test

Michael Snyder

@Beaumont Financial Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$1.333BTotal holdings369
Assets growth rate4.19%Assets growth rate (2-Q avg)3.26%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Beaumont Financial Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 369 positions.

Assets under management

The assets under management (AUM) of Beaumont Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.333B in assets, with a quarterly growth rate of 4.19% and a 2-quarter average growth rate of 3.26%. The portfolio is managed by Michael Snyder, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MCKMckesson Corp Com
Recent Activity
New Position
0.02%
$227,394
399 shares@ $569.91 avg price
SPYGSpdr Portfolio S&p 500 Growth Etf
Recent Activity
New Position
0.02%
$208,105
2,368 shares@ $87.89 avg price
WFCWells Fargo Co New Com
Recent Activity
New Position
0.02%
$207,770
2,958 shares@ $70.25 avg price
PLNTPlanet Fitness Inc Cl A
Recent Activity
New Position
0.02%
$201,695
2,040 shares@ $98.88 avg price
SCHWSchwab Charles Corp Com
Recent Activity
New Position
0.02%
$200,573
2,710 shares@ $74.02 avg price