Beaumont Financial Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Needham, DE
CIK
0001957394
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 340 1,096,454 AAPL, MSFT, GOOGL, IVV 13F-HR 1/31/2024 000195739424000003
Q3 2023 323 1,001,158 SGOV, AAPL, MSFT, GOOGL 13F-HR 11/1/2023 000195739423000008
Q2 2023 346 1,082,667 AAPL, MSFT, IOO, IVV 13F-HR 8/2/2023 000195739423000006
Q1 2023 318 987,765 SGOV, AAPL, VT, MSFT 13F-HR 5/8/2023 000195739423000004
Q4 2022 315 995,500 SGOV, AAPL, MSFT, IVV 13F-HR 1/25/2023 000195739423000002