BEAUMONT FINANCIAL ADVISORS LLC

Stock Holdings
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% Change
P/L since open
Time since open
% Portfolio
% Outstanding
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AAPL
APPLE
282,038-795-0.28%
Created with Highcharts 10.1.0
$141.354.95%0.00%62,649,0652025-03-31
IVV
ISHARES CORE S&P 500 ETF
93,353+391+0.42%
Created with Highcharts 10.1.0
$416.144.14%0.01%52,455,1182025-03-31
MSFT
MICROSOFT
133,647-427-0.32%
Created with Highcharts 10.1.0
$241.853.96%0.00%50,169,5852025-03-31
GOOGL
ALPHABET
238,246-999-0.42%
Created with Highcharts 10.1.0
$95.402.91%0.00%36,842,3962025-03-31
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
487,554-3,700-0.75%
Created with Highcharts 10.1.0
$57.452.77%0.00%35,089,2742025-03-31
IJH
ISHARES CORE S&P MID-CAP ETF
581,219+5,416+0.94%
Created with Highcharts 10.1.0
$225.512.68%0.04%33,914,1482025-03-31
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
324,599+284,119+701.88%
Created with Highcharts 10.1.0
$100.512.58%0.08%32,677,3412025-03-31
BRK.B
BERKSHIRE HATHAWAY
59,719+1,890+3.27%
Created with Highcharts 10.1.0
$0.002.51%0.00%31,805,1772025-03-31
AMZN
AMAZON
163,112+824+0.51%
Created with Highcharts 10.1.0
$99.072.45%0.00%31,033,6862025-03-31
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
242,047+2,195+0.92%
Created with Highcharts 10.1.0
$116.392.38%0.52%30,134,8202025-03-31
V
VISA
68,837-1,036-1.48%
Created with Highcharts 10.1.0
$203.941.90%0.00%24,124,5482025-03-31
NVDA
NVIDIA
220,513+20,406+10.20%
Created with Highcharts 10.1.0
$32.261.89%0.00%23,899,1632025-03-31
MCD
MCDONALDS
76,488-1,018-1.31%
Created with Highcharts 10.1.0
$263.201.89%0.01%23,892,5392025-03-31
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
269,130-4,849-1.77%
Created with Highcharts 10.1.0
$78.231.87%0.18%23,683,4522025-03-31
VUG
VANGUARD GROWTH INDEX FUND
61,271-714-1.15%
Created with Highcharts 10.1.0
$219.871.79%0.02%22,720,5492025-03-31
JPEF
JPMORGAN EQUITY FOCUS ETF
345,965-121,009-25.91%
Created with Highcharts 10.1.0
$55.351.74%1.76%22,024,1572025-03-31
LOW
LOWES COMPANIES
91,512+2,233+2.50%
Created with Highcharts 10.1.0
$200.531.68%0.02%21,343,2742025-03-31
META
META
36,785+31+0.08%
Created with Highcharts 10.1.0
$149.701.67%0.00%21,201,1592025-03-31
JNJ
JOHNSON & JOHNSON
126,209-33-0.03%
Created with Highcharts 10.1.0
$172.081.65%0.01%20,930,4352025-03-31
JQUA
JPMORGAN US QUALITY FACTOR ETF
356,137-137,767-27.89%
Created with Highcharts 10.1.0
$39.371.59%0.36%20,111,0482025-03-31
VOO
VANGUARD 500 INDEX FUND
38,176-1,157-2.94%
Created with Highcharts 10.1.0
$356.711.55%0.00%19,619,1232025-03-31
GBTC
GRAYSCALE BITCOIN TRUST (BTC)
298,045-37,890-11.28%
Created with Highcharts 10.1.0
$58.441.53%0.00%19,423,6202025-03-31
JGRO
JPMORGAN ACTIVE GROWTH ETF
253,816-311,725-55.12%
Created with Highcharts 10.1.0
$58.081.48%0.39%18,729,0612025-03-31
TCAF
T ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
567,970-25,138-4.24%
Created with Highcharts 10.1.0
$26.071.45%0.00%18,334,0812025-03-31
SAMT
STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
596,210+206,008+52.80%
Created with Highcharts 10.1.0
$25.631.37%0.00%17,406,1662025-03-31
DKS
DICK'S SPORTING GOODS
81,468+24,831+43.84%
Created with Highcharts 10.1.0
$149.461.30%0.14%16,420,7182025-03-31
PEP
PEPSICO
102,919+9,982+10.74%
Created with Highcharts 10.1.0
$174.731.22%0.01%15,431,7202025-03-31
FFLC
FIDELITY NEW MILLENNIUM ETF
352,496-138,289-28.18%
Created with Highcharts 10.1.0
$0.001.21%0.00%15,333,5702025-03-31
CEF
CENTRAL FUND OF CANADA
535,793+9,166+1.74%
Created with Highcharts 10.1.0
$19.291.20%0.00%15,221,8802025-03-31
IOO
ISHARES GLOBAL 100 ETF
144,213-7,905-5.20%
Created with Highcharts 10.1.0
$67.141.10%0.23%13,886,2262025-03-31
CLOI
VANECK CLO ETF
238,630+23,995+11.18%
Created with Highcharts 10.1.0
$52.121.00%1.24%12,609,1992025-03-31
COWZ
PACER US CASH COWS 100 ETF
227,654-3,612-1.56%
Created with Highcharts 10.1.0
$50.590.98%0.00%12,466,3602025-03-31
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
192,458+1,385+0.72%
Created with Highcharts 10.1.0
$49.810.94%0.04%11,890,0332025-03-31
VRIG
INVESCO VARIABLE RATE INVESTMENT GRADE ETF
431,714+6,937+1.63%
Created with Highcharts 10.1.0
$24.790.85%0.75%10,827,3902025-03-31
VT
VANGUARD TOTAL WORLD STOCK INDEX FUND
91,626-2,448-2.60%
Created with Highcharts 10.1.0
$90.210.84%0.03%10,624,0862025-03-31
FDN
FIRST TRUST DOW JONES INTERNET INDEX FUND
47,518-1,052-2.17%
Created with Highcharts 10.1.0
$126.970.83%0.00%10,556,1142025-03-31
HDV
ISHARES CORE HIGH DIVIDEND ETF
80,021-556-0.69%
Created with Highcharts 10.1.0
$101.130.77%0.08%9,692,1222025-03-31
FTGC
FIRST TRUST EXCHANGE-TRADED FUND VII
376,273+376,273
Open
Created with Highcharts 10.1.0
$25.000.76%0.00%9,602,4872025-03-31
BP
BP
282,128+93,421+49.51%
Created with Highcharts 10.1.0
$36.170.75%0.00%9,533,0902025-03-31
DVY
ISHARES SELECT DIVIDEND ETF
62,772-18-0.03%
Created with Highcharts 10.1.0
$117.710.67%0.04%8,429,6912025-03-31
MEM
MATTHEWS EMERGING MARKETS EQUITY ACTIVE ETF
277,800-85,808-23.60%
Created with Highcharts 10.1.0
$27.100.64%0.00%8,142,3252025-03-31
GLDM
SPDR GOLD MINISHARES TRUST
123,108-3,704-2.92%
Created with Highcharts 10.1.0
$47.270.60%0.06%7,619,1542025-03-31
UCON
FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF
304,542+4,373+1.46%
Created with Highcharts 10.1.0
$24.240.60%0.00%7,537,4162025-03-31
FRDM
FREEDOM 100 EMERGING MARKETS ETF
192,706+4,035+2.14%
Created with Highcharts 10.1.0
$29.250.53%0.00%6,754,7942025-03-31
CVX
CHEVRON
38,358+959+2.56%
Created with Highcharts 10.1.0
$162.490.51%0.00%6,416,8422025-03-31
AEP
AMERICAN ELECTRIC POWER CO
58,446+163+0.28%
Created with Highcharts 10.1.0
$78.790.50%0.01%6,386,4102025-03-31
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
158,788+158,788
Open
Created with Highcharts 10.1.0
$39.570.50%0.07%6,302,2962025-03-31
VTV
VANGUARD VALUE INDEX FUND
35,366+228+0.65%
Created with Highcharts 10.1.0
$137.550.48%0.00%6,109,0512025-03-31
WCN
WASTE CONNECTIONS
28,339+28,339
Open
Created with Highcharts 10.1.0
$184.730.44%0.01%5,531,5852025-03-31
BIL
SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF
57,266+29,371+105.29%
Created with Highcharts 10.1.0
$91.590.41%0.01%5,253,0512025-03-31