Beaumont Asset Management, L.L.C. Top Holdings and 13F Report (2025) About Beaumont Asset Management, L.L.C.Investment ActivityBeaumont Asset Management, L.L.C. has $172.68 million in total holdings as of December 31, 2024.Beaumont Asset Management, L.L.C. owns shares of 63 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 6.51% of the portfolio was purchased this quarter.About 7.12% of the portfolio was sold this quarter.This quarter, Beaumont Asset Management, L.L.C. has purchased 64 new stocks and bought additional shares in 7 stocks.Beaumont Asset Management, L.L.C. sold shares of 40 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $44,853,295VanEck Morningstar Wide Moat ETF $24,998,467iShares iBonds Dec 2025 Term Corporate ETF $10,560,754Microsoft $7,413,452Alphabet $6,196,327 Largest New Holdings this Quarter BLACKROCK INC $2,568,575 HoldingNIKE $654,109 HoldingCoterra Energy $563,412 HoldingAES $479,536 Holding Largest Purchases this Quarter iShares iBonds Dec 2025 Term Corporate ETF 223,170 shares (about $5.59M)BLACKROCK INC 2,506 shares (about $2.57M)iShares iBonds Dec 2026 Term Corporate ETF 31,528 shares (about $758.88K)NIKE 8,644 shares (about $654.11K)Coterra Energy 22,060 shares (about $563.41K) Largest Sales this Quarter iShares Core S&P 500 ETF 1,718 shares (about $1.01M)Vanguard Value ETF 3,588 shares (about $607.45K)Energy Select Sector SPDR Fund 6,813 shares (about $583.60K)Becton, Dickinson and Company 2,260 shares (about $512.73K)VanEck Morningstar Wide Moat ETF 3,382 shares (about $313.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBeaumont Asset Management, L.L.C. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$44,853,295$1,011,352 ▼-2.2%76,19326.0%ETFMOATVanEck Morningstar Wide Moat ETF$24,998,467$313,596 ▼-1.2%269,59814.5%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$10,560,754$5,590,408 ▲112.5%421,5876.1%ETFMSFTMicrosoft$7,413,452$100,318 ▼-1.3%17,5884.3%Computer and TechnologyGOOGLAlphabet$6,196,327$48,461 ▼-0.8%32,7333.6%Computer and TechnologyVTVVanguard Value ETF$5,162,979$607,449 ▼-10.5%30,4963.0%ETFSPHQInvesco S&P 500 Quality ETF$4,842,918$436,768 ▲9.9%72,2502.8%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$4,665,536$758,879 ▲19.4%193,8322.7%ETFNOWServiceNow$4,266,471$112,359 ▼-2.6%4,0252.5%Computer and TechnologyVBRVanguard Small-Cap Value ETF$4,028,378$52,517 ▼-1.3%20,3272.3%ETFAMZNAmazon.com$3,943,241$50,020 ▼-1.3%17,9742.3%Retail/WholesaleXSDSPDR S&P Semiconductor ETF$2,882,985$61,367 ▼-2.1%11,6041.7%ETFBLACKROCK INC$2,568,575$2,568,575 ▲New Holding2,5061.5%COMCRMSalesforce$2,549,672$60,515 ▼-2.3%7,6261.5%Computer and TechnologyFHLCFidelity MSCI Health Care Index ETF$2,535,893$72,800 ▼-2.8%38,8051.5%ETFWMTWalmart$2,334,534$63,154 ▼-2.6%25,8391.4%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$2,254,057$583,602 ▼-20.6%26,3141.3%ETFOEFiShares S&P 100 ETF$2,046,2130.0%7,0841.2%ETFAVGOBroadcom$2,019,095$46,832 ▼-2.3%8,7091.2%Computer and TechnologyGDGeneral Dynamics$1,558,939$28,981 ▼-1.8%5,9170.9%AerospaceGSThe Goldman Sachs Group$1,555,236$32,639 ▼-2.1%2,7160.9%FinanceAXPAmerican Express$1,430,825$24,930 ▼-1.7%4,8210.8%FinanceIJTiShares S&P Small-Cap 600 Growth ETF$1,422,874$41,152 ▼-2.8%10,5110.8%ETFLMTLockheed Martin$1,387,845$52,482 ▼-3.6%2,8560.8%AerospaceMAMastercard$1,372,768$26,329 ▼-1.9%2,6070.8%Business ServicesVTIVanguard Total Stock Market ETF$1,334,5750.0%4,6050.8%ETFROKRockwell Automation$1,250,617$26,864 ▼-2.1%4,3760.7%Computer and TechnologySMHVanEck Semiconductor ETF$1,207,944$27,123 ▼-2.2%4,9880.7%ManufacturingJPMJPMorgan Chase & Co.$1,197,831$28,765 ▼-2.3%4,9970.7%FinanceBXBlackstone$1,151,248$23,104 ▼-2.0%6,6770.7%FinanceVOOVVanguard S&P 500 Value ETF$1,058,718$7,380 ▼-0.7%5,7380.6%ETFIWViShares Russell 3000 ETF$992,7230.0%2,9700.6%ETFMDTMedtronic$933,478$719 ▲0.1%11,6860.5%MedicalUBERUber Technologies$871,564$2,956 ▼-0.3%14,4490.5%Computer and TechnologyPGProcter & Gamble$753,7540.0%4,4960.4%Consumer StaplesXLFFinancial Select Sector SPDR Fund$742,832$18,220 ▼-2.4%15,3700.4%ETFPEPPepsiCo$734,298$13,685 ▼-1.8%4,8290.4%Consumer StaplesBDXBecton, Dickinson and Company$682,198$512,726 ▼-42.9%3,0070.4%MedicalNKENIKE$654,109$654,109 ▲New Holding8,6440.4%Consumer DiscretionaryCIBRFirst Trust Nasdaq Cybersecurity ETF$631,201$178,485 ▲39.4%9,9480.4%ManufacturingSOSouthern$592,539$17,616 ▼-2.9%7,1980.3%UtilitiesCMCSAComcast$575,820$1,201 ▲0.2%15,3430.3%Consumer DiscretionaryCTRACoterra Energy$563,412$563,412 ▲New Holding22,0600.3%Oils/EnergyRTXRTX$554,299$6,712 ▼-1.2%4,7900.3%AerospaceQCOMQUALCOMM$534,863$13,057 ▼-2.4%3,4820.3%Computer and TechnologyTXNTexas Instruments$533,503$9,376 ▼-1.7%2,8450.3%Computer and TechnologyPHParker-Hannifin$516,456$18,445 ▼-3.4%8120.3%Industrial ProductsAAPLApple$490,823$7,513 ▼-1.5%1,9600.3%Computer and TechnologyAESAES$479,536$479,536 ▲New Holding37,2600.3%UtilitiesPFEPfizer$450,719$5,545 ▲1.2%16,9890.3%MedicalAMGNAmgen$439,5720.0%1,6870.3%MedicalAMHAmerican Homes 4 Rent$439,236$6,062 ▼-1.4%11,7380.3%FinanceINVHInvitation Homes$423,283$16,656 ▼-3.8%13,2400.2%FinanceADPAutomatic Data Processing$406,8950.0%1,3900.2%Business ServicesTGTTarget$370,6640.0%2,7420.2%Retail/WholesaleEMREmerson Electric$328,2910.0%2,6490.2%Industrial ProductsBRK.BBerkshire Hathaway$311,8570.0%6880.2%FinanceVCRVanguard Consumer Discretionary ETF$310,815$7,132 ▼-2.2%8280.2%ETFTCBXThird Coast Bancshares$290,0690.0%8,5440.2%FinanceABTAbbott Laboratories$285,0370.0%2,5200.2%MedicalALBAlbemarle$269,000$12,912 ▼-4.6%3,1250.2%Basic MaterialsIBTFiShares iBonds Dec 2025 Term Treasury ETF$233,2000.0%10,0000.1%ManufacturingFMATFidelity MSCI Materials Index ETF$231,161$3,373 ▼-1.4%4,7970.1%ETFIBDPiShares iBonds Dec 2024 Term Corporate ETF$0$4,698,993 ▼-100.0%00.0%ETFBLKBlackRock$0$2,438,017 ▼-100.0%00.0%FinanceCCICrown Castle$0$375,108 ▼-100.0%00.0%FinanceIBMMiShares iBonds Dec 2024 Term Muni Bond ETF$0$310,747 ▼-100.0%00.0%ETFZBHZimmer Biomet$0$301,180 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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