Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEAUMONT FINANCIAL ADVISORS LLC | 07-24-2024 | 06-30-2024 | 365 | 1,250,132,926 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC COM | Stock | 1 | $61,283,657 | 290,968 | 0.00 | 0.00 | -5,945 | -2.00 | 06-30-2024 |
| MICROSOFT CORP COM | Stock | 2 | $60,343,210 | 135,011 | 0.00 | 0.00 | -1,280 | -0.94 | 06-30-2024 |
| ISHARES CORE S&P 500 ETF | ETF | 3 | $51,768,437 | 94,601 | 0.00 | 0.00 | 1,750 | 1.88 | 06-30-2024 |
| ALPHABET INC CAP STK CL A | Stock | 4 | $43,842,511 | 240,695 | 0.00 | 0.00 | -2,111 | -0.87 | 06-30-2024 |
