Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEAUMONT FINANCIAL ADVISORS LLC | 05-10-2024 | 03-31-2024 | 364 | 1,213,000,397 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ELEC PWR CO INC COM | Stock | 101 | $4,774,589 | 55,454 | 0.00 | 55,454 | +Inf | 03-31-2024 | |
| ELI LILLY & CO COM | Stock | 102 | $4,607,502 | 5,923 | 0.00 | 5,923 | +Inf | 03-31-2024 | |
| HOME DEPOT INC COM | Stock | 103 | $4,439,198 | 11,572 | 0.00 | 11,572 | +Inf | 03-31-2024 | |
| SPDR PORTFOLIO S&P 500 ETF | ETF | 104 | $4,338,480 | 70,510 | 0.00 | 70,510 | +Inf | 03-31-2024 |
