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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ELEC PWR CO INC COM | Stock | 101 | $5,188,859 | 59,139 | 0.00 | 0.00 | 3,685 | 6.65 | 06-30-2024 |
| ELI LILLY & CO COM | Stock | 102 | $5,005,433 | 5,529 | 0.00 | 0.00 | -394 | -6.65 | 06-30-2024 |
| SPDR GOLD MINISHARES TRUST | ETF | 103 | $4,979,379 | 108,036 | 0.00 | 108,036 | +Inf | 06-30-2024 | |
| ALPHABET INC CAP STK CL C | Stock | 104 | $4,842,823 | 26,403 | 0.00 | 0.00 | 384 | 1.48 | 06-30-2024 |
