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 |
|---|---|---|---|---|---|---|---|---|---|
| INTUIT COM | Stock | 351 | $720,195 | 1,108 | 0.00 | 1,108 | +Inf | 03-31-2024 | |
| AUTOMATIC DATA PROCESSING INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,253 | -28.94 | 03-31-2024 |
| ADVANCED MICRO DEVICES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 87 | 1.83 | 03-31-2024 |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | ETF | 354 | $712,912 | 7,030 | 0.00 | 7,030 | +Inf | 03-31-2024 |
