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 |
|---|---|---|---|---|---|---|---|---|---|
| BROADRIDGE FINL SOLUTIONS INC COM | Stock | 401 | $577,013 | 2,929 | 0.00 | 0.00 | 1 | 0.03 | 06-30-2024 |
| GE AEROSPACE COM NEW | Stock | 402 | $574,041 | 3,611 | 0.00 | 0.00 | 786 | 27.82 | 06-30-2024 |
| VANGUARD MEGA CAP GROWTH ETF | ETF | 403 | $571,341 | 1,818 | 0.00 | 0.00 | 143 | 8.54 | 06-30-2024 |
| THE CIGNA GROUP COM | Stock | 404 | $554,576 | 1,678 | 0.00 | 0.00 | 26 | 1.57 | 06-30-2024 |
