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 |
|---|---|---|---|---|---|---|---|---|---|
| ROPER TECHNOLOGIES INC COM | Stock | 451 | $457,692 | 812 | 0.00 | 0.00 | -10 | -1.22 | 06-30-2024 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 452 | $454,799 | 4,685 | 0.00 | 0.00 | 140 | 3.08 | 06-30-2024 |
| COPART INC COM | Stock | 453 | $450,828 | 8,324 | 0.00 | 0.00 | 80 | 0.97 | 06-30-2024 |
| BECTON DICKINSON & CO COM | Stock | 454 | $448,022 | 1,917 | 0.00 | 0.00 | 28 | 1.48 | 06-30-2024 |
