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 |
|---|---|---|---|---|---|---|---|---|---|
| EVERSOURCE ENERGY COM | Stock | 601 | $282,586 | 4,983 | 0.00 | 0.00 | 117 | 2.40 | 06-30-2024 |
| PAYCHEX INC COM | Stock | 602 | $282,528 | 2,383 | 0.00 | 0.00 | 44 | 1.88 | 06-30-2024 |
| ISHARES CORE MSCI EAFE ETF | ETF | 603 | $280,732 | 3,865 | 0.00 | 0.00 | 771 | 24.92 | 06-30-2024 |
| INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 604 | $276,828 | 1,685 | 0.00 | 1,685 | +Inf | 06-30-2024 |
