Beaumont Financial Advisors, LLC
Top Portfolio Positions
187 positions ·
$674,474,611 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
256,931 | $65,206,518 | 9.67% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
214,731 | $61,748,046 | 9.15% | |
| MSFT |
Microsoft Corp
Technology
|
108,959 | $40,333,353 | 5.98% | |
| NVDA |
Nvidia Corp
Technology
|
206,305 | $35,979,592 | 5.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
152,476 | $31,756,176 | 4.71% | |
| JNJ |
Johnson & Johnson
Healthcare
|
115,122 | $28,140,421 | 4.17% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
56,695 | $27,168,244 | 4.03% | |
| CEF |
Sprott Physical Gold & Silver Trust
Financial Services
|
564,984 | $26,961,036 | 4.00% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
445,303 | $26,286,236 | 3.90% | |
| META |
Meta Platforms, Inc.
Communication Services
|
40,100 | $22,942,413 | 3.40% |
Portfolio Trend
14 quarters · across all stocks
Holdings in SOTK
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $148,884 | 36,671 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $151,451 | 36,671 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $162,452 | 36,671 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $137,516 | 36,671 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $133,482 | 36,671 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $147,050 | 36,671 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $147,784 | 36,671 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $141,916 | 36,671 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $179,321 | 36,671 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $198,390 | 36,671 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $191,422 | 36,671 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $198,390 | 36,671 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $188,488 | 36,671 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $235,427 | 36,671 | Shares | Sole | 2023-01-25 | |
| No 13F history on record for this holder in this stock. | ||||||