Beaumont Asset Management, L.L.C. Top Holdings and 13F Report (2025) About Beaumont Asset Management, L.L.C.Investment ActivityBeaumont Asset Management, L.L.C. has $186.26 million in total holdings as of March 31, 2025.Beaumont Asset Management, L.L.C. owns shares of 65 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 8.18% of the portfolio was purchased this quarter.About 5.44% of the portfolio was sold this quarter.This quarter, Beaumont Asset Management, L.L.C. has purchased 69 new stocks and bought additional shares in 32 stocks.Beaumont Asset Management, L.L.C. sold shares of 16 stocks and completely divested from 11 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $53,539,586VanEck Morningstar Wide Moat ETF $21,846,310Microsoft $8,859,439iShares iBonds Dec 2025 Term Corporate ETF $8,616,771Invesco S&P 500 Quality ETF $8,045,328 Largest New Holdings this Quarter 922042775 - Vanguard FTSE All-World ex-US ETF $4,287,093 Holding921910816 - Vanguard Mega Cap Growth ETF $614,799 Holding36266G107 - GE HealthCare Technologies $533,452 Holding143130102 - CarMax $519,668 Holding46435U259 - iShares iBonds Dec 2026 Term Muni Bond ETF $213,183 Holding Largest Purchases this Quarter Vanguard FTSE All-World ex-US ETF 63,777 shares (about $4.29M)Invesco S&P 500 Quality ETF 38,702 shares (about $2.76M)iShares Core S&P 500 ETF 4,090 shares (about $2.54M)Vanguard Total Stock Market ETF 2,222 shares (about $675.33K)Vanguard Mega Cap Growth ETF 1,679 shares (about $614.80K) Largest Sales this Quarter VanEck Morningstar Wide Moat ETF 16,567 shares (about $1.55M)Vanguard Total International Stock ETF 16,525 shares (about $1.14M)Alphabet 2,448 shares (about $431.42K)Uber Technologies 4,590 shares (about $428.23K)ServiceNow 131 shares (about $134.67K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBeaumont Asset Management, L.L.C. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$53,539,586$2,539,481 ▲5.0%86,22928.7%ETFMOATVanEck Morningstar Wide Moat ETF$21,846,310$1,553,818 ▼-6.6%232,92811.7%ETFMSFTMicrosoft$8,859,439$46,757 ▲0.5%17,8114.8%Computer and TechnologyIBDQiShares iBonds Dec 2025 Term Corporate ETF$8,616,771$402,830 ▲4.9%342,2074.6%ETFSPHQInvesco S&P 500 Quality ETF$8,045,328$2,757,905 ▲52.2%112,9014.3%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$5,672,935$516,235 ▲10.0%233,9353.0%ETFVTVVanguard Value ETF$5,404,365$87,663 ▼-1.6%30,5782.9%ETFGOOGLAlphabet$5,227,740$431,415 ▼-7.6%29,6642.8%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$4,287,093$4,287,093 ▲New Holding63,7772.3%ETFAMZNAmazon.com$4,040,229$38,173 ▲1.0%18,4162.2%Retail/WholesaleVBRVanguard Small-Cap Value ETF$4,026,385$5,850 ▲0.1%20,6472.2%ETFNOWServiceNow$3,018,316$134,673 ▼-4.3%2,9361.6%Computer and TechnologyXSDSPDR S&P Semiconductor ETF$2,965,942$21,033 ▲0.7%11,5631.6%ETFBLACKROCK INC$2,709,014$44,066 ▲1.7%2,5821.5%COMAVGOBroadcom$2,491,876$20,398 ▲0.8%9,0401.3%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$2,318,621$85,743 ▲3.8%27,3391.2%ETFWMTWalmart$2,267,250$12,516 ▼-0.5%23,1871.2%Retail/WholesaleOEFiShares S&P 100 ETF$2,156,0150.0%7,0841.2%ETFVTIVanguard Total Stock Market ETF$2,135,716$675,332 ▲46.2%7,0271.1%ETFCRMSalesforce$2,107,171$23,180 ▲1.1%7,7271.1%Computer and TechnologyGSThe Goldman Sachs Group$1,946,313$20,525 ▲1.1%2,7501.0%FinanceGDGeneral Dynamics$1,766,001$27,708 ▲1.6%6,0550.9%AerospaceAXPAmerican Express$1,543,225$1,276 ▲0.1%4,8380.8%FinanceMAMastercard$1,472,845$19,106 ▲1.3%2,6210.8%Business ServicesJPMJPMorgan Chase & Co.$1,456,508$4,059 ▼-0.3%5,0240.8%FinanceROKRockwell Automation$1,454,572$30,227 ▼-2.0%4,3790.8%Computer and TechnologyIJTiShares S&P Small-Cap 600 Growth ETF$1,394,392$7,716 ▼-0.6%10,4810.7%ETFLMTLockheed Martin$1,364,874$2,779 ▲0.2%2,9470.7%AerospaceIBDWiShares iBonds Dec 2031 Term Corporate ETF$1,275,563$71,662 ▲6.0%60,6260.7%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$1,179,974$99,657 ▲9.2%53,6840.6%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$1,135,564$99,362 ▲9.6%48,6740.6%ETFBXBlackstone$1,097,319$96,030 ▲9.6%7,3360.6%FinanceIWViShares Russell 3000 ETF$1,033,6950.0%2,9450.6%ETFVOOVVanguard S&P 500 Value ETF$984,877$112,471 ▼-10.2%5,2190.5%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$953,668$183,962 ▲23.9%12,6180.5%ManufacturingUBERUber Technologies$928,671$428,230 ▼-31.6%9,9540.5%Computer and TechnologyMDTMedtronic$893,580$5,666 ▲0.6%10,2510.5%MedicalVCRVanguard Consumer Discretionary ETF$863,046$554,712 ▲179.9%2,3820.5%ETFXLFFinancial Select Sector SPDR Fund$824,147$6,913 ▲0.8%15,7370.4%ETFRTXRTX$734,043$15,040 ▲2.1%5,0270.4%AerospaceORealty Income$683,465$220,121 ▲47.5%11,8640.4%FinanceSOSouthern$668,798$918 ▼-0.1%7,2830.4%UtilitiesMRKMerck & Co., Inc.$658,057$14,170 ▲2.2%8,3130.4%MedicalMGKVanguard Mega Cap Growth ETF$614,799$614,799 ▲New Holding1,6790.3%ETFTXNTexas Instruments$590,720$1,246 ▼-0.2%2,8450.3%Computer and TechnologyCMCSAComcast$545,830$5,139 ▼-0.9%15,2940.3%Consumer DiscretionaryGEHCGE HealthCare Technologies$533,452$533,452 ▲New Holding7,2020.3%MedicalKMXCarMax$519,668$519,668 ▲New Holding7,7320.3%Retail/WholesaleSTZConstellation Brands$474,700$976 ▼-0.2%2,9180.3%Consumer StaplesAMGNAmgen$470,8910.0%1,6870.3%MedicalAAPLApple$464,9150.0%2,2660.2%Computer and TechnologyADPAutomatic Data Processing$408,322$21,588 ▼-5.0%1,3240.2%Computer and TechnologyPGProcter & Gamble$375,677$15,613 ▲4.3%2,3580.2%Consumer StaplesAMLPAlerian MLP ETF$356,385$19,153 ▲5.7%7,2940.2%ETFEMREmerson Electric$349,1910.0%2,6190.2%IndustrialsABTAbbott Laboratories$330,9120.0%2,4330.2%MedicalTCBXThird Coast Bancshares$279,1320.0%8,5440.1%FinanceBRK.BBerkshire Hathaway$273,4890.0%5630.1%FinanceTGTTarget$270,4980.0%2,7420.1%Retail/WholesaleFMATFidelity MSCI Materials Index ETF$248,313$8,827 ▲3.7%4,9790.1%ETFVXUSVanguard Total International Stock ETF$241,610$1,141,723 ▼-82.5%3,4970.1%ETFIBTFiShares iBonds Dec 2025 Term Treasury ETF$233,6000.0%10,0000.1%ManufacturingIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$213,183$213,183 ▲New Holding8,3200.1%ETFVONEVanguard Russell 1000 ETF$210,083$210,083 ▲New Holding7480.1%ETFVOVanguard Mid-Cap ETF$202,597$202,597 ▲New Holding7240.1%ETFSMHVanEck Semiconductor ETF$0$1,491,498 ▼-100.0%00.0%ManufacturingPEPPepsiCo$0$734,706 ▼-100.0%00.0%Consumer StaplesFHLCFidelity MSCI Health Care Index ETF$0$725,389 ▼-100.0%00.0%ETFBDXBecton, Dickinson and Company$0$700,924 ▼-100.0%00.0%MedicalCTRACoterra Energy$0$641,724 ▼-100.0%00.0%EnergyINVHInvitation Home$0$475,946 ▼-100.0%00.0%FinancePFEPfizer$0$443,881 ▼-100.0%00.0%MedicalNVDANVIDIA$0$418,564 ▼-100.0%00.0%Computer and TechnologyALBAlbemarle$0$214,260 ▼-100.0%00.0%Basic MaterialsXOMExxon Mobil$0$206,344 ▼-100.0%00.0%EnergyDSUBlackRock Debt Strategies Fund$0$109,432 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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