Long-term investor
Beaumont Financial Advisors, LLC @beaumontfinancialadvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001957394).
Record
- Tracked since 2025-06-30 (448 days), 88 trades recorded
- Returns: week n/a · month n/a · 90 days +7.7% · 6 months n/a · 1 year +13.8% · all +13.8%
- Max drawdown n/a · win rate 37% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 02079K305 · 4.8% · long · since 2025-06-30
- AAPL · 4.7% · long · since 2025-06-30
- 464287200 · 4.2% · long · since 2025-06-30
- 464287507 · 2.9% · long · since 2025-06-30
- 464287887 · 2.8% · long · since 2025-06-30
- NVDA · 2.7% · long · since 2025-06-30
- MSFT · 2.6% · long · since 2025-06-30
- 00775Y645 · 2.5% · long · since 2025-06-30
- AMZN · 2.3% · long · since 2025-06-30
- 31609A875 · 2.0% · long · since 2025-06-30
- 922908736 · 1.9% · long · since 2025-06-30
- 46436E718 · 1.9% · long · since 2025-06-30