Fund HoldingsBeaumont Asset Management, L.L.C.

Total Portfolio Value
$171.91M
Total Bought
$18.25M
Total Sold
$6.30M
Net Transaction
+$11.95M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ISHARES TR74,47377,911+3,43840,75444,94126.14%+4,187
ISHARES TR
IBONDS DEC2026
0162,304+162,30403,9442.29%+3,944
ISHARES TR89,423186,394+96,9712,2474,6992.73%+2,452
VANECK ETF TRUST
MRNGSTR WDE MOAT
278,783272,980-5,80324,14526,46515.39%+2,320
ISHARES TR128,242198,417+70,1753,1884,9802.90%+1,792
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
57,06265,734+8,6723,6264,4222.57%+796
APPLE INC(AAPL)01,990+1,99004640.27%+464
FIDELITY COVINGTON TRUST35,66239,919+4,2572,4462,9061.69%+460
BLACKROCK INC(BLK)2,5582,568+102,0142,4381.42%+424
WALMART INC(WMT)25,62226,538+9161,7352,1431.25%+408
LOCKHEED MARTIN CORP(LMT)2,9132,964+511,3611,7331.01%+372
VANGUARD INDEX FDS21,10620,592-5143,8524,1342.40%+282
BLACKSTONE INC(BX)6,6726,811+1398261,0430.61%+217
AMERICAN EXPRESS CO(AXP)4,8114,905+941,1141,3300.77%+216
MASTERCARD INCORPORATED(MA)2,5932,657+641,1441,3120.76%+168
BROADCOM INC(AVGO)8568,911+8,0551,3741,5370.89%+163
MEDTRONIC PLC(MDT)11,52711,677+1509071,0510.61%+144
GOLDMAN SACHS GROUP INC(GS)2,7332,773+401,2361,3730.80%+137
SERVICENOW INC(NOW)4,5484,131-4173,5783,6952.15%+117
PARKER-HANNIFIN CORP(PH)824841+174175310.31%+115
RTX CORPORATION(RTX)4,7754,848+734795870.34%+108
SOUTHERN CO(SO)7,3327,412+805696680.39%+100
ISHARES TR11,02810,815-2131,4161,5090.88%+92
ISHARES TR7,0847,08401,8721,9611.14%+88
VANGUARD ADMIRAL FDS INC5,7785,77801,0161,1020.64%+86
GENERAL DYNAMICS CORP(GD)6,0116,027+161,7441,8211.06%+77
VANGUARD INDEX FDS4,6054,60501,2321,3040.76%+72
SELECT SECTOR SPDR TR
ST STR FINL ETF
15,62215,747+1256427140.42%+71
CROWN CASTLE INC(CCI)3,1283,162+343063750.22%+70
JPMORGAN CHASE & CO.(JPM)4,9945,117+1231,0101,0790.63%+69
BECTON DICKINSON & CO(BDX)5,1645,267+1031,2071,2700.74%+63
COMCAST CORP NEW(CCZ)14,74315,311+5685776400.37%+62
UBER TECHNOLOGIES INC(UBER)14,16414,498+3341,0291,0900.63%+60
ISHARES TR2,9702,97009179700.56%+54
AUTOMATIC DATA PROCESSING IN1,3901,39003323850.22%+53
PEPSICO INC(PEP)4,8314,919+887978360.49%+40
PROCTER AND GAMBLE CO(PG)4,4964,49607417790.45%+37
BERKSHIRE HATHAWAY INC DEL68868802803170.18%+37
TEXAS INSTRS INC(TXN)2,8992,895-45645980.35%+34
ISHARES TR10,90611,906+1,0002843110.18%+27
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
7,0687,135+673994230.25%+24
FIDELITY COVINGTON TRUST4,8824,867-152412640.15%+22
VANGUARD WORLD FD
CONSUM DIS ETF
859847-122682880.17%+20
AMERICAN HOMES 4 RENT(AMH)11,75811,900+1424374570.27%+20
VANECK ETF TRUST
SEMICONDUCTR ETF
4,7345,100+3661,2341,2520.73%+18
AMGEN INC(AMGN)1,6871,68705275430.32%+16
ABBOTT LABS2,6202,520-1002722870.17%+15
PFIZER INC(PFE)16,85016,780-704714860.28%+14
TARGET CORP(TGT)2,7922,742-504134270.25%+14
INVITATION HOMES INC(INVH)13,51413,761+2474854850.28%0
EMERSON ELEC CO(EMR)2,6492,64902922900.17%-2
ALBEMARLE CORP(ALB)3,4253,275-1503273100.18%-17
ISHARES TR11,07510,000-1,0752572340.14%-23
ROCKWELL AUTOMATION INC(ROK)4,4564,470+141,2271,2000.70%-27
AMAZON COM INC(AMZN)17,94418,202+2583,4683,3921.97%-76
SELECT SECTOR SPDR TR
ST STR ENERG ETF
32,81133,127+3162,9912,9091.69%-82
SPDR SER TR
ST STR SP SEMI
11,84511,851+62,9312,8471.66%-84
THIRD COAST BANCSHARES INC14,7948,544-6,2503152290.13%-86
SALESFORCE INC(CRM)9,0527,807-1,2452,3272,1371.24%-190
MICROSOFT CORP(MSFT)17,71917,826+1077,9197,6704.46%-249
QUALCOMM INC(QCOM)4,3913,567-8248756070.35%-268
ZIMMER BIOMET HOLDINGS INC(ZBH)5,3572,790-2,5675813010.18%-280
SEALED AIR CORP NEW8,7740-8,7743050-305
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,4800-1,4803350-335
ALPHABET INC(GOOG)32,59132,989+3985,9365,4713.18%-465
VANGUARD INDEX FDS40,13234,084-6,0486,4385,9503.46%-487
LOWES COS INC(LOW)2,6440-2,6445830-583
KELLANOVA13,8020-13,8027960-796
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