Beaumont Financial Partners, LLC Q2 2022 vs. Q3 2022: A Comprehensive Look at 13F Holdings

The quarterly filings of institutional investment managers on Form 13F report their holdings of equity securities. The report includes information on the issuer name, option type, shares, and value. According to the recent 13F filings, Beaumont Financial Partners, LLC's Q3 2022 portfolio compared to the Q2 2022 portfolio shows quite some changes. Let's take a closer look at the holdings of Beaumont Financial Partners, LLC for Q3 2022 and compare them to Q2 2022.

One of the companies with the largest increase was Sony Corp (SNE), with a holding of 149,075 shares in Q2 2022 and 144,095 shares in Q3 2022. While the shares decreased 3.34%, the value of the shares decreased by a more significant amount of 24.3%. Beaumont Financial Partners, LLC's major shareholder with an increase of holdings was J P Morgan Exchange Traded Fund, which added 623,242 shares in Q3 2022.

Generac Holdings Inc (GNRC) is another company that saw an increase in holdings, with values rising from $4,094 million to $4,634 million (up 12.6%). GNRC is a leading manufacturer of power equipment and providers backup power solutions. It has been growing steadily over the years - the company's roadmap calls for more innovation, acquisitions, and capital deployment.

Tesla Inc (TSLA) saw a massive increase in holdings by Beaumont Financial Partners, LLC from 2,524 shares in Q2 2022 to 9,499 shares in Q3 2022. The shares rose by 276.15%, while the value rose 32.5%. It shows that the company has confidence in TSLA's ability to grow.

Beaumont Financial Partners, LLC's holdings in Lowe's Companies Inc (LOW) increased by 1,389 shares to 111,327 shares, with the value increasing by 7.3% ($194.79 million to $209.08 million).

In comparison, The Vanguard Group, which has holdings in most of the major corporations, held 49,744,219 shares in the Q2 2022 and decreased its holdings to 43,260,591 shares in Q3 2022 by 13%. In contrast, BlackRock Inc. (BLK) increased their holdings to 1,403,631 shares in Q3 2022 up 6.6% from 1,316,282 shares in Q2 2022.

Overall, the holdings of Beaumont Financial Partners, LLC for Q2 and Q3 2022 show consistent growth. The company believes in innovative technologies and high growth potential companies such as GNRC and TSLA. While some companies saw a decrease in holdings, it's not uncommon for institutional investors to shift holdings from time to time to meet their investment criteria and business goals.