$1.41 Billion is the total value of Beaumont Financial Partners, LLC's 161 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 38.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IGSB | Sell | iShares TRbarclys 1-3 yr cr | $42,072,000 | -7.5% | 398,107 | -7.6% | 2.98% | -20.1% |
| IYJ | Sell | iShares TRdj us industrial | $40,662,000 | -51.2% | 392,496 | -52.6% | 2.88% | -57.9% |
| FLOT | Sell | iShares TRfltg rate nt | $30,725,000 | -5.1% | 604,824 | -5.3% | 2.18% | -18.1% |
| FUTY | New | Fidelitymsci utility idx | $27,340,000 | – | 946,662 | +100.0% | 1.94% | – |
| FSTA | New | Fidelitymsci con stpls idx | $26,986,000 | – | 996,517 | +100.0% | 1.91% | – |
| FIDU | New | Fidelitymsci ind idx | $26,986,000 | – | 957,958 | +100.0% | 1.91% | – |
| XLU | New | SPDR TRsbi utilities | $26,987,000 | – | 609,751 | +100.0% | 1.91% | – |
| FHLC | New | Fidelitymsci hlth care idx | $26,986,000 | – | 926,388 | +100.0% | 1.91% | – |
| FNCL | New | Fidelitymsci fin idx | $26,986,000 | – | 996,517 | +100.0% | 1.91% | – |
| FMAT | New | Fidelitymsci mat idx | $26,986,000 | – | 950,839 | +100.0% | 1.91% | – |
| FENY | New | Fidelitymsci energy idx | $26,986,000 | – | 928,619 | +100.0% | 1.91% | – |
| FTEC | New | Fidelitymsci info tech idx | $26,986,000 | – | 925,146 | +100.0% | 1.91% | – |
| XLV | Sell | SPDR TRsbi healthcare | $26,895,000 | -25.7% | 442,134 | -28.5% | 1.91% | -35.8% |
| XLE | Sell | SPDR TRsbi intl energy | $26,873,000 | -58.7% | 268,462 | -63.3% | 1.90% | -64.4% |
| XLF | Sell | SPDR TRsbi intl financial | $26,854,000 | -58.8% | 1,180,955 | -59.5% | 1.90% | -64.4% |
| New | SPDR TRsbi cons stpls | $26,850,000 | – | 601,757 | +100.0% | 1.90% | – | |
| IYM | Sell | iShares TRdj us bas matl | $26,841,000 | -25.7% | 306,655 | -29.3% | 1.90% | -35.9% |
| IYW | Sell | iShares TRdj us tech sec | $26,841,000 | -25.7% | 277,059 | -30.2% | 1.90% | -35.9% |
| HDV | Buy | iShares TRhigh div us eq | $24,931,000 | +687.7% | 330,704 | +646.5% | 1.77% | +579.6% |
| IWR | New | iShares TRrussel midcap idx | $24,189,000 | – | 148,804 | +100.0% | 1.72% | – |
| ICF | New | iShares TRcoh&strs rlty mj | $24,179,000 | – | 276,871 | +100.0% | 1.71% | – |
| IYY | Buy | iShares TRdj us index etf | $24,179,000 | +32.4% | 243,914 | +26.6% | 1.71% | +14.3% |
| IYC | Buy | iShares TRus cons srvc index | $24,179,000 | +32.4% | 195,830 | +29.0% | 1.71% | +14.3% |
| EFA | New | iShares TRmsci eafe indx | $24,123,000 | – | 352,835 | +100.0% | 1.71% | – |
| FXO | Sell | FIRST TR EXCHANGE TRADED ALPHA FDfinls alphadex | $22,829,000 | -4.5% | 1,025,585 | -6.4% | 1.62% | -17.6% |
| FXU | New | FIRST TR EXCHANGE TRADED ALPHA FDutilities alphadex | $22,829,000 | – | 956,818 | +100.0% | 1.62% | – |
| FXL | Sell | FIRST TR EXCHANGE TRADED ALPHA FDtechnology alphadx | $22,829,000 | -4.5% | 702,019 | -8.5% | 1.62% | -17.6% |
| FXZ | Sell | FIRST TR EXCHANGE TRADED ALPHA FDmaterials alphadx | $22,829,000 | -4.5% | 668,509 | -6.9% | 1.62% | -17.6% |
| FXR | Sell | FIRST TR EXCHANGE TRADED ALPHA FDindls prod dur | $22,829,000 | -4.5% | 748,266 | -7.7% | 1.62% | -17.6% |
| FXH | Sell | FIRST TR EXCHANGE TRADED ALPHA FDhealthcare alpha | $22,829,000 | -4.5% | 428,561 | -8.7% | 1.62% | -17.6% |
| FXG | New | FIRST TR EXCHANGE TRADED ALPHA FDcons stpls alpha | $22,829,000 | – | 573,463 | +100.0% | 1.62% | – |
| FXN | Sell | FIRST TR EXCHANGE TRADED ALPHA FDenergy alphadx | $22,829,000 | -4.5% | 779,255 | -14.6% | 1.62% | -17.6% |
| IJT | Sell | iShares TRsmall cap gro | $17,706,000 | -5.1% | 146,583 | -6.5% | 1.26% | -18.1% |
| IJH | Sell | iShares TRs&p midcap 400 | $17,097,000 | -1.6% | 119,493 | -5.4% | 1.21% | -15.1% |
| EMLP | Buy | First Trust ETFna energy | $17,090,000 | +85.2% | 632,257 | +66.4% | 1.21% | +59.8% |
| FIW | Sell | FIRST TR ISE WATER INDEX FD | $16,927,000 | -3.4% | 489,672 | -3.7% | 1.20% | -16.6% |
| JNJ | Sell | Johnson & Johnson | $16,926,000 | +3.0% | 161,790 | -3.3% | 1.20% | -11.0% |
| GVI | Sell | iShares TRbarclys inter gv | $15,471,000 | -11.6% | 139,514 | -12.3% | 1.10% | -23.7% |
| CEF | Sell | Central Fund CDA Ltd Cl Acl a | $15,473,000 | +1.1% | 1,064,202 | -4.3% | 1.10% | -12.7% |
| IWF | Buy | iShares TRrussell 1000 gro | $14,282,000 | +55.6% | 157,071 | +48.1% | 1.01% | +34.2% |
| IWS | Buy | iShares TRrussell midcap val | $13,831,000 | +58.1% | 190,489 | +49.7% | 0.98% | +36.5% |
| IYH | Sell | iShares TRdj us healthcare | $13,821,000 | -52.3% | 107,801 | -54.2% | 0.98% | -58.8% |
| IYR | New | iShares TRdj us rl est idx | $13,821,000 | – | 192,521 | +100.0% | 0.98% | – |
| IWB | Buy | iShares TRrussell 1000 etf | $13,821,000 | +58.2% | 125,520 | +50.5% | 0.98% | +36.7% |
| GE | Buy | General Electric Co | $13,772,000 | +3.7% | 524,040 | +2.1% | 0.98% | -10.5% |
| FM | New | iShares TRmsci frntr 100 | $13,089,000 | – | 363,854 | +100.0% | 0.93% | – |
| IAU | Sell | iShares Gold TRgold tr | $12,733,000 | -51.6% | 988,585 | -53.2% | 0.90% | -58.2% |
| IEMG | New | iShares TRcore msci em mkt | $11,963,000 | – | 231,389 | +100.0% | 0.85% | – |
| IGOV | Buy | iShares TRintnl tr bd etf | $11,597,000 | +574.2% | 110,172 | +559.3% | 0.82% | +483.0% |
| FXB | Sell | CurrencyShares Brit Pound Sterbri pound ste | $11,597,000 | -36.5% | 68,872 | -38.1% | 0.82% | -45.2% |
| ILF | New | iShares TRs&p lat am 40 idx | $11,597,000 | – | 303,182 | +100.0% | 0.82% | – |
| KMB | Sell | Kimberly Clark Corp | $11,095,000 | -5.2% | 99,761 | -6.1% | 0.79% | -18.2% |
| ABT | Sell | Abbott Laboratories | $11,055,000 | +3.0% | 270,282 | -3.0% | 0.78% | -11.0% |
| VZ | Sell | Verizon Communications Inc | $10,891,000 | +2.5% | 222,586 | -0.4% | 0.77% | -11.6% |
| VNQ | Buy | Vanguard Index Fundsreit etf | $10,689,000 | +80.7% | 142,827 | +70.5% | 0.76% | +56.0% |
| AIG | Buy | American International Group I | $10,663,000 | +9.6% | 195,366 | +0.4% | 0.76% | -5.4% |
| IBB | New | iShares TRnasdaq biotech | $10,445,000 | – | 40,639 | +100.0% | 0.74% | – |
| FXA | New | CurrencyShares Australian DLaustralian dol | $10,358,000 | – | 109,703 | +100.0% | 0.73% | – |
| AET | Sell | Aetna Inc | $10,355,000 | +4.6% | 127,708 | -3.3% | 0.73% | -9.7% |
| EWZ | New | iShares TRmsci brz cap etf | $10,358,000 | – | 216,788 | +100.0% | 0.73% | – |
| VUG | Buy | Vanguard Index Fundsgrowth etf | $10,136,000 | +14.4% | 102,490 | +8.2% | 0.72% | -1.1% |
| V | Buy | Visa Inccl a | $9,214,000 | +78.2% | 43,728 | +82.6% | 0.65% | +53.6% |
| FTSL | Buy | FIRST TR EXCHANGE TRADED FDsenior ln fd | $9,003,000 | +18.4% | 180,854 | +18.2% | 0.64% | +2.2% |
| T | Sell | AT&T Inc | $6,917,000 | -34.1% | 195,616 | -34.6% | 0.49% | -43.2% |
| A309PS | Sell | DirecTV | $6,855,000 | +5.7% | 80,643 | -5.0% | 0.49% | -8.8% |
| BAX | Buy | Baxter Intl Inc | $6,514,000 | +60.4% | 90,092 | +63.3% | 0.46% | +38.7% |
| UTX | Buy | United Technologies Corp | $6,146,000 | +1.3% | 53,233 | +2.5% | 0.44% | -12.4% |
| SPSB | Buy | SPDR TRbarc sht tr cp | $6,089,000 | +52.5% | 195,679 | +50.8% | 0.43% | +31.7% |
| NCR | Buy | NCR Corp | $5,877,000 | +88.2% | 167,490 | +96.1% | 0.42% | +62.9% |
| B108PS | Buy | Actavis PLC | $5,408,000 | +28.3% | 24,244 | +18.4% | 0.38% | +10.7% |
| IVV | Buy | iShares TRs&p index | $5,371,000 | +11.7% | 27,266 | +6.7% | 0.38% | -3.5% |
| PHYS | Buy | Sprott Physical Gold TRunit | $5,019,000 | +12.7% | 455,879 | +9.3% | 0.36% | -2.7% |
| DIS | Buy | Disney Walt Co | $4,922,000 | +7.6% | 57,410 | +0.5% | 0.35% | -7.2% |
| SEMG | New | SemGroup Corp | $4,908,000 | – | 62,245 | +100.0% | 0.35% | – |
| ORCL | Sell | Oracle Corp | $4,879,000 | -7.2% | 120,371 | -6.3% | 0.35% | -19.9% |
| 4945SC | Buy | Kinder Morgan Energy Partners LPunit ltd partn | $4,771,000 | +35.8% | 58,036 | +22.1% | 0.34% | +17.0% |
| LG | New | Laclede Group Inc | $4,611,000 | – | 94,973 | +100.0% | 0.33% | – |
| DD | Sell | Du Pont E I de Nemours & Co | $4,464,000 | -7.9% | 68,220 | -5.5% | 0.32% | -20.6% |
| CVS | Sell | CVS Caremark Corp | $4,024,000 | -4.9% | 53,391 | -5.5% | 0.28% | -17.9% |
| AMGN | Buy | Amgen Inc | $3,939,000 | +38.7% | 33,273 | +44.5% | 0.28% | +19.7% |
| EBAY | Sell | eBay Inc | $3,817,000 | -13.2% | 76,249 | -4.2% | 0.27% | -24.9% |
| CSCO | Sell | Cisco Systems Inc | $3,653,000 | -32.0% | 147,007 | -38.7% | 0.26% | -41.3% |
| FEP | New | FIRST TR EXCHANGE TRADED ALPHA FDeurope alpha | $3,660,000 | – | 105,501 | +100.0% | 0.26% | – |
| PFE | Buy | Pfizer Inc | $3,409,000 | -4.9% | 114,843 | +2.9% | 0.24% | -17.7% |
| MRK | Sell | Merck & Co Inc | $3,379,000 | -2.6% | 58,415 | -4.4% | 0.24% | -15.8% |
| XOM | Sell | Exxon Mobil Corp | $2,949,000 | -3.9% | 29,290 | -6.8% | 0.21% | -17.1% |
| MINT | Sell | PIMCO ETF TRenhan shrt mat | $2,609,000 | -24.1% | 25,722 | -24.2% | 0.18% | -34.4% |
| GLD | Sell | SPDR Gold TR | $2,548,000 | -12.6% | 19,903 | -15.6% | 0.18% | -24.3% |
| BCE | Sell | BCE Inc | $2,255,000 | -73.2% | 49,710 | -74.5% | 0.16% | -76.8% |
| FDT | New | FIRST TR EXCHANGE TRADED ALPHA FDdev mrk ex us | $2,244,000 | – | 42,299 | +100.0% | 0.16% | – |
| MTZ | Buy | Mastec Inc | $2,105,000 | -8.6% | 68,314 | +28.8% | 0.15% | -21.2% |
| KMI | New | Kinder Morgan Inc DEL | $2,016,000 | – | 55,604 | +100.0% | 0.14% | – |
| GIS | Sell | General Mills Inc | $1,949,000 | -77.1% | 37,099 | -77.4% | 0.14% | -80.3% |
| AAPL | Buy | Apple Inc | $1,780,000 | -31.2% | 19,153 | +297.5% | 0.13% | -40.6% |
| PIZ | Buy | Powershares ETF TRdwa dev mkt | $1,404,000 | +12.5% | 53,257 | +15.0% | 0.10% | -2.0% |
| T104PS | Buy | American Realty Cap Properties | $1,387,000 | -8.0% | 110,700 | +2.9% | 0.10% | -21.0% |
| AGG | Sell | iShares TRagg usbd etf | $1,263,000 | -93.7% | 11,536 | -93.8% | 0.09% | -94.5% |
| BKF | New | iShares TRmsci bric indx | $1,239,000 | – | 32,130 | +100.0% | 0.09% | – |
| GBF | Sell | iShares TRgov crd bnd etf | $1,239,000 | -93.8% | 10,995 | -93.9% | 0.09% | -94.6% |
| EWJ | New | iShares TRmsci japan etf | $1,239,000 | – | 102,871 | +100.0% | 0.09% | – |
| AGZ | Sell | iShares TRagency bd fd | $1,239,000 | -28.0% | 10,993 | -28.7% | 0.09% | -37.6% |
| MBB | Sell | iShares TRbarclys mbs bd | $1,239,000 | -89.0% | 11,445 | -89.2% | 0.09% | -90.5% |
| EWO | New | iShares TRaustria capd etf | $1,239,000 | – | 63,257 | +100.0% | 0.09% | – |
| FEMS | Buy | FIRST TR EXCHANGE TRADED ALPHA FDem sml cp alph | $1,124,000 | +18.1% | 30,306 | +16.7% | 0.08% | +2.6% |
| CELG | Buy | Celgene Corp | $1,030,000 | +21.9% | 11,992 | +98.2% | 0.07% | +5.8% |
| CRS | Carpenter Technology Corp | $872,000 | -4.3% | 13,790 | 0.0% | 0.06% | -17.3% | |
| EMC | EMC Corp MA | $833,000 | -3.9% | 31,638 | 0.0% | 0.06% | -16.9% | |
| IBM | Buy | International Business Machine | $820,000 | -3.1% | 4,524 | +3.0% | 0.06% | -15.9% |
| EXI | New | iShares TRglob indstrl etf | $815,000 | – | 11,189 | +100.0% | 0.06% | – |
| RXI | New | iShares TRglob con disc | $815,000 | – | 9,695 | +100.0% | 0.06% | – |
| ISTB | Sell | iShares TRcore sterm usbd | $812,000 | -26.6% | 8,071 | -26.8% | 0.06% | -36.3% |
| IXG | New | iShares TRglobal financial | $815,000 | – | 14,247 | +100.0% | 0.06% | – |
| IXJ | New | iShares TRglobal hlthcre | $815,000 | – | 8,642 | +100.0% | 0.06% | – |
| MCD | McDonalds Corp | $814,000 | +2.6% | 8,085 | 0.0% | 0.06% | -10.8% | |
| ZIXI | New | Zix Corp | $784,000 | – | 229,225 | +100.0% | 0.06% | – |
| DVY | iShares TRselect divid etf | $776,000 | +5.0% | 10,083 | 0.0% | 0.06% | -9.8% | |
| EMDD | EGS Emerging Globalegshr em dom | $745,000 | +4.8% | 31,700 | 0.0% | 0.05% | -8.6% | |
| SRLN | Sell | SSGA Active ETF TRblkstn gsosrln | $709,000 | -92.2% | 14,183 | -92.2% | 0.05% | -93.3% |
| BRKB | Berkshire Hathaway Inc Cl B | $604,000 | +1.3% | 4,770 | 0.0% | 0.04% | -12.2% | |
| KO | Sell | Coca-Cola Co | $528,000 | -1.3% | 12,467 | -10.0% | 0.04% | -15.9% |
| IJR | iShares TRs&p small cap 600 | $523,000 | +1.8% | 4,666 | 0.0% | 0.04% | -11.9% | |
| SLV | Sell | iShares Silver TRsilver tr | $487,000 | -13.2% | 24,060 | -18.3% | 0.04% | -23.9% |
| UL | Sell | Unilever PLCspon adr | $480,000 | -3.4% | 10,590 | -8.9% | 0.03% | -17.1% |
| PG | Procter & Gamble Co | $485,000 | -2.4% | 6,170 | 0.0% | 0.03% | -17.1% | |
| BIV | New | Vanguard BD Index Fundintermed term | $456,000 | – | 5,381 | +100.0% | 0.03% | – |
| MRCY | Sell | Mercury Computer Systems | $445,000 | -20.3% | 39,203 | -7.1% | 0.03% | -30.4% |
| EMR | Sell | Emerson Electric Co | $437,000 | -3.5% | 6,587 | -2.9% | 0.03% | -16.2% |
| MMM | Sell | 3M Co | $438,000 | -7.8% | 3,058 | -12.7% | 0.03% | -20.5% |
| PEP | PepsiCo Inc | $403,000 | +7.2% | 4,507 | 0.0% | 0.03% | -6.5% | |
| DHR | Sell | Danaher Corp | $404,000 | +1.0% | 5,126 | -4.0% | 0.03% | -12.1% |
| EIS | Buy | iShares TRmsci israel | $400,000 | +53.3% | 7,650 | +54.5% | 0.03% | +33.3% |
| IWD | New | iShares TRrussell 1000 val | $400,000 | – | 3,950 | +100.0% | 0.03% | – |
| XLK | Sell | SPDR TRsbi int tech | $376,000 | -98.7% | 9,792 | -98.8% | 0.03% | -98.9% |
| JPM | JPMorgan Chase & Co | $369,000 | -5.1% | 6,401 | 0.0% | 0.03% | -18.8% | |
| VO | Vanguard Index Fundsmid cap etf | $368,000 | +4.2% | 3,104 | 0.0% | 0.03% | -10.3% | |
| SGOL | ETFS Gold TR | $353,000 | +3.5% | 2,704 | 0.0% | 0.02% | -10.7% | |
| EXG | Eaton Vance Tax Mgd Global Div | $349,000 | +2.6% | 33,650 | 0.0% | 0.02% | -10.7% | |
| PSXP | Phillips 66 Partners LP | $355,000 | +55.7% | 4,700 | 0.0% | 0.02% | +31.6% | |
| M102SC | Nuveen Equity Prem Opport Fund | $334,000 | +2.1% | 26,000 | 0.0% | 0.02% | -11.1% | |
| WMT | Sell | Wal-Mart Stores Inc | $343,000 | -92.6% | 4,566 | -92.5% | 0.02% | -93.7% |
| SHY | Sell | iShares TRbarclys 1-3 yr | $332,000 | -84.7% | 3,930 | -84.8% | 0.02% | -86.6% |
| WFC | Wells Fargo & Co | $308,000 | +5.5% | 5,869 | 0.0% | 0.02% | -8.3% | |
| MSFT | Microsoft Corp | $315,000 | +1.6% | 7,557 | 0.0% | 0.02% | -12.0% | |
| SLB | Schlumberger Ltd | $290,000 | +21.3% | 2,455 | 0.0% | 0.02% | +5.0% | |
| BMY | Sell | Bristol-Myers Squibb Co | $289,000 | -9.7% | 5,949 | -3.4% | 0.02% | -23.1% |
| WAG | Sell | Walgreen Co | $289,000 | -0.3% | 3,895 | -11.4% | 0.02% | -16.7% |
| GOOG | New | Google Inc Cl C | $247,000 | – | 430 | +100.0% | 0.02% | – |
| TJX | Buy | TJX Cos Inc | $255,000 | -9.3% | 4,789 | +3.5% | 0.02% | -21.7% |
| GOOGL | Sell | Google Inc Cl A | $251,000 | -49.8% | 430 | -4.2% | 0.02% | -56.1% |
| INTC | Sell | Intel Corp | $242,000 | -91.4% | 7,835 | -92.8% | 0.02% | -92.7% |
| OKS | Oneok Partners LPunit ltd partn | $234,000 | +9.3% | 4,000 | 0.0% | 0.02% | -5.6% | |
| KKR | KKR & Co LP DEL | $243,000 | +6.6% | 10,000 | 0.0% | 0.02% | -10.5% | |
| CMI | Cummins Inc | $239,000 | +3.5% | 1,551 | 0.0% | 0.02% | -10.5% | |
| DEO | Sell | Diageo PLCsp adr | $239,000 | -28.2% | 1,875 | -29.9% | 0.02% | -37.0% |
| FB | New | Facebook Inc | $223,000 | – | 3,318 | +100.0% | 0.02% | – |
| LGLV | Sell | SPDR TRrussell 1000 low vol | $218,000 | -26.1% | 3,007 | -28.5% | 0.02% | -37.5% |
| CVX | Sell | Chevron Corp | $217,000 | +3.3% | 1,662 | -5.7% | 0.02% | -11.8% |
| ISHG | New | iShares TR1-3 yr intl tr | $184,000 | – | 1,902 | +100.0% | 0.01% | – |
| NHTB | New Hampshire Thrift Bancshares | $153,000 | +3.4% | 10,034 | 0.0% | 0.01% | -8.3% | |
| PGHEF | Sell | Pengrowth Energy Corp | $147,000 | +9.7% | 20,420 | -7.3% | 0.01% | -9.1% |
| BKLN | New | Powershares ETF TRsr loan portf | $118,000 | – | 4,751 | +100.0% | 0.01% | – |
| SHV | Exit | iShares TRshrt trs bd etf | $0 | – | -15,602 | -100.0% | -0.14% | – |
| ESLT | Exit | Elbit Systems Ltdord | $0 | – | -35,775 | -100.0% | -0.18% | – |
| GNCIQ | Exit | GNC Holdings Inc | $0 | – | -58,031 | -100.0% | -0.21% | – |
| VOO | Exit | Vanguard Index Funds | $0 | – | -48,364 | -100.0% | -0.68% | – |
| TLH | Exit | iShares TR10-20 yr trs etf | $0 | – | -75,538 | -100.0% | -0.78% | – |
| IEF | Exit | iShares TR7-10 yr tr bd etf | $0 | – | -110,560 | -100.0% | -0.92% | – |
| TLT | Exit | iShares TR20+ yr tr bd etf | $0 | – | -167,407 | -100.0% | -1.50% | – |
| XLB | Exit | SPDR TRsbi materials | $0 | – | -612,534 | -100.0% | -2.38% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 38 | Q3 2022 | 4.4% |
| ISHARES TR | 38 | Q3 2022 | 4.5% |
| JOHNSON & JOHNSON | 38 | Q3 2022 | 3.5% |
| APPLE INC | 38 | Q3 2022 | 4.7% |
| ISHARES TR | 38 | Q3 2022 | 4.9% |
| Vanguard Index Funds | 38 | Q3 2022 | 2.8% |
| MCDONALDS CORP | 38 | Q3 2022 | 3.1% |
| ISHARES TR | 38 | Q3 2022 | 2.4% |
| BERKSHIRE HATHAWAY INC DEL | 38 | Q3 2022 | 2.7% |
| PEPSICO INC | 38 | Q3 2022 | 2.0% |
View Beaumont Financial Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-07 |
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-08-04 |
| 13F-HR | 2021-05-04 |
| 13F-HR | 2021-02-08 |
| 13F-HR | 2020-11-02 |
| 13F-HR | 2020-08-05 |
View Beaumont Financial Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.