$661 Million is the total value of Beaumont Financial Partners, LLC's 153 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 31.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGG | Buy | iShares TRcore us aggbd et | $26,707,000 | +0.2% | 247,151 | +4.2% | 4.04% | -4.2% |
| IJH | Buy | iShares TRs&p midcap 400 | $24,457,000 | +10.1% | 147,923 | +3.0% | 3.70% | +5.3% |
| IJT | Buy | iShares TRsp smcp600gr etf | $23,151,000 | +10.0% | 154,339 | +0.6% | 3.50% | +5.3% |
| FENY | Buy | Fidelitymsci energy idx | $21,085,000 | +97.6% | 995,520 | +85.0% | 3.19% | +89.0% |
| FTEC | Buy | Fidelitymsci info tech i | $20,836,000 | +100.3% | 564,522 | +98.4% | 3.15% | +91.6% |
| FDIS | Buy | Fidelitymsci consm dis | $20,159,000 | +140.3% | 626,728 | +135.1% | 3.05% | +129.9% |
| FNCL | New | Fidelitymsci finls idx | $20,159,000 | – | 582,977 | +100.0% | 3.05% | – |
| FIDU | Buy | Fidelitymsci indl indx | $20,159,000 | +106.5% | 625,585 | +93.8% | 3.05% | +97.5% |
| FMAT | Buy | Fidelitymsci matls index | $20,159,000 | +106.5% | 699,006 | +96.2% | 3.05% | +97.5% |
| JNJ | Buy | Johnson & Johnson | $17,045,000 | -1.6% | 147,950 | +0.9% | 2.58% | -5.8% |
| HDV | Buy | iShares TRcore high dv etf | $16,037,000 | +12.6% | 194,981 | +11.3% | 2.42% | +7.7% |
| MUNI | New | PIMCO ETF TRinter mun mb act | $16,016,000 | – | 305,657 | +100.0% | 2.42% | – |
| AIG | Buy | American Intl Group Inc | $13,122,000 | +10.4% | 200,926 | +0.3% | 1.98% | +5.6% |
| MCD | Sell | McDonalds Corp | $13,008,000 | +4.5% | 106,871 | -1.0% | 1.97% | -0.1% |
| VUG | Buy | Vanguard Index Fundsgrowth etf | $12,918,000 | +8.3% | 115,880 | +9.1% | 1.95% | +3.6% |
| VNQ | Sell | Vanguard Index Fundsreit etf | $12,153,000 | -4.9% | 147,253 | -0.1% | 1.84% | -9.1% |
| V | Buy | Visa Inccl a | $11,581,000 | -1.8% | 148,440 | +4.0% | 1.75% | -6.2% |
| PEP | Buy | PepsiCo Inc | $11,086,000 | -0.2% | 105,955 | +3.7% | 1.68% | -4.6% |
| BRKB | Buy | Berkshire Hathaway Inc Cl B | $11,050,000 | +13.7% | 67,802 | +0.8% | 1.67% | +8.7% |
| AAPL | Buy | Apple Inc | $10,747,000 | +5.2% | 92,795 | +2.7% | 1.62% | +0.6% |
| DOW | Buy | Dow Chem Co | $9,718,000 | +11.6% | 169,837 | +1.1% | 1.47% | +6.8% |
| RDSA | Buy | Royal Dutch Shell Plcspons adr a | $9,613,000 | +13.8% | 176,767 | +4.7% | 1.45% | +8.8% |
| EMLP | Buy | FIRST TR EXCHANGE TRADED FDno amer energy | $9,292,000 | +2.2% | 368,161 | +2.5% | 1.40% | -2.3% |
| GOOGL | Buy | Alphabet Inccap stk cl a | $9,112,000 | +31.1% | 11,498 | +33.0% | 1.38% | +25.4% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $8,798,000 | +13.1% | 181,821 | +17.3% | 1.33% | +8.1% |
| SPSB | Sell | SPDR SERIES TRUSTblomberg brc srt | $8,443,000 | -2.3% | 276,543 | -1.5% | 1.28% | -6.5% |
| T | Buy | AT&T Inc | $8,301,000 | +34.4% | 195,192 | +28.3% | 1.26% | +28.5% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $7,505,000 | +43.0% | 155,202 | +41.3% | 1.14% | +36.7% |
| ACWX | Buy | iShares TRmsci acwi ex us | $7,476,000 | +39.8% | 185,656 | +44.0% | 1.13% | +33.7% |
| XLE | Buy | SELECT SECTOR SPDR TRsbi int-energy | $7,449,000 | +45.8% | 98,909 | +36.7% | 1.13% | +39.4% |
| MDLZ | Buy | Mondelez Intl Inccl a | $7,431,000 | +3.0% | 167,623 | +2.0% | 1.12% | -1.5% |
| XLY | Sell | SPDR TRsbi cons discr | $7,368,000 | -21.9% | 90,528 | -23.2% | 1.11% | -25.3% |
| XLF | New | SELECT SECTOR SPDR TRsbi int-energy | $7,297,000 | – | 313,870 | +100.0% | 1.10% | – |
| IVV | Buy | iShares TRcore s&p 500 etf | $7,278,000 | +61.9% | 32,350 | +56.5% | 1.10% | +54.9% |
| OUSA | Sell | FQF TRoshars ftse us | $7,273,000 | -4.0% | 264,654 | -4.2% | 1.10% | -8.2% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $7,225,000 | +46.2% | 116,131 | +37.2% | 1.09% | +39.9% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $7,211,000 | +50.8% | 145,108 | +44.9% | 1.09% | +44.2% |
| DVY | Buy | iShares TRselect divid etf | $6,905,000 | +24.1% | 77,963 | +20.0% | 1.04% | +18.6% |
| CEF | Sell | Central FD CDA Ltdcl a | $6,751,000 | -20.4% | 597,932 | -2.5% | 1.02% | -23.9% |
| EZU | Buy | iSharesmsci eurzone etf | $6,504,000 | +15.4% | 187,969 | +15.0% | 0.98% | +10.4% |
| MUB | Sell | iShares TRnational mun etf | $6,433,000 | -63.7% | 59,470 | -62.2% | 0.97% | -65.3% |
| FDN | Sell | FIRST TR EXCHANGE TRADED FDdj internet idx | $6,079,000 | -4.7% | 76,152 | -2.6% | 0.92% | -8.9% |
| D | Sell | Dominion Res Inc VA New | $5,579,000 | +1.3% | 72,841 | -1.7% | 0.84% | -3.0% |
| ABT | Buy | Abbott Laboratories | $4,931,000 | -6.5% | 128,382 | +3.0% | 0.75% | -10.6% |
| DHR | Buy | Danaher Corp | $4,386,000 | +2.0% | 56,345 | +2.8% | 0.66% | -2.5% |
| FTV | Sell | Fortive Corp | $4,228,000 | +1.9% | 78,843 | -3.3% | 0.64% | -2.6% |
| LOW | Sell | Lowes Cos Inc | $4,199,000 | -13.1% | 59,035 | -11.8% | 0.64% | -16.9% |
| PHYS | Buy | Sprott Physical Gold Trustunit | $4,191,000 | +26.7% | 446,373 | +47.7% | 0.63% | +21.2% |
| SUB | New | iShares TRshrt nat mun etf | $4,066,000 | – | 38,699 | +100.0% | 0.62% | – |
| FXR | Buy | FIRST TR EXCHANGE TRADED FDindls prod dur | $4,021,000 | +36.1% | 122,291 | +21.9% | 0.61% | +30.2% |
| FXZ | Buy | FIRST TR EXCHANGE TRADED FDmaterials alph | $4,021,000 | +36.1% | 112,222 | +29.9% | 0.61% | +30.2% |
| FXL | Buy | FIRST TR EXCHANGE TRADED FDtech alphadx | $4,021,000 | +36.1% | 106,093 | +32.0% | 0.61% | +30.2% |
| FXO | Buy | FIRST TR EXCHANGE TRADED FDfinls alphadex | $4,021,000 | +36.1% | 148,758 | +22.3% | 0.61% | +30.2% |
| FXN | Buy | FIRST TR EXCHANGE TRADED FDenergy alphadx | $4,021,000 | +36.1% | 243,545 | +27.1% | 0.61% | +30.2% |
| FXD | New | FIRST TR EXCHANGE TRADED FDconsumr discre | $4,021,000 | – | 113,266 | +100.0% | 0.61% | – |
| CSCO | Buy | Cisco Systems Inc | $3,973,000 | -4.7% | 131,476 | +0.0% | 0.60% | -8.8% |
| MRK | Sell | Merck & Co Inc New | $3,915,000 | -14.4% | 66,508 | -9.3% | 0.59% | -18.2% |
| OEUH | Sell | FQF TRo shares europ | $3,907,000 | -26.4% | 158,935 | -19.6% | 0.59% | -29.6% |
| IGSB | Buy | iShares TR1-3 yr cr bd etf | $3,725,000 | +15.6% | 35,494 | +16.5% | 0.56% | +10.4% |
| IYC | Sell | iShares TRu.s. cnsm sv etf | $3,307,000 | -7.6% | 21,899 | -10.0% | 0.50% | -11.7% |
| IWB | Sell | iSharesrus 1000 etf | $3,277,000 | -17.9% | 26,331 | -20.6% | 0.50% | -21.4% |
| IXN | New | iShares TRglobal tech etf | $3,172,000 | – | 28,873 | +100.0% | 0.48% | – |
| IWF | Buy | iShares TRrus 1000 grw etf | $3,014,000 | +18.6% | 28,735 | +17.8% | 0.46% | +13.4% |
| IWS | Sell | iShares TRrus mdcp val etf | $2,957,000 | -26.6% | 36,771 | -29.9% | 0.45% | -29.8% |
| EWZ | New | iSharesmsci brz cap etf | $2,922,000 | – | 87,649 | +100.0% | 0.44% | – |
| EEM | Sell | iShares TRmsci emg mkt etf | $2,589,000 | -11.1% | 73,938 | -4.9% | 0.39% | -14.8% |
| XOM | Sell | Exxon Mobil Corp | $2,503,000 | -6.1% | 27,731 | -9.2% | 0.38% | -10.0% |
| GE | Sell | General Electric Co | $2,437,000 | +6.0% | 77,109 | -0.7% | 0.37% | +1.4% |
| VTV | Buy | Vanguard Index FDSvalue etf | $2,357,000 | +430.9% | 25,347 | +396.3% | 0.36% | +408.6% |
| SPAB | New | SPDR SERIES TRUSTblombrg brc agrt | $2,076,000 | – | 36,472 | +100.0% | 0.31% | – |
| SLB | New | Schlumberger LTD | $2,032,000 | – | 24,211 | +100.0% | 0.31% | – |
| TFI | New | SPDR SER TRnuveen brc munic | $2,002,000 | – | 42,205 | +100.0% | 0.30% | – |
| NUAG | New | NUSHARES ETF TRenhanced yield | $1,870,000 | – | 76,982 | +100.0% | 0.28% | – |
| IYH | Sell | iShares TRus hlthcare etf | $1,870,000 | -53.2% | 12,974 | -51.2% | 0.28% | -55.2% |
| GVI | Buy | iShares TRbarclys inter gv | $1,855,000 | +408.2% | 16,887 | +421.2% | 0.28% | +384.5% |
| IWD | Sell | iShares TRrus 1000 val etf | $1,834,000 | -53.6% | 16,371 | -56.3% | 0.28% | -55.7% |
| IBB | Sell | iShares TRnasdq biotech etf | $1,739,000 | -22.4% | 6,552 | -15.4% | 0.26% | -25.7% |
| IYW | New | iShares TRu.s. tech etf | $1,515,000 | – | 12,598 | +100.0% | 0.23% | – |
| IYJ | Sell | iShares TRu.s. inds etf | $1,452,000 | -63.6% | 12,048 | -65.5% | 0.22% | -65.1% |
| IYY | Sell | iShares TRdow jones us etf | $1,407,000 | -64.8% | 12,559 | -65.9% | 0.21% | -66.2% |
| SOXX | Sell | iShares TRphlx semicnd etf | $1,407,000 | -29.2% | 11,467 | -34.8% | 0.21% | -32.2% |
| CELG | Buy | Celgene Corp | $1,353,000 | +11.6% | 11,690 | +0.8% | 0.20% | +6.8% |
| DBEZ | Sell | DBX ETF TRmsci eurozone hd | $1,263,000 | -5.0% | 47,121 | -11.2% | 0.19% | -9.0% |
| GLD | Buy | SPDR GOLD TRUST | $1,240,000 | +30.1% | 11,310 | +49.1% | 0.19% | +24.5% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $1,116,000 | -1.1% | 11,010 | -1.0% | 0.17% | -5.1% |
| FTSL | Buy | FIRST TR EXCHANGE TRADED FDsenior ln fd | $1,020,000 | +7.0% | 21,006 | +6.8% | 0.15% | +2.0% |
| SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $945,000 | +4.1% | 11,047 | +2.7% | 0.14% | -0.7% |
| EFA | New | iShares TRmsci eafe etf | $832,000 | – | 14,420 | +100.0% | 0.13% | – |
| KMB | Sell | Kimberly Clark Corp | $744,000 | -11.2% | 6,519 | -1.9% | 0.11% | -14.4% |
| IJR | Buy | iShares TRcore s&p scp etf | $635,000 | +18.0% | 4,623 | +6.7% | 0.10% | +12.9% |
| QCOM | Buy | Qualcomm Inc | $627,000 | -4.0% | 9,620 | +1.0% | 0.10% | -7.8% |
| BCE | BCE Inc | $587,000 | -6.4% | 13,580 | 0.0% | 0.09% | -10.1% | |
| FB | Buy | Facebook Inc | $582,000 | -3.5% | 5,063 | +7.7% | 0.09% | -7.4% |
| PG | Sell | Procter & Gamble Co | $577,000 | -11.5% | 6,864 | -5.5% | 0.09% | -15.5% |
| AMT | Buy | American Tower Corp New | $560,000 | -3.1% | 5,303 | +3.9% | 0.08% | -6.6% |
| IBM | Buy | International Business Machine | $539,000 | +4.9% | 3,250 | +0.3% | 0.08% | +1.2% |
| JPM | Sell | JPMorgan Chase & Co | $527,000 | +25.8% | 6,110 | -2.9% | 0.08% | +21.2% |
| SPY | SPDR S&P 500 ETF TRtr unit | $520,000 | +3.4% | 2,328 | 0.0% | 0.08% | -1.2% | |
| BMY | Buy | Bristol-Myers Squibb Co | $450,000 | +8.4% | 7,707 | +0.1% | 0.07% | +3.0% |
| SCHD | Buy | Schwab Strategic Trus dividend eq | $426,000 | +10.4% | 9,789 | +7.2% | 0.06% | +4.9% |
| MSFT | Buy | Microsoft Corp | $401,000 | +12.3% | 6,459 | +4.1% | 0.06% | +8.9% |
| EIS | iShares TRmsci isr cap etf | $406,000 | -3.3% | 8,750 | 0.0% | 0.06% | -7.6% | |
| AMZN | Buy | Amazon Com Inc | $406,000 | +4.6% | 542 | +16.8% | 0.06% | 0.0% |
| MS | Buy | Morgan Stanley | $402,000 | +39.1% | 9,527 | +5.5% | 0.06% | +32.6% |
| SLV | Sell | iShares Silver TRishares | $386,000 | -80.8% | 25,575 | -76.8% | 0.06% | -81.8% |
| LEN | Sell | Lennar Corpcl a | $383,000 | -36.6% | 8,928 | -37.4% | 0.06% | -38.9% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $376,000 | -92.3% | 5,455 | -91.9% | 0.06% | -92.6% |
| DVMT | Buy | Dell Technologies Inc | $375,000 | +60.9% | 6,819 | +40.1% | 0.06% | +54.1% |
| CVX | Buy | Chevron Corp New | $372,000 | +17.7% | 3,157 | +2.7% | 0.06% | +12.0% |
| VO | Vanguard Index Fundsmid cap etf | $369,000 | +1.7% | 2,802 | 0.0% | 0.06% | -1.8% | |
| FLTB | New | Fidelityltd trm bd etf | $355,000 | – | 7,105 | +100.0% | 0.05% | – |
| MBB | New | iShares TRmbs etf | $355,000 | – | 3,338 | +100.0% | 0.05% | – |
| ULST | New | SSGA ACTIVE ETF TRult sht trm bd | $355,000 | – | 8,830 | +100.0% | 0.05% | – |
| GBF | Sell | iShares TRgov/cred bd etf | $355,000 | -19.9% | 3,169 | -16.1% | 0.05% | -22.9% |
| IGIB | Sell | iShares TRinterm cr bd etf | $355,000 | -19.9% | 3,281 | -17.5% | 0.05% | -22.9% |
| HON | Buy | Honeywell Intl Inc | $360,000 | +73.9% | 3,106 | +75.2% | 0.05% | +63.6% |
| GOOG | Buy | Alphabet Inccap stk cl c | $355,000 | +27.2% | 460 | +28.5% | 0.05% | +22.7% |
| KO | Sell | Coca-Cola Co | $341,000 | -9.1% | 8,222 | -7.3% | 0.05% | -11.9% |
| ACWI | Sell | iShares TRmsci acwi etf | $323,000 | -21.6% | 5,456 | -21.9% | 0.05% | -24.6% |
| STZ | New | Constellation Brands INCcl a | $316,000 | – | 2,061 | +100.0% | 0.05% | – |
| ABBV | Sell | Abbvie Inc | $315,000 | -4.5% | 5,032 | -3.8% | 0.05% | -7.7% |
| STIP | New | iShares TR0-5 yr tips etf | $305,000 | – | 3,028 | +100.0% | 0.05% | – |
| WFC | Sell | Wells Fargo & Co | $302,000 | +18.0% | 5,478 | -5.3% | 0.05% | +15.0% |
| VZ | Verizon Communications Inc | $293,000 | +2.8% | 5,482 | 0.0% | 0.04% | -2.2% | |
| IWM | iShares TRrussell 2000 etf | $282,000 | +8.5% | 2,092 | 0.0% | 0.04% | +4.9% | |
| MMM | Buy | 3M CO | $279,000 | +5.7% | 1,564 | +4.4% | 0.04% | 0.0% |
| TJX | Sell | TJX Cos Inc | $265,000 | -19.0% | 3,525 | -19.4% | 0.04% | -23.1% |
| INTC | Sell | Intel Corp | $262,000 | -13.2% | 7,214 | -10.0% | 0.04% | -16.7% |
| ABMD | ABIOMED INC | $256,000 | -12.3% | 2,275 | 0.0% | 0.04% | -15.2% | |
| RXI | New | iShares TRglb cns disc etf | $250,000 | – | 2,776 | +100.0% | 0.04% | – |
| EXI | New | iShares TRglob indstrl etf | $250,000 | – | 3,322 | +100.0% | 0.04% | – |
| MXI | New | iShares TRglobal mater etf | $250,000 | – | 4,566 | +100.0% | 0.04% | – |
| DIS | Buy | Disney Walt Co | $248,000 | +14.8% | 2,380 | +2.3% | 0.04% | +11.8% |
| IXC | New | iShares TRglobal energ etf | $250,000 | – | 7,193 | +100.0% | 0.04% | – |
| IXG | New | iShares TRglobal finls etf | $250,000 | – | 4,332 | +100.0% | 0.04% | – |
| BRKA | Berkshire Hathaway Inc Delcl a | $244,000 | +13.0% | 1 | 0.0% | 0.04% | +8.8% | |
| EDGW | Buy | Edgewater Technology Inc | $246,000 | -5.0% | 32,780 | +7.5% | 0.04% | -9.8% |
| DIA | Sell | SPDR Dow Jones Indl Avrg ETFut ser 1 | $238,000 | +1.3% | 1,205 | -6.2% | 0.04% | -2.7% |
| EMR | Sell | Emerson Elec Co | $237,000 | +0.4% | 4,245 | -2.1% | 0.04% | -2.7% |
| COST | Buy | Costco Whsl Corp New | $237,000 | +7.7% | 1,481 | +2.6% | 0.04% | +2.9% |
| PFE | Sell | Pfizer Inc | $238,000 | -96.3% | 7,343 | -96.1% | 0.04% | -96.5% |
| INDB | New | Independent Bank Corp Mass | $232,000 | – | 3,298 | +100.0% | 0.04% | – |
| SCHA | Buy | Schwab Strategic Trus sml cap etf | $231,000 | +10.0% | 3,752 | +2.7% | 0.04% | +6.1% |
| BIV | Vanguard BD Index Fd Incintermed term | $223,000 | -5.5% | 2,688 | 0.0% | 0.03% | -8.1% | |
| HD | Sell | Home Depot | $220,000 | +3.8% | 1,643 | -0.2% | 0.03% | -2.9% |
| BAC | New | BANK AMER CORP | $208,000 | – | 9,424 | +100.0% | 0.03% | – |
| SO | Southern Co | $208,000 | -4.1% | 4,224 | 0.0% | 0.03% | -8.8% | |
| SGOL | Buy | ETFS GOLD TR | $201,000 | -3.4% | 1,800 | +10.8% | 0.03% | -9.1% |
| KKR | KKR & Co L P DEL | $154,000 | +7.7% | 10,000 | 0.0% | 0.02% | 0.0% | |
| NEA | New | Nuveen Amt Free Qlty Mun Inc | $151,000 | – | 11,307 | +100.0% | 0.02% | – |
| MFM | New | MFS Mun Income TRsh ben int | $71,000 | – | 10,747 | +100.0% | 0.01% | – |
| PSLV | Sell | Sprott Physical Silver TRtr unit | $67,000 | -27.2% | 11,052 | -11.2% | 0.01% | -33.3% |
| PGHEF | New | Pengrowth Energy Corp | $18,000 | – | 12,966 | +100.0% | 0.00% | – |
| ISTB | Exit | iShares TRcore st usdb etf | $0 | – | -4,088 | -100.0% | -0.03% | – |
| TRIP | Exit | Tripadvisor Inc | $0 | – | -12,862 | -100.0% | -0.13% | – |
| IWR | Exit | iShares TRrus mid-cap etf | $0 | – | -11,511 | -100.0% | -0.32% | – |
| OEUR | Exit | FQF TR | $0 | – | -115,436 | -100.0% | -0.42% | – |
| FXG | Exit | FIRST TR EXCHANGE TRADED FDconsumr staple | $0 | – | -62,609 | -100.0% | -0.46% | – |
| FXH | Exit | FIRST TR EXCHANGE TRADED FDhlth care alph | $0 | – | -48,558 | -100.0% | -0.47% | – |
| FXU | Exit | FIRST TR EXCHANGE TRADED FDutilities alph | $0 | – | -113,951 | -100.0% | -0.47% | – |
| IYF | Exit | iShares TRu.s. finls etf | $0 | – | -44,372 | -100.0% | -0.63% | – |
| XLRE | Exit | SELECT SECTOR SPDR TRrl est sel sec | $0 | – | -145,757 | -100.0% | -0.76% | – |
| XLU | Exit | SPDR TRsbi int-utils | $0 | – | -100,991 | -100.0% | -0.78% | – |
| XLP | Exit | SPDR TRsbi cons stpls | $0 | – | -93,405 | -100.0% | -0.79% | – |
| FREL | Exit | Fidelitymsci rl est etf | $0 | – | -398,384 | -100.0% | -1.54% | – |
| FHLC | Exit | Fidelitymsci hlth care i | $0 | – | -283,321 | -100.0% | -1.54% | – |
| FSTA | Exit | Fidelitymsci consmr staples | $0 | – | -307,842 | -100.0% | -1.55% | – |
| FUTY | Exit | Fidelitymsci utils index | $0 | – | -313,366 | -100.0% | -1.57% | – |
| CVS | Exit | CVS Health Corp | $0 | – | -115,964 | -100.0% | -1.63% | – |
| XLFS | Exit | SELECT SECTOR SPDR TRfinl svcs selc | $0 | – | -477,313 | -100.0% | -2.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-08
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.