$1.05 Billion is the total value of Beaumont Financial Partners, LLC's 308 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -1,826 | -100.0% | -0.02% | – |
| GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -8,531 | -100.0% | -0.02% | – |
| ACWX | Exit | ISHARES TRmsci acwi ex us | $0 | – | -5,909 | -100.0% | -0.03% | – |
| JHMU | Exit | JOHN HANCOCK EXCHANGE TRADEDmltfactr utils | $0 | – | -14,586 | -100.0% | -0.04% | – |
| JHMI | Exit | JOHN HANCOCK EXCHANGE TRADEDmltfactr indls | $0 | – | -13,303 | -100.0% | -0.05% | – |
| IEZ | Exit | ISHARES TRus oil eq&sv etf | $0 | – | -82,129 | -100.0% | -0.07% | – |
| TFLO | Exit | ISHARES TRtrs flt rt bd | $0 | – | -19,028 | -100.0% | -0.10% | – |
| AIA | Exit | ISHARES TRasia 50 etf | $0 | – | -22,237 | -100.0% | -0.15% | – |
| FXI | Exit | ISHARES TRchina lg-cap etf | $0 | – | -36,602 | -100.0% | -0.15% | – |
| SPTL | Exit | SPDR SER TRportfolio ln tsr | $0 | – | -34,751 | -100.0% | -0.17% | – |
| IHI | Exit | ISHARES TRus med dvc | $0 | – | -6,780 | -100.0% | -0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-02
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.