$1.31 Billion is the total value of Beaumont Financial Partners, LLC's 356 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 24.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Sell | VANGUARD INDEX FDS | $85,702,000 | -9.5% | 206,427 | -4.9% | 6.52% | -5.1% |
| AAPL | Sell | APPLE INC | $61,171,000 | -4.5% | 350,329 | -2.9% | 4.65% | +0.2% |
| VT | Sell | VANGUARD INTL EQUITY INDEX FDtt wrld st etf | $49,356,000 | -30.1% | 487,276 | -25.8% | 3.75% | -26.7% |
| IJH | Sell | ISHARES TRcore s&p mcap etf | $30,950,000 | -7.2% | 115,337 | -2.1% | 2.35% | -2.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b | $25,255,000 | -1.3% | 71,564 | -16.3% | 1.92% | +3.6% |
| LOW | Sell | LOWES COS INC | $22,332,000 | -23.7% | 110,386 | -2.5% | 1.70% | -19.9% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $21,181,000 | -14.5% | 73,647 | -4.5% | 1.61% | -10.3% |
| IJT | Sell | ISHARES TRs&p scp 600 grwth | $20,803,000 | -15.4% | 166,290 | -6.2% | 1.58% | -11.3% |
| PEP | Sell | PEPSICO INC | $17,857,000 | -5.7% | 106,683 | -2.2% | 1.36% | -1.2% |
| ABT | Sell | ABBOTT LABS | $12,891,000 | -16.2% | 108,875 | -0.3% | 0.98% | -12.1% |
| FTGC | Sell | FIRST TR EXCHANGE TRADED FD VIfst tr glb dn | $12,750,000 | -7.7% | 448,486 | -25.1% | 0.97% | -3.2% |
| CEF | Sell | SPROTT PHYSICAL GOLD & SILVERtr unit | $11,427,000 | +8.5% | 589,624 | -0.7% | 0.87% | +13.7% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $11,353,000 | -6.1% | 180,832 | -0.8% | 0.86% | -1.6% |
| FDN | Sell | FIRST TR EXCHANGE TRADED FDdj internet idx | $10,486,000 | -25.8% | 55,812 | -10.7% | 0.80% | -22.1% |
| SRLN | Sell | SSGA ACTIVE ETF TRblkstn gsosrln | $8,602,000 | -17.5% | 191,335 | -16.3% | 0.65% | -13.5% |
| FTXR | Sell | FIRST TR EXCHANGE-TRADED FDnasdaq transn | $8,577,000 | -7.3% | 265,464 | -0.9% | 0.65% | -2.8% |
| GTO | Sell | INVESCO ACTIVELY MANAGED ETFtotal return | $8,540,000 | -64.6% | 162,827 | -62.0% | 0.65% | -62.9% |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $8,130,000 | -51.7% | 181,586 | -49.0% | 0.62% | -49.4% |
| PKI | Sell | PERKINELMER INC | $7,450,000 | -14.9% | 42,702 | -2.0% | 0.57% | -10.7% |
| ANGL | Sell | VANECK VECTORS ETF TRfallen angel hy | $4,553,000 | -8.7% | 149,782 | -1.0% | 0.35% | -4.4% |
| FREL | Sell | FIDELITY COVINGTON TRmsci real est | $3,321,000 | -72.1% | 102,529 | -70.1% | 0.25% | -70.8% |
| PG | Sell | PROCTER AND GAMBLE CO | $3,237,000 | -7.9% | 21,182 | -1.4% | 0.25% | -3.5% |
| MUNI | Sell | PIMCO ETF TRinter mun bd act | $3,048,000 | -7.7% | 57,517 | -2.1% | 0.23% | -2.9% |
| OUSA | Sell | OSHARES ETF TRoshares us qualt | $3,053,000 | -7.5% | 69,421 | -2.0% | 0.23% | -2.9% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $2,805,000 | -6.1% | 1,004 | -2.7% | 0.21% | -1.8% |
| FTEC | Sell | FIDELITY COVINGTON TRmsci inf tech | $2,702,000 | -48.8% | 21,950 | -43.7% | 0.21% | -46.2% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $2,546,000 | -9.1% | 23,491 | -2.7% | 0.19% | -4.4% |
| XLP | Sell | SELECT SECTOR SPDR TRcons stpls | $2,494,000 | -31.5% | 32,868 | -30.4% | 0.19% | -28.0% |
| LLY | Sell | LILLY ELI & CO | $2,364,000 | +0.0% | 8,254 | -3.5% | 0.18% | +5.3% |
| BSCN | Sell | INVESCO EXCHANGE TRADED FD TR | $2,357,000 | -3.7% | 111,729 | -2.0% | 0.18% | +1.1% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $2,315,000 | -10.2% | 4,540 | -11.6% | 0.18% | -5.9% |
| BCSF | Sell | BAIN CAP SPECIALTY FIN INC | $2,288,000 | -7.6% | 146,757 | -9.9% | 0.17% | -3.3% |
| BSCO | Sell | INVESCO EXCHANGE TRADED FD TR | $2,289,000 | -4.7% | 108,655 | -1.3% | 0.17% | 0.0% |
| BSMM | Sell | INVESCO EXCHANGE TRADED FD TR | $2,242,000 | -2.1% | 88,697 | -1.6% | 0.17% | +3.0% |
| SR | Sell | SPIRE INC | $2,079,000 | -78.0% | 28,974 | -80.0% | 0.16% | -77.0% |
| BSMP | Sell | INVESCO EXCHANGE TRADED FD TR | $1,981,000 | -6.8% | 79,897 | -2.5% | 0.15% | -1.9% |
| BSMQ | Sell | INVESCO EXCHANGE TRADED FD TR | $1,956,000 | -7.6% | 80,418 | -1.8% | 0.15% | -3.2% |
| BSMR | Sell | INVESCO EXCHANGE TRADED FD TR | $1,941,000 | -8.2% | 80,189 | -2.1% | 0.15% | -3.3% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $1,916,000 | +11.1% | 26,221 | -5.2% | 0.15% | +16.8% |
| KO | Sell | COCA COLA CO | $1,888,000 | +4.1% | 30,453 | -0.6% | 0.14% | +9.1% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $1,890,000 | -39.9% | 5,273 | -39.7% | 0.14% | -36.8% |
| HON | Sell | HONEYWELL INTL INC | $1,888,000 | -7.4% | 9,692 | -0.9% | 0.14% | -2.7% |
| MRK | Sell | MERCK & CO. INC | $1,835,000 | +6.1% | 22,351 | -1.0% | 0.14% | +12.0% |
| IBB | Sell | ISHARES TRnasdaq biotech | $1,815,000 | -15.3% | 13,931 | -0.8% | 0.14% | -11.0% |
| UNP | Sell | UNION PAC CORP | $1,780,000 | +8.1% | 6,502 | -0.6% | 0.14% | +13.4% |
| PHYS | Sell | SPROTT PHYSICAL GOLD TRunit | $1,751,000 | +6.2% | 113,955 | -0.8% | 0.13% | +10.8% |
| COIN | Sell | COINBASE GLOBAL INC | $1,755,000 | -27.7% | 9,243 | -4.0% | 0.13% | -24.4% |
| AXP | Sell | AMERICAN EXPRESS CO | $1,691,000 | +11.5% | 9,045 | -2.5% | 0.13% | +17.3% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $1,515,000 | -7.2% | 15,294 | -19.4% | 0.12% | -2.5% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $1,449,000 | -11.0% | 13,433 | -5.6% | 0.11% | -6.8% |
| LRCX | Sell | LAM RESEARCH CORP | $1,384,000 | -27.1% | 2,575 | -2.5% | 0.10% | -23.9% |
| EFA | Sell | ISHARES TRmsci eafe etf | $1,301,000 | -18.5% | 17,680 | -12.9% | 0.10% | -14.7% |
| QCOM | Sell | QUALCOMM INC | $1,290,000 | -27.7% | 8,441 | -13.5% | 0.10% | -24.0% |
| ACN | Sell | ACCENTURE PLC IRELAND | $1,143,000 | -19.8% | 3,387 | -1.5% | 0.09% | -15.5% |
| MINT | Sell | PIMCO ETF TRehhan shrt ma act | $1,118,000 | -18.9% | 11,164 | -17.7% | 0.08% | -15.0% |
| CMCSA | Sell | COMCAST CORPcl a | $1,071,000 | -10.2% | 22,880 | -3.4% | 0.08% | -5.8% |
| XSOE | Sell | WISDOMTREE TRem ex st-owned | $1,022,000 | -53.8% | 31,282 | -47.8% | 0.08% | -51.2% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX FDftse emr mkt etf | $957,000 | -29.3% | 20,736 | -24.2% | 0.07% | -25.5% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshort term cb idx | $940,000 | -8.0% | 12,039 | -4.3% | 0.07% | -4.1% |
| IWF | Sell | ISHARES TRrus 1000 grwth etf | $848,000 | -11.9% | 3,053 | -3.1% | 0.06% | -8.6% |
| QLTA | Sell | ISHARES TRaaa-a rtd crp bd etf | $788,000 | -13.0% | 15,211 | -5.9% | 0.06% | -9.1% |
| XLV | Sell | SELECT SECTOR SPDR TRhealthcare | $781,000 | -57.0% | 5,702 | -55.7% | 0.06% | -55.3% |
| LIT | Sell | GLOBAL X FDSlithium btry etf | $782,000 | -16.8% | 10,163 | -8.7% | 0.06% | -13.2% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $777,000 | -5.6% | 2,241 | -1.1% | 0.06% | -1.7% |
| BLK | Sell | BLACKROCK INC | $753,000 | -16.9% | 985 | -0.5% | 0.06% | -13.6% |
| SO | Sell | SOUTHERN CO | $730,000 | +4.9% | 10,072 | -0.8% | 0.06% | +12.0% |
| MMM | Sell | 3M CO | $726,000 | -16.4% | 4,873 | -0.2% | 0.06% | -12.7% |
| BDX | Sell | BECTON DICKINSON & CO | $667,000 | +2.5% | 2,509 | -3.1% | 0.05% | +8.5% |
| MGC | Sell | VANGUARD WORLD FDmega cap index | $675,000 | -98.2% | 4,243 | -98.1% | 0.05% | -98.1% |
| TFI | Sell | SPDR SER TRnuveen barc munic | $619,000 | -8.6% | 12,937 | -1.1% | 0.05% | -4.1% |
| SHY | Sell | ISHARES TR1-3 yr treas bond | $608,000 | -12.0% | 7,298 | -9.6% | 0.05% | -8.0% |
| ONEQ | Sell | FIDELITY COVINGTON TRndq cp idx trk | $561,000 | -15.0% | 10,104 | -6.7% | 0.04% | -10.4% |
| PNQI | Sell | INVESCO EXCHANGE TRADED FD TRnasdaq internt | $557,000 | -29.0% | 3,295 | -9.6% | 0.04% | -26.3% |
| BX | Sell | BLACKSTONE GROUP INC | $529,000 | -8.2% | 4,171 | -6.4% | 0.04% | -4.8% |
| IEF | Sell | ISHARES TRbarclays 7-10 yr | $509,000 | -86.0% | 4,732 | -85.0% | 0.04% | -85.2% |
| IOO | Sell | ISHARES TRglobal 100 etf | $512,000 | -93.8% | 6,737 | -93.6% | 0.04% | -93.5% |
| INTU | Sell | INTUIT | $513,000 | -26.2% | 1,078 | -0.3% | 0.04% | -22.0% |
| ALL | Sell | ALLSTATE CORP | $483,000 | +16.9% | 3,489 | -0.6% | 0.04% | +23.3% |
| APD | Sell | AIR PRODS & CHEMS INC | $488,000 | -17.6% | 1,944 | -0.2% | 0.04% | -14.0% |
| WM | Sell | WASTE MGMT INC DEL | $486,000 | -6.7% | 3,067 | -1.7% | 0.04% | -2.6% |
| BSJM | Sell | INVESCO EXCHANGE TRADED FD TR | $472,000 | -3.3% | 20,616 | -1.8% | 0.04% | +2.9% |
| USMV | Sell | ISHARES TRmsci usa min vol fct | $472,000 | -95.9% | 6,086 | -95.7% | 0.04% | -95.7% |
| LMT | Sell | LOCKHEED MARTIN CORP | $457,000 | -9.9% | 1,035 | -27.4% | 0.04% | -5.4% |
| IWB | Sell | ISHARES TRrus 1000 etf | $453,000 | -98.5% | 1,811 | -98.4% | 0.03% | -98.5% |
| EMLP | Sell | FIRST TR EXCHANGE TRADED FDno amer energy | $421,000 | +9.1% | 15,199 | -1.8% | 0.03% | +14.3% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $423,000 | -14.9% | 1,838 | -7.1% | 0.03% | -11.1% |
| BA | Sell | BOEING CO | $427,000 | -7.0% | 2,229 | -2.3% | 0.03% | -3.0% |
| SEIC | Sell | SEI INVTS CO | $410,000 | -11.4% | 6,815 | -10.2% | 0.03% | -8.8% |
| T | Sell | AT&T INC | $396,000 | -15.2% | 16,774 | -11.7% | 0.03% | -11.8% |
| BSJN | Sell | INVESCO EXCHANGE TRADED FD TR | $373,000 | -5.1% | 15,238 | -2.1% | 0.03% | -3.4% |
| BSJO | Sell | INVESCO EXCHANGE TRADED FD TR | $368,000 | -6.6% | 15,458 | -2.0% | 0.03% | -3.4% |
| BSJP | Sell | INVESCO EXCHANGE TRADED FD TR | $374,000 | -5.1% | 15,742 | -1.9% | 0.03% | -3.4% |
| BSJQ | Sell | INVESCO EXCHANGE TRADED FD TR | $369,000 | -6.3% | 15,088 | -1.9% | 0.03% | -3.4% |
| BSJR | Sell | INVESCO EXCHANGE TRADED FD TR | $365,000 | -7.1% | 15,190 | -1.9% | 0.03% | -3.4% |
| EZU | Sell | ISHARES TRmsci eurzone etf | $352,000 | -12.9% | 8,138 | -1.3% | 0.03% | -6.9% |
| XBI | Sell | SPDR SER TRs&p biotech | $340,000 | -27.8% | 3,782 | -10.1% | 0.03% | -23.5% |
| WMT | Sell | WALMART INC | $341,000 | -38.7% | 2,288 | -40.5% | 0.03% | -35.0% |
| GMF | Sell | SPDR INDEX SHS FDSasia pacif etf | $341,000 | -17.8% | 3,103 | -9.0% | 0.03% | -13.3% |
| QUAL | Sell | ISHARES TRmsci usa qlty fctr | $344,000 | -12.7% | 2,552 | -5.8% | 0.03% | -10.3% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $333,000 | -68.9% | 4,352 | -77.4% | 0.02% | -67.9% |
| CVS | Sell | CVS HEALTH CORP | $320,000 | -3.0% | 3,162 | -1.1% | 0.02% | 0.0% |
| SHE | Sell | SPDR SER TRssga gnder etf | $304,000 | -17.6% | 3,295 | -8.7% | 0.02% | -14.8% |
| XLI | Sell | SELECT SECTOR SPDR TRindustrials | $283,000 | -88.0% | 2,749 | -87.6% | 0.02% | -87.1% |
| SPIP | Sell | SPDR PORTFOLIO AGGREGATE BOND ETFtips etf | $270,000 | -6.9% | 8,907 | -3.3% | 0.02% | 0.0% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $259,000 | -14.2% | 545 | -11.2% | 0.02% | -9.1% |
| FQAL | Sell | FIDELITY COVINGTON TRqlty fctor etf | $260,000 | -26.8% | 4,971 | -21.4% | 0.02% | -23.1% |
| D | Sell | DOMINION ENERGY INC | $255,000 | +6.7% | 2,997 | -1.3% | 0.02% | +11.8% |
| FVAL | Sell | FIDELITY COVINGTON TRval factor | $250,000 | -11.7% | 4,921 | -9.5% | 0.02% | -9.5% |
| CPRT | Sell | COPART INC | $254,000 | -20.6% | 2,028 | -3.9% | 0.02% | -17.4% |
| VB | Sell | VANGUARD INDEX FDSsmall cap etf | $244,000 | -7.9% | 1,149 | -1.8% | 0.02% | 0.0% |
| XLC | Sell | SELECT SECTOR SPDR TR | $236,000 | -79.5% | 3,428 | -76.9% | 0.02% | -78.6% |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $241,000 | +12.6% | 3,632 | -1.4% | 0.02% | +12.5% |
| CI | Sell | CIGNA CORP NEW | $230,000 | -9.4% | 960 | -13.2% | 0.02% | -5.6% |
| AGZ | Sell | ISHARES TRagency bond etf | $226,000 | -5.4% | 2,016 | -1.1% | 0.02% | 0.0% |
| SPIB | Sell | SPDR INDEX SHS FDSint trm corp bnd etf | $228,000 | -69.4% | 6,676 | -67.6% | 0.02% | -68.5% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmortge back sec etf | $228,000 | -69.6% | 4,542 | -68.0% | 0.02% | -68.5% |
| ARKK | Sell | ARK ETF TRinnovation etf | $208,000 | -50.8% | 3,135 | -29.9% | 0.02% | -48.4% |
| MO | Sell | ALTRIA GROUP INC | $211,000 | +5.0% | 4,037 | -4.6% | 0.02% | +6.7% |
| FGRO | Sell | FIDELITY COVINGTON TRfidelity growth | $200,000 | -93.7% | 11,173 | -92.7% | 0.02% | -93.5% |
| BB | Exit | BLACKBERRY LTD | $0 | – | -10,089 | -100.0% | -0.01% | – |
| VXF | Exit | VANGUARD INDEX FDSext mrkt idx | $0 | – | -1,111 | -100.0% | -0.02% | – |
| FIVG | Exit | ETF SER SOLUTIONSdefiance next | $0 | – | -5,111 | -100.0% | -0.02% | – |
| TECH | Exit | BIO-TECHNE CORP | $0 | – | -409 | -100.0% | -0.02% | – |
| VRSK | Exit | VERISK ANALYTICS INC | $0 | – | -892 | -100.0% | -0.02% | – |
| EXC | Exit | EXELON CORP | $0 | – | -3,648 | -100.0% | -0.02% | – |
| MS | Exit | MORGAN STANLEY | $0 | – | -2,051 | -100.0% | -0.02% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -542 | -100.0% | -0.02% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -349 | -100.0% | -0.02% | – |
| TYL | Exit | TYLER TECHNOLOGIES INC | $0 | – | -422 | -100.0% | -0.02% | – |
| LTPZ | Exit | PIMCO ETF TR15+ yr us tip etf | $0 | – | -2,606 | -100.0% | -0.02% | – |
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -625 | -100.0% | -0.02% | – |
| KCE | Exit | SPDR SER TRs&p cap mkts | $0 | – | -2,294 | -100.0% | -0.02% | – |
| ANSS | Exit | ANSYS INC | $0 | – | -586 | -100.0% | -0.02% | – |
| USIG | Exit | ISHARES TRusd inv grde etf | $0 | – | -4,008 | -100.0% | -0.02% | – |
| HDB | Exit | HDFC BANK LTDsponsored ads | $0 | – | -3,834 | -100.0% | -0.02% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -4,985 | -100.0% | -0.02% | – |
| GOVT | Exit | ISHARES TRus trsry bd | $0 | – | -9,363 | -100.0% | -0.02% | – |
| HYMB | Exit | SPDR SER TRnuveen bloomberg | $0 | – | -4,248 | -100.0% | -0.02% | – |
| VICR | Exit | VICOR CORP | $0 | – | -2,000 | -100.0% | -0.02% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -2,212 | -100.0% | -0.02% | – |
| WST | Exit | WEST PHARMACEUTICAL SVSC INC | $0 | – | -547 | -100.0% | -0.02% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -2,925 | -100.0% | -0.02% | – |
| ZTS | Exit | ZOETIS INCcl a | $0 | – | -1,150 | -100.0% | -0.02% | – |
| IAA | Exit | IAA INC | $0 | – | -5,350 | -100.0% | -0.02% | – |
| EWC | Exit | ISHARES INCmsci cda etf | $0 | – | -7,757 | -100.0% | -0.02% | – |
| VRSN | Exit | VERISIGN INC | $0 | – | -1,528 | -100.0% | -0.03% | – |
| MTUM | Exit | ISHARES TRmsci usa mmentm | $0 | – | -2,204 | -100.0% | -0.03% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -3,254 | -100.0% | -0.03% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -4,132 | -100.0% | -0.04% | – |
| SHW | Exit | SHERWIN WILLIAMS CO | $0 | – | -1,692 | -100.0% | -0.04% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -5,058 | -100.0% | -0.08% | – |
| XLRE | Exit | SELECT SECTOR SPDR TRrl est sel sec | $0 | – | -20,341 | -100.0% | -0.08% | – |
| FUTY | Exit | FIDELITY COVINGTON TRmsci utilities | $0 | – | -24,745 | -100.0% | -0.08% | – |
| SPDW | Exit | SPDR INDEX SHS FDSportfolio devld xus | $0 | – | -33,223 | -100.0% | -0.09% | – |
| FCOM | Exit | FIDELITY COVINGTON TR | $0 | – | -37,392 | -100.0% | -0.14% | – |
| FMAT | Exit | FIDELITY COVINGTON TRmsci materials | $0 | – | -43,299 | -100.0% | -0.16% | – |
| PGR | Exit | PROGRESSIVE CORP | $0 | – | -100,327 | -100.0% | -0.75% | – |
| FNCL | Exit | FIDELITY COVINGTON TRmsci financl | $0 | – | -230,922 | -100.0% | -0.94% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-09
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.