$173 Million is the total value of Beaumont Capital Management, LLC's 47 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FMAT | Exit | Fidelity MSCI Materials Index ETFmsci matls index | $0 | – | -4,614 | -100.0% | -0.18% | – |
| FSTA | Exit | Fidelity MSCI Consumer Staples Index ETFconsmr staples | $0 | – | -4,880 | -100.0% | -0.18% | – |
| XLU | Exit | Utilities Select Sector SPDRsbi int-utils | $0 | – | -3,197 | -100.0% | -0.18% | – |
| FREL | Exit | Fidelity MSCI Real Estate ETFmsci rl est etf | $0 | – | -6,719 | -100.0% | -0.18% | – |
| XLI | Exit | Industrial Select Sector SPDRsbi int-inds | $0 | – | -2,087 | -100.0% | -0.18% | – |
| ITB | Exit | iShares US Home Construction ETFus home cons etf | $0 | – | -9,162 | -100.0% | -0.52% | – |
| SDY | Exit | SPDR S&P Dividend ETFs&p divid etf | $0 | – | -5,158 | -100.0% | -0.52% | – |
| IJJ | Exit | iShares S&P Mid-Cap 400 Value ETFs&p mc 400vl etf | $0 | – | -5,885 | -100.0% | -0.52% | – |
| XSW | Exit | SPDR Software & Services ETF | $0 | – | -7,267 | -100.0% | -1.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TECHNOLOGY SELECT SECT SPDR | 12 | Q3 2023 | 9.6% |
| ISHARES TR | 10 | Q3 2023 | 3.2% |
| ISHARES TR | 10 | Q3 2023 | 3.0% |
| ISHARES TR | 10 | Q3 2023 | 2.6% |
| SELECT SECTOR SPDR TR | 9 | Q3 2023 | 13.0% |
| Vanguard Short-Term Treasury ETF | 9 | Q3 2023 | 16.2% |
| WISDOMTREE TR | 9 | Q2 2023 | 5.5% |
| SPDR Portfolio Developed World ex-U.S. ETF | 9 | Q3 2023 | 5.1% |
| SPDR SER TR | 8 | Q3 2023 | 12.5% |
| SELECT SECTOR SPDR TR | 8 | Q3 2023 | 7.4% |
View Beaumont Capital Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-09 |
View Beaumont Capital Management, 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.