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Institutional Investment Manager
Beaumont Financial Partners, LLC
Beaumont Financial Partners, LLC (CIK: 0001352764) incorporated in Massachusetts, located at 250 1st Avenue, Needham, MA. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q1)
Original 13F HR (0001352764-14-000005) filed in 2014.05.07
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 828,492 83,355 6.85%
2 SELECT SECTOR SPDR TR 731,176 65,119 5.35%
3 SELECT SECTOR SPDR TR 2,914,221 65,104 5.35%
4 ISHARES TR 431,046 45,467 3.73%
5 SELECT SECTOR SPDR TR 618,591 36,181 2.97%
6 ISHARES TR 396,770 36,130 2.97%
7 ISHARES TR 433,889 36,130 2.97%
8 ISHARES TR 638,733 32,390 2.66%
9 SELECT SECTOR SPDR TRUST THE T 811,540 29,500 2.42%
10 SELECT SECTOR SPDR TR 612,534 28,961 2.38%
11 ISHARES TR 235,395 28,961 2.38%
12 ISHARES GOLD TRUST 2,114,145 26,300 2.16%
13 FIRST TRUST EXCH TRADED FUND 2 ENERGY ALPHADX ETF 912,505 23,917 1.96%
14 FIRST TRUST EXCH TRADED FUND 2 MATERIALS ALPH ETF 718,221 23,917 1.96%
15 FIRST TR EXCHANGE TRADED FD 767,301 23,917 1.96%
16 FIRST TR EXCHANGE TRADED FD 469,508 23,917 1.96%
17 FIRST TRUST EXCH TRADED FUND 2 FINLS ALPHADEX ETF 1,095,591 23,917 1.96%
18 FIRST TRUST EXCH TRADED FUND 2 INDLS PROD DUR ETF 810,738 23,917 1.96%
19 ISHARES TR 185,736 20,043 1.65%
20 ISHARES TR 179,539 19,985 1.64%
21 ISHARES TR 156,802 18,656 1.53%
22 ISHARES 20 YEAR TREASURY BOND ETF 167,407 18,264 1.50%
23 ISHARES TR 192,619 18,264 1.50%
24 ISHARES TR 151,847 18,264 1.50%
25 CURRENCYSHS BRIT POUND STER 111,251 18,264 1.50%
26 FIRST TR EXCHANGE TRADED FD 508,655 17,518 1.44%
27 ISHARES TR 159,159 17,509 1.44%
28 ISHARES TR 126,374 17,373 1.43%
29 JOHNSON & JOHNSON 167,275 16,431 1.35%
30 CENTRAL FD CDA LTD 1,112,493 15,307 1.26%
31 GENERAL ELECTRIC CO 513,186 13,286 1.09%
32 KIMBERLY CLARK CORP 106,203 11,709 0.96%
33 ISHARES TR 105,976 11,247 0.92%
34 ISHARES 7-10 YEAR TREASURY BOND ETF 110,560 11,247 0.92%
35 ABBOTT LABS 278,751 10,734 0.88%
36 Verizon Communications Inc 223,441 10,629 0.87%
37 AT&T Inc New 299,149 10,491 0.86%
38 AETNA INC NEW 132,057 9,900 0.81%
39 AMERICAN INTL GROUP INC 194,561 9,730 0.80%
40 ISHARES 10-20 YEAR TREASURY BOND ETF 75,538 9,527 0.78%
41 First Trust North American Ene 380,033 9,227 0.76%
42 ISHARES TR 106,037 9,176 0.75%
43 SSGA ACTIVE ETF TR 181,047 9,056 0.74%
44 VANGUARD INDEX FDS 94,743 8,857 0.73%
45 ISHARES TR 127,267 8,747 0.72%
46 ISHARES RUSSELL 1000 ETF 83,395 8,737 0.72%
47 GENERAL MLS INC 164,421 8,520 0.70%
48 BCE INC COM NEW 194,694 8,399 0.69%
49 VANGUARD INDEX FDS 48,364 8,279 0.68%
50 FIRST TR EXCHANGE TRADED FD 153,047 7,603 0.62%
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