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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 SELECT SECTOR SPDR TR 2,914,221 65,104 5.35%
2 ISHARES GOLD TRUST 2,114,145 26,300 2.16%
3 CENTRAL FD CDA LTD 1,112,493 15,307 1.26%
4 FIRST TRUST EXCH TRADED FUND 2 FINLS ALPHADEX ETF 1,095,591 23,917 1.96%
5 FIRST TRUST EXCH TRADED FUND 2 ENERGY ALPHADX ETF 912,505 23,917 1.96%
6 ISHARES TR 828,492 83,355 6.85%
7 SELECT SECTOR SPDR TRUST THE T 811,540 29,500 2.42%
8 FIRST TRUST EXCH TRADED FUND 2 INDLS PROD DUR ETF 810,738 23,917 1.96%
9 FIRST TR EXCHANGE TRADED FD 767,301 23,917 1.96%
10 SELECT SECTOR SPDR TR 731,176 65,119 5.35%
11 FIRST TRUST EXCH TRADED FUND 2 MATERIALS ALPH ETF 718,221 23,917 1.96%
12 ISHARES TR 638,733 32,390 2.66%
13 SELECT SECTOR SPDR TR 618,591 36,181 2.97%
14 SELECT SECTOR SPDR TR 612,534 28,961 2.38%
15 GENERAL ELECTRIC CO 513,186 13,286 1.09%
16 FIRST TR EXCHANGE TRADED FD 508,655 17,518 1.44%
17 FIRST TR EXCHANGE TRADED FD 469,508 23,917 1.96%
18 ISHARES TR 433,889 36,130 2.97%
19 ISHARES TR 431,046 45,467 3.73%
20 SPROTT PHYSICAL GOLD TRUST 417,248 4,452 0.37%
21 ISHARES TR 396,770 36,130 2.97%
22 First Trust North American Ene 380,033 9,227 0.76%
23 AT&T Inc New 299,149 10,491 0.86%
24 ABBOTT LABS 278,751 10,734 0.88%
25 CISCO SYSTEMS INC 239,752 5,374 0.44%
26 ISHARES TR 235,395 28,961 2.38%
27 Verizon Communications Inc 223,441 10,629 0.87%
28 BCE INC COM NEW 194,694 8,399 0.69%
29 AMERICAN INTL GROUP INC 194,561 9,730 0.80%
30 ISHARES TR 192,619 18,264 1.50%
31 ISHARES TR 185,736 20,043 1.65%
32 SSGA ACTIVE ETF TR 181,047 9,056 0.74%
33 ISHARES TR 179,539 19,985 1.64%
34 ISHARES 20 YEAR TREASURY BOND ETF 167,407 18,264 1.50%
35 JOHNSON & JOHNSON 167,275 16,431 1.35%
36 GENERAL MLS INC 164,421 8,520 0.70%
37 ISHARES TR 159,159 17,509 1.44%
38 ISHARES TR 156,802 18,656 1.53%
39 FIRST TR EXCHANGE TRADED FD 153,047 7,603 0.62%
40 ISHARES TR 151,847 18,264 1.50%
41 AETNA INC NEW 132,057 9,900 0.81%
42 SPDR SERIES TRUST 129,793 3,992 0.33%
43 ORACLE CORPORATION 128,495 5,257 0.43%
44 ISHARES TR 127,267 8,747 0.72%
45 ISHARES TR 126,374 17,373 1.43%
46 PFIZER INC 111,650 3,586 0.29%
47 CURRENCYSHS BRIT POUND STER 111,251 18,264 1.50%
48 ISHARES 7-10 YEAR TREASURY BOND ETF 110,560 11,247 0.92%
49 INTEL CORP 109,512 2,827 0.23%
50 AMERICAN RLTY CAP PPTYS INC 107,537 1,508 0.12%
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