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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 (2014Q3)
Original 13F HR (0001352764-14-000010) filed in 2014.11.06
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 318,448 33,526 2.19%
2 ISHARES TR 264,253 32,886 2.15%
3 SELECT SECTOR SPDR TR 498,018 31,829 2.08%
4 SELECT SECTOR SPDR TR 1,371,353 31,775 2.08%
5 SELECT SECTOR SPDR TR 704,270 31,770 2.08%
6 SELECT SECTOR SPDR TR 597,655 31,766 2.08%
7 SELECT SECTOR SPDR TR 476,242 31,761 2.08%
8 ISHARES TR 369,009 31,761 2.08%
9 ISHARES TR 315,210 31,761 2.08%
10 FIDELITY 1,139,252 31,158 2.04%
11 FIDELITY 1,023,265 31,158 2.04%
12 FIDELITY 1,157,016 31,158 2.04%
13 FIDELITY 1,116,786 31,158 2.04%
14 FIDELITY 1,146,373 31,158 2.04%
15 FIDELITY 1,138,415 31,158 2.04%
16 FIDELITY 1,035,508 31,158 2.04%
17 ISHARES TR 612,223 31,119 2.03%
18 FIRST TR EXCHANGE TRADED FD 940,144 30,479 1.99%
19 FIRST TR EXCHANGE TRADED FD 940,434 30,479 1.99%
20 FIRST TRUST EXCH TRADED FUND 2 CONSUMR STAPLE ETF 780,124 30,479 1.99%
21 FIRST TR EXCHANGE TRADED FD 546,325 30,479 1.99%
22 FIRST TRUST EXCH TRADED FUND 2 FINLS ALPHADEX ETF 1,394,941 30,479 1.99%
23 FIRST TRUST EXCH TRADED FUND 2 INDLS PROD DUR ETF 1,037,775 30,479 1.99%
24 FIRST TRUST EXCH TRADED FUND 2 MATERIALS ALPH ETF 948,925 30,479 1.99%
25 ISHARES TR 327,907 30,046 1.96%
26 ISHARES TR 422,775 29,594 1.93%
27 ISHARES TR 186,791 29,576 1.93%
28 FIDELITY 1,121,156 29,559 1.93%
29 ISHARES TR 340,005 25,582 1.67%
30 ISHARES RUSSELL 1000 ETF 222,017 24,393 1.59%
31 ISHARES COHEN & STEERS REIT ETF 288,777 24,393 1.59%
32 ISHARES TR 200,752 21,703 1.42%
33 ISHARES TR 214,492 21,468 1.40%
34 ISHARES TR 212,551 21,073 1.38%
35 FIRST TR EXCHANGE TRADED FD 636,074 17,270 1.13%
36 ISHARES TR 61,999 16,965 1.11%
37 ISHARES TR 149,730 16,508 1.08%
38 ISHARES TR 221,040 16,326 1.07%
39 JOHNSON & JOHNSON 151,834 16,184 1.06%
40 ISHARES TR 113,727 15,551 1.02%
41 ISHARES TR 135,604 15,264 1.00%
42 GENERAL ELECTRIC CO 533,249 13,662 0.89%
43 ISHARES TR 235,188 13,229 0.86%
44 ISHARES INC 347,208 13,138 0.86%
45 ISHARES TR 119,203 13,006 0.85%
46 ISHARES TR 543,176 12,814 0.84%
47 ISHARES GOLD TRUST 1,094,034 12,800 0.84%
48 ISHARES TR 429,989 12,750 0.83%
49 ISHARES TR 183,448 12,695 0.83%
50 CENTRAL FD CDA LTD 1,010,375 12,438 0.81%
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