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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
101 FIRST TR EXCHANGE TRADED FD 193,410 9,446 0.62%
102 ISHARES TR 84,278 9,494 0.62%
103 VANGUARD INDEX FDS 100,136 9,981 0.65%
104 VANGUARD INDEX FDS 142,419 10,233 0.67%
105 AMERICAN INTL GROUP INC 196,722 10,626 0.69%
106 ABBOTT LABS 264,241 10,990 0.72%
107 Verizon Communications Inc 221,904 11,093 0.73%
108 ISHARES INC 239,873 12,003 0.78%
109 CENTRAL FD CDA LTD 1,010,375 12,438 0.81%
110 ISHARES TR 183,448 12,695 0.83%
111 ISHARES TR 429,989 12,750 0.83%
112 ISHARES GOLD TRUST 1,094,034 12,800 0.84%
113 ISHARES TR 543,176 12,814 0.84%
114 ISHARES TR 119,203 13,006 0.85%
115 ISHARES INC 347,208 13,138 0.86%
116 ISHARES TR 235,188 13,229 0.86%
117 GENERAL ELECTRIC CO 533,249 13,662 0.89%
118 ISHARES TR 135,604 15,264 1.00%
119 ISHARES TR 113,727 15,551 1.02%
120 JOHNSON & JOHNSON 151,834 16,184 1.06%
121 ISHARES TR 221,040 16,326 1.07%
122 ISHARES TR 149,730 16,508 1.08%
123 ISHARES TR 61,999 16,965 1.11%
124 FIRST TR EXCHANGE TRADED FD 636,074 17,270 1.13%
125 ISHARES TR 212,551 21,073 1.38%
126 ISHARES TR 214,492 21,468 1.40%
127 ISHARES TR 200,752 21,703 1.42%
128 ISHARES COHEN & STEERS REIT ETF 288,777 24,393 1.59%
129 ISHARES RUSSELL 1000 ETF 222,017 24,393 1.59%
130 ISHARES TR 340,005 25,582 1.67%
131 FIDELITY 1,121,156 29,559 1.93%
132 ISHARES TR 186,791 29,576 1.93%
133 ISHARES TR 422,775 29,594 1.93%
134 ISHARES TR 327,907 30,046 1.96%
135 FIRST TRUST EXCH TRADED FUND 2 CONSUMR STAPLE ETF 780,124 30,479 1.99%
136 FIRST TR EXCHANGE TRADED FD 940,434 30,479 1.99%
137 FIRST TRUST EXCH TRADED FUND 2 INDLS PROD DUR ETF 1,037,775 30,479 1.99%
138 FIRST TRUST EXCH TRADED FUND 2 FINLS ALPHADEX ETF 1,394,941 30,479 1.99%
139 FIRST TR EXCHANGE TRADED FD 546,325 30,479 1.99%
140 FIRST TR EXCHANGE TRADED FD 940,144 30,479 1.99%
141 FIRST TRUST EXCH TRADED FUND 2 MATERIALS ALPH ETF 948,925 30,479 1.99%
142 ISHARES TR 612,223 31,119 2.03%
143 FIDELITY 1,157,016 31,158 2.04%
144 FIDELITY 1,023,265 31,158 2.04%
145 FIDELITY 1,035,508 31,158 2.04%
146 FIDELITY 1,139,252 31,158 2.04%
147 FIDELITY 1,116,786 31,158 2.04%
148 FIDELITY 1,146,373 31,158 2.04%
149 FIDELITY 1,138,415 31,158 2.04%
150 ISHARES TR 369,009 31,761 2.08%
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