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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 3M Co 2,618 371 0.02%
2 ABBOTT LABS 264,241 10,990 0.72%
3 AETNA INC NEW 19,708 1,596 0.10%
4 ALLERGAN PLC 23,592 5,692 0.37%
5 AMERICAN INTL GROUP INC 196,722 10,626 0.69%
6 AMERICAN RLTY CAP PPTYS INC 351,958 4,245 0.28%
7 AMGEN INC 33,238 4,669 0.31%
8 APPLE INC 19,169 1,931 0.13%
9 AT&T Inc New 190,835 6,725 0.44%
10 BAXTER INTL INC 108,786 7,808 0.51%
11 BCE INC COM NEW 32,500 1,390 0.09%
12 BERKSHIRE HATHAWAY INC DEL 4,770 659 0.04%
13 BRISTOL MYERS SQUIBB CO 5,949 304 0.02%
14 CARPENTER TECHNOLOGY CORP 13,790 623 0.04%
15 CELGENE CORP 11,992 1,137 0.07%
16 CENTRAL FD CDA LTD 1,010,375 12,438 0.81%
17 CISCO SYSTEMS INC 145,455 3,661 0.24%
18 COCA COLA CO 12,467 532 0.03%
19 CUMMINS INC 1,551 205 0.01%
20 CVS HEALTH CORP 52,631 4,189 0.27%
21 DANAHER CORP DEL 5,126 389 0.03%
22 DIRECTV COM 77,470 6,703 0.44%
23 DISNEY WALT CO 59,175 5,268 0.34%
24 DU PONT E I DE NEMOURS & CO 65,668 4,712 0.31%
25 E M C CORP MASS COM 31,508 922 0.06%
26 EATON VANCE TAX MANAGD GLBL DI 33,650 338 0.02%
27 EGA EMERGING GLOBAL SHS TR 31,700 751 0.05%
28 EMERSON ELEC CO 6,587 412 0.03%
29 ETFS GOLD TR 2,554 303 0.02%
30 Exxon Mobil Corp 26,984 2,538 0.17%
31 FACEBOOK INC 3,318 262 0.02%
32 FIDELITY 1,023,265 31,158 2.04%
33 FIDELITY 1,157,016 31,158 2.04%
34 FIDELITY 1,035,508 31,158 2.04%
35 FIDELITY 1,138,415 31,158 2.04%
36 FIDELITY 1,146,373 31,158 2.04%
37 FIDELITY 1,116,786 31,158 2.04%
38 FIDELITY 1,121,156 29,559 1.93%
39 FIDELITY 1,139,252 31,158 2.04%
40 FIRST TR EXCH TRD ALPHA FD I 102,932 3,166 0.21%
41 FIRST TR EXCH TRD ALPHDX FD 31,217 1,133 0.07%
42 FIRST TR EXCHANGE TRADED FD 74,592 1,492 0.10%
43 FIRST TR EXCHANGE TRADED FD 193,410 9,446 0.62%
44 FIRST TR EXCHANGE TRADED FD 940,144 30,479 1.99%
45 FIRST TR EXCHANGE TRADED FD 940,434 30,479 1.99%
46 FIRST TR EXCHANGE TRADED FD 636,074 17,270 1.13%
47 FIRST TR EXCHANGE TRADED FD 546,325 30,479 1.99%
48 FIRST TRUST EXCH TRADED FUND 2 CONSUMR STAPLE ETF 780,124 30,479 1.99%
49 FIRST TRUST EXCH TRADED FUND 2 FINLS ALPHADEX ETF 1,394,941 30,479 1.99%
50 FIRST TRUST EXCH TRADED FUND 2 INDLS PROD DUR ETF 1,037,775 30,479 1.99%
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