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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 (2014Q4)
Original 13F HR (0001352764-15-000002) filed in 2015.01.28
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 913,349 100,578 4.84%
2 ISHARES TR 872,254 95,355 4.59%
3 ISHARES TR 282,184 85,600 4.12%
4 ISHARES TR 589,061 84,901 4.09%
5 ISHARES TR 616,299 84,901 4.09%
6 ISHARES TR 597,727 67,603 3.25%
7 WISDOMTREE TR 2,470,318 66,871 3.22%
8 ISHARES TR 628,514 62,575 3.01%
9 ISHARES TR 465,098 44,469 2.14%
10 ISHARES TR 419,698 43,968 2.12%
11 SELECT SECTOR SPDR TR 737,654 34,832 1.68%
12 SELECT SECTOR SPDR TR 508,282 34,756 1.67%
13 SELECT SECTOR SPDR TR 1,403,091 34,699 1.67%
14 SELECT SECTOR SPDR TR 715,478 34,694 1.67%
15 SELECT SECTOR SPDR TR 613,095 34,689 1.67%
16 SELECT SECTOR SPDR TR 480,718 34,684 1.67%
17 ISHARES TR 332,221 34,684 1.67%
18 FIDELITY 1,093,093 31,842 1.53%
19 FIDELITY 1,095,973 31,553 1.52%
20 FIDELITY 1,032,496 31,553 1.52%
21 FIDELITY 1,071,041 31,553 1.52%
22 FIDELITY 995,679 31,553 1.52%
23 FIDELITY 1,079,845 31,553 1.52%
24 FIDELITY 959,060 31,553 1.52%
25 IShares TR 340,344 31,254 1.50%
26 FIRST TRUST EXCH TRADED FUND 2 CONSUMR STAPLE ETF 709,471 30,202 1.45%
27 FIRST TRUST EXCH TRADED FUND 2 UTILITIES ALPH ETF 1,213,913 30,202 1.45%
28 FIRST TR EXCHANGE TRADED FD 875,171 30,202 1.45%
29 FIRST TRUST EXCH TRADED FUND 2 INDLS PROD DUR ETF 995,785 30,202 1.45%
30 FIRST TRUST EXCH TRADED FUND 2 FINLS ALPHADEX ETF 1,297,901 30,202 1.45%
31 FIRST TR EXCHANGE TRADED FD 843,636 30,202 1.45%
32 FIRST TR EXCHANGE TRADED FD 500,948 30,202 1.45%
33 ISHARES TR 380,736 29,142 1.40%
34 ISHARES TR 362,148 28,755 1.38%
35 FIDELITY 991,148 27,275 1.31%
36 ISHARES TR 206,405 23,635 1.14%
37 ISHARES 7-10 YEAR TREASURY BOND ETF 216,096 22,904 1.10%
38 ISHARES TR 216,268 22,747 1.09%
39 FIRST TR EXCHANGE TRADED FD 671,691 18,908 0.91%
40 ISHARES TR 332,294 18,761 0.90%
41 ISHARES RUSSELL 1000 ETF 157,288 18,030 0.87%
42 ISHARES TR 134,438 16,454 0.79%
43 ISHARES TR 113,466 16,430 0.79%
44 ISHARES TR 146,425 16,202 0.78%
45 JOHNSON & JOHNSON 150,511 15,739 0.76%
46 GENERAL ELECTRIC CO 539,972 13,645 0.66%
47 SPDR INDEX SHS FDS 284,323 13,295 0.64%
48 SPDR INDEX SHS FDS 489,120 13,157 0.63%
49 VANGUARD INDEX FDS 120,503 12,579 0.61%
50 KINDER MORGAN INC DEL 289,352 12,242 0.59%
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