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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
101 JPMorgan Chase & Co 5,109 320 0.02%
102 KIMBERLY CLARK CORP 70,047 8,093 0.39%
103 KINDER MORGAN INC DEL 289,352 12,242 0.59%
104 KKR & CO LP COMMON UNITS 10,000 232 0.01%
105 LACLEDE GROUP INC 4,875 259 0.01%
106 LAMAR ADVERTISING CO NEW CL A 93,653 5,024 0.24%
107 MCDONALDS CORP 7,945 744 0.04%
108 MERCK & CO INC 56,938 3,234 0.16%
109 MERCURY SYS INC COM 32,433 451 0.02%
110 MICROSOFT CORP 7,565 351 0.02%
111 MONDELEZ INTL INC 43,877 1,594 0.08%
112 MORGAN STANLEY 8,018 311 0.01%
113 ORACLE CORPORATION 126,818 5,703 0.27%
114 PENGROWTH ENERGY CORPORATION 12,712 40 0.00%
115 PEPSICO INC 3,732 353 0.02%
116 PFIZER INC 148,894 4,638 0.22%
117 PHILLIPS 66 PARTNERS LP 4,700 324 0.02%
118 PIMCO ETF TR 19,497 1,970 0.09%
119 PROCTER AND GAMBLE CO 6,290 573 0.03%
120 SCHLUMBERGER LTD 2,455 210 0.01%
121 SELECT SECTOR SPDR TR 715,478 34,694 1.67%
122 SELECT SECTOR SPDR TR 8,612 356 0.02%
123 SELECT SECTOR SPDR TR 480,718 34,684 1.67%
124 SELECT SECTOR SPDR TR 613,095 34,689 1.67%
125 SELECT SECTOR SPDR TR 1,403,091 34,699 1.67%
126 SELECT SECTOR SPDR TR 508,282 34,756 1.67%
127 SELECT SECTOR SPDR TR 737,654 34,832 1.68%
128 SEMGROUP CORP CL A 74,256 5,078 0.24%
129 SPDR INDEX SHS FDS 284,323 13,295 0.64%
130 SPDR INDEX SHS FDS 489,120 13,157 0.63%
131 SPDR INDEX SHS FDS 13,928 289 0.01%
132 SPDR SERIES TRUST 210,105 6,424 0.31%
133 SPROTT PHYSICAL GOLD TRUST 264,464 2,584 0.12%
134 SSGA ACTIVE ETF TR 12,240 597 0.03%
135 TEAM HEALTH HOLDINGS INC 4,000 230 0.01%
136 TJX COS INC NEW 4,276 293 0.01%
137 UNILEVER PLC 10,030 406 0.02%
138 UNITED TECHNOLOGIES CORP 88,540 10,182 0.49%
139 VANGUARD BD INDEX FDS 2,688 228 0.01%
140 VANGUARD INDEX FDS 120,503 12,579 0.61%
141 VANGUARD INDEX FDS 3,104 384 0.02%
142 VANGUARD INDEX FDS 144,087 11,671 0.56%
143 VISA INC 43,165 11,318 0.54%
144 Verizon Communications Inc 212,721 9,951 0.48%
145 WAL-MART STORES INC 3,646 313 0.02%
146 WELLS FARGO & CO NEW 5,719 314 0.02%
147 WISDOMTREE TR 2,470,318 66,871 3.22%
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