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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 3M Co 2,668 438 0.02%
2 ABBOTT LABS 264,129 11,891 0.57%
3 AETNA INC NEW 4,216 375 0.02%
4 ALLERGAN PLC 23,249 5,985 0.29%
5 AMERICAN INTL GROUP INC 198,078 11,094 0.53%
6 APPLE INC 19,267 2,127 0.10%
7 AT&T Inc New 187,599 6,301 0.30%
8 BALTIC TRADING LIMITED 159,358 400 0.02%
9 BAXTER INTL INC 119,238 8,739 0.42%
10 BCE INC COM NEW 31,125 1,427 0.07%
11 BERKSHIRE HATHAWAY INC DEL 4,824 724 0.03%
12 BRISTOL MYERS SQUIBB CO 6,074 359 0.02%
13 CELGENE CORP 11,992 1,341 0.06%
14 CENTRAL FD CDA LTD 622,572 7,209 0.35%
15 CISCO SYSTEMS INC 151,780 4,222 0.20%
16 COCA COLA CO 10,467 442 0.02%
17 CUMMINS INC 1,551 224 0.01%
18 CVS HEALTH CORP 53,622 5,164 0.25%
19 DANAHER CORP DEL 5,126 439 0.02%
20 DIRECTV COM 78,725 6,825 0.33%
21 DISNEY WALT CO 64,550 6,080 0.29%
22 DU PONT E I DE NEMOURS & CO 64,482 4,768 0.23%
23 E M C CORP MASS COM 31,408 934 0.04%
24 EGA EMERGING GLOBAL SHS TR 25,425 575 0.03%
25 EMERSON ELEC CO 6,500 401 0.02%
26 ENERGY TRANSFER L P 20,040 1,150 0.06%
27 Exxon Mobil Corp 23,785 2,199 0.11%
28 FACEBOOK INC 3,318 259 0.01%
29 FIDELITY 959,060 31,553 1.52%
30 FIDELITY 1,079,845 31,553 1.52%
31 FIDELITY 1,071,041 31,553 1.52%
32 FIDELITY 1,095,973 31,553 1.52%
33 FIDELITY 1,093,093 31,842 1.53%
34 FIDELITY 991,148 27,275 1.31%
35 FIDELITY 1,032,496 31,553 1.52%
36 FIDELITY 995,679 31,553 1.52%
37 FIRST TR EXCHANGE TRADED FD 108,349 5,254 0.25%
38 FIRST TR EXCHANGE TRADED FD 108,589 2,382 0.11%
39 FIRST TR EXCHANGE TRADED FD 671,691 18,908 0.91%
40 FIRST TR EXCHANGE TRADED FD 875,171 30,202 1.45%
41 FIRST TR EXCHANGE TRADED FD 500,948 30,202 1.45%
42 FIRST TR EXCHANGE TRADED FD 27,040 1,658 0.08%
43 FIRST TR EXCHANGE TRADED FD 843,636 30,202 1.45%
44 FIRST TRUST EXCH TRADED FUND 2 CONSUMR STAPLE ETF 709,471 30,202 1.45%
45 FIRST TRUST EXCH TRADED FUND 2 FINLS ALPHADEX ETF 1,297,901 30,202 1.45%
46 FIRST TRUST EXCH TRADED FUND 2 INDLS PROD DUR ETF 995,785 30,202 1.45%
47 FIRST TRUST EXCH TRADED FUND 2 UTILITIES ALPH ETF 1,213,913 30,202 1.45%
48 GENERAL ELECTRIC CO 539,972 13,645 0.66%
49 GENERAL MLS INC 7,596 405 0.02%
50 GILEAD SCIENCES INC 14,254 1,344 0.06%
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