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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 WISDOMTREE TR 2,470,318 66,871 3.22%
2 SELECT SECTOR SPDR TR 1,403,091 34,699 1.67%
3 FIRST TRUST EXCH TRADED FUND 2 FINLS ALPHADEX ETF 1,297,901 30,202 1.45%
4 FIRST TRUST EXCH TRADED FUND 2 UTILITIES ALPH ETF 1,213,913 30,202 1.45%
5 FIDELITY 1,095,973 31,553 1.52%
6 FIDELITY 1,093,093 31,842 1.53%
7 FIDELITY 1,079,845 31,553 1.52%
8 FIDELITY 1,071,041 31,553 1.52%
9 FIDELITY 1,032,496 31,553 1.52%
10 FIRST TRUST EXCH TRADED FUND 2 INDLS PROD DUR ETF 995,785 30,202 1.45%
11 FIDELITY 995,679 31,553 1.52%
12 FIDELITY 991,148 27,275 1.31%
13 FIDELITY 959,060 31,553 1.52%
14 ISHARES TR 913,349 100,578 4.84%
15 FIRST TR EXCHANGE TRADED FD 875,171 30,202 1.45%
16 ISHARES TR 872,254 95,355 4.59%
17 FIRST TR EXCHANGE TRADED FD 843,636 30,202 1.45%
18 SELECT SECTOR SPDR TR 737,654 34,832 1.68%
19 SELECT SECTOR SPDR TR 715,478 34,694 1.67%
20 FIRST TRUST EXCH TRADED FUND 2 CONSUMR STAPLE ETF 709,471 30,202 1.45%
21 FIRST TR EXCHANGE TRADED FD 671,691 18,908 0.91%
22 ISHARES TR 628,514 62,575 3.01%
23 CENTRAL FD CDA LTD 622,572 7,209 0.35%
24 ISHARES TR 616,299 84,901 4.09%
25 SELECT SECTOR SPDR TR 613,095 34,689 1.67%
26 ISHARES TR 597,727 67,603 3.25%
27 ISHARES TR 589,061 84,901 4.09%
28 GENERAL ELECTRIC CO 539,972 13,645 0.66%
29 SELECT SECTOR SPDR TR 508,282 34,756 1.67%
30 FIRST TR EXCHANGE TRADED FD 500,948 30,202 1.45%
31 SPDR INDEX SHS FDS 489,120 13,157 0.63%
32 SELECT SECTOR SPDR TR 480,718 34,684 1.67%
33 ISHARES TR 465,098 44,469 2.14%
34 ISHARES TR 419,698 43,968 2.12%
35 ISHARES TR 380,736 29,142 1.40%
36 ISHARES INC 379,888 9,081 0.44%
37 ISHARES TR 362,148 28,755 1.38%
38 IShares TR 340,344 31,254 1.50%
39 ISHARES TR 332,294 18,761 0.90%
40 ISHARES TR 332,221 34,684 1.67%
41 KINDER MORGAN INC DEL 289,352 12,242 0.59%
42 SPDR INDEX SHS FDS 284,323 13,295 0.64%
43 ISHARES TR 282,184 85,600 4.12%
44 SPROTT PHYSICAL GOLD TRUST 264,464 2,584 0.12%
45 ABBOTT LABS 264,129 11,891 0.57%
46 ISHARES TR 226,904 11,467 0.55%
47 ISHARES TR 216,268 22,747 1.09%
48 ISHARES 7-10 YEAR TREASURY BOND ETF 216,096 22,904 1.10%
49 Verizon Communications Inc 212,721 9,951 0.48%
50 SPDR SERIES TRUST 210,105 6,424 0.31%
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