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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 (2016Q2)
Original 13F HR (0001352764-16-000019) filed in 2016.08.10
#
Name
Shares
Value ($)
%
Options
Notes
101 MICROSOFT CORP 6,204 317 0.05%
102 MONDELEZ INTL INC 164,930 7,506 1.23%
103 MORGAN STANLEY 9,027 234 0.04%
104 PEPSICO INC 103,590 10,974 1.80%
105 PFIZER INC 187,512 6,602 1.08%
106 PHILLIPS 66 PARTNERS LP 4,700 263 0.04%
107 PIMCO ETF TR 11,705 1,184 0.19%
108 PROCTER AND GAMBLE CO 4,474 379 0.06%
109 QUALCOMM INC 27,010 1,447 0.24%
110 SCHWAB US DIVIDEND EQUITY ETF 7,093 294 0.05%
111 SELECT SECTOR SPDR TR 154,824 6,714 1.10%
112 SELECT SECTOR SPDR TR 124,732 6,544 1.07%
113 SELECT SECTOR SPDR TR 3,455 270 0.04%
114 SELECT SECTOR SPDR TR 118,890 6,556 1.08%
115 SELECT SECTOR SPDR TR 113,806 6,374 1.05%
116 SELECT SECTOR SPDR TR 137,291 6,362 1.04%
117 SELECT SECTOR SPDR TR 99,277 6,774 1.11%
118 SELECT SECTOR SPDR TR 89,993 6,453 1.06%
119 SOUTHERN CO 4,000 214 0.04%
120 SPDR DOW JONES INDL AVRG ETF 1,285 230 0.04%
121 SPDR GOLD TR 5,994 758 0.12%
122 SPDR S&P 500 ETF TR 2,328 488 0.08%
123 SPDR SER TR 10,873 912 0.15%
124 SPDR SERIES TRUST 270,524 8,327 1.37%
125 SPROTT PHYSICAL GOLD TRUST 289,765 3,182 0.52%
126 SSGA ACTIVE ETF TR 155,145 7,744 1.27%
127 TEAM HEALTH HOLDINGS INC 5,000 203 0.03%
128 TJX COS INC NEW 4,372 338 0.06%
129 TRIPADVISOR INC 12,532 806 0.13%
130 VANGUARD BD INDEX FDS 2,688 237 0.04%
131 VANGUARD INDEX FDS 149,039 13,215 2.17%
132 VANGUARD INDEX FDS 100,512 10,775 1.77%
133 VANGUARD INDEX FDS 2,802 346 0.06%
134 VANGUARD INDEX FDS 4,603 391 0.06%
135 VISA INC 143,361 10,633 1.74%
136 Verizon Communications Inc 6,264 350 0.06%
137 WELLS FARGO & CO NEW 5,782 274 0.04%
138 WISDOMTREE TR 20,553 1,038 0.17%
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