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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 SELECT SECTOR SPDR TR 137,291 6,362 1.04%
102 SELECT SECTOR SPDR TR 113,806 6,374 1.05%
103 SELECT SECTOR SPDR TR 89,993 6,453 1.06%
104 SELECT SECTOR SPDR TR 124,732 6,544 1.07%
105 SELECT SECTOR SPDR TR 118,890 6,556 1.08%
106 PFIZER INC 187,512 6,602 1.08%
107 SELECT SECTOR SPDR TR 154,824 6,714 1.10%
108 SELECT SECTOR SPDR TR 99,277 6,774 1.11%
109 AT&T Inc New 165,083 7,133 1.17%
110 KIMBERLY CLARK CORP 54,543 7,499 1.23%
111 MONDELEZ INTL INC 164,930 7,506 1.23%
112 SSGA ACTIVE ETF TR 155,145 7,744 1.27%
113 FQF TR 282,360 7,824 1.28%
114 SPDR SERIES TRUST 270,524 8,327 1.37%
115 APPLE INC 87,945 8,408 1.38%
116 CENTRAL FD CDA LTD 619,455 8,610 1.41%
117 FIRST TR EXCHANGE TRADED FD 369,173 9,111 1.50%
118 BERKSHIRE HATHAWAY INC DEL 66,158 9,579 1.57%
119 DEUTSCHE X 415,468 9,780 1.60%
120 AMERICAN INTL GROUP INC 200,312 10,594 1.74%
121 VISA INC 143,361 10,633 1.74%
122 VANGUARD INDEX FDS 100,512 10,775 1.77%
123 PEPSICO INC 103,590 10,974 1.80%
124 ISHARES TR 158,349 13,008 2.13%
125 MCDONALDS CORP 109,173 13,138 2.16%
126 VANGUARD INDEX FDS 149,039 13,215 2.17%
127 FIDELITY 461,484 13,383 2.20%
128 FIDELITY 395,831 13,383 2.20%
129 FIDELITY 510,413 13,383 2.20%
130 FIDELITY 407,923 13,449 2.21%
131 FIDELITY 400,031 13,545 2.22%
132 FIDELITY 434,577 14,072 2.31%
133 FIDELITY 735,632 14,271 2.34%
134 ISHARES TR 135,255 17,368 2.85%
135 ISHARES TR 119,727 17,886 2.94%
136 ISHARES TR 157,343 17,925 2.94%
137 JOHNSON & JOHNSON 149,124 18,089 2.97%
138 ISHARES TR 237,730 26,772 4.39%
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