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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
1 WISDOMTREE TR 20,553 1,038 0.17%
2 WELLS FARGO & CO NEW 5,782 274 0.04%
3 Verizon Communications Inc 6,264 350 0.06%
4 VISA INC 143,361 10,633 1.74%
5 VANGUARD INDEX FDS 149,039 13,215 2.17%
6 VANGUARD INDEX FDS 100,512 10,775 1.77%
7 VANGUARD INDEX FDS 4,603 391 0.06%
8 VANGUARD INDEX FDS 2,802 346 0.06%
9 VANGUARD BD INDEX FDS 2,688 237 0.04%
10 TRIPADVISOR INC 12,532 806 0.13%
11 TJX COS INC NEW 4,372 338 0.06%
12 TEAM HEALTH HOLDINGS INC 5,000 203 0.03%
13 SSGA ACTIVE ETF TR 155,145 7,744 1.27%
14 SPROTT PHYSICAL GOLD TRUST 289,765 3,182 0.52%
15 SPDR SERIES TRUST 270,524 8,327 1.37%
16 SPDR SER TR 10,873 912 0.15%
17 SPDR S&P 500 ETF TR 2,328 488 0.08%
18 SPDR GOLD TR 5,994 758 0.12%
19 SPDR DOW JONES INDL AVRG ETF 1,285 230 0.04%
20 SOUTHERN CO 4,000 214 0.04%
21 SELECT SECTOR SPDR TR 89,993 6,453 1.06%
22 SELECT SECTOR SPDR TR 99,277 6,774 1.11%
23 SELECT SECTOR SPDR TR 154,824 6,714 1.10%
24 SELECT SECTOR SPDR TR 113,806 6,374 1.05%
25 SELECT SECTOR SPDR TR 3,455 270 0.04%
26 SELECT SECTOR SPDR TR 118,890 6,556 1.08%
27 SELECT SECTOR SPDR TR 137,291 6,362 1.04%
28 SELECT SECTOR SPDR TR 124,732 6,544 1.07%
29 SCHWAB US DIVIDEND EQUITY ETF 7,093 294 0.05%
30 QUALCOMM INC 27,010 1,447 0.24%
31 PROCTER AND GAMBLE CO 4,474 379 0.06%
32 PIMCO ETF TR 11,705 1,184 0.19%
33 PHILLIPS 66 PARTNERS LP 4,700 263 0.04%
34 PFIZER INC 187,512 6,602 1.08%
35 PEPSICO INC 103,590 10,974 1.80%
36 MORGAN STANLEY 9,027 234 0.04%
37 MONDELEZ INTL INC 164,930 7,506 1.23%
38 MICROSOFT CORP 6,204 317 0.05%
39 MFS MUN INCOME TR 10,747 81 0.01%
40 MERCURY SYS INC COM 12,000 298 0.05%
41 MERCK & CO INC 74,120 4,270 0.70%
42 MCDONALDS CORP 109,173 13,138 2.16%
43 LOWES COS INC 65,588 5,193 0.85%
44 LENNAR 13,905 641 0.11%
45 KKR & CO LP COMMON UNITS 10,000 123 0.02%
46 KIMBERLY CLARK CORP 54,543 7,499 1.23%
47 JPMorgan Chase & Co 6,388 397 0.07%
48 JOHNSON & JOHNSON 149,124 18,089 2.97%
49 ISHARES U.S. UTILITIES ETF 13,445 1,765 0.29%
50 ISHARES TR 2,375 203 0.03%
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