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Beaumont Capital Management

Latest statistics and disclosures from Beaumont Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPAB, VEA, VO, OUSA, XLK, and represent 27.01% of Beaumont Capital Management's stock portfolio.
Added to shares of these 10 stocks: XLRE, XLB, XLF, XLV, XLP, XLU, IXN, VRIG, USDU, ICVT.
Started 14 new stock positions in VT, VRIG, IXN, XMHQ, XLRE, USDU, XLF, EPI, XLB, XLU. IHRT, XLP, XLV, IMCG.
Reduced shares in these 10 stocks: XLK (-$11M), , FDIS (-$8.1M), FCOM (-$7.8M), XLI (-$7.8M), GVI, GBF, , VGSH, .
Sold out of its positions in GRID, MBB, SPTI, XLY, XLE.
Beaumont Capital Management was a net seller of stock by $-19M.
Beaumont Capital Management has $132M in assets under management (AUM), dropping by -5.03%.
Central Index Key (CIK): 0001806628

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Portfolio Holdings for Beaumont Capital Management

Beaumont Capital Management holds 46 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio Agrgte (SPAB)	10.3	$14M		531k	25.64	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.9	$6.5M		135k	47.90	View chart
Vanguard Index Fds Mid Cap Etf (VO)	4.2	$5.5M		24k	232.64	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	3.9	$5.1M	-4%	110k	46.09	View chart
Select Sector Spdr Tr Technology (XLK)	3.7	$4.9M	-68%	26k	192.48	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	3.5	$4.6M	NEW	114k	40.06	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.4	$4.5M	-3%	46k	99.25	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	3.4	$4.5M	-63%	102k	44.55	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	3.4	$4.5M	-64%	57k	78.94	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	3.4	$4.5M	NEW	52k	85.54	View chart
Select Sector Spdr Tr Indl (XLI)	3.4	$4.5M	-63%	39k	113.99	View chart
Select Sector Spdr Tr Financial (XLF)	3.4	$4.5M	NEW	119k	37.60	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	3.4	$4.4M	NEW	33k	136.38	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	3.3	$4.4M	NEW	61k	72.03	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	3.3	$4.3M	NEW	68k	63.33	View chart
Ishares Tr Agency Bond Etf (AGZ)	3.2	$4.3M		39k	108.43	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	3.1	$4.0M		17k	241.77	View chart
Ishares Tr Conv Bd Etf (ICVT)	2.7	$3.5M	+161%	45k	78.59	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.5	$3.4M		60k	56.14	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	2.4	$3.1M		61k	51.26	View chart
Ishares Tr Global Tech Etf (IXN)	2.3	$3.1M	NEW	45k	68.18	View chart
Invesco Actively Managed Etf Var Rate Invt (VRIG)	2.3	$3.1M	NEW	122k	24.99	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	2.0	$2.7M	-33%	46k	58.33	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	2.0	$2.6M	NEW	103k	25.11	View chart
Ishares Tr Ishares Semicdtr (SOXX)	1.7	$2.3M	-11%	4.0k	576.03	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	1.3	$1.8M	NEW	27k	64.45	View chart
Ishares Msci Emrg Chn (EMXC)	1.3	$1.7M	-3%	31k	55.41	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.3	$1.7M	-2%	49k	34.01	View chart
Wisdomtree Tr Chinadiv Ex Fi (CXSE)	1.3	$1.7M		60k	28.02	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.1	$1.5M		28k	52.20	View chart
Doubleline Etf Trust Opportunistic Bd (DBND)	1.0	$1.3M	-14%	29k	46.26	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.0	$1.3M	-14%	17k	77.37	View chart
Agf Invts Tr Us Market Netrl (BTAL)	0.9	$1.2M	+10%	73k	16.95	View chart
Ishares Tr Msci India Etf (INDA)	0.9	$1.1M	-2%	23k	48.81	View chart
Ishares Tr Global 100 Etf (IOO)	0.8	$995k	-7%	12k	80.52	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.7	$920k	-74%	8.7k	105.23	View chart
Global X Fds Gbl X Ftse Etf (ASEA)	0.4	$592k		39k	15.08	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.4	$564k	-87%	5.4k	104.76	View chart
Spdr Ser Tr S&p Cap Mkts (KCE)	0.4	$529k	-50%	5.2k	101.97	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.4	$478k	-39%	4.7k	101.73	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.4	$466k	NEW	11k	41.00	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$461k	NEW	5.2k	88.71	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$461k	-21%	4.2k	110.66	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.3	$436k		15k	29.06	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$218k	NEW	2.1k	102.86	View chart
Iheartmedia Com Cl A (IHRT)	0.1	$150k	NEW	56k	2.67	View chart

Past Filings by Beaumont Capital Management

SEC 13F filings are viewable for Beaumont Capital Management going back to 2020

Beaumont Capital Management 2023 Q4 filed Feb. 12, 2024
Beaumont Capital Management 2023 Q3 filed Nov. 9, 2023
Beaumont Capital Management 2023 Q2 filed Aug. 3, 2023
Beaumont Capital Management 2023 Q1 filed May 11, 2023
Beaumont Capital Management 2022 Q4 filed Feb. 9, 2023
Beaumont Capital Management 2022 Q3 filed Nov. 10, 2022
Beaumont Capital Management 2022 Q2 filed Aug. 10, 2022
Beaumont Capital Management 2022 Q1 filed May 13, 2022
Beaumont Capital Management 2021 Q4 filed Feb. 9, 2022
Beaumont Capital Management 2021 Q3 filed Nov. 3, 2021
Beaumont Capital Management 2021 Q2 filed Aug. 4, 2021
Beaumont Capital Management 2021 Q1 filed May 4, 2021
Beaumont Capital Management 2020 Q4 filed Feb. 9, 2021

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