Beaton Management
Latest statistics and disclosures from Beaton Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TD, TD, DIS, DIS, PG, and represent 8.30% of Beaton Management's stock portfolio.
- Added to shares of these 10 stocks: APH, AMP, CSX, ABBV, NVDA, AAPL, HON, MRK, MSFT, BA.
- Started 2 new stock positions in AMP, CSX.
- Reduced shares in these 10 stocks: TD, LITE, NEE, PM, WFC, DIS, GIS, AMGN, JNJ, ORCL.
- Sold out of its positions in LITE.
- Beaton Management was a net buyer of stock by $200k.
- Beaton Management has $288M in assets under management (AUM), dropping by 112.78%.
- Central Index Key (CIK): 0001714678
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Portfolio Holdings for Beaton Management
Companies in the Beaton Management portfolio as of the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Toronto Dominion Bk Common (TD) | 1.8 | $5.3M | -11% | 81k | 65.21 | |
| Toronto Dominion Bk Common (TD) | 1.8 | $5.3M | -11% | 81k | 65.21 | |
| Walt Disney Common (DIS) | 1.6 | $4.5M | 25k | 184.50 | ||
| Walt Disney Common (DIS) | 1.6 | $4.5M | 25k | 184.50 | ||
| Procter & Gamble Common (PG) | 1.5 | $4.4M | 32k | 135.44 | ||
| Procter & Gamble Common (PG) | 1.5 | $4.4M | 32k | 135.44 | ||
| Microsoft Corp Common (MSFT) | 1.4 | $4.0M | +2% | 17k | 235.77 | |
| Microsoft Corp Common (MSFT) | 1.4 | $4.0M | +2% | 17k | 235.77 | |
| Pepsico Common (PEP) | 1.3 | $3.9M | 27k | 141.45 | ||
| Pepsico Common (PEP) | 1.3 | $3.9M | 27k | 141.45 | ||
| Johnson & Johnson Common (JNJ) | 1.3 | $3.7M | 22k | 164.34 | ||
| Johnson & Johnson Common (JNJ) | 1.3 | $3.7M | 22k | 164.34 | ||
| Amazon Common (AMZN) | 1.3 | $3.6M | 1.2k | 3093.86 | ||
| Amazon Common (AMZN) | 1.3 | $3.6M | 1.2k | 3093.86 | ||
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| Apple Common (AAPL) | 1.2 | $3.4M | +4% | 28k | 122.14 | |
| Apple Common (AAPL) | 1.2 | $3.4M | +4% | 28k | 122.14 | |
| Exxon Mobil Corp Common (XOM) | 1.2 | $3.4M | 61k | 55.84 | ||
| Exxon Mobil Corp Common (XOM) | 1.2 | $3.4M | 61k | 55.84 | ||
| Jpmorgan Chase & Co Common (JPM) | 1.2 | $3.4M | 22k | 152.25 | ||
| Jpmorgan Chase & Co Common (JPM) | 1.2 | $3.4M | 22k | 152.25 | ||
| Bank Of Amer Corp Common (BAC) | 1.1 | $3.3M | 84k | 38.69 | ||
| Bank Of Amer Corp Common (BAC) | 1.1 | $3.3M | 84k | 38.69 | ||
| Honeywell Intl Common (HON) | 1.1 | $3.1M | +5% | 14k | 217.04 | |
| Honeywell Intl Common (HON) | 1.1 | $3.1M | +5% | 14k | 217.04 | |
| Thermo Fisher Scientific Common (TMO) | 1.0 | $3.0M | 6.6k | 456.36 | ||
| Thermo Fisher Scientific Common (TMO) | 1.0 | $3.0M | 6.6k | 456.36 | ||
| Home Depot Common (HD) | 1.0 | $3.0M | 9.8k | 305.22 | ||
| Home Depot Common (HD) | 1.0 | $3.0M | 9.8k | 305.22 | ||
| Facebook Inc Cl A Common (FB) | 0.9 | $2.7M | 9.2k | 294.50 | ||
| Facebook Inc Cl A Common (FB) | 0.9 | $2.7M | 9.2k | 294.50 | ||
| Chevron Corp Common (CVX) | 0.9 | $2.5M | 24k | 104.81 | ||
| Chevron Corp Common (CVX) | 0.9 | $2.5M | 24k | 104.81 | ||
| Union Pacific Corp Common (UNP) | 0.9 | $2.5M | 11k | 220.44 | ||
| Union Pacific Corp Common (UNP) | 0.9 | $2.5M | 11k | 220.44 | ||
| Nike Inc Cl B Common (NKE) | 0.8 | $2.4M | 18k | 132.88 | ||
| Nike Inc Cl B Common (NKE) | 0.8 | $2.4M | 18k | 132.88 | ||
| Deere & Co Common (DE) | 0.8 | $2.3M | 6.3k | 374.12 | ||
| Deere & Co Common (DE) | 0.8 | $2.3M | 6.3k | 374.12 | ||
| Clorox Common (CLX) | 0.8 | $2.3M | 12k | 192.89 | ||
| Clorox Common (CLX) | 0.8 | $2.3M | 12k | 192.89 | ||
| 3M Common (MMM) | 0.8 | $2.2M | 12k | 192.71 | ||
| 3M Common (MMM) | 0.8 | $2.2M | 12k | 192.71 | ||
| At&t Common (T) | 0.7 | $2.1M | 69k | 30.27 | ||
| At&t Common (T) | 0.7 | $2.1M | 69k | 30.27 | ||
| O Reilly Automotive Common (ORLY) | 0.7 | $2.0M | 4.0k | 507.20 | ||
| O Reilly Automotive Common (ORLY) | 0.7 | $2.0M | 4.0k | 507.20 | ||
| Invesco Qqq Trust Etf Etf (QQQ) | 0.6 | $1.9M | 5.9k | 319.11 | ||
| Invesco Qqq Trust Etf Etf (QQQ) | 0.6 | $1.9M | 5.9k | 319.11 | ||
| Verizon Communications Common (VZ) | 0.6 | $1.8M | +2% | 31k | 58.16 | |
| Verizon Communications Common (VZ) | 0.6 | $1.8M | +2% | 31k | 58.16 | |
| Boeing Company Common (BA) | 0.6 | $1.8M | +3% | 6.9k | 254.74 | |
| Boeing Company Common (BA) | 0.6 | $1.8M | +3% | 6.9k | 254.74 | |
| Pfizer Common (PFE) | 0.6 | $1.7M | 46k | 36.23 | ||
| Pfizer Common (PFE) | 0.6 | $1.7M | 46k | 36.23 | ||
| Nextera Energy Common (NEE) | 0.6 | $1.6M | -5% | 22k | 75.61 | |
| Nextera Energy Common (NEE) | 0.6 | $1.6M | -5% | 22k | 75.61 | |
| Philip Morris Intl Common (PM) | 0.6 | $1.6M | -5% | 18k | 88.74 | |
| Philip Morris Intl Common (PM) | 0.6 | $1.6M | -5% | 18k | 88.74 | |
| Ishares Russell 1000 Etf (IWF) | 0.6 | $1.6M | 6.6k | 243.07 | ||
| Ishares Russell 1000 Etf (IWF) | 0.6 | $1.6M | 6.6k | 243.07 | ||
| State Street Corp Common (STT) | 0.6 | $1.6M | 19k | 84.00 | ||
| State Street Corp Common (STT) | 0.6 | $1.6M | 19k | 84.00 | ||
| Merck & Co Common (MRK) | 0.5 | $1.5M | +6% | 20k | 77.08 | |
| Merck & Co Common (MRK) | 0.5 | $1.5M | +6% | 20k | 77.08 | |
| Raytheon Technologies Common (RTX) | 0.5 | $1.5M | 20k | 77.25 | ||
| Raytheon Technologies Common (RTX) | 0.5 | $1.5M | 20k | 77.25 | ||
| Costco Wholesale Corp Common (COST) | 0.5 | $1.5M | 4.1k | 352.46 | ||
| Costco Wholesale Corp Common (COST) | 0.5 | $1.5M | 4.1k | 352.46 | ||
| Caterpillar Common (CAT) | 0.5 | $1.4M | 5.9k | 231.85 | ||
| Caterpillar Common (CAT) | 0.5 | $1.4M | 5.9k | 231.85 | ||
| Invesco S&p 500 Equal Etf (RSP) | 0.5 | $1.3M | +2% | 9.3k | 141.62 | |
| Invesco S&p 500 Equal Etf (RSP) | 0.5 | $1.3M | +2% | 9.3k | 141.62 | |
| Adobe Sys Common (ADBE) | 0.4 | $1.3M | 2.7k | 475.23 | ||
| Adobe Sys Common (ADBE) | 0.4 | $1.3M | 2.7k | 475.23 | ||
| Alphabet Inc Cl A Common (GOOGL) | 0.4 | $1.2M | 594.00 | 2062.29 | ||
| Alphabet Inc Cl A Common (GOOGL) | 0.4 | $1.2M | 594.00 | 2062.29 | ||
| Northrop Grumman Corp Common (NOC) | 0.4 | $1.2M | 3.8k | 323.72 | ||
| Northrop Grumman Corp Common (NOC) | 0.4 | $1.2M | 3.8k | 323.72 | ||
| Alibaba Group Hldg Sponsored ADR (BABA) | 0.4 | $1.2M | 5.4k | 226.82 | ||
| Alibaba Group Hldg Sponsored ADR (BABA) | 0.4 | $1.2M | 5.4k | 226.82 | ||
| Abbvie Common (ABBV) | 0.4 | $1.2M | +19% | 11k | 108.19 | |
| Abbvie Common (ABBV) | 0.4 | $1.2M | +19% | 11k | 108.19 | |
| Lockheed Martin Corp Common (LMT) | 0.4 | $1.2M | 3.2k | 369.57 | ||
| Lockheed Martin Corp Common (LMT) | 0.4 | $1.2M | 3.2k | 369.57 | ||
| Bristol Myers Squibb Common (BMY) | 0.4 | $1.2M | 19k | 63.11 | ||
| Bristol Myers Squibb Common (BMY) | 0.4 | $1.2M | 19k | 63.11 | ||
| Genl Electric Common (GE) | 0.4 | $1.1M | 86k | 13.13 | ||
| Genl Electric Common (GE) | 0.4 | $1.1M | 86k | 13.13 | ||
| Altria Group Common (MO) | 0.4 | $1.0M | 20k | 51.18 | ||
| Altria Group Common (MO) | 0.4 | $1.0M | 20k | 51.18 | ||
| Intl Business Mach Common (IBM) | 0.4 | $1.0M | 7.7k | 133.29 | ||
| Intl Business Mach Common (IBM) | 0.4 | $1.0M | 7.7k | 133.29 | ||
| Mondelez Intl Common (MDLZ) | 0.4 | $1.0M | 17k | 58.52 | ||
| Mondelez Intl Common (MDLZ) | 0.4 | $1.0M | 17k | 58.52 | ||
| Cvs Health Corp Common (CVS) | 0.3 | $980k | 13k | 75.24 | ||
| Cvs Health Corp Common (CVS) | 0.3 | $980k | 13k | 75.24 | ||
| Lowes Cos Common (LOW) | 0.3 | $927k | 4.9k | 190.15 | ||
| Lowes Cos Common (LOW) | 0.3 | $927k | 4.9k | 190.15 | ||
| Amgen Common (AMGN) | 0.3 | $921k | -5% | 3.7k | 248.92 | |
| Amgen Common (AMGN) | 0.3 | $921k | -5% | 3.7k | 248.92 | |
| Coca Cola Common (KO) | 0.3 | $916k | 17k | 52.72 | ||
| Coca Cola Common (KO) | 0.3 | $916k | 17k | 52.72 | ||
| Dupont De Nemours Common (DD) | 0.3 | $891k | 12k | 77.26 | ||
| Dupont De Nemours Common (DD) | 0.3 | $891k | 12k | 77.26 | ||
| Walmart Common (WMT) | 0.3 | $852k | 6.3k | 135.78 | ||
| Walmart Common (WMT) | 0.3 | $852k | 6.3k | 135.78 | ||
| Lilly Eli & Co Common (LLY) | 0.3 | $839k | 4.5k | 186.73 | ||
| Lilly Eli & Co Common (LLY) | 0.3 | $839k | 4.5k | 186.73 | ||
| Nvidia Corp Common (NVDA) | 0.3 | $836k | +22% | 1.6k | 534.19 | |
| Nvidia Corp Common (NVDA) | 0.3 | $836k | +22% | 1.6k | 534.19 | |
| Visa Inc Cl A Common (V) | 0.3 | $831k | 3.9k | 211.72 | ||
| Visa Inc Cl A Common (V) | 0.3 | $831k | 3.9k | 211.72 | ||
| Novartis Sponsored ADR (NVS) | 0.3 | $808k | -2% | 9.4k | 85.53 | |
| Novartis Sponsored ADR (NVS) | 0.3 | $808k | -2% | 9.4k | 85.53 | |
| Mcdonalds Corp Common (MCD) | 0.3 | $806k | 3.6k | 224.01 | ||
| Mcdonalds Corp Common (MCD) | 0.3 | $806k | 3.6k | 224.01 | ||
| Amphenol Corp New Cl A Common (APH) | 0.3 | $769k | +100% | 12k | 65.95 | |
| Amphenol Corp New Cl A Common (APH) | 0.3 | $769k | +100% | 12k | 65.95 | |
| Fedex Corp Common (FDX) | 0.3 | $753k | 2.7k | 284.15 | ||
| Fedex Corp Common (FDX) | 0.3 | $753k | 2.7k | 284.15 | ||
| Wec Energy Group Common (WEC) | 0.3 | $746k | 8.0k | 93.59 | ||
| Wec Energy Group Common (WEC) | 0.3 | $746k | 8.0k | 93.59 | ||
| Berkshire Hathaway Common (BRK.B) | 0.2 | $704k | +4% | 2.8k | 255.54 | |
| Berkshire Hathaway Common (BRK.B) | 0.2 | $704k | +4% | 2.8k | 255.54 | |
| Genl Mills Common (GIS) | 0.2 | $696k | -8% | 11k | 61.31 | |
| Genl Mills Common (GIS) | 0.2 | $696k | -8% | 11k | 61.31 | |
| Dow Common (DOW) | 0.2 | $640k | 10k | 63.90 | ||
| Dow Common (DOW) | 0.2 | $640k | 10k | 63.90 | ||
| Comcast Corp Cl A Common (CMCSA) | 0.2 | $639k | 12k | 54.11 | ||
| Comcast Corp Cl A Common (CMCSA) | 0.2 | $639k | 12k | 54.11 | ||
| Norfolk Sthn Corp Common (NSC) | 0.2 | $639k | 2.4k | 268.49 | ||
| Norfolk Sthn Corp Common (NSC) | 0.2 | $639k | 2.4k | 268.49 | ||
| Amer Express Common (AXP) | 0.2 | $630k | 4.5k | 141.38 | ||
| Amer Express Common (AXP) | 0.2 | $630k | 4.5k | 141.38 | ||
| Proshares Ultra Dow30 Etf (DDM) | 0.2 | $617k | 9.4k | 65.85 | ||
| Proshares Ultra Dow30 Etf (DDM) | 0.2 | $617k | 9.4k | 65.85 | ||
| Cigna Corp Common (CI) | 0.2 | $605k | 2.5k | 241.71 | ||
| Cigna Corp Common (CI) | 0.2 | $605k | 2.5k | 241.71 | ||
| Abbott Labs Common (ABT) | 0.2 | $580k | 4.8k | 119.83 | ||
| Abbott Labs Common (ABT) | 0.2 | $580k | 4.8k | 119.83 | ||
| Goldman Sachs Group Common (GS) | 0.2 | $572k | 1.8k | 326.86 | ||
| Goldman Sachs Group Common (GS) | 0.2 | $572k | 1.8k | 326.86 | ||
| American Water Works Common (AWK) | 0.2 | $566k | 3.8k | 149.93 | ||
| American Water Works Common (AWK) | 0.2 | $566k | 3.8k | 149.93 | ||
| Kimberly Clark Corp Common (KMB) | 0.2 | $547k | -2% | 3.9k | 139.08 | |
| Kimberly Clark Corp Common (KMB) | 0.2 | $547k | -2% | 3.9k | 139.08 | |
| Paypal Holdings Common (PYPL) | 0.2 | $534k | 2.2k | 242.73 | ||
| Sysco Corp Common (SYY) | 0.2 | $533k | 6.8k | 78.81 | ||
| Sysco Corp Common (SYY) | 0.2 | $533k | 6.8k | 78.81 | ||
| Oracle Corp Common (ORCL) | 0.2 | $528k | -6% | 7.5k | 70.12 | |
| Oracle Corp Common (ORCL) | 0.2 | $528k | -6% | 7.5k | 70.12 | |
| Linde Plc Eur Common (LIN) | 0.2 | $525k | 1.9k | 280.30 | ||
| Linde Plc Eur Common (LIN) | 0.2 | $525k | 1.9k | 280.30 | ||
| Tesla Common (TSLA) | 0.2 | $516k | +5% | 773.00 | 667.53 | |
| Tesla Common (TSLA) | 0.2 | $516k | +5% | 773.00 | 667.53 | |
| Baxter Intl Common (BAX) | 0.2 | $506k | 6.0k | 84.40 | ||
| Baxter Intl Common (BAX) | 0.2 | $506k | 6.0k | 84.40 | ||
| Ishares Russell 2000 Etf Etf (IWM) | 0.2 | $492k | 2.2k | 221.12 | ||
| Ishares Russell 2000 Etf Etf (IWM) | 0.2 | $492k | 2.2k | 221.12 | ||
| Mastercard Inc Cl A Common (MA) | 0.2 | $488k | 1.4k | 356.20 | ||
| Mastercard Inc Cl A Common (MA) | 0.2 | $488k | 1.4k | 356.20 | ||
| Servicenow Common (NOW) | 0.2 | $475k | 950.00 | 500.00 | ||
| Servicenow Common (NOW) | 0.2 | $475k | 950.00 | 500.00 | ||
| Wells Fargo & Co Common (WFC) | 0.2 | $472k | -15% | 12k | 39.06 | |
| Wells Fargo & Co Common (WFC) | 0.2 | $472k | -15% | 12k | 39.06 | |
| Seacoast Bkg Corp Fla Common (SBCF) | 0.2 | $471k | -3% | 13k | 36.23 | |
| Seacoast Bkg Corp Fla Common (SBCF) | 0.2 | $471k | -3% | 13k | 36.23 | |
| Conocophillips Common (COP) | 0.2 | $465k | 8.8k | 52.98 | ||
| Conocophillips Common (COP) | 0.2 | $465k | 8.8k | 52.98 | ||
| Sprague Resources Lp M Common (SRLP) | 0.2 | $458k | 21k | 21.91 | ||
| Sprague Resources Lp M Common (SRLP) | 0.2 | $458k | 21k | 21.91 | ||
| Cisco Systems Common (CSCO) | 0.1 | $422k | 8.2k | 51.74 | ||
| Cisco Systems Common (CSCO) | 0.1 | $422k | 8.2k | 51.74 | ||
| Nasdaq Common (NDAQ) | 0.1 | $383k | 2.6k | 147.31 | ||
| Nasdaq Common (NDAQ) | 0.1 | $383k | 2.6k | 147.31 | ||
| Medtronic Common (MDT) | 0.1 | $375k | 3.2k | 118.04 | ||
| Medtronic Common (MDT) | 0.1 | $375k | 3.2k | 118.04 | ||
| Allstate Corp Common (ALL) | 0.1 | $374k | 3.3k | 114.79 | ||
| Allstate Corp Common (ALL) | 0.1 | $374k | 3.3k | 114.79 | ||
| Waters Corp Common (WAT) | 0.1 | $369k | 1.3k | 283.85 | ||
| Waters Corp Common (WAT) | 0.1 | $369k | 1.3k | 283.85 | ||
| United Parcel Service Common (UPS) | 0.1 | $353k | -5% | 2.1k | 169.87 | |
| United Parcel Service Common (UPS) | 0.1 | $353k | -5% | 2.1k | 169.87 | |
| Square Inc Cl A Common (SQ) | 0.1 | $352k | -3% | 1.6k | 227.10 | |
| Square Inc Cl A Common (SQ) | 0.1 | $352k | -3% | 1.6k | 227.10 | |
| Corteva Common (CTVA) | 0.1 | $348k | 7.5k | 46.57 | ||
| Corteva Common (CTVA) | 0.1 | $348k | 7.5k | 46.57 | ||
| Hca Healthcare Common (HCA) | 0.1 | $348k | 1.9k | 188.11 | ||
| Hca Healthcare Common (HCA) | 0.1 | $348k | 1.9k | 188.11 | ||
| Emerson Electric Common (EMR) | 0.1 | $347k | 3.8k | 90.25 | ||
| Emerson Electric Common (EMR) | 0.1 | $347k | 3.8k | 90.25 | ||
| Zillow Group Inc Cl C Cap Stk Common (Z) | 0.1 | $337k | 2.6k | 129.62 | ||
| Zillow Group Inc Cl C Cap Stk Common (Z) | 0.1 | $337k | 2.6k | 129.62 | ||
| Zimmer Biomet Holdings Common (ZBH) | 0.1 | $333k | 2.1k | 160.10 | ||
| Zimmer Biomet Holdings Common (ZBH) | 0.1 | $333k | 2.1k | 160.10 | ||
| Air Prod & Chemical Common (APD) | 0.1 | $332k | 1.2k | 281.59 | ||
| Air Prod & Chemical Common (APD) | 0.1 | $332k | 1.2k | 281.59 | ||
| Teleflex Common (TFX) | 0.1 | $332k | 800.00 | 415.00 | ||
| Teleflex Common (TFX) | 0.1 | $332k | 800.00 | 415.00 | ||
| Cbre Group Inc Cl A Common (CBRE) | 0.1 | $332k | 4.2k | 79.05 | ||
| Reliance Steel & Common (RS) | 0.1 | $305k | 2.0k | 152.50 | ||
| Reliance Steel & Common (RS) | 0.1 | $305k | 2.0k | 152.50 | ||
| General Motors Common (GM) | 0.1 | $304k | 5.3k | 57.43 | ||
| Citigroup Common (C) | 0.1 | $303k | 4.2k | 72.80 | ||
| Citigroup Common (C) | 0.1 | $303k | 4.2k | 72.80 | ||
| Duke Energy Corp Common (DUK) | 0.1 | $299k | 3.1k | 96.42 | ||
| Duke Energy Corp Common (DUK) | 0.1 | $299k | 3.1k | 96.42 | ||
| Spdr S&p Biotech Etf Etf (XBI) | 0.1 | $297k | 2.2k | 135.62 | ||
| Spdr S&p Biotech Etf Etf (XBI) | 0.1 | $297k | 2.2k | 135.62 | ||
| Colgate Palmolive Common (CL) | 0.1 | $296k | 3.8k | 78.93 | ||
| Colgate Palmolive Common (CL) | 0.1 | $296k | 3.8k | 78.93 | ||
| Ford Motor Common (F) | 0.1 | $292k | 24k | 12.25 | ||
| Ford Motor Common (F) | 0.1 | $292k | 24k | 12.25 | ||
| Te Connectivity Ltd Chf Common (TEL) | 0.1 | $288k | +7% | 2.2k | 129.03 | |
| Te Connectivity Ltd Chf Common (TEL) | 0.1 | $288k | +7% | 2.2k | 129.03 | |
| Anthem Common (ANTM) | 0.1 | $287k | 800.00 | 358.75 | ||
| Anthem Common (ANTM) | 0.1 | $287k | 800.00 | 358.75 | ||
| Industrial Select Sector Etf (XLI) | 0.1 | $282k | 2.9k | 98.60 | ||
| Industrial Select Sector Etf (XLI) | 0.1 | $282k | 2.9k | 98.60 | ||
| Royal Dutch Shell Sponsored ADR (RDS.A) | 0.1 | $277k | 7.1k | 39.22 | ||
| Royal Dutch Shell Sponsored ADR (RDS.A) | 0.1 | $277k | 7.1k | 39.22 | ||
| First Trust Value Line Etf (FVD) | 0.1 | $275k | 7.2k | 38.04 | ||
| First Trust Value Line Etf (FVD) | 0.1 | $275k | 7.2k | 38.04 | ||
| Berkshire Hathaway Common (BRK.A) | 0.1 | $270k | 7.00 | 38571.43 | ||
| Berkshire Hathaway Common (BRK.A) | 0.1 | $270k | 7.00 | 38571.43 | ||
| First Trust Nasdaq 100 Etf (QTEC) | 0.1 | $267k | 1.9k | 144.32 | ||
| First Trust Nasdaq 100 Etf (QTEC) | 0.1 | $267k | 1.9k | 144.32 | ||
| Eversource Energy Common (ES) | 0.1 | $256k | 3.0k | 86.69 | ||
| Eversource Energy Common (ES) | 0.1 | $256k | 3.0k | 86.69 | ||
| Proshares Ultra Semi Etf (USD) | 0.1 | $256k | 2.1k | 119.91 | ||
| Proshares Ultra Semi Etf (USD) | 0.1 | $256k | 2.1k | 119.91 | ||
| Phillips 66 Common (PSX) | 0.1 | $255k | 3.1k | 81.44 | ||
| Phillips 66 Common (PSX) | 0.1 | $255k | 3.1k | 81.44 | ||
| Ishares S&p Smallcap 600 Etf (IJT) | 0.1 | $254k | 2.0k | 128.28 | ||
| Ishares S&p Smallcap 600 Etf (IJT) | 0.1 | $254k | 2.0k | 128.28 | ||
| Ishares Expanded Etf (IGM) | 0.1 | $253k | 700.00 | 361.43 | ||
| Ishares Expanded Etf (IGM) | 0.1 | $253k | 700.00 | 361.43 | ||
| Yum! Brands Common (YUM) | 0.1 | $250k | 2.3k | 108.23 | ||
| Yum! Brands Common (YUM) | 0.1 | $250k | 2.3k | 108.23 | ||
| Hershey Common (HSY) | 0.1 | $239k | 1.5k | 158.38 | ||
| Hershey Common (HSY) | 0.1 | $239k | 1.5k | 158.38 | ||
| Kellogg Common (K) | 0.1 | $234k | 3.7k | 63.24 | ||
| Kellogg Common (K) | 0.1 | $234k | 3.7k | 63.24 | ||
| Amer Electric Power Common (AEP) | 0.1 | $233k | 2.7k | 84.82 | ||
| Amer Electric Power Common (AEP) | 0.1 | $233k | 2.7k | 84.82 | ||
| Ameriprise Financial Common (AMP) | 0.1 | $230k | NEW | 991.00 | 232.09 | |
| Unitedhealth Group Common (UNH) | 0.1 | $223k | 600.00 | 371.67 | ||
| Unitedhealth Group Common (UNH) | 0.1 | $223k | 600.00 | 371.67 | ||
| Csx Corp Common (CSX) | 0.1 | $222k | NEW | 2.3k | 96.52 | |
| Csx Corp Common (CSX) | 0.1 | $222k | NEW | 2.3k | 96.52 | |
| Edwards Lifesciences Common (EW) | 0.1 | $220k | -7% | 2.6k | 83.81 | |
| Edwards Lifesciences Common (EW) | 0.1 | $220k | -7% | 2.6k | 83.81 | |
Past Filings by Beaton Management
SEC 13F filings are viewable for Beaton Management going back to 2017
- Beaton Management 2021 Q1 amended filed May 21, 2021
- Beaton Management 2021 Q1 filed May 14, 2021
- Beaton Management 2020 Q4 filed Feb. 17, 2021
- Beaton Management 2020 Q3 filed Nov. 13, 2020
- Beaton Management 2020 Q2 filed Aug. 14, 2020
- Beaton Management 2020 Q1 filed May 15, 2020
- Beaton Management 2019 Q4 filed Feb. 7, 2020
- Beaton Management 2019 Q3 filed Nov. 15, 2019
- Beaton Management 2019 Q2 filed Aug. 15, 2019
- Beaton Management 2019 Q1 filed May 14, 2019
- Beaton Management 2018 Q4 filed Feb. 14, 2019
- Beaton Management 2018 Q3 filed Nov. 16, 2018
- Beaton Management 2018 Q2 filed Aug. 15, 2018
- Beaton Management 2018 Q1 filed May 15, 2018
- Beaton Management 2017 Q4 filed Feb. 7, 2018
- Beaton Management 2017 Q3 filed Nov. 9, 2017