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Beaumont Financial Partners

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

Top 5 stock holdings are SGOV, AAPL, DBMF, MSFT, VOO, and represent 31.62% of Beaumont Financial Partners's stock portfolio.
Added to shares of these 10 stocks: DBMF (+$44M), GOOGL (+$25M), JQUA (+$22M), CI, IVV, SAMT, SCHG, TSLA, FUTY, GOOG.
Started 24 new stock positions in SCHA, VXF, IWR, JQUA, VOE, FIVE, MBB, IUSV, SLV, SAND. IJJ, NFLX, SCHG, GMF, CWB, MDYG, CRS, SCHV, BSCR, DBMF, TGT, FUTY, SLYV, MDYV.
Reduced shares in these 10 stocks: HAP (-$14M), COWZ (-$13M), FTGC (-$13M), VGSH (-$11M), BND (-$10M), KRBN (-$10M), GLDM (-$10M), BAX (-$8.2M), VOO (-$6.3M), SGOV (-$5.9M).
Sold out of its positions in AMD, AZN, BAX, USSG, DNN, DLTR, D, SKYY, FTGC, BSMR.
Beaumont Financial Partners was a net buyer of stock by $1.0M.
Beaumont Financial Partners has $1.0B in assets under management (AUM), dropping by -6.44%.
Central Index Key (CIK): 0001352764

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Portfolio Holdings for Beaumont Financial Partners

Beaumont Financial Partners holds 302 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr 0-3 Mnth Treasry (SGOV)	16.7	$175M	-3%	1.7M	100.27	View chart
Apple (AAPL)	4.5	$47M		343k	138.20	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	4.2	$44M	NEW	1.3M	33.94	View chart
Microsoft Corporation (MSFT)	3.3	$34M		147k	232.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.9	$30M	-17%	91k	328.30	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.6	$28M	+13%	77k	358.65	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.5	$26M	+1897%	271k	95.65	View chart
Ishares Tr Core S&p Md Cap (IJH)	2.4	$25M		116k	219.26	View chart
Johnson & Johnson (JNJ)	2.3	$24M		147k	163.36	View chart
J P Morgan Exchange Traded Us Qualty Fctr (JQUA)	2.1	$22M	NEW	623k	35.04	View chart
McDonald's Corporation (MCD)	2.0	$21M		93k	230.74	View chart
Lowe's Companies (LOW)	2.0	$21M		111k	187.81	View chart
Amazon (AMZN)	2.0	$21M		184k	113.00	View chart
Ishares Tr S&P SML 600 GRTH (IJT)	2.0	$20M		200k	101.67	View chart
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)	1.6	$17M	+20%	797k	21.54	View chart
Pepsi (PEP)	1.6	$17M		104k	163.26	View chart
Berkshire Hathaway Inc Del CL B (BRK.B)	1.6	$16M		62k	267.01	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$16M		74k	213.95	View chart
Visa Cl A (V)	1.3	$14M		78k	177.65	View chart
American Tower Reit (AMT)	1.3	$13M		61k	214.71	View chart
Ishares Tr Core Div Grwth (DGRO)	1.3	$13M		293k	44.47	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	1.3	$13M	-21%	296k	43.99	View chart
Danaher Corporation (DHR)	1.2	$13M		49k	258.29	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$12M	+5%	243k	48.14	View chart
Abbott Laboratories (ABT)	1.0	$11M		108k	96.76	View chart
Invesco Actively Managed Etf Var Rate Invt (VRIG)	0.9	$9.4M	+17%	383k	24.62	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.9	$9.4M	+14%	378k	24.84	View chart
Sprott Physical Gold & Silver Tr Unit (CEF)	0.9	$9.2M		593k	15.57	View chart
Sony Corp Sponsored Adr (SONY)	0.9	$9.2M	-3%	144k	64.05	View chart
Ishares Tr Core Us Agg Bd (AGG)	0.9	$9.1M		94k	96.34	View chart
Ishares Tr Core High Dv Etf (HDV)	0.9	$9.0M	+5%	99k	91.29	View chart
Walt Disney Company (DIS)	0.7	$7.6M	+6%	80k	94.33	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.7	$7.5M	-60%	130k	57.79	View chart
Meta Platforms Cl A (META)	0.7	$7.4M	-2%	55k	135.67	View chart
Ishares Tr Select Divid Etf (DVY)	0.7	$6.9M	+2%	64k	107.22	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.7	$6.8M		54k	126.22	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.7	$6.8M	-5%	148k	46.09	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$6.1M	+7%	50k	123.47	View chart
Paypal Holdings (PYPL)	0.5	$5.3M	+6%	62k	86.08	View chart
Nextera Energy (NEE)	0.5	$5.0M	+2%	63k	78.40	View chart
NVIDIA Corporation (NVDA)	0.5	$4.9M		41k	121.38	View chart
PerkinElmer (RVTY)	0.5	$4.9M		41k	120.34	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.4	$4.2M	-13%	170k	24.95	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.4	$3.9M	+6%	158k	24.99	View chart
Cigna Corp (CI)	0.4	$3.8M	+1297%	14k	277.47	View chart
Nike CL B (NKE)	0.4	$3.8M	+21%	46k	83.13	View chart
Generac Holdings (GNRC)	0.3	$3.6M	+4%	20k	178.15	View chart
Eqrx	0.3	$3.6M		732k	4.95	View chart
Home Depot (HD)	0.3	$3.2M	+3%	12k	275.91	View chart
TJX Companies (TJX)	0.3	$2.9M		47k	62.11	View chart
Dick's Sporting Goods (DKS)	0.3	$2.9M		28k	104.65	View chart
Eastern Bankshares (EBC)	0.3	$2.8M		143k	19.64	View chart
J P Morgan Exchange Traded Municipal Etf (JMUB)	0.3	$2.7M	-6%	56k	48.42	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$2.7M	+64%	64k	42.35	View chart
Bank of America Corporation (BAC)	0.3	$2.6M		87k	30.20	View chart
Eli Lilly & Co. (LLY)	0.2	$2.6M		8.0k	323.34	View chart
Procter & Gamble Company (PG)	0.2	$2.6M	-4%	20k	126.26	View chart
Tesla Motors (TSLA)	0.2	$2.5M	+276%	9.5k	265.29	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$2.4M	+10%	36k	66.73	View chart
Vanguard World Extended Dur (EDV)	0.2	$2.4M	-9%	28k	86.71	View chart
UnitedHealth (UNH)	0.2	$2.3M		4.5k	504.98	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$2.3M	-21%	6.4k	357.17	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$2.2M	NEW	40k	55.80	View chart
Costco Wholesale Corporation (COST)	0.2	$2.2M		4.7k	472.28	View chart
SVB Financial (SIVBQ)	0.2	$2.2M	+10%	6.5k	335.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$2.1M		8.0k	267.26	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.2	$2.1M	-3%	57k	37.02	View chart
Charter Communications Cl A (CHTR)	0.2	$2.1M		6.8k	303.31	View chart
Invesco Exchange Traded Fd Tr Bulshs 2024 Cb (BSCO)	0.2	$2.0M	-2%	98k	20.39	View chart
Invesco Exchange Traded Fd Tr Bulshs 2023 Cb	0.2	$2.0M	-7%	96k	20.87	View chart
Invesco Exchange Traded Fd Tr Bulshs 2025 Cb (BSCP)	0.2	$2.0M	+630%	99k	19.94	View chart
Invesco Exchange Traded Fd Tr Bulshs 2026 Cb (BSCQ)	0.2	$1.9M	+638%	104k	18.64	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.9M		19k	104.53	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.9M		236k	8.13	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$1.9M		21k	90.94	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.9M	+1889%	20k	96.13	View chart
Schwab U.s. Mid-cap Etf Us Mid-cap Etf (SCHM)	0.2	$1.9M	+394%	31k	60.53	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.8M	-18%	18k	102.58	View chart
Merck & Co (MRK)	0.2	$1.8M		21k	86.13	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.2	$1.8M	NEW	43k	42.22	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.2	$1.8M	-62%	90k	19.86	View chart
Bristol Myers Squibb (BMY)	0.2	$1.8M		25k	71.11	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.8M	+12%	20k	87.29	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$1.8M	NEW	30k	58.50	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.8M	+10%	11k	163.52	View chart
Deere & Company (DE)	0.2	$1.7M		5.2k	333.98	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.2	$1.7M	+14%	134k	12.80	View chart
Brooks Automation (AZTA)	0.2	$1.7M		40k	42.87	View chart
Toast Cl A (TOST)	0.2	$1.7M		100k	16.72	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$1.7M	NEW	89k	18.61	View chart
Coca-Cola Company (KO)	0.2	$1.7M	+2%	30k	56.03	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$1.6M		20k	80.18	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$1.6M	-3%	28k	57.82	View chart
Honeywell International (HON)	0.1	$1.5M	-4%	9.3k	166.94	View chart
Ishares Tr Core S&p Sm Cap (IJR)	0.1	$1.5M	+16%	17k	87.19	View chart
Chevron Corporation (CVX)	0.1	$1.5M	+3%	10k	143.70	View chart
Ishares Tr Rus 1000 Grwth (IWF)	0.1	$1.5M	+131%	6.9k	210.39	View chart
Nushares Etf Tr Nuveen Enhnc Yld (NUAG)	0.1	$1.4M	-17%	71k	20.34	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.4M		5.0k	284.41	View chart
Abbvie (ABBV)	0.1	$1.4M		10k	134.21	View chart
International Business Machines (IBM)	0.1	$1.3M	+6%	11k	118.85	View chart
Pfizer (PFE)	0.1	$1.3M	+5%	30k	43.76	View chart
Broadcom (AVGO)	0.1	$1.3M		2.9k	443.99	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$1.2M		11k	116.92	View chart
Bain Cap Specialty Fin (BCSF)	0.1	$1.2M	-20%	102k	12.00	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.2M	-2%	15k	81.84	View chart
American Express Company (AXP)	0.1	$1.2M		8.8k	134.91	View chart
Union Pacific Corporation (UNP)	0.1	$1.2M		6.1k	194.76	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.1M	+45%	15k	74.31	View chart
Amgen (AMGN)	0.1	$1.1M		4.8k	225.38	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.1M	-9%	2.7k	401.66	View chart
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)	0.1	$1.1M	+28%	16k	66.43	View chart
Vanguard Total Stock Market Index Fund Total Stk Mkt (VTI)	0.1	$1.0M		5.7k	179.51	View chart
Ishares Tr Msci Em Mkt Etf (EEM)	0.1	$1.0M		29k	34.89	View chart
Automatic Data Processing (ADP)	0.1	$1.0M		4.4k	226.23	View chart
Thermo Fisher Scientific (TMO)	0.1	$973k		1.9k	507.03	View chart
Qualcomm (QCOM)	0.1	$966k		8.5k	113.00	View chart
Texas Instruments Incorporated (TXN)	0.1	$956k		6.2k	154.79	View chart
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)	0.1	$955k	-8%	20k	47.62	View chart
Lam Research Corporation (LRCX)	0.1	$949k		2.6k	365.99	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$942k		21k	44.44	View chart
Enterprise Products Partners (EPD)	0.1	$934k	+6%	39k	23.78	View chart
S&p Global (SPGI)	0.1	$923k		3.0k	305.33	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$904k	-5%	16k	56.01	View chart
Vanguard Intl Equity Index Fds Allwrld Ex Us (VEU)	0.1	$898k		20k	44.35	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$881k	+72%	7.9k	111.48	View chart
Proshares Tr S&p 500 Div Arist (NOBL)	0.1	$879k	-2%	11k	79.94	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$872k	+28%	7.2k	121.09	View chart
Edwards Lifesciences (EW)	0.1	$863k		10k	82.60	View chart
Ishares Silver Trust Ishares (SLV)	0.1	$861k	NEW	49k	17.50	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$859k	+174%	12k	72.02	View chart
Stryker Corporation (SYK)	0.1	$851k		4.2k	202.52	View chart
Blackstone Group Com Cl A (BX)	0.1	$828k		9.9k	83.70	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$816k	-8%	28k	29.22	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$807k	+167%	12k	65.54	View chart
Kimberly-Clark Corporation (KMB)	0.1	$788k		7.0k	112.60	View chart
Novo-nordisk A S Adr (NVO)	0.1	$769k		7.7k	99.65	View chart
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt (RSP)	0.1	$762k		6.0k	127.28	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$758k		2.9k	257.30	View chart
Nxp Semiconductors N V (NXPI)	0.1	$755k		5.1k	147.46	View chart
Intel Corporation (INTC)	0.1	$751k		29k	25.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$723k		20k	36.36	View chart
Paychex (PAYX)	0.1	$705k	-2%	6.3k	112.21	View chart
Oracle Corporation (ORCL)	0.1	$698k		11k	61.05	View chart
Southern Company (SO)	0.1	$695k		10k	68.02	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.1	$690k		15k	45.36	View chart
Comcast Corp Cl A (CMCSA)	0.1	$668k		23k	29.32	View chart
Schwab U.s. Small-cap Etf Us Sml Cap Etf (SCHA)	0.1	$655k	NEW	17k	37.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$651k	+4%	4.8k	135.26	View chart
Spdr Dow Jones Industrial Average Ut Ser 1 (DIA)	0.1	$648k		2.3k	287.11	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$644k		5.4k	118.75	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.1	$640k	NEW	11k	57.82	View chart
Ishares Tr Rus 1000 Val (IWD)	0.1	$631k	+9%	4.6k	135.99	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$623k	NEW	4.9k	127.14	View chart
Ishares Tr S&P500 GRTH (IVW)	0.1	$615k	+8%	11k	57.89	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$605k	-8%	15k	40.19	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$601k	-28%	23k	26.23	View chart
Travelers Companies (TRV)	0.1	$595k		3.9k	153.27	View chart
Ishares Tr 1-3 Yr Treas Bd (SHY)	0.1	$585k	-26%	7.2k	81.24	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$579k	+4%	19k	30.34	View chart
Becton, Dickinson and (BDX)	0.1	$552k		2.5k	222.67	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.1	$535k	+22%	11k	47.74	View chart
BlackRock (BLK)	0.1	$534k	-4%	971.00	549.95	View chart
Republic Services (RSG)	0.1	$532k		3.9k	136.06	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$526k	+9%	1.6k	318.98	View chart
Verizon Communications (VZ)	0.0	$514k	-3%	14k	37.98	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.0	$507k	-31%	21k	24.62	View chart
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf (VWO)	0.0	$504k	-6%	14k	36.50	View chart
United Parcel Service CL B (UPS)	0.0	$501k		3.1k	161.67	View chart
Ishares Tr Rus Midcap Etf (IWR)	0.0	$501k	NEW	8.1k	62.20	View chart
Waste Management (WM)	0.0	$499k		3.1k	160.24	View chart
Kraneshares Tr Bosera Msci Ch (KBA)	0.0	$498k		16k	30.37	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$483k		3.9k	124.71	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.0	$480k		28k	17.18	View chart
Anthem (ELV)	0.0	$477k	-4%	1.0k	454.72	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$470k		8.7k	53.95	View chart
Vmware Cl A Com	0.0	$457k	-12%	4.3k	106.50	View chart
Graniteshares Etf Tr Bbg Commd K 1 (COMB)	0.0	$450k	-29%	16k	28.88	View chart
Kkr & Co (KKR)	0.0	$448k		10k	42.99	View chart
Diageo Spon Adr (DEO)	0.0	$444k		2.6k	169.72	View chart
Ishares Tr Core 1-5 Yr Usd (ISTB)	0.0	$440k		9.5k	46.14	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$436k	-47%	4.4k	98.82	View chart
Bill Com Holdings Ord (BILL)	0.0	$436k	-23%	3.3k	132.32	View chart
Charles River Laboratories (CRL)	0.0	$435k	+4%	2.2k	196.92	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.0	$433k	-2%	15k	28.92	View chart
Eversource Energy (ES)	0.0	$430k		5.5k	77.88	View chart
Constellation Brands Cl A (STZ)	0.0	$422k		1.8k	229.60	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$421k	+30%	4.4k	96.01	View chart
Cisco Systems (CSCO)	0.0	$421k		11k	40.02	View chart
Ishares Tr S&p Mdcp 400 Val (IJJ)	0.0	$420k	NEW	4.7k	89.90	View chart
Broadridge Financial Solutions (BR)	0.0	$416k		2.9k	144.29	View chart
Adobe Systems Incorporated (ADBE)	0.0	$409k		1.5k	275.42	View chart
Ishares Tr Ishs 25+ Yr Tr (GOVZ)	0.0	$407k	-2%	30k	13.42	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$406k		1.00	406000.00	View chart
Ishares Tr Interm Gov Cr (GVI)	0.0	$406k	-4%	4.0k	101.70	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.0	$405k		9.2k	44.06	View chart
Dell Technologies CL C (DELL)	0.0	$399k		12k	34.16	View chart
salesforce (CRM)	0.0	$398k		2.8k	143.68	View chart
Lockheed Martin Corporation (LMT)	0.0	$397k	-2%	1.0k	385.81	View chart
Allstate Corporation (ALL)	0.0	$396k	-4%	3.2k	124.53	View chart
Air Products & Chemicals (APD)	0.0	$387k		1.7k	232.85	View chart
CVS Caremark Corporation (CVS)	0.0	$386k	+7%	4.0k	95.38	View chart
Ishares Tr Core S&p Us Grwth (IUSG)	0.0	$385k		4.8k	80.19	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$378k		15k	24.87	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.0	$371k	+164%	27k	13.55	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$370k	+11%	3.6k	102.78	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$365k		7.9k	46.07	View chart
3M Company (MMM)	0.0	$364k	-9%	3.3k	110.57	View chart
Bce (BCE)	0.0	$356k		8.5k	41.88	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$353k	-48%	2.3k	154.76	View chart
Vanguard Bd Index Fds Short Term Bond (BSV)	0.0	$352k		4.7k	74.83	View chart
Colgate-Palmolive Company (CL)	0.0	$352k		5.0k	70.23	View chart
Arrowhead Pharmaceuticals (ARWR)	0.0	$346k		11k	33.08	View chart
Fastenal Company (FAST)	0.0	$342k		7.4k	46.00	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$340k	+7%	1.7k	197.44	View chart
Ishares Tr Ishs 1-5 Yr Invs (IGSB)	0.0	$339k		6.9k	49.28	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$338k		6.2k	54.27	View chart
Paycom Software (PAYC)	0.0	$337k		1.0k	330.39	View chart
Ishares Tr Core S&p Us Val (IUSV)	0.0	$337k	NEW	5.4k	62.58	View chart
Ishares Tr S&p500 Val (IVE)	0.0	$334k	+18%	2.6k	128.66	View chart
SEI Investments Company (SEIC)	0.0	$334k		6.8k	49.01	View chart
Ishares Tr Msci Us Min Vol (USMV)	0.0	$330k	-28%	5.0k	66.20	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$330k	NEW	2.7k	121.73	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$325k		6.5k	50.08	View chart
Intuit (INTU)	0.0	$323k		834.00	387.29	View chart
Ishares Tr Msci Israel (EIS)	0.0	$318k		5.6k	57.30	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.0	$316k	NEW	5.2k	60.31	View chart
Ishares Tr Global 100 Etf (IOO)	0.0	$314k	+2%	5.3k	59.49	View chart
Starbucks Corporation (SBUX)	0.0	$312k	-9%	3.7k	84.19	View chart
Steris Shs Usd (STE)	0.0	$311k		1.9k	166.40	View chart
Wal-Mart Stores (WMT)	0.0	$311k	+8%	2.4k	129.48	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.0	$306k		3.9k	79.30	View chart
Invesco Exchange Traded Fd Tr Bulshs 2025 Hy (BSJP)	0.0	$305k	-3%	14k	21.78	View chart
Parker-Hannifin Corporation (PH)	0.0	$305k		1.3k	242.64	View chart
Invesco Exchange Traded Fd Tr Bulshs 2023 Hy	0.0	$304k	-4%	13k	22.82	View chart
Invesco Exchange Traded Fd Tr Bulshs 2024 Hy (BSJO)	0.0	$304k		14k	21.61	View chart
At&t (T)	0.0	$303k	+6%	20k	15.32	View chart
Swedish Expt Cr Corp Rog Agri Etn22	0.0	$301k	-8%	33k	9.09	View chart
Invesco Exchange Traded Fd Tr Bulshs 2026 Hy Crp (BSJQ)	0.0	$300k		14k	21.90	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$300k		7.2k	41.39	View chart
Cdw (CDW)	0.0	$299k		1.9k	155.89	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$296k	+3%	1.7k	174.53	View chart
J P Morgan Exchange Traded Us Aggregate Etf (BBAG)	0.0	$294k	-9%	6.5k	45.49	View chart
AFLAC Incorporated (AFL)	0.0	$293k	-3%	5.2k	56.16	View chart
Invesco Exchange Traded Fd Tr Bulshs 2027 Hy Crp (BSJR)	0.0	$291k		14k	20.46	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.0	$291k	NEW	4.3k	67.13	View chart
Spdr Index Shs Fds Msci Acwi Clmte (NZAC)	0.0	$290k	+5%	12k	24.12	View chart
Hershey Company (HSY)	0.0	$289k		1.3k	220.78	View chart
Ishares Tr Msci World Etf (URTH)	0.0	$285k		2.8k	100.07	View chart
Norfolk Southern (NSC)	0.0	$282k		1.3k	209.35	View chart
Cme (CME)	0.0	$280k	-20%	1.6k	177.44	View chart
Northrop Grumman Corporation (NOC)	0.0	$278k		592.00	469.59	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$278k		4.8k	57.59	View chart
IPG Photonics Corporation (IPGP)	0.0	$277k		3.3k	84.48	View chart
J P Morgan Exchange Traded Intl Bd Opp Etf (JPIB)	0.0	$275k		6.2k	44.50	View chart
Ecolab (ECL)	0.0	$275k		1.9k	144.28	View chart
Spdr Index Shs Fds Asia Pacif Etf (GMF)	0.0	$271k	NEW	3.0k	89.50	View chart
EOG Resources (EOG)	0.0	$270k		2.4k	111.66	View chart
Jack Henry & Associates (JKHY)	0.0	$269k		1.5k	182.50	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.0	$267k	+16%	6.6k	40.17	View chart
Charles Schwab Corporation (SCHW)	0.0	$266k		3.7k	71.89	View chart
Ishares Tr Msci Us Qual Fct (QUAL)	0.0	$265k		2.6k	103.84	View chart
Spdr Ser Tr Ssga Gnder Etf (SHE)	0.0	$263k	+6%	3.6k	72.77	View chart
SYSCO Corporation (SYY)	0.0	$261k		3.7k	70.79	View chart
Sono Tek (SOTK)	0.0	$257k		37k	7.01	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$255k	-11%	3.6k	71.23	View chart
Ishares Tr Msci Eurzone Etf (EZU)	0.0	$251k		7.8k	31.98	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$250k	-6%	3.3k	75.53	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.0	$248k	NEW	3.9k	63.28	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$236k	NEW	2.6k	91.54	View chart
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL)	0.0	$234k		15k	15.92	View chart
L3harris Technologies (LHX)	0.0	$231k		1.1k	207.55	View chart
First Tr Exchange-traded Nat Gas Etf (FCG)	0.0	$229k		10k	22.86	View chart
Canadian Natl Ry (CNI)	0.0	$228k		2.1k	108.06	View chart
Netflix (NFLX)	0.0	$226k	NEW	959.00	235.66	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$225k		5.1k	44.43	View chart
General Dynamics Corporation (GD)	0.0	$225k	-3%	1.1k	212.46	View chart
Pacer Fds Tr Us Cash Cow 100 (COWZ)	0.0	$225k	-98%	5.5k	40.93	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.0	$222k		2.7k	82.84	View chart
Carpenter Technology Corporation (CRS)	0.0	$218k	NEW	7.0k	31.14	View chart
Five Below (FIVE)	0.0	$216k	NEW	1.6k	137.84	View chart
Copart (CPRT)	0.0	$216k		2.0k	106.25	View chart
Caterpillar (CAT)	0.0	$215k	+4%	1.3k	164.00	View chart
Boeing Company (BA)	0.0	$214k	-13%	1.8k	120.84	View chart
Sempra Energy (SRE)	0.0	$214k		1.4k	149.86	View chart
State Street Corporation (STT)	0.0	$213k		3.5k	60.93	View chart
Ishares Tr Core Msci Emkt (IEMG)	0.0	$213k		5.0k	43.00	View chart
Ishares Tr Iboxx Hi Yld (HYG)	0.0	$208k		2.9k	71.23	View chart
Spdr Ser Tr Portfolio S&p1500 (SPTM)	0.0	$207k		4.7k	44.07	View chart
Alps Etf Tr Disruptive Tech (DTEC)	0.0	$206k		6.5k	31.53	View chart
Target Corporation (TGT)	0.0	$206k	NEW	1.4k	148.20	View chart
FedEx Corporation (FDX)	0.0	$200k		1.3k	148.37	View chart
Global X Fds Health Well Etf	0.0	$186k		10k	18.18	View chart
Nuveen (NMCO)	0.0	$150k		14k	10.71	View chart
Fidelity Covington Trust Fidelity Growth (FFLG)	0.0	$140k	-2%	11k	12.77	View chart
Chindata Group Hldgs Ads	0.0	$108k		13k	8.04	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.0	$89k	-28%	14k	6.61	View chart
Uranium Energy (UEC)	0.0	$67k	+3%	19k	3.51	View chart
Sandstorm Gold Com New (SAND)	0.0	$52k	NEW	10k	5.20	View chart
Ultrapar Participacoes Sa Sp Adr Rep Com (UGP)	0.0	$50k	-12%	23k	2.20	View chart
Verastem	0.0	$41k		48k	0.85	View chart
Ginkgo Bioworks Holdings Cl A Shs (DNA)	0.0	$34k	+10%	11k	3.09	View chart

Past Filings by Beaumont Financial Partners

SEC 13F filings are viewable for Beaumont Financial Partners going back to 2011

Beaumont Financial Partners 2022 Q3 filed Nov. 14, 2022
Beaumont Financial Partners 2022 Q2 filed Aug. 4, 2022
Beaumont Financial Partners 2022 Q1 filed May 9, 2022
Beaumont Financial Partners 2021 Q4 filed Feb. 7, 2022
Beaumont Financial Partners 2021 Q3 filed Nov. 12, 2021
Beaumont Financial Partners 2021 Q2 filed Aug. 4, 2021
Beaumont Financial Partners 2021 Q1 filed May 4, 2021
Beaumont Financial Partners 2020 Q4 filed Feb. 8, 2021
Beaumont Financial Partners 2020 Q3 filed Nov. 2, 2020
Beaumont Financial Partners 2020 Q2 filed Aug. 5, 2020
Beaumont Financial Partners 2020 Q1 filed May 8, 2020
Beaumont Financial Partners 2019 Q4 filed Feb. 6, 2020
Beaumont Financial Partners 2019 Q3 filed Nov. 6, 2019
Beaumont Financial Partners 2019 Q2 filed Aug. 6, 2019
Beaumont Financial Partners 2019 Q1 filed May 6, 2019
Beaumont Financial Partners 2018 Q4 filed Feb. 7, 2019

View all past filings

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