Beaumont Financial Partners

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

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Positions held by Beaumont Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Beaumont Financial Partners

Companies in the Beaumont Financial Partners portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.7 $56M +13% 154k 364.30
Vanguard Intl Equity Index Tt Wrld St Etf (VT) 3.8 $44M +24% 456k 97.29
Apple (AAPL) 3.4 $40M 331k 122.15
Microsoft Corporation (MSFT) 2.9 $34M +3% 144k 235.77
Ishares Tr Core S&p Mcap Etf (IJH) 2.7 $32M 123k 260.28
Alphabet Cap Stk Cl A (GOOGL) 2.4 $28M 14k 2062.50
Amazon (AMZN) 2.2 $26M +3% 8.2k 3094.05
Johnson & Johnson (JNJ) 2.1 $25M 152k 164.35
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 2.1 $24M +9% 505k 48.21
Wisdomtree Tr Em Ex St-owned (XSOE) 2.1 $24M +96% 598k 40.69
Vanguard Index Fds Value Etf (VTV) 1.9 $23M +402% 172k 131.46
Ishares Tr S7P SCP 600 GRWTH (IJT) 1.9 $23M -37% 176k 128.23
Lowe's Companies (LOW) 1.9 $22M 118k 190.18
McDonald's Corporation (MCD) 1.9 $22M 98k 224.14

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Invesco Actively Managed Etf Total Return (GTO) 1.8 $22M +2610% 388k 56.02
Vanguard Index Fds Growth Etf (VUG) 1.8 $21M -30% 83k 257.04
Berkshire Hathaway Inc Del CL B (BRK.B) 1.8 $21M 82k 255.47
Ishares Tr Core S&p500 Etf (IVV) 1.6 $18M +5% 46k 397.81
Facebook Cl A (FB) 1.5 $18M +14% 62k 294.53
Visa Cl A (V) 1.4 $16M 76k 211.73
Pepsi (PEP) 1.3 $16M +3% 110k 141.45
American Tower Reit (AMT) 1.3 $15M +6% 64k 239.06
First Tr Exchange Traded Dj Internet Idx (FDN) 1.3 $15M -2% 69k 218.07
Paypal Holdings (PYPL) 1.2 $14M +48% 57k 242.84
Sprott Physical Gold & Silver Tr Unit (CEF) 1.2 $14M -24% 791k 17.37
Sony Corp Sponsored Adr (SNE) 1.2 $14M 129k 106.01
Invesco Exchange Traded Fd Tr Ii Treas Colaterl (CLTL) 1.1 $13M NEW 126k 105.68
Abbott Laboratories (ABT) 1.1 $13M 111k 119.84
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.1 $13M +7% 149k 84.72
Merck & Co (MRK) 1.0 $12M +11% 160k 77.09
Walt Disney Company (DIS) 1.0 $12M +22% 64k 184.52
Ishares Tr Core Divd Grw Etf (DGRO) 1.0 $11M +162% 235k 48.27
Danaher Corporation (DHR) 0.9 $11M +2% 48k 225.07
Spdr Ser Tr Blmbg Bc Em Lcl Bd (EBND) 0.9 $11M +2914% 409k 26.02
Spdr Index Shs Fds S&p Glb Ntrl Res (GNR) 0.9 $10M +47% 203k 50.26
Mondelez Intl Cl A (MDLZ) 0.9 $10M +4% 175k 58.53
First Tr Exchange Traded Fd Vi FST TR GLB DN (FTGC) 0.9 $10M NEW 480k 20.94
Fidelity Covington Tr Msci Inf Tech (FTEC) 0.8 $9.2M -15% 87k 105.87
Ishares Tr Msci Usa Min Vol Fct (USMV) 0.8 $9.0M +1027% 130k 69.18
Ishares Tr Core High Divd Etf (HDV) 0.7 $8.5M -3% 90k 94.89
Fidelity Covington Tr Msci Energy Idx (FENY) 0.7 $8.2M NEW 622k 13.25
Select Sector Spdr Tr Industrials (XLI) 0.7 $8.0M -15% 82k 98.45
Fidelity Covington Tr Msci Financl (FNCL) 0.7 $8.0M -17% 164k 48.95
Global X Fds Us Infr Dev Etf (PAVE) 0.7 $8.0M NEW 319k 25.06
Fidelity Covington Tr Msci Materials (FMAT) 0.7 $7.8M -15% 176k 44.25
Fidelity Covington Tr Msci Real Est (FREL) 0.6 $7.6M +419% 277k 27.49
Fidelity Covington Tr Msci Cons Stpls (FSTA) 0.6 $7.6M -14% 182k 41.59
Ishares Tr Select Divid Etf (DVY) 0.6 $7.5M -5% 66k 114.10
Vanguard Index Fds Ext Mrkt Idx (VXF) 0.6 $7.5M -13% 42k 176.90
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.6 $7.4M -16% 116k 64.04
Fidelity Covington Tr Msci Cons Disc (FDIS) 0.6 $7.2M -21% 95k 76.34
Fidelity Covington Tr Msci Comm Srvs (FCOM) 0.6 $7.2M -20% 146k 49.31
Fidelity Covington Tr Msci Healthcare (FHLC) 0.6 $7.1M -19% 121k 58.97
Epr Pptys Com Sh Ben Int (EPR) 0.6 $6.8M NEW 146k 46.59
Nushares Etf Tr Nuveen Enhnc Yld (NUAG) 0.6 $6.6M 269k 24.71
Innovator Etfs Tr Ibd 50 Etf (FFTY) 0.5 $6.1M NEW 139k 43.88
Progressive Corporation (PGR) 0.5 $6.0M +4% 63k 95.60
Invesco Exchange Traded Fd Tr Dynmc Leisure (PEJ) 0.5 $5.8M NEW 126k 45.97
Ishares Tr National Muni Etf (MUB) 0.5 $5.6M +3% 49k 116.06
PerkinElmer (PKI) 0.5 $5.3M NEW 41k 128.28
Oshares Etf Tr Oshares Us Qualt (OUSA) 0.4 $5.1M +277% 129k 39.90
Spdr Index Shs Fds Portfolio Devld Xus (SPDW) 0.4 $4.9M +29% 138k 35.37
Fidelity Covington Tr Ltd Trm Bd Etf (FLTB) 0.4 $4.9M NEW 93k 52.27
Palantir Technologies Cl A (PLTR) 0.4 $4.7M 202k 23.29
Ishares Tr Core Us Aggbd Etf (AGG) 0.4 $4.7M +47% 41k 113.83
Ishares Tr Barclays 7-10 Yr (IEF) 0.4 $4.6M -29% 41k 112.92
Vaneck Vectors Etf Tr Fallen Angel Hy (ANGL) 0.3 $4.1M NEW 129k 31.93
Charter Communications Cl A (CHTR) 0.3 $4.1M +5% 6.6k 617.01
Nextera Energy (NEE) 0.3 $4.0M 52k 75.62
Select Sector Spdr Tr Cons Stpls (XLP) 0.3 $3.7M -2% 55k 68.32
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.3 $3.6M 65k 56.20
TJX Companies (TJX) 0.3 $3.4M 51k 66.16
Brooks Automation (BRKS) 0.3 $3.3M -14% 40k 81.65
Bank of America Corporation (BAC) 0.3 $3.2M -7% 81k 38.69
Ishares Tr Shrt Nat Muni Etf (SUB) 0.3 $3.1M +6% 29k 107.83
Mastercard Incorporated Cl A (MA) 0.3 $3.1M 8.6k 356.02
Invesco Exchange Traded Fd Tr Bulshs 2023 Cb (BSCN) 0.3 $3.0M -62% 138k 21.77
JPMorgan Chase & Co. (JPM) 0.2 $2.9M -2% 19k 152.23
Invesco Exchange Traded Fd Tr Bulshs 2024 Cb (BSCO) 0.2 $2.9M -63% 130k 22.17
Eastern Bankshares (EBC) 0.2 $2.7M -12% 140k 19.29
Bain Cap Specialty Fin (BCSF) 0.2 $2.7M -6% 181k 14.78
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $2.6M -7% 8.3k 319.08
Invesco Exchange Traded Fd Tr Bulshs 2022 Mb (BSMM) 0.2 $2.6M -65% 100k 25.44
Lam Research Corporation (LRCX) 0.2 $2.5M 4.2k 595.22
Home Depot (HD) 0.2 $2.4M +5% 7.8k 305.25
Sprott Physical Gold Tr Unit (PHYS) 0.2 $2.3M -45% 174k 13.41
Invesco Exchange Traded Fd Tr Bulshs 2026 Mb (BSMQ) 0.2 $2.3M -67% 91k 25.71
Invesco Exchange Traded Fd Tr Bulshs 2025 Mb (BSMP) 0.2 $2.3M +82% 90k 25.80
Invesco Exchange Traded Fd Tr Bulshs 2027 Mb (BSMR) 0.2 $2.3M -68% 91k 25.48
Ishares Tr Nasdaq Biotech (IBB) 0.2 $2.3M -2% 15k 150.57
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $2.3M -11% 25k 91.84
Procter & Gamble Company (PG) 0.2 $2.3M -6% 17k 135.40
Honeywell International (HON) 0.2 $2.2M 10k 217.02
Invesco Exchange Traded Fd Tr Bulshs 2021 Mb (BSML) 0.2 $2.0M +87% 81k 25.31
Vanguard Index Fds Large Cap Etf (VV) 0.2 $2.0M +20% 11k 185.28
UnitedHealth (UNH) 0.2 $2.0M +2% 5.4k 371.99
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) 0.2 $2.0M -2% 38k 52.05
Deere & Company (DE) 0.2 $1.9M -15% 5.2k 374.06
Schwab U.s. Large-cap Etf Us Lrg Cap Etf (SCHX) 0.2 $1.9M 20k 96.03
Bristol Myers Squibb (BMY) 0.2 $1.9M 30k 63.12
Select Sector Spdr Tr Financials (XLF) 0.2 $1.9M -6% 55k 34.05
Select Sector Spdr Tr Healthcare (XLV) 0.2 $1.8M -4% 16k 116.77
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.8M -20% 868.00 2069.12
Raytheon Technologies Corp (RTX) 0.1 $1.7M -3% 22k 77.28
Union Pacific Corporation (UNP) 0.1 $1.7M -3% 7.5k 220.46
Eli Lilly & Co. (LLY) 0.1 $1.6M 8.6k 186.84
Wisdomtree Tr China Div Ex Fin (CXSE) 0.1 $1.5M -4% 23k 65.18
Select Sector Spdr Tr Comm Srvcs (XLC) 0.1 $1.5M -6% 21k 73.35
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.5M 3.7k 396.39
Select Sector Spdr Tr Energy (XLE) 0.1 $1.4M NEW 29k 49.07
Select Sector Spdr Tr Technology (XLK) 0.1 $1.4M -37% 11k 132.86
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $1.4M -43% 23k 61.52
Ishares Tr Agency Bond Etf (AGZ) 0.1 $1.4M NEW 14k 98.03
Fidelity Covington Tr Msci Utilities (FUTY) 0.1 $1.4M -9% 33k 41.48
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $1.4M +319% 19k 71.91
Ishares Tr Interm Gov Cr Etf (GVI) 0.1 $1.4M +280% 12k 114.81
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $1.3M -7% 17k 78.75
Ishares Tr 1-3 Yr Treas Bond (SHY) 0.1 $1.3M -22% 15k 86.28
Comcast Corp Cl A (CMCSA) 0.1 $1.3M -4% 24k 54.11
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.3M 2.7k 476.21
American Express Company (AXP) 0.1 $1.3M +7% 9.1k 141.46
Qualcomm (QCOM) 0.1 $1.3M -2% 9.7k 132.55
Fidelity Covington Tr Msci Indl Indx (FIDU) 0.1 $1.3M -8% 24k 52.08
Costco Wholesale Corporation (COST) 0.1 $1.3M -9% 3.6k 352.39
Intel Corporation (INTC) 0.1 $1.3M -26% 20k 64.02
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.2M -4% 12k 108.54
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $1.2M -28% 7.4k 168.02
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $1.2M -86% 31k 39.50
Invesco Exchange Traded Fd Tr Bulshs 2021 Cb (BSCL) 0.1 $1.2M -84% 58k 21.14
Amgen (AMGN) 0.1 $1.2M -22% 3.6k 337.33
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.2M -5% 15k 75.89
Coca-Cola Company (KO) 0.1 $1.1M -12% 22k 52.73
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.1M 4.1k 276.21
Ishares Tr St Corp Bd Etf (IGSB) 0.1 $1.1M +48% 20k 54.68
Texas Instruments Incorporated (TXN) 0.1 $1.1M 5.9k 188.91
Lockheed Martin Corporation (LMT) 0.1 $1.1M 2.9k 369.45
Ishares Tr Gov/cred Bd Etf (GBF) 0.1 $1.0M +58% 8.7k 120.00
Ark Etf Tr Innovation Etf (ARKK) 0.1 $1.0M -91% 8.7k 120.00
NVIDIA Corporation (NVDA) 0.1 $1000k 1.9k 533.90
3M Company (MMM) 0.1 $998k -10% 5.2k 192.78
Pfizer (PFE) 0.1 $977k -20% 27k 36.23
Kimberly-Clark Corporation (KMB) 0.1 $957k -2% 6.9k 139.10
Invesco Exchange Traded Fd Tr Bulshs 2022 Cb (BSCM) 0.1 $953k -56% 44k 21.65
Verizon Communications (VZ) 0.1 $944k -5% 16k 58.16
Exxon Mobil Corporation (XOM) 0.1 $928k -6% 17k 55.81
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD) 0.1 $916k -5% 13k 72.95
Ishares Msci Taiwan Etf (EWT) 0.1 $899k NEW 18k 49.85
International Business Machines (IBM) 0.1 $898k +2% 6.7k 133.25
Ishares Tr Aaa-a Rtd Crp Bd Etf (QLTA) 0.1 $896k 16k 55.42
Dell Technologies CL C (DELL) 0.1 $889k 10k 88.14
At&t (T) 0.1 $882k -6% 29k 30.27
Boeing Company (BA) 0.1 $881k -2% 3.5k 254.85
S&p Global (SPGI) 0.1 $867k +5% 2.5k 353.01
Abbvie (ABBV) 0.1 $863k -5% 8.0k 108.16
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $859k -5% 4.2k 206.64
Becton, Dickinson and (BDX) 0.1 $845k 3.5k 243.03
Thermo Fisher Scientific (TMO) 0.1 $845k -16% 1.9k 456.26
Automatic Data Processing (ADP) 0.1 $836k -15% 4.4k 188.29
Broadcom (AVGO) 0.1 $825k 1.8k 463.48
Adobe Systems Incorporated (ADBE) 0.1 $820k -2% 1.7k 475.36
Spdr Ser Tr Nuveen Barc Munic (TFI) 0.1 $776k +7% 15k 51.64
Ishares Msci Italy Etf (EWI) 0.1 $745k NEW 24k 31.48
BlackRock (BLK) 0.1 $743k 986.00 753.55
Ishares Msci Spain Etf (EWP) 0.1 $742k NEW 27k 27.38
Oracle Corporation (ORCL) 0.1 $735k -15% 11k 70.15
Kraneshares Tr Bosera Msci Ch (KBA) 0.1 $726k 16k 44.27
Wal-Mart Stores (WMT) 0.1 $717k -4% 5.3k 135.92
Arrowhead Pharmaceuticals (ARWR) 0.1 $687k +3% 10k 66.28
Proshares Tr S&p500 Dv Arist (NOBL) 0.1 $682k -2% 7.9k 86.21
Ishares Tr Rus 1000 Grwth Etf (IWF) 0.1 $679k +14% 2.8k 243.19
Chevron Corporation (CVX) 0.1 $665k +2% 6.3k 104.84
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $656k 2.0k 330.31
Ishares Tr S&p500 Growth Etf (IVW) 0.1 $642k -3% 9.9k 65.11
Stryker Corporation (SYK) 0.1 $623k 2.6k 243.74
Spire (SR) 0.1 $612k -52% 8.3k 73.84
salesforce (CRM) 0.1 $606k -5% 2.9k 211.81
Pimco Etf Tr Ehhan Shrt Ma Act (MINT) 0.1 $604k 5.9k 101.86
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $602k -4% 12k 49.11
Spdr Ser Tr S&p Biotech (XBI) 0.1 $591k 4.4k 135.55
Citigroup (C) 0.0 $582k -6% 8.0k 72.72
Paychex (PAYX) 0.0 $572k 5.8k 98.01
Fidelity Covington Tr Ndq Cp Idx Trk (ONEQ) 0.0 $565k -6% 1.1k 513.64
Hasbro (HAS) 0.0 $565k 5.9k 96.17
Southern Company (SO) 0.0 $552k +5% 8.9k 62.16
Eversource Energy (ES) 0.0 $551k -3% 6.4k 86.54
Fidelity Covington Tr Total Bd Etf (FBND) 0.0 $540k NEW 10k 52.38
Air Products & Chemicals (APD) 0.0 $539k 1.9k 281.61
Ishares Tr Rus 1000 Etf (IWB) 0.0 $530k 2.4k 223.63
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $525k +92% 4.4k 118.27
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $520k +90% 2.3k 226.78
Kkr & Co (KKR) 0.0 $508k 10k 48.85
Ark Etf Tr Genomic Rev Etf (ARKG) 0.0 $506k +31% 5.7k 88.71
Roblox Corp Cl A 0.0 $502k NEW 7.8k 64.77
Diageo Spon Adr (DEO) 0.0 $502k 3.1k 164.05
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $498k -94% 8.7k 57.17
Spdr S&p Dividend Etf S&p Divid Etf (SDY) 0.0 $492k 4.2k 118.01
Spdr Portfolio Aggregate Bond Etf Portfolio Agrgte (SPAB) 0.0 $492k +6% 17k 29.64
Tesla Motors (TSLA) 0.0 $486k +74% 727.00 668.50
Schwab U.s. Mid-cap Etf Us Mid-cap Etf (SCHM) 0.0 $486k -10% 6.5k 74.40
Vanguard World Mega Grwth Ind (MGK) 0.0 $478k -7% 2.3k 206.93
Intuit (INTU) 0.0 $472k +10% 1.2k 382.81
Novo-nordisk A S Adr (NVO) 0.0 $471k 7.0k 67.41
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $468k 8.1k 57.97
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $464k 5.6k 82.14
Starbucks Corporation (SBUX) 0.0 $454k 4.2k 109.21
Church & Dwight (CHD) 0.0 $454k 5.2k 87.43
Ishares Tr Core S&p Us Grwth (IUSG) 0.0 $453k 5.0k 90.78
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $448k +24% 3.0k 151.45
Constellation Brands Cl A (STZ) 0.0 $447k -4% 2.0k 228.18
Broadridge Financial Solutions (BR) 0.0 $443k 2.9k 153.23
Invesco Exchange Traded Fd Tr Bulshs 2024 Hy (BSJO) 0.0 $442k -2% 18k 25.00
Invesco Exchange Traded Fd Tr Bulshs 2025 Hy (BSJP) 0.0 $442k -2% 18k 24.57
Vanguard Index Fds Small Cap Etf (VB) 0.0 $441k +25% 2.1k 213.87
Invesco Exchange Traded Fd Tr Bulshs 2022 Hy (BSJM) 0.0 $440k -4% 19k 23.35
Invesco Exchange Traded Fd Tr Bulshs 2026 Hy Crp (BSJQ) 0.0 $440k -2% 17k 25.57
Invesco Exchange Traded Fd Tr Bulshs 2023 Hy (BSJN) 0.0 $439k 17k 25.30
Invesco Exchange Traded Fd Tr Bulshs 2027 (BSJR) 0.0 $436k -2% 17k 25.35
Spdr Ser Tr S&p600 Smcp Val (SLYV) 0.0 $430k NEW 5.3k 81.86
Bce (BCE) 0.0 $423k 9.4k 45.10
Canadian Natl Ry (CNI) 0.0 $419k 3.6k 116.07
Sherwin-Williams Company (SHW) 0.0 $416k +54% 564.00 737.59
Ishares Tr S&p 500 Value Etf (IVE) 0.0 $413k 2.9k 141.39
United Parcel Service CL B (UPS) 0.0 $404k 2.4k 170.11
Gilead Sciences (GILD) 0.0 $403k 6.2k 64.64
Anthem (ANTM) 0.0 $399k 1.1k 359.14
Unilever Spons Adr New (UL) 0.0 $396k -6% 7.1k 55.84
Ishares Tr Msci Eurzone Etf (EZU) 0.0 $390k -11% 8.4k 46.44
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $389k 1.6k 249.84
Cme (CME) 0.0 $387k -16% 1.9k 204.44
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $386k 1.00 386000.00
Allstate Corporation (ALL) 0.0 $385k 3.4k 114.86
Republic Services (RSG) 0.0 $383k 3.9k 99.43
Vanguard World Mega Cap Index (MGC) 0.0 $383k -95% 2.7k 140.04
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $380k NEW 8.7k 43.74
Blackstone Group Com Cl A (BX) 0.0 $379k +47% 5.1k 74.53
Paycom Software (PAYC) 0.0 $377k 1.0k 370.33
Ssga Active Etf Tr Blkstn Gsosrln (SRLN) 0.0 $376k -96% 8.2k 45.70
Spdr Gold Tr Gold Shs (GLD) 0.0 $374k -4% 2.3k 159.76
Fastenal Company (FAST) 0.0 $373k 7.4k 50.28
General Electric Company (GE) 0.0 $367k +7% 28k 13.14
Parker-Hannifin Corporation (PH) 0.0 $359k 1.1k 315.47
Ishares Tr Msci Israel Etf (EIS) 0.0 $358k 5.6k 64.50
Steris Shs Usd (STE) 0.0 $356k 1.9k 190.48
Goldman Sachs (GS) 0.0 $355k +28% 1.1k 326.59
First Tr Exchange Traded No Amer Energy (EMLP) 0.0 $346k -16% 15k 22.81
Netflix (NFLX) 0.0 $345k NEW 662.00 521.15
Graniteshares Etf Tr Bbg Commd K 1 (COMB) 0.0 $343k -94% 14k 24.95
Invesco Exchange Traded Fd Tr Bulshs 2025 Cb (BSCP) 0.0 $343k -94% 16k 22.17
Spdr Ser Tr Ssga Gnder Etf (SHE) 0.0 $343k 3.6k 95.01
Cisco Systems (CSCO) 0.0 $343k 6.6k 51.74
Invesco Exchange Traded Fd Tr Bulshs 2026 Cb (BSCQ) 0.0 $342k -14% 16k 21.33
Ishares Tr Msci World Etf (URTH) 0.0 $337k 2.8k 118.33
Invesco Exchange Traded Fd Tr Bulshs 2021 Hy (BSJL) 0.0 $335k -57% 15k 23.09
Ishares Tr Us Oil Eq&sv Etf (IEZ) 0.0 $331k NEW 25k 13.40
Ishares Tr Asia 50 Etf (AIA) 0.0 $329k +10% 3.6k 92.03
Spdr Ser Tr Comp Software (XSW) 0.0 $329k -53% 2.1k 157.19
Fidelity Covington Tr Qlty Factor (FQAL) 0.0 $327k -45% 7.2k 45.44
Kraneshares Tr Csi Chi Internet (KWEB) 0.0 $326k -6% 4.3k 76.40
John Hancock Exchange Traded Fund Multifactor Enrgy (JHME) 0.0 $324k NEW 17k 18.81
Dominion Resources (D) 0.0 $322k -2% 4.2k 75.87
Spdr Ser Tr Portfolio Shrt (SPSB) 0.0 $322k -19% 10k 31.26
Cdw (CDW) 0.0 $320k 1.9k 165.55
Analog Devices (ADI) 0.0 $319k 2.1k 155.16
Jpmorgan Exchange Traded Fund Intl Bd Opp Etf (JPIB) 0.0 $317k 6.2k 51.29
Spdr Index Shs Fds Low Carbon Etf (LOWC) 0.0 $313k 2.6k 119.47
John Hancock Exchange Traded Fund Multifactor Fi (JHMF) 0.0 $309k -9% 6.6k 47.05
Ecolab (ECL) 0.0 $306k -21% 1.4k 213.99
Nxp Semiconductors N V (NXPI) 0.0 $305k 1.5k 201.59
Fidelity Covington Tr Val Factor (FVAL) 0.0 $305k NEW 6.8k 44.70
Verisign (VRSN) 0.0 $304k 1.5k 198.95
First Tr Exchange Traded Indls Prod Dur (FXR) 0.0 $304k -10% 5.4k 56.61
John Hancock Exchange Traded Fund Mltfactr Matls (JHMA) 0.0 $303k -9% 6.8k 44.57
Five Below (FIVE) 0.0 $301k 1.6k 190.51
Ishares Tr Msci Usa Qlty Fctr (QUAL) 0.0 $299k 2.5k 121.94
Iaa (IAA) 0.0 $298k 5.4k 55.16
Hdfc Bank Sponsored Ads (HDB) 0.0 $298k NEW 3.8k 77.73
Ishares Tr Ibonds Dec21 Etf (IBDM) 0.0 $298k NEW 12k 24.83
John Hancock Exchange Traded Fund Mltfctr Consmr (JHMS) 0.0 $297k -5% 8.8k 33.94
First Tr Exchange Traded Utilities Alph (FXU) 0.0 $296k -6% 9.9k 29.78
Ishares Tr Core 1-5 Yr Usd Bnd (ISTB) 0.0 $294k 5.7k 51.30
John Hancock Exchange Traded Fund Multifactor Co (JHMC) 0.0 $293k -10% 5.9k 50.03
John Hancock Exchange Traded Fund Mltdctr Media (JHCS) 0.0 $289k -8% 7.8k 37.09
Carpenter Technology Corporation (CRS) 0.0 $288k 7.0k 41.14
Caterpillar (CAT) 0.0 $287k 1.2k 231.64
IPG Photonics Corporation (IPGP) 0.0 $286k 1.4k 211.07
Spdr Ser Tr Portfolio Sh Trsy (SPTS) 0.0 $284k -4% 9.3k 30.70
John Hancock Exchange Traded Fund Multifactor Te (JHMT) 0.0 $283k -9% 3.4k 82.22
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $282k -55% 19k 14.80
John Hancock Exchange Traded Fund Multifactor He (JHMH) 0.0 $280k -9% 6.3k 44.43
AFLAC Incorporated (AFL) 0.0 $278k 5.4k 51.14
First Tr Exchange Traded Cloud Comptng (SKYY) 0.0 $273k +9% 2.9k 95.76
Schwab U.s. Broad Market Etf Us Brd Mkt Etf (SCHB) 0.0 $273k 3.0k 90.97
Global X Fds Health Well Etf (BFIT) 0.0 $272k 10k 26.58
Ishares Tr Core Ttl Usd Bd Mkt (IUSB) 0.0 $267k 5.1k 52.73
Emerson Electric (EMR) 0.0 $266k 3.0k 90.08
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $261k -2% 2.0k 130.24
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) 0.0 $256k 16k 16.41
Boston Scientific Corporation (BSX) 0.0 $255k 6.6k 38.66
Vanguard Scottsdale Fds Short Term Cb Idx (VCSH) 0.0 $254k +6% 3.1k 82.57
Invesco Exchange Traded Fd Tr Nasdaq Internt (PNQI) 0.0 $254k 1.1k 230.91
Ishares Tr Flt Rate Bd Etf (FLOT) 0.0 $253k 5.0k 50.82
Iron Mountain (IRM) 0.0 $252k -2% 6.8k 37.04
First Tr Exchange Traded Senior Ln Fd (FTSL) 0.0 $249k -5% 5.2k 47.97
EOG Resources (EOG) 0.0 $248k NEW 3.4k 72.64
Ishares Tr Us Trsry Bd (GOVT) 0.0 $245k -26% 9.4k 26.17
Eastman Chemical Company (EMN) 0.0 $244k 2.2k 110.11
Yum! Brands (YUM) 0.0 $243k -3% 2.2k 108.29
Lauder Estee Cos Cl A (EL) 0.0 $239k NEW 820.00 291.46
Jack Henry & Associates (JKHY) 0.0 $237k 1.6k 151.53
Illinois Tool Works (ITW) 0.0 $236k -4% 1.1k 221.60
Stag Industrial (STAG) 0.0 $235k 7.0k 33.57
Colgate-Palmolive Company (CL) 0.0 $234k 3.0k 78.92
Hp (HPQ) 0.0 $230k -56% 7.2k 31.81
Copart (CPRT) 0.0 $230k 2.1k 108.80
Fiserv (FISV) 0.0 $229k -5% 1.9k 119.15
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $228k -59% 5.9k 38.40
Ishares Tr Expnd Tech Sftware (IGV) 0.0 $223k 653.00 341.50
Aercap Holdings Nv Shs Class A (AER) 0.0 $223k NEW 3.8k 58.76
Vanguard Index Fds Div Apprec Idx (VIG) 0.0 $217k 1.5k 147.02
Charles Schwab Corporation (SCHW) 0.0 $217k NEW 3.3k 65.28
Dbx Etf Tr Xtrcker Msci Us (USSG) 0.0 $216k 5.9k 36.42
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $214k -97% 1.3k 160.66
Vicor Corporation (VICR) 0.0 $213k 2.5k 85.20
Cigna Corp (CI) 0.0 $210k -9% 870.00 241.38
Sprott Physical Silver Tr Tr Unit (PSLV) 0.0 $209k +27% 24k 8.79
Morgan Stanley Com New (MS) 0.0 $207k NEW 2.7k 77.73
Biogen Idec (BIIB) 0.0 $206k NEW 736.00 279.89
Hershey Company (HSY) 0.0 $204k 1.3k 158.51
General Dynamics Corporation (GD) 0.0 $201k NEW 1.1k 181.74
Travelers Companies (TRV) 0.0 $201k NEW 1.3k 150.11
Nuveen (NMCO) 0.0 $196k -70% 14k 14.00
Spdr Ser Tr S&p600 Sm Cap (SLY) 0.0 $179k -42% 1.9k 93.72
Blackberry (BB) 0.0 $86k 10k 8.46
Therapeuticsmd (TXMD) 0.0 $47k 35k 1.34
Alithya Group Cl A Sub Vtg (ALYA) 0.0 $45k 19k 2.42
Verastem (VSTM) 0.0 $44k 18k 2.44
Uranium Energy (UEC) 0.0 $30k NEW 10k 2.88

Past Filings by Beaumont Financial Partners

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

View all past filings