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, LLC 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 December 2020 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) 4.1 $47M +29% 136k 343.69
Apple (AAPL) 3.9 $44M -9% 327k 133.83
Vanguard Intl Equity Index Tt Wrld St Etf (VT) 3.0 $34M +32% 366k 92.58
Ishares Tr S7P SCP 600 GRWTH (IJT) 2.9 $32M +79% 282k 114.18
Microsoft Corporation (MSFT) 2.8 $31M -2% 139k 222.42
Vanguard Index Fds Growth Etf (VUG) 2.7 $30M +2% 119k 253.34
Ishares Tr Core S&p Mcap Etf (IJH) 2.5 $28M -9% 123k 229.83
Amazon (AMZN) 2.3 $26M -14% 7.9k 3256.89
Alphabet Cap Stk Cl A (GOOGL) 2.1 $24M -11% 14k 1752.65
Johnson & Johnson (JNJ) 2.1 $24M -9% 150k 157.38
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 2.0 $23M +86% 460k 49.28
McDonald's Corporation (MCD) 1.8 $21M -8% 96k 214.58
Sprott Physical Gold & Silver Tr Unit (CEF) 1.8 $20M 1.0M 19.35
Berkshire Hathaway Inc Del CL B (BRK.B) 1.7 $19M -7% 82k 231.87

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Lowe's Companies (LOW) 1.7 $19M -10% 118k 160.51
Visa Cl A (V) 1.5 $17M -12% 76k 218.73
Ishares Tr Core S&p500 Etf (IVV) 1.5 $17M -28% 44k 375.39
Pepsi (PEP) 1.4 $16M -11% 106k 148.30
First Tr Exchange Traded Dj Internet Idx (FDN) 1.3 $15M -7% 70k 212.23
Facebook Cl A (FB) 1.3 $15M -2% 54k 273.17
American Tower Reit (AMT) 1.2 $14M +193% 60k 224.46
Ark Etf Tr Innovation Etf (ARKK) 1.2 $13M +114% 106k 124.49
Sony Corp Sponsored Adr (SNE) 1.1 $13M 127k 101.10
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.1 $12M +1114% 138k 88.19
Abbott Laboratories (ABT) 1.1 $12M -6% 111k 109.49
Wisdomtree Tr Em Ex St-owned (XSOE) 1.1 $12M +153% 304k 39.67
Merck & Co (MRK) 1.0 $12M -3% 144k 81.80
Fidelity Covington Tr Msci Inf Tech (FTEC) 0.9 $11M -12% 102k 104.51
Danaher Corporation (DHR) 0.9 $10M -2% 47k 222.14
Ssga Active Etf Tr Blkstn Gsosrln (SRLN) 0.9 $10M +1415% 225k 45.65
Mondelez Intl Cl A (MDLZ) 0.9 $9.7M -6% 167k 58.47
Walt Disney Company (DIS) 0.8 $9.5M +6% 52k 181.18
Paypal Holdings (PYPL) 0.8 $9.0M +6% 39k 234.19
Ishares Tr Msci Usa Mmentm (MTUM) 0.8 $8.9M +1936% 55k 161.29
Vanguard World Mega Cap Index (MGC) 0.8 $8.8M +29% 66k 133.45
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.8 $8.7M -6% 239k 36.56
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.8 $8.7M -8% 139k 62.70
Fidelity Covington Tr Msci Healthcare (FHLC) 0.8 $8.6M -12% 150k 57.75
Fidelity Covington Tr Msci Cons Stpls (FSTA) 0.8 $8.6M -9% 212k 40.68
Fidelity Covington Tr Msci Cons Disc (FDIS) 0.8 $8.6M -16% 120k 71.50
Select Sector Spdr Tr Industrials (XLI) 0.8 $8.6M -15% 97k 88.54
Fidelity Covington Tr Msci Financl (FNCL) 0.7 $8.4M -22% 199k 42.22
Fidelity Covington Tr Msci Materials (FMAT) 0.7 $8.4M -17% 209k 40.12
Fidelity Covington Tr Msci Comm Srvs (FCOM) 0.7 $8.4M -18% 184k 45.50
Ishares Tr Core High Divd Etf (HDV) 0.7 $8.1M -4% 93k 87.67
Vanguard Index Fds Ext Mrkt Idx (VXF) 0.7 $8.1M NEW 49k 164.67
Invesco Exchange Traded Fd Tr Bulshs 2023 Cb (BSCN) 0.7 $8.1M -22% 369k 21.90
Invesco Exchange Traded Fd Tr Wilderhil Clean (PBW) 0.7 $8.1M 78k 103.39
Invesco Exchange Traded Fd Tr Bulshs 2024 Cb (BSCO) 0.7 $8.0M -20% 359k 22.39
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.7 $7.9M +28% 147k 53.96
Invesco Exchange Traded Fd Tr Bulshs 2021 Cb (BSCL) 0.7 $7.9M -31% 372k 21.21
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.7 $7.5M +32% 100k 75.69
Invesco Exchange Traded Fd Tr Bulshs 2027 Mb (BSMR) 0.7 $7.4M 285k 25.79
Invesco Exchange Traded Fd Tr Bulshs 2022 Mb (BSMM) 0.7 $7.3M +48% 288k 25.46
Invesco Exchange Traded Fd Tr Bulshs 2026 Mb (BSMQ) 0.6 $7.3M +51% 283k 25.88
Nushares Etf Tr Nuveen Enhnc Yld (NUAG) 0.6 $7.0M 274k 25.70
Ishares Tr Barclays 7-10 Yr (IEF) 0.6 $6.9M +3% 57k 119.96
Ishares Tr Select Divid Etf (DVY) 0.6 $6.7M -5% 70k 96.18
Pacer Fds Tr Bnchmrk Infra (SRVR) 0.6 $6.7M NEW 186k 35.85
Invesco Exchange Traded Fd Tr Bulshs 2025 Cb (BSCP) 0.6 $6.5M -33% 286k 22.63
Global X Fds Mill Themc Etf (MILN) 0.6 $6.3M +26% 169k 37.41
Spdr Index Shs Fds S&p Glb Ntrl Res (GNR) 0.5 $6.2M NEW 138k 44.78
Graniteshares Etf Tr Bbg Commd K 1 (COMB) 0.5 $6.0M NEW 255k 23.49
Progressive Corporation (PGR) 0.5 $5.9M +334% 60k 98.88
Ishares Tr National Muni Etf (MUB) 0.5 $5.5M 47k 117.20
Ark Etf Tr Nxt Gen Intrnt Etf (ARKW) 0.4 $5.0M NEW 34k 146.36
Sprott Physical Gold Tr Unit (PHYS) 0.4 $4.8M -38% 319k 15.09
Palantir Technologies Cl A (PLTR) 0.4 $4.7M NEW 201k 23.55
Charter Communications Cl A (CHTR) 0.4 $4.2M -23% 6.3k 661.51
Vanguard Index Fds Value Etf (VTV) 0.4 $4.1M 34k 118.95
Ishares Tr Core Divd Grw Etf (DGRO) 0.4 $4.0M -39% 90k 44.82
Nextera Energy (NEE) 0.4 $4.0M +287% 51k 77.14
Select Sector Spdr Tr Cons Stpls (XLP) 0.3 $3.8M +7% 56k 67.44
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.3 $3.6M -5% 64k 56.73
Spdr Index Shs Fds Portfolio Devld Xus (SPDW) 0.3 $3.6M -21% 107k 33.75
TJX Companies (TJX) 0.3 $3.5M +66% 51k 68.29
Ishares Tr Core Us Aggbd Etf (AGG) 0.3 $3.3M +5% 28k 118.19
Brooks Automation (BRKS) 0.3 $3.2M 47k 67.85
Mastercard Incorporated Cl A (MA) 0.3 $3.1M +17% 8.7k 356.93
Ishares Tr Shrt Nat Muni Etf (SUB) 0.3 $2.9M -2% 27k 108.09
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $2.8M 8.9k 313.69
Bank of America Corporation (BAC) 0.2 $2.7M +4% 88k 30.31
Eastern Bankshares 0.2 $2.6M NEW 160k 16.31
JPMorgan Chase & Co. (JPM) 0.2 $2.5M -4% 20k 127.05
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $2.5M -27% 41k 61.59
Procter & Gamble Company (PG) 0.2 $2.5M -13% 18k 139.15
Ishares Tr Nasdaq Biotech (IBB) 0.2 $2.4M +5% 16k 151.49
Bain Cap Specialty Fin (BCSF) 0.2 $2.4M -26% 194k 12.13
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $2.4M -74% 28k 84.94
Select Sector Spdr Tr Technology (XLK) 0.2 $2.2M +25% 17k 129.97
Invesco Exchange Traded Fd Tr Bulshs 2022 Cb (BSCM) 0.2 $2.2M -68% 101k 21.75
Honeywell International (HON) 0.2 $2.1M -71% 10k 212.73
Lam Research Corporation (LRCX) 0.2 $2.0M 4.2k 472.17
Home Depot (HD) 0.2 $2.0M 7.4k 265.57
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) 0.2 $1.9M -2% 39k 50.10
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.9M +13% 1.1k 1752.29
Bristol Myers Squibb (BMY) 0.2 $1.9M -7% 30k 62.04
Select Sector Spdr Tr Healthcare (XLV) 0.2 $1.8M +15% 16k 113.45
UnitedHealth (UNH) 0.2 $1.8M -7% 5.2k 350.73
Schwab U.s. Large-cap Etf Us Lrg Cap Etf (SCHX) 0.2 $1.8M -5% 20k 90.94
Select Sector Spdr Tr Financials (XLF) 0.2 $1.7M +11% 58k 29.48
Ishares Tr 1-3 Yr Treas Bond (SHY) 0.2 $1.7M -75% 20k 86.40
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $1.7M +67% 10k 160.81
Deere & Company (DE) 0.1 $1.7M +12% 6.1k 269.01
Union Pacific Corporation (UNP) 0.1 $1.6M +22% 7.8k 208.16
Raytheon Technologies Corp (RTX) 0.1 $1.6M +12% 23k 71.49
Wisdomtree Tr China Div Ex Fin (CXSE) 0.1 $1.6M +39% 25k 65.78
Vanguard Index Fds Large Cap Etf (VV) 0.1 $1.6M 9.1k 175.70
Qualcomm (QCOM) 0.1 $1.5M -39% 9.9k 152.32
Costco Wholesale Corporation (COST) 0.1 $1.5M 4.0k 376.85
Select Sector Spdr Tr Comm Srvcs (XLC) 0.1 $1.5M +18% 22k 67.53
Fidelity Covington Tr Msci Utilities (FUTY) 0.1 $1.5M +15% 36k 40.59
Eli Lilly & Co. (LLY) 0.1 $1.5M +4% 8.6k 168.81
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $1.4M 9.1k 159.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.4M -15% 3.7k 373.79
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $1.4M NEW 31k 45.13
Fidelity Covington Tr Msci Real Est (FREL) 0.1 $1.4M +12% 53k 25.39
Coca-Cola Company (KO) 0.1 $1.3M -39% 25k 54.85
Intel Corporation (INTC) 0.1 $1.3M -21% 27k 49.82
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $1.3M +21% 18k 72.41
Comcast Corp Cl A (CMCSA) 0.1 $1.3M -7% 25k 52.39
Oshares Etf Tr Oshares Us Qualt (OUSA) 0.1 $1.3M -82% 34k 38.26
Invesco Exchange Traded Fd Tr Bulshs 2025 Mb (BSMP) 0.1 $1.3M NEW 50k 25.97
Fidelity Covington Tr Msci Indl Indx (FIDU) 0.1 $1.3M +7% 27k 47.02
Pfizer (PFE) 0.1 $1.3M 34k 36.82
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.2M -61% 16k 72.94
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.2M -59% 2.8k 419.85
Spire (SR) 0.1 $1.1M +36% 17k 64.04
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.1M -10% 12k 91.94
Invesco Exchange Traded Fd Tr Bulshs 2021 Mb (BSML) 0.1 $1.1M NEW 43k 25.31
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.1M +63% 4.1k 261.28
Amgen (AMGN) 0.1 $1.1M +13% 4.6k 229.84
Thermo Fisher Scientific (TMO) 0.1 $1.0M +320% 2.2k 465.71
American Express Company (AXP) 0.1 $1.0M -4% 8.5k 120.88
Ishares Tr Global Tech (IXN) 0.1 $1.0M -22% 3.4k 300.09
Lockheed Martin Corporation (LMT) 0.1 $1.0M 2.9k 355.05
3M Company (MMM) 0.1 $1.0M -5% 5.8k 174.86
Verizon Communications (VZ) 0.1 $1.0M 17k 58.76
Pimco Etf Tr 15+ Yr Us Tip (LTPZ) 0.1 $991k +179% 11k 88.60
NVIDIA Corporation (NVDA) 0.1 $982k -11% 1.9k 522.06
Texas Instruments Incorporated (TXN) 0.1 $978k -18% 6.0k 164.12
Kimberly-Clark Corporation (KMB) 0.1 $951k 7.1k 134.86
Ishares Tr Aaa-a Rtd Crp Bd Etf (QLTA) 0.1 $951k 16k 58.54
Automatic Data Processing (ADP) 0.1 $923k +54% 5.2k 176.15
Abbvie (ABBV) 0.1 $903k -18% 8.4k 107.14
At&t (T) 0.1 $899k -4% 31k 28.77
Adobe Systems Incorporated (ADBE) 0.1 $884k +16% 1.8k 500.00
Omni (OMC) 0.1 $881k NEW 14k 62.34
Becton, Dickinson and (BDX) 0.1 $879k +33% 3.5k 250.21
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $857k -23% 4.4k 194.68
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD) 0.1 $849k -25% 13k 64.15
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $843k NEW 16k 53.08
Invesco Actively Managed Etf Total Return (GTO) 0.1 $826k NEW 14k 57.65
International Business Machines (IBM) 0.1 $824k -32% 6.5k 125.94
Oracle Corporation (ORCL) 0.1 $805k +13% 12k 64.69
Wal-Mart Stores (WMT) 0.1 $797k +21% 5.5k 144.10
Ishares Tr Msci Usa Min Vol Fct (USMV) 0.1 $782k -89% 12k 67.91
Invesco Exchange Traded Fd Tr Bulshs 2021 Hy (BSJL) 0.1 $782k -52% 34k 23.11
Broadcom (AVGO) 0.1 $778k -8% 1.8k 438.06
Arrowhead Pharmaceuticals (ARWR) 0.1 $771k 10k 76.72
S&p Global (SPGI) 0.1 $768k 2.3k 328.77
Ishares Tr St Corp Bd Etf (IGSB) 0.1 $762k +2% 14k 55.18
Boeing Company (BA) 0.1 $762k -16% 3.6k 214.04
Kraneshares Tr Bosera Msci Ch (KBA) 0.1 $753k 16k 45.91
Dell Technologies CL C (DELL) 0.1 $739k 10k 73.27
Spdr Ser Tr Nuveen Barc Munic (TFI) 0.1 $733k 14k 52.46
Exxon Mobil Corporation (XOM) 0.1 $733k -42% 18k 41.25
BlackRock (BLK) 0.1 $698k -13% 967.00 721.82
Spdr Ser Tr Comp Software (XSW) 0.1 $689k NEW 4.5k 154.21
Ishares Tr Gov/cred Bd Etf (GBF) 0.1 $689k +105% 5.5k 125.98
salesforce (CRM) 0.1 $673k +50% 3.0k 222.63
Ishares Tr S&p500 Growth Etf (IVW) 0.1 $654k +380% 10k 63.84
Proshares Tr S&p500 Dv Arist (NOBL) 0.1 $651k +4% 8.1k 79.91
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $650k 43k 15.10
Stryker Corporation (SYK) 0.1 $630k -16% 2.6k 244.95
Spdr Ser Tr S&p Biotech (XBI) 0.1 $614k 4.4k 140.73
Pimco Etf Tr Ehhan Shrt Ma Act (MINT) 0.1 $614k 6.0k 102.08
Nuveen (NMCO) 0.1 $613k 47k 12.96
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $604k -4% 13k 47.20
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $600k -3% 2.0k 305.97
Fidelity Covington Tr Ndq Cp Idx Trk (ONEQ) 0.1 $590k 1.2k 502.13
Ishares Tr Rus 1000 Grwth Etf (IWF) 0.1 $588k -41% 2.4k 240.98
Eversource Energy (ES) 0.1 $570k -3% 6.6k 86.53
Ishares Tr Phlx Smicnd Etf (SOXX) 0.1 $567k -63% 1.5k 379.01
Fidelity Covington Tr Qlty Fctor Etf (FQAL) 0.1 $566k -31% 13k 43.05
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $563k +120% 15k 38.60
Hasbro (HAS) 0.0 $550k -4% 5.9k 93.62
Paychex (PAYX) 0.0 $547k 5.9k 93.23
Citigroup (C) 0.0 $530k -9% 8.6k 61.71
Air Products & Chemicals (APD) 0.0 $525k +45% 1.9k 273.30
Chevron Corporation (CVX) 0.0 $523k 6.2k 84.52
Southern Company (SO) 0.0 $517k 8.4k 61.45
Ssga Active Tr Spdr Dbleln Shrt (STOT) 0.0 $513k -86% 10k 49.87
Vanguard World Mega Grwth Ind (MGK) 0.0 $511k +2% 2.5k 203.59
Ishares Tr Rus 1000 Etf (IWB) 0.0 $502k +22% 2.4k 211.81
Schwab U.s. Mid-cap Etf Us Mid-cap Etf (SCHM) 0.0 $496k -2% 7.3k 68.22
Diageo Spon Adr (DEO) 0.0 $494k +6% 3.1k 158.64
Novo-nordisk A S Adr (NVO) 0.0 $488k -30% 7.0k 69.84
Spdr Portfolio Aggregate Bond Etf Portfolio Agrgte (SPAB) 0.0 $482k 16k 30.80
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $465k +18% 5.6k 82.98
Invesco Exchange Traded Fd Tr Bulshs 2022 Hy (BSJM) 0.0 $462k -64% 20k 23.34
Paycom Software (PAYC) 0.0 $460k NEW 1.0k 452.31
Unilever Spons Adr New (UL) 0.0 $459k NEW 7.6k 60.32
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $455k 8.1k 56.36
Invesco Exchange Traded Fd Tr Bulshs 2027 (BSJR) 0.0 $454k NEW 18k 25.63
Starbucks Corporation (SBUX) 0.0 $454k -12% 4.2k 107.05
Invesco Exchange Traded Fd Tr Bulshs 2025 Hy (BSJP) 0.0 $453k -65% 19k 24.48
Church & Dwight (CHD) 0.0 $451k NEW 5.2k 87.20
Constellation Brands Cl A (STZ) 0.0 $451k 2.1k 218.93
Invesco Exchange Traded Fd Tr Bulshs 2026 Ht Crp (BSJQ) 0.0 $451k NEW 18k 25.59
Invesco Exchange Traded Fd Tr Bulshs 2024 Hy (BSJO) 0.0 $450k -65% 18k 24.91
Invesco Exchange Traded Fd Tr Bulshs 2023 Hy (BSJN) 0.0 $449k -65% 18k 25.37
Ishares Tr Core S&p Us Grwth (IUSG) 0.0 $443k 5.0k 88.78
Broadridge Financial Solutions (BR) 0.0 $442k -2% 2.9k 153.05
Spdr S&p Dividend Etf S&p Divid Etf (SDY) 0.0 $442k -25% 4.2k 106.02
Spdr Gold Tr Gold Shs (GLD) 0.0 $439k -14% 2.5k 178.17
Intuit (INTU) 0.0 $425k NEW 1.1k 379.80
Kkr & Co (KKR) 0.0 $421k 10k 40.48
Ishares Tr Msci Eurzone Etf (EZU) 0.0 $417k -4% 9.5k 44.09
Cme (CME) 0.0 $415k 2.3k 182.26
Hp (HPQ) 0.0 $410k -9% 17k 24.62
Invesco Exchange Traded Fd Tr Bulshs 2026 Cb (BSCQ) 0.0 $409k -91% 19k 21.92
Bce (BCE) 0.0 $406k +2% 9.5k 42.78
Ark Etf Tr Genomic Rev Etf (ARKG) 0.0 $405k NEW 4.3k 93.30
Spdr Ser Tr Portfolio Shrt (SPSB) 0.0 $404k 13k 31.40
United Parcel Service CL B (UPS) 0.0 $401k +7% 2.4k 168.28
Canadian Natl Ry (CNI) 0.0 $397k NEW 3.6k 109.97
Ecolab (ECL) 0.0 $396k +30% 1.8k 216.39
Ishares Tr Glb Cns Disc Etf (RXI) 0.0 $391k NEW 2.5k 155.53
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $386k -2% 1.6k 247.91
First Tr Exchange Traded No Amer Energy (EMLP) 0.0 $382k -54% 18k 20.96
Spdr Ser Tr Blmbg Bc Em Lcl Bd (EBND) 0.0 $381k NEW 14k 28.07
Allstate Corporation (ALL) 0.0 $376k +6% 3.4k 109.97
Ishares Tr S&p 500 Value Etf (IVE) 0.0 $374k 2.9k 128.04
Republic Services (RSG) 0.0 $372k 3.9k 96.42
Gilead Sciences (GILD) 0.0 $369k -5% 6.3k 58.28
Fastenal Company (FAST) 0.0 $365k +9% 7.5k 48.89
Ishares Tr Interm Gov Cr Etf (GVI) 0.0 $364k -56% 3.1k 117.53
Anthem (ANTM) 0.0 $358k 1.1k 321.36
Ishares Tr Msci Israel Etf (EIS) 0.0 $356k 5.6k 64.14
Steris Shs Usd (STE) 0.0 $354k 1.9k 189.41
Kraneshares Tr Csi Chi Internet (KWEB) 0.0 $351k -5% 4.6k 76.86
Iaa (IAA) 0.0 $348k 5.4k 65.01
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $348k 1.00 348000.00
Ishares Tr Us Trsry Bd (GOVT) 0.0 $348k NEW 13k 27.25
Nike CL B (NKE) 0.0 $340k +13% 2.4k 141.31
IDEXX Laboratories (IDXX) 0.0 $336k -3% 673.00 499.26
Verisign (VRSN) 0.0 $330k 1.5k 216.39
Dominion Resources (D) 0.0 $326k 4.3k 75.27
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $326k +30% 2.4k 136.69
Spdr Ser Tr Ssga Gnder Etf (SHE) 0.0 $324k 3.6k 89.75
Vanguard Index Fds Small Cap Etf (VB) 0.0 $321k NEW 1.6k 194.90
Jpmorgan Exchange Traded Fund Intl Bd Opp Etf (JPIB) 0.0 $321k 6.2k 51.94
Ishares Tr Msci World Etf (URTH) 0.0 $320k 2.8k 112.36
Ishares Gold Trust Ishares (IAU) 0.0 $317k -95% 18k 18.11
Parker-Hannifin Corporation (PH) 0.0 $311k -14% 1.1k 272.81
Analog Devices (ADI) 0.0 $308k NEW 2.1k 147.79
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $307k -5% 4.5k 68.30
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $303k -73% 4.9k 61.86
IPG Photonics Corporation (IPGP) 0.0 $303k 1.4k 223.62
Ishares Tr Brd Usd Inv Gr Cb (USIG) 0.0 $303k -73% 4.9k 62.04
First Tr Exchange Traded Utilities Alph (FXU) 0.0 $301k -18% 11k 28.38
John Hancock Exchange Traded Fund Multifactor He (JHMH) 0.0 $301k -19% 7.0k 43.22
John Hancock Exchange Traded Fund Multifactor Te (JHMT) 0.0 $301k -26% 3.8k 78.71
First Tr Exchange Traded Indls Prod Dur (FXR) 0.0 $301k -28% 6.0k 50.18
John Hancock Exchange Traded Fund Multifactor Co (JHMC) 0.0 $301k -25% 6.6k 45.84
John Hancock Exchange Traded Fund Mltfctr Consmr (JHMS) 0.0 $301k -17% 9.3k 32.33
John Hancock Exchange Traded Fund Mltfactr Matls (JHMA) 0.0 $301k -25% 7.5k 39.97
John Hancock Exchange Traded Fund Multifactor Fi (JHMF) 0.0 $301k -28% 7.3k 41.49
John Hancock Exchange Traded Fund Mltdctr Media (JHCS) 0.0 $301k -25% 8.5k 35.27
Ishares Tr Core 1-5 Yr Usd Bnd (ISTB) 0.0 $299k 5.8k 51.58
Spdr Index Shs Fds Low Carbon Etf (LOWC) 0.0 $299k 2.6k 114.12
Spdr Ser Tr Portfolio Sh Trsy (SPTS) 0.0 $297k -95% 9.7k 30.72
Tesla Motors (TSLA) 0.0 $294k NEW 416.00 706.73
Cisco Systems (CSCO) 0.0 $291k -17% 6.5k 44.69
Ishares Tr Msci Usa Qlty Fctr (QUAL) 0.0 $285k NEW 2.5k 116.23
Ishares Msci Aust Etf (EWA) 0.0 $285k NEW 12k 23.97
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) 0.0 $285k 16k 18.27
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $283k -79% 2.0k 138.25
Ishares Tr Asia 50 Etf (AIA) 0.0 $281k NEW 3.2k 87.19
General Electric Company (GE) 0.0 $280k -21% 26k 10.81
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $280k -11% 1.2k 232.95
Ishares Tr Core Ttl Usd Bd Mkt (IUSB) 0.0 $276k 5.1k 54.50
Five Below (FIVE) 0.0 $274k NEW 1.6k 174.86
Schwab U.s. Broad Market Etf Us Brd Mkt Etf (SCHB) 0.0 $273k -43% 3.0k 90.97
Copart (CPRT) 0.0 $269k 2.1k 127.37
Sherwin-Williams Company (SHW) 0.0 $268k 364.00 736.26
Spdr Ser Tr S&p 600 Sml Cap (SLY) 0.0 $262k -73% 3.3k 79.42
Global X Fds Health Well Etf (BFIT) 0.0 $262k 10k 25.61
First Tr Exchange Traded Senior Ln Fd (FTSL) 0.0 $260k -7% 5.5k 47.56
Colgate-Palmolive Company (CL) 0.0 $255k NEW 3.0k 85.69
Yum! Brands (YUM) 0.0 $254k NEW 2.3k 108.78
Jack Henry & Associates (JKHY) 0.0 $253k NEW 1.6k 161.76
Vanguard Intl Equity Index Tt Intnl Bd (BNDX) 0.0 $253k NEW 4.3k 58.61
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $252k -19% 2.3k 109.23
Cdw (CDW) 0.0 $252k 1.9k 131.94
Ishares Tr Flt Rate Bd Etf (FLOT) 0.0 $252k 5.0k 50.62
Invesco Exchange Traded Fd Tr Nasdaq Internt (PNQI) 0.0 $251k 1.1k 228.18
First Tr Exchange Traded Cloud Comptng (SKYY) 0.0 $247k 2.6k 94.96
AFLAC Incorporated (AFL) 0.0 $244k NEW 5.5k 44.56
Emerson Electric (EMR) 0.0 $240k NEW 3.0k 80.43
Nxp Semiconductors N V (NXPI) 0.0 $240k NEW 1.5k 158.94
Vanguard Scottsdale Fds Short Term Cb Idx (VCSH) 0.0 $239k NEW 2.9k 83.10
Boston Scientific Corporation (BSX) 0.0 $237k NEW 6.6k 35.97
Vicor Corporation (VICR) 0.0 $231k NEW 2.5k 92.40
Fiserv (FISV) 0.0 $231k NEW 2.0k 113.91
Mettler-Toledo International (MTD) 0.0 $230k NEW 202.00 1138.61
Ishares Tr Expnd Tech Sftware (IGV) 0.0 $227k -3% 641.00 354.13
Illinois Tool Works (ITW) 0.0 $226k -9% 1.1k 203.60
Blackstone Group Com Cl A (BX) 0.0 $224k NEW 3.5k 64.91
Goldman Sachs (GS) 0.0 $223k NEW 846.00 263.59
Caterpillar (CAT) 0.0 $223k NEW 1.2k 181.74
Eastman Chemical Company (EMN) 0.0 $222k NEW 2.2k 100.18
Infosys Sponsored Adr (INFY) 0.0 $219k -24% 13k 16.94
Stag Industrial (STAG) 0.0 $219k 7.0k 31.29
Ansys (ANSS) 0.0 $212k NEW 584.00 363.01
Edwards Lifesciences (EW) 0.0 $212k NEW 2.3k 91.10
Vanguard Index Fds Div Apprec Idx (VIG) 0.0 $208k NEW 1.5k 140.92
Iron Mountain (IRM) 0.0 $206k NEW 7.0k 29.41
Carpenter Technology Corporation (CRS) 0.0 $204k NEW 7.0k 29.14
Bdx Etf Tr Xtrckr Msci Us (USSG) 0.0 $202k NEW 5.9k 34.06
Cigna Corp (CI) 0.0 $200k NEW 959.00 208.55
Hershey Company (HSY) 0.0 $200k NEW 1.3k 152.32
Hewlett Packard Enterprise (HPE) 0.0 $181k -32% 15k 11.88
Sprott Physical Silver Tr Tr Unit (PSLV) 0.0 $174k +13% 19k 9.31
Ford Motor Company (F) 0.0 $118k 13k 8.77
Blackberry (BB) 0.0 $67k 10k 6.64
Therapeuticsmd (TXMD) 0.0 $42k 35k 1.20
Alithya Group Cl A Sub Vtg (ALYA) 0.0 $39k -34% 19k 2.10
Verastem (VSTM) 0.0 $38k 18k 2.11
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $27k NEW 261.00 103.45
Bristol-myers Squibb Co Contngnt Val Rt Right 99/99/9999 (BMY.R) 0.0 $10k +2% 15k 0.68
Bristol-myers Squibb Right 12/30/2030 (CELG.R) 0.0 $5.0k 15k 0.33

Past Filings by Beaumont Financial Partners

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

View all past filings