Beaumont Financial Partners

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Beaumont Financial Partners

Beaumont Financial Partners holds 305 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 0-3 Mnth Treasry (SGOV) 16.2 $180M +6892% 1.8M 100.12
Apple (AAPL) 4.2 $47M -2% 343k 136.72
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.4 $38M -46% 110k 346.88
Microsoft Corporation (MSFT) 3.4 $38M 148k 256.83
Alphabet Cap Stk Cl A (GOOGL) 2.7 $30M 14k 2179.24
Johnson & Johnson (JNJ) 2.4 $26M -5% 148k 177.51
Ishares Tr Core S&p Mcap Etf (IJH) 2.3 $26M 115k 226.23
Ishares Tr Core S&p500 Etf (IVV) 2.3 $26M +37% 68k 379.15
McDonald's Corporation (MCD) 2.1 $23M -2% 93k 246.89
Ishares Tr S&P SCP 600 GRWTH (IJT) 1.9 $21M +20% 201k 105.32
Lowe's Companies (LOW) 1.7 $20M 112k 174.67
Amazon (AMZN) 1.7 $19M +1952% 182k 106.21
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.7 $19M +1527% 328k 58.86
Pepsi (PEP) 1.6 $18M 105k 166.66

Setup an alert

Beaumont Financial Partners will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Spdr Ser Tr Nuveen Barc Munic (TFI) 1.6 $17M +2826% 379k 45.86
Berkshire Hathaway Inc Del CL B (BRK.B) 1.5 $17M -13% 62k 273.02
Vanguard Index Fds Growth Etf (VUG) 1.5 $16M 73k 222.89
American Tower Reit (AMT) 1.4 $16M -2% 62k 255.59
Visa Cl A (V) 1.4 $15M 78k 196.89
Advisors Inner Circle Fd Iii Strategas Macro (SAMT) 1.3 $15M NEW 660k 22.70
Vaneck Vectors Etf Tr Natural Resourc (HAP) 1.3 $14M +3% 311k 45.35
Ishares Tr Core Divd Grw Etf (DGRO) 1.3 $14M 296k 47.64
Pacer Fds Tr Us Cash Cow 100 (COWZ) 1.2 $14M -22% 323k 43.07
First Tr Exchange Traded Fd Vi FST TR GLB DN (FTGC) 1.1 $13M +4% 469k 26.76
Danaher Corporation (DHR) 1.1 $13M 49k 253.52
Sony Corp Sponsored Adr (SONY) 1.1 $12M -3% 149k 81.77
Abbott Laboratories (ABT) 1.1 $12M 108k 108.65
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $12M +5283% 230k 49.92
Vanguard Bd Index Fds Total Bnd Mrk (BND) 0.9 $10M NEW 139k 75.26
Kraneshares Tr Global Carb Stra (KRBN) 0.9 $10M NEW 208k 49.23
World Gold Tr Spdr Gld Minis (GLDM) 0.9 $10M +3% 279k 35.88
Sprott Physical Gold & Silver Tr Unit (CEF) 0.9 $9.8M 585k 16.82
Ishares Tr Core Us Aggbd Etf (AGG) 0.9 $9.7M +139% 95k 101.68
Ishares Tr Core High Divd Etf (HDV) 0.8 $9.4M +16% 93k 100.43
Meta Platforms Cl A (META) 0.8 $9.0M -10% 56k 161.26
Baxter International (BAX) 0.7 $8.2M -8% 128k 64.23
Vaneck Etf Trust Investment Grd (FLTR) 0.7 $8.1M +2% 329k 24.68
Invesco Actively Managed Etf Var Rate Invt (VRIG) 0.7 $8.0M 326k 24.65
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.7 $7.4M NEW 157k 47.26
Ishares Tr Select Divid Etf (DVY) 0.7 $7.3M -2% 62k 117.66
Walt Disney Company (DIS) 0.6 $7.1M -12% 75k 94.39
First Tr Exchange Traded Dj Internet Idx (FDN) 0.6 $7.0M 55k 127.02
NVIDIA Corporation (NVDA) 0.6 $6.2M +14% 41k 151.60
Vanguard Index Fds Value Etf (VTV) 0.6 $6.1M +12% 47k 131.87
PerkinElmer (PKI) 0.5 $5.9M -3% 41k 142.23
Spdr Portfolio Aggregate Bond Etf Portfolio Agrgte (SPAB) 0.5 $5.2M +1408% 197k 26.35
Ishares Tr Short Treas Bd (SHV) 0.4 $4.9M NEW 44k 110.09
Nextera Energy (NEE) 0.4 $4.8M 62k 77.46
Fidelity Covington Tr Msci Energy Idx (FENY) 0.4 $4.7M +48% 240k 19.40
Alpha Architect Etf Tr Freedom 100 Em (FRDM) 0.4 $4.1M +51% 149k 27.56
Generac Holdings (GNRC) 0.4 $4.1M +53% 19k 210.57
Paypal Holdings (PYPL) 0.4 $4.1M -20% 58k 69.84
Nike CL B (NKE) 0.3 $3.9M -14% 38k 102.19
Eqrx (EQRX) 0.3 $3.4M -61% 732k 4.69
Charter Communications Cl A (CHTR) 0.3 $3.2M -7% 6.9k 468.59
Procter & Gamble Company (PG) 0.3 $3.1M 21k 143.80
Home Depot (HD) 0.3 $3.1M 11k 274.29
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $3.1M +26% 8.1k 377.21
Vanguard World Extended Dur (EDV) 0.3 $3.0M -18% 30k 100.14
Jpmorgan Exchange Traded Fund Municipal Etf (JMUB) 0.3 $3.0M NEW 60k 49.90
Brooks Automation (AZTA) 0.3 $2.9M 40k 72.10
Bank of America Corporation (BAC) 0.2 $2.7M 86k 31.13
Eastern Bankshares (EBC) 0.2 $2.6M 143k 18.46
Eli Lilly & Co. (LLY) 0.2 $2.6M -2% 8.0k 324.17
TJX Companies (TJX) 0.2 $2.6M 47k 55.86
Alps Etf Tr Oshares Us Qualt 0.2 $2.4M NEW 59k 40.35
Select Sector Spdr Tr Cons Stpls (XLP) 0.2 $2.4M 33k 72.18
Ishares Tr National Muni Etf (MUB) 0.2 $2.4M -75% 22k 106.35
UnitedHealth (UNH) 0.2 $2.4M 4.6k 513.71
SVB Financial (SIVB) 0.2 $2.3M 5.9k 394.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $2.2M +2% 8.0k 280.30
Costco Wholesale Corporation (COST) 0.2 $2.2M 4.7k 479.25
Invesco Exchange Traded Fd Tr Bulshs 2023 Cb (BSCN) 0.2 $2.2M -7% 103k 20.95
Alphabet Cap Stk Cl C (GOOG) 0.2 $2.2M 984.00 2188.01
Palantir Technologies Cl A (PLTR) 0.2 $2.1M +8% 236k 9.07
JPMorgan Chase & Co. (JPM) 0.2 $2.1M -8% 19k 112.59
Invesco Exchange Traded Fd Tr Bulshs 2024 Cb (BSCO) 0.2 $2.1M -7% 101k 20.74
Dick's Sporting Goods (DKS) 0.2 $2.1M +1114% 27k 75.39
Invesco Exchange Traded Fd Tr Bulshs 2022 Mb (BSMM) 0.2 $2.0M -8% 81k 25.31
Fidelity Covington Tr Msci Inf Tech (FTEC) 0.2 $2.0M -4% 21k 96.45
Merck & Co (MRK) 0.2 $2.0M -3% 22k 91.19
Bristol Myers Squibb (BMY) 0.2 $1.9M -3% 25k 77.01
Tesla Motors (TSLA) 0.2 $1.9M +267% 2.5k 753.57
Honeywell International (HON) 0.2 $1.9M 9.7k 194.80
Spire (SR) 0.2 $1.9M -13% 25k 74.35
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.9M -13% 20k 91.10
Nushares Etf Tr Nuveen Enhnc Yld (NUAG) 0.2 $1.9M -20% 86k 21.53
Coca-Cola Company (KO) 0.2 $1.8M -5% 29k 62.92
Invesco Exchange Traded Fd Tr Bulshs 2025 Mb (BSMP) 0.2 $1.8M -8% 73k 24.53
Invesco Exchange Traded Fd Tr S&p500 Low Vol (SPLV) 0.2 $1.8M NEW 29k 61.99
Invesco Exchange Traded Fd Tr Bulshs 2026 Mb (BSMQ) 0.2 $1.7M -8% 74k 23.64
Invesco Exchange Traded Fd Tr Bulshs 2027 Mb (BSMR) 0.2 $1.7M -8% 74k 23.64
Bain Cap Specialty Fin (BCSF) 0.2 $1.7M -12% 128k 13.61
Schwab U.s. Large-cap Etf Us Lrg Cap Etf (SCHX) 0.2 $1.7M 39k 44.66
Vanguard Index Fds Large Cap Etf (VV) 0.1 $1.7M -13% 9.7k 172.37
Sprott Physical Gold Tr Unit (PHYS) 0.1 $1.7M +3% 118k 14.18
Mastercard Incorporated Cl A (MA) 0.1 $1.6M -4% 5.0k 315.45
Abbvie (ABBV) 0.1 $1.6M 10k 153.21
Exxon Mobil Corporation (XOM) 0.1 $1.6M +10% 18k 85.62
Deere & Company (DE) 0.1 $1.6M 5.2k 299.40
Pfizer (PFE) 0.1 $1.5M -2% 28k 52.44
International Business Machines (IBM) 0.1 $1.5M 11k 141.23
Chevron Corporation (CVX) 0.1 $1.4M +2% 9.9k 144.73
Raytheon Technologies Corp (RTX) 0.1 $1.4M -2% 15k 96.08
Broadcom (AVGO) 0.1 $1.4M 2.9k 485.98
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.4M +9% 15k 92.41
Union Pacific Corporation (UNP) 0.1 $1.3M -5% 6.1k 213.27
Toast Cl A (TOST) 0.1 $1.3M 100k 12.94
Ishares Tr Nasdaq Biotech (IBB) 0.1 $1.2M -23% 11k 117.62
American Express Company (AXP) 0.1 $1.2M -2% 8.8k 138.63
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.2M +3% 2.9k 413.42
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.2M 29k 40.11
Amgen (AMGN) 0.1 $1.2M -6% 4.8k 243.25
Lam Research Corporation (LRCX) 0.1 $1.1M 2.6k 426.20
Qualcomm (QCOM) 0.1 $1.1M 8.6k 127.78
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.1M -89% 5.7k 188.66
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.1M -2% 17k 62.47
Intel Corporation (INTC) 0.1 $1.1M -3% 29k 37.40
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB) 0.1 $1.1M -23% 22k 48.70
Thermo Fisher Scientific (TMO) 0.1 $1.1M -5% 2.0k 543.22
S&p Global (SPGI) 0.1 $1.0M 3.1k 337.25
Vanguard Intl Equity Index Allwrld Ex Us (VEU) 0.1 $1.0M -16% 20k 49.97
Edwards Lifesciences (EW) 0.1 $994k 10k 95.14
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $986k 21k 46.52
Proshares Tr S&p500 Dv Arist (NOBL) 0.1 $961k -2% 11k 85.38
Kimberly-Clark Corporation (KMB) 0.1 $951k 7.0k 135.18
Texas Instruments Incorporated (TXN) 0.1 $944k 6.1k 153.67
Automatic Data Processing (ADP) 0.1 $940k -12% 4.5k 210.10
Comcast Corp Cl A (CMCSA) 0.1 $907k 23k 39.24
Spdr Ser Tr Portfolio Shrt (SPSB) 0.1 $905k +161% 31k 29.72
Enterprise Products Partners (EPD) 0.1 $900k +180% 37k 24.36
Blackstone Group Com Cl A (BX) 0.1 $898k +136% 9.8k 91.21
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD) 0.1 $878k 12k 71.64
Vaneck Vectors Etf Tr Fallen Angel Hy (ANGL) 0.1 $867k -78% 32k 27.02
Novo-nordisk A S Adr (NVO) 0.1 $860k 7.7k 111.44
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $860k -4% 30k 28.67
Stryker Corporation (SYK) 0.1 $839k -4% 4.2k 198.91
Pimco Etf Tr Ehhan Shrt Ma Act (MINT) 0.1 $828k -25% 8.4k 99.05
Accenture Plc Ireland Shs Class A (ACN) 0.1 $818k -12% 2.9k 277.48
Ishares Tr 1-3 Yr Treas Bond (SHY) 0.1 $816k +34% 9.9k 82.83
Invesco Exchange Traded Fd Tr S&p500 Eq Wght (RSP) 0.1 $812k -4% 6.0k 134.30
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $811k 20k 40.82
Oracle Corporation (ORCL) 0.1 $783k -7% 11k 69.82
Vanguard Scottsdale Fds Short Term Cb Idx (VCSH) 0.1 $766k -16% 10k 76.30
Nxp Semiconductors N V (NXPI) 0.1 $762k 5.1k 148.10
Spdr Gold Tr Gold Shs (GLD) 0.1 $747k +83% 4.4k 168.51
Ishares Tr Aaa-a Rtd Crp Bd Etf (QLTA) 0.1 $734k 15k 48.25
Southern Company (SO) 0.1 $733k 10k 71.36
Paychex (PAYX) 0.1 $732k -3% 6.4k 113.84
Select Sector Spdr Tr Healthcare (XLV) 0.1 $717k 5.6k 128.20
Verizon Communications (VZ) 0.1 $712k -7% 14k 50.76
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $695k 2.3k 307.93
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $694k -90% 17k 42.15
Select Sector Spdr Tr Technology (XLK) 0.1 $693k -80% 5.4k 127.18
Graniteshares Etf Tr Bbg Commd K 1 (COMB) 0.1 $666k +7% 22k 30.30
Vanguard Index Fds Div Apprec Idx (VIG) 0.1 $661k 4.6k 143.51
Ishares Tr Rus 1000 Grwth Etf (IWF) 0.1 $652k -2% 3.0k 218.72
Travelers Companies (TRV) 0.1 $652k 3.9k 169.13
Kraneshares Tr Bosera Msci Ch (KBA) 0.1 $636k 16k 38.78
Becton, Dickinson and (BDX) 0.1 $619k 2.5k 246.71
BlackRock (BLK) 0.1 $616k +2% 1.0k 608.70
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $614k -24% 4.2k 144.91
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) 0.1 $613k -29% 15k 41.65
Ishares Tr S&p500 Growth Etf (IVW) 0.1 $589k 9.8k 60.37
Select Sector Spdr Tr Financials (XLF) 0.1 $577k -82% 18k 31.46
United Parcel Service CL B (UPS) 0.1 $567k 3.1k 182.73
Vmware Cl A Com (VMW) 0.1 $561k -4% 4.9k 114.00
Adobe Systems Incorporated (ADBE) 0.0 $546k -15% 1.5k 365.95
Spdr S&p Dividend Etf S&p Divid Etf (SDY) 0.0 $543k +9% 4.6k 118.58
Dell Technologies CL C (DELL) 0.0 $540k 12k 46.23
Anthem (ANTM) 0.0 $531k 1.1k 482.29
Ishares Tr Semicndctr (SOXX) 0.0 $527k +223% 1.5k 349.70
Vanguard World Mega Cap Index (MGC) 0.0 $511k -8% 3.9k 131.94
Vaneck Etf Trust Preferred Securt (PFXF) 0.0 $508k -25% 28k 18.09
Republic Services (RSG) 0.0 $508k 3.9k 130.96
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $505k -94% 8.8k 57.35
Invesco Exchange Traded Fd Tr Bulshs 2022 Cb (BSCM) 0.0 $493k 23k 21.19
Ishares Tr Msci Usa Min Vol Fct (USMV) 0.0 $489k +14% 7.0k 70.17
Ishares Tr Ishares 25+ Yr T (GOVZ) 0.0 $485k NEW 31k 15.66
Kkr & Co (KKR) 0.0 $482k 10k 46.26
Waste Management (WM) 0.0 $476k 3.1k 152.86
Bill Com Holdings Ord (BILL) 0.0 $472k NEW 4.3k 109.90
3M Company (MMM) 0.0 $470k -25% 3.6k 129.37
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $467k NEW 9.2k 50.95
Eversource Energy (ES) 0.0 $466k 5.5k 84.41
Diageo Spon Adr (DEO) 0.0 $456k 2.6k 174.05
Charles River Laboratories (CRL) 0.0 $453k 2.1k 214.08
Lockheed Martin Corporation (LMT) 0.0 $452k 1.1k 429.66
Ishares Tr Core 1-5 Yr Usd Bnd (ISTB) 0.0 $451k 9.5k 47.39
Spdr Ser Tr Portfolio Sh Trsy (SPTS) 0.0 $450k +65% 15k 29.43
salesforce (CRM) 0.0 $450k +5% 2.7k 165.14
Cisco Systems (CSCO) 0.0 $446k 11k 42.63
Ishares Tr Interm Gov Cr Etf (GVI) 0.0 $441k +31% 4.2k 105.63
Constellation Brands Cl A (STZ) 0.0 $428k 1.8k 232.86
Allstate Corporation (ALL) 0.0 $421k -4% 3.3k 126.73
Bce (BCE) 0.0 $418k 8.5k 49.18
Broadridge Financial Solutions (BR) 0.0 $411k -5% 2.9k 142.56
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $409k 1.00 409000.00
Colgate-Palmolive Company (CL) 0.0 $408k -9% 5.1k 80.14
Invesco Exchange Traded Fd Tr Bulshs 2022 Hy (BSJM) 0.0 $405k -10% 18k 22.05
First Tr Exchange Traded Senior Ln Fd (FTSL) 0.0 $405k 9.2k 44.06
Cme (CME) 0.0 $404k 2.0k 204.66
Ishares Tr Core S&p Us Grwth (IUSG) 0.0 $402k 4.8k 83.73
Air Products & Chemicals (APD) 0.0 $400k -14% 1.7k 240.67
Schwab U.s. Mid-cap Etf Us Mid-cap Etf (SCHM) 0.0 $393k 6.3k 62.71
At&t (T) 0.0 $391k +11% 19k 20.98
First Tr Exchange Traded No Amer Energy (EMLP) 0.0 $391k 15k 25.73
Steris Shs Usd (STE) 0.0 $385k 1.9k 205.99
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $382k 7.9k 48.21
Fastenal Company (FAST) 0.0 $371k 7.4k 49.90
Arrowhead Pharmaceuticals (ARWR) 0.0 $368k 11k 35.19
SEI Investments Company (SEIC) 0.0 $368k 6.8k 54.00
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $366k -15% 4.8k 76.75
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $351k 6.2k 56.36
CVS Caremark Corporation (CVS) 0.0 $349k +19% 3.8k 92.55
Ishares Tr St Corp Bd Etf (IGSB) 0.0 $347k -62% 6.9k 50.51
Ishares Tr Barclays 7-10 Yr (IEF) 0.0 $344k -28% 3.4k 102.23
Jpmorgan Exchange Traded Fund Us Aggregate Etf (JAGG) 0.0 $341k NEW 7.1k 48.00
Mccormick & Co Com Non Vtg (MKC) 0.0 $338k 4.1k 83.13
Ishares Tr Shrt Nat Muni Etf (SUB) 0.0 $338k -93% 3.2k 104.81
Swedish Expt Cr Corp Rog Agri Etn22 (RJA) 0.0 $336k +217% 36k 9.33
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.0 $334k -88% 6.5k 51.46
Ishares Tr Rus 1000 Etf (IWB) 0.0 $334k -11% 1.6k 207.84
Ishares Tr Global 100 Etf (IOO) 0.0 $331k -23% 5.2k 64.16
Ishares Tr Msci Israel Etf (EIS) 0.0 $328k 5.6k 59.10
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $322k -90% 4.6k 70.05
Intuit (INTU) 0.0 $322k -22% 835.00 385.63
Invesco Exchange Traded Fd Tr Bulshs 2023 Hy (BSJN) 0.0 $320k -8% 14k 22.92
Fidelity Covington Tr Ndq Cp Idx Trk (ONEQ) 0.0 $317k -27% 7.3k 43.14
Invesco Exchange Traded Fd Tr Bulshs 2025 Hy (BSJP) 0.0 $317k -8% 15k 21.93
SYSCO Corporation (SYY) 0.0 $313k 3.7k 84.80
Select Sector Spdr Tr Energy (XLE) 0.0 $311k 4.4k 71.49
Starbucks Corporation (SBUX) 0.0 $311k 4.1k 76.28
Invesco Exchange Traded Fd Tr Bulshs 2024 Hy (BSJO) 0.0 $309k -8% 14k 21.79
IPG Photonics Corporation (IPGP) 0.0 $309k 3.3k 94.09
Parker-Hannifin Corporation (PH) 0.0 $308k 1.3k 246.20
Invesco Exchange Traded Fd Tr Bulshs 2026 Hy Crp (BSJQ) 0.0 $308k -8% 14k 22.23
FedEx Corporation (FDX) 0.0 $307k 1.4k 227.07
Norfolk Southern (NSC) 0.0 $306k 1.3k 227.17
Ishares Tr Msci World Etf (URTH) 0.0 $304k 2.8k 106.74
Cdw (CDW) 0.0 $303k 1.9k 157.73
Ishares Tr S&p 500 Value Etf (IVE) 0.0 $302k 2.2k 137.52
AFLAC Incorporated (AFL) 0.0 $300k 5.4k 55.29
Vanguard World Mega Grwth Ind (MGK) 0.0 $299k -43% 1.6k 181.65
Spdr Index Shs Fds Msci Acwi Clmte (NZAC) 0.0 $296k +333% 11k 26.08
Invesco Exchange Traded Fd Tr Bulshs 2027 Hy Crp (BSJR) 0.0 $295k -8% 14k 21.14
Ecolab (ECL) 0.0 $293k 1.9k 153.73
Fidelity Covington Tr Msci Hlth Care (FHLC) 0.0 $293k -97% 4.8k 60.70
Spdr Ser Tr S&p Biotech (XBI) 0.0 $286k 3.9k 74.15
Ishares Tr Msci Eurzone Etf (EZU) 0.0 $285k -3% 7.8k 36.31
Paycom Software (PAYC) 0.0 $285k 1.0k 279.69
Ishares Tr Msci Usa Qlty Fctr (QUAL) 0.0 $285k 2.6k 111.68
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $284k -8% 3.5k 80.14
Northrop Grumman Corporation (NOC) 0.0 $282k +2% 590.00 477.97
Hershey Company (HSY) 0.0 $282k 1.3k 215.43
Boeing Company (BA) 0.0 $279k -8% 2.0k 136.76
Invesco Exchange Traded Fd Tr Bulshs 2025 Cb (BSCP) 0.0 $278k 14k 20.45
Jpmorgan Exchange Traded Fund Intl Bd Opp Etf (JPIB) 0.0 $278k 6.2k 44.98
L3harris Technologies (LHX) 0.0 $274k +2% 1.1k 241.41
Invesco Exchange Traded Fd Tr Bulshs 2026 Cb (BSCQ) 0.0 $271k 14k 19.24
Wal-Mart Stores (WMT) 0.0 $270k -2% 2.2k 121.57
Sono Tek (SOTK) 0.0 $268k 37k 7.31
EOG Resources (EOG) 0.0 $266k -17% 2.4k 110.33
Jack Henry & Associates (JKHY) 0.0 $265k 1.5k 179.78
Cigna Corp (CI) 0.0 $261k +3% 990.00 263.64
Spdr Ser Tr Ssga Gnder Etf (SHE) 0.0 $257k +2% 3.4k 76.04
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) 0.0 $255k +10% 15k 17.35
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $251k NEW 2.5k 101.58
Fidelity Covington Tr Msci Cons Stpls (FSTA) 0.0 $247k -92% 5.7k 43.25
Moderna (MRNA) 0.0 $247k -6% 1.7k 142.77
Ishares Core Msci Emkt (IEMG) 0.0 $243k -3% 5.0k 49.06
General Dynamics Corporation (GD) 0.0 $243k 1.1k 221.11
Astrazeneca Sponsored Adr (AZN) 0.0 $243k 3.7k 66.12
Canadian Natl Ry (CNI) 0.0 $237k -27% 2.1k 112.32
Ishares Tr Core Ttl Usd Bd Mkt (IUSB) 0.0 $237k 5.1k 46.80
Select Sector Spdr Tr Industrials (XLI) 0.0 $234k -2% 2.7k 87.31
Charles Schwab Corporation (SCHW) 0.0 $232k +9% 3.7k 63.13
Caterpillar (CAT) 0.0 $225k 1.3k 178.86
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $222k -37% 4.1k 54.51
Copart (CPRT) 0.0 $221k 2.0k 108.44
First Tr Exchange-traded Nat Gas Etf (FCG) 0.0 $218k NEW 10k 21.88
Spdr Ser Tr S&p1500 Comp Stk Mkt (SPTM) 0.0 $218k 4.7k 46.41
Alps Etf Tr Disruptive Tech (DTEC) 0.0 $217k NEW 6.5k 33.21
State Street Corporation (STT) 0.0 $216k 3.5k 61.66
Stag Industrial (STAG) 0.0 $216k 7.0k 30.86
Prologis (PLD) 0.0 $215k 1.8k 117.68
Sempra Energy (SRE) 0.0 $215k 1.4k 150.56
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $215k NEW 2.9k 73.63
Global X Fds Health Well Etf (BFIT) 0.0 $210k 10k 20.52
Dbx Etf Tr Xtrcker Msci Us (USSG) 0.0 $207k 5.9k 34.91
First Tr Exchange Traded Cloud Comptng (SKYY) 0.0 $204k 3.1k 65.79
Advanced Micro Devices (AMD) 0.0 $203k -3% 2.7k 76.40
Dominion Resources (D) 0.0 $203k -15% 2.5k 79.86
Dollar Tree (DLTR) 0.0 $202k 1.3k 155.62
Nuveen (NMCO) 0.0 $171k 14k 12.21
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.0 $157k NEW 10k 15.14
Fidelity Covington Tr Fidelity Growth (FGRO) 0.0 $145k 11k 12.95
Sprott Physical Silver Tr Tr Unit (PSLV) 0.0 $129k -9% 19k 6.90
Chindata Group Hldgs Ads (CD) 0.0 $104k 13k 7.75
Ultrapar Participacoes Sa Sp Adr Rep Com (UGP) 0.0 $61k 26k 2.36
Kingsoft Cloud Hldgs Ads (KC) 0.0 $58k 13k 4.46
Uranium Energy (UEC) 0.0 $57k 18k 3.10
Verastem (VSTM) 0.0 $56k 48k 1.17
Ginkgo Bioworks Holdings Cl A Shs (DNA) 0.0 $24k NEW 10k 2.40
Denison Mines Corp (DNN) 0.0 $10k 10k 1.00

Past Filings by Beaumont Financial Partners

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

View all past filings