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, LLC 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

Companies in the Beaumont Financial Partners portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.0 $42M +263% 361k 115.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.1 $32M +28% 105k 307.65
Microsoft Corporation (MSFT) 2.9 $30M +2% 144k 210.33
Amazon (AMZN) 2.8 $29M 9.3k 3148.72
Ishares Tr S7P SCP 600 GRWTH (IJT) 2.6 $28M +3% 156k 176.44
Vanguard Index Fds Growth Etf (VUG) 2.5 $27M -6% 116k 227.61
Ishares Tr Core S&p Mcap Etf (IJH) 2.4 $25M 137k 185.31
Johnson & Johnson (JNJ) 2.3 $25M 165k 148.88
McDonald's Corporation (MCD) 2.2 $23M 105k 219.49
Alphabet Cap Stk Cl A (GOOGL) 2.1 $23M +6% 15k 1465.58
Vanguard Intl Equity Index Tt Wrld St Etf (VT) 2.1 $22M NEW 277k 80.64
Lowe's Companies (LOW) 2.1 $22M 132k 165.86
Ishares Tr Core S&p500 Etf (IVV) 2.0 $21M +8% 61k 336.06
Sprott Physical Gold & Silver Tr Unit (CEF) 1.8 $19M +5% 1.0M 18.34

Setup an alert

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

Berkshire Hathaway Inc Del CL B (BRK.B) 1.8 $19M 89k 212.94
Visa Cl A (V) 1.6 $17M 86k 199.97
Pepsi (PEP) 1.6 $17M 119k 138.60
Facebook Cl A (FB) 1.4 $14M 55k 261.89
First Tr Exchange Traded Dj Internet Idx (FDN) 1.4 $14M -13% 76k 188.27
Abbott Laboratories (ABT) 1.2 $13M 120k 108.83
Merck & Co (MRK) 1.2 $12M +3% 150k 82.95
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 1.2 $12M 247k 49.31
Invesco Exchange Traded Fd Tr Bulshs 2021 Cb (BSCL) 1.1 $12M +9% 546k 21.32
Fidelity Covington Tr Msci Inf Tech (FTEC) 1.0 $11M -28% 117k 92.03
Danaher Corporation (DHR) 1.0 $10M 48k 215.34
Invesco Exchange Traded Fd Tr Bulshs 2023 Cb (BSCN) 1.0 $10M +10% 473k 21.79
Mondelez Intl Cl A (MDLZ) 1.0 $10M 178k 57.45
Invesco Exchange Traded Fd Tr Bulshs 2024 Cb (BSCO) 1.0 $10M +12% 454k 22.18
Sony Corp Sponsored Adr (SNE) 0.9 $9.8M +26% 128k 76.75
Invesco Exchange Traded Fd Tr Bulshs 2025 Cb (BSCP) 0.9 $9.6M +13% 431k 22.35
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.9 $9.1M +958% 257k 35.25
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.9 $9.0M +444% 152k 59.36
Fidelity Covington Tr Msci Healthcare (FHLC) 0.9 $9.0M -28% 171k 52.60
Fidelity Covington Tr Msci Cons Stpls (FSTA) 0.9 $9.0M -29% 235k 38.15
Fidelity Covington Tr Msci Cons Disc (FDIS) 0.9 $8.9M -40% 144k 62.10
Select Sector Spdr Tr Industrials (XLI) 0.8 $8.8M +485% 115k 76.99
Fidelity Covington Tr Msci Financl (FNCL) 0.8 $8.7M NEW 258k 33.82
Fidelity Covington Tr Msci Comm Srvs (FCOM) 0.8 $8.7M -29% 227k 38.58
Fidelity Covington Tr Msci Materials (FMAT) 0.8 $8.7M -29% 254k 34.35
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $8.4M -2% 107k 78.96
Ishares Tr Core High Divd Etf (HDV) 0.7 $7.8M -3% 97k 80.48
Sprott Physical Gold Tr Unit (PHYS) 0.7 $7.8M 516k 15.05
Ishares Gold Trust Ishares (IAU) 0.7 $7.7M +35% 430k 17.99
Invesco Exchange Traded Fd Tr Bulshs 2027 Mb (BSMR) 0.7 $7.3M NEW 290k 25.31
Paypal Holdings (PYPL) 0.7 $7.1M +923% 36k 197.04
Ishares Tr Msci Usa Min Vol Fct (USMV) 0.7 $7.1M +17% 112k 63.73
Nushares Etf Tr Nuveen Enhnc Yld (NUAG) 0.7 $7.1M -7% 276k 25.70
Oshares Etf Tr Oshares Us Qualt (OUSA) 0.7 $7.0M -16% 194k 36.26
Invesco Exchange Traded Fd Tr Bulshs 2022 Cb (BSCM) 0.7 $7.0M -33% 319k 21.84
Ishares Tr 1-3 Yr Treas Bond (SHY) 0.7 $7.0M +105% 81k 86.52
Ishares Tr Barclays 7-10 Yr (IEF) 0.6 $6.8M -13% 56k 121.81
Spdr Ser Tr Portfolio Sh Trsy (SPTS) 0.6 $6.7M +478% 217k 30.70
Walt Disney Company (DIS) 0.6 $6.1M 49k 124.08
Vanguard World Mega Cap Index (MGC) 0.6 $6.1M -35% 51k 119.90
Ishares Tr Select Divid Etf (DVY) 0.6 $6.0M +12% 74k 81.54
Ishares Tr Core Divd Grw Etf (DGRO) 0.6 $5.9M +11% 149k 39.79
Honeywell International (HON) 0.5 $5.7M 35k 164.62
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.5 $5.7M -28% 115k 49.57
Ishares Tr National Muni Etf (MUB) 0.5 $5.4M +2% 47k 115.93
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.5 $5.1M -28% 75k 68.06
Charter Communications Cl A (CHTR) 0.5 $5.1M 8.2k 624.34
Ishares Tr Shrt Treas Bd Etf (SHV) 0.5 $5.1M NEW 46k 110.69
Invesco Exchange Traded Fd Tr Bulshs 2026 Cb (BSCQ) 0.5 $5.0M -40% 229k 21.64
American Tower Reit (AMT) 0.5 $4.9M +7% 21k 241.70
Invesco Exchange Traded Fd Tr Bulshs 2022 Mb (BSMM) 0.5 $4.9M NEW 194k 25.41
Invesco Exchange Traded Fd Tr Bulshs 2026 Mb (BSMQ) 0.5 $4.8M NEW 187k 25.51
Invesco Exchange Traded Fd Tr Wilderhil Clan (PBW) 0.4 $4.7M NEW 77k 60.78
Ark Etf Tr Innovation Etf (ARKK) 0.4 $4.6M -44% 50k 92.01
Global X Fds Mill Themc Etf (MILN) 0.4 $4.1M NEW 133k 31.22
Wisdomtree Tr Em Ex St-owned (XSOE) 0.4 $4.0M -23% 120k 33.65
Invesco Exchange Traded Fd Tr Ii Treas Colaterl (CLTL) 0.4 $4.0M NEW 38k 105.72
Spdr Index Shs Fds Portfolio Devld Xus (SPDW) 0.4 $4.0M -24% 136k 29.24
Etf Ser Solutions Defiance Next (FIVG) 0.4 $3.9M NEW 137k 28.48
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.4 $3.8M +5% 68k 56.19
Ssga Active Tr Spdr Dbleln Shrt (STOT) 0.4 $3.7M -19% 75k 49.76
Nextera Energy (NEE) 0.4 $3.7M +255% 13k 277.59
Vanguard Index Fds Value Etf (VTV) 0.3 $3.6M +7% 35k 104.51
Invesco Exchange Traded Fd Tr Bulshs 2020 Cb (BSCK) 0.3 $3.5M -46% 165k 21.22
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $3.5M +29% 56k 62.11
Select Sector Spdr Tr Cons Stpls (XLP) 0.3 $3.3M -14% 52k 64.07
Ishares Tr Core Us Aggbd Etf (AGG) 0.3 $3.1M +18% 26k 118.07
Ishares Tr Shrt Nat Muni Etf (SUB) 0.3 $3.0M 28k 108.09
Procter & Gamble Company (PG) 0.3 $2.8M -2% 20k 138.98
Bain Cap Specialty Fin (BCSF) 0.3 $2.7M -3% 262k 10.20
Ishares Tr Msci Eafe Etf (EFA) 0.3 $2.7M -6% 42k 63.65
Mastercard Incorporated Cl A (MA) 0.2 $2.5M +2% 7.4k 338.14
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $2.5M 8.9k 277.79
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.2 $2.4M 19k 125.52
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $2.3M +5% 6.9k 338.86
Brooks Automation (BRKS) 0.2 $2.2M -14% 47k 46.25
Home Depot (HD) 0.2 $2.1M 7.4k 277.79
Bank of America Corporation (BAC) 0.2 $2.0M 84k 24.09
Ishares Tr Nasdaq Biotech (IBB) 0.2 $2.0M +49% 15k 135.38
Coca-Cola Company (KO) 0.2 $2.0M 40k 49.37
JPMorgan Chase & Co. (JPM) 0.2 $2.0M 21k 96.29
Wisdomtree Tr China Div Ex Fin (CXSE) 0.2 $2.0M -40% 18k 112.39
Bristol Myers Squibb (BMY) 0.2 $1.9M -3% 32k 60.30
Qualcomm (QCOM) 0.2 $1.9M -2% 16k 117.69
UnitedHealth (UNH) 0.2 $1.8M +3% 5.7k 311.82
Intel Corporation (INTC) 0.2 $1.8M -3% 34k 51.77
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) 0.2 $1.7M +148% 40k 43.25
TJX Companies (TJX) 0.2 $1.7M 31k 55.66
Schwab U.s. Large-cap Etf Us Lrg Cap Etf (SCHX) 0.2 $1.7M +3% 21k 80.63
Vanguard Admiral Fds Smll Cap 600 Idx (VIOO) 0.2 $1.6M 13k 129.12
Invesco Exchange Traded Fd Tr Bulshs 2021 Hy (BSJL) 0.2 $1.6M -7% 72k 22.93
Select Sector Spdr Tr Technology (XLK) 0.2 $1.6M -42% 14k 116.56
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $1.5M +110% 9.2k 166.50
Select Sector Spdr Tr Healthcare (XLV) 0.1 $1.5M -27% 14k 105.50
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.5M 4.4k 334.84
Costco Wholesale Corporation (COST) 0.1 $1.4M 4.0k 355.05
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.4M +4% 961.00 1470.34
Lam Research Corporation (LRCX) 0.1 $1.4M -16% 4.3k 331.77
Vanguard Index Fds Large Cap Etf (VV) 0.1 $1.4M 8.9k 156.43
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $1.4M +438% 10k 134.68
Progressive Corporation (PGR) 0.1 $1.3M +35% 14k 94.68
Invesco Exchange Traded Fd Tr Bulshs 2022 Hy (BSJM) 0.1 $1.3M -9% 56k 22.87
Pfizer (PFE) 0.1 $1.3M +2% 35k 36.70
Invesco Exchange Traded Fd Tr Bulshs 2023 Hy (BSJN) 0.1 $1.3M -6% 51k 24.53
Invesco Exchange Traded Fd Tr Bulshs 2024 Hy (BSJO) 0.1 $1.3M -6% 52k 24.10
Select Sector Spdr Tr Financials (XLF) 0.1 $1.3M +239% 52k 24.06
Comcast Corp Cl A (CMCSA) 0.1 $1.3M +4% 27k 46.26
Union Pacific Corporation (UNP) 0.1 $1.3M 6.4k 196.79
Ishares Tr Phlx Smicnd Etf (SOXX) 0.1 $1.2M -41% 4.1k 303.60
Invesco Exchange Traded Fd Tr Bulshs 2025 Hy (BSJP) 0.1 $1.2M -5% 53k 23.50
Eli Lilly & Co. (LLY) 0.1 $1.2M 8.3k 147.99
Deere & Company (DE) 0.1 $1.2M 5.5k 221.61
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.1 $1.2M -78% 51k 23.72
Fidelity Covington Tr Msci Utilities (FUTY) 0.1 $1.2M -88% 31k 37.88
International Business Machines (IBM) 0.1 $1.2M 9.7k 121.67
Raytheon Technologies Corp (RTX) 0.1 $1.2M -66% 20k 57.54
Ishares Tr Global Tech (IXN) 0.1 $1.2M -42% 4.4k 263.03
NVIDIA Corporation (NVDA) 0.1 $1.1M +8% 2.1k 541.22
Ishares Tr Int Cred Bd Etf (IGIB) 0.1 $1.1M NEW 18k 60.81
Fidelity Covington Tr Msci Real Est (FREL) 0.1 $1.1M -89% 47k 23.43
Ishares Tr Brd Usd Inv Gr Cb (USIG) 0.1 $1.1M NEW 18k 60.78
Select Sector Spdr Tr Comm Srvcs (XLC) 0.1 $1.1M -35% 19k 59.27
Lockheed Martin Corporation (LMT) 0.1 $1.1M +93% 2.8k 383.20
Exxon Mobil Corporation (XOM) 0.1 $1.1M -21% 31k 34.34
Texas Instruments Incorporated (TXN) 0.1 $1.0M 7.3k 142.80
Amgen (AMGN) 0.1 $1.0M 4.1k 254.27
Kimberly-Clark Corporation (KMB) 0.1 $1.0M 7.1k 147.64
Verizon Communications (VZ) 0.1 $1.0M -32% 17k 59.48
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.0M NEW 11k 88.19
Fidelity Covington Tr Msci Indl Indx (FIDU) 0.1 $999k -90% 25k 40.15
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD) 0.1 $979k 18k 55.30
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $976k -2% 5.7k 170.39
3M Company (MMM) 0.1 $975k 6.1k 160.12
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $967k -33% 15k 63.78
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $949k -3% 14k 70.25
Ishares Tr Aaa-a Rtd Crp Bd Etf (QLTA) 0.1 $940k 16k 57.86
At&t (T) 0.1 $931k -12% 33k 28.51
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $906k -42% 6.2k 146.63
Abbvie (ABBV) 0.1 $901k +5% 10k 87.60
Ishares Tr Rus 1000 Grwth Etf (IWF) 0.1 $897k -33% 4.1k 216.46
American Express Company (AXP) 0.1 $891k 8.9k 100.30
S&p Global (SPGI) 0.1 $842k -2% 2.3k 360.75
Ishares Tr Interm Gov Cr Etf (GVI) 0.1 $829k 7.0k 117.72
Ishares Msci Cda Etf (EWC) 0.1 $787k NEW 29k 27.39
Ishares Mcsi Italy Etf (EWI) 0.1 $777k NEW 32k 24.40
Ishares Global 100 Etf Etf (IOO) 0.1 $776k NEW 14k 56.26
First Tr Exchange Traded No Amer Energy (EMLP) 0.1 $769k -87% 40k 19.03
Spdr Ser Tr S&p 600 Sml Cap (SLY) 0.1 $760k +88% 13k 60.79
Fidelity Covington Tr Qlty Fctor Etf (FQAL) 0.1 $750k +179% 19k 39.04
Adobe Systems Incorporated (ADBE) 0.1 $742k +2% 1.5k 490.74
Ishares Tr St Corp Bd Etf (IGSB) 0.1 $740k -6% 14k 54.88
Spdr Ser Tr Nuveen Barc Munic (TFI) 0.1 $726k +14% 14k 51.96
Broadcom (AVGO) 0.1 $704k +8% 1.9k 364.20
Boeing Company (BA) 0.1 $701k -32% 4.2k 165.17
Fidelity Covington Tr Vlu Factor Etf (FVAL) 0.1 $696k NEW 20k 35.63
Novo-nordisk A S Adr (NVO) 0.1 $693k 10k 69.39
Dell Technologies CL C (DELL) 0.1 $683k 10k 67.72
Spire (SR) 0.1 $679k NEW 13k 53.18
Ssga Active Etf Tr Blkstn Gsosrln (SRLN) 0.1 $663k NEW 15k 44.69
Oracle Corporation (ORCL) 0.1 $657k +161% 11k 59.73
Kraneshares Tr Bosera Msci Ch (KBA) 0.1 $647k 16k 39.45
Stryker Corporation (SYK) 0.1 $640k 3.1k 208.40
Wal-Mart Stores (WMT) 0.1 $637k -7% 4.6k 139.94
BlackRock (BLK) 0.1 $627k 1.1k 563.34
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $625k NEW 33k 18.80
Pimco Etf Tr Ehhan Shrt Ma Act (MINT) 0.1 $622k 6.1k 101.90
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $617k 43k 14.33
Becton, Dickinson and (BDX) 0.1 $612k -14% 2.6k 232.52
Nuveen (NMCO) 0.1 $596k 47k 12.60
Eversource Energy (ES) 0.1 $572k -11% 6.8k 83.59
Accenture Plc Ireland Shs Class A (ACN) 0.1 $567k -17% 2.5k 225.81
Proshares Tr S&p500 Dv Arist (NOBL) 0.1 $565k +2% 7.8k 72.21
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $564k 2.0k 277.70
Invesco Exchange Traded Fd Tr Bulshs 2027 Cb (BSCR) 0.1 $548k -85% 25k 21.99
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $547k -4% 13k 40.87
Spdr S&p Dividend Etf S&p Divid Etf (SDY) 0.0 $517k 5.6k 92.34
Spdr Gold Tr Gold Shs (GLD) 0.0 $513k +97% 2.9k 177.26
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.0 $510k NEW 5.0k 102.08
Fidelity Covington Tr Ndq Cp Idx Trk (ONEQ) 0.0 $510k 1.2k 434.04
Hasbro (HAS) 0.0 $509k 6.1k 82.78
salesforce (CRM) 0.0 $506k +5% 2.0k 251.49
Invesco Exchange Traded Fd Tr Bulshs 2020 Hy (BSJK) 0.0 $496k -68% 21k 23.35
Ishares Tr S&p500 Growth Etf (IVW) 0.0 $492k -2% 2.1k 230.99
Spdr Ser Tr S&p Biotech (XBI) 0.0 $486k 4.4k 111.42
Spdr Portfolio Aggregate Bond Etf Portfolio Agrgte (SPAB) 0.0 $482k 16k 30.80
Automatic Data Processing (ADP) 0.0 $472k -8% 3.4k 139.40
Paychex (PAYX) 0.0 $467k -2% 5.9k 79.73
Southern Company (SO) 0.0 $456k 8.4k 54.26
Vanguard World Mega Grwth Ind (MGK) 0.0 $454k +11% 2.5k 185.31
JetBlue Airways Corporation (JBLU) 0.0 $441k 39k 11.33
Chevron Corporation (CVX) 0.0 $441k -14% 6.1k 71.92
Arrowhead Pharmaceuticals (ARWR) 0.0 $433k 10k 43.08
Datadog Cl A Com (DDOG) 0.0 $429k NEW 4.2k 102.17
Gilead Sciences (GILD) 0.0 $425k +6% 6.7k 63.25
Schwab U.s. Broad Market Etf Us Brd Mkt Etf (SCHB) 0.0 $422k -97% 5.3k 79.73
Starbucks Corporation (SBUX) 0.0 $416k +3% 4.8k 85.99
Schwab U.s. Mid-cap Etf Us Mid-cap Etf (SCHM) 0.0 $414k -12% 7.5k 55.41
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $411k 8.1k 50.91
Citigroup (C) 0.0 $408k +5% 9.5k 43.13
Spdr Ser Tr Portfolio Shrt (SPSB) 0.0 $404k -3% 13k 31.40
Diageo Spon Adr (DEO) 0.0 $403k 2.9k 137.50
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $400k +13% 1.4k 294.12
Ishares Tr Core S&p Us Grwth (IUSG) 0.0 $399k 5.0k 79.96
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $398k -70% 2.7k 147.19
Ishares Tr Tips Bond Etf (TIP) 0.0 $395k +22% 3.1k 126.56
Air Products & Chemicals (APD) 0.0 $394k -2% 1.3k 298.26
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $393k -14% 4.7k 82.98
Broadridge Financial Solutions (BR) 0.0 $392k 3.0k 131.94
Constellation Brands Cl A (STZ) 0.0 $391k 2.1k 189.53
Cme (CME) 0.0 $385k 2.3k 167.39
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $384k 2.2k 176.31
Bce (BCE) 0.0 $383k -5% 9.2k 41.50
Ishares Tr Msci Eurzone Etf (EZU) 0.0 $374k 9.9k 37.96
United Parcel Service CL B (UPS) 0.0 $369k +11% 2.2k 166.59
Ishares Tr Rus 1000 Etf (IWB) 0.0 $362k 1.9k 187.08
Republic Services (RSG) 0.0 $360k 3.9k 93.46
Kkr & Co (KKR) 0.0 $357k +4% 10k 34.33
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $356k -7% 1.6k 223.06
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.0 $351k NEW 5.1k 68.95
Ishares Tr Msci Kokusai Etf (TOK) 0.0 $350k NEW 4.7k 74.44
Pimco Etf Tr 15+ Yr Us Tip (LTPZ) 0.0 $350k NEW 4.0k 87.35
Hp (HPQ) 0.0 $349k 18k 19.01
John Hancock Exchange Traded Fund Mltfctr Consmr (JHMS) 0.0 $346k -30% 11k 30.70
John Hancock Exchange Traded Fund Multifactor He (JHMH) 0.0 $346k -28% 8.7k 39.94
John Hancock Exchange Traded Fund Multifactor Te (JHMT) 0.0 $346k -30% 5.2k 66.07
First Tr Exchange Traded Utilities Alph (FXU) 0.0 $346k NEW 13k 26.48
First Tr Exchange Traded Indls Prod Dur (FXR) 0.0 $346k NEW 8.4k 40.97
John Hancock Exchange Traded Fund Multifactor Co (JHMC) 0.0 $346k -34% 8.9k 39.00
John Hancock Exchange Traded Fund Multifactor Fi (JHMF) 0.0 $346k NEW 10k 34.15
John Hancock Exchange Traded Fund Mltfactr Matls (JHMA) 0.0 $346k -32% 10k 34.34
John Hancock Exchange Traded Fund Mltdctr Media (JHCS) 0.0 $346k -31% 12k 30.06
Dominion Resources (D) 0.0 $341k -15% 4.3k 78.99
Ishares Tr Gov/cred Bd Etf (GBF) 0.0 $334k -5% 2.7k 125.38
Ishares Tr Agency Bond Etf (AGZ) 0.0 $334k -70% 2.8k 121.23
Steris Shs Usd (STE) 0.0 $333k 1.9k 176.00
Kraneshares Tr Csi Chi Internet (KWEB) 0.0 $331k -3% 4.9k 68.15
Ishares Tr Core Msci Em Etf (IEMG) 0.0 $329k NEW 6.2k 52.80
Ishares Tr S&p 500 Value Etf (IVE) 0.0 $328k 2.9k 112.37
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $320k 1.00 320000.00
Verisign (VRSN) 0.0 $314k -4% 1.5k 204.69
Royal Dutch Shell Apons Adr A (RDS.A) 0.0 $311k -72% 12k 25.16
Jpmorgan Exchange Traded Fund Intl Bd Opp Etf (JPIB) 0.0 $311k 6.2k 50.32
Schwab Short-term U.s. Treasury Etf Sht Tm Us Tres (SCHO) 0.0 $309k -65% 6.0k 51.45
Cisco Systems (CSCO) 0.0 $309k +9% 7.8k 39.38
Fastenal Company (FAST) 0.0 $307k NEW 6.8k 45.13
Allstate Corporation (ALL) 0.0 $302k 3.2k 94.17
Ishares Tr Core 1-5 Yr Usd Bnd (ISTB) 0.0 $299k 5.8k 51.58
Anthem (ANTM) 0.0 $298k -7% 1.1k 268.95
Ishares Tr Msci Israel Etf (EIS) 0.0 $291k 5.6k 52.43
Ishares Tr Msci World Etf (URTH) 0.0 $283k 2.8k 99.37
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) 0.0 $283k +10% 16k 18.14
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $280k +7% 4.7k 59.01
Ecolab (ECL) 0.0 $279k +2% 1.4k 199.71
Iaa (IAA) 0.0 $279k 5.4k 52.15
Spdr Ser Tr Ssga Gnder Etf (SHE) 0.0 $277k 3.6k 76.73
Ishares Tr Core Ttl Usd Bd Mkt (IUSB) 0.0 $275k 5.1k 54.30
IDEXX Laboratories (IDXX) 0.0 $274k +2% 697.00 393.11
First Tr Exchange Traded Senior Ln Fd (FTSL) 0.0 $272k 5.9k 45.97
Northrop Grumman Corporation (NOC) 0.0 $271k -2% 858.00 315.85
Parker-Hannifin Corporation (PH) 0.0 $268k 1.3k 202.11
Nike CL B (NKE) 0.0 $266k NEW 2.1k 125.77
Spdr Index Shs Fds Low Carbon Etf (LOWC) 0.0 $263k 2.6k 100.38
Fidelity Covington Tr Total Bd Etf (FBND) 0.0 $257k -3% 4.7k 54.61
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.0 $253k NEW 5.0k 50.56
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.0 $253k NEW 5.0k 50.44
Sherwin-Williams Company (SHW) 0.0 $253k +3% 363.00 696.97
Ishares Tr Flt Rate Bd Etf (FLOT) 0.0 $252k +24% 5.0k 50.62
Biogen Idec (BIIB) 0.0 $247k NEW 871.00 283.58
Ishares Tr Pfd &incm Sec (PFF) 0.0 $241k 6.6k 36.44
Ishares Tr Ibonds Dec20 Etf (IBDL) 0.0 $240k 9.5k 25.26
Illinois Tool Works (ITW) 0.0 $236k 1.2k 193.13
Infosys Sponsored Adr (INFY) 0.0 $235k 17k 13.81
Thermo Fisher Scientific (TMO) 0.0 $235k -8% 531.00 442.56
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $233k NEW 2.9k 81.21
IPG Photonics Corporation (IPGP) 0.0 $230k 1.4k 169.74
Cdw (CDW) 0.0 $228k 1.9k 119.37
Invesco Exchange Traded Fd Tr Nasdaq Internt (PNQI) 0.0 $227k NEW 1.1k 206.36
Global X Fds Health Well Etf (BFIT) 0.0 $225k 10k 21.99
Ishares Tr 0-5 Yr Hy Crp Bd Etf (SHYG) 0.0 $224k 5.1k 44.02
Copart (CPRT) 0.0 $221k NEW 2.1k 104.94
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $215k 1.8k 118.07
Stag Industrial (STAG) 0.0 $213k 7.0k 30.43
Hewlett Packard Enterprise (HPE) 0.0 $212k 23k 9.35
Ishares Tr Expnd Tech Sftware (IGV) 0.0 $207k NEW 666.00 310.81
General Electric Company (GE) 0.0 $205k -9% 33k 6.22
First Tr Exchange Traded Cloud Comptng (SKYY) 0.0 $204k NEW 2.6k 78.43
Sprott Physical Silver Tr Tr Unit (PSLV) 0.0 $136k NEW 16k 8.28
Ford Motor Company (F) 0.0 $89k 13k 6.64
Alithya Group Cl A Sub Vtg (ALYA) 0.0 $64k 29k 2.24
Therapeuticsmd (TXMD) 0.0 $55k 35k 1.57
Blackberry (BB) 0.0 $46k NEW 10k 4.56
Bristol-myers Squibb Co Contngnt Val Rt Right 99/99/9999 (BMY.R) 0.0 $32k NEW 14k 2.25
Verastem (VSTM) 0.0 $22k 18k 1.22
Bristol-myers Squibb Right 12/30/2030 (CELG.R) 0.0 $6.0k 15k 0.40

Past Filings by Beaumont Financial Partners

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

View all past filings