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 June 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) 6.4 $84M +39% 214k 393.52
Vanguard Intl Equity Index Tt Wrld St Etf (VT) 5.0 $66M +39% 635k 103.61
Apple (AAPL) 4.0 $52M +15% 381k 136.96
Microsoft Corporation (MSFT) 3.0 $40M +2% 147k 270.91
Alphabet Cap Stk Cl A (GOOGL) 2.6 $34M +2% 14k 2441.79
Ishares Tr Core S&p Mcap Etf (IJH) 2.5 $33M 123k 268.73
Amazon (AMZN) 2.3 $30M +7% 8.8k 3440.28
Ishares Tr Rus 1000 Etf (IWB) 2.1 $27M +4666% 113k 242.08
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 2.1 $27M +10% 560k 48.41
Johnson & Johnson (JNJ) 1.9 $26M 155k 164.73
Invesco Actively Managed Etf Total Return (GTO) 1.9 $25M +12% 439k 57.06
Vanguard Index Fds Growth Etf (VUG) 1.8 $24M 83k 286.81
Berkshire Hathaway Inc Del CL B (BRK.B) 1.8 $24M +3% 85k 277.91
Ishares Tr S7P SCP 600 GRWTH (IJT) 1.8 $23M 175k 132.63

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Lowe's Companies (LOW) 1.7 $23M 117k 193.98
McDonald's Corporation (MCD) 1.7 $23M 98k 230.98
Facebook Cl A (FB) 1.7 $23M +5% 65k 347.77
Ishares Tr Core S&p500 Etf (IVV) 1.5 $20M 47k 429.91
Wisdomtree Tr Em Ex St-owned (XSOE) 1.5 $19M -23% 459k 42.07
Visa Cl A (V) 1.4 $18M +3% 78k 233.83
American Tower Reit (AMT) 1.3 $18M 65k 270.23
Vanguard World Mega Cap Index (MGC) 1.3 $17M +4025% 113k 152.34
Paypal Holdings (PYPL) 1.3 $17M +2% 59k 291.48
Pepsi (PEP) 1.3 $17M 111k 148.16
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.2 $16M +24% 185k 85.89
First Tr Exchange Traded Dj Internet Idx (FDN) 1.2 $16M -6% 64k 244.86
First Tr Exchange Traded Fd Vi FST TR GLB DN (FTGC) 1.1 $15M +31% 631k 23.65
Spdr Index Shs Fds S&p Glb Ntrl Res (GNR) 1.1 $14M +29% 263k 53.00
Sony Corp Sponsored Adr (SONY) 1.0 $14M +8% 140k 97.22
Sprott Physical Gold & Silver Tr Unit (CEF) 1.0 $13M -8% 720k 18.68
Danaher Corporation (DHR) 1.0 $13M +2% 50k 268.47
Abbott Laboratories (ABT) 1.0 $13M +2% 113k 115.98
Ishares Tr Core Divd Grw Etf (DGRO) 1.0 $13M +7% 252k 50.36
Walt Disney Company (DIS) 1.0 $13M +10% 71k 175.73
Spdr Ser Tr Blmbg Bc Em Lcl Bd (EBND) 0.9 $12M +14% 470k 26.43
Merck & Co (MRK) 0.9 $12M 159k 77.76
Mondelez Intl Cl A (MDLZ) 0.8 $11M 175k 62.44
Ark Etf Tr Innovation Etf (ARKK) 0.8 $11M +847% 82k 130.77
Vanguard Index Fds Ext Mrkt Idx (VXF) 0.8 $11M +32% 56k 188.59
Vaneck Vectors Etf Tr Semiconductor Etf (SMH) 0.8 $11M NEW 40k 262.24
Ishares Tr Msci Usa Min Vol Fct (USMV) 0.8 $11M +10% 143k 73.61
Epr Pptys Com Sh Ben Int (EPR) 0.7 $9.0M +17% 171k 52.68
Pacer Fds Tr Bnchmrk Infra (SRVR) 0.7 $8.6M NEW 213k 40.34
Ishares Tr Core High Divd Etf (HDV) 0.6 $8.5M -2% 88k 96.53
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.6 $8.3M NEW 96k 86.03
Global X Fds Us Infr Dev Etf (PAVE) 0.6 $8.0M -2% 311k 25.75
Invesco Exchange Traded Fd Tr Dwa Healthcare (PTH) 0.6 $7.9M NEW 47k 166.30
Ishares Tr Select Divid Etf (DVY) 0.6 $7.8M 67k 116.60
Vaneck Vectors Etf Tr Gaming Etf (BJK) 0.6 $7.4M NEW 139k 53.12
PerkinElmer (PKI) 0.5 $6.9M +7% 45k 154.42
Progressive Corporation (PGR) 0.5 $6.3M 64k 98.20
Ishares Tr National Muni Etf (MUB) 0.4 $5.8M 50k 117.21
Palantir Technologies Cl A (PLTR) 0.4 $5.3M 202k 26.36
Vanguard Index Fds Value Etf (VTV) 0.4 $5.2M -77% 38k 137.47
Vaneck Vectors Etf Tr Fallen Angel Hy (ANGL) 0.4 $4.9M +14% 148k 32.90
Charter Communications Cl A (CHTR) 0.4 $4.8M 6.7k 721.40
Ishares Tr Barclays 7-10 Yr (IEF) 0.4 $4.7M 41k 115.50
Fidelity Covington Tr Msci Inf Tech (FTEC) 0.4 $4.7M -54% 40k 117.79
Nextera Energy (NEE) 0.3 $4.0M +4% 55k 73.28
Brooks Automation (BRKS) 0.3 $3.8M 40k 95.28
Ishares Tr Core Us Aggbd Etf (AGG) 0.3 $3.6M -23% 31k 115.36
Select Sector Spdr Tr Cons Stpls (XLP) 0.3 $3.5M -8% 50k 69.97
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.3 $3.5M -5% 61k 56.78
Bank of America Corporation (BAC) 0.3 $3.4M 83k 41.22
Mastercard Incorporated Cl A (MA) 0.3 $3.4M +7% 9.3k 365.48
TJX Companies (TJX) 0.3 $3.4M 50k 67.38
Ishares Tr Shrt Nat Muni Etf (SUB) 0.2 $3.2M +2% 30k 107.82
Oshares Etf Tr Oshares Us Qualt (OUSA) 0.2 $3.2M -40% 76k 42.01
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $3.1M +4% 8.7k 354.47
JPMorgan Chase & Co. (JPM) 0.2 $3.0M 20k 155.55
Procter & Gamble Company (PG) 0.2 $3.0M +32% 22k 134.94
Nushares Etf Tr Nuveen Enhnc Yld (NUAG) 0.2 $3.0M -55% 120k 24.94
Alphabet Cap Stk Cl C (GOOG) 0.2 $3.0M +35% 1.2k 2507.21
Invesco Exchange Traded Fd Tr Bulshs 2023 Cb (BSCN) 0.2 $2.9M 136k 21.73
Eastern Bankshares (EBC) 0.2 $2.9M 141k 20.57
Invesco Exchange Traded Fd Tr Bulshs 2024 Cb (BSCO) 0.2 $2.8M -2% 127k 22.19
NVIDIA Corporation (NVDA) 0.2 $2.8M +85% 3.5k 800.00
Lam Research Corporation (LRCX) 0.2 $2.8M 4.2k 650.82
Bain Cap Specialty Fin (BCSF) 0.2 $2.7M -2% 177k 15.30
Home Depot (HD) 0.2 $2.6M +4% 8.2k 318.84
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $2.5M 25k 101.77
Invesco Exchange Traded Fd Tr Bulshs 2022 Mb (BSMM) 0.2 $2.5M -2% 98k 25.41
Ishares Tr Nasdaq Biotech (IBB) 0.2 $2.5M 15k 163.63
Fidelity Covington Tr Msci Healthcare (FHLC) 0.2 $2.4M -69% 37k 63.73
Fidelity Covington Tr Msci Cons Stpls (FSTA) 0.2 $2.4M -69% 55k 42.60
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $2.3M -68% 36k 63.22
Vanguard Index Fds Large Cap Etf (VV) 0.2 $2.3M +4% 12k 200.73
Fidelity Covington Tr Msci Cons Disc (FDIS) 0.2 $2.3M -70% 28k 81.06
Select Sector Spdr Tr Industrials (XLI) 0.2 $2.3M -72% 22k 102.38
Invesco Exchange Traded Fd Tr Bulshs 2027 Mb (BSMR) 0.2 $2.3M -2% 88k 25.91
Invesco Exchange Traded Fd Tr Bulshs 2026 Mb (BSMQ) 0.2 $2.3M -3% 88k 25.99
Invesco Exchange Traded Fd Tr Bulshs 2025 Mb (BSMP) 0.2 $2.3M -2% 88k 25.99
UnitedHealth (UNH) 0.2 $2.2M +4% 5.6k 400.43
Honeywell International (HON) 0.2 $2.2M 10k 218.96
Fidelity Covington Tr Msci Real Est (FREL) 0.2 $2.2M -74% 71k 30.43
Fidelity Covington Tr Msci Financl (FNCL) 0.2 $2.1M -75% 40k 52.33
Fidelity Covington Tr Msci Comm Srvs (FCOM) 0.2 $2.1M -73% 38k 54.50
Fidelity Covington Tr Msci Energy Idx (FENY) 0.2 $2.1M -77% 141k 14.74
Sprott Physical Gold Tr Unit (PHYS) 0.2 $2.1M -15% 147k 14.03
Fidelity Covington Tr Msci Materials (FMAT) 0.2 $2.1M -74% 45k 46.20
Eli Lilly & Co. (LLY) 0.2 $2.1M +3% 9.0k 229.47
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) 0.2 $2.0M 38k 54.32
Schwab U.s. Large-cap Etf Us Lrg Cap Etf (SCHX) 0.2 $2.0M 20k 103.97
Invesco Exchange Traded Fd Tr Bulshs 2021 Mb (BSML) 0.2 $2.0M 81k 25.27
Bristol Myers Squibb (BMY) 0.2 $2.0M 30k 66.80
Deere & Company (DE) 0.1 $1.9M +3% 5.4k 352.73
Raytheon Technologies Corp (RTX) 0.1 $1.8M 22k 85.27
Spdr Index Shs Fds Portfolio Devld Xus (SPDW) 0.1 $1.7M -65% 47k 36.79
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.7M +7% 4.0k 428.03
Select Sector Spdr Tr Healthcare (XLV) 0.1 $1.7M -13% 13k 125.99
Select Sector Spdr Tr Financials (XLF) 0.1 $1.7M -16% 46k 36.69
Union Pacific Corporation (UNP) 0.1 $1.7M 7.6k 219.61
American Express Company (AXP) 0.1 $1.6M +8% 9.8k 165.19
International Business Machines (IBM) 0.1 $1.5M +55% 11k 146.59
Costco Wholesale Corporation (COST) 0.1 $1.5M +7% 3.9k 395.71
Fidelity Covington Tr Ltd Trm Bd Etf (FLTB) 0.1 $1.5M -69% 29k 52.34
Comcast Corp Cl A (CMCSA) 0.1 $1.4M +5% 25k 57.03
Qualcomm (QCOM) 0.1 $1.4M 9.8k 142.90
Coca-Cola Company (KO) 0.1 $1.4M +17% 25k 54.10
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.3M +3% 12k 112.99
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.3M +8% 17k 78.85
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.3M -5% 2.6k 490.86
Select Sector Spdr Tr Comm Srvcs (XLC) 0.1 $1.3M -24% 16k 80.96
Intel Corporation (INTC) 0.1 $1.2M +11% 22k 56.16
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.2M 4.1k 295.36
Select Sector Spdr Tr Technology (XLK) 0.1 $1.2M -24% 8.1k 147.54
Amgen (AMGN) 0.1 $1.2M +35% 4.9k 243.62
Ishares Tr St Corp Bd Etf (IGSB) 0.1 $1.2M +4% 21k 54.82
Texas Instruments Incorporated (TXN) 0.1 $1.2M +2% 6.1k 192.31
Invesco Exchange Traded Fd Tr Bulshs 2021 Cb (BSCL) 0.1 $1.2M -5% 55k 21.10
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $1.2M -16% 26k 44.31
Select Sector Spdr Tr Energy (XLE) 0.1 $1.1M -27% 21k 53.87
Fidelity Covington Tr Msci Utilities (FUTY) 0.1 $1.1M -18% 27k 41.04
Lockheed Martin Corporation (LMT) 0.1 $1.1M 2.8k 378.46
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $1.1M -24% 13k 82.29
Exxon Mobil Corporation (XOM) 0.1 $1.0M 17k 63.09
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $1.0M +122% 6.6k 158.52
Pfizer (PFE) 0.1 $1.0M 27k 39.17
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $1.0M -25% 14k 74.12
3M Company (MMM) 0.1 $1.0M 5.2k 198.69
Dell Technologies CL C (DELL) 0.1 $1.0M 10k 99.69
Adobe Systems Incorporated (ADBE) 0.1 $1.0M 1.7k 587.26
S&p Global (SPGI) 0.1 $1.0M 2.5k 410.32
Thermo Fisher Scientific (TMO) 0.1 $1.0M +7% 2.0k 506.52
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD) 0.1 $1.0M +5% 13k 75.62
Abbvie (ABBV) 0.1 $988k +9% 8.8k 112.64
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $986k -25% 5.5k 178.56
Fidelity Covington Tr Msci Indl Indx (FIDU) 0.1 $984k -25% 18k 54.19
Invesco Exchange Traded Fd Tr Bulshs 2022 Cb (BSCM) 0.1 $945k 44k 21.58
Kimberly-Clark Corporation (KMB) 0.1 $937k 7.0k 133.76
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $926k 4.2k 222.76
Ishares Tr Eafe Val (EFV) 0.1 $924k NEW 18k 51.75
Ishares Tr Aaa-a Rtd Crp Bd Etf (QLTA) 0.1 $919k 16k 56.85
Verizon Communications (VZ) 0.1 $916k 16k 56.02
Ishares Tr Msci Pac Ex Japan (EPP) 0.1 $913k NEW 18k 51.69
Automatic Data Processing (ADP) 0.1 $880k 4.4k 198.20
BlackRock (BLK) 0.1 $863k 986.00 875.25
Broadcom (AVGO) 0.1 $862k 1.8k 477.03
Arrowhead Pharmaceuticals (ARWR) 0.1 $859k 10k 82.85
Becton, Dickinson and (BDX) 0.1 $851k 3.5k 244.26
Oracle Corporation (ORCL) 0.1 $828k 11k 77.88
Boeing Company (BA) 0.1 $820k 3.4k 239.63
At&t (T) 0.1 $809k -3% 28k 28.77
Charles River Laboratories (CRL) 0.1 $787k NEW 2.1k 369.83
Kraneshares Tr Bosera Msci Ch (KBA) 0.1 $785k 16k 47.87
Wal-Mart Stores (WMT) 0.1 $773k +3% 5.5k 141.11
Roblox Corp Cl A (RBLX) 0.1 $769k +10% 8.5k 89.97
Spdr Ser Tr Nuveen Barc Munic (TFI) 0.1 $767k 15k 52.08
Ishares Tr Rus 1000 Grwth Etf (IWF) 0.1 $765k 2.8k 271.37
Ishares Tr Agency Bond Etf (AGZ) 0.1 $720k -56% 6.1k 118.36
Ishares Tr S&p500 Growth Etf (IVW) 0.1 $717k 9.9k 72.72
Proshares Tr S&p500 Dv Arist (NOBL) 0.1 $717k 7.9k 90.63
Chevron Corporation (CVX) 0.1 $717k +7% 6.8k 104.76
salesforce (CRM) 0.1 $690k 2.8k 244.42
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $685k 2.0k 344.91
Stryker Corporation (SYK) 0.1 $664k 2.6k 259.78
Ishares Tr Fin Srvcs (IYG) 0.1 $661k NEW 3.6k 185.10
Spdr Ser Tr S&p Bk Etf (KBE) 0.1 $661k NEW 13k 51.28
Intuit (INTU) 0.0 $641k +6% 1.3k 490.44
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $638k -54% 10k 61.44
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.0 $628k 12k 51.49
Paychex (PAYX) 0.0 $626k 5.8k 107.25
Kkr & Co (KKR) 0.0 $617k 10k 59.21
Diageo Spon Adr (DEO) 0.0 $615k +4% 3.2k 191.71
Fidelity Covington Tr Ndq Cp Idx Trk (ONEQ) 0.0 $610k +884% 11k 56.31
Southern Company (SO) 0.0 $595k +10% 9.8k 60.46
Spdr Ser Tr S&p Biotech (XBI) 0.0 $593k 4.4k 135.33
Vanguard World Mega Grwth Ind (MGK) 0.0 $591k +10% 2.6k 231.31
Netflix (NFLX) 0.0 $589k +68% 1.1k 527.78
Spire (SR) 0.0 $585k -2% 8.1k 72.33
Novo-nordisk A S Adr (NVO) 0.0 $585k 7.0k 83.73
SEI Investments Company (SEIC) 0.0 $585k NEW 9.4k 62.09
Vanguard Index Fds Small Cap Etf (VB) 0.0 $583k +25% 2.6k 225.44
Blackstone Group Com Cl A (BX) 0.0 $581k +17% 6.0k 97.09
Ishares Tr 1-3 Yr Treas Bond (SHY) 0.0 $577k -56% 6.7k 86.15
Air Products & Chemicals (APD) 0.0 $564k +2% 2.0k 287.90
Fidelity Covington Tr Val Factor (FVAL) 0.0 $552k +75% 12k 46.10
Edwards Lifesciences (EW) 0.0 $551k NEW 5.3k 103.51
Ark Etf Tr Genomic Rev Etf (ARKG) 0.0 $550k +4% 5.9k 92.58
United Parcel Service CL B (UPS) 0.0 $549k +11% 2.6k 208.03
Citigroup (C) 0.0 $546k -3% 7.7k 70.71
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $533k 4.4k 120.07
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $521k 8.1k 64.54
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $520k 2.3k 226.78
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $520k 8.7k 59.69
Spdr S&p Dividend Etf S&p Divid Etf (SDY) 0.0 $510k 4.2k 122.33
Fidelity Covington Tr Total Bd Etf (FBND) 0.0 $508k -7% 9.5k 53.38
Ishares Tr Core S&p Us Grwth (IUSG) 0.0 $504k 5.0k 101.00
Moderna (MRNA) 0.0 $500k NEW 2.1k 234.85
Spdr Portfolio Aggregate Bond Etf Portfolio Agrgte (SPAB) 0.0 $498k 17k 30.00
Pimco Etf Tr Ehhan Shrt Ma Act (MINT) 0.0 $494k -18% 4.8k 102.02
Constellation Brands Cl A (STZ) 0.0 $491k +7% 2.1k 233.92
Eversource Energy (ES) 0.0 $491k -3% 6.1k 80.27
Hasbro (HAS) 0.0 $489k -11% 5.2k 94.49
Schwab U.s. Mid-cap Etf Us Mid-cap Etf (SCHM) 0.0 $489k -4% 6.2k 78.28
Allstate Corporation (ALL) 0.0 $485k +10% 3.7k 130.45
Fidelity Covington Tr Qlty Factor (FQAL) 0.0 $479k +42% 10k 46.62
Graniteshares Etf Tr Bbg Commd K 1 (COMB) 0.0 $468k +19% 17k 28.39
Broadridge Financial Solutions (BR) 0.0 $467k 2.9k 161.54
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $466k 5.7k 82.20
Spdr Ser Tr Comp Software (XSW) 0.0 $463k +37% 2.9k 160.99
Sherwin-Williams Company (SHW) 0.0 $461k +200% 1.7k 272.46
Starbucks Corporation (SBUX) 0.0 $456k 4.1k 111.71
Tesla Motors (TSLA) 0.0 $453k -8% 666.00 680.18
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $453k +103% 2.7k 167.04
Novocure Ord Shs (NVCR) 0.0 $444k NEW 2.0k 222.00
Goldman Sachs (GS) 0.0 $443k +7% 1.2k 379.61
Ishares Tr Msci Uk (EWU) 0.0 $437k NEW 13k 32.74
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $435k +300% 6.2k 69.85
Ishares Tr S&p 500 Value Etf (IVE) 0.0 $431k 2.9k 147.55
Waste Management (WM) 0.0 $430k NEW 3.1k 140.07
Unilever Spons Adr New (UL) 0.0 $429k +2% 7.3k 58.99
Gilead Sciences (GILD) 0.0 $429k 6.2k 68.81
Church & Dwight (CHD) 0.0 $428k -2% 5.0k 84.87
Invesco Exchange Traded Fd Tr Bulshs 2027 (BSJR) 0.0 $426k -3% 17k 25.63
Invesco Exchange Traded Fd Tr Bulshs 2026 Hy Crp (BSJQ) 0.0 $426k -4% 17k 25.84
Invesco Exchange Traded Fd Tr Bulshs 2024 Hy (BSJO) 0.0 $425k -4% 17k 25.15
Invesco Exchange Traded Fd Tr Bulshs 2023 Hy (BSJN) 0.0 $425k -3% 17k 25.47
Invesco Exchange Traded Fd Tr Bulshs 2025 Hy (BSJP) 0.0 $424k -4% 17k 24.69
Republic Services (RSG) 0.0 $424k 3.9k 110.07
Invesco Exchange Traded Fd Tr Bulshs 2022 Hy (BSJM) 0.0 $423k -3% 18k 23.34
Spdr Gold Tr Gold Shs (GLD) 0.0 $420k +8% 2.5k 165.29
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $419k 1.00 419000.00
Bce (BCE) 0.0 $419k -9% 8.5k 49.29
Ishares Tr Msci Eurzone Etf (EZU) 0.0 $414k 8.4k 49.30
Cme (CME) 0.0 $413k +2% 1.9k 212.56
Cisco Systems (CSCO) 0.0 $411k +16% 7.8k 53.02
Anthem (ANTM) 0.0 $407k -4% 1.1k 381.80
First Tr Exchange Traded No Amer Energy (EMLP) 0.0 $392k +5% 16k 24.47
Spdr Ser Tr S&p600 Sm Cap (SLY) 0.0 $390k +113% 4.1k 95.80
Vanguard Intl Equity Index Allwrld Ex Us (VEU) 0.0 $387k NEW 6.1k 63.40
Steris Shs Usd (STE) 0.0 $386k 1.9k 206.53
Fastenal Company (FAST) 0.0 $386k 7.4k 52.04
Ishares Tr Msci Israel Etf (EIS) 0.0 $386k 5.6k 69.55
Canadian Natl Ry (CNI) 0.0 $383k 3.6k 106.09
Ssga Active Etf Tr Blkstn Gsosrln (SRLN) 0.0 $382k 8.3k 46.24
General Electric Company (GE) 0.0 $381k 28k 13.45
Paycom Software (PAYC) 0.0 $376k 1.0k 369.71
Ishares Tr Interm Gov Cr Etf (GVI) 0.0 $367k -73% 3.2k 115.66
Spdr Ser Tr Ssga Gnder Etf (SHE) 0.0 $367k 3.6k 101.66
John Hancock Exchange Traded Fund Multifactor Enrgy (JHME) 0.0 $365k +11% 19k 19.04
Altria (MO) 0.0 $362k NEW 7.6k 47.73
Ishares Tr Msci World Etf (URTH) 0.0 $360k 2.8k 126.40
Analog Devices (ADI) 0.0 $355k 2.1k 171.25
Parker-Hannifin Corporation (PH) 0.0 $351k 1.1k 307.62
John Hancock Exchange Traded Fund Multifactor Fi (JHMF) 0.0 $350k +12% 7.4k 47.32
Verisign (VRSN) 0.0 $348k 1.5k 227.75
Advanced Micro Devices (AMD) 0.0 $346k NEW 3.7k 94.02
Invesco Exchange Traded Fd Tr Bulshs 2026 Cb (BSCQ) 0.0 $345k 16k 21.50
John Hancock Exchange Traded Fund Mltfactr Matls (JHMA) 0.0 $345k +13% 7.7k 44.73
First Tr Exchange Traded Indls Prod Dur (FXR) 0.0 $345k +12% 6.1k 56.87
Invesco Exchange Traded Fd Tr Bulshs 2025 Cb (BSCP) 0.0 $345k 16k 22.29
John Hancock Exchange Traded Fund Mltfctr Consmr (JHMS) 0.0 $338k +13% 10k 33.94
Cdw (CDW) 0.0 $337k 1.9k 174.79
First Tr Exchange Traded Utilities Alph (FXU) 0.0 $337k +13% 11k 29.75
Invesco Exchange Traded Fd Tr Bulshs 2021 Hy (BSJL) 0.0 $334k 15k 23.02
Spdr Index Shs Fds Low Carbon Etf (LOWC) 0.0 $333k 2.6k 127.10
John Hancock Exchange Traded Fund Multifactor Co (JHMC) 0.0 $333k +12% 6.6k 50.33
John Hancock Exchange Traded Fund Mltdctr Media (JHCS) 0.0 $329k +13% 8.8k 37.32
Ishares Tr Msci Usa Qlty Fctr (QUAL) 0.0 $326k 2.5k 132.95
John Hancock Exchange Traded Fund Multifactor Te (JHMT) 0.0 $322k +12% 3.9k 83.08
Spdr Ser Tr Portfolio Shrt (SPSB) 0.0 $322k 10k 31.26
John Hancock Exchange Traded Fund Multifactor He (JHMH) 0.0 $320k +13% 7.1k 44.84
Jpmorgan Exchange Traded Fund Intl Bd Opp Etf (JPIB) 0.0 $318k 6.2k 51.46
Nxp Semiconductors N V (NXPI) 0.0 $313k 1.5k 205.92
Global X Fds Health Well Etf (BFIT) 0.0 $312k 10k 30.49
Five Below (FIVE) 0.0 $303k 1.6k 193.36
First Tr Exchange Traded Cloud Comptng (SKYY) 0.0 $302k 2.9k 105.93
Ishares Tr Ibonds Dec21 Etf (IBDM) 0.0 $297k 12k 24.75
AFLAC Incorporated (AFL) 0.0 $292k 5.4k 53.72
Iaa (IAA) 0.0 $292k 5.4k 54.58
Biogen Idec (BIIB) 0.0 $291k +14% 841.00 346.02
Dominion Resources (D) 0.0 $290k -7% 3.9k 73.49
Kraneshares Tr Csi Chi Internet (KWEB) 0.0 $290k -2% 4.2k 69.76
Ishares Tr Core 1-5 Yr Usd Bnd (ISTB) 0.0 $287k -2% 5.6k 51.28
IPG Photonics Corporation (IPGP) 0.0 $286k 1.4k 211.07
Ecolab (ECL) 0.0 $284k -3% 1.4k 206.55
Emerson Electric (EMR) 0.0 $284k 3.0k 96.17
Spdr Ser Tr Portfolio Sh Trsy (SPTS) 0.0 $283k 9.3k 30.59
Invesco Exchange Traded Fd Tr Nasdaq Internt (PNQI) 0.0 $282k 1.1k 256.36
Carpenter Technology Corporation (CRS) 0.0 $282k 7.0k 40.29
Vanguard Index Fds Div Apprec Idx (VIG) 0.0 $281k +22% 1.8k 154.82
EOG Resources (EOG) 0.0 $281k 3.4k 82.31
Hdfc Bank Sponsored Ads (HDB) 0.0 $280k 3.8k 73.03
Copart (CPRT) 0.0 $279k 2.1k 131.98
Boston Scientific Corporation (BSX) 0.0 $279k 6.5k 42.78
Caterpillar (CAT) 0.0 $272k 1.2k 217.77
Ishares Tr Core Ttl Usd Bd Mkt (IUSB) 0.0 $271k 5.1k 53.52
Iron Mountain (IRM) 0.0 $269k -6% 6.4k 42.26
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $269k 2.0k 134.23
Alexander's (ALX) 0.0 $268k NEW 999.00 268.27
Cigna Corp (CI) 0.0 $267k +29% 1.1k 237.12
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) 0.0 $265k 16k 16.99
Stag Industrial (STAG) 0.0 $262k 7.0k 37.43
Lauder Estee Cos Cl A (EL) 0.0 $261k 820.00 318.29
Zoetis Cl A (ZTS) 0.0 $259k NEW 1.4k 186.73
Yum! Brands (YUM) 0.0 $258k 2.2k 114.97
Jack Henry & Associates (JKHY) 0.0 $258k 1.6k 164.96
Roper Industries (ROP) 0.0 $257k NEW 548.00 468.98
Ishares Tr Expnd Tech Sftware (IGV) 0.0 $255k 653.00 390.51
Eastman Chemical Company (EMN) 0.0 $254k 2.2k 116.73
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.0 $252k NEW 8.2k 30.67
Spdr Ser Tr S&p Cap Mkts (KCE) 0.0 $252k NEW 2.7k 94.10
Ishares Tr Msci Acwi (ACWI) 0.0 $252k NEW 2.5k 101.25
Wisdomtree Tr Blmbg Us Bull (USDU) 0.0 $252k NEW 9.9k 25.44
Ishares Tr Short Treas Bd (SHV) 0.0 $252k NEW 2.3k 110.57
Vanguard Scottsdale Fds Short Term Cb Idx (VCSH) 0.0 $250k 3.0k 82.62
First Tr Exchange Traded Senior Ln Fd (FTSL) 0.0 $249k 5.2k 47.97
Ishares Tr Us Trsry Bd (GOVT) 0.0 $249k 9.4k 26.59
Charles Schwab Corporation (SCHW) 0.0 $246k 3.4k 72.91
Fiserv (FISV) 0.0 $244k +18% 2.3k 106.78
Colgate-Palmolive Company (CL) 0.0 $244k 3.0k 81.47
CVS Caremark Corporation (CVS) 0.0 $241k NEW 2.9k 84.41
Illinois Tool Works (ITW) 0.0 $238k 1.1k 223.47
Ishares Tr Global Finls Etf (IXG) 0.0 $237k NEW 3.1k 77.53
Spdr Ser Tr S&p Retail Etf (XRT) 0.0 $237k NEW 2.4k 97.13
Dbx Etf Tr Xtrcker Msci Us (USSG) 0.0 $234k 5.9k 39.46
First Tr Exchange Traded Nas Clnedg Green (QCLN) 0.0 $234k NEW 3.4k 69.11
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $234k 5.9k 39.41
Sprott Physical Silver Tr Tr Unit (PSLV) 0.0 $231k +4% 25k 9.29
Twilio Cl A (TWLO) 0.0 $228k NEW 578.00 394.46
Dick's Sporting Goods (DKS) 0.0 $226k NEW 2.3k 100.18
Hershey Company (HSY) 0.0 $224k 1.3k 174.05
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $222k NEW 935.00 237.43
Applied Materials (AMAT) 0.0 $220k NEW 1.5k 142.30
Target Corporation (TGT) 0.0 $219k NEW 905.00 241.99
Hp (HPQ) 0.0 $218k 7.2k 30.15
Nuveen (NMCO) 0.0 $216k 14k 15.43
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $214k -28% 14k 15.72
Prologis (PLD) 0.0 $214k NEW 1.8k 119.35
General Dynamics Corporation (GD) 0.0 $213k +2% 1.1k 188.66
Ishares Tr Flt Rate Bd Etf (FLOT) 0.0 $212k -16% 4.2k 50.74
Ishares Tr Semicndctr (SOXX) 0.0 $212k NEW 466.00 454.94
Vicor Corporation (VICR) 0.0 $211k -20% 2.0k 105.50
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $210k NEW 3.3k 63.06
Laboratory Corp. of America Holdings (LH) 0.0 $210k NEW 762.00 275.59
Ansys (ANSS) 0.0 $203k NEW 586.00 346.42
Travelers Companies (TRV) 0.0 $203k 1.4k 149.59
Crown Castle Intl (CCI) 0.0 $203k NEW 1.0k 195.57
Morgan Stanley Com New (MS) 0.0 $201k -17% 2.2k 91.86
Blackberry (BB) 0.0 $123k 10k 12.19
Verastem (VSTM) 0.0 $114k +55% 28k 4.07
Alithya Group Cl A Sub Vtg (ALYA) 0.0 $52k 19k 2.79
Uranium Energy (UEC) 0.0 $41k +48% 15k 2.66
Therapeuticsmd (TXMD) 0.0 $12k -71% 10k 1.20

Past Filings by Beaumont Financial Partners

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

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