Beaumont Financial Partners, LLC 13F Holdings

CIK 0001352764 · WELLESLEY HILLS, MA

As of Sep 30, 2022, Beaumont Financial Partners, LLC reported 302 positions worth .0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES 0-3 MONTH TREASURY BOND ETFSGOV—1,740,775 74.5K17.19%
APPLE INCAAPLTechnology343,018$47.4K4.67%
IMGP DBI MANAGED FUTURES STRATEGY ETFDBMF—1,280,435$43.5K4.28%
MICROSOFT CORPMSFTTechnology147,224$34.3K3.38%
VANGUARD 500 INDEX FUNDVOO—91,133$29.9K2.95%
ISHARES CORE S&P 500 ETFIVV—76,994$27.6K2.72%
ALPHABET INCGOOGLEquity270,699$25.9K2.55%
ISHARES CORE S&P MID-CAP ETFIJH—115,510$25.3K2.49%
JOHNSON & JOHNSONJNJHealthcare146,507$23.9K2.36%
JPMORGAN US QUALITY FACTOR ETFJQUA—623,242$21.8K2.15%
MCDONALDS CORPMCDConsumer Cyclical92,598$21.4K2.10%
LOWES COMPANIES INCLOWConsumer Cyclical111,327$20.9K2.06%
AMAZON.COM INCAMZNEquity183,957$20.8K2.05%
ISHARES S&P SMALL-CAP 600 GROWTH ETFIJT—199,976$20.3K2.00%
ADVISORS INNER CIRCLE FD III——796,929 7.2K1.69%
PEPSICO INCPEPConsumer Defensive103,843 7.0K1.67%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services61,488 6.4K1.62%
VANGUARD GROWTH INDEX FUNDVUG—74,184 5.9K1.56%
VISA INC-CLASS A SHARESVFinancial Services77,908 3.8K1.36%
AMERICAN TOWER CORPAMTReal Estate61,302 3.2K1.30%
ISHARES CORE DIVIDEND GROWTH ETFDGRO—293,442 3.0K1.29%
STATE STREET(R) SPDR NUVEEN ICE MUNICIPAL BOND ETFTFI—296,279 3.0K1.28%
DANAHER CORPDHRHealthcare49,231 2.7K1.25%
VANGUARD TAX-EXEMPT BOND INDEX FUNDVTEB—242,521 1.7K1.15%
ABBOTT LABORATORIESABTHealthcare108,295 0.5K1.03%