0001352764-11-000011.txt : 20111020 0001352764-11-000011.hdr.sgml : 20111020 20111020164949 ACCESSION NUMBER: 0001352764-11-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110930 FILED AS OF DATE: 20111020 DATE AS OF CHANGE: 20111020 EFFECTIVENESS DATE: 20111020 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Beaumont Financial Partners, LLC CENTRAL INDEX KEY: 0001352764 IRS NUMBER: 043481223 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11748 FILM NUMBER: 111150614 BUSINESS ADDRESS: STREET 1: 20 WALNUT STREET STREET 2: SUITE ONE CITY: WELLESLEY HILLS STATE: MA ZIP: 02481 BUSINESS PHONE: 781-237-7170 MAIL ADDRESS: STREET 1: 20 WALNUT STREET STREET 2: SUITE ONE CITY: WELLESLEY HILLS STATE: MA ZIP: 02481 13F-HR 1 bfp-13f093011.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C 20549 FORM 13F FORM 13F COVER PAGE TYPE 13F HR PERIOD 9/30/2011 FILER SROS NONE SUBMISSION CONTACT NAME M. Snyder PHONE 7812377170 Report for the Calendar Year or Quarter Ended: SEPTEMBER 30, 2011 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Beaumont Financial Partners, LLC Address: 20 Walnut Street, Suite One Wellesley Hills, MA 02481 13F File Number: 028-11748 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this submission. Person Signing this Report on Behalf of Reporting Manager: Name: David Meade Haviland Title: Class A Member Phone: 7812377170 Signature, Place, and Date of Signing: David Meade Haviland Wellesley Hills, MA October 20, 2011 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. List of Other Managers Reporting for this Manager: None FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 84 Form 13F Information Table Value Total: $594,160 (thousands) FORM 13F INFORMATION TABLE Value SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$ 1000) PRN AMT PRN CALL DSCRETN MANAGERS NONE ABBOTT LABORATORIES INC COM 002824100 10937 213865 SH SOLE 213865 ABERDEEN ASIA PACIFIC INC COM 003009107 7240 1050852 SH SOLE 1050852 APPLE INC COM 037833100 1197 3139 SH SOLE 3139 AT&T COM 00206R102 12647 443430 SH SOLE 443430 B&G FOODS INC COM 05508R106 1113 66755 SH SOLE 66755 BANK OF AMERICA COM 060505104 74 12151 SH SOLE 12151 BERKSHIRE HATHAWAY B CLASS B 084670207 362 5100 SH SOLE 5100 CELGENE CORP COM 151020104 545 8805 SH SOLE 8805 CENTRAL FUND CDA LTD CL A 153501101 32808 1585712 SH SOLE 1585712 CHEVRON CORP COM 166764100 3938 42535 SH SOLE 42535 CLAYMORE ETF TRUST CDN ENERGY 18383Q606 236 16612 SH SOLE 16612 CLAYMORE ETF TRUST GUG S&PG DIV OPP 18383M860 1259 99435 SH SOLE 99435 COCA COLA CO COM 191216100 9556 141450 SH SOLE 141450 CONOCOPHILLIPS COM 20825C104 1113 17580 SH SOLE 17580 DIAGEO PLC SPONSORED ADR 25243Q205 9594 126356 SH SOLE 126356 DIAMOND OFFSHORE DRILLING INC COM 25271C102 256 4670 SH SOLE 4670 DONNELLEY RR+SONS COM 257867101 2820 199703 SH SOLE 199703 DOVER CORP COM 260003108 210 4500 SH SOLE 4500 EBAY INC COM 278642103 1187 40240 SH SOLE 40240 EMC CORP MASS COM 268648102 565 26920 SH SOLE 26920 EMERSON ELECTRIC CO. COM 291011104 219 5305 SH SOLE 5305 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 2145 61685 SH SOLE 61685 ENERPLUS RES TRUST TRUST UNIT 29274D604 13190 537479 SH SOLE 537479 ENTERPRISE PRODUCTS PRTNS LP COM 293792107 3693 91984 SH SOLE 91984 EXXON MOBIL CORP COM 30231G102 1748 24064 SH SOLE 24064 GENERAL ELECTRIC CO COM 369604103 8772 576333 SH SOLE 576333 GENERAL MOTORS COM 37045V100 211 10450 SH SOLE 10450 ING ASIA PAC HGH DIV EQ INC COM 44983J107 959 69520 SH SOLE 69520 INTEL CORP COM 458140100 2520 118111 SH SOLE 118111 INTL BUSINESS MACH COM 459200101 10036 57391 SH SOLE 57391 INVESCO MORTGAGE CAPITAL INC COM 46131B100 754 53365 SH SOLE 53365 ISHARES GOLD TR COMEX 464285105 4812 303980 SH SOLE 303980 ISHARES SILVER TR COM 46428Q109 18528 640910 SH SOLE 640910 ISHARES TRUST BCLYS 1-3 YR CRP 464288646 4190 40301 SH SOLE 40301 ISHARES TRUST BCLYS 1-3 YR TRS 464287457 16660 196989 SH SOLE 196989 ISHARES TRUST BCLYS 7-10 YR TRS 464287440 802 7631 SH SOLE 7631 ISHARES TRUST BCLYS TIPS BD 464287176 40679 355903 SH SOLE 355903 ISHARES TRUST S&P INDEX 464287200 254 2233 SH SOLE 2233 ISHARES TRUST S&P NAT AMT-FREE MUNI 464288414 771 7230 SH SOLE 7230 ISHARES TRUST iBoxx INV CPBD 464287242 767 6831 SH SOLE 6831 ISHARES TRUST DJ US RL EST INDX 464287739 385 7616 SH SOLE 7616 ISHARES TRUST FTSE XNHUA INDX 464287184 924 29959 SH SOLE 29959 ISHARES TRUST MSCI BRAZIL 464286400 493 9475 SH SOLE 9475 ISHARES TRUST MSCI EMERG MKT 464287234 3531 100628 SH SOLE 100628 ISHARES TRUST MSCI SINGAPORE 464286673 142 12875 SH SOLE 12875 ISHARES TRUST MSCI TAIWAN 464286731 242 20500 SH SOLE 20500 ISHARES TRUST SMALL CAP GRW 464287887 7672 119026 SH SOLE 119026 JOHNSON & JOHNSON COM 478160104 9949 156202 SH SOLE 156202 JP MORGAN CHASE & CO ALERIAN ML ETN 46625H365 7520 220840 SH SOLE 220840 KIMBERLY CLARK CORP COM 494368103 7912 111422 SH SOLE 111422 MARKET VECTOR ETF TR GOLD MINER ETF 57060U100 9834 178179 SH SOLE 178179 MARKET VECTOR ETF TR VE JR GOLD MINER ETF 57060U589 5631 200026 SH SOLE 200026 MCDONALDS CORP COM 580135101 721 8214 SH SOLE 8214 MERCURY COMPUTER SYS COM 589378108 230 20000 SH SOLE 20000 MICROSOFT CORP COM 594918104 7391 296946 SH SOLE 296946 NEW GOLD INC CDA COM 644535106 309 30000 SH SOLE 30000 ORACLE CORP COM 68389X105 3068 106761 SH SOLE 106761 NSTAR COM 670119E107 450 10040 SH SOLE 10040 PENGROWTH ENERGY TR 706902509 1015 112879 SH SOLE 112879 PFIZER INC COM 717081103 188 10627 SH SOLE 10627 PIMCO ETF TR 1-5 US TIP IDX 72201R205 10652 200913 SH SOLE 200913 PIMCO ETF ENHAN SHRT MAT 72201R833 3758 37428 SH SOLE 37428 PPL CORP COM 69351T106 1746 61167 SH SOLE 61167 PROCTER & GAMBLE CO COM 742718109 749 11853 SH SOLE 11853 QR ENERGY LP UNIT LTD PRTNS 74734R108 1411 72175 SH SOLE 72175 SELECT SECTOR SPDR TR SBI CONS STAPLES 81369Y308 21989 741375 SH SOLE 741375 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 48014 1513210 SH SOLE 1513210 SELECT SECTOR SPDR TR SBI INT TECH 81369Y803 2145 90875 SH SOLE 90875 SELECT SECTOR SPDR TR SBI INT UTILS 81369Y886 63178 1879176 SH SOLE 1879176 SPDR TR BRCLYS 1-3 M ETF 78464A680 16497 359815 SH SOLE 359815 SPDR TR DB INTL GOVT 78464A490 16434 287256 SH SOLE 287256 SPDR GOLD TR GLD SH 78463V107 31085 196671 SH SOLE 196671 SPROTT PHYS GOLD TR UNIT 85207H104 5333 380095 SH SOLE 380095 SPROTT PHYS SILVER TR UNIT 85207K107 1648 118580 SH SOLE 118580 SWEDISH EXPT CR CORP ROG AGRI ETN22 870297603 7367 817685 SH SOLE 817685 TEXAS INSTRUMENTS COM 882508104 293 11000 SH SOLE 11000 TJX COS INC COM 872540109 222 3997 SH SOLE 3997 UNITED PARCEL SERVICE INC CL B 911312106 259 4100 SH SOLE 4100 UNITED STS COMMODITY INX COMM IDX FND 911717106 1016 17470 SH SOLE 17470 UNITED TECHNOLOGIES CORP COM 913017019 9055 128695 SH SOLE 128695 VAN INT EQ INDEX EMRG MKT ETF 922042858 10114 282252 SH SOLE 282252 VANGUARD FUNDS GROWTH ETF 922908736 3081 55072 SH SOLE 55072 VANGUARD WORLD CONS STAPLES 92204A207 40419 530212 SH SOLE 530212 VERIZON COMMUNICATIONS COM 92343V104 721 19595 SH SOLE 19595