Chief Compliance Officer

0001352764-14-000008.txt : 20140813 0001352764-14-000008.hdr.sgml : 20140813 20140813114913 ACCESSION NUMBER: 0001352764-14-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140813 DATE AS OF CHANGE: 20140813 EFFECTIVENESS DATE: 20140813 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: 141036388 BUSINESS ADDRESS: STREET 1: 250 1ST AVENUE STREET 2: SUITE 101 CITY: NEEDHAM STATE: MA ZIP: 02494 BUSINESS PHONE: 781-400-2800 MAIL ADDRESS: STREET 1: 250 1ST AVENUE STREET 2: SUITE 101 CITY: NEEDHAM STATE: MA ZIP: 02494 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001352764 XXXXXXXX 06-30-2014 06-30-2014 Beaumont Financial Partners, LLC

250 1ST AVENUE SUITE 101 NEEDHAM MA 02494

13F HOLDINGS REPORT 028-11748 N Michael Snyder Chief Compliance Officer 781-400-2832 Michael Snyder Needham MA 08-13-2014 0 161 1410654 false INFORMATION TABLE 2 bfp-13f6302014.xml 13F FOR BEAUMONT FINANCIAL PARTNERS Q2 2014 3M Co COM 88579y101 438 3058 SH SOLE 0 0 0 3058 Abbott Laboratories COM 002824100 11055 270282 SH SOLE 0 0 0 270282 Actavis PLC SHS G0083B108 5408 24244 SH SOLE 0 0 0 24244 Aetna Inc COM 00817Y108 10355 127708 SH SOLE 0 0 0 127708 American International Group I COM 026874784 10663 195366 SH SOLE 0 0 0 195366 American Realty Cap Properties COM 02917t104 1387 110700 SH SOLE 0 0 0 110700 Amgen Inc COM 031162100 3939 33273 SH SOLE 0 0 0 33273 Apple Inc COM 037833100 1780 19153 SH SOLE 0 0 0 19153 AT&T Inc COM 00206r102 6917 195616 SH SOLE 0 0 0 195616 Baxter Intl Inc COM 071813109 6514 90092 SH SOLE 0 0 0 90092 BCE Inc COM 05534b760 2255 49710 SH SOLE 0 0 0 49710 Berkshire Hathaway Inc Cl B COM 084670702 604 4770 SH SOLE 0 0 0 4770 Bristol-Myers Squibb Co COM 110122108 289 5949 SH SOLE 0 0 0 5949 Carpenter Technology Corp COM 144285103 872 13790 SH SOLE 0 0 0 13790 Celgene Corp COM 151020104 1030 11992 SH SOLE 0 0 0 11992 Central Fund CDA Ltd Cl A CL A 153501101 15473 1064202 SH SOLE 0 0 0 1064202 Chevron Corp COM 166764100 217 1662 SH SOLE 0 0 0 1662 Cisco Systems Inc COM 17275r102 3653 147007 SH SOLE 0 0 0 147007 Coca-Cola Co COM 191216100 528 12467 SH SOLE 0 0 0 12467 Cummins Inc COM 231021106 239 1551 SH SOLE 0 0 0 1551 CurrencyShares Australian DL AUSTRALIAN DOL 23129U101 10358 109703 SH SOLE 0 0 0 109703 CurrencyShares Brit Pound Ster BRI POUND STE 23129S106 11597 68872 SH SOLE 0 0 0 68872 CVS Caremark Corp COM 126650100 4024 53391 SH SOLE 0 0 0 53391 Danaher Corp COM 235851102 404 5126 SH SOLE 0 0 0 5126 Diageo PLC SP ADR 25243q205 239 1875 SH SOLE 0 0 0 1875 DirecTV COM 25490a309 6855 80643 SH SOLE 0 0 0 80643 Disney Walt Co COM 254687106 4922 57410 SH SOLE 0 0 0 57410 Du Pont E I de Nemours & Co COM 263534109 4464 68220 SH SOLE 0 0 0 68220 Eaton Vance Tax Mgd Global Div COM 27829f108 349 33650 SH SOLE 0 0 0 33650 eBay Inc COM 278642103 3817 76249 SH SOLE 0 0 0 76249 EGS Emerging Global EGSHR EM DOM 268461621 745 31700 SH SOLE 0 0 0 31700 EMC Corp MA COM 268648102 833 31638 SH SOLE 0 0 0 31638 Emerson Electric Co COM 291011104 437 6587 SH SOLE 0 0 0 6587 ETFS Gold TR SHS 26922Y105 353 2704 SH SOLE 0 0 0 2704 Exxon Mobil Corp COM 30231g102 2949 29290 SH SOLE 0 0 0 29290 Facebook Inc COM CL A 30303M102 223 3318 SH SOLE 0 0 0 3318 Fidelity MSCI ENERGY IDX 316092402 26986 928619 SH SOLE 0 0 0 928619 Fidelity MSCI HLTH CARE IDX 316092600 26986 926388 SH SOLE 0 0 0 926388 Fidelity MSCI IND IDX 316092709 26986 957958 SH SOLE 0 0 0 957958 Fidelity MSCI MAT IDX 316092881 26986 950839 SH SOLE 0 0 0 950839 Fidelity MSCI FIN IDX 316092501 26986 996517 SH SOLE 0 0 0 996517 Fidelity MSCI CON STPLS IDX 316092303 26986 996517 SH SOLE 0 0 0 996517 Fidelity MSCI INFO TECH IDX 316092808 26986 925146 SH SOLE 0 0 0 925146 Fidelity MSCI UTILITY IDX 316092865 27340 946662 SH SOLE 0 0 0 946662 FIRST TR EXCHANGE TRADED ALPHA FD EUROPE ALPHA 33737J117 3660 105501 SH SOLE 0 0 0 105501 FIRST TR EXCHANGE TRADED ALPHA FD DEV MRK EX US 33737J174 2244 42299 SH SOLE 0 0 0 42299 FIRST TR EXCHANGE TRADED ALPHA FD EM SML CP ALPH 33737J307 1124 30306 SH SOLE 0 0 0 30306 FIRST TR EXCHANGE TRADED ALPHA FD CONS STPLS ALPHA 33734X119 22829 573463 SH SOLE 0 0 0 573463 FIRST TR EXCHANGE TRADED ALPHA FD HEALTHCARE ALPHA 33734X143 22829 428561 SH SOLE 0 0 0 428561 FIRST TR EXCHANGE TRADED ALPHA FD ENERGY ALPHADX 33734X127 22829 779255 SH SOLE 0 0 0 779255 FIRST TR EXCHANGE TRADED ALPHA FD FINLS ALPHADEX 33734X135 22829 1025585 SH SOLE 0 0 0 1025585 FIRST TR EXCHANGE TRADED ALPHA FD INDLS PROD DUR 33734X150 22829 748266 SH SOLE 0 0 0 748266 FIRST TR EXCHANGE TRADED ALPHA FD MATERIALS ALPHADX 33734X168 22829 668509 SH SOLE 0 0 0 668509 FIRST TR EXCHANGE TRADED ALPHA FD TECHNOLOGY ALPHADX 33734X176 22829 702019 SH SOLE 0 0 0 702019 FIRST TR EXCHANGE TRADED ALPHA FD UTILITIES ALPHADEX 33734X184 22829 956818 SH SOLE 0 0 0 956818 FIRST TR EXCHANGE TRADED FD SENIOR LN FD 33738D309 9003 180854 SH SOLE 0 0 0 180854 FIRST TR ISE WATER INDEX FD COM 33733B100 16927 489672 SH SOLE 0 0 0 489672 First Trust ETF NA ENERGY 33738d101 17090 632257 SH SOLE 0 0 0 632257 General Electric Co COM 369604103 13772 524040 SH SOLE 0 0 0 524040 General Mills Inc COM 370334104 1949 37099 SH SOLE 0 0 0 37099 Google Inc Cl A COM CL A 38259P508 251 430 SH SOLE 0 0 0 430 Google Inc Cl C COM CL C 38259P706 247 430 SH SOLE 0 0 0 430 Intel Corp COM 458140100 242 7835 SH SOLE 0 0 0 7835 International Business Machine COM 459200101 820 4524 SH SOLE 0 0 0 4524 iShares Gold TR GOLD TR 464285105 12733 988585 SH SOLE 0 0 0 988585 iShares Silver TR SILVER TR 46428Q109 487 24060 SH SOLE 0 0 0 24060 iShares TR MSCI FRNTR 100 464286145 13089 363854 SH SOLE 0 0 0 363854 iShares TR AUSTRIA CAPD ETF 464286202 1239 63257 SH SOLE 0 0 0 63257 iShares TR MSCI BRZ CAP ETF 464286400 10358 216788 SH SOLE 0 0 0 216788 iShares TR MSCI BRIC INDX 464286657 1239 32130 SH SOLE 0 0 0 32130 iShares TR MSCI JAPAN ETF 464286848 1239 102871 SH SOLE 0 0 0 102871 iShares TR SELECT DIVID ETF 464287168 776 10083 SH SOLE 0 0 0 10083 iShares TR AGG USBD ETF 464287226 1263 11536 SH SOLE 0 0 0 11536 iShares TR AGENCY BD FD 464288166 1239 10993 SH SOLE 0 0 0 10993 iShares TR BARCLYS 1-3 YR CR 464288646 42072 398107 SH SOLE 0 0 0 398107 iShares TR FLTG RATE NT 46429B655 30725 604824 SH SOLE 0 0 0 604824 iShares TR BARCLYS INTER GV 464288612 15471 139514 SH SOLE 0 0 0 139514 iShares TR GLOBAL HLTHCRE 464287325 815 8642 SH SOLE 0 0 0 8642 iShares TR GLOBAL FINANCIAL 464287333 815 14247 SH SOLE 0 0 0 14247 iShares TR S&P LAT AM 40 IDX 464287390 11597 303182 SH SOLE 0 0 0 303182 iShares TR MSCI EAFE INDX 464287465 24123 352835 SH SOLE 0 0 0 352835 iShares TR RUSSELL MIDCAP VAL 464287473 13831 190489 SH SOLE 0 0 0 190489 iShares TR NASDAQ BIOTECH 464287556 10445 40639 SH SOLE 0 0 0 40639 iShares TR COH&STRS RLTY MJ 464287564 24179 276871 SH SOLE 0 0 0 276871 iShares TR US CONS SRVC INDEX 464287580 24179 195830 SH SOLE 0 0 0 195830 iShares TR RUSSELL 1000 ETF 464287622 13821 125520 SH SOLE 0 0 0 125520 iShares TR DJ US HEALTHCARE 464287762 13821 107801 SH SOLE 0 0 0 107801 iShares TR DJ US INDUSTRIAL 464287754 40662 392496 SH SOLE 0 0 0 392496 iShares TR DJ US BAS MATL 464287838 26841 306655 SH SOLE 0 0 0 306655 iShares TR DJ US INDEX ETF 464287846 24179 243914 SH SOLE 0 0 0 243914 iShares TR DJ US TECH SEC 464287721 26841 277059 SH SOLE 0 0 0 277059 iShares TR DJ US RL EST IDX 464287739 13821 192521 SH SOLE 0 0 0 192521 iShares TR BARCLYS MBS BD 464288588 1239 11445 SH SOLE 0 0 0 11445 iShares TR GLOB INDSTRL ETF 464288729 815 11189 SH SOLE 0 0 0 11189 iShares TR GLOB CON DISC 464288745 815 9695 SH SOLE 0 0 0 9695 iShares TR BARCLYS 1-3 YR 464287457 332 3930 SH SOLE 0 0 0 3930 iShares TR RUSSELL 1000 VAL 464287598 400 3950 SH SOLE 0 0 0 3950 iShares TR HIGH DIV US EQ 46429b663 24931 330704 SH SOLE 0 0 0 330704 iShares TR MSCI Israel 464286632 400 7650 SH SOLE 0 0 0 7650 iShares TR RUSSEL MIDCAP IDX 464287499 24189 148804 SH SOLE 0 0 0 148804 iShares TR S&P MIDCAP 400 464287507 17097 119493 SH SOLE 0 0 0 119493 iShares TR SMALL CAP GRO 464287887 17706 146583 SH SOLE 0 0 0 146583 iShares TR S&P INDEX 464287200 5371 27266 SH SOLE 0 0 0 27266 iShares TR S&P SMALL CAP 600 464287804 523 4666 SH SOLE 0 0 0 4666 iShares TR INTNL TR BD ETF 464288117 11597 110172 SH SOLE 0 0 0 110172 iShares TR 1-3 YR INTL TR 464288125 184 1902 SH SOLE 0 0 0 1902 iShares TR GOV CRD BND ETF 464288596 1239 10995 SH SOLE 0 0 0 10995 iShares TR RUSSELL 1000 GRO 464287614 14282 157071 SH SOLE 0 0 0 157071 iShares TR CORE STERM USBD 46432F859 812 8071 SH SOLE 0 0 0 8071 iShares TR CORE MSCI EM MKT 46434G103 11963 231389 SH SOLE 0 0 0 231389 Johnson & Johnson COM 478160104 16926 161790 SH SOLE 0 0 0 161790 JPMorgan Chase & Co COM 46625h100 369 6401 SH SOLE 0 0 0 6401 Kimberly Clark Corp COM 494368103 11095 99761 SH SOLE 0 0 0 99761 Kinder Morgan Inc DEL COM 49456B101 2016 55604 SH SOLE 0 0 0 55604 Kinder Morgan Energy Partners LP UNIT LTD PARTN 494550106 4771 58036 SH SOLE 0 0 0 58036 KKR & Co LP DEL COM 48248M102 243 10000 SH SOLE 0 0 0 10000 Laclede Group Inc COM 505597104 4611 94973 SH SOLE 0 0 0 94973 Mastec Inc COM 576323109 2105 68314 SH SOLE 0 0 0 68314 McDonalds Corp COM 580135101 814 8085 SH SOLE 0 0 0 8085 Merck & Co Inc COM 58933y105 3379 58415 SH SOLE 0 0 0 58415 Mercury Computer Systems COM 589378108 445 39203 SH SOLE 0 0 0 39203 Microsoft Corp COM 594918104 315 7557 SH SOLE 0 0 0 7557 NCR Corp COM 62886E108 5877 167490 SH SOLE 0 0 0 167490 New Hampshire Thrift Bancshares COM 644722100 153 10034 SH SOLE 0 0 0 10034 Nuveen Equity Prem Opport Fund COM 6706em102 334 26000 SH SOLE 0 0 0 26000 Oneok Partners LP UNIT LTD PARTN 68268N103 234 4000 SH SOLE 0 0 0 4000 Oracle Corp COM 68389x105 4879 120371 SH SOLE 0 0 0 120371 Pengrowth Energy Corp COM 70706p104 147 20420 SH SOLE 0 0 0 20420 PepsiCo Inc COM 713448108 403 4507 SH SOLE 0 0 0 4507 Pfizer Inc COM 717081103 3409 114843 SH SOLE 0 0 0 114843 Phillips 66 Partners LP COM UNIT REP INT 718549207 355 4700 SH SOLE 0 0 0 4700 PIMCO ETF TR ENHAN SHRT MAT 72201R833 2609 25722 SH SOLE 0 0 0 25722 Powershares ETF TR DWA DEV MKT 73936Q108 1404 53257 SH SOLE 0 0 0 53257 Powershares ETF TR SR LOAN PORTF 73936Q769 118 4751 SH SOLE 0 0 0 4751 Procter & Gamble Co COM 742718109 485 6170 SH SOLE 0 0 0 6170 Schlumberger Ltd COM 806857108 290 2455 SH SOLE 0 0 0 2455 SemGroup Corp COM CL A 81663A105 4908 62245 SH SOLE 0 0 0 62245 SPDR Gold TR GOLD SHS 78463V107 2548 19903 SH SOLE 0 0 0 19903 SPDR TR SBI CONS STPLS 83169Y308 26850 601757 SH SOLE 0 0 0 601757 SPDR TR SBI UTILITIES 81369Y886 26987 609751 SH SOLE 0 0 0 609751 SPDR TR SBI INTL ENERGY 81369Y506 26873 268462 SH SOLE 0 0 0 268462 SPDR TR SBI INTL FINANCIAL 81369Y605 26854 1180955 SH SOLE 0 0 0 1180955 SPDR TR SBI HEALTHCARE 81369Y209 26895 442134 SH SOLE 0 0 0 442134 SPDR TR RUSSELL 1000 LOW VOL 78468r804 218 3007 SH SOLE 0 0 0 3007 SPDR TR SBI INT TECH 81369y803 376 9792 SH SOLE 0 0 0 9792 SPDR TR BARC SHT TR CP 78464A474 6089 195679 SH SOLE 0 0 0 195679 Sprott Physical Gold TR UNIT 85207H104 5019 455879 SH SOLE 0 0 0 455879 SSGA Active ETF TR BLKSTN GSOSRLN 78467V608 709 14183 SH SOLE 0 0 0 14183 TJX Cos Inc COM 872540109 255 4789 SH SOLE 0 0 0 4789 Unilever PLC SPON ADR 904767704 480 10590 SH SOLE 0 0 0 10590 United Technologies Corp COM 913017109 6146 53233 SH SOLE 0 0 0 53233 Vanguard BD Index Fund INTERMED TERM 921937819 456 5381 SH SOLE 0 0 0 5381 Vanguard Index Funds REIT ETF 922908553 10689 142827 SH SOLE 0 0 0 142827 Vanguard Index Funds GROWTH ETF 922908736 10136 102490 SH SOLE 0 0 0 102490 Vanguard Index Funds MID CAP ETF 922908629 368 3104 SH SOLE 0 0 0 3104 Verizon Communications Inc COM 92343v104 10891 222586 SH SOLE 0 0 0 222586 Visa Inc CL A 92826C839 9214 43728 SH SOLE 0 0 0 43728 Wal-Mart Stores Inc COM 931142103 343 4566 SH SOLE 0 0 0 4566 Walgreen Co COM 931422109 289 3895 SH SOLE 0 0 0 3895 Wells Fargo & Co COM 949746101 308 5869 SH SOLE 0 0 0 5869 Zix Corp COM 98974P100 784 229225 SH SOLE 0 0 0 229225