0001352764-14-000010.txt : 20141106
0001352764-14-000010.hdr.sgml : 20141106
20141106111109
ACCESSION NUMBER: 0001352764-14-000010
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140930
FILED AS OF DATE: 20141106
DATE AS OF CHANGE: 20141106
EFFECTIVENESS DATE: 20141106
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: 141199403
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
09-30-2014
09-30-2014
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
11-06-2014
0
158
1530
false
INFORMATION TABLE
2
bfp-13f9302014.xml
BEAUMONT FINANCIAL PARTNERS 13F Q3 2014
3M Co
COM
88579y101
371
2618
SH
SOLE
0
0
0
2618
Abbott Laboratories
COM
002824100
10990
264241
SH
SOLE
0
0
0
264241
Actavis PLC
SHS
G0083B108
5692
23592
SH
SOLE
0
0
0
23592
Aetna Inc
COM
00817Y108
1596
19708
SH
SOLE
0
0
0
19708
American International Group I
COM
026874784
10626
196722
SH
SOLE
0
0
0
196722
American Realty Cap Properties
COM
02917t104
4245
351958
SH
SOLE
0
0
0
351958
Amgen Inc
COM
031162100
4669
33238
SH
SOLE
0
0
0
33238
Apple Inc
COM
037833100
1931
19169
SH
SOLE
0
0
0
19169
AT&T Inc
COM
00206r102
6725
190835
SH
SOLE
0
0
0
190835
Baxter Intl Inc
COM
071813109
7808
108786
SH
SOLE
0
0
0
108786
BCE Inc
COM
05534b760
1390
32500
SH
SOLE
0
0
0
32500
Berkshire Hathaway Inc Cl B
COM
084670702
659
4770
SH
SOLE
0
0
0
4770
Bristol-Myers Squibb Co
COM
110122108
304
5949
SH
SOLE
0
0
0
5949
Carpenter Technology Corp
COM
144285103
623
13790
SH
SOLE
0
0
0
13790
Celgene Corp
COM
151020104
1137
11992
SH
SOLE
0
0
0
11992
Central Fund CDA Ltd Cl A
CL A
153501101
12438
1010375
SH
SOLE
0
0
0
1010375
Cisco Systems Inc
COM
17275r102
3661
145455
SH
SOLE
0
0
0
145455
Coca-Cola Co
COM
191216100
532
12467
SH
SOLE
0
0
0
12467
Cummins Inc
COM
231021106
205
1551
SH
SOLE
0
0
0
1551
CVS Caremark Corp
COM
126650100
4189
52631
SH
SOLE
0
0
0
52631
Danaher Corp
COM
235851102
389
5126
SH
SOLE
0
0
0
5126
DirecTV
COM
25490a309
6703
77470
SH
SOLE
0
0
0
77470
Disney Walt Co
COM
254687106
5268
59175
SH
SOLE
0
0
0
59175
Du Pont E I de Nemours & Co
COM
263534109
4712
65668
SH
SOLE
0
0
0
65668
Eaton Vance Tax Mgd Global Div
COM
27829f108
338
33650
SH
SOLE
0
0
0
33650
EGS Emerging Global
EGSHR EM DOM
268461621
751
31700
SH
SOLE
0
0
0
31700
EMC Corp MA
COM
268648102
922
31508
SH
SOLE
0
0
0
31508
Emerson Electric Co
COM
291011104
412
6587
SH
SOLE
0
0
0
6587
ETFS Gold TR
SHS
26922Y105
303
2554
SH
SOLE
0
0
0
2554
Exxon Mobil Corp
COM
30231g102
2538
26984
SH
SOLE
0
0
0
26984
Facebook Inc
COM CL A
30303M102
262
3318
SH
SOLE
0
0
0
3318
Fidelity
MSCI CONSM DIS
316092204
31158
1157016
SH
SOLE
0
0
0
1157016
Fidelity
MSCI HLTH CARE IDX
316092600
31158
1023265
SH
SOLE
0
0
0
1023265
Fidelity
MSCI IND IDX
316092709
31158
1139252
SH
SOLE
0
0
0
1139252
Fidelity
MSCI MAT IDX
316092881
31158
1116786
SH
SOLE
0
0
0
1116786
Fidelity
MSCI FIN IDX
316092501
31158
1146373
SH
SOLE
0
0
0
1146373
Fidelity
MSCI CON STPLS IDX
316092303
31158
1138415
SH
SOLE
0
0
0
1138415
Fidelity
MSCI INFO TECH IDX
316092808
31158
1035508
SH
SOLE
0
0
0
1035508
Fidelity
MSCI ENERGY IDX
316092402
29559
1121156
SH
SOLE
0
0
0
1121156
FIRST TR EXCHANGE TRADED ALPHA FD
CONSUMR DISCRE
33734X101
30479
940434
SH
SOLE
0
0
0
940434
FIRST TR EXCHANGE TRADED ALPHA FD
CONS STPLS ALPHA
33734X119
30479
780124
SH
SOLE
0
0
0
780124
FIRST TR EXCHANGE TRADED ALPHA FD
HEALTHCARE ALPHA
33734X143
30479
546325
SH
SOLE
0
0
0
546325
FIRST TR EXCHANGE TRADED ALPHA FD
FINLS ALPHADEX
33734X135
30479
1394941
SH
SOLE
0
0
0
1394941
FIRST TR EXCHANGE TRADED ALPHA FD
INDLS PROD DUR
33734X150
30479
1037775
SH
SOLE
0
0
0
1037775
FIRST TR EXCHANGE TRADED ALPHA FD
MATERIALS ALPHADX
33734X168
30479
948925
SH
SOLE
0
0
0
948925
FIRST TR EXCHANGE TRADED ALPHA FD
TECHNOLOGY ALPHADX
33734X176
30479
940144
SH
SOLE
0
0
0
940144
FIRST TR EXCHANGE TRADED ALPHA FD
EUROPE ALPHA
33737J117
3166
102932
SH
SOLE
0
0
0
102932
FIRST TR EXCHANGE TRADED ALPHA FD
EM SML CP ALPH
33737J307
1133
31217
SH
SOLE
0
0
0
31217
FIRST TR EXCHANGE TRADED FD
SENIOR LN FD
33738D309
9446
193410
SH
SOLE
0
0
0
193410
FIRST TR EXCHANGE TRADED FD
RBA QUAL IN ETF
33738R803
1492
74592
SH
SOLE
0
0
0
74592
First Trust ETF
NA ENERGY
33738D101
17270
636074
SH
SOLE
0
0
0
636074
General Electric Co
COM
369604103
13662
533249
SH
SOLE
0
0
0
533249
General Mills Inc
COM
370334104
427
8466
SH
SOLE
0
0
0
8466
Gilead Sciences Inc
COM
375558103
234
2199
SH
SOLE
0
0
0
2199
Global Partners LP
COM UNITS
37946R109
417
10000
SH
SOLE
0
0
0
10000
Google Inc Cl A
COM CL A
38259P508
4721
8024
SH
SOLE
0
0
0
8024
Google Inc Cl C
COM CL C
38259P706
260
450
SH
SOLE
0
0
0
450
Intel Corp
COM
458140100
272
7805
SH
SOLE
0
0
0
7805
International Business Machine
COM
459200101
859
4524
SH
SOLE
0
0
0
4524
iShares Gold TR
GOLD TR
464285105
12800
1094034
SH
SOLE
0
0
0
1094034
iShares Silver TR
SILVER TR
46428Q109
404
24685
SH
SOLE
0
0
0
24685
iShares TR
BARCLYS 1-3 YR CR
464288646
33526
318448
SH
SOLE
0
0
0
318448
iShares TR
US CONS SRVC INDEX
464287580
32886
264253
SH
SOLE
0
0
0
264253
iShares TR
DJ US BAS MATL
464287838
31761
369009
SH
SOLE
0
0
0
369009
iShares TR
DJ US TECH SEC
464287721
31761
315210
SH
SOLE
0
0
0
315210
iShares TR
FLTG RATE NT
46429B655
31119
612223
SH
SOLE
0
0
0
612223
iShares TR
RUSSELL 1000 GRO
464287614
30046
327907
SH
SOLE
0
0
0
327907
iShares TR
RUSSELL MIDCAP VAL
464287473
29594
422775
SH
SOLE
0
0
0
422775
iShares TR
RUSSEL MIDCAP IDX
464287499
29576
186791
SH
SOLE
0
0
0
186791
iShares TR
HIGH DIV US EQ
46429B663
25582
340005
SH
SOLE
0
0
0
340005
iShares TR
COH&STRS RLTY MJ
464287564
24393
288777
SH
SOLE
0
0
0
288777
iShares TR
RUSSELL 1000 ETF
464287622
24393
222017
SH
SOLE
0
0
0
222017
iShares TR
BARCLYS MBS BD
464288588
21703
200752
SH
SOLE
0
0
0
200752
iShares TR
RUSSELL 1000 VAL
464287598
21468
214492
SH
SOLE
0
0
0
214492
iShares TR
DJ US INDEX ETF
464287846
21073
212551
SH
SOLE
0
0
0
212551
iShares TR
NASDAQ BIOTECH
464287556
16965
61999
SH
SOLE
0
0
0
61999
iShares TR
BARCLYS INTER GV
464288612
16508
149730
SH
SOLE
0
0
0
149730
iShares TR
SELECT DIVID ETF
464287168
16326
221040
SH
SOLE
0
0
0
221040
iShares TR
S&P MIDCAP 400
464287507
15551
113727
SH
SOLE
0
0
0
113727
iShares TR
SMALL CAP GRO
464287887
15264
135604
SH
SOLE
0
0
0
135604
iShares TR
GLOBAL FINANCIAL
464287333
13229
235188
SH
SOLE
0
0
0
235188
iShares TR
MSCI FRNTR 100
464286145
13138
347208
SH
SOLE
0
0
0
347208
iShares TR
AGG USBD ETF
464287226
13006
119203
SH
SOLE
0
0
0
119203
iShares TR
MSCI EURO FL ETF
464289180
12814
543176
SH
SOLE
0
0
0
543176
iShares TR
INDIA 50 ETF
464289529
12750
429989
SH
SOLE
0
0
0
429989
iShares TR
DJ US RL EST IDX
464287739
12695
183448
SH
SOLE
0
0
0
183448
iShares TR
CORE MSCI EM MKT
46434G103
12003
239873
SH
SOLE
0
0
0
239873
iShares TR
GOV CRD BND ETF
464288596
9494
84278
SH
SOLE
0
0
0
84278
iShares TR
MSCI BRZ CAP ETF
464286400
8379
192831
SH
SOLE
0
0
0
192831
iShares TR
INTL SEL DIV ETF
464288448
6920
193359
SH
SOLE
0
0
0
193359
iShares TR
S&P INDEX
464287200
5241
26436
SH
SOLE
0
0
0
26436
iShares TR
MSCI JAPAN ETF
464286848
4320
367061
SH
SOLE
0
0
0
367061
iShares TR
US FIN SVC ETF
464287770
3320
38554
SH
SOLE
0
0
0
38554
iShares TR
INTNL TR BD ETF
464288117
3320
33446
SH
SOLE
0
0
0
33446
iShares TR
AGENCY BD FD
464288166
1000
8910
SH
SOLE
0
0
0
8910
iShares TR
7-10 YR TR BD ETF
464287440
1000
9655
SH
SOLE
0
0
0
9655
iShares TR
INTERMED CR BD ETF
464288638
1000
9152
SH
SOLE
0
0
0
9152
iShares TR
CORE STERM USBD
46432F859
804
8029
SH
SOLE
0
0
0
8029
iShares TR
S&P SMALL CAP 600
464287804
487
4666
SH
SOLE
0
0
0
4666
iShares TR
GLOBAL TECH ETF
464287291
416
4544
SH
SOLE
0
0
0
4544
iShares TR
GLOBAL HLTHCRE
464287325
416
4256
SH
SOLE
0
0
0
4256
iShares TR
GLOBAL MATER ETF
464288695
416
6942
SH
SOLE
0
0
0
6942
iShares TR
GLOB INDSTRL ETF
464288729
416
5934
SH
SOLE
0
0
0
5934
iShares TR
GLOB CON DISC
464288745
416
5146
SH
SOLE
0
0
0
5146
iShares TR
MSCI Israel
464286632
390
7650
SH
SOLE
0
0
0
7650
iShares TR
BARCLYS 1-3 YR
464287457
326
3855
SH
SOLE
0
0
0
3855
iShares TR
MSCI EAFE INDX
464287465
209
3263
SH
SOLE
0
0
0
3263
Johnson & Johnson
COM
478160104
16184
151834
SH
SOLE
0
0
0
151834
JPMorgan Chase & Co
COM
46625h100
386
6401
SH
SOLE
0
0
0
6401
Kimberly Clark Corp
COM
494368103
7854
73016
SH
SOLE
0
0
0
73016
Kinder Morgan Energy Partners LP
UNIT LTD PARTN
494550106
5536
59347
SH
SOLE
0
0
0
59347
Kinder Morgan Inc DEL
COM
49456B101
6232
162540
SH
SOLE
0
0
0
162540
KKR & Co LP DEL
COM
48248M102
223
10000
SH
SOLE
0
0
0
10000
Laclede Group Inc
COM
505597104
226
4875
SH
SOLE
0
0
0
4875
Lamar Advertising Co
CL A
512815101
4644
94289
SH
SOLE
0
0
0
94289
McDonalds Corp
COM
580135101
753
7340
SH
SOLE
0
0
0
7340
Merck & Co Inc
COM
58933y105
3328
56132
SH
SOLE
0
0
0
56132
Mercury Computer Systems
COM
589378108
407
36933
SH
SOLE
0
0
0
36933
Microsoft Corp
COM
594918104
350
7557
SH
SOLE
0
0
0
7557
Mondelez Intl Inc
CL A
609207105
819
23901
SH
SOLE
0
0
0
23901
NCR Corp
COM
62886E108
5307
158850
SH
SOLE
0
0
0
158850
New Hampshire Thrift Bancshares
COM
644722100
156
10034
SH
SOLE
0
0
0
10034
Nuveen Equity Prem Opport Fund
COM
6706em102
331
26000
SH
SOLE
0
0
0
26000
Oneok Partners LP
UNIT LTD PARTN
68268N103
224
4000
SH
SOLE
0
0
0
4000
Oracle Corp
COM
68389x105
4542
118662
SH
SOLE
0
0
0
118662
Pengrowth Energy Corp
COM
70706p104
67
12961
SH
SOLE
0
0
0
12961
PepsiCo Inc
COM
713448108
364
3907
SH
SOLE
0
0
0
3907
Pfizer Inc
COM
717081103
3907
132115
SH
SOLE
0
0
0
132115
Phillips 66 Partners LP
COM UNIT REP INT
718549207
314
4700
SH
SOLE
0
0
0
4700
PIMCO ETF TR
ENHAN SHRT MAT
72201R833
2237
22069
SH
SOLE
0
0
0
22069
Powershares ETF TR
DWA DEV MKT
73936Q108
1201
49223
SH
SOLE
0
0
0
49223
Procter & Gamble Co
COM
742718109
517
6170
SH
SOLE
0
0
0
6170
Schlumberger Ltd
COM
806857108
250
2455
SH
SOLE
0
0
0
2455
SemGroup Corp
COM CL A
81663A105
5095
61186
SH
SOLE
0
0
0
61186
SPDR Gold TR
GOLD SHS
78463V107
1595
13723
SH
SOLE
0
0
0
13723
SPDR TR
SBI HEALTHCARE
81369Y209
31829
498018
SH
SOLE
0
0
0
498018
SPDR TR
SBI INTL FINANCIAL
81369Y605
31775
1371353
SH
SOLE
0
0
0
1371353
SPDR TR
SBI CONS STPLS
81369Y308
31770
704270
SH
SOLE
0
0
0
704270
SPDR TR
SBI INT-INDS
81369Y704
31766
597655
SH
SOLE
0
0
0
597655
SPDR TR
SBI CONS DISCR
81369Y407
31761
476242
SH
SOLE
0
0
0
476242
SPDR TR
BARC SHT TR CP
78464A474
6356
207101
SH
SOLE
0
0
0
207101
SPDR TR
SBI INT TECH
81369Y803
376
9412
SH
SOLE
0
0
0
9412
SPDR TR
RUSSELL 1000 LOW VOL
78468R804
219
3007
SH
SOLE
0
0
0
3007
Sprott Physical Gold TR
UNIT
85207H104
4368
438092
SH
SOLE
0
0
0
438092
SSGA Active ETF TR
BLKSTN GSOSRLN
78467V608
726
14773
SH
SOLE
0
0
0
14773
Team Health Holdings Inc
COM
87817A107
203
3500
SH
SOLE
0
0
0
3500
TJX Cos Inc
COM
872540109
247
4174
SH
SOLE
0
0
0
4174
Unilever PLC
SPON ADR
904767704
434
10365
SH
SOLE
0
0
0
10365
United Technologies Corp
COM
913017109
5551
52564
SH
SOLE
0
0
0
52564
Vanguard BD Index Fund
INTERMED TERM
921937819
226
2688
SH
SOLE
0
0
0
2688
Vanguard Index Funds
REIT ETF
922908553
10233
142419
SH
SOLE
0
0
0
142419
Vanguard Index Funds
GROWTH ETF
922908736
9981
100136
SH
SOLE
0
0
0
100136
Vanguard Index Funds
MID CAP ETF
922908629
364
3104
SH
SOLE
0
0
0
3104
Verizon Communications Inc
COM
92343v104
11093
221904
SH
SOLE
0
0
0
221904
Visa Inc
CL A
92826C839
9269
43442
SH
SOLE
0
0
0
43442
Walgreen Co
COM
931422109
207
3495
SH
SOLE
0
0
0
3495
Wal-Mart Stores Inc
COM
931142103
325
4251
SH
SOLE
0
0
0
4251
Wells Fargo & Co
COM
949746101
297
5719
SH
SOLE
0
0
0
5719