Chief Compliance Officer

0001352764-15-000011.txt : 20151102 0001352764-15-000011.hdr.sgml : 20151102 20151102112115 ACCESSION NUMBER: 0001352764-15-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150930 FILED AS OF DATE: 20151102 DATE AS OF CHANGE: 20151102 EFFECTIVENESS DATE: 20151102 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: 151189781 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 09-30-2015 09-30-2015 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 11-02-2015 0 133 690925 false INFORMATION TABLE 2 bfp-13f-9_30_2015.xml BEAUMONT FINANCIAL PARTNERS Q3 13F REPORT Abbott Laboratories COM 002824100 4011 81716 SH SOLE 0 0 0 81716 Aetna Inc COM 00817Y108 233 1830 SH SOLE 0 0 0 1830 Allison Transmission Hldgs COM 01973R101 280 9570 SH SOLE 0 0 0 9570 American International Group I COM 026874784 12151 196551 SH SOLE 0 0 0 196551 American Tower Corp COM 03027X100 4680 50165 SH SOLE 0 0 0 50165 Apple Inc COM 037833100 2445 19496 SH SOLE 0 0 0 19496 AT&T Inc COM 00206r102 4693 132138 SH SOLE 0 0 0 132138 Baxter Intl Inc COM 071813109 1417 20266 SH SOLE 0 0 0 20266 BCE Inc COM 05534b760 783 18420 SH SOLE 0 0 0 18420 Berkshire Hathaway Inc Cl A CL A 084670108 205 1 SH SOLE 0 0 0 1 Berkshire Hathaway Inc Cl B COM 084670702 4665 34274 SH SOLE 0 0 0 34274 Biogen INC COM 09062X103 202 499 SH SOLE 0 0 0 499 Bristol-Myers Squibb Co COM 110122108 405 6087 SH SOLE 0 0 0 6087 Cabot Corp COM 127055101 1207 32369 SH SOLE 0 0 0 32369 Celgene Corp COM 151020104 1342 11596 SH SOLE 0 0 0 11596 Central Fund CDA Ltd Cl A CL A 153501101 6952 596212 SH SOLE 0 0 0 596212 Cisco Systems Inc COM 17275r102 4027 146669 SH SOLE 0 0 0 146669 Coca-Cola Co COM 191216100 234 5967 SH SOLE 0 0 0 5967 CVS Caremark Corp COM 126650100 5582 53220 SH SOLE 0 0 0 53220 Danaher Corp COM 235851102 411 4801 SH SOLE 0 0 0 4801 DirecTV COM 25490a309 3951 42582 SH SOLE 0 0 0 42582 Disney Walt Co COM 254687106 7272 63709 SH SOLE 0 0 0 63709 Dominion Resources Inc VA COM 25746U109 4451 66560 SH SOLE 0 0 0 66560 EGS Emerging Global EGSHR EM DOM 268461621 564 24280 SH SOLE 0 0 0 24280 EMC Corp MA COM 268648102 858 32501 SH SOLE 0 0 0 32501 Emerson Electric Co COM 291011104 222 4001 SH SOLE 0 0 0 4001 Energy Transfer Equity LP COM UT LTD PTN 29273V100 1571 24478 SH SOLE 0 0 0 24478 Exxon Mobil Corp COM 30231g102 2118 25460 SH SOLE 0 0 0 25460 Facebook Inc COM CL A 30303M102 285 3318 SH SOLE 0 0 0 3318 Fidelity MSCI HLTH CARE IDX 316092600 14911 422889 SH SOLE 0 0 0 422889 Fidelity MSCI INFO TECH IDX 316092808 14911 464809 SH SOLE 0 0 0 464809 Fidelity MSCI CONSM DIS 316092204 14911 488342 SH SOLE 0 0 0 488342 Fidelity MSCI CON STPLS IDX 316092303 14911 504434 SH SOLE 0 0 0 504434 Fidelity MSCI FIN IDX 316092501 14911 518468 SH SOLE 0 0 0 518468 FIRST TR EXCHANGE TRADED ALPHA FD HEALTHCARE ALPHA 33734X143 12666 188996 SH SOLE 0 0 0 188996 FIRST TR EXCHANGE TRADED ALPHA FD CONS STPLS ALPHA 33734X119 12666 283811 SH SOLE 0 0 0 283811 FIRST TR EXCHANGE TRADED ALPHA FD CONSUMR DISCRE 33734X101 12666 339584 SH SOLE 0 0 0 339584 FIRST TR EXCHANGE TRADED ALPHA FD TECHNOLOGY ALPHADX 33734X176 12666 354208 SH SOLE 0 0 0 354208 FIRST TR EXCHANGE TRADED ALPHA FD FINLS ALPHADEX 33734X135 12666 536261 SH SOLE 0 0 0 536261 FIRST TR EXCHANGE TRADED ALPHA FD DJ INTERNET IDX ETF 33733E302 2520 37510 SH SOLE 0 0 0 37510 FIRST TR EXCHANGE TRADED FD SENIOR LN FD 33738D309 5542 113356 SH SOLE 0 0 0 113356 FIRST TR EXCHANGE TRADED FD RBA QUAL IN ETF 33738R803 1342 61759 SH SOLE 0 0 0 61759 First Trust ETF NA ENERGY 33738D101 16492 650047 SH SOLE 0 0 0 650047 General Electric Co COM 369604103 13298 500480 SH SOLE 0 0 0 500480 Gilead Sciences Inc COM 375558103 7985 68200 SH SOLE 0 0 0 68200 Google Inc Cl A COM CL A 38259P508 4302 7967 SH SOLE 0 0 0 7967 Google Inc Cl C COM CL C 38259P706 241 462 SH SOLE 0 0 0 462 International Business Machine COM 459200101 524 3224 SH SOLE 0 0 0 3224 iShares Silver TR SILVER TR 46428Q109 353 23480 SH SOLE 0 0 0 23480 iShares TR NASDAQ BIOTECH 464287556 8302 23982 SH SOLE 0 0 0 23982 iShares TR DJ US HLTHCARE ETF 464287762 3174 20569 SH SOLE 0 0 0 20569 iShares TR GLOBAL HLTHCRE 464287325 203 1886 SH SOLE 0 0 0 1886 iShares TR AGG USBD ETF 464287226 32415 294478 SH SOLE 0 0 0 294478 iShares TR US CONS SRVC INDEX 464287580 7375 51146 SH SOLE 0 0 0 51146 iShares TR BARCLYS MBS BD 464288588 13942 126359 SH SOLE 0 0 0 126359 iShares TR GOV CRD BND ETF 464288596 4567 39455 SH SOLE 0 0 0 39455 iShares TR INTERMED CR BD ETF 464288638 4567 41269 SH SOLE 0 0 0 41269 iShares TR DJ US TECH SEC 464287721 13484 128468 SH SOLE 0 0 0 128468 iShares TR HIGH DIV US EQ 46429B663 8397 114133 SH SOLE 0 0 0 114133 iShares TR SELECT DIVID ETF 464287168 9221 119071 SH SOLE 0 0 0 119071 iShares TR SMALL CAP GRO 464287887 17543 133920 SH SOLE 0 0 0 133920 iShares TR S&P MIDCAP 400 464287507 16835 112246 SH SOLE 0 0 0 112246 iShares TR BARCLYS INTER GV 464288612 8080 72275 SH SOLE 0 0 0 72275 iShares TR NAT AMT FREE MUNI BD 464288414 11603 107227 SH SOLE 0 0 0 107227 iShares TR US PFD STK ETF 464288687 7790 194255 SH SOLE 0 0 0 194255 iShares TR US FINANCIALS ETF 464287788 7346 82498 SH SOLE 0 0 0 82498 iShares TR AGENCY BD FD 464288166 395 3459 SH SOLE 0 0 0 3459 iShares TR S&P INDEX 464287200 4141 19985 SH SOLE 0 0 0 19985 iShares TR BARCLYS 1-3 YR CR 464288646 2981 28297 SH SOLE 0 0 0 28297 iShares TR MSCI AC ASIA ETF 464288182 855 13587 SH SOLE 0 0 0 13587 iShares TR GLOBAL TECH ETF 464287291 203 2100 SH SOLE 0 0 0 2100 iShares TR GLOB CONS STPL ETF 464288737 203 2221 SH SOLE 0 0 0 2221 iShares TR GLOB CON DISC 464288745 7550 83451 SH SOLE 0 0 0 83451 iShares TR RUSSELL 1000 GRO 464287614 518 5235 SH SOLE 0 0 0 5235 iShares TR S&P SMALL CAP 600 464287804 536 4552 SH SOLE 0 0 0 4552 iShares TR MSCI Israel 464286632 460 8950 SH SOLE 0 0 0 8950 iShares TR BARCLYS 1-3 YR 464287457 733 8634 SH SOLE 0 0 0 8634 iShares TR RUS MID-CAP ETF 464287499 3174 18335 SH SOLE 0 0 0 18335 iShares TR RUS MDCP VAL ETF 464287473 3217 42754 SH SOLE 0 0 0 42754 iShares SHRT TRS BD ETF 464288679 395 3582 SH SOLE 0 0 0 3582 Johnson & Johnson COM 478160104 14248 146196 SH SOLE 0 0 0 146196 JPMorgan Chase & Co COM 46625h100 381 5617 SH SOLE 0 0 0 5617 Kimberly Clark Corp COM 494368103 6101 57572 SH SOLE 0 0 0 57572 Kinder Morgan Inc DEL COM 49456B101 11093 288957 SH SOLE 0 0 0 288957 KKR & Co LP DEL COM 48248M102 229 10000 SH SOLE 0 0 0 10000 Laclede Group Inc COM 505597104 210 4030 SH SOLE 0 0 0 4030 Lamar Advertising Co CL A 512816109 2553 44415 SH SOLE 0 0 0 44415 McDonalds Corp COM 580135101 5342 56187 SH SOLE 0 0 0 56187 Merck & Co Inc COM 58933y105 3218 56524 SH SOLE 0 0 0 56524 Mercury Computer Systems COM 589378108 395 26957 SH SOLE 0 0 0 26957 Microsoft Corp COM 594918104 354 8019 SH SOLE 0 0 0 8019 Mondelez Intl Inc CL A 609207105 6613 160733 SH SOLE 0 0 0 160733 Morgan Stanley COM 617446448 321 8284 SH SOLE 0 0 0 8284 Nuveen S & P 500 Buy-Write Inc COM 6706ER101 276 21537 SH SOLE 0 0 0 21537 Oracle Corp COM 68389x105 4964 123166 SH SOLE 0 0 0 123166 Pengrowth Energy Corp COM 70706P104 31 12297 SH SOLE 0 0 0 12297 PepsiCo Inc COM 713448108 9674 103641 SH SOLE 0 0 0 103641 Pfizer Inc COM 717081103 5175 154341 SH SOLE 0 0 0 154341 Phillips 66 Partners LP COM UNIT REP INT 718549207 338 4700 SH SOLE 0 0 0 4700 PIMCO ETF TR ENHAN SHRT MAT 72201R833 1378 13620 SH SOLE 0 0 0 13620 Procter & Gamble Co COM 742718109 370 4730 SH SOLE 0 0 0 4730 Schlumberger Ltd COM 806857108 224 2599 SH SOLE 0 0 0 2599 SemGroup Corp COM CL A 81663A105 5955 74925 SH SOLE 0 0 0 74925 Southern CO COM 842587107 284 6782 SH SOLE 0 0 0 6782 SPDR TR GOLD SHS 78463V107 846 7532 SH SOLE 0 0 0 7532 SPDR SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 395 9864 SH SOLE 0 0 0 9864 SPDR TR SBI HEALTHCARE 81369Y209 13563 187046 SH SOLE 0 0 0 187046 SPDR TR SBI INTL FINANCIAL 81369Y605 13568 562714 SH SOLE 0 0 0 562714 SPDR TR SBI CONS DISCR 81369Y407 13484 178952 SH SOLE 0 0 0 178952 SPDR TR SBI CONS STPLS 81369Y308 13561 278264 SH SOLE 0 0 0 278264 SPDR TR ASIA PACIF ETF 78463X301 7895 89694 SH SOLE 0 0 0 89694 SPDR TR BARC SHT TR CP 78464A474 4893 159918 SH SOLE 0 0 0 159918 SPDR TR SBI INT TECH 81369Y803 318 7677 SH SOLE 0 0 0 7677 SPDR INDEX SHS FDS S & P INTL CONS 78463X731 304 7622 SH SOLE 0 0 0 7622 SPDR INDEX SHS FDS INTL FINL ETF 78463X699 305 14349 SH SOLE 0 0 0 14349 SPDR INDEX SHS FDS INTL HLTH ETF 78463X681 305 5894 SH SOLE 0 0 0 5894 SPDR INDEX SHS FDS INTL TELEC ETF 78463X640 305 11854 SH SOLE 0 0 0 11854 Sprott Physical Gold TR UNIT 85207H104 3633 346899 SH SOLE 0 0 0 346899 Team Health Holdings Inc COM 87817A107 261 4000 SH SOLE 0 0 0 4000 TJX Cos Inc COM 872540109 255 3854 SH SOLE 0 0 0 3854 Unilever PLC SPON ADR 904767704 431 10030 SH SOLE 0 0 0 10030 United Technologies Corp COM 913017109 9342 84218 SH SOLE 0 0 0 84218 Vanguard BD Index Fund INTERMED TERM 921937819 225 2688 SH SOLE 0 0 0 2688 Vanguard Index Funds REIT ETF 922908553 10535 141048 SH SOLE 0 0 0 141048 Vanguard Index Funds GROWTH ETF 922908736 9598 89660 SH SOLE 0 0 0 89660 Vanguard Index Funds MID CAP ETF 922908629 337 2644 SH SOLE 0 0 0 2644 Verizon Communications Inc COM 92343v104 8379 179762 SH SOLE 0 0 0 179762 Visa Inc CL A 92826C839 11177 166456 SH SOLE 0 0 0 166456 Wal-Mart Stores Inc COM 931142103 331 4661 SH SOLE 0 0 0 4661 Wells Fargo & Co COM 949746101 310 5506 SH SOLE 0 0 0 5506 WisdomTree JAPAN HEDGE EQT 97717W851 3952 71701 SH SOLE 0 0 0 71701 WisdomTree KOREA HEDGE EQT 97717W372 516 24590 SH SOLE 0 0 0 24590 WisdomTree EUROPE HEDGED EQ 97717X701 14268 231663 SH SOLE 0 0 0 231663