0001352764-17-000004.txt : 20170208
0001352764-17-000004.hdr.sgml : 20170208
20170208121757
ACCESSION NUMBER: 0001352764-17-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20161231
FILED AS OF DATE: 20170208
DATE AS OF CHANGE: 20170208
EFFECTIVENESS DATE: 20170208
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: 17581584
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
12-31-2016
12-31-2016
Beaumont Financial Partners, LLC
250 1ST AVENUE
SUITE 101
NEEDHAM
MA
02494
13F HOLDINGS REPORT
028-11748
N
Jennifer Schnare
Compliance Associate
781-400-2857
Jennifer Schnare
Needham
MA
02-08-2017
0
153
661287
false
INFORMATION TABLE
2
Q4_2016_13F_FINAL_BEAUMONT.xml
Q4 2016 13F BEAUMONT FINANCIAL PARTNERS
3M CO
COM
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279
1564
SH
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0
0
1564
Abbott Laboratories
COM
002824100
4931
128382
SH
SOLE
0
0
0
128382
Abbvie Inc
COM
00287Y109
315
5032
SH
SOLE
0
0
0
5032
ABIOMED INC
COM
003654100
256
2275
SH
SOLE
0
0
0
2275
Alphabet Inc
CAP STK CL A
02079K305
9112
11498
SH
SOLE
0
0
0
11498
Alphabet Inc
CAP STK CL C
02079K107
355
460
SH
SOLE
0
0
0
460
Amazon Com Inc
COM
023135106
406
542
SH
SOLE
0
0
0
542
American Intl Group Inc
COM NEW
026874784
13122
200926
SH
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0
0
0
200926
American Tower Corp New
COM
03027X100
560
5303
SH
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5303
Apple Inc
COM
037833100
10747
92795
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AT&T Inc
COM
00206r102
8301
195192
SH
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0
0
195192
BANK AMER CORP
COM
060505104
208
9424
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9424
BCE Inc
COM NEW
05534b760
587
13580
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13580
Berkshire Hathaway Inc Del
CL A
084670108
244
1
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1
Berkshire Hathaway Inc Cl B
COM
084670702
11050
67802
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67802
Bristol-Myers Squibb Co
COM
110122108
450
7707
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7707
Celgene Corp
COM
151020104
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11690
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Central FD CDA Ltd
CL A
153501101
6751
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Chevron Corp New
COM
166764100
372
3157
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3157
Cisco Systems Inc
COM
17275r102
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131476
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131476
Coca-Cola Co
COM
191216100
341
8222
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Constellation Brands INC
CL A
21036P108
316
2061
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Costco Whsl Corp New
COM
22160K105
237
1481
SH
SOLE
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0
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1481
Danaher Corp
COM
235851102
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56345
SH
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56345
DBX ETF TR
MSCI EUROZONE HD
233051697
1263
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Dell Technologies Inc
COM CL V
24703L103
375
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Disney Walt Co
COM
254687106
248
2380
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2380
Dominion Res Inc VA New
COM
25746U109
5579
72841
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0
0
72841
Dow Chem Co
COM
260543103
9718
169837
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Edgewater Technology Inc
COM
280358102
246
32780
SH
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0
32780
Emerson Elec Co
COM
291011104
237
4245
SH
SOLE
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0
0
4245
ETFS GOLD TR
SHS
26922Y105
201
1800
SH
SOLE
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1800
Exxon Mobil Corp
COM
30231g102
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Facebook Inc
COM CL A
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5063
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MSCI INFO TECH I
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MSCI CONSM DIS
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MSCI INDL INDX
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MSCI ENERGY IDX
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MSCI FINLS IDX
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COM
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OSHARS FTSE US
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FQF TR
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COM
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Home Depot
COM
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COM
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COM
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Intel Corp
COM
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ISHARES
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U.S. CNSM SV ETF
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MSCI ACWI EX US
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MSCI ACWI ETF
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CORE S&P SCP ETF
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iShares TR
MSCI ISR CAP ETF
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iShares TR
MSCI EAFE ETF
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iShares TR
MSCI EMG MKT ETF
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iShares TR
RUS 1000 GRW ETF
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iShares TR
RUS MDCP VAL ETF
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iShares TR
PHLX SEMICND ETF
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iShares TR
U.S. INDS ETF
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iShares TR
DOW JONES US ETF
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iShares TR
Russell 2000 ETF
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282
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SH
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0
2092
iShares TR
GOV/CRED BD ETF
464288596
355
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SH
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0
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iShares TR
SHRT NAT MUN ETF
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SH
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iShares
RUS 1000 ETF
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SOLE
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iShares
MSCI EURZONE ETF
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iShares TR
GLOBAL ENERG ETF
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iShares TR
GLOB INDSTRL ETF
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iShares TR
GLOBAL FINLS ETF
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iShares TR
GLOBAL TECH ETF
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28873
iShares TR
U.S. TECH ETF
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SOLE
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iShares TR
MBS ETF
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355
3338
SH
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3338
iShares TR
GLOBAL MATER ETF
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250
4566
SH
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iShares TR
GLB CNS DISC ETF
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250
2776
SH
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2776
iShares TR
0-5 YR TIPS ETF
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SH
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3028
iShares
MSCI BRZ CAP ETF
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SH
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Johnson & Johnson
COM
478160104
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SH
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JPMorgan Chase & Co
COM
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SH
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Kimberly Clark Corp
COM
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744
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SH
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KKR & Co L P DEL
COM UNITS
48248M102
154
10000
SH
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10000
Lennar Corp
CL A
526057104
383
8928
SH
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8928
Lowes Cos Inc
COM
548661107
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SH
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59035
McDonalds Corp
COM
580135101
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106871
Merck & Co Inc New
COM
58933y105
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SH
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MFS Mun Income TR
SH BEN INT
552738106
71
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SH
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10747
Microsoft Corp
COM
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401
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SH
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Mondelez Intl Inc
CL A
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Morgan Stanley
COM
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402
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SH
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Nuveen Amt Free Qlty Mun Inc
COM
670657105
151
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SH
SOLE
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0
11307
NUSHARES ETF TR
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67092P102
1870
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Pengrowth Energy Corp
COM
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12966
PepsiCo Inc
COM
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105955
Pfizer Inc
COM
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238
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PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
1116
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0
0
11010
PIMCO ETF TR
INTER MUN MB ACT
72201R866
16016
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SOLE
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305657
Procter & Gamble Co
COM
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577
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Qualcomm Inc
COM
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9620
Royal Dutch Shell Plc
SPONS ADR A
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COM
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US DIVIDEND EQ
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426
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9789
Schwab Strategic Tr
US SML CAP ETF
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231
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Southern Co
COM
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4224
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SPDR TR
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SPDR Dow Jones Indl Avrg ETF
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SOLE
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1205
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TR UNIT
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2328
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S&P DIVID ETF
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11047
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NUVEEN BRC MUNIC
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