0001352764-21-000003.txt : 20210208
0001352764-21-000003.hdr.sgml : 20210208
20210208140844
ACCESSION NUMBER: 0001352764-21-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210208
DATE AS OF CHANGE: 20210208
EFFECTIVENESS DATE: 20210208
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: 21600775
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
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false
false
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0001352764
XXXXXXXX
12-31-2020
12-31-2020
Beaumont Financial Partners, LLC
250 1ST AVENUE
SUITE 101
NEEDHAM
MA
02494
13F HOLDINGS REPORT
028-11748
N
Michael Snyder
Chief Compliance Officer
7814002832
Michael Snyder
Needham
MA
02-08-2021
0
333
1126302
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INFORMATION TABLE
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Beaumont_Q4_2020_13F_Final.xml
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4099
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COM
00724F101
884
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COM
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5476
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ISHARES TR
MSCI EAFE ETF
464287465
1186
16261
SH
SOLE
0
16261
0
0
ISHARES TR
CORE S&P MCAP ETF
464287507
28244
122891
SH
SOLE
0
122891
0
0
ISHARES TR
EXPND TECH SFTWARE
464287515
227
641
SH
SOLE
0
641
0
0
ISHARES TR
PHLX SMICND ETF
464287523
567
1496
SH
SOLE
0
1496
0
0
ISHARES TR
NASDAQ BIOTECH
464287556
2367
15625
SH
SOLE
0
15625
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
326
2385
SH
SOLE
0
2385
0
0
ISHARES TR
RUS 1000 GRWTH ETF
464287614
588
2440
SH
SOLE
0
2440
0
0
ISHARES TR
RUS 1000 ETF
464287622
502
2370
SH
SOLE
0
2370
0
0
ISHARES TR
CORE S&P US GRWTH
464287671
443
4990
SH
SOLE
0
4990
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
1108
12051
SH
SOLE
0
12051
0
0
ISHARES TR
S7P SCP 600 GRWTH
464287887
32142
281501
SH
SOLE
0
281501
0
0
ISHARES TR
SHRT NAT MUNI ETF
464288158
2948
27273
SH
SOLE
0
27273
0
0
ISHARES TR
EAFE SML CP ETF
464288273
307
4495
SH
SOLE
0
4495
0
0
ISHARES TR
NATIONAL MUNI ETF
464288414
5506
46978
SH
SOLE
0
46978
0
0
ISHARES TR
GOV/CRED BD ETF
464288596
689
5469
SH
SOLE
0
5469
0
0
ISHARES TR
INTERM GOV CR ETF
464288612
364
3097
SH
SOLE
0
3097
0
0
ISHARES TR
BRD USD INV GR CB
464288620
303
4884
SH
SOLE
0
4884
0
0
ISHARES TR
ISHS 5-10YR INVT
464288638
303
4898
SH
SOLE
0
4898
0
0
ISHARES TR
ST CORP BD ETF
464288646
762
13810
SH
SOLE
0
13810
0
0
ISHARES TR
10-20 YR TRS ETF
464288653
1442
9060
SH
SOLE
0
9060
0
0
ISHARES TR
PFD AND INCM SEC
464288687
563
14587
SH
SOLE
0
14587
0
0
ISHARES TR
GLB CNS DISC ETF
464288745
391
2514
SH
SOLE
0
2514
0
0
ISHARES TR
US TRSRY BD
46429B267
348
12769
SH
SOLE
0
12769
0
0
ISHARES TR
AAA-A RTD CRP BD ETF
46429B291
951
16246
SH
SOLE
0
16246
0
0
ISHARES TR
FLT RATE BD ETF
46429B655
252
4978
SH
SOLE
0
4978
0
0
ISHARES TR
CORE HIGH DIVD ETF
46429B663
8105
92454
SH
SOLE
0
92454
0
0
ISHARES TR
MSCI USA MIN VOL FCT
46429B697
782
11516
SH
SOLE
0
11516
0
0
ISHARES TR
0-5 YR TIPS ETF
46429B747
27
261
SH
SOLE
0
261
0
0
ISHARES TR
MSCI USA QLTY FCTR
46432F339
285
2452
SH
SOLE
0
2452
0
0
ISHARES TR
MSCI USA MMENTM
46432F396
8882
55067
SH
SOLE
0
55067
0
0
ISHARES TR
CORE 1-5 YR USD BND
46432F859
299
5797
SH
SOLE
0
5797
0
0
ISHARES TR
CORE TTL USD BD MKT
46434V613
276
5064
SH
SOLE
0
5064
0
0
ISHARES TR
CORE DIVD GRW ETF
46434V621
4009
89450
SH
SOLE
0
89450
0
0
JOHN HANCOCK EXCHANGE TRADED FUND
MULTIFACTOR CO
47804J305
301
6566
SH
SOLE
0
6566
0
0
JOHN HANCOCK EXCHANGE TRADED FUND
MULTIFACTOR FI
47804J404
301
7254
SH
SOLE
0
7254
0
0
JOHN HANCOCK EXCHANGE TRADED FUND
MULTIFACTOR HE
47804J503
301
6964
SH
SOLE
0
6964
0
0
JOHN HANCOCK EXCHANGE TRADED FUND
MULTIFACTOR TE
47804J602
301
3824
SH
SOLE
0
3824
0
0
JOHN HANCOCK EXCHANGE TRADED FUND
MLTFACTR MATLS
47804J800
301
7530
SH
SOLE
0
7530
0
0
JOHN HANCOCK EXCHANGE TRADED FUND
MLTDCTR MEDIA
47804J826
301
8535
SH
SOLE
0
8535
0
0
JOHN HANCOCK EXCHANGE TRADED FUND
MLTFCTR CONSMR
47804J875
301
9310
SH
SOLE
0
9310
0
0
JOHNSON & JOHNSON
COM
478160104
23647
150257
SH
SOLE
0
150257
0
0
JPMORGAN EXCHANGE TRADED FUND
INTL BD OPP ETF
46641Q852
321
6180
SH
SOLE
0
6180
0
0
JPMORGAN CHASE & CO
COM
46625H100
2517
19811
SH
SOLE
0
19811
0
0
KIMBERLY CLARK CORP
COM
494368103
951
7052
SH
SOLE
0
7052
0
0
KKR & CO INC
COM
48251W104
421
10400
SH
SOLE
0
10400
0
0
KRANESHARES TR
CSI CHI INTERNET
500767306
351
4567
SH
SOLE
0
4567
0
0
KRANESHARES TR
BOSERA MSCI CH
500767405
753
16400
SH
SOLE
0
16400
0
0
LAM RESEARCH CORP
COM
512807108
2002
4240
SH
SOLE
0
4240
0
0
LILLY ELI & CO
COM
532457108
1460
8649
SH
SOLE
0
8649
0
0
LOCKHEED MARTIN CORP
COM
539830109
1019
2870
SH
SOLE
0
2870
0
0
LOWES COS INC
COM
548661107
18859
117495
SH
SOLE
0
117495
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
3101
8688
SH
SOLE
0
8688
0
0
MCDONALDS CORP
COM
580135101
20651
96238
SH
SOLE
0
96238
0
0
MERCK & CO. INC
COM
58933Y105
11796
144205
SH
SOLE
0
144205
0
0
METTLER TOLEDO INTERNATIONAL
COM
592688105
230
202
SH
SOLE
0
202
0
0
MICROSOFT CORP
COM
594918104
30992
139338
SH
SOLE
0
139338
0
0
MONDELEZ INTL INC
CL A
609207105
9732
166453
SH
SOLE
0
166453
0
0
NEXTERA ENERGY INC
COM
65339F101
3957
51293
SH
SOLE
0
51293
0
0
NIKE INC
CL B
654106103
340
2406
SH
SOLE
0
2406
0
0
NOVO-NORDISK A S ADR
ADR
670100205
488
6987
SH
SOLE
0
6987
0
0
NUSHARES ETF TR
NUVEEN ENHNC YLD
67092P102
7045
274104
SH
SOLE
0
274104
0
0
NUSHARES ETF TR
NUVEEN ESG LRGCP
67092P201
455
8073
SH
SOLE
0
8073
0
0
NUVEEN AMT FREE QLTY MUN INCME
COM
670657105
650
43060
SH
SOLE
0
43060
0
0
NUVEEN MUN CR OPPORTUNITIES FD
COM
670663103
613
47300
SH
SOLE
0
47300
0
0
NVIDIA CORPORATION
COM
67066G104
982
1881
SH
SOLE
0
1881
0
0
NXP SEMICONDUCTORS N V
COM
N6596X109
240
1510
SH
SOLE
0
1510
0
0
OMNICOM GROUP INC
COM
681919106
881
14133
SH
SOLE
0
14133
0
0
ORACLE CORP
COM
68389X105
805
12443
SH
SOLE
0
12443
0
0
OSHARES ETF TR
OSHARES US QUALT
67110P407
1303
34059
SH
SOLE
0
34059
0
0
PACER FDS TR
BNCHMRK INFRA
69374H741
6659
185751
SH
SOLE
0
185751
0
0
PALANTIR TECHNOLOGIES INC
CL A
69608A108
4723
200532
SH
SOLE
0
200532
0
0
PARKER-HANNIFIN CORP
COM
701094104
311
1140
SH
SOLE
0
1140
0
0
PAYCHEX INC
COM
704326107
547
5867
SH
SOLE
0
5867
0
0
PAYCOM SOFTWARE INC
COM
70432V102
460
1017
SH
SOLE
0
1017
0
0
PAYPAL HLDGS INC
COM
70450Y103
9048
38635
SH
SOLE
0
38635
0
0
PEPSICO INC
COM
713448108
15644
105491
SH
SOLE
0
105491
0
0
PFIZER INC
COM
717081103
1255
34086
SH
SOLE
0
34086
0
0
PIMCO ETF TR
15+ YR US TIP
72201R304
991
11185
SH
SOLE
0
11185
0
0
PIMCO ETF TR
EHHAN SHRT MA ACT
72201R833
614
6015
SH
SOLE
0
6015
0
0
PIMCO ETF TR
INTER MUN BD ACT
72201R866
3631
64004
SH
SOLE
0
64004
0
0
PROCTER AND GAMBLE CO
COM
742718109
2467
17729
SH
SOLE
0
17729
0
0
PROGRESSIVE CORP
COM
743315103
5945
60122
SH
SOLE
0
60122
0
0
PROSHARES TR
S&P500 DV ARIST
74348A467
651
8147
SH
SOLE
0
8147
0
0
QUALCOMM INC
COM
747525103
1511
9920
SH
SOLE
0
9920
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
1620
22660
SH
SOLE
0
22660
0
0
REPUBLIC SVCS INC
COM
760759100
372
3858
SH
SOLE
0
3858
0
0
S&P GLOBAL INC
COM
78409V104
768
2336
SH
SOLE
0
2336
0
0
SALESFORCE COM INC
COM
79466L302
673
3023
SH
SOLE
0
3023
0
0
SCHWAB U.S. BROAD MARKET ETF
US BRD MKT ETF
808524102
273
3001
SH
SOLE
0
3001
0
0
SCHWAB U.S. LARGE-CAP ETF
US LRG CAP ETF
808524201
1791
19695
SH
SOLE
0
19695
0
0
SCHWAB U.S. MID-CAP ETF
US MID-CAP ETF
808524508
496
7271
SH
SOLE
0
7271
0
0
SCHWAB US DIVIDEND EQUITY ETF
US DIVIDEND EQ
808524797
849
13235
SH
SOLE
0
13235
0
0
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
1335
18437
SH
SOLE
0
18437
0
0
SELECT SECTOR SPDR TR
HEALTHCARE
81369Y209
1848
16289
SH
SOLE
0
16289
0
0
SELECT SECTOR SPDR TR
CONS STPLS
81369Y308
3755
55675
SH
SOLE
0
55675
0
0
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
1661
10329
SH
SOLE
0
10329
0
0
SELECT SECTOR SPDR TR
FINANCIALS
81369Y605
1720
58336
SH
SOLE
0
58336
0
0
SELECT SECTOR SPDR TR
INDUSTRIALS
81369Y704
8585
96964
SH
SOLE
0
96964
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
2234
17189
SH
SOLE
0
17189
0
0
SELECT SECTOR SPDR TR
COMM SRVCS
81369Y852
1494
22125
SH
SOLE
0
22125
0
0
SELECT SECTOR SPDR TR
RL EST SEL SEC
81369Y860
8745
239210
SH
SOLE
0
239210
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
8741
139408
SH
SOLE
0
139408
0
0
SHERWIN WILLIAMS CO
COM
824348106
268
364
SH
SOLE
0
364
0
0
SONY CORP
SPONSORED ADR
835699307
12794
126544
SH
SOLE
0
126544
0
0
SOUTHERN CO
COM
842587107
517
8413
SH
SOLE
0
8413
0
0
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
600
1961
SH
SOLE
0
1961
0
0
SPDR GOLD TR
GOLD SHS
78463V107
439
2464
SH
SOLE
0
2464
0
0
SPDR INDEX SHS FDS
LOW CARBON ETF
78463X194
299
2620
SH
SOLE
0
2620
0
0
SPDR INDEX SHS FDS
S&P GLB NTRL RES
78463X541
6189
138200
SH
SOLE
0
138200
0
0
SPDR INDEX SHS FDS
PORTFOLIO DEVLD XUS
78463X889
3606
106835
SH
SOLE
0
106835
0
0
SPDR PORTFOLIO AGGREGATE BOND ETF
PORTFOLIO AGRGTE
78464A649
482
15649
SH
SOLE
0
15649
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1389
3716
SH
SOLE
0
3716
0
0
SPDR S&P DIVIDEND ETF
S&P DIVID ETF
78464A763
442
4169
SH
SOLE
0
4169
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
1155
2751
SH
SOLE
0
2751
0
0
SPDR SER TR
PORTFOLIO SHRT
78464A474
404
12865
SH
SOLE
0
12865
0
0
SPDR SER TR
BLMBG BC EM LCL BD
78464A391
381
13575
SH
SOLE
0
13575
0
0
SPDR SER TR
COMP SOFTWARE
78464A599
689
4468
SH
SOLE
0
4468
0
0
SPDR SER TR
PORTFOLIO LN TSR
78464A664
1382
30626
SH
SOLE
0
30626
0
0
SPDR SER TR
S&P 600 SML CAP
78464A813
262
3299
SH
SOLE
0
3299
0
0
SPDR SER TR
S&P BIOTECH
78464A870
614
4363
SH
SOLE
0
4363
0
0
SPDR SER TR
PORTFOLIO SH TRSY
78468R101
297
9669
SH
SOLE
0
9669
0
0
SPDR SER TR
NUVEEN BARC MUNIC
78468R721
733
13972
SH
SOLE
0
13972
0
0
SPDR SER TR
SSGA GNDER ETF
78468R747
324
3610
SH
SOLE
0
3610
0
0
SPIRE INC
COM
84857L101
1114
17396
SH
SOLE
0
17396
0
0
SPROTT PHYSICAL GOLD & SILVER
TR UNIT
85208R101
20233
1045645
SH
SOLE
0
1045645
0
0
SPROTT PHYSICAL GOLD TR
UNIT
85207H104
4815
319117
SH
SOLE
0
319117
0
0
SPROTT PHYSICAL SILVER TR
TR UNIT
85207K107
174
18680
SH
SOLE
0
18680
0
0
SSGA ACTIVE ETF TR
BLKSTN GSOSRLN
78467V608
10265
224871
SH
SOLE
0
224871
0
0
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
22650
459606
SH
SOLE
0
459606
0
0
SSGA ACTIVE TR
SPDR DBLELN SHRT
78470P200
513
10286
SH
SOLE
0
10286
0
0
STAG INDL INC
COM
85254J102
219
7000
SH
SOLE
0
7000
0
0
STARBUCKS CORP
COM
855244109
454
4241
SH
SOLE
0
4241
0
0
STERIS PLC
SHS USD
G8473T100
354
1869
SH
SOLE
0
1869
0
0
STRYKER CORPORATION
COM
863667101
630
2572
SH
SOLE
0
2572
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
252
2307
SH
SOLE
0
2307
0
0
TESLA INC
COM
88160R101
294
416
SH
SOLE
0
416
0
0
TEXAS INSTRS INC
COM
882508104
978
5959
SH
SOLE
0
5959
0
0
THERAPEUTICSMD INC
COM
88338N107
42
35000
SH
SOLE
0
35000
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
1039
2231
SH
SOLE
0
2231
0
0
TJX COS INC
COM
872540109
3480
50961
SH
SOLE
0
50961
0
0
UNILEVER PLC
SPONS ADR NEW
904767704
459
7609
SH
SOLE
0
7609
0
0
UNION PAC CORP
COM
907818108
1622
7792
SH
SOLE
0
7792
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
401
2383
SH
SOLE
0
2383
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
1841
5249
SH
SOLE
0
5249
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
465
5604
SH
SOLE
0
5604
0
0
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
12184
138152
SH
SOLE
0
138152
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
46683
135828
SH
SOLE
0
135828
0
0
VANGUARD INDEX FDS
EXT MRKT IDX
922908652
8084
49091
SH
SOLE
0
49091
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
2351
27679
SH
SOLE
0
27679
0
0
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
1591
9055
SH
SOLE
0
9055
0
0
VANGUARD INDEX FDS
SMALL CAP ETF
922908751
321
1647
SH
SOLE
0
1647
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
30249
119399
SH
SOLE
0
119399
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
4076
34267
SH
SOLE
0
34267
0
0
VANGUARD INDEX FDS
DIV APPREC IDX
921908844
208
1476
SH
SOLE
0
1476
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
857
4402
SH
SOLE
0
4402
0
0
VANGUARD INTL EQUITY INDEX FD
TT WRLD ST ETF
922042742
33873
365876
SH
SOLE
0
365876
0
0
VANGUARD INTL EQUITY INDEX FD
FTSE EMR MKT ETF
922042858
1939
38700
SH
SOLE
0
38700
0
0
VANGUARD INTL EQUITY INDEX FD
TT INTNL BD
92203J407
253
4317
SH
SOLE
0
4317
0
0
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
2493
40475
SH
SOLE
0
40475
0
0
VANGUARD SCOTTSDALE FDS
SHORT TERM CB IDX
92206C409
239
2876
SH
SOLE
0
2876
0
0
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
92206C680
386
1557
SH
SOLE
0
1557
0
0
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
604
12796
SH
SOLE
0
12796
0
0
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
511
2510
SH
SOLE
0
2510
0
0
VANGUARD WORLD FD
MEGA CAP INDEX
921910873
8778
65778
SH
SOLE
0
65778
0
0
VERASTEM INC
COM
92337C104
38
18000
SH
SOLE
0
18000
0
0
VERISIGN INC
COM
92343E102
330
1525
SH
SOLE
0
1525
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
1007
17137
SH
SOLE
0
17137
0
0
VICOR CORP
COM
925815102
231
2500
SH
SOLE
0
2500
0
0
VISA INC COM
CL A
92826C839
16519
75521
SH
SOLE
0
75521
0
0
WALMART INC
COM
931142103
797
5531
SH
SOLE
0
5531
0
0
WISDOMTREE TR
EM EX ST-OWNED
97717X578
12060
303991
SH
SOLE
0
303991
0
0
WISDOMTREE TR
US QTLY DIV GRT
97717X669
7948
147293
SH
SOLE
0
147293
0
0
WISDOMTREE TR
CHINA DIV EX FIN
97717X719
1616
24565
SH
SOLE
0
24565
0
0
YUM BRANDS INC
COM
988498101
254
2335
SH
SOLE
0
2335
0
0