0001352764-16-000017.txt : 20160512
0001352764-16-000017.hdr.sgml : 20160512
20160512115214
ACCESSION NUMBER: 0001352764-16-000017
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20160331
FILED AS OF DATE: 20160512
DATE AS OF CHANGE: 20160512
EFFECTIVENESS DATE: 20160512
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: 161642493
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
03-31-2016
03-31-2016
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
05-12-2016
0
127
615067
false
INFORMATION TABLE
2
bfp-13f-3_31_2016.xml
BEAUMONT FINANCIAL PARTNERS Q1 2016 13F
3M CO
COM
88579Y101
206
1248
SH
SOLE
0
0
0
1248
Abbott Laboratories
COM
002824100
5952
128481
SH
SOLE
0
0
0
128481
ABIOMED INC
COM
003654100
286
4000
SH
SOLE
0
0
0
4000
Aetna Inc New
COM
00817Y108
375
3519
SH
SOLE
0
0
0
3519
Allison Transmission Hldgs I
COM
01973R101
205
6430
SH
SOLE
0
0
0
6430
Alphabet Inc
CAP STK CL A
02079K305
4303
7758
SH
SOLE
0
0
0
7758
Alphabet Inc
CAP STK CL C
02079K107
250
457
SH
SOLE
0
0
0
457
American Intl Group Inc
COM NEW
026874784
10280
187620
SH
SOLE
0
0
0
187620
American Tower Corp
COM
03027X100
2969
31534
SH
SOLE
0
0
0
31534
Apple Inc
COM
037833100
2307
18543
SH
SOLE
0
0
0
18543
AT&T Inc
COM
00206r102
5402
165468
SH
SOLE
0
0
0
165468
Baxter Intl Inc
COM
071813109
7807
113974
SH
SOLE
0
0
0
113974
BCE Inc
COM NEW
05534b760
936
22100
SH
SOLE
0
0
0
22100
Berkshire Hathaway Inc Del
CL A
084670108
217
1
SH
SOLE
0
0
0
1
Berkshire Hathaway Inc Cl B
COM
084670702
682
4724
SH
SOLE
0
0
0
4724
Bristol-Myers Squibb Co
COM
110122108
392
6081
SH
SOLE
0
0
0
6081
Cabot Corp
COM
127055101
1505
33454
SH
SOLE
0
0
0
33454
Celgene Corp
COM
151020104
1382
11992
SH
SOLE
0
0
0
11992
Central FD CDA Ltd
CL A
153501101
6981
585172
SH
SOLE
0
0
0
585172
Cisco Systems Inc
COM
17275r102
3971
144282
SH
SOLE
0
0
0
144282
Coca-Cola Co
COM
191216100
334
8227
SH
SOLE
0
0
0
8227
Costco Whsl Corp New
COM
22160K105
201
1329
SH
SOLE
0
0
0
1329
CURRENCYSHARES AUSTRALIAN DL
AUSTRALIAN DOL
23129U101
2098
27332
SH
SOLE
0
0
0
27332
CVS Health Corp
COM
126650100
5255
50919
SH
SOLE
0
0
0
50919
Danaher Corp
COM
235851102
435
5126
SH
SOLE
0
0
0
5126
Disney Walt Co
COM
254687106
6490
61873
SH
SOLE
0
0
0
61873
Dominion Res Inc VA New
COM
25746U109
4522
63802
SH
SOLE
0
0
0
63802
EGA EMERGING GLOBAL SHS TR
EGSHARES EM STRG
268461621
568
24600
SH
SOLE
0
0
0
24600
EMC Corp Mass
COM
268648102
849
33230
SH
SOLE
0
0
0
33230
Emerson Elec Co
COM
291011104
338
5963
SH
SOLE
0
0
0
5963
Energy Transfer Equity LP
COM UT LTD PTN
29273V100
1254
19789
SH
SOLE
0
0
0
19789
Exxon Mobil Corp
COM
30231g102
2272
26728
SH
SOLE
0
0
0
26728
Facebook Inc
COM CL A
30303M102
273
3318
SH
SOLE
0
0
0
3318
Fidelity
MSCI INFO TECH IDX
316092808
18079
544536
SH
SOLE
0
0
0
544536
Fidelity
MSCI CONSM DIS
316092204
18079
582618
SH
SOLE
0
0
0
582618
Fidelity
MSCI CONSMR STAPLES
316092303
18128
572398
SH
SOLE
0
0
0
572398
Fidelity
MSCI INDL INDX
316092709
18079
636124
SH
SOLE
0
0
0
636124
Fidelity
MSCI UTILS INDEX
316092865
18103
568825
SH
SOLE
0
0
0
568825
FIRST TR EXCH TRD ALPHA FD I
EUROPE ALPHA
33737J117
758
24502
SH
SOLE
0
0
0
24502
FIRST TR EXCHANGE TRADED FD
CONSUMR STAPLE
33734X119
7825
169664
SH
SOLE
0
0
0
169664
FIRST TR EXCHANGE TRADED FD
CONSUMR DISCRE
33734X101
7825
222425
SH
SOLE
0
0
0
222425
FIRST TR EXCHANGE TRADED FD
TECH ALPHADX
33734X176
7825
237406
SH
SOLE
0
0
0
237406
FIRST TR EXCHANGE TRADED FD
DJ INTERNET IDX
33733E302
4925
73736
SH
SOLE
0
0
0
73736
FIRST TR EXCHANGE TRADED FD
SENIOR LN FD
33738D309
5348
108634
SH
SOLE
0
0
0
108634
FIRST TR EXCHANGE TRADED FD
NO AMER ENERGY
33738D101
17173
639118
SH
SOLE
0
0
0
639118
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
33734X150
7825
281877
SH
SOLE
0
0
0
281877
FIRST TR EXCHANGE TRADED FD
UTILITIES ALPH
33734X184
7825
301189
SH
SOLE
0
0
0
301189
FQF TR
O SHS FTSE EUR
351680848
2881
124093
SH
SOLE
0
0
0
124093
FQF TR
OSHARS FTSE US
351680855
8033
303699
SH
SOLE
0
0
0
303699
General Electric Co
COM
369604103
12715
512516
SH
SOLE
0
0
0
512516
General MLS INC
COM
370334104
230
4071
SH
SOLE
0
0
0
4071
Gilead Sciences Inc
COM
375558103
1680
17125
SH
SOLE
0
0
0
17125
Intel Corp
COM
458140100
251
8022
SH
SOLE
0
0
0
8022
International Business Machine
COM
459200101
514
3204
SH
SOLE
0
0
0
3204
iShares Silver TR
ISHARES
46428Q109
349
21900
SH
SOLE
0
0
0
21900
iShares TR
NASDAQ BIOTECH ETF
464287556
765
2229
SH
SOLE
0
0
0
2229
iShares TR
US HLTHCARE ETF
464287762
4829
34347
SH
SOLE
0
0
0
34347
iShares TR
CORE US AGGBD ET
464287226
29539
265689
SH
SOLE
0
0
0
265689
iShares TR
U.S. CNSM SV ETF
464287580
5378
36886
SH
SOLE
0
0
0
36886
iShares TR
GOV/CRD BD ETF
464288596
3259
28319
SH
SOLE
0
0
0
28319
iShares TR
INTERM CR BD ETF
464288638
547
4978
SH
SOLE
0
0
0
4978
iShares TR
CORE HIGH DV ETF
46429B663
9119
121602
SH
SOLE
0
0
0
121602
iShares TR
SELECT DIVID ETF
464287168
835
10713
SH
SOLE
0
0
0
10713
iShares TR
SP SMCP600GR ETF
464287887
16757
128753
SH
SOLE
0
0
0
128753
iShares TR
S&P MIDCAP 400
464287507
16566
109003
SH
SOLE
0
0
0
109003
iShares TR
BARCLYS INTER GV
464288612
836
7465
SH
SOLE
0
0
0
7465
iShares TR
NATIONAL MUN ETF
464288414
12279
111022
SH
SOLE
0
0
0
111022
iShares TR
CORE S&P 500 ETF
464287200
5204
25039
SH
SOLE
0
0
0
25039
iShares TR
1-3 YR CR BD ETF
464288646
3439
32589
SH
SOLE
0
0
0
32589
iShares TR
MSCI ACWI EX US
464288240
2519
63809
SH
SOLE
0
0
0
63809
iShares TR
RUS 1000 VAL ETF
464287598
426
4133
SH
SOLE
0
0
0
4435
iShares TR
CORE S&P SCP ETF
464287804
570
4852
SH
SOLE
0
0
0
4852
iShares TR
MSCI ISR CAP ETF
464286632
453
8950
SH
SOLE
0
0
0
8950
iShares TR
1-3 YR TR BD ETF
464287457
325
3825
SH
SOLE
0
0
0
3825
iShares TR
MSCI AC ASIA ETF
464288182
850
13287
SH
SOLE
0
0
0
13287
iShares TR
MBS ETF
464288588
338
3074
SH
SOLE
0
0
0
3074
iShares TR
MSCI EMG MKT ETF
464287234
2923
85179
SH
SOLE
0
0
0
85179
iShares TR
RUS 1000 GRW ETF
464287614
2114
21183
SH
SOLE
0
0
0
21183
iShares TR
RUS MDCP VAL ETF
464287473
4810
67813
SH
SOLE
0
0
0
67813
iShares TR
U.S. CNSM GD ETF
464287812
4810
42740
SH
SOLE
0
0
0
42740
iShares TR
GLB CNSM STP ETF
464288737
2843
29194
SH
SOLE
0
0
0
29194
iShares TR
PHLX SEMICND ETF
464287523
4810
52499
SH
SOLE
0
0
0
52499
iShares TR
TIPS BD ETF
464287176
5330
46490
SH
SOLE
0
0
0
46490
iShares
MSCI NETHERL ETF
464286814
546
22160
SH
SOLE
0
0
0
22160
iShares
RUS 1000 ETF
464287622
2617
22946
SH
SOLE
0
0
0
22946
Johnson & Johnson
COM
478160104
14529
144425
SH
SOLE
0
0
0
144425
JPMorgan Chase & Co
COM
46625h100
292
4824
SH
SOLE
0
0
0
4824
Kimberly Clark Corp
COM
494368103
7142
66679
SH
SOLE
0
0
0
66679
Kinder Morgan Inc Del
COM
49456B101
11796
280457
SH
SOLE
0
0
0
280457
KKR & Co L P DEL
COM UNITS
48248M102
228
10000
SH
SOLE
0
0
0
10000
Lamar Advertising Co New
CL A
512816109
4800
80988
SH
SOLE
0
0
0
80988
McDonalds Corp
COM
580135101
582
5974
SH
SOLE
0
0
0
5974
Merck & Co Inc New
COM
58933y105
3219
56007
SH
SOLE
0
0
0
56007
Mercury Computer Systems
COM
589378108
419
26957
SH
SOLE
0
0
0
26957
Microsoft Corp
COM
594918104
209
5130
SH
SOLE
0
0
0
5130
Mondelez Intl Inc
CL A
609207105
5650
156554
SH
SOLE
0
0
0
156554
Morgan Stanley
COM
617446448
314
8809
SH
SOLE
0
0
0
8809
Oracle Corp
COM
68389x105
5240
121444
SH
SOLE
0
0
0
121444
Pengrowth Energy Corp
COM
70706P104
34
11265
SH
SOLE
0
0
0
11265
PepsiCo Inc
COM
713448108
9522
99586
SH
SOLE
0
0
0
99586
Pfizer Inc
COM
717081103
5041
144892
SH
SOLE
0
0
0
144892
Phillips 66 Partners LP
COM UNIT REP INT
718549207
332
4700
SH
SOLE
0
0
0
4700
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
1479
14622
SH
SOLE
0
0
0
14622
Procter & Gamble Co
COM
742718109
361
4405
SH
SOLE
0
0
0
4405
SEMGROUP CORP
CL A
81663A105
5793
71218
SH
SOLE
0
0
0
71218
South Jersey Inds Inc
COM
838518108
4387
80816
SH
SOLE
0
0
0
80816
SPDR GOLD TRUST
GOLD SHS
78463V107
892
7852
SH
SOLE
0
0
0
7852
SPDR TR
SBI INT-UTILS
81369Y886
10199
205881
SH
SOLE
0
0
0
205881
SPDR TR
SBI CONS DISCR
81369Y407
10157
128468
SH
SOLE
0
0
0
128468
SPDR TR
SBI CONS STPLS
81369Y308
10164
191733
SH
SOLE
0
0
0
191733
SPDR TR
BARC SHT TR CP
78464A474
4876
158557
SH
SOLE
0
0
0
158557
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
10376
234410
SH
SOLE
0
0
0
234410
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
10153
183029
SH
SOLE
0
0
0
183029
Sprott Physical Gold Trust
UNIT
85207H104
3020
308807
SH
SOLE
0
0
0
308807
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
9920
200896
SH
SOLE
0
0
0
200896
Team Health Holdings Inc
COM
87817A107
234
4000
SH
SOLE
0
0
0
4000
TJX Cos Inc
COM
872540109
300
4276
SH
SOLE
0
0
0
4276
Unilever PLC
SPON ADR NEW
904767704
400
9600
SH
SOLE
0
0
0
9600
United Technologies Corp
COM
913017109
9682
82616
SH
SOLE
0
0
0
82616
Vanguard BD Index Fd Inc
INTERMED TERM
921937819
232
2688
SH
SOLE
0
0
0
2688
Vanguard Index Funds
REIT ETF
922908553
11545
136935
SH
SOLE
0
0
0
136935
Vanguard Index Funds
GROWTH ETF
922908736
9523
91036
SH
SOLE
0
0
0
91036
Vanguard Index Funds
MID CAP ETF
922908629
355
2676
SH
SOLE
0
0
0
2676
Verizon Communications Inc
COM
92343v104
8990
184873
SH
SOLE
0
0
0
184873
Visa Inc
CL A
92826C839
10729
164024
SH
SOLE
0
0
0
164024
Wal-Mart Stores Inc
COM
931142103
282
3427
SH
SOLE
0
0
0
3427
Wells Fargo & Co
COM
949746101
286
5249
SH
SOLE
0
0
0
5249