Chief Compliance Officer

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 LIVE false false false 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 false INFORMATION TABLE 2 Beaumont_Q4_2020_13F_Final.xml BEAUMONT Q4 2020 13F SUBMISSION 3M CO COM 88579Y101 1010 5776 SH SOLE 0 5776 0 0 ABBOTT LABS COM 002824100 12173 111177 SH SOLE 0 111177 0 0 ABBVIE INC COM 00287Y109 903 8428 SH SOLE 0 8428 0 0 ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 285 15600 SH SOLE 0 15600 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1071 4099 SH SOLE 0 4099 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 884 1768 SH SOLE 0 1768 0 0 AFLAC INC COM 001055102 244 5476 SH SOLE 0 5476 0 0 AIR PRODS & CHEMS INC COM 009158106 525 1921 SH SOLE 0 1921 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 280 1202 SH SOLE 0 1202 0 0 ALITHYA GROUP INC CL A SUB VTG 01643B106 39 18608 SH SOLE 0 18608 0 0 ALLSTATE CORP COM 020002101 376 3419 SH SOLE 0 3419 0 0 ALPHABET INC CAP STK CL C 02079K107 1917 1094 SH SOLE 0 1094 0 0 ALPHABET 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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