Chief Compliance Officer

0001352764-21-000005.txt : 20210504 0001352764-21-000005.hdr.sgml : 20210504 20210504165038 ACCESSION NUMBER: 0001352764-21-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210504 DATE AS OF CHANGE: 20210504 EFFECTIVENESS DATE: 20210504 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: 21889398 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 true 0001352764 XXXXXXXX 03-31-2021 03-31-2021 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 05-04-2021 0 337 1180424 false INFORMATION TABLE 2 Beaumont_Q1_2021_13F_Final.xml BEAUMONT Q1 2021 13F SUBMISSION 3M CO COM 88579Y101 998 5177 SH SOLE 0 5776 0 0 ABBOTT LABS COM 002824100 13285 110857 SH SOLE 0 110857 0 0 ABBVIE INC COM 00287Y109 863 7979 SH SOLE 0 7979 0 0 ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 256 15600 SH SOLE 0 15600 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1125 4073 SH SOLE 0 4073 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 820 1725 SH SOLE 0 1725 0 0 AERCAP HOLDINGS NV SHS CLASS A N00985106 223 3795 SH SOLE 0 3795 0 0 AFLAC INC COM 001055102 278 5436 SH SOLE 0 5436 0 0 AIR PRODS & CHEMS INC COM 009158106 539 1914 SH SOLE 0 1914 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 520 2293 SH SOLE 0 2293 0 0 ALITHYA GROUP INC CL A SUB VTG 01643B106 45 18608 SH SOLE 0 18608 0 0 ALLSTATE CORP COM 020002101 385 3352 SH SOLE 0 3352 0 0 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CP ETF 464287242 261 2004 SH SOLE 0 2004 0 0 ISHARES TR S&P500 GROWTH ETF 464287309 642 9860 SH SOLE 0 9860 0 0 ISHARES TR S&P 500 VALUE ETF 464287408 413 2921 SH SOLE 0 2921 0 0 ISHARES TR BARCLAYS 7-10 YR 464287440 4568 40452 SH SOLE 0 40452 0 0 ISHARES TR 1-3 YR TREAS BOND 464287457 1315 15241 SH SOLE 0 15241 0 0 ISHARES TR MSCI EAFE ETF 464287465 1168 15390 SH SOLE 0 15390 0 0 ISHARES TR CORE S&P MCAP ETF 464287507 32044 123115 SH SOLE 0 123115 0 0 ISHARES TR EXPND TECH SFTWARE 464287515 223 653 SH SOLE 0 653 0 0 ISHARES TR NASDAQ BIOTECH 464287556 2292 15222 SH SOLE 0 15222 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 448 2958 SH SOLE 0 2958 0 0 ISHARES TR RUS 1000 GRWTH ETF 464287614 679 2792 SH SOLE 0 2792 0 0 ISHARES TR RUS 1000 ETF 464287622 530 2370 SH SOLE 0 2370 0 0 ISHARES TR CORE S&P US GRWTH 464287671 453 4990 SH SOLE 0 4990 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1250 11516 SH SOLE 0 11516 0 0 ISHARES TR S7P SCP 600 GRWTH 464287887 22591 176177 SH SOLE 0 176177 0 0 ISHARES TR SHRT NAT MUNI ETF 464288158 3135 29073 SH SOLE 0 29073 0 0 ISHARES TR EAFE SML CP ETF 464288273 1357 18872 SH SOLE 0 18872 0 0 ISHARES TR NATIONAL MUNI ETF 464288414 5645 48639 SH SOLE 0 48639 0 0 ISHARES TR GOV/CRED BD ETF 464288596 1040 8667 SH SOLE 0 8667 0 0 ISHARES TR INTERM GOV CR ETF 464288612 1354 11793 SH SOLE 0 11793 0 0 ISHARES TR ST CORP BD ETF 464288646 1118 20448 SH SOLE 0 20448 0 0 ISHARES TR PFD AND INCM SEC 464288687 228 5938 SH SOLE 0 5938 0 0 ISHARES TR US TRSRY BD 46429B267 245 9363 SH SOLE 0 9363 0 0 ISHARES TR AAA-A RTD CRP BD ETF 46429B291 896 16166 SH SOLE 0 16166 0 0 ISHARES TR FLT RATE BD ETF 46429B655 253 4978 SH SOLE 0 4978 0 0 ISHARES TR CORE HIGH DIVD ETF 46429B663 8497 89547 SH SOLE 0 89547 0 0 ISHARES TR MSCI USA MIN VOL FCT 46429B697 8979 129786 SH SOLE 0 129786 0 0 ISHARES TR MSCI USA QLTY FCTR 46432F339 299 2452 SH SOLE 0 2452 0 0 ISHARES TR MSCI USA MMENTM 46432F396 214 1332 SH SOLE 0 1332 0 0 ISHARES TR CORE 1-5 YR USD BND 46432F859 294 5731 SH SOLE 0 5731 0 0 ISHARES TR CORE TTL USD BD MKT 46434V613 267 5064 SH SOLE 0 5064 0 0 ISHARES TR CORE DIVD GRW ETF 46434V621 11342 234960 SH SOLE 0 234960 0 0 ISHARES TR IBONDS DEC21 ETF 46434VBK5 298 12000 SH SOLE 0 12000 0 0 JOHN HANCOCK EXCHANGE TRADED FUND MULTIFACTOR CO 47804J305 293 5857 SH SOLE 0 5857 0 0 JOHN HANCOCK EXCHANGE TRADED FUND MULTIFACTOR FI 47804J404 309 6568 SH SOLE 0 6568 0 0 JOHN HANCOCK EXCHANGE TRADED FUND MULTIFACTOR HE 47804J503 280 6302 SH SOLE 0 6302 0 0 JOHN HANCOCK EXCHANGE TRADED FUND MULTIFACTOR TE 47804J602 283 3442 SH SOLE 0 3442 0 0 JOHN HANCOCK EXCHANGE TRADED FUND MULTIFACTOR ENRGY 47804J701 324 17223 SH SOLE 0 17223 0 0 JOHN HANCOCK EXCHANGE TRADED FUND MLTFACTR MATLS 47804J800 303 6799 SH SOLE 0 6799 0 0 JOHN HANCOCK EXCHANGE TRADED FUND MLTDCTR MEDIA 47804J826 289 7792 SH SOLE 0 7792 0 0 JOHN HANCOCK EXCHANGE TRADED FUND MLTFCTR CONSMR 47804J875 297 8752 SH SOLE 0 8752 0 0 JOHNSON & JOHNSON COM 478160104 25043 152377 SH SOLE 0 152377 0 0 JPMORGAN EXCHANGE TRADED FUND INTL BD OPP ETF 46641Q852 317 6180 SH SOLE 0 6180 0 0 JPMORGAN CHASE & CO COM 46625H100 2939 19306 SH SOLE 0 19306 0 0 KIMBERLY CLARK CORP COM 494368103 957 6880 SH SOLE 0 6880 0 0 KKR & CO INC COM 48251W104 508 10400 SH SOLE 0 10400 0 0 KRANESHARES TR CSI CHI INTERNET 500767306 326 4267 SH SOLE 0 4267 0 0 KRANESHARES TR BOSERA MSCI CH 500767405 726 16400 SH SOLE 0 16400 0 0 LAM RESEARCH CORP COM 512807108 2516 4227 SH SOLE 0 4227 0 0 LAUDER ESTEE COS INC CL A 518439104 239 820 SH SOLE 0 820 0 0 LILLY ELI & CO COM 532457108 1613 8633 SH SOLE 0 8633 0 0 LOCKHEED MARTIN CORP COM 539830109 1057 2861 SH SOLE 0 2861 0 0 LOWES COS INC COM 548661107 22411 117839 SH SOLE 0 117839 0 0 MASTERCARD INCORPORATED CL A 57636Q104 3070 8623 SH SOLE 0 8623 0 0 MCDONALDS CORP COM 580135101 21966 98001 SH SOLE 0 98001 0 0 MERCK & CO. INC COM 58933Y105 12341 160082 SH SOLE 0 160082 0 0 MICROSOFT CORP COM 594918104 33874 143673 SH SOLE 0 143673 0 0 MONDELEZ INTL INC CL A 609207105 10215 174524 SH SOLE 0 174524 0 0 MORGAN STANLEY COM NEW 617446448 207 2663 SH SOLE 0 2663 0 0 NETFLIX INC COM 64110L106 345 662 SH SOLE 0 662 0 0 NEXTERA ENERGY INC COM 65339F101 3953 52277 SH SOLE 0 52277 0 0 NOVO-NORDISK A S ADR ADR 670100205 471 6987 SH SOLE 0 6987 0 0 NUSHARES ETF TR NUVEEN ENHNC YLD 67092P102 6649 269119 SH SOLE 0 269119 0 0 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 468 8073 SH SOLE 0 8073 0 0 NUVEEN AMT FREE QLTY MUN INCME COM 670657105 282 19060 SH SOLE 0 19060 0 0 NUVEEN MUN CR OPPORTUNITIES FD COM 670663103 196 14000 SH SOLE 0 14000 0 0 NVIDIA CORPORATION COM 67066G104 1000 1873 SH SOLE 0 1873 0 0 NXP SEMICONDUCTORS N V COM N6596X109 305 1513 SH SOLE 0 1513 0 0 ORACLE CORP COM 68389X105 735 10477 SH SOLE 0 10477 0 0 OSHARES ETF TR OSHARES US QUALT 67110P407 5133 128638 SH SOLE 0 128638 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 4695 201604 SH SOLE 0 201604 0 0 PARKER-HANNIFIN CORP COM 701094104 359 1138 SH SOLE 0 1138 0 0 PAYCHEX INC COM 704326107 572 5836 SH SOLE 0 5836 0 0 PAYCOM SOFTWARE INC COM 70432V102 377 1018 SH SOLE 0 1018 0 0 PAYPAL HLDGS INC COM 70450Y103 13893 57211 SH SOLE 0 57211 0 0 PEPSICO INC COM 713448108 15510 109649 SH SOLE 0 109649 0 0 PERKINELMER INC COM 714046109 5313 41417 SH SOLE 0 41417 0 0 PFIZER INC COM 717081103 977 26965 SH SOLE 0 26965 0 0 PIMCO ETF TR EHHAN SHRT MA ACT 72201R833 604 5930 SH SOLE 0 5930 0 0 PIMCO ETF TR INTER MUN BD ACT 72201R866 3636 64699 SH SOLE 0 64699 0 0 PROCTER AND GAMBLE CO COM 742718109 2255 16654 SH SOLE 0 16654 0 0 PROGRESSIVE CORP COM 743315103 5998 62739 SH SOLE 0 62739 0 0 PROSHARES TR S&P500 DV ARIST 74348A467 682 7911 SH SOLE 0 7911 0 0 QUALCOMM INC COM 747525103 1280 9657 SH SOLE 0 9657 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1695 21932 SH SOLE 0 21932 0 0 REPUBLIC SVCS INC COM 760759100 383 3852 SH SOLE 0 3852 0 0 ROBLOX CORP CL A 771049103 502 7750 SH SOLE 0 7750 0 0 S&P GLOBAL INC COM 78409V104 867 2456 SH SOLE 0 2456 0 0 SALESFORCE COM INC COM 79466L302 606 2861 SH SOLE 0 2861 0 0 SCHWAB CHARLES CORP COM 808513105 217 3324 SH SOLE 0 3324 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 1889 19670 SH SOLE 0 19670 0 0 SCHWAB U.S. MID-CAP ETF US MID-CAP ETF 808524508 486 6532 SH SOLE 0 6532 0 0 SCHWAB US DIVIDEND EQUITY ETF US DIVIDEND EQ 808524797 916 12556 SH SOLE 0 12556 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 1336 16965 SH SOLE 0 16965 0 0 SELECT SECTOR SPDR TR HEALTHCARE 81369Y209 1808 15483 SH SOLE 0 15483 0 0 SELECT SECTOR SPDR TR CONS STPLS 81369Y308 3722 54479 SH SOLE 0 54479 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1246 7416 SH SOLE 0 7416 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 1441 29367 SH SOLE 0 29367 0 0 SELECT SECTOR SPDR TR FINANCIALS 81369Y605 1857 54537 SH SOLE 0 54537 0 0 SELECT SECTOR SPDR TR INDUSTRIALS 81369Y704 8022 81483 SH SOLE 0 81483 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1435 10801 SH SOLE 0 10801 0 0 SELECT SECTOR SPDR TR COMM SRVCS 81369Y852 1514 20641 SH SOLE 0 20641 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 1242 31446 SH SOLE 0 31446 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 7440 116173 SH SOLE 0 116173 0 0 SHERWIN WILLIAMS CO COM 824348106 416 564 SH SOLE 0 564 0 0 SONY CORP SPONSORED ADR 835699307 13662 128871 SH SOLE 0 128871 0 0 SOUTHERN CO COM 842587107 552 8880 SH SOLE 0 8880 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 656 1986 SH SOLE 0 1986 0 0 SPDR GOLD TR GOLD SHS 78463V107 374 2341 SH SOLE 0 2341 0 0 SPDR INDEX SHS FDS LOW CARBON ETF 78463X194 313 2620 SH SOLE 0 2620 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 380 8688 SH SOLE 0 8688 0 0 SPDR INDEX SHS FDS S&P GLB NTRL RES 78463X541 10222 203378 SH SOLE 0 203378 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLD XUS 78463X889 4896 138435 SH SOLE 0 138435 0 0 SPDR PORTFOLIO AGGREGATE BOND ETF PORTFOLIO AGRGTE 78464A649 492 16599 SH SOLE 0 16599 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1473 3716 SH SOLE 0 3716 0 0 SPDR S&P DIVIDEND ETF S&P DIVID ETF 78464A763 492 4169 SH SOLE 0 4169 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1291 2711 SH SOLE 0 2711 0 0 SPDR SER TR S&P600 SMCP VAL 78464A300 430 5253 SH SOLE 0 5253 0 0 SPDR SER TR BLMBG BC EM LCL BD 78464A391 10648 409206 SH SOLE 0 409206 0 0 SPDR SER TR PORTFOLIO SHRT 78464A474 322 10300 SH SOLE 0 10300 0 0 SPDR SER TR COMP SOFTWARE 78464A599 329 2093 SH SOLE 0 2093 0 0 SPDR SER TR S&P600 SM CAP 78464A813 179 1910 SH SOLE 0 1910 0 0 SPDR SER TR S&P BIOTECH 78464A870 591 4360 SH SOLE 0 4360 0 0 SPDR SER TR PORTFOLIO SH TRSY 78468R101 284 9252 SH SOLE 0 9252 0 0 SPDR SER TR NUVEEN BARC MUNIC 78468R721 776 15027 SH SOLE 0 15027 0 0 SPDR SER TR SSGA GNDER ETF 78468R747 343 3610 SH SOLE 0 3610 0 0 SPIRE INC COM 84857L101 612 8288 SH SOLE 0 8288 0 0 SPROTT PHYSICAL GOLD & SILVER TR UNIT 85208R101 13737 790849 SH SOLE 0 790849 0 0 SPROTT PHYSICAL GOLD TR UNIT 85207H104 2338 174345 SH SOLE 0 174345 0 0 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 209 23780 SH SOLE 0 23780 0 0 SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467V608 376 8228 SH SOLE 0 8228 0 0 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 24359 505277 SH SOLE 0 505277 0 0 STAG INDL INC COM 85254J102 235 7000 SH SOLE 0 7000 0 0 STARBUCKS CORP COM 855244109 454 4157 SH SOLE 0 4157 0 0 STERIS PLC SHS USD G8473T100 356 1869 SH SOLE 0 1869 0 0 STRYKER CORPORATION COM 863667101 623 2556 SH SOLE 0 2556 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 525 4439 SH SOLE 0 4439 0 0 TESLA INC COM 88160R101 486 727 SH SOLE 0 727 0 0 TEXAS INSTRS INC COM 882508104 1117 5913 SH SOLE 0 5913 0 0 THERAPEUTICSMD INC COM 88338N107 47 35000 SH SOLE 0 35000 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 845 1852 SH SOLE 0 1852 0 0 TJX COS INC COM 872540109 3364 50847 SH SOLE 0 50847 0 0 TRAVELERS COMPANIES INC COM 89417E109 201 1339 SH SOLE 0 1339 0 0 UNILEVER PLC SPONS ADR NEW 904767704 396 7092 SH SOLE 0 7092 0 0 UNION PAC CORP COM 907818108 1664 7548 SH SOLE 0 7548 0 0 UNITED PARCEL SERVICE INC CL B 911312106 404 2375 SH SOLE 0 2375 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1995 5363 SH SOLE 0 5363 0 0 URANIUM ENERGY CORP COM 916896103 30 10400 SH SOLE 0 10400 0 0 VANECK VECTORS ETF TR FALLEN ANGEL HY 92189F437 4104 128518 SH SOLE 0 128518 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 464 5649 SH SOLE 0 5649 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 12606 148792 SH SOLE 0 148792 0 0 VANGUARD INDEX FDS DIV APPREC IDX 921908844 217 1476 SH SOLE 0 1476 0 0 VANGUARD INDEX FDS EXT MRKT IDX 922908652 7506 42430 SH SOLE 0 42430 0 0 VANGUARD INDEX FDS SMALL CAP ETF 922908751 441 2062 SH SOLE 0 2062 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 56024 153784 SH SOLE 0 153784 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2262 24630 SH SOLE 0 24630 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2029 10951 SH SOLE 0 10951 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 21292 82835 SH SOLE 0 82835 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 22619 172058 SH SOLE 0 172058 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 859 4157 SH SOLE 0 4157 0 0 VANGUARD INTL EQUITY INDEX FD TT WRLD ST ETF 922042742 44360 455952 SH SOLE 0 455952 0 0 VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 922042858 1955 37560 SH SOLE 0 37560 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1398 22725 SH SOLE 0 22725 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM CB IDX 92206C409 254 3076 SH SOLE 0 3076 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 389 1557 SH SOLE 0 1557 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 602 12257 SH SOLE 0 12257 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 478 2310 SH SOLE 0 2310 0 0 VANGUARD WORLD FD MEGA CAP INDEX 921910873 383 2735 SH SOLE 0 2735 0 0 VERASTEM INC COM 92337C104 44 18000 SH SOLE 0 18000 0 0 VERISIGN INC COM 92343E102 304 1528 SH SOLE 0 1528 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 944 16231 SH SOLE 0 16231 0 0 VICOR CORP COM 925815102 213 2500 SH SOLE 0 2500 0 0 VISA INC COM CL A 92826C839 15984 75492 SH SOLE 0 75492 0 0 WALMART INC COM 931142103 717 5275 SH SOLE 0 5275 0 0 WISDOMTREE TR EM EX ST-OWNED 97717X578 24332 597991 SH SOLE 0 597991 0 0 WISDOMTREE TR US QTLY DIV GRT 97717X669 498 8711 SH SOLE 0 8711 0 0 WISDOMTREE TR CHINA DIV EX FIN 97717X719 1527 23427 SH SOLE 0 23427 0 0 YUM BRANDS INC COM 988498101 243 2244 SH SOLE 0 2244 0 0