Chief Compliance Officer

0001352764-22-000002.txt : 20220207 0001352764-22-000002.hdr.sgml : 20220207 20220207134715 ACCESSION NUMBER: 0001352764-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220207 DATE AS OF CHANGE: 20220207 EFFECTIVENESS DATE: 20220207 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: 22596706 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 12-31-2021 12-31-2021 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 02-07-2022 0 350 1378852 false INFORMATION TABLE 2 Beaumont_Q4_2021_13F_Final.xml BEAUMONT Q4 2021 13F SUBMISSION URANIUM ENERGY CORP COM 916896103 52 15400 SH SOLE 0 15400 0 0 BLACKBERRY LTD COM 09228F103 94 10089 SH SOLE 0 10089 0 0 VERASTEM INC COM 92337C104 98 48000 SH SOLE 0 48000 0 0 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 120 14905 SH SOLE 0 14905 0 0 MORGAN STANLEY COM NEW 617446448 201 2051 SH SOLE 0 2051 0 0 ALTRIA GROUP INC COM 02209S103 201 4231 SH SOLE 0 4231 0 0 VANGUARD INDEX FDS EXT MRKT IDX 922908652 203 1111 SH SOLE 0 1111 0 0 CARPENTER TECHNOLOGY CORP COM 144285103 204 7000 SH SOLE 0 7000 0 0 VERISK ANALYTICS INC COM 92345Y106 204 892 SH SOLE 0 892 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 207 542 SH SOLE 0 542 0 0 TARGET CORP COM 87612E106 210 907 SH SOLE 0 907 0 0 TRAVELERS COMPANIES INC COM 89417E109 210 1339 SH SOLE 0 1339 0 0 EXELON CORP COM 30161N101 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BND ETF 78464A375 746 20634 SH SOLE 0 20634 0 0 VANGUARD SCOTTSDALE FDS MORTGE BACK SEC ETF 92206C771 750 14185 SH SOLE 0 14185 0 0 VANGUARD INDEX FDS DIV APPREC IDX 921908844 753 4383 SH SOLE 0 4383 0 0 NOVO-NORDISK A S ADR ADR 670100205 764 6817 SH SOLE 0 6817 0 0 KKR & CO INC COM 48251W104 776 10420 SH SOLE 0 10420 0 0 INVESCO EXCHANGE TRADED FD TR NASDAQ INTERNT 46137V530 785 3644 SH SOLE 0 3644 0 0 PAYCHEX INC COM 704326107 792 5805 SH SOLE 0 5805 0 0 CHARLES RIVER LABS INTL INC COM 159864107 796 2113 SH SOLE 0 2113 0 0 ISHARES TR S&P500 GROWTH ETF 464287309 816 9756 SH SOLE 0 9756 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 823 2266 SH SOLE 0 2266 0 0 3M CO COM 88579Y101 868 4885 SH SOLE 0 4885 0 0 AUTOMATIC DATA PROCESSING INC COM 053015103 883 3581 SH SOLE 0 3581 0 0 ORACLE CORP COM 68389X105 892 10229 SH SOLE 0 10229 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 900 1587 SH SOLE 0 1587 0 0 BLACKROCK INC COM 09247X101 906 990 SH SOLE 0 990 0 0 ISHARES TR AAA-A RTD CRP BD ETF 46429B291 906 16166 SH SOLE 0 16166 0 0 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 907 17111 SH SOLE 0 17111 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 911 1365 SH SOLE 0 1365 0 0 ISHARES TR ST CORP BD ETF 464288646 935 17358 SH SOLE 0 17358 0 0 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 940 11128 SH SOLE 0 11128 0 0 VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US 922042775 940 15346 SH SOLE 0 15346 0 0 KIMBERLY CLARK CORP COM 494368103 948 6632 SH SOLE 0 6632 0 0 INVESCO EXCHANGE TRADED FD TR S&P500 EQ WGHT 46137V357 961 5905 SH SOLE 0 5905 0 0 ISHARES TR RUS 1000 GRWTH ETF 464287614 963 3152 SH SOLE 0 3152 0 0 FIDELITY COVINGTON TR MSCI INDL INDX 316092709 973 17306 SH SOLE 0 17306 0 0 SCHWAB US DIVIDEND EQUITY ETF US DIVIDEND EQ 808524797 988 12227 SH SOLE 0 12227 0 0 EXXON MOBIL CORP COM 30231G102 999 16326 SH SOLE 0 16326 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM CB IDX 92206C409 1022 12574 SH SOLE 0 12574 0 0 BROADCOM INC COM 11135F101 1029 1547 SH SOLE 0 1547 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1034 5058 SH SOLE 0 5058 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 1054 20341 SH SOLE 0 20341 0 0 AMGEN INC COM 031162100 1064 4728 SH SOLE 0 4728 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 1070 19279 SH SOLE 0 19279 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 1072 11830 SH SOLE 0 11830 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1072 4440 SH SOLE 0 4440 0 0 ABBVIE INC COM 00287Y109 1103 8147 SH SOLE 0 8147 0 0 INTEL CORP COM 458140100 1118 21700 SH SOLE 0 21700 0 0 TEXAS INSTRS INC COM 882508104 1123 5960 SH SOLE 0 5960 0 0 PROSHARES TR S&P500 DV ARIST 74348A467 1129 11500 SH SOLE 0 11500 0 0 FIDELITY COVINGTON TR MSCI UTILITIES 316092865 1146 24745 SH SOLE 0 24745 0 0 SELECT SECTOR SPDR TR COMM SRVCS 81369Y852 1154 14855 SH SOLE 0 14855 0 0 FIDELITY MERRIMACK STR TR LTD TRM BD ETF 316188200 1185 22877 SH SOLE 0 22877 0 0 COMCAST CORP CL A 20030N101 1192 23677 SH SOLE 0 23677 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLD XUS 78463X889 1212 33223 SH SOLE 0 33223 0 0 S&P GLOBAL INC COM 78409V104 1340 2840 SH SOLE 0 2840 0 0 VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 922042858 1353 27365 SH SOLE 0 27365 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1372 10264 SH SOLE 0 10264 0 0 PIMCO ETF TR EHHAN SHRT MA ACT 72201R833 1378 13568 SH SOLE 0 13568 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1383 2672 SH SOLE 0 2672 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1425 3439 SH SOLE 0 3439 0 0 AMERICAN EXPRESS CO COM 025816109 1517 9275 SH SOLE 0 9275 0 0 PFIZER INC COM 717081103 1544 26145 SH SOLE 0 26145 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1593 9164 SH SOLE 0 9164 0 0 ISHARES TR MSCI EAFE ETF 464287465 1597 20302 SH SOLE 0 20302 0 0 INDEXIQ ACTIVE ETF TR IQ ULTRA SHT DU 45409F819 1628 33544 SH SOLE 0 33544 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1629 14225 SH SOLE 0 14225 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1633 18975 SH SOLE 0 18975 0 0 UNION PAC CORP COM 907818108 1647 6539 SH SOLE 0 6539 0 0 SPROTT PHYSICAL GOLD TR UNIT 85207H104 1649 114830 SH SOLE 0 114830 0 0 SELECT SECTOR SPDR TR FINANCIALS 81369Y605 1664 42603 SH SOLE 0 42603 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 1725 27663 SH SOLE 0 27663 0 0 MERCK & CO. INC COM 58933Y105 1730 22579 SH SOLE 0 22579 0 0 DEERE & CO COM 244199105 1764 5145 SH SOLE 0 5145 0 0 QUALCOMM INC COM 747525103 1784 9757 SH SOLE 0 9757 0 0 COCA COLA CO COM 191216100 1814 30634 SH SOLE 0 30634 0 0 SELECT SECTOR SPDR TR HEALTHCARE 81369Y209 1815 12883 SH SOLE 0 12883 0 0 LAM RESEARCH CORP COM 512807108 1899 2640 SH SOLE 0 2640 0 0 FIDELITY COVINGTON TR MSCI COMM SRVS 316092873 1920 37392 SH SOLE 0 37392 0 0 FIDELITY COVINGTON TR MSCI ENERGY IDX 316092402 1946 128205 SH SOLE 0 128205 0 0 HONEYWELL INTL INC COM 438516106 2039 9777 SH SOLE 0 9777 0 0 INVESCO EXCHANGE TRADED FD TR BULSHS 2027 MB 46138J494 2114 81918 SH SOLE 0 81918 0 0 INVESCO EXCHANGE TRADED FD TR BULSHS 2026 MB 46138J510 2117 81867 SH SOLE 0 81867 0 0 INVESCO EXCHANGE TRADED FD TR BULSHS 2025 MB 46138J528 2126 81970 SH SOLE 0 81970 0 0 COSTCO WHSL CORP COM 22160K105 2129 3750 SH SOLE 0 3750 0 0 ISHARES TR NASDAQ BIOTECH 464287556 2144 14048 SH SOLE 0 14048 0 0 FIDELITY COVINGTON TR MSCI MATERIALS 316092881 2180 43299 SH SOLE 0 43299 0 0 SCHWAB U.S. LARGE-CAP ETF US LRG CAP ETF 808524201 2205 19370 SH SOLE 0 19370 0 0 WISDOMTREE TR EM EX ST-OWNED 97717X578 2210 59978 SH SOLE 0 59978 0 0 INVESCO EXCHANGE TRADED FD TR BULSHS 2022 MB 46138J551 2289 90157 SH SOLE 0 90157 0 0 SELECT SECTOR SPDR TR INDUSTRIALS 81369Y704 2351 22222 SH SOLE 0 22222 0 0 LILLY ELI & CO COM 532457108 2363 8556 SH SOLE 0 8556 0 0 FIDELITY COVINGTON TR MSCI CONS DISC 316092204 2378 26942 SH SOLE 0 26942 0 0 INVESCO EXCHANGE TRADED FD TR BULSHS 2024 CB 46138J841 2403 110067 SH SOLE 0 110067 0 0 COINBASE GLOBAL INC COM CL A 19260Q107 2429 9625 SH SOLE 0 9625 0 0 INVESCO EXCHANGE TRADED FD TR BULSHS 2023 CB 46138J866 2447 114004 SH SOLE 0 114004 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2455 11107 SH SOLE 0 11107 0 0 BAIN CAP SPECIALTY FIN INC COM 05684B107 2477 162869 SH SOLE 0 162869 0 0 FIDELITY COVINGTON TR MSCI HEALTHCARE 316092600 2491 36282 SH SOLE 0 36282 0 0 FIDELITY COVINGTON TR MSCI CONS STPLS 316092303 2534 54293 SH SOLE 0 54293 0 0 UNITEDHEALTH GROUP INC COM 91324P102 2579 5136 SH SOLE 0 5136 0 0 NUSHARES ETF TR NUVEEN ENHNC YLD 67092P102 2601 105640 SH SOLE 0 105640 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2663 37205 SH SOLE 0 37205 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2680 5642 SH SOLE 0 5642 0 0 ALPHA ARCHITECT ETF TR FREEDOM 100 EM 02072L607 2711 81855 SH SOLE 0 81855 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2801 24145 SH SOLE 0 24145 0 0 EASTERN BANKSHARES INC COM 27627N105 2855 141530 SH SOLE 0 141530 0 0 ALPHABET INC CAP STK CL C 02079K107 2987 1032 SH SOLE 0 1032 0 0 JPMORGAN CHASE & CO COM 46625H100 3033 19154 SH SOLE 0 19154 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 3089 7764 SH SOLE 0 7764 0 0 ISHARES TR SHRT NAT MUNI ETF 464288158 3089 28769 SH SOLE 0 28769 0 0 MASTERCARD INCORPORATED CL A 57636Q104 3143 8746 SH SOLE 0 8746 0 0 FIDELITY COVINGTON TR FIDELITY GROWTH 316092337 3168 153041 SH SOLE 0 153041 0 0 HOME DEPOT INC COM 437076102 3296 7942 SH SOLE 0 7942 0 0 OSHARES ETF TR OSHARES US QUALT 67110P407 3300 70869 SH SOLE 0 70869 0 0 PIMCO ETF TR INTER MUN BD ACT 72201R866 3301 58730 SH SOLE 0 58730 0 0 TJX COS INC COM 872540109 3389 44643 SH SOLE 0 44643 0 0 BANK OF AMERICA CORP COM 060505104 3489 78415 SH SOLE 0 78415 0 0 PROCTER AND GAMBLE CO COM 742718109 3513 21476 SH SOLE 0 21476 0 0 ISHARES TR BARCLAYS 7-10 YR 464287440 3631 31574 SH SOLE 0 31574 0 0 SELECT SECTOR SPDR TR CONS STPLS 81369Y308 3641 47214 SH SOLE 0 47214 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 3784 207807 SH SOLE 0 207807 0 0 NVIDIA CORPORATION COM 67066G104 3929 13359 SH SOLE 0 13359 0 0 ISHARES TR CORE US AGGBD ETF 464287226 4055 35549 SH SOLE 0 35549 0 0 AZENTA INC COM 114340102 4124 40000 SH SOLE 0 40000 0 0 CHARTER COMMUNICATIONS INC CL A 16119P108 4285 6573 SH SOLE 0 6573 0 0 VANECK VECTORS ETF TR FALLEN ANGEL HY 92189F437 4987 151271 SH SOLE 0 151271 0 0 NEXTERA ENERGY INC COM 65339F101 5071 54320 SH SOLE 0 54320 0 0 FIDELITY COVINGTON TR MSCI INF TECH 316092808 5282 39013 SH SOLE 0 39013 0 0 ISHARES TR NATIONAL MUNI ETF 464288414 5512 47401 SH SOLE 0 47401 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 5594 38028 SH SOLE 0 38028 0 0 FIDELITY COVINGTON TR BLUE CHIP GRWTH 316092352 7536 217619 SH SOLE 0 217619 0 0 ISHARES TR SELECT DIVID ETF 464287168 7755 63259 SH SOLE 0 63259 0 0 ISHARES TR CORE HIGH DIVD ETF 46429B663 8061 79821 SH SOLE 0 79821 0 0 ISHARES TR GLOBAL 100 ETF 464287572 8263 105922 SH SOLE 0 105922 0 0 PERKINELMER INC COM 714046109 8759 43565 SH SOLE 0 43565 0 0 FIRST TR EXCHANGE-TRADED FD NASDAQ TRANSN 33738R795 9251 267748 SH SOLE 0 267748 0 0 PACER FDS TR US CASH COW 100 69374H881 9358 198726 SH SOLE 0 198726 0 0 SPIRE INC COM 84857L101 9456 144984 SH SOLE 0 144984 0 0 FIRST TR EXCHANGE-TRADED FD RISING DIVD ACHIV 33738R506 9491 183258 SH SOLE 0 183258 0 0 PROGRESSIVE CORP COM 743315103 10299 100327 SH SOLE 0 100327 0 0 SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467V608 10430 228578 SH SOLE 0 228578 0 0 SPROTT PHYSICAL GOLD & SILVER TR UNIT 85208R101 10531 593604 SH SOLE 0 593604 0 0 DISNEY WALT CO COM 254687106 11082 71546 SH SOLE 0 71546 0 0 BAXTER INTL INC COM 071813109 11233 130858 SH SOLE 0 130858 0 0 ISHARES TR MSCI USA MIN VOL FCT 46429B697 11577 143108 SH SOLE 0 143108 0 0 FIDELITY COVINGTON TR MSCI REAL EST 316092857 11924 343430 SH SOLE 0 343430 0 0 MONDELEZ INTL INC CL A 609207105 12089 182308 SH SOLE 0 182308 0 0 PAYPAL HLDGS INC COM 70450Y103 12307 65264 SH SOLE 0 65264 0 0 SSGA ACTIVE TR SPDR LOOMIS SAYL 78470P804 12462 416499 SH SOLE 0 416499 0 0 FIDELITY COVINGTON TR MSCI FINANCL 316092501 12913 230922 SH SOLE 0 230922 0 0 VANECK VECTORS ETF TR NATURAL RESOURC 92189F841 13783 292136 SH SOLE 0 292136 0 0 FIRST TR EXCHANGE TRADED FD VI FST TR GLB DN 33739H101 13810 598873 SH SOLE 0 598873 0 0 FIRST TR EXCHANGE TRADED FD DJ INTERNET IDX 33733E302 14129 62481 SH SOLE 0 62481 0 0 ABBOTT LABS COM 002824100 15375 109242 SH SOLE 0 109242 0 0 ISHARES TR CORE DIVD GRW ETF 46434V621 15618 281002 SH SOLE 0 281002 0 0 DANAHER CORPORATION COM 235851102 16045 48767 SH SOLE 0 48767 0 0 VISA INC COM CL A 92826C839 16766 77368 SH SOLE 0 77368 0 0 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 16849 355916 SH SOLE 0 355916 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 16862 177231 SH SOLE 0 177231 0 0 AMERICAN TOWER CORP COM 03027X100 18247 62383 SH SOLE 0 62383 0 0 SONY CORP SPONSORED ADR 835699307 18715 148058 SH SOLE 0 148058 0 0 PEPSICO INC COM 713448108 18941 109036 SH SOLE 0 109036 0 0 META PLATFORMS INC CL A 30303M102 20530 61038 SH SOLE 0 61038 0 0 ISHARES TR CORE S&P500 ETF 464287200 22999 48216 SH SOLE 0 48216 0 0 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 24124 428026 SH SOLE 0 428026 0 0 ISHARES TR S&P SCP 600 GRWTH 464287887 24595 177198 SH SOLE 0 177198 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 24759 77156 SH SOLE 0 77156 0 0 MCDONALDS CORP COM 580135101 25547 95299 SH SOLE 0 95299 0 0 BERKSHIRE HATHAWAY INC DEL CL B 084670702 25578 85544 SH SOLE 0 85544 0 0 JOHNSON & JOHNSON COM 478160104 26643 155741 SH SOLE 0 155741 0 0 LOWES COS INC COM 548661107 29250 113161 SH SOLE 0 113161 0 0 AMAZON COM INC COM 023135106 29349 8802 SH SOLE 0 8802 0 0 ISHARES TR RUS 1000 ETF 464287622 30489 115299 SH SOLE 0 115299 0 0 ISHARES TR CORE S&P MCAP ETF 464287507 33365 117865 SH SOLE 0 117865 0 0 VANGUARD WORLD FD MEGA CAP INDEX 921910873 37278 221789 SH SOLE 0 221789 0 0 ALPHABET INC CAP STK CL A 02079K305 38670 13348 SH SOLE 0 13348 0 0 MICROSOFT CORP COM 594918104 47954 142584 SH SOLE 0 142584 0 0 APPLE INC COM 037833100 64067 360800 SH SOLE 0 360800 0 0 VANGUARD INTL EQUITY INDEX FD TT WRLD ST ETF 922042742 70572 656913 SH SOLE 0 656913 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 94743 217016 SH SOLE 0 217016 0 0