HoldingsChannel.com
Beaumont Financial Partners LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD SCOTTSDALE FDS (VGSH) 718,386 +718,386 $44,784
     VGSH718,386+718,386$44,784
SPDR SERIES TRUST (SPTS) 1,308,473 +1,308,473 $40,197
     SPTS1,308,473+1,308,473$40,197
ISHARES TR (SHY) 457,042 +453,501 $39,611
     SHY457,042+453,501$39,611
SCHWAB STRATEGIC TR 668,777 +668,777 $34,596
     SCHO668,777+668,777$34,596
APPLE INC 101,252 -5,941 $25,747
     AAPL101,252-5,941$25,747
JOHNSON & JOHNSON 171,272 +1,392 $22,459
     JNJ171,272+1,392$22,459
MICROSOFT CORP 140,319 -1,883 $22,130
     MSFT140,319-1,883$22,130
ISHARES TR (IJT) 160,246 -20,944 $22,092
     IJT160,246-20,944$22,092
ISHARES TR (IJH) 145,878 -25,463 $20,986
     IJH145,878-25,463$20,986
AMAZON COM INC 9,087 +84 $17,717
     AMZN9,087+84$17,717
MCDONALDS CORP 104,635 -793 $17,301
     MCD104,635-793$17,301
VISA INC 102,768 -4,080 $16,558
     V102,768-4,080$16,558
BERKSHIRE HATHAWAY INC DEL      $16,324
     BRK.B87,796-463$16,052
     BRK.A1-1$272
ALPHABET INC 13,937 -306 $16,194
     GOOGL13,937-306$16,194
ISHARES TR (IVV) 59,563 -1,333 $15,391
     IVV59,563-1,333$15,391
PEPSICO INC 115,274 +6 $13,844
     PEP115,274+6$13,844
VANGUARD INDEX FDS (VUG) 87,717 -11,259 $13,744
     VUG87,717-11,259$13,744
VANGUARD INDEX FDS (VOO) 55,124 +49,304 $13,054
     VOO55,124+49,304$13,054
SPROTT PHYSICAL GOLD AND SILVER 858,075 +225,578 $12,545
     CEF858,075+225,578$12,545
LOWES COS INC 134,475 -1,315 $11,572
     LOW134,475-1,315$11,572
FIRST TR EXCHANGE TRADED FD (FDN) 86,819 -5,084 $10,742
     FDN86,819-5,084$10,742
NUSHARES ETF TR (NUAG) 406,096 -100,390 $10,112
     NUAG406,096-100,390$10,112
SSGA ACTIVE ETF TR (TOTL) 203,234 -47,383 $9,747
     TOTL203,234-47,383$9,747
ABBOTT LABS 118,507 -2,811 $9,351
     ABT118,507-2,811$9,351
OSHARES ETF TR (OUSA) 432,992 +72,429 $9,304
     OUSA432,992+72,429$9,304
FACEBOOK INC 54,878 +10,132 $9,154
     FB54,878+10,132$9,154
INVESCO EXCH TRD SLF IDX FD 424,919 -54,816 $8,911
     BSCL424,919-54,816$8,911
VANGUARD INDEX FDS (VNQ) 127,271 -2,798 $8,890
     VNQ127,271-2,798$8,890
MONDELEZ INTL INC 176,325 -4,968 $8,830
     MDLZ176,325-4,968$8,830
INVESCO EXCH TRD SLF IDX FD 406,947 -182,579 $8,619
     BSCM406,947-182,579$8,619
ISHARES TR (HDV) 110,419 -117,631 $7,900
     HDV110,419-117,631$7,900
INVESCO EXCH TRD SLF IDX FD 360,373 -42,237 $7,469
     BSCN360,373-42,237$7,469
INVESCO EXCH TRD SLF IDX FD 337,416 +3,502 $6,968
     BSCO337,416+3,502$6,968
MERCK & CO. INC 89,782 +5,980 $6,908
     MRK89,782+5,980$6,908
DANAHER CORPORATION 49,358 -1,033 $6,832
     DHR49,358-1,033$6,832
INVESCO EXCH TRD SLF IDX FD 313,091 +313,091 $6,440
     BSCP313,091+313,091$6,440
INVESCO EXCH TRD SLF IDX FD 293,226 -178,005 $6,161
     BSCK293,226-178,005$6,161
FIRST TR EXCHANGE TRADED FD (EMLP) 343,197 -40,647 $6,105
     EMLP343,197-40,647$6,105
ISHARES TR (IEF) 50,211 +29,804 $6,100
     IEF50,211+29,804$6,100
INVESCO EXCH TRD SLF IDX FD 300,222 +300,222 $5,914
     BSCQ300,222+300,222$5,914
ISHARES TR (MUB) 44,490 -493 $5,028
     MUB44,490-493$5,028
ISHARES TR (DVY) 67,786 -49,143 $4,985
     DVY67,786-49,143$4,985
HONEYWELL INTL INC 34,383 -278 $4,600
     HON34,383-278$4,600
UNITED TECHNOLOGIES CORP 47,862 +35 $4,515
     UTX47,862+35$4,515
FORTIVE CORP 72,332 -1,321 $3,992
     FTV72,332-1,321$3,992
ISHARES TR (DGRO) 120,301 +101,428 $3,921
     DGRO120,301+101,428$3,921
DISNEY WALT CO 39,742 -7,323 $3,839
     DIS39,742-7,323$3,839
VANGUARD INDEX FDS (VTV) 40,941 -10,424 $3,646
     VTV40,941-10,424$3,646
SCHWAB STRATEGIC TR 175,573 -59,212 $3,610
     FNDE175,573-59,212$3,610
ISHARES GOLD TRUST (IAU) 238,130 +238,130 $3,589
     IAU238,130+238,130$3,589

See Full List: All Stocks Held By Beaumont Financial Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Beaumont Financial Partners LLC

Size ($ in 1000's)
At 03/31/2020: $792,532
At 12/31/2019: $1,016,613

Beaumont Financial Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Beaumont Financial Partners LLC 13F filings. Link to 13F filings: SEC filings

Beaumont Financial Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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