HoldingsChannel.com
Beaumont Financial Partners LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
APPLE INC 99,261 -1,991 $36,210
     AAPL99,261-1,991$36,210
MICROSOFT CORP 139,417 -902 $28,373
     MSFT139,417-902$28,373
ISHARES TR (IJT) 150,941 -9,305 $25,628
     IJT150,941-9,305$25,628
AMAZON COM INC 9,164 +77 $25,282
     AMZN9,164+77$25,282
VANGUARD INDEX FDS (VUG) 124,068 +36,351 $25,073
     VUG124,068+36,351$25,073
ISHARES TR (IJH) 134,085 -11,793 $23,843
     IJH134,085-11,793$23,843
JOHNSON & JOHNSON 166,631 -4,641 $23,433
     JNJ166,631-4,641$23,433
VANGUARD INDEX FDS (VOO) 81,181 +26,057 $23,009
     VOO81,181+26,057$23,009
ALPHABET INC 14,418 +481 $20,445
     GOOGL14,418+481$20,445
MCDONALDS CORP 105,566 +931 $19,474
     MCD105,566+931$19,474
LOWES COS INC 134,173 -302 $18,129
     LOW134,173-302$18,129
ISHARES TR (IVV) 56,284 -3,279 $17,430
     IVV56,284-3,279$17,430
SCHWAB U.S. BROAD MARKET ETF (SCHB) 231,569 +231,569 $17,013
     SCHB231,569+231,569$17,013
SPROTT PHYSICAL GOLD AND SILVER 983,103 +125,028 $16,614
     CEF983,103+125,028$16,614
VISA INC 84,800 -17,968 $16,381
     V84,800-17,968$16,381
BERKSHIRE HATHAWAY INC DEL      $16,138
     BRK.B88,908+1,112$15,871
     BRK.A1UNCH$267
PEPSICO INC 117,538 +2,264 $15,546
     PEP117,538+2,264$15,546
FIRST TR EXCHANGE TRADED FD (FDN) 87,330 +511 $14,890
     FDN87,330+511$14,890
FIDELITY COVINGTON TR 162,656 +137,767 $13,376
     FTEC162,656+137,767$13,376
FACEBOOK INC 55,172 +294 $12,528
     FB55,172+294$12,528
FIDELITY COVINGTON TR 240,230 +230,352 $12,499
     FDIS240,230+230,352$12,499
SSGA ACTIVE TR 243,125 +39,891 $12,047
     TOTL243,125+39,891$12,047
FIDELITY COVINGTON TR 238,145 +226,849 $11,852
     FHLC238,145+226,849$11,852
FIDELITY COVINGTON TR 332,467 +317,390 $11,593
     FSTA332,467+317,390$11,593
FIDELITY COVINGTON TR 322,980 +322,980 $11,404
     FCOM322,980+322,980$11,404
MERCK & CO. INC 144,186 +54,404 $11,150
     MRK144,186+54,404$11,150
FIDELITY COVINGTON TR 361,268 +361,268 $11,138
     FMAT361,268+361,268$11,138
ABBOTT LABS 121,000 +2,493 $11,063
     ABT121,000+2,493$11,063
INVESCO EXCH TRD SLF IDX FD 497,162 +72,243 $10,624
     BSCL497,162+72,243$10,624
INVESCO EXCH TRD SLF IDX FD 478,690 +71,743 $10,445
     BSCM478,690+71,743$10,445
FIDELITY COVINGTON TR 442,563 +425,352 $10,348
     FREL442,563+425,352$10,348
FIDELITY COVINGTON TR 272,603 +272,603 $9,786
     FIDU272,603+272,603$9,786
FIDELITY COVINGTON TR 262,666 +250,284 $9,580
     FUTY262,666+250,284$9,580
INVESCO EXCH TRD SLF IDX FD 426,098 +65,725 $9,272
     BSCN426,098+65,725$9,272
MONDELEZ INTL INC 177,267 +942 $9,064
     MDLZ177,267+942$9,064
INVESCO EXCH TRD SLF IDX FD 402,636 +65,220 $8,874
     BSCO402,636+65,220$8,874
VANGUARD WORLD FD (MGC) 79,143 +79,143 $8,662
     MGC79,143+79,143$8,662
DANAHER CORPORATION 48,900 -458 $8,647
     DHR48,900-458$8,647
VANGUARD INDEX FDS (VNQ) 109,641 -17,630 $8,610
     VNQ109,641-17,630$8,610
INVESCO EXCH TRD SLF IDX FD 380,836 +67,745 $8,462
     BSCP380,836+67,745$8,462
INVESCO EXCH TRD SLF IDX FD 385,316 +85,094 $8,284
     BSCQ385,316+85,094$8,284
ISHARES TR (HDV) 100,172 -10,247 $8,129
     HDV100,172-10,247$8,129
ISHARES TR (IEF) 64,685 +14,474 $7,884
     IEF64,685+14,474$7,884
OSHARES ETF TR (OUSA) 233,593 -199,399 $7,726
     OUSA233,593-199,399$7,726
NUSHARES ETF TR (NUAG) 297,749 -108,347 $7,619
     NUAG297,749-108,347$7,619
WISDOMTREE TR 160,547 +151,836 $7,303
     DGRW160,547+151,836$7,303
SPROTT PHYSICAL GOLD TRUST 509,197 +399,813 $7,287
     PHYS509,197+399,813$7,287
SONY CORP 101,108 +47,737 $6,990
     SNE101,108+47,737$6,990
FIRST TR EXCHANGE TRADED FD (EMLP) 331,219 -11,978 $6,605
     EMLP331,219-11,978$6,605
GOLDMAN SACHS ETF TR (GSLC) 104,751 +104,751 $6,557
     GSLC104,751+104,751$6,557

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 06/30/2020: $957,635
At 03/31/2020: $792,532

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

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.