Notify me when Beaumont Financial Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2022 | 302 | $1,042,509,000 | +$136,064,810 | -$135,017,614 | +$1,047,196 | SGOV, AAPL, DBMF, MSFT, VOO | 13F-HR | 14 Nov 2022, 06:36 |
| Q2 2022 | 305 | $1,114,286,000 | +$339,363,441 | -$364,903,222 | -$25,539,781 | SGOV, AAPL, VOO, MSFT, GOOGL | 13F-HR | 04 Aug 2022, 16:46 |
| Q1 2022 | 356 | $1,314,714,000 | +$231,138,300 | -$220,342,770 | +$10,795,530 | VOO, AAPL, VT, MSFT, GOOGL | 13F-HR | 09 May 2022, 11:40 |
| Q4 2021 | 350 | $1,377,814,000 | +$115,514,782 | -$130,079,926 | -$14,565,144 | VOO, VT, AAPL, MSFT, GOOGL | 13F-HR | 07 Feb 2022, 13:47 |
| Q3 2021 | 354 | $1,296,270,000 | +$168,936,244 | -$179,672,922 | -$10,736,678 | VOO, VT, AAPL, MSFT, GOOGL | 13F-HR | 12 Nov 2021, 11:24 |
| Q2 2021 | 365 | $1,311,699,000 | +$203,857,030 | -$147,812,390 | +$56,044,640 | VOO, VT, AAPL, MSFT, GOOGL | 13F-HR | 04 Aug 2021, 11:30 |
| Q1 2021 | 337 | $1,179,213,000 | +$219,782,290 | -$206,879,400 | +$12,902,890 | VOO, VT, AAPL, MSFT, IJH | 13F-HR | 04 May 2021, 16:50 |
| Q4 2020 | 333 | $1,126,292,000 | +$188,236,112 | -$188,270,861 | -$34,749 | VOO, AAPL, VT, IJT, MSFT | 13F-HR | 08 Feb 2021, 14:08 |
| Q3 2020 | 308 | $1,047,122,000 | +$191,786,796 | -$145,736,972 | +$46,049,824 | AAPL, VOO, MSFT, AMZN, IJT | 13F-HR | 02 Nov 2020, 13:32 |
| Q2 2020 | 277 | $957,629,000 | +$257,411,994 | -$196,290,922 | +$61,121,072 | AAPL, MSFT, IJT, AMZN, VUG | 13F-HR | 05 Aug 2020, 16:18 |
| Q1 2020 | 235 | $783,228,000 | +$225,701,312 | -$301,126,725 | -$75,425,413 | VGSH, SPTS, SHY, SCHO, AAPL | 13F-HR | 08 May 2020, 11:42 |
| Q4 2019 | 282 | $1,016,613,000 | +$64,664,387 | -$111,097,876 | -$46,433,489 | IJH, IJT, AAPL, JNJ, MSFT | 13F-HR | 06 Feb 2020, 14:28 |
| Q3 2019 | 272 | $1,002,355,000 | +$79,903,321 | -$55,476,793 | +$24,426,528 | IJH, IJT, AAPL, MCD, JNJ | 13F-HR | 06 Nov 2019, 10:45 |
| Q2 2019 | 247 | $967,040,000 | +$153,446,201 | -$147,385,552 | +$6,060,649 | IJT, IJH, JNJ, VOX, FTEC | 13F-HR | 06 Aug 2019, 15:32 |
| Q1 2019 | 231 | $933,146,000 | +$347,886,460 | -$94,557,245 | +$253,329,215 | IJT, IJH, JNJ, XLC, FREL | 13F-HR | 06 May 2019, 15:10 |
| Q4 2018 | 196 | $613,089,000 | +$89,402,121 | -$396,247,001 | -$306,844,880 | FUTY, IJT, IJH, JNJ, MCD | 13F-HR | 07 Feb 2019, 11:28 |
| Q3 2018 | 230 | $1,003,545,000 | +$175,743,615 | -$161,001,605 | +$14,742,010 | IJT, IJH, XLC, FREL, FTEC | 13F-HR | 02 Nov 2018, 09:55 |
| Q2 2018 | 205 | $944,615,000 | +$216,460,840 | -$186,490,424 | +$29,970,416 | XLC, FREL, FTEC, FENY, FNCL | 13F-HR | 06 Aug 2018, 10:35 |
| Q1 2018 | 206 | $896,495,000 | +$228,655,257 | -$171,508,933 | +$57,146,324 | FTEC, FNCL, FDIS, FHLC, FIDU | 13F-HR | 11 May 2018, 09:40 |
| Q4 2017 | 188 | $853,237,000 | +$66,298,425 | -$47,903,716 | +$18,394,709 | AGG, IJH, IJT, FENY, FTEC | 13F-HR | 05 Feb 2018, 11:44 |
| Q3 2017 | 182 | $801,275,000 | +$44,375,966 | -$40,027,207 | +$4,348,759 | AGG, IJH, IJT, FTEC, FNCL | 13F-HR | 31 Oct 2017, 15:55 |
| Q2 2017 | 176 | $771,262,000 | +$77,451,280 | -$52,070,310 | +$25,380,970 | AGG, IJH, IJT, JNJ, FTEC | 13F-HR | 11 Aug 2017, 11:16 |
| Q1 2017 | 181 | $730,784,000 | +$168,647,457 | -$126,996,409 | +$41,651,048 | AGG, IJH, IJT, JNJ, FTEC | 13F-HR | 28 Apr 2017, 10:21 |
| Q4 2016 | 153 | $661,287,000 | +$161,855,261 | -$139,294,021 | +$22,561,240 | AGG, IJH, IJT, FENY, FTEC | 13F-HR | 08 Feb 2017, 12:17 |
| Q3 2016 | 142 | $632,462,000 | +$108,665,300 | -$97,256,870 | +$11,408,430 | AGG, IJH, IJT, MUB, JNJ | 13F-HR | 14 Nov 2016, 17:45 |
| Q2 2016 | 138 | $609,368,000 | +$177,703,586 | -$167,103,080 | +$10,600,506 | AGG, JNJ, MUB, IJH, IJT | 13F-HR | 10 Aug 2016, 13:56 |
| Q1 2016 | 127 | $538,821,000 | +$156,316,669 | -$190,771,064 | -$34,454,395 | AGG, FSTA, FUTY, FDIS, FTEC | 13F-HR | 12 May 2016, 11:52 |
| Q4 2015 | 122 | $606,257,000 | +$149,782,387 | -$196,536,852 | -$46,754,465 | AGG, FTEC, FSTA, FHLC, FDIS | 13F-HR | 29 Jan 2016, 15:20 |
| Q3 2015 | 133 | $647,813,000 | $0 | $0 | $0 | AGG, IJT, IJH, EMLP, FHLC | 13F-HR | 02 Nov 2015, 11:21 |
| Q2 2015 | 133 | $690,925,000 | +$56,261,642 | -$2,097,092,498 | -$2,040,830,856 | AGG, IJT, IJH, EMLP, FNCL | Restatement | 29 Sep 2015, 11:22 |
| Q1 2015 | 145 | $2,733,472,000 | +$1,147,441,074 | -$467,025,254 | +$680,415,820 | IBB, IYH, IXJ, LQD, AGG | 13F-HR | 07 May 2015, 10:26 |
| Q4 2014 | 147 | $2,077,509,000 | +$893,520,657 | -$409,877,082 | +$483,643,575 | AGG, MBB, IBB, IYC, IYH | 13F-HR | 28 Jan 2015, 10:30 |
| Q3 2014 | 158 | $1,529,815,000 | +$472,896,583 | -$342,389,842 | +$130,506,741 | IGSB, IYC, XLV, XLF, XLP | 13F-HR | 06 Nov 2014, 11:11 |
| Q2 2014 | 161 | $1,410,654,000 | +$584,662,973 | -$431,755,886 | +$152,907,087 | IGSB, IYJ, FLOT, FUTY, XLU | 13F-HR | 13 Aug 2014, 11:49 |
| Q1 2014 | 128 | $1,217,725,000 | +$363,132,312 | -$376,964,284 | -$13,831,972 | IYJ, XLE, XLF, IGSB, XLV | 13F-HR | 06 May 2014, 17:54 |
| Q4 2013 | 148 | $1,169,861,000 | $0 | $0 | $0 | XLF, IYJ, XLE, XLP, FIW | 13F-HR | 06 Feb 2014, 13:38 |