Beaumont Financial Partners, LLC

13F Filings History

Latest 13F report
Q3 2022 - Nov 14, 2022
Value $
$1.04B
Signature - Title
Michael Snyder - Chief Compliance Officer
Location
Needham, MA
Summary
This page shows a list of all the recent 13F filings made by Beaumont Financial Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Beaumont Financial Partners, LLC reported 302 stock holdings with total value $1.04B as of Q3 2022. Top holdings included SGOV, AAPL, DBMF, MSFT, and VOO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2022 302 $1.04B +$136M -$135M +$1.05M SGOV, AAPL, DBMF, MSFT, VOO 13F-HR 11/14/2022, 06:36 AM
Q2 2022 305 $1.11B +$339M -$365M -$25.5M SGOV, AAPL, VOO, MSFT, GOOGL 13F-HR 8/4/2022, 04:46 PM
Q1 2022 356 $1.31B +$231M -$220M +$10.8M VOO, AAPL, VT, MSFT, GOOGL 13F-HR 5/9/2022, 11:40 AM
Q4 2021 350 $1.38B +$116M -$130M -$14.6M VOO, VT, AAPL, MSFT, GOOGL 13F-HR 2/7/2022, 01:47 PM
Q3 2021 354 $1.3B +$169M -$180M -$10.7M VOO, VT, AAPL, MSFT, GOOGL 13F-HR 11/12/2021, 11:24 AM
Q2 2021 365 $1.31B +$204M -$148M +$56M VOO, VT, AAPL, MSFT, GOOGL 13F-HR 8/4/2021, 11:30 AM
Q1 2021 337 $1.18B +$220M -$207M +$12.9M VOO, VT, AAPL, MSFT, IJH 13F-HR 5/4/2021, 04:50 PM
Q4 2020 333 $1.13B +$188M -$188M -$34.7K VOO, AAPL, VT, IJT, MSFT 13F-HR 2/8/2021, 02:08 PM
Q3 2020 308 $1.05B +$192M -$146M +$46M AAPL, VOO, MSFT, AMZN, IJT 13F-HR 11/2/2020, 01:32 PM
Q2 2020 277 $958M +$257M -$196M +$61.1M AAPL, MSFT, IJT, AMZN, VUG 13F-HR 8/5/2020, 04:18 PM
Q1 2020 235 $783M +$226M -$301M -$75.4M VGSH, SPTS, SHY, SCHO, AAPL 13F-HR 5/8/2020, 11:42 AM
Q4 2019 282 $1.02B +$64.7M -$111M -$46.4M IJH, IJT, AAPL, JNJ, MSFT 13F-HR 2/6/2020, 02:28 PM
Q3 2019 272 $1B +$79.9M -$55.5M +$24.4M IJH, IJT, AAPL, MCD, JNJ 13F-HR 11/6/2019, 10:45 AM
Q2 2019 247 $967M +$153M -$147M +$6.06M IJT, IJH, JNJ, VOX, FTEC 13F-HR 8/6/2019, 03:32 PM
Q1 2019 231 $933M +$348M -$94.6M +$253M IJT, IJH, JNJ, XLC, FREL 13F-HR 5/6/2019, 03:10 PM
Q4 2018 196 $613M +$89.4M -$396M -$307M FUTY, IJT, IJH, JNJ, MCD 13F-HR 2/7/2019, 11:28 AM
Q3 2018 230 $1B +$176M -$161M +$14.7M IJT, IJH, XLC, FREL, FTEC 13F-HR 11/2/2018, 09:55 AM
Q2 2018 205 $945M +$216M -$186M +$30M XLC, FREL, FTEC, FENY, FNCL 13F-HR 8/6/2018, 10:35 AM
Q1 2018 206 $896M +$229M -$172M +$57.1M FTEC, FNCL, FDIS, FHLC, FIDU 13F-HR 5/11/2018, 09:40 AM
Q4 2017 188 $853M +$66.3M -$47.9M +$18.4M AGG, IJH, IJT, FENY, FTEC 13F-HR 2/5/2018, 11:44 AM
Q3 2017 182 $801M +$44.4M -$40M +$4.35M AGG, IJH, IJT, FTEC, FNCL 13F-HR 10/31/2017, 03:55 PM
Q2 2017 176 $771M +$77.5M -$52.1M +$25.4M AGG, IJH, IJT, JNJ, FTEC 13F-HR 8/11/2017, 11:16 AM
Q1 2017 181 $731M +$169M -$127M +$41.7M AGG, IJH, IJT, JNJ, FTEC 13F-HR 4/28/2017, 10:21 AM
Q4 2016 153 $661M +$162M -$139M +$22.6M AGG, IJH, IJT, FENY, FTEC 13F-HR 2/8/2017, 12:17 PM
Q3 2016 142 $632M +$109M -$97.3M +$11.4M AGG, IJH, IJT, MUB, JNJ 13F-HR 11/14/2016, 05:45 PM
Q2 2016 138 $609M +$178M -$167M +$10.6M AGG, JNJ, MUB, IJH, IJT 13F-HR 8/10/2016, 01:56 PM
Q1 2016 127 $539M +$156M -$191M -$34.5M AGG, FSTA, FUTY, FDIS, FIDU 13F-HR 5/12/2016, 11:52 AM
Q4 2015 122 $606M +$150M -$197M -$46.8M AGG, FTEC, FSTA, FHLC, FDIS 13F-HR 1/29/2016, 03:20 PM
Q3 2015 133 $648M $0 $0 AGG, IJT, IJH, EMLP, FHLC 13F-HR 11/2/2015, 11:21 AM
Q2 2015 133 $691M +$56.3M -$2.1B -$2.04B AGG, IJT, IJH, EMLP, FTEC Restatement 9/29/2015, 11:22 AM
Q1 2015 145 $2.73B +$1.15B -$467M +$680M IBB, IYH, IXJ, LQD, AGG 13F-HR 5/7/2015, 10:26 AM
Q4 2014 147 $2.08B +$894M -$410M +$484M AGG, MBB, IBB, IYC, IYH 13F-HR 1/28/2015, 10:30 AM
Q3 2014 158 $1.53B +$473M -$342M +$131M IGSB, IYC, XLV, XLF, XLP 13F-HR 11/6/2014, 11:11 AM
Q2 2014 161 $1.41B +$585M -$432M +$153M IGSB, IYJ, FLOT, FUTY, XLU 13F-HR 8/13/2014, 11:49 AM
Q1 2014 128 $1.22B +$363M -$377M -$13.8M IYJ, XLE, XLF, IGSB, XLV 13F-HR 5/6/2014, 05:54 PM
Q4 2013 148 $1.17B $0 $0 XLF, IYJ, XLE, XLP, FIW 13F-HR 2/6/2014, 01:38 PM