0001352764-15-000002.txt : 20150128
0001352764-15-000002.hdr.sgml : 20150128
20150128103033
ACCESSION NUMBER: 0001352764-15-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20141231
FILED AS OF DATE: 20150128
DATE AS OF CHANGE: 20150128
EFFECTIVENESS DATE: 20150128
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: 15553526
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
12-31-2014
12-31-2014
Beaumont Financial Partners, LLC
250 1ST AVENUE
SUITE 101
NEEDHAM
MA
02494
13F HOLDINGS REPORT
028-11748
N
Michael Snyder
Chief Compliance Officer
781-400-2832
Michael Snyder
Needham
MA
01-28-2015
0
147
2077509
false
INFORMATION TABLE
2
bfp-13f12312014.xml
BEAUMONT FINANCIAL PARTNERS Q4 2014 13F
3M Co
COM
88579y101
438
2668
SH
SOLE
0
0
0
2668
Abbott Laboratories
COM
002824100
11891
264129
SH
SOLE
0
0
0
264129
Actavis PLC
SHS
G0083B108
5985
23249
SH
SOLE
0
0
0
23249
Aetna Inc
COM
00817Y108
375
4216
SH
SOLE
0
0
0
4216
American International Group I
COM
026874784
11094
198078
SH
SOLE
0
0
0
198078
Apple Inc
COM
037833100
2127
19267
SH
SOLE
0
0
0
19267
AT&T Inc
COM
00206r102
6301
187599
SH
SOLE
0
0
0
187599
Baltic Trading Limited
COM
Y0553W103
400
159358
SH
SOLE
0
0
0
159358
Baxter Intl Inc
COM
071813109
8739
119238
SH
SOLE
0
0
0
119238
BCE Inc
COM
05534b760
1427
31125
SH
SOLE
0
0
0
31125
Berkshire Hathaway Inc Cl B
COM
084670702
724
4824
SH
SOLE
0
0
0
4824
Bristol-Myers Squibb Co
COM
110122108
359
6074
SH
SOLE
0
0
0
6074
Celgene Corp
COM
151020104
1341
11992
SH
SOLE
0
0
0
11992
Central Fund CDA Ltd Cl A
CL A
153501101
7209
622572
SH
SOLE
0
0
0
622572
Cisco Systems Inc
COM
17275r102
4222
151780
SH
SOLE
0
0
0
151780
Coca-Cola Co
COM
191216100
442
10467
SH
SOLE
0
0
0
10467
Cummins Inc
COM
231021106
224
1551
SH
SOLE
0
0
0
1551
CVS Caremark Corp
COM
126650100
5164
53622
SH
SOLE
0
0
0
53622
Danaher Corp
COM
235851102
439
5126
SH
SOLE
0
0
0
5126
DirecTV
COM
25490a309
6825
78725
SH
SOLE
0
0
0
78725
Disney Walt Co
COM
254687106
6080
64550
SH
SOLE
0
0
0
64550
Du Pont E I de Nemours & Co
COM
263534109
4768
64482
SH
SOLE
0
0
0
64482
EGS Emerging Global
EGSHR EM DOM
268461621
575
25425
SH
SOLE
0
0
0
25425
EMC Corp MA
COM
268648102
934
31408
SH
SOLE
0
0
0
31408
Emerson Electric Co
COM
291011104
401
6500
SH
SOLE
0
0
0
6500
Energy Transfer Equity LP
COM UT LTD PTN
29273V100
1150
20040
SH
SOLE
0
0
0
20040
Exxon Mobil Corp
COM
30231g102
2199
23785
SH
SOLE
0
0
0
23785
Facebook Inc
COM CL A
30303M102
259
3318
SH
SOLE
0
0
0
3318
Fidelity
MSCI MAT IDX
316092881
27275
991148
SH
SOLE
0
0
0
991148
Fidelity
MSCI CONSM DIS
316092204
31553
1079845
SH
SOLE
0
0
0
1079845
Fidelity
MSCI HLTH CARE IDX
316092600
31553
959060
SH
SOLE
0
0
0
959060
Fidelity
MSCI IND IDX
316092709
31553
1095973
SH
SOLE
0
0
0
1095973
Fidelity
MSCI CON STPLS IDX
316092303
31553
1071041
SH
SOLE
0
0
0
1071041
Fidelity
MSCI INFO TECH IDX
316092808
31553
995679
SH
SOLE
0
0
0
995679
Fidelity
MSCI UTILS INDEX
316092865
31553
1032496
SH
SOLE
0
0
0
1032496
Fidelity
MSCI FIN IDX
316092501
31842
1093093
SH
SOLE
0
0
0
1093093
FIRST TR EXCHANGE TRADED ALPHA FD
DJ INTERNET IDX ETF
33733E302
1658
27040
SH
SOLE
0
0
0
27040
FIRST TR EXCHANGE TRADED ALPHA FD
CONSUMR DISCRE
33734X101
30202
843636
SH
SOLE
0
0
0
843636
FIRST TR EXCHANGE TRADED ALPHA FD
CONS STPLS ALPHA
33734X119
30202
709471
SH
SOLE
0
0
0
709471
FIRST TR EXCHANGE TRADED ALPHA FD
HEALTHCARE ALPHA
33734X143
30202
500948
SH
SOLE
0
0
0
500948
FIRST TR EXCHANGE TRADED ALPHA FD
FINLS ALPHADEX
33734X135
30202
1297901
SH
SOLE
0
0
0
1297901
FIRST TR EXCHANGE TRADED ALPHA FD
INDLS PROD DUR
33734X150
30202
995785
SH
SOLE
0
0
0
995785
FIRST TR EXCHANGE TRADED ALPHA FD
TECHNOLOGY ALPHADX
33734X176
30202
875171
SH
SOLE
0
0
0
875171
FIRST TR EXCHANGE TRADED ALPHA FD
UTILITIES ALPHADX
33734X184
30202
1213913
SH
SOLE
0
0
0
1213913
FIRST TR EXCHANGE TRADED FD
RBA QUAL IN ETF
33738R803
2382
108589
SH
SOLE
0
0
0
108589
FIRST TR EXCHANGE TRADED FD
SENIOR LN FD
33738D309
5254
108349
SH
SOLE
0
0
0
108349
First Trust ETF
NA ENERGY
33738D101
18908
671691
SH
SOLE
0
0
0
671691
General Electric Co
COM
369604103
13645
539972
SH
SOLE
0
0
0
539972
General Mills Inc
COM
370334104
405
7596
SH
SOLE
0
0
0
7596
Gilead Sciences Inc
COM
375558103
1344
14254
SH
SOLE
0
0
0
14254
Google Inc Cl A
COM CL A
38259P508
3521
6636
SH
SOLE
0
0
0
6636
Google Inc Cl C
COM CL C
38259P706
243
462
SH
SOLE
0
0
0
462
Halyard Health Inc
COM
40650V100
382
8405
SH
SOLE
0
0
0
8405
Intel Corp
COM
458140100
291
8024
SH
SOLE
0
0
0
8024
International Business Machine
COM
459200101
723
4504
SH
SOLE
0
0
0
4504
iShares Silver TR
SILVER TR
46428Q109
357
23725
SH
SOLE
0
0
0
23725
iShares TR
BARCLYS 1-3 YR
464287457
326
3855
SH
SOLE
0
0
0
3855
iShares TR
RUSSELL 1000 VAL
464287598
412
3950
SH
SOLE
0
0
0
3950
iShares TR
MSCI Israel
464286632
419
8950
SH
SOLE
0
0
0
8950
iShares TR
S&P SMALL CAP 600
464287804
532
4666
SH
SOLE
0
0
0
4666
iShares TR
GLOB UTILITIES ETF
464288711
577
11744
SH
SOLE
0
0
0
11744
iShares TR
GLOB CONS STPL ETF
464288737
577
6444
SH
SOLE
0
0
0
6444
iShares TR
GLOBAL TECH ETF
464287291
577
6086
SH
SOLE
0
0
0
6086
iShares TR
GLOB INDSTRL ETF
464288729
577
8190
SH
SOLE
0
0
0
8190
iShares TR
GLOB CON DISC
464288745
577
6782
SH
SOLE
0
0
0
6782
iShares TR
BELGIUM CAPD
464286301
731
45136
SH
SOLE
0
0
0
45136
iShares TR
INTERMED CR BD ETF
464288638
731
6690
SH
SOLE
0
0
0
6690
iShares TR
CORE STERM USBD
46432F859
803
8010
SH
SOLE
0
0
0
8010
iShares TR
MSCI AC ASIA ETF
464288182
893
14662
SH
SOLE
0
0
0
14662
iShares TR
S&P INDEX
464287200
5615
27145
SH
SOLE
0
0
0
27145
iShares TR
NAT AMT FREE MUNI BD
464288414
8494
76982
SH
SOLE
0
0
0
76982
iShares TR
MSCI NETHERLANDS
464286814
9081
379888
SH
SOLE
0
0
0
379888
iShares TR
GLOBAL 100 ETF
464287572
9081
119145
SH
SOLE
0
0
0
119145
iShares TR
DJ US INDEX ETF
464287846
9680
93470
SH
SOLE
0
0
0
93470
iShares TR
RUSSELL MIDCAP VAL
464287473
9691
131381
SH
SOLE
0
0
0
131381
iShares TR
RUSSEL MIDCAP IDX
464287499
9691
58015
SH
SOLE
0
0
0
58015
iShares TR
RUSSEL MIDCAP GRO ETF
464287481
9696
104005
SH
SOLE
0
0
0
104005
iShares TR
FLTG RATE NT
46429B655
11467
226904
SH
SOLE
0
0
0
226904
iShares TR
BARCLYS INTER GV
464288612
16202
146425
SH
SOLE
0
0
0
146425
iShares TR
S&P MIDCAP 400
464287507
16430
113466
SH
SOLE
0
0
0
113466
iShares TR
SMALL CAP GRO
464287887
16454
134438
SH
SOLE
0
0
0
134438
iShares TR
RUSSELL 1000 ETF
464287622
18030
157288
SH
SOLE
0
0
0
157288
iShares TR
GLOBAL FINANCIAL
464287333
18761
332294
SH
SOLE
0
0
0
332294
iShares TR
BARCLYS 1-3 YR CR
464288646
22747
216268
SH
SOLE
0
0
0
216268
iShares TR
7-10 YR TR BD ETF
464287440
22904
216096
SH
SOLE
0
0
0
216096
iShares TR
GOV CRD BND ETF
464288596
23635
206405
SH
SOLE
0
0
0
206405
iShares TR
SELECT DIVID ETF
464287168
28755
362148
SH
SOLE
0
0
0
362148
iShares TR
HIGH DIV US EQ
46429B663
29142
380736
SH
SOLE
0
0
0
380736
iShares TR
US FIN SVC ETF
464287770
31254
340344
SH
SOLE
0
0
0
340344
iShares TR
DJ US TECH SEC
464287721
34684
332221
SH
SOLE
0
0
0
332221
iShares TR
DJ US CONS GD ETF
464287812
43968
419698
SH
SOLE
0
0
0
419698
iShares TR
RUSSELL 1000 GRO
464287614
44469
465098
SH
SOLE
0
0
0
465098
iShares TR
GLOBAL HLTHCRE
464287325
62575
628514
SH
SOLE
0
0
0
628514
iShares TR
AGENCY BD FD
464288166
67603
597727
SH
SOLE
0
0
0
597727
iShares TR
US CONS SRVC INDEX
464287580
84901
616299
SH
SOLE
0
0
0
616299
iShares TR
DJ US HLTHCARE ETF
464287762
84901
589061
SH
SOLE
0
0
0
589061
iShares TR
NASDAQ BIOTECH
464287556
85600
282184
SH
SOLE
0
0
0
282184
iShares TR
BARCLYS MBS BD
464288588
95355
872254
SH
SOLE
0
0
0
872254
iShares TR
AGG USBD ETF
464287226
100578
913349
SH
SOLE
0
0
0
913349
Johnson & Johnson
COM
478160104
15739
150511
SH
SOLE
0
0
0
150511
JPMorgan Chase & Co
COM
46625h100
320
5109
SH
SOLE
0
0
0
5109
Kimberly Clark Corp
COM
494368103
8093
70047
SH
SOLE
0
0
0
70047
Kinder Morgan Inc DEL
COM
49456B101
12242
289352
SH
SOLE
0
0
0
289352
KKR & Co LP DEL
COM
48248M102
232
10000
SH
SOLE
0
0
0
10000
Laclede Group Inc
COM
505597104
259
4875
SH
SOLE
0
0
0
4875
Lamar Advertising Co
CL A
512816109
5024
93653
SH
SOLE
0
0
0
93653
McDonalds Corp
COM
580135101
744
7945
SH
SOLE
0
0
0
7945
Merck & Co Inc
COM
58933y105
3234
56938
SH
SOLE
0
0
0
56938
Mercury Computer Systems
COM
589378108
451
32433
SH
SOLE
0
0
0
32433
Microsoft Corp
COM
594918104
351
7565
SH
SOLE
0
0
0
7565
Mondelez Intl Inc
CL A
609207105
1594
43877
SH
SOLE
0
0
0
43877
Morgan Stanley
COM
617446448
311
8018
SH
SOLE
0
0
0
8018
Oracle Corp
COM
68389x105
5703
126818
SH
SOLE
0
0
0
126818
Pengrowth Energy Corp
COM
70706p104
40
12712
SH
SOLE
0
0
0
12712
PepsiCo Inc
COM
713448108
353
3732
SH
SOLE
0
0
0
3732
Pfizer Inc
COM
717081103
4638
148894
SH
SOLE
0
0
0
148894
Phillips 66 Partners LP
COM UNIT REP INT
718549207
324
4700
SH
SOLE
0
0
0
4700
PIMCO ETF TR
ENHAN SHRT MAT
72201R833
1970
19497
SH
SOLE
0
0
0
19497
Procter & Gamble Co
COM
742718109
573
6290
SH
SOLE
0
0
0
6290
Schlumberger Ltd
COM
806857108
210
2455
SH
SOLE
0
0
0
2455
SemGroup Corp
COM CL A
81663A105
5078
74256
SH
SOLE
0
0
0
74256
SPDR TR
INTL FINCL ETF
78463X699
289
13928
SH
SOLE
0
0
0
13928
SPDR TR
SBI INT TECH
81369Y803
356
8612
SH
SOLE
0
0
0
8612
SPDR TR
BARC SHT TR CP
78464A474
6424
210105
SH
SOLE
0
0
0
210105
SPDR TR
S&P WORLD EX US
78463X889
13157
489120
SH
SOLE
0
0
0
489120
SPDR TR
INTL HEALTH ETC
78463X681
13295
284323
SH
SOLE
0
0
0
284323
SPDR TR
SBI CONS DISCR
81369Y407
34684
480718
SH
SOLE
0
0
0
480718
SPDR TR
SBI INT-INDS
81369Y704
34689
613095
SH
SOLE
0
0
0
613095
SPDR TR
SBI CONS STPLS
81369Y308
34694
715478
SH
SOLE
0
0
0
715478
SPDR TR
SBI INTL FINANCIAL
81369Y605
34699
1403091
SH
SOLE
0
0
0
1403091
SPDR TR
SBI HEALTHCARE
81369Y209
34756
508282
SH
SOLE
0
0
0
508282
SPDR TR
SBI INT UTILITIES
81369Y886
34832
737654
SH
SOLE
0
0
0
737654
Sprott Physical Gold TR
UNIT
85207H104
2584
264464
SH
SOLE
0
0
0
264464
SSGA Active ETF TR
BLKSTN GSOSRLN
78467V608
597
12240
SH
SOLE
0
0
0
12240
Team Health Holdings Inc
COM
87817A107
230
4000
SH
SOLE
0
0
0
4000
TJX Cos Inc
COM
872540109
293
4276
SH
SOLE
0
0
0
4276
Unilever PLC
SPON ADR
904767704
406
10030
SH
SOLE
0
0
0
10030
United Technologies Corp
COM
913017109
10182
88540
SH
SOLE
0
0
0
88540
Vanguard BD Index Fund
INTERMED TERM
921937819
228
2688
SH
SOLE
0
0
0
2688
Vanguard Index Funds
MID CAP ETF
922908629
384
3104
SH
SOLE
0
0
0
3104
Vanguard Index Funds
REIT ETF
922908553
11671
144087
SH
SOLE
0
0
0
144087
Vanguard Index Funds
GROWTH ETF
922908736
12579
120503
SH
SOLE
0
0
0
120503
Verizon Communications Inc
COM
92343v104
9951
212721
SH
SOLE
0
0
0
212721
Visa Inc
CL A
92826C839
11318
43165
SH
SOLE
0
0
0
43165
Wal-Mart Stores Inc
COM
931142103
313
3646
SH
SOLE
0
0
0
3646
Wells Fargo & Co
COM
949746101
314
5719
SH
SOLE
0
0
0
5719
WisdomTree
BLMBG US BULL
97717W471
66871
2470318
SH
SOLE
0
0
0
2470318