Chief Compliance Officer

0001352764-20-000011.txt : 20201102 0001352764-20-000011.hdr.sgml : 20201102 20201102133239 ACCESSION NUMBER: 0001352764-20-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201102 DATE AS OF CHANGE: 20201102 EFFECTIVENESS DATE: 20201102 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: 201279852 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 09-30-2020 09-30-2020 Beaumont Financial Partners, LLC

250 1ST AVENUE SUITE 101 NEEDHAM MA 02494

13F HOLDINGS REPORT 028-11748 N Michael Snyder Chief Compliance Officer 7814002832 Michael Snyder Needham MA 11-02-2020 0 308 1047122 false INFORMATION TABLE 2 Beaumont_13F_Q3_2020_Final.xml BEAUMONT Q3 2020 13F SUBMISSION 3M CO COM 88579Y101 975 6089 SH SOLE 0 6089 0 0 ABBOTT LABS COM 002824100 13010 119544 SH SOLE 0 119544 0 0 ABBVIE INC COM 00287Y109 901 10285 SH SOLE 0 10285 0 0 ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 283 15600 SH SOLE 0 15600 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 567 2511 SH SOLE 0 2511 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 742 1512 SH SOLE 0 1512 0 0 AIR PRODS & CHEMS INC COM 009158106 394 1321 SH SOLE 0 1321 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 400 1360 SH SOLE 0 1360 0 0 ALITHYA GROUP INC CL A SUB VTG 01643B106 64 28608 SH SOLE 0 28608 0 0 ALLSTATE CORP COM 020002101 302 3207 SH SOLE 0 3207 0 0 ALPHABET INC CAP STK CL A 02079K305 22460 15325 SH SOLE 0 15325 0 0 ALPHABET INC CAP STK CL C 02079K107 1413 961 SH SOLE 0 961 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5599 SH SOLE 0 5599 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 2328 6870 SH SOLE 0 6870 0 0 SPDR SER TR NUVEEN BARC MUNIC 78468R721 726 13972 SH SOLE 0 13972 0 0 SPDR SER TR PORTFOLIO SHRT 78464A474 404 12865 SH SOLE 0 12865 0 0 SPDR SER TR PORTFOLIO SH TRSY 78468R101 6673 217367 SH SOLE 0 217367 0 0 SPDR SER TR S&P 600 SML CAP 78464A813 760 12502 SH SOLE 0 12502 0 0 SPDR SER TR S&P BIOTECH 78464A870 486 4362 SH SOLE 0 4362 0 0 SPDR SER TR SSGA GNDER ETF 78468R747 277 3610 SH SOLE 0 3610 0 0 SPDR SER TR BLMBRG BRC CNVRT 78464A359 351 5091 SH SOLE 0 5091 0 0 SPIRE INC COM 84857L101 679 12769 SH SOLE 0 12769 0 0 SPROTT PHYSICAL GOLD & SILVER TR UNIT 85208R101 19036 1037949 SH SOLE 0 1037949 0 0 SPROTT PHYSICAL GOLD TR UNIT 85207H104 7759 515581 SH SOLE 0 515581 0 0 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 136 16430 SH SOLE 0 16430 0 0 SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467V608 663 14835 SH SOLE 0 14835 0 0 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 12153 246473 SH SOLE 0 246473 0 0 SSGA ACTIVE TR SPDR DBLELN SHRT 78470P200 3725 74866 SH SOLE 0 74866 0 0 STAG INDL INC COM 85254J102 213 7000 SH SOLE 0 7000 0 0 STARBUCKS CORP COM 855244109 416 4838 SH SOLE 0 4838 0 0 STERIS PLC SHS USD G8473T100 333 1892 SH SOLE 0 1892 0 0 STRYKER CORPORATION COM 863667101 640 3071 SH SOLE 0 3071 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 233 2869 SH SOLE 0 2869 0 0 TEXAS INSTRS INC COM 882508104 1048 7339 SH SOLE 0 7339 0 0 THERAPEUTICSMD INC COM 88338N107 55 35000 SH SOLE 0 35000 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 235 531 SH SOLE 0 531 0 0 TJX COS INC COM 872540109 1706 30653 SH SOLE 0 30653 0 0 UNION PAC CORP COM 907818108 1251 6357 SH SOLE 0 6357 0 0 UNITED PARCEL SERVICE INC CL B 911312106 369 2215 SH SOLE 0 2215 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1768 5670 SH SOLE 0 5670 0 0 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 2406 19169 SH SOLE 0 19169 0 0 VANGUARD ADMIRAL FDS INC SMLL CAP 600 IDX 921932828 1640 12701 SH SOLE 0 12701 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 393 4736 SH SOLE 0 4736 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1003 11373 SH SOLE 0 11373 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 26476 116322 SH SOLE 0 116322 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1396 8924 SH SOLE 0 8924 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 384 2178 SH SOLE 0 2178 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 8448 106986 SH SOLE 0 106986 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 32166 104555 SH SOLE 0 104555 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 976 5728 SH SOLE 0 5728 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 3621 34649 SH SOLE 0 34649 0 0 VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 922042858 1722 39814 SH SOLE 0 39814 0 0 VANGUARD INTL EQUITY INDEX FD TT WRLD ST ETF 922042742 22295 276476 SH SOLE 0 276476 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 356 1596 SH SOLE 0 1596 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 3476 55967 SH SOLE 0 55967 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 547 13383 SH SOLE 0 13383 0 0 VANGUARD WORLD FD MEGA CAP INDEX 921910873 6076 50675 SH SOLE 0 50675 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 454 2450 SH SOLE 0 2450 0 0 VERASTEM INC COM 92337C104 22 18000 SH SOLE 0 18000 0 0 VERISIGN INC COM 92343E102 314 1534 SH SOLE 0 1534 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1024 17216 SH SOLE 0 17216 0 0 VISA INC COM CL A 92826C839 17267 86347 SH SOLE 0 86347 0 0 WALMART INC COM 931142103 637 4552 SH SOLE 0 4552 0 0 WISDOMTREE TR EM EX ST-OWNED 97717X578 4038 119987 SH SOLE 0 119987 0 0 WISDOMTREE TR US QTLY DIV GRT 97717X669 5691 114814 SH SOLE 0 114814 0 0 WISDOMTREE TR CHINA DIV EX FIN 97717X719 1976 17581 SH SOLE 0 17581 0 0 WORLD GOLD TR SPDR GLD MINIS 98149E204 625 33240 SH SOLE 0 33240 0 0