Chief Compliance Officer

0001352764-21-000009.txt : 20211112 0001352764-21-000009.hdr.sgml : 20211112 20211112112450 ACCESSION NUMBER: 0001352764-21-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211112 DATE AS OF CHANGE: 20211112 EFFECTIVENESS DATE: 20211112 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: 211401522 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 09-30-2021 09-30-2021 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 11-12-2021 0 355 1296270 false INFORMATION TABLE 2 Beaumont_Q3_2021_13F_Final.xml BEAUMONT Q3 2021 13F SUBMISSION 3M CO COM 88579Y101 843 4806 SH SOLE 0 4806 0 0 ABBOTT LABS COM 002824100 13157 111339 SH SOLE 0 111339 0 0 ABBVIE INC COM 00287Y109 945 8764 SH SOLE 0 8764 0 0 ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 263 15600 SH SOLE 0 15600 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1191 3708 SH SOLE 0 3708 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 1004 1742 SH SOLE 0 1742 0 0 ADVANCED MICRO DEVICES INC COM 007903107 379 3680 SH SOLE 0 3680 0 0 AERCAP HOLDINGS NV SHS N00985106 219 3795 SH SOLE 0 3795 0 0 AFLAC INC COM 001055102 283 5436 SH SOLE 0 5436 0 0 AIR PRODS & CHEMS INC COM 009158106 499 1939 SH SOLE 0 1939 0 0 ALEXANDERS INC COM 014752109 260 999 SH SOLE 0 999 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 318 2147 SH SOLE 0 2147 0 0 ALITHYA GROUP 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CORE S&P MCAP ETF 464287507 31739 120644 SH SOLE 0 120644 0 0 ISHARES TR EXPND TECH SFTWARE 464287515 253 633 SH SOLE 0 633 0 0 ISHARES TR NASDAQ BIOTECH 464287556 2335 14445 SH SOLE 0 14445 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 378 2516 SH SOLE 0 2516 0 0 ISHARES TR RUS 1000 GRWTH ETF 464287614 773 2819 SH SOLE 0 2819 0 0 ISHARES TR RUS 1000 ETF 464287622 27483 113703 SH SOLE 0 113703 0 0 ISHARES TR CORE S&P US GRWTH 464287671 511 4990 SH SOLE 0 4990 0 0 ISHARES TR S&P MID400 VAL 464287705 231 2239 SH SOLE 0 2239 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1335 12230 SH SOLE 0 12230 0 0 ISHARES TR SEMICNDCTR 464287523 208 466 SH SOLE 0 466 0 0 ISHARES TR S&P SCP 600 GRWTH 464287887 22091 169871 SH SOLE 0 169871 0 0 ISHARES TR SHRT NAT MUNI ETF 464288158 3183 29594 SH SOLE 0 29594 0 0 ISHARES TR EAFE SML CP ETF 464288273 361 4850 SH SOLE 0 4850 0 0 ISHARES TR NATIONAL MUNI ETF 464288414 5703 49091 SH SOLE 0 49091 0 0 ISHARES TR GOV CR BOND ETF 464288596 735 6032 SH SOLE 0 6032 0 0 ISHARES TR INTERM GOV CR ETF 464288612 365 3173 SH SOLE 0 3173 0 0 ISHARES TR ST CORP BD ETF 464288646 1273 23298 SH SOLE 0 23298 0 0 ISHARES TR PFD AND INCM SEC 464288687 230 5938 SH SOLE 0 5938 0 0 ISHARES TR US HOME CONSTN ETF 464288752 231 3487 SH SOLE 0 3487 0 0 ISHARES TR US TRSRY BD 46429B267 248 9363 SH SOLE 0 9363 0 0 ISHARES TR AAA-A RTD CRP BD ETF 46429B291 911 16166 SH SOLE 0 16166 0 0 ISHARES TR CORE HIGH DIVD ETF 46429B663 7569 80296 SH SOLE 0 80296 0 0 ISHARES TR MSCI USA MIN VOL FCT 46429B697 9936 135180 SH SOLE 0 135180 0 0 ISHARES TR MSCI USA QLTY FCTR 46432F339 342 2593 SH SOLE 0 2593 0 0 ISHARES TR CORE 1-5 YR USD BND 46432F859 281 5503 SH SOLE 0 5503 0 0 ISHARES TR CORE TTL USD BD MKT 46434V613 270 5064 SH SOLE 0 5064 0 0 ISHARES TR CORE DIVD GRW ETF 46434V621 13188 262493 SH SOLE 0 262493 0 0 ISHARES TR IBONDS DEC21 ETF 46434VBK5 297 12000 SH SOLE 0 12000 0 0 JOHN HANCOCK EXCHANGE TRADED FUND MLTDCTR MEDIA 47804J826 329 8815 SH SOLE 0 8815 0 0 JOHNSON & JOHNSON COM 478160104 24764 153312 SH SOLE 0 153312 0 0 JPMORGAN EXCHANGE TRADED FUND INTL BD OPP ETF 46641Q852 318 6180 SH SOLE 0 6180 0 0 JPMORGAN CHASE & CO COM 46625H100 3176 19401 SH SOLE 0 19401 0 0 KIMBERLY CLARK CORP COM 494368103 939 7079 SH SOLE 0 7079 0 0 KKR & CO INC COM 48251W104 634 10420 SH SOLE 0 10420 0 0 KORNIT DIGITAL LTD SHS M6372Q113 209 1442 SH SOLE 0 1442 0 0 KRANESHARES TR BOSERA MSCI CH 500767405 750 16400 SH SOLE 0 16400 0 0 LABORATORY CORP AMER HLDNGS COM 50540R409 214 762 SH SOLE 0 762 0 0 LAM RESEARCH CORP COM 512807108 2398 4213 SH SOLE 0 4213 0 0 LAUDER ESTEE COS INC CL A 518439104 246 820 SH SOLE 0 820 0 0 LILLY ELI & CO COM 532457108 1975 8550 SH SOLE 0 8550 0 0 LOCKHEED MARTIN CORP COM 539830109 931 2699 SH SOLE 0 2699 0 0 LOWES COS INC COM 548661107 23247 114546 SH SOLE 0 114546 0 0 MASTERCARD INCORPORATED CL A 57636Q104 3113 8937 SH SOLE 0 8937 0 0 MCDONALDS CORP COM 580135101 23210 96247 SH SOLE 0 96247 0 0 MERCK & CO. 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SH SOLE 0 10217 0 0 OSHARES ETF TR OSHARES US QUALT 67110P407 3135 75321 SH SOLE 0 75321 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 4819 200456 SH SOLE 0 200456 0 0 PARKER-HANNIFIN CORP COM 701094104 320 1145 SH SOLE 0 1145 0 0 PAYCHEX INC COM 704326107 656 5837 SH SOLE 0 5837 0 0 PAYCOM SOFTWARE INC COM 70432V102 504 1017 SH SOLE 0 1017 0 0 PAYPAL HLDGS INC COM 70450Y103 15472 59459 SH SOLE 0 59459 0 0 PEPSICO INC COM 713448108 16485 109592 SH SOLE 0 109592 0 0 PERKINELMER INC COM 714046109 7505 43308 SH SOLE 0 43308 0 0 PFIZER INC COM 717081103 1156 26884 SH SOLE 0 26884 0 0 PIMCO ETF TR 15+ YR US TIP ETF 72201R304 231 2660 SH SOLE 0 2660 0 0 PIMCO ETF TR EHHAN SHRT MA ACT 72201R833 534 5234 SH SOLE 0 5234 0 0 PIMCO ETF TR INTER MUN BD ACT 72201R866 3468 61519 SH SOLE 0 61519 0 0 PROCTER AND GAMBLE CO COM 742718109 3005 21493 SH SOLE 0 21493 0 0 PROGRESSIVE CORP COM 743315103 8576 94876 SH SOLE 0 94876 0 0 PROLOGIS INC COM 74340W103 225 1793 SH SOLE 0 1793 0 0 PROSHARES TR S&P500 DV ARIST 74348A467 700 7911 SH SOLE 0 7911 0 0 QUALCOMM INC COM 747525103 1258 9754 SH SOLE 0 9754 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1777 20666 SH SOLE 0 20666 0 0 REPUBLIC SVCS INC COM 760759100 462 3852 SH SOLE 0 3852 0 0 ROBLOX CORP CL A 771049103 709 9387 SH SOLE 0 9387 0 0 ROPER TECHNOLOGIES INC COM 776696106 274 608 SH SOLE 0 608 0 0 S&P GLOBAL INC COM 78409V104 1144 2693 SH SOLE 0 2693 0 0 SALESFORCE COM INC COM 79466L302 838 3092 SH SOLE 0 3092 0 0 SCHWAB CHARLES CORP COM 808513105 242 3324 SH SOLE 0 3324 0 0 SCHWAB U.S. LARGE-CAP ETF US LRG CAP ETF 808524201 2015 19370 SH SOLE 0 19370 0 0 SCHWAB U.S. MID-CAP ETF US MID-CAP ETF 808524508 479 6247 SH SOLE 0 6247 0 0 SCHWAB US DIVIDEND EQUITY ETF US DIVIDEND EQ 808524797 916 12335 SH SOLE 0 12335 0 0 SEI INVTS CO COM 784117103 492 8290 SH SOLE 0 8290 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 1116 14106 SH SOLE 0 14106 0 0 SELECT SECTOR SPDR TR HEALTHCARE 81369Y209 1789 14048 SH SOLE 0 14048 0 0 SELECT SECTOR SPDR TR CONS STPLS 81369Y308 3495 50757 SH SOLE 0 50757 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1077 5995 SH SOLE 0 5995 0 0 SELECT SECTOR SPDR TR FINANCIALS 81369Y605 1785 47550 SH SOLE 0 47550 0 0 SELECT SECTOR SPDR TR INDUSTRIALS 81369Y704 2387 24402 SH SOLE 0 24402 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1515 10150 SH SOLE 0 10150 0 0 SELECT SECTOR SPDR TR COMM SRVCS 81369Y852 1341 16737 SH SOLE 0 16737 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 1051 23650 SH SOLE 0 23650 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2401 37598 SH SOLE 0 37598 0 0 SERVICENOW INC COM 81762P102 244 394 SH SOLE 0 394 0 0 SHERWIN WILLIAMS CO COM 824348106 473 1692 SH SOLE 0 1692 0 0 SKILLZ INC COM 83067L109 298 30353 SH SOLE 0 30353 0 0 SONO TEK CORP COM 835483108 150 36671 SH SOLE 0 36671 0 0 SONY CORP SPONSORED ADR 835699307 15867 143486 SH SOLE 0 143486 0 0 SOUTHERN CO COM 842587107 617 9953 SH SOLE 0 9953 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 740 2186 SH SOLE 0 2186 0 0 SPDR GOLD TR GOLD SHS 78463V107 384 2341 SH SOLE 0 2341 0 0 SPDR INDEX SHS FDS LOW CARBON ETF 78463X194 329 2620 SH SOLE 0 2620 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLD XUS 78463X889 1308 36146 SH SOLE 0 36146 0 0 SPDR INDEX SHS FDS INT TRM CORP BND ETF 78464A375 899 24612 SH SOLE 0 24612 0 0 SPDR PORTFOLIO AGGREGATE BOND ETF PORTFOLIO AGRGTE 78464A649 461 15445 SH SOLE 0 15445 0 0 SPDR PORTFOLIO AGGREGATE BOND ETF TIPS ETF 78464A656 649 20863 SH SOLE 0 20863 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1680 3916 SH SOLE 0 3916 0 0 SPDR S&P DIVIDEND ETF S&P DIVID ETF 78464A763 721 6132 SH SOLE 0 6132 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1236 2571 SH SOLE 0 2571 0 0 SPDR SER TR COMP SOFTWARE 78464A599 649 3780 SH SOLE 0 3780 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 213 3330 SH SOLE 0 3330 0 0 SPDR SER TR PORTFOLIO SHRT 78464A474 322 10300 SH SOLE 0 10300 0 0 SPDR SER TR S&P1500 COMP STK MKT 78464A805 249 4697 SH SOLE 0 4697 0 0 SPDR SER TR S&P BIOTECH 78464A870 529 4207 SH SOLE 0 4207 0 0 SPDR SER TR PORTFOLIO SH TRSY 78468R101 296 9671 SH SOLE 0 9671 0 0 SPDR SER TR NUVEEN BARC MUNIC 78468R721 745 14441 SH SOLE 0 14441 0 0 SPDR SER TR SSGA GNDER ETF 78468R747 365 3610 SH SOLE 0 3610 0 0 SPIRE INC COM 84857L101 9130 149198 SH SOLE 0 149198 0 0 SPROTT PHYSICAL GOLD & SILVER TR UNIT 85208R101 11389 664887 SH SOLE 0 664887 0 0 SPROTT PHYSICAL GOLD TR UNIT 85207H104 1976 143222 SH SOLE 0 143222 0 0 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 191 24855 SH SOLE 0 24855 0 0 SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467V608 247 5371 SH SOLE 0 5371 0 0 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 17610 364436 SH SOLE 0 364436 0 0 STAG INDL INC COM 85254J102 275 7000 SH SOLE 0 7000 0 0 STARBUCKS CORP COM 855244109 439 3982 SH SOLE 0 3982 0 0 STERIS PLC SHS USD G8473T100 382 1869 SH SOLE 0 1869 0 0 STRYKER CORPORATION COM 863667101 736 2788 SH SOLE 0 2788 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 461 4132 SH SOLE 0 4132 0 0 TARGET CORP COM 87612E106 207 906 SH SOLE 0 906 0 0 TESLA INC COM 88160R101 520 670 SH SOLE 0 670 0 0 TEXAS INSTRS INC COM 882508104 1165 6063 SH SOLE 0 6063 0 0 THERAPEUTICSMD INC COM 88338N107 7 10000 SH SOLE 0 10000 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 974 1695 SH SOLE 0 1695 0 0 TJX COS INC COM 872540109 2998 45253 SH SOLE 0 45253 0 0 TRAVELERS COMPANIES INC COM 89417E109 204 1339 SH SOLE 0 1339 0 0 UNION PAC CORP COM 907818108 1358 6889 SH SOLE 0 6889 0 0 UNITED PARCEL SERVICE INC CL B 911312106 481 2641 SH SOLE 0 2641 0 0 UNITEDHEALTH GROUP INC COM 91324P102 2087 5342 SH SOLE 0 5342 0 0 URANIUM ENERGY CORP COM 916896103 47 15400 SH SOLE 0 15400 0 0 VANECK VECTORS ETF TR FALLEN ANGEL HY 92189F437 4817 145744 SH SOLE 0 145744 0 0 VANECK VECTORS ETF TR JP MRGAN EM LOC 92189H300 12091 403452 SH SOLE 0 403452 0 0 VANECK VECTORS ETF TR NATURAL RESOURC 92189F841 9332 205232 SH SOLE 0 205232 0 0 VANECK VECTORS ETF TR SEMICONDUCTOR ETF 92189F676 7933 30954 SH SOLE 0 30954 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 465 5669 SH SOLE 0 5669 0 0 VANGUARD INDEX FDS DIV APPREC IDX 921908844 228 1486 SH SOLE 0 1486 0 0 VANGUARD INDEX FDS EXT MRKT IDX 922908652 224 1228 SH SOLE 0 1228 0 0 VANGUARD INDEX FDS SMALL CAP ETF 922908751 456 2086 SH SOLE 0 2086 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 84728 214827 SH SOLE 0 214827 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2404 23620 SH SOLE 0 23620 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2218 11037 SH SOLE 0 11037 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 22444 77347 SH SOLE 0 77347 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 5071 37460 SH SOLE 0 37460 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 923 4157 SH SOLE 0 4157 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 221 935 SH SOLE 0 935 0 0 VANGUARD INTL EQUITY INDEX FD TT WRLD ST ETF 922042742 65817 646345 SH SOLE 0 646345 0 0 VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 922042858 1033 20649 SH SOLE 0 20649 0 0 VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US 922042775 464 7606 SH SOLE 0 7606 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM CB IDX 92206C409 230 2786 SH SOLE 0 2786 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 439 6228 SH SOLE 0 6228 0 0 VANGUARD SCOTTSDALE FDS MORTGE BACK SEC ETF 92206C771 899 16867 SH SOLE 0 16867 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 751 14884 SH SOLE 0 14884 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 664 2830 SH SOLE 0 2830 0 0 VANGUARD WORLD FD MEGA CAP INDEX 921910873 33222 218009 SH SOLE 0 218009 0 0 VERASTEM INC COM 92337C104 148 48000 SH SOLE 0 48000 0 0 VERISIGN INC COM 92343E102 313 1528 SH SOLE 0 1528 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 879 16276 SH SOLE 0 16276 0 0 VICOR CORP COM 925815102 268 2000 SH SOLE 0 2000 0 0 VISA INC COM CL A 92826C839 17578 78909 SH SOLE 0 78909 0 0 WALMART INC COM 931142103 745 5343 SH SOLE 0 5343 0 0 WASTE MGMT INC DEL COM 94106L109 459 3070 SH SOLE 0 3070 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 232 547 SH SOLE 0 547 0 0 WISDOMTREE TR BLMBG US BULL 97717W471 668 25736 SH SOLE 0 25736 0 0 WISDOMTREE TR EM EX ST-OWNED 97717X578 2446 65548 SH SOLE 0 65548 0 0 WISDOMTREE TR US GRO & MMTM FD 97717Y584 8957 350392 SH SOLE 0 350392 0 0 WISDOMTREE TR US QTLY DIV GRT 97717X669 526 8934 SH SOLE 0 8934 0 0 YUM BRANDS INC COM 988498101 228 1864 SH SOLE 0 1864 0 0 ZOETIS INC CL A 98978V103 223 1150 SH SOLE 0 1150 0 0