• 13F History

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 301 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 301 $1.04B +$136M -$52M +$83.8M SGOV, AAPL, DBMF, MSFT, VOO 13F-HR 11/14/2022, 05:36 AM
Q2 2022 305 $1.11B +$339M -$132M +$207M SGOV, AAPL, VOO, MSFT, GOOGL 13F-HR 8/4/2022, 04:46 PM
Q1 2022 356 $1.31B +$232M -$180M +$52.2M VOO, AAPL, VT, MSFT, GOOGL 13F-HR 5/9/2022, 11:40 AM
Q4 2021 347 $1.38B +$116M -$76.5M +$39M VOO, VT, AAPL, MSFT, GOOGL 13F-HR 2/7/2022, 12:47 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 336 $1.18B +$220M -$207M +$12.9M VOO, VT, AAPL, MSFT, IJH 13F-HR 5/4/2021, 04:50 PM
Q4 2020 333 $1.12B +$188M -$156M +$32.4M VOO, AAPL, VT, IJT, MSFT 13F-HR 2/8/2021, 01:08 PM
Q3 2020 307 $1.04B +$192M -$136M +$55.6M AAPL, VOO, MSFT, AMZN, IJT 13F-HR 11/2/2020, 12:32 PM
Q2 2020 276 $954M +$257M -$189M +$67.4M AAPL, MSFT, IJT, AMZN, VUG 13F-HR 8/5/2020, 04:18 PM
Q1 2020 233 $780M +$226M -$175M +$50.4M VGSH, SPTS, SHY, SCHO, AAPL 13F-HR 5/8/2020, 11:42 AM
Q4 2019 281 $1.01B +$64.6M -$91.9M -$27.3M IJH, IJT, AAPL, JNJ, MSFT 13F-HR 2/6/2020, 01:28 PM
Q3 2019 272 $1B +$79.9M -$35.1M +$44.8M IJH, IJT, AAPL, MCD, JNJ 13F-HR 11/6/2019, 09:45 AM
Q2 2019 247 $967M +$153M -$101M +$52.8M IJT, IJH, JNJ, VOX, FTEC 13F-HR 8/6/2019, 03:32 PM
Q1 2019 231 $933M +$348M -$72.6M +$275M IJT, IJH, JNJ, XLC, FREL 13F-HR 5/6/2019, 03:10 PM
Q4 2018 196 $613M +$89.4M -$153M -$64M FUTY, IJT, IJH, JNJ, MCD 13F-HR 2/7/2019, 10:28 AM
Q3 2018 229 $1B +$176M -$147M +$28.8M IJT, IJH, XLC, FREL, FTEC 13F-HR 11/2/2018, 09:55 AM
Q2 2018 206 $945M +$217M -$60.1M +$157M XLC, FREL, FTEC, FENY, FNCL 13F-HR 8/6/2018, 10:35 AM
Q1 2018 206 $896M +$229M -$58.9M +$170M FTEC, FNCL, FDIS, FHLC, FIDU 13F-HR 5/11/2018, 09:40 AM
Q4 2017 188 $853M +$66.3M -$30M +$36.3M AGG, IJH, IJT, FENY, FTEC 13F-HR 2/5/2018, 10:44 AM
Q3 2017 182 $801M +$44.4M -$16M +$28.4M AGG, IJH, IJT, FTEC, FNCL 13F-HR 10/31/2017, 03:55 PM
Q2 2017 176 $771M +$77.5M -$29.3M +$48.1M AGG, IJH, IJT, JNJ, FTEC 13F-HR 8/11/2017, 11:16 AM
Q1 2017 180 $731M +$169M -$94.9M +$73.7M AGG, IJH, IJT, JNJ, FTEC 13F-HR 4/28/2017, 10:21 AM
Q4 2016 153 $661M +$162M -$42M +$120M AGG, IJH, IJT, FENY, FTEC 13F-HR 2/8/2017, 11:17 AM
Q3 2016 142 $632M +$109M -$77.9M +$30.8M AGG, IJH, IJT, MUB, JNJ 13F-HR 11/14/2016, 04:45 PM
Q2 2016 137 $607M +$193M -$141M +$51.9M AGG, JNJ, MUB, IJH, IJT 13F-HR 8/10/2016, 01:56 PM
Q1 2016 105 $538M +$156M -$99M +$56.8M AGG, FSTA, FUTY, FTEC, FDIS 13F-HR 5/12/2016, 11:52 AM
Q4 2015 122 $606M +$150M -$79.3M +$70.5M AGG, FTEC, FSTA, FDIS, FHLC 13F-HR 1/29/2016, 02:20 PM
Q3 2015 117 $647M AGG, IJT, IJH, EMLP, FNCL 13F-HR 11/2/2015, 10:21 AM
Q2 2015 133 $691M +$56.3M -$1.26B -$1.2B AGG, IJT, IJH, EMLP, FSTA Restatement 9/29/2015, 11:22 AM
Q1 2015 144 $2.73B +$1.15B -$174M +$973M IBB, IYH, IXJ, LQD, AGG 13F-HR 5/7/2015, 10:26 AM
Q4 2014 147 $2.08B +$894M -$160M +$734M AGG, MBB, IBB, IYC, IYH 13F-HR 1/28/2015, 09:30 AM
Q3 2014 158 $1.53B +$473M -$71.5M +$401M IGSB, IYC, XLV, XLF, XLP 13F-HR 11/6/2014, 10:11 AM
Q2 2014 160 $1.4B +$585M -$342M +$243M IGSB, IYJ, FLOT, FUTY, XLU 13F-HR 8/13/2014, 11:49 AM
Q1 2014 128 $1.22B +$363M -$187M +$176M IYJ, XLE, XLF, IGSB, XLV 13F-HR 5/6/2014, 05:54 PM
Q4 2013 147 $1.17B XLF, IYJ, XLE, XLP, FIW 13F-HR 2/6/2014, 12:38 PM