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Beaumont Financial Partners, LLC

Q4 2017 Holdings

Filed 2018-02-05 | 188 holdings | $6.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Verastem IncCOM92337C104$3110,0000.0%
MFS Mun Income TR(MFM)SH BEN INT552738106$7410,7470.0%
Blackrock Munivest FD Inc(MVF)COM09253R105$10410,8170.0%
Dover Corp(DOV)COM260003108$2022,0000.0%
iShares TR(ACWI)MSCI ACWI ETF464288257$2022,8000.0%
iShares TR(LQD)IBOXX INV CP ETF464287242$2031,6670.0%
Bank Amer Corp(BAC)COM060505104$2036,8740.0%
Edgewater Technology IncCOM280358102$20532,7800.0%
Capital One Finl Corp(COF)COM14040H105$2062,0690.0%
Allergan PLCSHSG0177J108$2071,2630.0%
Vanguard Index Funds(VO)MID CAP ETF922908629$2071,3380.0%
KKR & Co L P delCOM UNITS48248M102$21110,0000.0%
NXP Semiconductors N V(NXPI)COMN6596X109$2161,8450.0%
Blackrock Inc.(BLKCHF)COM09247X101$2164210.0%
iShares TR(IWM)Russell 2000 ETF464287655$2171,4220.0%
iShares TR(DGRO)CORE DIV GRWTH46434V621$2176,2270.0%
Phillips 66 Partners LPCOM UNIT REP INT718549207$2224,2410.0%
Etfs Gold TRSHS26922Y105$2271,8000.0%
Independent Bank Corp Mass(INDB)COM453836108$2303,2980.0%
Powershares ETF TrustFTSE RAFI 100073935X583$2372,0830.0%
Parker Hannifin Corp(PH)COM701094104$2461,2350.0%
Nuveen Amt Free Qlty Mun Inc(XNEAX)COM670657105$26118,9960.0%
iShares TR(IGIB)INTERM CR BD ETF464288638$2612,3930.0%
iShares TR(GBF)GOV/CRED BD ETF464288596$2612,2940.0%
UnitedHealth Group Inc(UNH)COM91324P102$2621,1880.0%
Dominion Res Inc VA New(D)COM25746U109$2623,2320.0%
Southern Co(SO)COM842587107$2655,5010.0%
Novo-Nordisk A S(NVO)ADR670100205$2664,9540.0%
iShares TR(TIP)TIPS BD ETF464287176$2672,3440.0%
iShares TR(FLOT)FLTG RATE BD ETF46429B655$2735,3680.0%
TJX Cos Inc(TJX)COM872540109$2763,6150.0%
Broadcom Ltd(AVGO)SHSY09827109$2891,1240.0%
IPG Photonics Corp(IPGP)COM44980X109$2891,3500.0%
Raytheon Co(RTN1USD)COM NEW755111507$2901,5420.0%
Wells Fargo & Co(WFC)COM949746101$2904,7760.0%
Berkshire Hathaway Inc Del(BRK/A)CL A084670108$29810.0%
Altria Group Inc(MO)COM02209S103$2994,1910.0%
Automatic Data Processing Inc(ADP)COM053015103$2992,5560.0%
Emerson Elec Co(EMR)COM291011104$3054,3700.0%
Nuveen S&P 500 Buy-Write Inc(XBXMX)COM6706ER101$30721,5370.0%
Mercury Sys Inc(MRCY)COM589378108$3086,0000.0%
iShares TR(IUSB)CORE TOTAL USD46434V613$3156,1990.0%
Spdr Dow Jones Indl Avrg ETF(DIA)UT SER 178467X109$3181,2850.0%
Union Pacific Corp(UNP)COM907818108$3242,4150.0%
iShares TR(MTUM)USA MOMENTUM FCT46432F396$3383,2820.0%
Becton Dickinson & Co(BDX)COM075887109$3471,6230.0%
Disney Walt Co(DIS)COM254687106$3523,2780.0%
iShares TR(GOVT)US TREAS BD ETF46429B267$35514,1410.0%
Paychex Inc(PAYX)COM704326107$3575,2480.0%
Coca-Cola Co(KO)COM191216100$3617,8620.0%
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