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Beaumont Financial Partners, LLC

Q4 2018 Holdings

Filed 2019-02-07 | 196 holdings | $4.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Fidelity Comwlth TR(ONEQ)NDQ CP IDX TRK315912808$3891,4950.0%
Aflac Inc(AFL)COM001055102$3938,6210.0%
AT&T Inc(T)COM00206R102$39813,9600.0%
Vanguard Index FDS(VO)MID CAP ETF922908629$3992,8870.0%
Select Sector Spdr TR(XLF)SBI INT-FINL81369Y605$41017,2230.0%
Spdr Dow Jones Indl Avrg ETF(DIA)UT SER 178467X109$4131,7710.0%
Raytheon Co(RTN1USD)COM NEW755111507$4162,7150.0%
First TR Exchange Traded FD(FTSL)SENIOR LN FD33738D309$4509,8850.0%
BCE Inc(BCE)COM NEW05534B760$45411,4750.0%
Morgan Stanley(MS)COM617446448$45711,5210.0%
Stryker Corp(SYK)COM863667101$4632,9530.0%
iShares TR(AAXJ)MSCI AC ASIA ETF464288182$4647,3000.0%
Novo-Nordisk A S(NVO)ADR670100205$46710,1450.0%
Proshares TRULTRASHRT S&P50074347B383$47010,9390.0%
CME Group Inc(CME)COM CL A12572Q105$4742,5200.0%
Blackrock Inc(BLKCHF)COM09247X101$4791,2190.0%
iShares TR(IWM)Russell 2000 ETF464287655$4803,5870.0%
Automatic Data Processing Inc(ADP)COM053015103$4903,7340.0%
Abiomed Inc(ABMDEUR)COM003654100$5021,5450.0%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$5132,0510.0%
Disney Walt Co(DIS)COM254687106$5234,7660.0%
Spdr Series Trust(SPAB)PORTFOLIO AGRGTE78464A649$53219,1010.0%
Bank Amer Corp(BAC)COM060505104$54922,2780.0%
Dell Technologies IncCOM CL V24703L103$5506,8730.0%
3M Co(MMM)COM88579Y101$5532,9040.0%
Nextera Energy Inc(NEE)COM65339F101$5723,2880.0%
Verizon Communications Inc(VZ)COM92343V104$57910,2940.0%
iShares TR(DGRO)CORE DIV GRWTH46434V621$59918,0570.0%
Chevron Corp New(CVX)COM166764100$6105,6040.0%
Becton Dickinson & Co(BDX)COM075887109$6162,7340.0%
iShares TR(IJR)CORE S&P SCP ETF464287804$6168,8800.0%
Fidelity(FLTB)LTD TRM BD ETF316188200$62212,5850.0%
Vanguard Scottsdale FDS(VMBS)MORTG-BACK SEC92206C771$62612,1490.0%
Alphabet Inc(GOOG)CAP STK CL C02079K107$6316090.0%
Bristol-Myers Squibb Co(BMY)COM110122108$64512,4130.0%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$6615,1780.0%
Vanguard Intl Equity Index F(VEU)ALLWRLD EX US922042775$67214,7490.0%
Vanguard Index FDS(VV)LARGE CAP ETF922908637$6765,8840.0%
iShares TR(FLOT)FLTG RATE NT ETF46429B655$68413,5860.0%
Invesco Exchng Traded FD TR(SPLV)S&P500 LOW VOL46138E354$71415,2960.0%
Kimberly Clark Corp(KMB)COM494368103$7516,5880.0%
Boeing Co(BA)COM097023105$7862,4370.0%
Texas Instrs Inc(TXN)COM882508104$7928,3770.0%
Select Sector Spdr TR(XLV)SBI HEALTHCARE81369Y209$7999,2390.0%
American Tower Corp New(AMT)COM03027X100$8075,0990.0%
iShares Inc(EZU)MSCI EURZONE ETF464286608$82323,4780.0%
iShares TR(AGG)CORE US AGGBD ET464287226$8277,7620.0%
Fidelity(FTEC)MSCI INFO TECH I316092808$83616,9690.0%
Pfizer Inc(PFE)COM717081103$83919,2180.0%
International Business Machs(IBM)COM459200101$8497,4680.0%
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