Beaumont Financial Partners, LLC Buys Sprott Physical Gold and Silver Trust, The Walt Disney Co, iShares PHLX SOX Semiconductor Sector Index Fund, Sells DuPont de Nemours Inc, iShares Core U.S. Aggregate Bond ETF, PIMCO 15+ Year U.S. TIPS Index Exchange-T

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Nov 06, 2019
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Needham, MA, based Investment company Beaumont Financial Partners, LLC (Current Portfolio) buys Sprott Physical Gold and Silver Trust, The Walt Disney Co, iShares PHLX SOX Semiconductor Sector Index Fund, iShares MSCI Brazil Capped ETF, ishares Gold Trust, sells DuPont de Nemours Inc, iShares Core U.S. Aggregate Bond ETF, PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fun, iShares iBoxx $ Investment Grade Corporate Bond ET, Invesco BulletShares 2019 Corporate Bond ETF during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Beaumont Financial Partners, LLC. As of 2019Q3, Beaumont Financial Partners, LLC owns 235 stocks with a total value of $789 million. These are the details of the buys and sells.

For the details of Beaumont Financial Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/beaumont+financial+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Beaumont Financial Partners, LLC
  1. iShares Core S&P Mid-Cap ETF (IJH) - 168,609 shares, 4.13% of the total portfolio. Shares added by 1.97%
  2. iShares S&P Small-Cap 600 Growth ETF (IJT) - 181,465 shares, 4.10% of the total portfolio. Shares added by 1.90%
  3. Apple Inc (AAPL) - 114,166 shares, 3.24% of the total portfolio. Shares added by 4.64%
  4. McDonald's Corp (MCD) - 104,367 shares, 2.84% of the total portfolio. Shares reduced by 1.54%
  5. Johnson & Johnson (JNJ) - 171,674 shares, 2.82% of the total portfolio. Shares added by 0.09%
New Purchase: iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)

Beaumont Financial Partners, LLC initiated holding in iShares PHLX SOX Semiconductor Sector Index Fund. The purchase prices were between $193.67 and $220.43, with an estimated average price of $206.84. The stock is now traded at around $231.45. The impact to a portfolio due to this purchase was 0.42%. The holding were 15,722 shares as of .

New Purchase: iShares MSCI Brazil Capped ETF (EWZ)

Beaumont Financial Partners, LLC initiated holding in iShares MSCI Brazil Capped ETF. The purchase prices were between $38.89 and $46.73, with an estimated average price of $43.13. The stock is now traded at around $44.66. The impact to a portfolio due to this purchase was 0.42%. The holding were 78,220 shares as of .

New Purchase: ishares Gold Trust (IAU)

Beaumont Financial Partners, LLC initiated holding in ishares Gold Trust. The purchase prices were between $13.25 and $14.88, with an estimated average price of $14.1. The stock is now traded at around $14.23. The impact to a portfolio due to this purchase was 0.34%. The holding were 189,075 shares as of .

New Purchase: SPDR Barclays Long Term Treasury ETF (SPTL)

Beaumont Financial Partners, LLC initiated holding in SPDR Barclays Long Term Treasury ETF. The purchase prices were between $37.43 and $42.38, with an estimated average price of $39.94. The stock is now traded at around $39.60. The impact to a portfolio due to this purchase was 0.33%. The holding were 63,745 shares as of .

New Purchase: PowerShares QQQ Trust Ser 1 (QQQ)

Beaumont Financial Partners, LLC initiated holding in PowerShares QQQ Trust Ser 1. The purchase prices were between $180.73 and $195.29, with an estimated average price of $189.57. The stock is now traded at around $199.33. The impact to a portfolio due to this purchase was 0.24%. The holding were 10,126 shares as of .

New Purchase: iShares Agency Bond ETF (AGZ)

Beaumont Financial Partners, LLC initiated holding in iShares Agency Bond ETF. The purchase prices were between $113.81 and $116.84, with an estimated average price of $115.3. The stock is now traded at around $115.75. The impact to a portfolio due to this purchase was 0.23%. The holding were 15,360 shares as of .

Added: Sprott Physical Gold and Silver Trust (CEF)

Beaumont Financial Partners, LLC added to a holding in Sprott Physical Gold and Silver Trust by 428.05%. The purchase prices were between $13.05 and $15.54, with an estimated average price of $14.2. The stock is now traded at around $14.44. The impact to a portfolio due to this purchase was 0.85%. The holding were 583,328 shares as of .

Added: The Walt Disney Co (DIS)

Beaumont Financial Partners, LLC added to a holding in The Walt Disney Co by 448.68%. The purchase prices were between $129.96 and $146.39, with an estimated average price of $138.33. The stock is now traded at around $131.22. The impact to a portfolio due to this purchase was 0.6%. The holding were 43,955 shares as of .

Added: Bank of America Corp (BAC)

Beaumont Financial Partners, LLC added to a holding in Bank of America Corp by 244.40%. The purchase prices were between $26.25 and $30.89, with an estimated average price of $28.74. The stock is now traded at around $32.98. The impact to a portfolio due to this purchase was 0.28%. The holding were 106,155 shares as of .

Added: Invesco BulletShares 2020 Corporate Bond ETF (BSCK)

Beaumont Financial Partners, LLC added to a holding in Invesco BulletShares 2020 Corporate Bond ETF by 44.00%. The purchase prices were between $21.07 and $21.26, with an estimated average price of $21.19. The stock is now traded at around $21.31. The impact to a portfolio due to this purchase was 0.26%. The holding were 312,865 shares as of .

Added: Invesco BulletShares 2022 Corporate Bond ETF (BSCM)

Beaumont Financial Partners, LLC added to a holding in Invesco BulletShares 2022 Corporate Bond ETF by 30.54%. The purchase prices were between $21.33 and $21.56, with an estimated average price of $21.43. The stock is now traded at around $21.48. The impact to a portfolio due to this purchase was 0.26%. The holding were 401,341 shares as of .

Added: iShares Global Tech ETF (IXN)

Beaumont Financial Partners, LLC added to a holding in iShares Global Tech ETF by 98.14%. The purchase prices were between $172.67 and $188.59, with an estimated average price of $182.37. The stock is now traded at around $195.77. The impact to a portfolio due to this purchase was 0.21%. The holding were 18,096 shares as of .

Sold Out: DuPont de Nemours Inc (DD)

Beaumont Financial Partners, LLC sold out a holding in DuPont de Nemours Inc. The sale prices were between $63.96 and $75.82, with an estimated average price of $70.17.

Sold Out: PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fun (LTPZ)

Beaumont Financial Partners, LLC sold out a holding in PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fun. The sale prices were between $68.94 and $76.75, with an estimated average price of $72.38.

Sold Out: iShares iBoxx $ Investment Grade Corporate Bond ET (LQD)

Beaumont Financial Partners, LLC sold out a holding in iShares iBoxx $ Investment Grade Corporate Bond ET. The sale prices were between $122.95 and $129.1, with an estimated average price of $125.99.

Sold Out: iShares S&P India Nifty 50 Index Fund (INDY)

Beaumont Financial Partners, LLC sold out a holding in iShares S&P India Nifty 50 Index Fund. The sale prices were between $33.81 and $38.93, with an estimated average price of $35.97.

Sold Out: iShares U.S. Credit Bond ETF (USIG)

Beaumont Financial Partners, LLC sold out a holding in iShares U.S. Credit Bond ETF. The sale prices were between $56.56 and $58.86, with an estimated average price of $57.7.

Sold Out: iShares Intermediate Credit Bond ETF (IGIB)

Beaumont Financial Partners, LLC sold out a holding in iShares Intermediate Credit Bond ETF. The sale prices were between $55.9 and $58.02, with an estimated average price of $56.97.



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