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Beaumont Financial Partners, LLC Buys SCHWAB STRATEGIC T, SSGA ACTIVE ETF TR, FIDELITY COV TRS, Sells Vanguard Short-Term Government Bond ETF, SPDR SERIES TRUST, ISHARES TRUST

Needham, MA, based Investment company Beaumont Financial Partners, LLC (Current Portfolio) buys SCHWAB STRATEGIC T, SSGA ACTIVE ETF TR, FIDELITY COV TRS, FIDELITY COV TRS, VANGUARD WORLD FD, sells Vanguard Short-Term Government Bond ETF, SPDR SERIES TRUST, ISHARES TRUST, SCHWAB STRATEGIC T, Fortive Corp during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Beaumont Financial Partners, LLC. As of 2020Q2, Beaumont Financial Partners, LLC owns 235 stocks with a total value of $802 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. Apple Inc (AAPL) - 99,261 shares, 4.51% of the total portfolio. Shares reduced by 1.97%
  2. Microsoft Corp (MSFT) - 139,417 shares, 3.54% of the total portfolio. Shares reduced by 0.64%
  3. iShares S&P Small-Cap 600 Growth ETF (IJT) - 150,941 shares, 3.19% of the total portfolio. Shares reduced by 5.81%
  4. Amazon.com Inc (AMZN) - 9,164 shares, 3.15% of the total portfolio. Shares added by 0.85%
  5. VANGUARD INDEX FDS (VUG) - 124,068 shares, 3.12% of the total portfolio. Shares added by 41.44%
New Purchase: SCHWAB STRATEGIC T (SCHB)

Beaumont Financial Partners, LLC initiated holding in SCHWAB STRATEGIC T. The purchase prices were between $57.67 and $76.99, with an estimated average price of $68.99. The stock is now traded at around $79.20. The impact to a portfolio due to this purchase was 2.12%. The holding were 231,569 shares as of .

New Purchase: SSGA ACTIVE ETF TR (TOTL)

Beaumont Financial Partners, LLC initiated holding in SSGA ACTIVE ETF TR. The purchase prices were between $47.65 and $49.55, with an estimated average price of $48.97. The stock is now traded at around $49.87. The impact to a portfolio due to this purchase was 1.5%. The holding were 243,125 shares as of .

New Purchase: VANGUARD WORLD FD (MGC)

Beaumont Financial Partners, LLC initiated holding in VANGUARD WORLD FD. The purchase prices were between $87.02 and $113.73, with an estimated average price of $103.2. The stock is now traded at around $117.82. The impact to a portfolio due to this purchase was 1.08%. The holding were 79,143 shares as of .

New Purchase: O'Shares FTSE U.S. Quality Dividend ETF (OUSA)

Beaumont Financial Partners, LLC initiated holding in O'Shares FTSE U.S. Quality Dividend ETF. The purchase prices were between $27.94 and $34.45, with an estimated average price of $32.06. The stock is now traded at around $35.54. The impact to a portfolio due to this purchase was 0.96%. The holding were 233,593 shares as of .

New Purchase: GLDMN SACHS ETF TR (GSLC)

Beaumont Financial Partners, LLC initiated holding in GLDMN SACHS ETF TR. The purchase prices were between $49.94 and $65.05, with an estimated average price of $59.17. The stock is now traded at around $67.35. The impact to a portfolio due to this purchase was 0.82%. The holding were 104,751 shares as of .

New Purchase: ARK ETF TR (ARKK)

Beaumont Financial Partners, LLC initiated holding in ARK ETF TR. The purchase prices were between $40.2 and $72.4, with an estimated average price of $58.27. The stock is now traded at around $85.61. The impact to a portfolio due to this purchase was 0.79%. The holding were 88,567 shares as of .

Added: FIDELITY COV TRS (FTEC)

Beaumont Financial Partners, LLC added to a holding in FIDELITY COV TRS by 553.53%. The purchase prices were between $59.52 and $82.42, with an estimated average price of $73.41. The stock is now traded at around $90.00. The impact to a portfolio due to this purchase was 1.41%. The holding were 162,656 shares as of .

Added: FIDELITY COV TRS (FHLC)

Beaumont Financial Partners, LLC added to a holding in FIDELITY COV TRS by 2008.22%. The purchase prices were between $41.07 and $51.01, with an estimated average price of $48.23. The stock is now traded at around $53.15. The impact to a portfolio due to this purchase was 1.41%. The holding were 238,145 shares as of .

Added: VANGUARD INDEX FDS (VOO)

Beaumont Financial Partners, LLC added to a holding in VANGUARD INDEX FDS by 47.27%. The purchase prices were between $226.15 and $297.17, with an estimated average price of $268.51. The stock is now traded at around $305.15. The impact to a portfolio due to this purchase was 0.92%. The holding were 81,181 shares as of .

Added: VANGUARD INDEX FDS (VUG)

Beaumont Financial Partners, LLC added to a holding in VANGUARD INDEX FDS by 41.44%. The purchase prices were between $149.64 and $204.01, with an estimated average price of $183.93. The stock is now traded at around $221.65. The impact to a portfolio due to this purchase was 0.91%. The holding were 124,068 shares as of .

Added: WisdomTree U.S. Dividend Growth Fund (DGRW)

Beaumont Financial Partners, LLC added to a holding in WisdomTree U.S. Dividend Growth Fund by 1743.04%. The purchase prices were between $37.38 and $47.13, with an estimated average price of $43.2. The stock is now traded at around $48.36. The impact to a portfolio due to this purchase was 0.86%. The holding were 160,547 shares as of .

Added: Sprott Physical Gold Trust (PHYS)

Beaumont Financial Partners, LLC added to a holding in Sprott Physical Gold Trust by 365.51%. The purchase prices were between $12.9 and $14.31, with an estimated average price of $13.78. The stock is now traded at around $16.20. The impact to a portfolio due to this purchase was 0.71%. The holding were 509,197 shares as of .

Sold Out: Fortive Corp (FTV)

Beaumont Financial Partners, LLC sold out a holding in Fortive Corp. The sale prices were between $54.28 and $70.61, with an estimated average price of $61.7.

Sold Out: INVESCO CCY SHS JA (FXY)

Beaumont Financial Partners, LLC sold out a holding in INVESCO CCY SHS JA. The sale prices were between $86.4 and $89.33, with an estimated average price of $88.13.

Sold Out: INVESCO CCY SHS SW (FXF)

Beaumont Financial Partners, LLC sold out a holding in INVESCO CCY SHS SW. The sale prices were between $93.94 and $97.28, with an estimated average price of $95.27.

Sold Out: Otis Worldwide Corp (OTIS)

Beaumont Financial Partners, LLC sold out a holding in Otis Worldwide Corp. The sale prices were between $44 and $61.26, with an estimated average price of $51.55.

Sold Out: SCHWAB STRATEGIC T (SCHF)

Beaumont Financial Partners, LLC sold out a holding in SCHWAB STRATEGIC T. The sale prices were between $24.62 and $31.42, with an estimated average price of $28.04.

Sold Out: ISHARES TRUST (SHV)

Beaumont Financial Partners, LLC sold out a holding in ISHARES TRUST. The sale prices were between $110.71 and $111.02, with an estimated average price of $110.82.



Here is the complete portfolio of Beaumont Financial Partners, LLC. Also check out:

1. Beaumont Financial Partners, LLC's Undervalued Stocks
2. Beaumont Financial Partners, LLC's Top Growth Companies, and
3. Beaumont Financial Partners, LLC's High Yield stocks
4. Stocks that Beaumont Financial Partners, LLC keeps buying

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