Beaumont Financial Partners, LLC Buys Vanguard Mega Cap 300 Index ETF, VanEck J.P. Morgan EM Local Currency Bond ETF, IQ Ultra Short Duration ETF, Sells WisdomTree Emerging Markets ex-State-Owned Enterpr, Vanguard Total Bond Market ETF, SPDR S&P Global Na

Needham, MA, based Investment company Beaumont Financial Partners, LLC (Current Portfolio) buys Vanguard Mega Cap 300 Index ETF, VanEck J.P. Morgan EM Local Currency Bond ETF, IQ Ultra Short Duration ETF, VanEck Natural Resources ETF, First Trust NASDAQ Clean Edge Green Energy Idx Fd, sells WisdomTree Emerging Markets ex-State-Owned Enterpr, Vanguard Total Bond Market ETF, SPDR S&P Global Natural Resources ETF, SPDR Bloomberg Emerging Markets Local Bond ETF, Vanguard Extended Market Index ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Beaumont Financial Partners, LLC. As of 2021Q3, Beaumont Financial Partners, LLC owns 353 stocks with a total value of $1.3 billion. 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. Vanguard S&P 500 ETF (VOO) - 214,827 shares, 6.73% of the total portfolio. Shares added by 0.24%
  2. Vanguard Total World Stock ETF (VT) - 646,345 shares, 5.22% of the total portfolio. Shares added by 1.74%
  3. Apple Inc (AAPL) - 365,198 shares, 4.10% of the total portfolio. Shares reduced by 4.11%
  4. Microsoft Corp (MSFT) - 144,692 shares, 3.24% of the total portfolio. Shares reduced by 1.65%
  5. Alphabet Inc (GOOGL) - 13,590 shares, 2.88% of the total portfolio. Shares reduced by 3.24%
New Purchase: VanEck J.P. Morgan EM Local Currency Bond ETF (EMLC)

Beaumont Financial Partners, LLC initiated holding in VanEck J.P. Morgan EM Local Currency Bond ETF. The purchase prices were between $29.66 and $30.83, with an estimated average price of $30.41. The stock is now traded at around $29.370000. The impact to a portfolio due to this purchase was 0.96%. The holding were 403,452 shares as of 2021-09-30.

New Purchase: IQ Ultra Short Duration ETF (ULTR)

Beaumont Financial Partners, LLC initiated holding in IQ Ultra Short Duration ETF. The purchase prices were between $49.35 and $49.71, with an estimated average price of $49.4. The stock is now traded at around $49.360000. The impact to a portfolio due to this purchase was 0.85%. The holding were 215,812 shares as of 2021-09-30.

New Purchase: VanEck Natural Resources ETF (HAP)

Beaumont Financial Partners, LLC initiated holding in VanEck Natural Resources ETF. The purchase prices were between $43.53 and $46.85, with an estimated average price of $45.68. The stock is now traded at around $48.707900. The impact to a portfolio due to this purchase was 0.74%. The holding were 205,232 shares as of 2021-09-30.

New Purchase: Baxter International Inc (BAX)

Beaumont Financial Partners, LLC initiated holding in Baxter International Inc. The purchase prices were between $73.77 and $83.61, with an estimated average price of $79.12. The stock is now traded at around $79.460000. The impact to a portfolio due to this purchase was 0.72%. The holding were 113,366 shares as of 2021-09-30.

New Purchase: WisdomTree U.S. Growth & Momentum Fund (WGRO)

Beaumont Financial Partners, LLC initiated holding in WisdomTree U.S. Growth & Momentum Fund. The purchase prices were between $24.62 and $27.08, with an estimated average price of $26.22. The stock is now traded at around $29.090000. The impact to a portfolio due to this purchase was 0.71%. The holding were 350,392 shares as of 2021-09-30.

New Purchase: First Trust Health Care AlphaDEX Fund (FXH)

Beaumont Financial Partners, LLC initiated holding in First Trust Health Care AlphaDEX Fund. The purchase prices were between $117.04 and $128.11, with an estimated average price of $122.4. The stock is now traded at around $121.140000. The impact to a portfolio due to this purchase was 0.59%. The holding were 62,493 shares as of 2021-09-30.

Added: Vanguard Mega Cap 300 Index ETF (MGC)

Beaumont Financial Partners, LLC added to a holding in Vanguard Mega Cap 300 Index ETF by 93.20%. The purchase prices were between $151.12 and $160.75, with an estimated average price of $156.64. The stock is now traded at around $166.010000. The impact to a portfolio due to this purchase was 1.27%. The holding were 218,009 shares as of 2021-09-30.

Added: First Trust NASDAQ Clean Edge Green Energy Idx Fd (QCLN)

Beaumont Financial Partners, LLC added to a holding in First Trust NASDAQ Clean Edge Green Energy Idx Fd by 4418.31%. The purchase prices were between $61.72 and $68.76, with an estimated average price of $65.48. The stock is now traded at around $81.470000. The impact to a portfolio due to this purchase was 0.74%. The holding were 152,990 shares as of 2021-09-30.

Added: Spire Inc (SR)

Beaumont Financial Partners, LLC added to a holding in Spire Inc by 1744.68%. The purchase prices were between $60.85 and $73.65, with an estimated average price of $68.48. The stock is now traded at around $62.020000. The impact to a portfolio due to this purchase was 0.68%. The holding were 149,198 shares as of 2021-09-30.

Added: Fidelity MSCI Real Estate Index ETF (FREL)

Beaumont Financial Partners, LLC added to a holding in Fidelity MSCI Real Estate Index ETF by 378.37%. The purchase prices were between $30.34 and $32.88, with an estimated average price of $31.48. The stock is now traded at around $32.740000. The impact to a portfolio due to this purchase was 0.65%. The holding were 338,751 shares as of 2021-09-30.

Added: Fidelity MSCI Financials Index ETF (FNCL)

Beaumont Financial Partners, LLC added to a holding in Fidelity MSCI Financials Index ETF by 356.91%. The purchase prices were between $49.78 and $55.36, with an estimated average price of $53.14. The stock is now traded at around $57.960000. The impact to a portfolio due to this purchase was 0.61%. The holding were 182,912 shares as of 2021-09-30.

Added: Progressive Corp (PGR)

Beaumont Financial Partners, LLC added to a holding in Progressive Corp by 48.32%. The purchase prices were between $90.35 and $99.88, with an estimated average price of $95.38. The stock is now traded at around $96.170000. The impact to a portfolio due to this purchase was 0.22%. The holding were 94,876 shares as of 2021-09-30.

Sold Out: Vanguard Total Bond Market ETF (BND)

Beaumont Financial Partners, LLC sold out a holding in Vanguard Total Bond Market ETF. The sale prices were between $85.19 and $86.45, with an estimated average price of $85.93.

Sold Out: SPDR S&P Global Natural Resources ETF (GNR)

Beaumont Financial Partners, LLC sold out a holding in SPDR S&P Global Natural Resources ETF. The sale prices were between $49.31 and $53.73, with an estimated average price of $52.04.

Sold Out: SPDR Bloomberg Emerging Markets Local Bond ETF (EBND)

Beaumont Financial Partners, LLC sold out a holding in SPDR Bloomberg Emerging Markets Local Bond ETF. The sale prices were between $25.06 and $26.08, with an estimated average price of $25.75.

Sold Out: Pacer Benchmark Data & Infrastructure Real Estate (SRVR)

Beaumont Financial Partners, LLC sold out a holding in Pacer Benchmark Data & Infrastructure Real Estate . The sale prices were between $38.92 and $43.07, with an estimated average price of $40.95.

Sold Out: Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC)

Beaumont Financial Partners, LLC sold out a holding in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF. The sale prices were between $85.36 and $91.09, with an estimated average price of $88.53.

Sold Out: Global X U.S. Infrastructure Development ETF (PAVE)

Beaumont Financial Partners, LLC sold out a holding in Global X U.S. Infrastructure Development ETF. The sale prices were between $24.68 and $27.63, with an estimated average price of $26.36.



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