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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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Market Cap
Large
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Small
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39
1
3
1
0
1
30
2
1
BEAUMONT FINANCIAL PARTNERS LLC

Time Period2018-12-31

Total Holdings196

Total Value ($x1000)613,089
Activities
New20

Increased44

Unchanged27

Decreased105

Sold Out54

Top 10 Stock Holdingstotal 38.79%
FUTY9.79

IJT4.49

IJH4.37

JNJ3.48

MCD3.1

 
V2.88

VUG2.78

BRK.B2.71

OUSA2.67

AAPL2.52

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
FUTY
9.79%
MSCI UTILS INDEX
IJT
4.49%
SP SMCP600GR ETF
IJH
4.37%
CORE S&P MCP ETF
JNJ
3.48%
COM
MCD
3.1%
COM
V
2.88%
COM CL A
VUG
2.78%
GROWTH ETF
BRK.B
2.71%
CL B NEW
OUSA
2.67%
OSHARS FTSE US
AAPL
2.52%
COM
TOTL
2.33%
SPDR TR TACTIC
GOOGL
2.32%
CAP STK CL A
HDV
2.29%
HIGH DIVIDND ETF
NUAG
2.24%
ENHANCED YIELD
MSFT
2.18%
COM
FDN
2.07%
DJ INTERNT IDX
LOW
2.04%
COM
PEP
2.01%
COM
IVV
1.62%
CORE S&P500 ETF
VNQ
1.5%
REIT ETF
DWDP
1.46%
COM
DVY
1.4%
SELECT DIVID ETF
ABT
1.4%
COM
XLU
1.37%
SBI INT-UTILS
MDLZ
1.23%
CL A
EMLP
1.16%
NO AMER ENERGY
SCPB
1.15%
BARC SHT TR CP
VTV
1.06%
VALUE ETF
AMZN
1%
COM
DHR
0.92%
COM
MRK
0.88%
COM
FB
0.87%
CL A
FTV
0.79%
COM
GVI
0.68%
INTRM GOV/CR ETF
MUB
0.68%
NAT AMT FREE BD
SHY
0.67%
1-3 YR TR BD ETF
HON
0.67%
COM
UTX
0.66%
COM
RDS/A
0.65%
SPONS ADR A
XSOE
0.63%
EM EX ST-OWNED
MUNI
0.62%
INTER MUN BD ST
VWO
0.58%
FTSE EMR MKT ETF
AGZ
0.57%
AGENCY BOND ETF
IHI
0.56%
U.S. MED DVC ETF
SUB
0.55%
SHT NTLAMTFR ETF
CSJ
0.5%
1-3 YR CR BD ETF
SCJ
0.46%
MSCI JAPN SMCETF
JHMU
0.45%
MLTFACTR UTILS
XOM
0.44%
COM
BSCL
0.36%
BULSHS 2021 CB
BSCN
0.34%
BULSHS 2023 CB
BSCM
0.34%
BULSHS 2022 CB
FLRN
0.32%
INV GRD FLT RT
XLP
0.32%
SBI CONS STPLS
IEF
0.31%
7-10 Y TR BD ETF
VGSH
0.3%
SHTRM GVT BD ETF
EWY
0.27%
MSCI STH KOR ETF
FXI
0.27%
CHINA LG-CAP ETF
IXJ
0.27%
GLOB HLTHCRE ETF
EUFN
0.27%
MSCI EURO FL ETF
IYG
0.26%
U.S. FIN SVC ETF
CHTR
0.26%
CL A
IBB
0.26%
NASDQ BIOTEC ETF
HD
0.25%
COM
SHV
0.25%
SHRT TRS BD ETF
KO
0.24%
COM
FHLC
0.24%
MSCI HLTH CARE I
MA
0.23%
CL A
TJX
0.23%
COM
JPM
0.23%
COM
FREL
0.22%
MSCI RL EST ETF
BSCJ
0.22%
BULSHS 2019 CB
IPE
0.22%
BARCLYS TIPS ETF
PG
0.21%
COM
BSCK
0.21%
BULSHS 2020 CB
TLH
0.2%
10-20 YR TRS ETF
MDY
0.2%
UTSER1 S&PDCRP
UNP
0.2%
COM
UNH
0.18%
COM
CEF
0.18%
UNIT
PHYS
0.17%
UNIT
VOO
0.17%
SHS
BSJJ
0.16%
BULSHS 2019 HY
XLY
0.16%
SBI CONS DISCR
BSJK
0.16%
BULSHS 2020 HY
CELG
0.15%
COM
MINT
0.15%
ENHAN SHRT MAT
INTC
0.15%
COM
NEA
0.15%
COM
SDY
0.14%
S&P DIVID ETF
IBM
0.14%
COM
PFE
0.14%
COM
FTEC
0.14%
MSCI INFO TECH I
AGG
0.13%
CORE TOTUSBD ETF
EZU
0.13%
EMU ETF
AMT
0.13%
COM
XLV
0.13%
SBI HEALTHCARE
TXN
0.13%
COM
BA
0.13%
COM
KMB
0.12%
COM
COST
0.12%
COM
SPLV
0.12%
S&P500 LOW VOL
FLOT
0.11%
FLTG RATE BD ETF
VV
0.11%
LARGE CAP ETF
VEU
0.11%
ALLWRLD EX US
VTI
0.11%
TOTAL STK MKT
BMY
0.11%
COM
GOOG
0.1%
CAP STK CL C
VMBS
0.1%
MORTG-BACK SEC
FLTB
0.1%
LTD TRM BD ETF
IJR
0.1%
CORE S&P SCP ETF
BDX
0.1%
COM
CVX
0.1%
COM
DGRO
0.1%
CORE DIV GRWTH
VZ
0.09%
COM
ABBV
0.09%
COM
NEE
0.09%
COM
MMM
0.09%
COM
DVMT
0.09%
COM CL V
BAC
0.09%
COM
LAG
0.09%
BRCLYS AGG ETF
DIS
0.09%
COM DISNEY
SPY
0.08%
TR UNIT
ABMD
0.08%
COM
ADP
0.08%
COM
IWM
0.08%
RUSSELL 2000 ETF
BLK
0.08%
COM
CME
0.08%
COM
SDS
0.08%
ULTRASHRT S&P500
NVO
0.08%
ADR
AAXJ
0.08%
MSCI AC ASIA ETF
SYK
0.08%
COM
MS
0.07%
COM NEW
BCE
0.07%
COM NEW
FTSL
0.07%
SENIOR LN FD
RTN
0.07%
COM NEW
DIA
0.07%
UT SER 1
XLF
0.07%
SBI INT-FINL
VO
0.07%
MID CAP ETF
T
0.06%
COM
AFL
0.06%
COM
ONEQ
0.06%
NDQ CP IDX TRK
VEA
0.06%
FTSE DEV MKT ETF
SHYG
0.06%
0-5YR HI YL CP
AVGO
0.06%
COM
VT
0.06%
TT WRLD ST ETF
EFA
0.06%
MSCI EAFE ETF
ACN
0.06%
SHS CLASS A
SO
0.06%
COM
EMR
0.05%
COM
CMCSA
0.05%
CL A
EEM
0.05%
MSCI EMG MKT ETF
BRK.A
0.05%
CL A
IUSB
0.05%
CORE TL USD BD
RSG
0.05%
COM
XLK
0.05%
TECHNOLOGY
BR
0.05%
COM
NOBL
0.05%
S&P 500 ARISTO
CRS
0.05%
COM
MMP
0.05%
COM UNIT RP LP
XLI
0.05%
SBI INT-INDS
EIS
0.05%
MSCI ISR CAP ETF
IEMG
0.04%
CORE MSCI EMKT
SLY
0.04%
S&P 600 SML CAP
URTH
0.04%
MSCI WORLD ETF
IVE
0.04%
S&P 500 VAL ETF
MO
0.04%
COM
JPZ
0.04%
COM
AXP
0.04%
COM
LMT
0.04%
COM
KAR
0.04%
COM
GD
0.04%
COM
ES
0.04%
COM
YUM
0.04%
COM
STZ
0.04%
CL A
IWZ
0.04%
RUS 3000 GRW ETF
DBEZ
0.04%
MSCI EM HDG EQ
VONG
0.04%
VNG RUS1000GRW
INDB
0.04%
COM
KWEB
0.04%
CSI CHI INTERNET
PH
0.04%
COM
VCSH
0.03%
SHRT TRM CORP BD
IWD
0.03%
RUS 1000 VAL ETF
APD
0.03%
COM
CSCO
0.03%
COM
ECL
0.03%
COM
KKR
0.03%
CL A
GE
0.03%
COM
ARWR
0.02%
COM
TOCA
0.02%
COM
TXMD
0.02%
COM
MVF
0.01%
COM
IGD
0.01%
COM
RGSE
0.01%
CL A 2017
VSTM
0.01%
COM
CELGZ
< 0.01%
RIGHT 12/31/2030
XLC
2.94%
COMMUNICATION
FENY
2.53%
MSCI ENERGY IDX
FNCL
2.5%
MSCI FINLS IDX
FDIS
2.48%
MSCI CONSM DIS
FIDU
2.46%
MSCI INDL INDX
FSTA
2.46%
CONSMR STAPLES
FMAT
2.45%
MSCI MATLS INDEX
ACWX
1.77%
MSCI ACWI US ETF
XLE
0.4%
SBI INT-ENERGY
SOXX
0.38%
PHLX SEMICND ETF
XLB
0.34%
SBI MATERIALS
XLRE
0.34%
RL EST SEL SEC
ITA
0.34%
U.S. AER&DEF ETF
IXN
0.34%
GLOBAL TECH ETF
SPYG
0.33%
S&P 500 GROWTH
INDY
0.33%
INDIA 50 ETF
JHMI
0.12%
MLTFACTR INDLS
JHMC
0.12%
MULTIFACTOR CO
JHMS
0.12%
MLTFCTR CONSMR
FXL
0.12%
TECH ALPHADEX
FXH
0.12%
HLTH CARE ALPH
JHME
0.12%
MLTFACTOR ENRG
JHMA
0.12%
MLTFACTR MATLS
FXO
0.12%
FINLS ALPHADEX
MTUM
0.07%
MSCI USAMOMFCT
CIU
0.07%
INTERM CR BD ETF
IYJ
0.05%
U.S. INDS ETF
GLD
0.03%
GOLD SHS
QCOM
0.03%
COM
GILD
0.03%
COM
CCI
0.03%
COM
XBI
0.03%
S&P BIOTECH
HEDJ
0.03%
EUROPE HEDGED EQ
NFG
0.03%
COM
IVW
0.03%
S&P 500 GRWT ETF
NULG
0.02%
ESG LARGE CAP
NVDA
0.02%
COM
PRF
0.02%
FTSE RAFI 1000
EQIX
0.02%
COM PAR $0.001
STIP
0.02%
0-5 YR TIPS ETF
LOWC
0.02%
LOW CARBON ETF
PSXP
0.02%
COM UNIT REP INT
IDXX
0.02%
COM
UPS
0.02%
CL B
SHE
0.02%
SSGA GNDER ETF
STE
0.02%
SHS USD
IPGP
0.02%
COM
BP
0.02%
SPONSORED ADR
D
0.02%
COM
EMN
0.02%
COM
HRS
0.02%
COM
EDGW
0.02%
COM
PSLV
0.01%
TR UNIT
MFM
0.01%
SH BEN INT