Beaumont Capital Management, LLC Top Holdings and 13F Report (2024) About Beaumont Capital Management, LLCInvestment ActivityBeaumont Capital Management, LLC has $136.21 million in total holdings as of September 30, 2024.Beaumont Capital Management, LLC owns shares of 49 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 18.73% of the portfolio was purchased this quarter.About 18.33% of the portfolio was sold this quarter.This quarter, Beaumont Capital Management, LLC has purchased 47 new stocks and bought additional shares in 21 stocks.Beaumont Capital Management, LLC sold shares of 6 stocks and completely divested from 11 stocks this quarter.Largest Holdings SPDR Portfolio Aggregate Bond ETF $14,892,821Vanguard FTSE Developed Markets ETF $6,540,149Health Care Select Sector SPDR Fund $6,206,371Franklin U.S. Mid Cap Multifactor Index ETF $5,667,869iShares Core U.S. Aggregate Bond ETF $5,552,081 Largest New Holdings this Quarter Franklin U.S. Mid Cap Multifactor Index ETF $5,667,869 HoldingiShares U.S. Broker-Dealers & Securities Exchanges ETF $2,644,865 HoldingiShares 1-5 Year Investment Grade Corporate Bond ETF $2,597,139 HoldingInvesco S&P 500 Quality ETF $1,620,400 HoldingiShares MSCI India Small-Cap ETF $1,321,906 Holding Largest Purchases this Quarter Franklin U.S. Mid Cap Multifactor Index ETF 101,757 shares (about $5.67M)iShares U.S. Broker-Dealers & Securities Exchanges ETF 20,573 shares (about $2.64M)iShares 1-5 Year Investment Grade Corporate Bond ETF 49,319 shares (about $2.60M)Health Care Select Sector SPDR Fund 12,705 shares (about $1.96M)Invesco S&P 500 Quality ETF 24,088 shares (about $1.62M) Largest Sales this Quarter iShares Russell 1000 Value ETF 16,036 shares (about $3.04M)Utilities Select Sector SPDR Fund 2,999 shares (about $242.26K)DoubleLine Opportunistic Bond ETF 1,289 shares (about $61.05K)SPDR S&P Capital Markets ETF 292 shares (about $36.46K)Vanguard Short-Term Corporate Bond ETF 449 shares (about $35.66K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBeaumont Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPABSPDR Portfolio Aggregate Bond ETF$14,892,8210.0%569,73310.9%ETFVEAVanguard FTSE Developed Markets ETF$6,540,1490.0%123,8434.8%ETFXLVHealth Care Select Sector SPDR Fund$6,206,371$1,956,867 ▲46.0%40,2954.6%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$5,667,869$5,667,869 ▲New Holding101,7574.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$5,552,081$1,327,865 ▲31.4%54,8244.1%FinanceVOVanguard Mid-Cap ETF$5,468,4040.0%20,7274.0%ETFFCOMFidelity MSCI Communication Services Index ETF$5,012,140$469,009 ▲10.3%90,9973.7%ETFFDISFidelity MSCI Consumer Discretionary Index ETF$4,987,418$572,563 ▲13.0%56,3933.7%ETFXLKTechnology Select Sector SPDR Fund$4,946,308$621,534 ▲14.4%21,9093.6%ETFXLBMaterials Select Sector SPDR Fund$4,939,747$609,035 ▲14.1%51,2523.6%ETFXLIIndustrial Select Sector SPDR Fund$4,931,712$468,223 ▲10.5%36,4123.6%ETFXLUUtilities Select Sector SPDR Fund$4,842,395$242,261 ▼-4.8%59,9453.6%ETFXLFFinancial Select Sector SPDR Fund$4,753,688$258,643 ▲5.8%104,8913.5%ETFXLPConsumer Staples Select Sector SPDR Fund$4,609,423$154,630 ▲3.5%55,5353.4%ETFXLREReal Estate Select Sector SPDR Fund$4,579,552$21,218 ▲0.5%102,5193.4%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$4,194,044$8,833 ▲0.2%79,7653.1%ManufacturingVRIGInvesco Variable Rate Investment Grade ETF$3,865,297$100,365 ▲2.7%154,0882.8%ETFVEUVanguard FTSE All-World ex-US ETF$3,729,273$63,568 ▲1.7%59,1942.7%ETFVCLTVanguard Long-Term Corporate Bond ETF$3,155,948$316,553 ▲11.1%38,8522.3%ManufacturingIAIiShares U.S. Broker-Dealers & Securities Exchanges ETF$2,644,865$2,644,865 ▲New Holding20,5731.9%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,597,139$2,597,139 ▲New Holding49,3191.9%ManufacturingVBKVanguard Small-Cap Growth ETF$2,581,1900.0%9,6541.9%ETFBTALAGF U.S. Market Neutral Anti-Beta Fund$2,517,012$1,243,051 ▲97.6%128,4191.8%ETFCXSEWisdomTree China ex-State-Owned Enterprises Fund$2,351,0640.0%70,9221.7%ManufacturingEPIWisdomTree India Earnings Fund$2,172,459$8,376 ▲0.4%43,0531.6%FinanceGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$1,908,241$1,361,448 ▲249.0%14,9961.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,869,832$80,905 ▲4.5%49,7821.4%ETFEMXCiShares MSCI Emerging Markets ex China ETF$1,817,425$25,666 ▼-1.4%29,7401.3%ManufacturingSPHQInvesco S&P 500 Quality ETF$1,620,400$1,620,400 ▲New Holding24,0881.2%ETFSCHPSchwab U.S. TIPS ETF$1,570,3940.0%29,2821.2%ETFSMINiShares MSCI India Small-Cap ETF$1,321,906$1,321,906 ▲New Holding15,3711.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,226,069$35,661 ▼-2.8%15,4370.9%ETFDBNDDoubleLine Opportunistic Bond ETF$1,215,103$61,049 ▼-4.8%25,6560.9%ETFINDAiShares MSCI India ETF$1,109,7870.0%18,9610.8%ETFASEAGlobal X Southeast Asia ETF$671,6000.0%38,7760.5%ETFVTVanguard Total World Stock ETF$649,084$384,997 ▲145.8%5,4220.5%ETFKCESPDR S&P Capital Markets ETF$547,349$36,465 ▼-6.2%4,3830.4%ETFGVIiShares Intermediate Government/Credit Bond ETF$414,410$12,639 ▲3.1%3,8690.3%ETFILFiShares Latin America 40 ETF$376,2650.0%14,5220.3%ETFTOKiShares MSCI Kokusai ETF$316,173$316,173 ▲New Holding2,7130.2%ETFCWBSPDR Bloomberg Convertible Securities ETF$314,708$314,708 ▲New Holding4,1090.2%ETFGBFiShares Government/Credit Bond ETF$308,981$9,616 ▲3.2%2,8920.2%ETFIOOiShares Global 100 ETF$232,729$232,729 ▲New Holding2,3470.2%ETFIWDiShares Russell 1000 Value ETF$232,125$3,043,628 ▼-92.9%1,2230.2%ETFXBISPDR S&P Biotech ETF$230,105$230,105 ▲New Holding2,3290.2%ETFMBBiShares MBS ETF$228,890$228,890 ▲New Holding2,3890.2%ETFTLTiShares 20+ Year Treasury Bond ETF$228,573$228,573 ▲New Holding2,3300.2%ETFCRBUCaribou Biosciences$31,987$31,987 ▲New Holding16,3200.0%MedicalFRACTYL HEALTH INC$25,300$25,300 ▲New Holding10,0000.0%COMOUSAALPS O'Shares U.S. Quality Dividend ETF$0$5,267,654 ▼-100.0%00.0%ETFXLEEnergy Select Sector SPDR Fund$0$4,440,334 ▼-100.0%00.0%ETFUSDUWisdomTree Bloomberg U.S. Dollar Bullish Fund$0$2,791,760 ▼-100.0%00.0%FinanceAMLPAlerian MLP ETF$0$2,531,041 ▼-100.0%00.0%ETFMUBiShares National Muni Bond ETF$0$2,471,321 ▼-100.0%00.0%ETFXOPSPDR S&P Oil & Gas Exploration & Production ETF$0$1,510,851 ▼-100.0%00.0%ETFRPVInvesco S&P 500 Pure Value ETF$0$1,260,309 ▼-100.0%00.0%ETFSPHBInvesco S&P 500 High Beta ETF$0$504,589 ▼-100.0%00.0%ETFIWRiShares Russell Mid-Cap ETF$0$289,212 ▼-100.0%00.0%ETFIJJiShares S&P Mid-Cap 400 Value ETF$0$232,253 ▼-100.0%00.0%ETFKBESPDR S&P Bank ETF$0$217,152 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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