Beaumont Capital Management, LLC Top Holdings and 13F Report (2025) About Beaumont Capital Management, LLCInvestment ActivityBeaumont Capital Management, LLC has $129.76 million in total holdings as of December 31, 2024.Beaumont Capital Management, LLC owns shares of 49 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 14.49% of the portfolio was purchased this quarter.About 15.98% of the portfolio was sold this quarter.This quarter, Beaumont Capital Management, LLC has purchased 49 new stocks and bought additional shares in 24 stocks.Beaumont Capital Management, LLC sold shares of 12 stocks and completely divested from 9 stocks this quarter.Largest Holdings SPDR Portfolio Aggregate Bond ETF $14,564,047Vanguard FTSE Developed Markets ETF $6,191,112Utilities Select Sector SPDR Fund $5,833,576Financial Select Sector SPDR Fund $5,823,964Technology Select Sector SPDR Fund $5,727,891 Largest New Holdings this Quarter SPDR S&P Dividend ETF $2,930,639 HoldingiShares 0-5 Year TIPS Bond ETF $2,800,409 HoldingWisdomTree Bloomberg U.S. Dollar Bullish Fund $1,224,315 HoldingiShares Residential and Multisector Real Estate ETF $561,550 HoldingiShares Global Industrials ETF $290,086 Holding Largest Purchases this Quarter SPDR S&P Dividend ETF 22,185 shares (about $2.93M)iShares 0-5 Year TIPS Bond ETF 27,837 shares (about $2.80M)Real Estate Select Sector SPDR Fund 36,323 shares (about $1.48M)Consumer Staples Select Sector SPDR Fund 17,113 shares (about $1.35M)Utilities Select Sector SPDR Fund 17,127 shares (about $1.30M) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 25,254 shares (about $2.45M)Invesco S&P 500 Quality ETF 19,633 shares (about $1.32M)Vanguard Long-Term Corporate Bond ETF 6,650 shares (about $497.29K)Franklin U.S. Mid Cap Multifactor Index ETF 5,914 shares (about $321.19K)Vanguard Small-Cap Growth ETF 1,022 shares (about $286.22K) 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$14,564,047$326,419 ▲2.3%582,79511.2%ETFVEAVanguard FTSE Developed Markets ETF$6,191,112$268,940 ▲4.5%129,4674.8%ETFXLUUtilities Select Sector SPDR Fund$5,833,576$1,296,342 ▲28.6%77,0724.5%ETFXLFFinancial Select Sector SPDR Fund$5,823,964$754,577 ▲14.9%120,5044.5%ETFXLKTechnology Select Sector SPDR Fund$5,727,891$633,616 ▲12.4%24,6344.4%ETFXLPConsumer Staples Select Sector SPDR Fund$5,710,869$1,345,255 ▲30.8%72,6484.4%ETFXLIIndustrial Select Sector SPDR Fund$5,703,437$905,841 ▲18.9%43,2874.4%ETFFCOMFidelity MSCI Communication Services Index ETF$5,652,762$311,228 ▲5.8%96,2994.4%ETFXLREReal Estate Select Sector SPDR Fund$5,646,698$1,477,255 ▲35.4%138,8424.4%ETFFDISFidelity MSCI Consumer Discretionary Index ETF$5,536,047$39,959 ▲0.7%56,8034.3%ETFVOVanguard Mid-Cap ETF$5,474,6230.0%20,7274.2%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$5,205,258$321,191 ▼-5.8%95,8434.0%ETFVRIGInvesco Variable Rate Investment Grade ETF$4,954,838$1,084,918 ▲28.0%197,2863.8%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$3,918,320$92,264 ▼-2.3%77,9303.0%ManufacturingVEUVanguard FTSE All-World ex-US ETF$3,534,106$135,775 ▲4.0%61,5592.7%ETFSDYSPDR S&P Dividend ETF$2,930,639$2,930,639 ▲New Holding22,1852.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,865,368$2,447,142 ▼-46.1%29,5702.2%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$2,800,409$2,800,409 ▲New Holding27,8372.2%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,469,502$80,290 ▼-3.1%47,7661.9%ManufacturingBTALAGF U.S. Market Neutral Anti-Beta Fund$2,461,813$88,630 ▲3.7%133,2151.9%ETFVBKVanguard Small-Cap Growth ETF$2,417,478$286,221 ▼-10.6%8,6321.9%ETFVCLTVanguard Long-Term Corporate Bond ETF$2,408,066$497,287 ▼-17.1%32,2021.9%ManufacturingEPIWisdomTree India Earnings Fund$2,088,315$139,296 ▲7.1%46,1301.6%FinanceCXSEWisdomTree China ex-State-Owned Enterprises Fund$2,013,494$105,656 ▼-5.0%67,3861.6%ManufacturingSPDWSPDR Portfolio Developed World ex-US ETF$1,784,992$85,939 ▲5.1%52,3001.4%ETFGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$1,733,652$55,970 ▼-3.1%14,5271.3%ETFEMXCiShares MSCI Emerging Markets ex China ETF$1,725,842$76,744 ▲4.7%31,1241.3%ManufacturingSCHPSchwab U.S. TIPS ETF$1,512,708$756,354 ▲100.0%58,5641.2%ETFDBNDDoubleLine Opportunistic Bond ETF$1,356,232$194,330 ▲16.7%29,9471.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,246,640$42,436 ▲3.5%15,9811.0%ETFUSDUWisdomTree Bloomberg U.S. Dollar Bullish Fund$1,224,315$1,224,315 ▲New Holding44,2630.9%FinanceSMINiShares MSCI India Small-Cap ETF$1,141,857$33,256 ▼-2.8%14,9360.9%ETFINDAiShares MSCI India ETF$998,1070.0%18,9610.8%ETFASEAGlobal X Southeast Asia ETF$618,3220.0%38,7760.5%ETFVTVanguard Total World Stock ETF$595,234$41,703 ▼-6.5%5,0670.5%ETFREZiShares Residential and Multisector Real Estate ETF$561,550$561,550 ▲New Holding6,9310.4%ETFGVIiShares Intermediate Government/Credit Bond ETF$413,744$10,526 ▲2.6%3,9700.3%ETFILFiShares Latin America 40 ETF$303,6550.0%14,5220.2%ETFGBFiShares Government/Credit Bond ETF$301,153$5,520 ▲1.9%2,9460.2%ETFSPHQInvesco S&P 500 Quality ETF$298,619$1,316,002 ▼-81.5%4,4550.2%ETFIOOiShares Global 100 ETF$292,233$55,726 ▲23.6%2,9000.2%ETFEXIiShares Global Industrials ETF$290,086$290,086 ▲New Holding2,0540.2%ETFFXIiShares China Large-Cap ETF$283,609$283,609 ▲New Holding9,3170.2%ETFMBBiShares MBS ETF$282,466$63,443 ▲29.0%3,0810.2%ETFIGEiShares North American Natural Resources ETF$279,112$279,112 ▲New Holding6,5320.2%ETFIWDiShares Russell 1000 Value ETF$278,806$52,392 ▲23.1%1,5060.2%ETFNANRSPDR S&P North American Natural Resources ETF$278,144$278,144 ▲New Holding5,4420.2%ETFCRBUCaribou Biosciences$18,802$7,147 ▼-27.5%11,8250.0%MedicalRLMDRelmada Therapeutics$5,723$5,723 ▲New Holding11,0060.0%MedicalXLVHealth Care Select Sector SPDR Fund$0$6,206,371 ▼-100.0%00.0%ETFXLBMaterials Select Sector SPDR Fund$0$4,939,747 ▼-100.0%00.0%ETFIAIiShares U.S. Broker-Dealers & Securities Exchanges ETF$0$2,644,865 ▼-100.0%00.0%ETFKCESPDR S&P Capital Markets ETF$0$547,349 ▼-100.0%00.0%ETFTOKiShares MSCI Kokusai ETF$0$316,173 ▼-100.0%00.0%ETFCWBSPDR Bloomberg Convertible Securities ETF$0$314,708 ▼-100.0%00.0%ETFXBISPDR S&P Biotech ETF$0$230,105 ▼-100.0%00.0%ETFTLTiShares 20+ Year Treasury Bond ETF$0$228,573 ▼-100.0%00.0%ETFFRACTYL HEALTH INC$0$25,300 ▼-100.0%00.0%COMShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
