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Beaumont Capital Management

Latest statistics and disclosures from Beaumont Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPAB, XLE, VEA, VCLT, OUSA, and represent 29.60% of Beaumont Capital Management's stock portfolio.
Added to shares of these 10 stocks: XLE (+$7.7M), VCLT (+$6.0M), EPI, ANGL, USIG, SPAB, SPHB, XOP, LQD, GVI.
Started 5 new stock positions in SPHB, XLE, ANGL, XOP, VCLT.
Reduced shares in these 10 stocks: AGZ, IXN, SOXX, VBK, IMCG, IOO, FCOM, XLK, XLF, XLI.
Sold out of its positions in IHRT, XMHQ, SOXX, IOO, IMCG.
Beaumont Capital Management was a net seller of stock by $-1.1M.
Beaumont Capital Management has $136M in assets under management (AUM), dropping by 3.13%.
Central Index Key (CIK): 0001806628

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Portfolio Holdings for Beaumont Capital Management

Beaumont Capital Management holds 46 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio Agrgte (SPAB)	10.7	$15M	+8%	575k	25.28	View chart
Select Sector Spdr Tr Energy (XLE)	5.7	$7.7M	NEW	82k	94.41	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.9	$6.6M	-2%	132k	50.17	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	4.4	$6.0M	NEW	77k	78.23	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	3.9	$5.3M		108k	49.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.9	$5.3M	-10%	21k	249.86	View chart
Select Sector Spdr Tr Technology (XLK)	3.4	$4.6M	-13%	22k	208.27	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.2	$4.4M		45k	97.94	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	3.2	$4.3M	-2%	66k	65.65	View chart
Select Sector Spdr Tr Financial (XLF)	3.2	$4.3M	-13%	102k	42.12	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	3.2	$4.3M	-11%	46k	92.89	View chart
Select Sector Spdr Tr Indl (XLI)	3.1	$4.3M	-13%	34k	125.96	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	3.1	$4.3M	+37%	84k	50.77	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	3.1	$4.2M	-9%	51k	82.48	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	3.1	$4.2M	-9%	55k	76.36	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	3.1	$4.2M	-15%	85k	49.56	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	3.1	$4.2M	-12%	28k	147.73	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	3.0	$4.1M	-8%	104k	39.53	View chart
Ishares Tr Conv Bd Etf (ICVT)	2.6	$3.5M		44k	79.83	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.6	$3.5M		59k	58.65	View chart
Wisdomtree Tr India Erngs Fd (EPI)	2.0	$2.7M	+435%	61k	43.56	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.9	$2.6M		45k	58.07	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	1.9	$2.6M	-3%	99k	26.20	View chart
Invesco Actively Managed Etf Var Rate Invt (VRIG)	1.9	$2.5M	-17%	102k	25.09	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.9	$2.5M	-42%	9.7k	260.72	View chart
Ishares Msci Emrg Chn (EMXC)	1.3	$1.8M		31k	57.57	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.3	$1.7M		49k	35.84	View chart
Wisdomtree Tr Chinadiv Ex Fi (CXSE)	1.2	$1.6M		60k	26.38	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.1	$1.5M		28k	52.16	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.9	$1.3M	NEW	44k	29.02	View chart
Agf Invts Tr Us Market Netrl (BTAL)	0.9	$1.3M	-3%	70k	18.02	View chart
Ishares Tr Msci India Etf (INDA)	0.9	$1.2M		23k	51.59	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.9	$1.2M	-9%	16k	77.31	View chart
Doubleline Etf Trust Opportunistic Bd (DBND)	0.9	$1.2M	-9%	26k	45.88	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	0.7	$1.0M	NEW	11k	87.74	View chart
Global X Fds Gbl X Ftse Etf (ASEA)	0.4	$585k		39k	15.09	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.4	$570k		5.5k	103.97	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.4	$567k	NEW	3.7k	154.93	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.4	$534k		4.6k	115.77	View chart
Spdr Ser Tr S&p Cap Mkts (KCE)	0.4	$533k	-6%	4.8k	110.55	View chart
Ishares Tr Global Tech Etf (IXN)	0.4	$487k	-85%	6.5k	74.81	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$484k	+6%	4.4k	108.92	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.4	$478k	-47%	4.6k	103.54	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.4	$476k	-88%	4.4k	108.05	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.3	$413k	-3%	15k	28.44	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$228k	-2%	2.1k	110.53	View chart

Past Filings by Beaumont Capital Management

SEC 13F filings are viewable for Beaumont Capital Management going back to 2020

Beaumont Capital Management 2024 Q1 filed May 10, 2024
Beaumont Capital Management 2023 Q4 filed Feb. 12, 2024
Beaumont Capital Management 2023 Q3 filed Nov. 9, 2023
Beaumont Capital Management 2023 Q2 filed Aug. 3, 2023
Beaumont Capital Management 2023 Q1 filed May 11, 2023
Beaumont Capital Management 2022 Q4 filed Feb. 9, 2023
Beaumont Capital Management 2022 Q3 filed Nov. 10, 2022
Beaumont Capital Management 2022 Q2 filed Aug. 10, 2022
Beaumont Capital Management 2022 Q1 filed May 13, 2022
Beaumont Capital Management 2021 Q4 filed Feb. 9, 2022
Beaumont Capital Management 2021 Q3 filed Nov. 3, 2021
Beaumont Capital Management 2021 Q2 filed Aug. 4, 2021
Beaumont Capital Management 2021 Q1 filed May 4, 2021
Beaumont Capital Management 2020 Q4 filed Feb. 9, 2021

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