Beaumont Capital Management, LLC Top Holdings and 13F Report (2025) About Beaumont Capital Management, LLCInvestment ActivityBeaumont Capital Management, LLC has $135.77 million in total holdings as of March 31, 2025.Beaumont Capital Management, LLC owns shares of 59 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 28.68% of the portfolio was purchased this quarter.About 25.00% of the portfolio was sold this quarter.This quarter, Beaumont Capital Management, LLC has purchased 49 new stocks and bought additional shares in 12 stocks.Beaumont Capital Management, LLC sold shares of 21 stocks and completely divested from 16 stocks this quarter.Largest Holdings SPDR Portfolio Aggregate Bond ETF $14,258,344Vanguard FTSE Developed Markets ETF $6,187,892Financial Select Sector SPDR Fund $5,404,136Invesco Variable Rate Investment Grade ETF $5,360,098Utilities Select Sector SPDR Fund $5,208,673 Largest New Holdings this Quarter 81369Y209 - Health Care Select Sector SPDR Fund $5,111,226 Holding97717X578 - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund $3,157,322 Holding46137V357 - Invesco S&P 500 Equal Weight ETF $2,614,734 Holding464286525 - iShares MSCI Global Min Vol Factor ETF $2,409,324 Holding316188200 - Fidelity Limited Term Bond ETF $2,396,256 Holding Largest Purchases this Quarter Health Care Select Sector SPDR Fund 35,006 shares (about $5.11M)WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 102,278 shares (about $3.16M)Invesco S&P 500 Equal Weight ETF 15,094 shares (about $2.61M)iShares MSCI Global Min Vol Factor ETF 20,704 shares (about $2.41M)Fidelity Limited Term Bond ETF 47,839 shares (about $2.40M) Largest Sales this Quarter SPDR S&P Dividend ETF 20,024 shares (about $2.72M)Utilities Select Sector SPDR Fund 11,014 shares (about $868.45K)Consumer Staples Select Sector SPDR Fund 10,055 shares (about $821.19K)SPDR Portfolio Aggregate Bond ETF 24,520 shares (about $626.24K)Real Estate Select Sector SPDR Fund 14,382 shares (about $601.89K) 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$14,258,344$626,241 ▼-4.2%558,27510.5%ETFVEAVanguard FTSE Developed Markets ETF$6,187,892$392,916 ▼-6.0%121,7374.6%ETFXLFFinancial Select Sector SPDR Fund$5,404,136$598,168 ▼-10.0%108,4954.0%ETFVRIGInvesco Variable Rate Investment Grade ETF$5,360,098$412,165 ▲8.3%213,7203.9%ETFXLUUtilities Select Sector SPDR Fund$5,208,673$868,454 ▼-14.3%66,0583.8%ETFXLREReal Estate Select Sector SPDR Fund$5,208,651$601,887 ▼-10.4%124,4603.8%ETFXLIIndustrial Select Sector SPDR Fund$5,162,585$511,042 ▼-9.0%39,3883.8%ETFFDISFidelity MSCI Consumer Discretionary Index ETF$5,121,391$320,969 ▲6.7%60,6013.8%ETFXLPConsumer Staples Select Sector SPDR Fund$5,111,970$821,192 ▼-13.8%62,5933.8%ETFXLVHealth Care Select Sector SPDR Fund$5,111,226$5,111,226 ▲New Holding35,0063.8%ETFFCOMFidelity MSCI Communication Services Index ETF$5,089,192$328,616 ▼-6.1%90,4583.7%ETFVOVanguard Mid-Cap ETF$4,931,625$428,792 ▼-8.0%19,0693.6%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$4,748,954$331,684 ▼-6.5%89,5863.5%ETFVBKVanguard Small-Cap Growth ETF$4,347,737$2,174,498 ▲100.1%17,2693.2%ETFSTIPiShares 0-5 Year TIPS Bond ETF$3,468,965$588,646 ▲20.4%33,5262.6%ETFXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$3,157,322$3,157,322 ▲New Holding102,2782.3%FinanceVEUVanguard FTSE All-World ex-US ETF$3,144,008$590,161 ▼-15.8%51,8302.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,700,516$224,548 ▼-7.7%27,3002.0%FinanceRSPInvesco S&P 500 Equal Weight ETF$2,614,734$2,614,734 ▲New Holding15,0941.9%ETFVCLTVanguard Long-Term Corporate Bond ETF$2,531,143$86,689 ▲3.5%33,3441.9%ManufacturingIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,440,285$61,221 ▼-2.4%46,5971.8%ManufacturingACWViShares MSCI Global Min Vol Factor ETF$2,409,324$2,409,324 ▲New Holding20,7041.8%ETFFLTBFidelity Limited Term Bond ETF$2,396,256$2,396,256 ▲New Holding47,8391.8%ETFMUBiShares National Muni Bond ETF$2,387,372$2,387,372 ▲New Holding22,6421.8%ETFFPEFirst Trust Preferred Securities and Income ETF$2,380,982$2,380,982 ▲New Holding135,3601.8%ETFCXSEWisdomTree China ex-State-Owned Enterprises Fund$2,164,091$129,726 ▼-5.7%63,5751.6%ManufacturingEQIXEquinix$1,841,060$1,841,060 ▲New Holding2,2581.4%FinanceAMLPAlerian MLP ETF$1,627,280$1,627,280 ▲New Holding31,3301.2%ETFSCHPSchwab U.S. TIPS ETF$1,605,333$30,547 ▲1.9%59,7001.2%ETFJPMJPMorgan Chase & Co.$1,447,270$1,447,270 ▲New Holding5,9001.1%FinanceCEMBiShares J.P. Morgan EM Corporate Bond ETF$1,312,615$1,312,615 ▲New Holding29,0531.0%ETFIEIiShares 3-7 Year Treasury Bond ETF$1,203,441$1,203,441 ▲New Holding10,1870.9%ETFTSLATesla$1,101,871$1,101,871 ▲New Holding4,2520.8%Auto/Tires/TrucksINDAiShares MSCI India ETF$1,052,560$76,448 ▲7.8%20,4460.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$990,223$271,317 ▼-21.5%12,5440.7%ETFDBNDDoubleLine Opportunistic Bond ETF$987,622$395,030 ▼-28.6%21,3910.7%ETFMSFTMicrosoft$776,307$776,307 ▲New Holding2,0680.6%Computer and TechnologyNEUNewMarket$625,927$625,927 ▲New Holding1,1050.5%Basic MaterialsASEAGlobal X Southeast Asia ETF$612,556$4,936 ▲0.8%39,0910.5%ETFSPHQInvesco S&P 500 Quality ETF$579,347$283,802 ▲96.0%8,7330.4%ETFLVHIFranklin International Low Volatility High Dividend Index ETF$573,758$573,758 ▲New Holding17,7250.4%ETFIAIiShares U.S. Broker-Dealers & Securities Exchanges ETF$573,050$573,050 ▲New Holding4,0900.4%ETFFIDELITY WISE ORIGIN BITCOIN$571,399$571,399 ▲New Holding7,9390.4%SHSPEPPepsiCo$524,790$524,790 ▲New Holding3,5000.4%Consumer StaplesIWDiShares Russell 1000 Value ETF$436,343$152,974 ▲54.0%2,3190.3%ETFILFiShares Latin America 40 ETF$412,313$70,320 ▲20.6%17,5080.3%ETFPGRProgressive$399,893$399,893 ▲New Holding1,4130.3%FinanceAGM.AFederal Agricultural Mortgage$397,254$397,254 ▲New Holding2,7780.3%FinanceAWKAmerican Water Works$336,346$336,346 ▲New Holding2,2800.2%UtilitiesNANRSPDR S&P North American Natural Resources ETF$315,088$12,990 ▲4.3%5,6760.2%ETFGVIiShares Intermediate Government/Credit Bond ETF$311,593$109,307 ▼-26.0%2,9390.2%ETFSHViShares Short Treasury Bond ETF$294,155$294,155 ▲New Holding2,6630.2%ETFSDYSPDR S&P Dividend ETF$293,204$2,716,852 ▼-90.3%2,1610.2%ETFQLTAiShares Aaa - A Rated Corporate Bond ETF$288,032$288,032 ▲New Holding6,0600.2%ETFMBBiShares MBS ETF$287,248$1,688 ▼-0.6%3,0630.2%ETFIGEiShares North American Natural Resources ETF$286,325$10,685 ▼-3.6%6,2970.2%ETFFXIiShares China Large-Cap ETF$282,312$51,610 ▼-15.5%7,8770.2%ETFFIDUFidelity MSCI Industrials Index ETF$275,385$275,385 ▲New Holding4,0220.2%ETFEPMEvolution Petroleum$98,782$98,782 ▲New Holding19,0700.1%EnergyXLKTechnology Select Sector SPDR Fund$0$5,727,891 ▼-100.0%00.0%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$0$3,918,320 ▼-100.0%00.0%ManufacturingBTALAGF U.S. Market Neutral Anti-Beta Fund$0$2,461,813 ▼-100.0%00.0%ETFEPIWisdomTree India Earnings Fund$0$2,088,315 ▼-100.0%00.0%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$0$1,784,992 ▼-100.0%00.0%ETFGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$0$1,733,652 ▼-100.0%00.0%ETFEMXCiShares MSCI Emerging Markets ex China ETF$0$1,725,842 ▼-100.0%00.0%ManufacturingUSDUWisdomTree Bloomberg U.S. Dollar Bullish Fund$0$1,224,315 ▼-100.0%00.0%FinanceSMINiShares MSCI India Small-Cap ETF$0$1,141,857 ▼-100.0%00.0%ETFVTVanguard Total World Stock ETF$0$595,234 ▼-100.0%00.0%ETFREZiShares Residential and Multisector Real Estate ETF$0$561,550 ▼-100.0%00.0%ETFGBFiShares Government/Credit Bond ETF$0$301,153 ▼-100.0%00.0%ETFIOOiShares Global 100 ETF$0$292,233 ▼-100.0%00.0%ETFEXIiShares Global Industrials ETF$0$290,086 ▼-100.0%00.0%ETFCRBUCaribou Biosciences$0$18,802 ▼-100.0%00.0%MedicalRLMDRelmada Therapeutics$0$5,723 ▼-100.0%00.0%MedicalShowing 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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