$326 Million is the total value of TWIN FOCUS CAPITAL PARTNERS, LLC's 162 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 28.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $38,575,000 | +19.1% | 198,187 | +4.2% | 11.82% | +0.1% |
| IEMG | Buy | ISHARES INCcore msci emkt | $19,620,000 | +31.6% | 316,247 | +12.0% | 6.01% | +10.7% |
| IEFA | Buy | ISHARES TRcore msci eafe | $16,183,000 | +21.3% | 234,231 | +5.8% | 4.96% | +2.0% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $15,216,000 | +7.6% | 839,299 | +6.8% | 4.66% | -9.5% |
| GLD | Sell | SPDR GOLD TR | $14,755,000 | -1.0% | 82,727 | -1.7% | 4.52% | -16.7% |
| SPY | SPDR S&P 500 ETF TRtr unit | $11,493,000 | +11.6% | 30,740 | 0.0% | 3.52% | -6.1% | |
| SCZ | Buy | ISHARES TReafe sml cp etf | $11,446,000 | +17.8% | 167,469 | +1.7% | 3.51% | -0.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $9,522,000 | +10.0% | 41,067 | +1.0% | 2.92% | -7.5% |
| VOO | Buy | VANGUARD INDEX FDS | $9,331,000 | +86.7% | 27,150 | +67.2% | 2.86% | +57.0% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $8,768,000 | +34.5% | 150,238 | +16.3% | 2.69% | +13.1% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $8,567,000 | -1.0% | 170,972 | -14.6% | 2.62% | -16.7% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $7,888,000 | +1.6% | 123,597 | +267.8% | 2.42% | -14.6% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $6,874,000 | +18.4% | 56,420 | +2.3% | 2.11% | -0.5% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $6,290,000 | +235.1% | 32,081 | +156.0% | 1.93% | +181.7% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $5,776,000 | +22.6% | 25,131 | -1.1% | 1.77% | +3.1% |
| IWR | Buy | ISHARES TRrus mid cap etf | $5,184,000 | +362.4% | 75,622 | +286.9% | 1.59% | +289.2% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $5,146,000 | -8.8% | 108,994 | -21.0% | 1.58% | -23.3% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,826,000 | +9.5% | 34,188 | -0.2% | 1.48% | -8.0% |
| AGG | Buy | ISHARES TRcore us aggbd et | $4,798,000 | +3.4% | 40,596 | +3.3% | 1.47% | -13.0% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $4,616,000 | +36.7% | 28,029 | +7.7% | 1.41% | +15.0% |
| TIP | Buy | ISHARES TRtips bd etf | $4,430,000 | +16.3% | 34,701 | +15.3% | 1.36% | -2.2% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $4,350,000 | +7.0% | 11,587 | -4.3% | 1.33% | -10.1% |
| EPD | ENTERPRISE PRODS PARTNERS L | $3,918,000 | +24.1% | 200,000 | 0.0% | 1.20% | +4.3% | |
| IWS | Buy | ISHARES TRrus mdcp val etf | $3,457,000 | +100.9% | 35,651 | +67.5% | 1.06% | +68.9% |
| ILCG | Sell | ISHARES TRmrngstr lg-cp gr | $3,418,000 | +8.2% | 11,791 | -0.1% | 1.05% | -9.0% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $3,322,000 | +217.6% | 35,883 | +176.8% | 1.02% | +167.2% |
| AAPL | Sell | APPLE INC | $2,817,000 | +3.6% | 21,227 | -9.6% | 0.86% | -12.9% |
| TROW | PRICE T ROWE GROUP INC | $2,695,000 | +18.0% | 17,804 | 0.0% | 0.83% | -0.7% | |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $2,666,000 | +15.5% | 44,319 | +0.2% | 0.82% | -2.9% |
| EWX | Sell | SPDR INDEX SHS FDSs&p emktsc etf | $2,545,000 | +15.8% | 49,298 | -0.4% | 0.78% | -2.5% |
| XOP | Sell | SPDR SER TRs&p oilgas exp | $2,454,000 | +34.2% | 41,951 | -3.5% | 0.75% | +12.9% |
| GXC | SPDR INDEX SHS FDSs&p china etf | $2,358,000 | +9.6% | 18,111 | 0.0% | 0.72% | -7.9% | |
| IJR | Buy | ISHARES TRcore s&p scp etf | $2,232,000 | +31.0% | 24,286 | +0.1% | 0.68% | +10.1% |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2,165,000 | +15.2% | 18,780 | 0.0% | 0.66% | -3.2% | |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $1,893,000 | +6.7% | 109,457 | 0.0% | 0.58% | -10.2% | |
| WIW | WESTERN AST INFL LKD OPP & I | $1,625,000 | +10.5% | 130,903 | 0.0% | 0.50% | -7.1% | |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,550,000 | +22.2% | 13,030 | +7.4% | 0.48% | +2.8% |
| SDY | Sell | SPDR SER TRs&p divid etf | $1,510,000 | +13.1% | 14,255 | -1.3% | 0.46% | -4.7% |
| WMT | Buy | WALMART INC | $1,448,000 | +3.1% | 10,047 | +0.1% | 0.44% | -13.3% |
| BLK | BLACKROCK INC | $1,439,000 | +28.0% | 1,994 | 0.0% | 0.44% | +7.6% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,440,000 | +0.5% | 17,299 | 0.0% | 0.44% | -15.5% | |
| IEV | Buy | ISHARES TReurope etf | $1,397,000 | +15.4% | 29,142 | +0.7% | 0.43% | -2.9% |
| GDX | Sell | VANECK VECTORS ETF TRgold miners etf | $1,394,000 | -28.1% | 38,700 | -21.8% | 0.43% | -39.5% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $1,328,000 | +1.2% | 22,680 | +0.6% | 0.41% | -14.9% |
| VO | VANGUARD INDEX FDSmid cap etf | $1,303,000 | +17.4% | 6,300 | 0.0% | 0.40% | -1.2% | |
| IWB | Buy | ISHARES TRrus 1000 etf | $1,296,000 | +72.3% | 6,116 | +52.3% | 0.40% | +44.9% |
| IWV | Sell | ISHARES TRrussell 3000 etf | $1,171,000 | +12.7% | 5,236 | -1.4% | 0.36% | -5.3% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,162,000 | +24.5% | 5,967 | -1.6% | 0.36% | +4.7% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $1,061,000 | +65.3% | 20,770 | +65.1% | 0.32% | +38.9% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,054,000 | +155.8% | 4,160 | +129.8% | 0.32% | +115.3% |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $1,032,000 | +0.8% | 8,602 | +2.4% | 0.32% | -15.3% |
| LMBS | New | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $1,019,000 | – | 19,791 | +100.0% | 0.31% | – |
| DKNG | New | DRAFTKINGS INC | $1,019,000 | – | 21,879 | +100.0% | 0.31% | – |
| ESGE | Buy | ISHARES INCesg awr msci em | $1,010,000 | +76.0% | 24,057 | +49.2% | 0.31% | +47.8% |
| DVY | ISHARES TRselect divid etf | $982,000 | +18.0% | 10,209 | 0.0% | 0.30% | -0.7% | |
| MSFT | Sell | MICROSOFT CORP | $893,000 | -12.9% | 4,016 | -17.6% | 0.27% | -26.5% |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $816,000 | – | 8,000 | +100.0% | 0.25% | – |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $812,000 | +16.7% | 11,570 | +2.7% | 0.25% | -2.0% |
| GSY | New | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $809,000 | – | 16,000 | +100.0% | 0.25% | – |
| JPM | Buy | JPMORGAN CHASE & CO | $794,000 | +33.0% | 6,248 | +0.7% | 0.24% | +11.5% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $782,000 | +85.3% | 446 | +54.9% | 0.24% | +55.8% |
| VMW | VMWARE INC | $729,000 | -2.4% | 5,200 | 0.0% | 0.22% | -18.0% | |
| VNM | Buy | VANECK VECTORS ETF TRvietnam etf | $726,000 | +18.0% | 41,506 | +0.2% | 0.22% | -0.9% |
| CEF | Buy | SPROTT PHYSICAL GOLD & SILVEtr unit | $705,000 | +38.2% | 36,445 | +31.1% | 0.22% | +16.1% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $696,000 | +8.8% | 2 | 0.0% | 0.21% | -8.6% | |
| EWJ | ISHARES INCmsci jpn etf new | $693,000 | +14.4% | 10,255 | 0.0% | 0.21% | -4.1% | |
| IMGN | IMMUNOGEN INC | $671,000 | +78.9% | 104,068 | 0.0% | 0.21% | +50.4% | |
| PYPL | Sell | PAYPAL HLDGS INC | $644,000 | +0.6% | 2,750 | -15.3% | 0.20% | -15.5% |
| RMT | Buy | ROYCE MICRO-CAP TR INC | $629,000 | +68.2% | 62,161 | +27.6% | 0.19% | +41.9% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $603,000 | +0.8% | 3,430 | -10.2% | 0.18% | -15.1% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $584,000 | +109.3% | 4,582 | +77.5% | 0.18% | +75.5% |
| SPMD | SPDR SER TRportfolio s&p400 | $582,000 | +23.8% | 14,400 | 0.0% | 0.18% | +4.1% | |
| ACWV | ISHARES INCmsci gbl min vol | $581,000 | +5.4% | 6,000 | 0.0% | 0.18% | -11.4% | |
| UBER | UBER TECHNOLOGIES INC | $574,000 | +39.7% | 11,258 | 0.0% | 0.18% | +17.3% | |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $551,000 | +125.8% | 6,020 | +99.3% | 0.17% | +89.9% |
| ICLN | Buy | ISHARES TRgl clean ene etf | $545,000 | +194.6% | 19,300 | +93.0% | 0.17% | +149.3% |
| GREK | GLOBAL X FDSmsci greece etf | $530,000 | +27.4% | 20,833 | 0.0% | 0.16% | +6.6% | |
| XBI | SPDR SER TRs&p biotech | $528,000 | +26.3% | 3,750 | 0.0% | 0.16% | +6.6% | |
| VRP | New | INVESCO EXCH TRADED FD TR IIvar rate pfd | $519,000 | – | 20,000 | +100.0% | 0.16% | – |
| GOOG | ALPHABET INCcap stk cl c | $503,000 | +19.2% | 287 | 0.0% | 0.15% | 0.0% | |
| PMM | PUTNAM MANAGED MUN INCOME TR | $499,000 | +5.3% | 61,893 | 0.0% | 0.15% | -11.6% | |
| XES | SPDR SER TRoilgas equip | $485,000 | +60.1% | 10,825 | 0.0% | 0.15% | +35.5% | |
| AMZN | Buy | AMAZON COM INC | $479,000 | +36.9% | 147 | +32.4% | 0.15% | +14.8% |
| TY | Sell | TRI CONTL CORP | $469,000 | -10.5% | 15,900 | -21.3% | 0.14% | -24.6% |
| FB | Sell | FACEBOOK INCcl a | $462,000 | +4.3% | 1,691 | -0.1% | 0.14% | -11.8% |
| HEDJ | WISDOMTREE TReurope hedged eq | $464,000 | +7.4% | 7,000 | 0.0% | 0.14% | -9.6% | |
| TBF | PROSHARES TRshrt 20+yr tre | $461,000 | +2.7% | 29,200 | 0.0% | 0.14% | -14.0% | |
| NUO | Sell | NUVEEN OHIO QLTY MUN INCOME | $443,000 | -5.7% | 28,300 | -9.6% | 0.14% | -20.5% |
| BIF | Buy | BOULDER GROWTH & INCOME FD I | $436,000 | +25.6% | 39,159 | +13.0% | 0.13% | +6.3% |
| BAC | Sell | BK OF AMERICA CORP | $437,000 | +22.8% | 14,429 | -2.3% | 0.13% | +3.1% |
| XLE | SELECT SECTOR SPDR TRenergy | $436,000 | +26.7% | 11,502 | 0.0% | 0.13% | +7.2% | |
| EWY | New | ISHARES INCmsci sth kor etf | $430,000 | – | 5,000 | +100.0% | 0.13% | – |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $430,000 | +56.4% | 3,306 | +40.6% | 0.13% | +32.0% |
| PMO | PUTNAM MUN OPPORTUNITIES TRsh ben int | $428,000 | +5.4% | 31,294 | 0.0% | 0.13% | -11.5% | |
| HYB | Buy | NEW AMER HIGH INCOME FD INC | $408,000 | +7.9% | 47,015 | +1.8% | 0.12% | -9.4% |
| MLPA | GLOBAL X FDSglbl x mlp etf | $409,000 | +24.7% | 14,916 | 0.0% | 0.12% | +4.2% | |
| FPE | New | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $404,000 | – | 20,000 | +100.0% | 0.12% | – |
| QCOM | New | QUALCOMM INC | $398,000 | – | 2,612 | +100.0% | 0.12% | – |
| V | Buy | VISA INC | $394,000 | +87.6% | 1,801 | +71.4% | 0.12% | +57.1% |
| C | Sell | CITIGROUP INC | $395,000 | +43.1% | 6,404 | -0.0% | 0.12% | +19.8% |
| NVS | New | NOVARTIS AGsponsored adr | $389,000 | – | 4,122 | +100.0% | 0.12% | – |
| AMT | Sell | AMERICAN TOWER CORP NEW | $388,000 | -8.1% | 1,731 | -0.9% | 0.12% | -22.7% |
| PLAN | New | ANAPLAN INC | $385,000 | – | 5,354 | +100.0% | 0.12% | – |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $384,000 | -92.2% | 1,225 | -93.1% | 0.12% | -93.4% |
| ACWX | New | ISHARES TRmsci acwi ex us | $379,000 | – | 7,143 | +100.0% | 0.12% | – |
| JNJ | Buy | JOHNSON & JOHNSON | $362,000 | +23.5% | 2,298 | +16.7% | 0.11% | +3.7% |
| ETG | EATON VANCE TX ADV GLBL DIV | $356,000 | +22.8% | 19,505 | 0.0% | 0.11% | +2.8% | |
| DGRW | Sell | WISDOMTREE TRus qtly div grt | $356,000 | -2.7% | 6,600 | -10.6% | 0.11% | -18.0% |
| ADBE | ADOBE SYSTEMS INCORPORATED | $350,000 | +2.0% | 699 | 0.0% | 0.11% | -14.4% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $347,000 | +7.4% | 3,060 | 0.0% | 0.11% | -10.2% | |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $342,000 | +17.1% | 5,771 | +2.1% | 0.10% | -0.9% |
| EV | New | EATON VANCE CORP | $340,000 | – | 5,000 | +100.0% | 0.10% | – |
| PFE | Buy | PFIZER INC | $334,000 | +35.2% | 9,083 | +34.8% | 0.10% | +13.3% |
| AOD | ABERDEEN TOTAL DYNAMIC DIVD | $331,000 | +11.4% | 37,452 | 0.0% | 0.10% | -6.5% | |
| PFF | New | ISHARES TRpfd and incm sec | $327,000 | – | 8,500 | +100.0% | 0.10% | – |
| INTC | New | INTEL CORP | $328,000 | – | 6,584 | +100.0% | 0.10% | – |
| VDE | VANGUARD WORLD FDSenergy etf | $319,000 | +28.6% | 6,150 | 0.0% | 0.10% | +8.9% | |
| CRM | New | SALESFORCE COM INC | $321,000 | – | 1,443 | +100.0% | 0.10% | – |
| BBCA | New | J P MORGAN EXCHANGE-TRADED Fbetabuldrs cda | $314,000 | – | 11,702 | +100.0% | 0.10% | – |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $308,000 | -7.5% | 3,571 | -7.2% | 0.09% | -22.3% |
| ACN | Buy | ACCENTURE PLC IRELAND | $305,000 | +16.0% | 1,167 | +0.2% | 0.09% | -3.1% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $289,000 | +33.8% | 3,813 | +20.2% | 0.09% | +12.7% |
| CET | CENTRAL SECS CORP | $282,000 | +12.8% | 8,628 | 0.0% | 0.09% | -5.5% | |
| IVE | ISHARES TRs&p 500 val etf | $280,000 | +13.8% | 2,186 | 0.0% | 0.09% | -4.4% | |
| GM | New | GENERAL MTRS CO | $276,000 | – | 6,619 | +100.0% | 0.08% | – |
| PLTM | GRANITESHARES PLATINUM TR | $275,000 | +19.0% | 26,000 | 0.0% | 0.08% | 0.0% | |
| AMGN | Sell | AMGEN INC | $271,000 | -21.9% | 1,179 | -13.6% | 0.08% | -34.1% |
| EBAY | Sell | EBAY INC. | $267,000 | -13.6% | 5,323 | -10.1% | 0.08% | -27.4% |
| IYF | Buy | ISHARES TRu.s. finls etf | $267,000 | +17.6% | 4,000 | +100.0% | 0.08% | -1.2% |
| VBR | VANGUARD INDEX FDSsm cp val etf | $263,000 | +28.3% | 1,850 | 0.0% | 0.08% | +8.0% | |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $262,000 | – | 2,200 | +100.0% | 0.08% | – |
| EDIV | Buy | SPDR INDEX SHS FDSs&p em mkt div | $252,000 | +14.5% | 9,076 | +0.3% | 0.08% | -3.8% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $241,000 | -9.7% | 1,020 | +4.1% | 0.07% | -23.7% |
| TFI | Buy | SPDR SER TRnuveen brc munic | $240,000 | +3.9% | 4,573 | +2.7% | 0.07% | -11.9% |
| ABT | Buy | ABBOTT LABS | $241,000 | +6.2% | 2,201 | +5.3% | 0.07% | -10.8% |
| MDT | Buy | MEDTRONIC PLC | $242,000 | +12.6% | 2,070 | +0.2% | 0.07% | -5.1% |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $239,000 | +17.2% | 3,000 | 0.0% | 0.07% | -1.4% | |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $238,000 | – | 2,982 | +100.0% | 0.07% | – |
| MU | New | MICRON TECHNOLOGY INC | $234,000 | – | 3,108 | +100.0% | 0.07% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $231,000 | – | 3,717 | +100.0% | 0.07% | – |
| EFA | Sell | ISHARES TRmsci eafe etf | $230,000 | +13.3% | 3,158 | -1.0% | 0.07% | -5.4% |
| TXN | New | TEXAS INSTRS INC | $229,000 | – | 1,394 | +100.0% | 0.07% | – |
| JEQ | Sell | ABERDEEN JAPAN EQUITY FD INC | $229,000 | -17.9% | 24,214 | -28.2% | 0.07% | -31.4% |
| CUBA | Buy | HERZFELD CARIBBEAN BASIN FD | $226,000 | +55.9% | 44,131 | +9.4% | 0.07% | +30.2% |
| MKSI | New | MKS INSTRS INC | $223,000 | – | 1,480 | +100.0% | 0.07% | – |
| MS | New | MORGAN STANLEY | $220,000 | – | 3,211 | +100.0% | 0.07% | – |
| MOO | New | VANECK VECTORS ETF TRagribusiness etf | $218,000 | – | 2,800 | +100.0% | 0.07% | – |
| IDXX | New | IDEXX LABS INC | $220,000 | – | 440 | +100.0% | 0.07% | – |
| INCY | INCYTE CORP | $218,000 | -3.1% | 2,506 | 0.0% | 0.07% | -18.3% | |
| UNP | Sell | UNION PAC CORP | $211,000 | +2.9% | 1,012 | -2.9% | 0.06% | -13.3% |
| HD | Sell | HOME DEPOT INC | $211,000 | -8.3% | 794 | -4.0% | 0.06% | -22.6% |
| UNH | New | UNITEDHEALTH GROUP INC | $211,000 | – | 603 | +100.0% | 0.06% | – |
| KO | New | COCA COLA CO | $204,000 | – | 3,716 | +100.0% | 0.06% | – |
| LLY | New | LILLY ELI & CO | $201,000 | – | 1,190 | +100.0% | 0.06% | – |
| NUM | Sell | NUVEEN MICH QUALITY MUN INCO | $192,000 | -0.5% | 12,990 | -4.7% | 0.06% | -15.7% |
| EFR | EATON VANCE SR FLTNG RTE TR | $178,000 | +9.2% | 14,000 | 0.0% | 0.06% | -6.8% | |
| EFT | EATON VANCE FLTING RATE INC | $155,000 | +10.7% | 11,800 | 0.0% | 0.05% | -7.8% | |
| BOE | BLACKROCK ENHANCED GLOBAL DI | $143,000 | +14.4% | 13,100 | 0.0% | 0.04% | -4.3% | |
| NRK | NUVEEN NEW YORK AMT QLT MUNI | $138,000 | +4.5% | 10,233 | 0.0% | 0.04% | -12.5% | |
| ET | Buy | ENERGY TRANSFER LP | $129,000 | +53.6% | 20,922 | +35.5% | 0.04% | +29.0% |
| PAGP | Buy | PLAINS GP HLDGS L Pltd partnr int a | $90,000 | +40.6% | 10,664 | +2.2% | 0.03% | +21.7% |
| PAA | Buy | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $91,000 | +42.2% | 11,015 | +2.2% | 0.03% | +21.7% |
| ZNGA | Exit | ZYNGA INCcl a | $0 | – | -10,260 | -100.0% | -0.03% | – |
| XPER | Exit | XPERI HOLDING CORP | $0 | – | -17,531 | -100.0% | -0.07% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -746 | -100.0% | -0.08% | – |
| MELI | Exit | MERCADOLIBRE INC | $0 | – | -200 | -100.0% | -0.08% | – |
| VEEV | Exit | VEEVA SYS INC | $0 | – | -780 | -100.0% | -0.08% | – |
| CRNC | Exit | CERENCE INC | $0 | – | -5,458 | -100.0% | -0.10% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -279 | -100.0% | -0.10% | – |
| PHYS | Exit | SPROTT PHYSICAL GOLD TRunit | $0 | – | -19,670 | -100.0% | -0.11% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -6,535 | -100.0% | -0.15% | – |
| MGNI | Exit | MAGNITE INC | $0 | – | -145,829 | -100.0% | -0.37% | – |
| GDXJ | Exit | VANECK VECTORS ETF TRjr gold miners e | $0 | – | -26,795 | -100.0% | -0.54% | – |
| KBWB | Exit | INVESCO EXCH TRADED FD TR IIkbw bk etf | $0 | – | -52,200 | -100.0% | -0.71% | – |
| JETS | Exit | ETF SER SOLUTIONSus glb jets | $0 | – | -143,000 | -100.0% | -0.88% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 42 | Q3 2023 | 23.0% |
| SPDR GOLD TRUST | 42 | Q3 2023 | 20.4% |
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 7.0% |
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 3.9% |
| VANGUARD SPECIALIZED PORTFOL | 42 | Q3 2023 | 3.7% |
| ISHARES TR | 42 | Q3 2023 | 2.0% |
| SPDR INDEX SHS FDS | 42 | Q3 2023 | 9.4% |
| ISHARES TR | 42 | Q3 2023 | 2.0% |
| ISHARES TR | 42 | Q3 2023 | 2.0% |
| SPDR INDEX SHS FDS | 42 | Q3 2023 | 1.9% |
View TWIN FOCUS CAPITAL PARTNERS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-03-05 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
View TWIN FOCUS CAPITAL PARTNERS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.