$500 Million is the total value of TWIN FOCUS CAPITAL PARTNERS, LLC's 226 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | SARCOS TECHN AND ROBOTICS CO | $0 | – | -18,800 | -100.0% | -0.03% | – | |
| VOX | Exit | VANGUARD WORLD FDS | $0 | – | -1,438 | -100.0% | -0.05% | – |
| MCK | Exit | MCKESSON CORP | $0 | – | -1,051 | -100.0% | -0.05% | – |
| MRNA | Exit | MODERNA INC | $0 | – | -552 | -100.0% | -0.05% | – |
| Exit | DEFINITIVE HEALTHCARE CORP | $0 | – | -5,000 | -100.0% | -0.05% | – | |
| NOBL | Exit | PROSHARES TRs&p 500 dv arist | $0 | – | -2,982 | -100.0% | -0.06% | – |
| ICLN | Exit | ISHARES TRgl clean ene etf | $0 | – | -12,700 | -100.0% | -0.06% | – |
| EVBG | Exit | EVERBRIDGE INC | $0 | – | -2,500 | -100.0% | -0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
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 | 2024-05-15 |
| 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 |
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.