$445 Million is the total value of TWIN FOCUS CAPITAL PARTNERS, LLC's 204 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MAPS | New | WM TECHNOLOGY INC | $3,313,000 | – | 1,006,950 | +100.0% | 0.74% | – |
| HYD | New | VANECK ETF TRUSThigh yld munietf | $763,000 | – | 14,160 | +100.0% | 0.17% | – |
| New | HARTFORD FDS EXCHANGE TRADEDlarge cap grwt | $716,000 | – | 62,500 | +100.0% | 0.16% | – | |
| ITOT | New | ISHARES TRcore s&p ttl stk | $595,000 | – | 7,100 | +100.0% | 0.13% | – |
| EAGG | New | ISHARES TResg awr us agrgt | $513,000 | – | 10,490 | +100.0% | 0.12% | – |
| PTC | New | PTC INC | $332,000 | – | 3,123 | +100.0% | 0.08% | – |
| ACWI | New | ISHARES TRmsci acwi etf | $243,000 | – | 2,895 | +100.0% | 0.06% | – |
| New | DRAFTKINGS INC NEW | $117,000 | – | 10,067 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
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.