13F HOLDINGS REPORT

TWIN FOCUS CAPITAL PARTNERS, LLC

Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001172661-25-000846

Total Value

$676.6M

Positions

141

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (141)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD INDEX FDS	922908769	259,183	$75.1M	11.10%
2	ISHARES TR	46432F842	987,613	$69.4M	10.26%
3	ISHARES GOLD TR	IAU	898,038	$44.5M	6.57%
4	DELL TECHNOLOGIES INC	DELL	226,000	$26.0M	3.85%
5	SPDR SER TR	78464A409	240,593	$21.1M	3.13%
6	ISHARES TR	464287150	150,863	$19.4M	2.87%
7	SPDR GOLD TR	GLD	76,355	$18.5M	2.73%
8	VANGUARD MALVERN FDS	922020805	368,642	$17.8M	2.64%
9	VANGUARD INDEX FDS	922908363	32,233	$17.4M	2.57%
10	ISHARES TR	464287622	53,284	$17.2M	2.54%
11	APPLE INC	AAPL	60,755	$15.2M	2.25%
12	SPDR S&P 500 ETF TR	SPY	22,800	$13.4M	1.97%
13	ISHARES TR	464287309	131,426	$13.3M	1.97%
14	JANUS DETROIT STR TR	47103U845	252,004	$12.8M	1.89%
15	ISHARES TR	464287176	109,986	$11.7M	1.73%
16	ISHARES TR	464287226	115,701	$11.2M	1.66%
17	ISHARES TR	464287614	27,209	$10.9M	1.61%
18	ISHARES TR	464287473	72,882	$9.4M	1.39%
19	VANGUARD INTL EQUITY INDEX F	922042858	209,629	$9.2M	1.36%
20	VANGUARD WORLD FD	921910733	82,527	$8.7M	1.28%
21	VANGUARD SPECIALIZED FUNDS	921908844	43,123	$8.4M	1.25%
22	ISHARES INC	46434G103	153,584	$8.0M	1.19%
23	SELECT SECTOR SPDR TR	81369Y209	57,891	$8.0M	1.18%
24	SELECT SECTOR SPDR TR	81369Y886	98,565	$7.5M	1.10%
25	VANGUARD INDEX FDS	922908736	18,059	$7.4M	1.10%
26	CULLINAN THERAPEUTICS INC	CGEM	595,489	$7.3M	1.07%
27	VANGUARD INTL EQUITY INDEX F	922042775	109,869	$6.3M	0.93%
28	VANGUARD TAX-MANAGED FDS	921943858	126,724	$6.1M	0.90%
29	NVIDIA CORPORATION	NVDA	44,410	$6.0M	0.88%
30	VANGUARD INDEX FDS	922908512	36,675	$5.9M	0.88%
31	SPDR SER TR	78468R556	44,283	$5.9M	0.87%
32	ISHARES TR	464287507	93,983	$5.9M	0.87%
33	SELECT SECTOR SPDR TR	81369Y803	24,960	$5.8M	0.86%
34	ISHARES TR	464287200	9,600	$5.7M	0.84%
35	ISHARES TR	464287655	25,333	$5.6M	0.83%
36	ISHARES TR	464287499	60,528	$5.4M	0.79%
37	VANGUARD INTL EQUITY INDEX F	922042718	44,756	$5.1M	0.76%
38	VANGUARD INTL EQUITY INDEX F	922042742	42,381	$5.0M	0.74%
39	GLOBAL X FDS	37954Y830	108,715	$4.2M	0.61%
40	ISHARES TR	464287689	12,395	$4.1M	0.61%
41	VANGUARD WORLD FD	92204A504	16,075	$4.1M	0.60%
42	ISHARES TR	464287234	93,869	$3.9M	0.58%
43	VANGUARD WORLD FD	92204A306	32,210	$3.9M	0.58%
44	VANGUARD STAR FDS	921909768	58,692	$3.5M	0.51%
45	VANGUARD INDEX FDS	922908637	12,760	$3.4M	0.51%
46	ISHARES TR	464287119	34,875	$3.1M	0.46%
47	VANGUARD INDEX FDS	922908652	16,377	$3.1M	0.46%
48	ISHARES TR	464287598	15,943	$3.0M	0.44%
49	SPDR SER TR	78464A763	22,280	$2.9M	0.43%
50	ISHARES TR	464287432	33,681	$2.9M	0.43%
51	VANGUARD WORLD FD	921910725	51,051	$2.9M	0.43%
52	MICROSOFT CORP	MSFT	6,652	$2.8M	0.41%
53	INTERCONTINENTAL EXCHANGE IN	45866F104	18,005	$2.7M	0.40%
54	SPDR SER TR	78464A870	26,480	$2.4M	0.35%
55	SELECT SECTOR SPDR TR	81369Y308	29,807	$2.3M	0.35%
56	VANGUARD INDEX FDS	922908744	13,302	$2.3M	0.33%
57	ALPHABET INC	GOOG	11,155	$2.1M	0.31%
58	BROADCOM INC	AVGO	9,050	$2.1M	0.31%
59	ISHARES TR	464287523	9,385	$2.0M	0.30%
60	PRICE T ROWE GROUP INC	TROW	17,800	$2.0M	0.30%
61	BLACKROCK INC	BLK	1,850	$1.9M	0.28%
62	ISHARES U S ETF TR	46431W853	73,380	$1.9M	0.27%
63	ISHARES TR	464287804	15,080	$1.7M	0.26%
64	ISHARES TR	464288273	25,405	$1.5M	0.23%
65	INTERNATIONAL BUSINESS MACHS	INTR	7,000	$1.5M	0.23%
66	ISHARES TR	464287861	28,112	$1.5M	0.22%
67	ISHARES TR	464287556	10,847	$1.4M	0.21%
68	VANGUARD INDEX FDS	922908629	5,206	$1.4M	0.20%
69	SPDR INDEX SHS FDS	78463X400	18,111	$1.4M	0.20%
70	VANGUARD SCOTTSDALE FDS	92206C409	17,299	$1.3M	0.20%
71	GE AEROSPACE	369604301	8,077	$1.3M	0.20%
72	VOX ROYALTY CORP	VOXR	558,988	$1.3M	0.19%
73	SPROTT PHYSICAL GOLD & SILVE	SII	53,845	$1.3M	0.19%
74	ISHARES INC	46434G863	37,003	$1.2M	0.18%
75	SPDR SER TR	78464A508	23,111	$1.2M	0.17%
76	GLOBAL X FDS	37954Y632	26,865	$1.0M	0.15%
77	GLOBAL PARTNERS LP	GLP-PB	22,000	$1.0M	0.15%
78	EXXON MOBIL CORP	XOM	9,227	$992,548	0.15%
79	JPMORGAN CHASE & CO.	VYLD	4,122	$988,085	0.15%
80	NB BANCORP INC	NBBK	51,164	$924,022	0.14%
81	VANECK ETF TRUST	92189F106	26,067	$883,932	0.13%
82	SRH TOTAL RETURN FUND INC	STEW	55,019	$881,404	0.13%
83	ALPHABET INC	GOOG	4,515	$859,837	0.13%
84	RTX CORPORATION	RTX	7,175	$830,291	0.12%
85	GE VERNOVA INC	GEV	2,518	$828,246	0.12%
86	ADAMS DIVERSIFIED EQUITY FD	006212104	40,205	$812,141	0.12%
87	ISHARES TR	464288661	6,946	$802,610	0.12%
88	VANGUARD INDEX FDS	922908751	3,036	$729,587	0.11%
89	PROSHARES TR	74347X849	29,200	$719,488	0.11%
90	VANGUARD INDEX FDS	922908553	8,016	$714,065	0.11%
91	MCKESSON CORP	MCK	1,200	$683,892	0.10%
92	UBER TECHNOLOGIES INC	UBER	11,208	$676,067	0.10%
93	SPDR SER TR	78464A847	12,200	$667,218	0.10%
94	GLOBAL X FDS	37954Y343	13,384	$661,303	0.10%
95	SPDR INDEX SHS FDS	78463X756	11,000	$644,710	0.10%
96	ROYCE MICRO-CAP TR INC	RMT	62,161	$606,070	0.09%
97	CORNING INC	GLW	12,000	$570,240	0.08%
98	INVESCO ACTIVELY MANAGED EXC	IVZ	10,980	$550,208	0.08%
99	FIDELITY COVINGTON TRUST	31609A503	16,546	$543,550	0.08%
100	WESTERN AST INFL LKD OPP & I	95766R104	60,163	$497,548	0.07%
101	VANECK ETF TRUST	92189F817	42,721	$490,432	0.07%
102	PROCTER AND GAMBLE CO	742718109	2,851	$477,909	0.07%
103	BANK AMERICA CORP	060505104	10,534	$462,969	0.07%
104	AT&T INC	T-PC	17,535	$399,272	0.06%
105	FIDELITY NATL INFORMATION SV	31620M106	4,869	$393,269	0.06%
106	NEW AMER HIGH INCOME FD INC	641876800	48,059	$392,642	0.06%
107	CITIGROUP INC	C-PR	5,508	$387,708	0.06%
108	DRAFTKINGS INC NEW	DKNG	10,039	$373,451	0.06%
109	TRI CONTL CORP	895436103	11,611	$367,953	0.05%
110	PROSHARES TR	74347B581	5,800	$366,947	0.05%
111	TEGNA INC	87901J105	20,054	$366,788	0.05%
112	VANGUARD INDEX FDS	922908611	1,850	$366,633	0.05%
113	ISHARES TR	46435U549	7,720	$358,517	0.05%
114	VANGUARD WHITEHALL FDS	921946406	2,781	$354,828	0.05%
115	GE HEALTHCARE TECHNOLOGIES I	GEHC	4,525	$353,765	0.05%
116	WISDOMTREE TR	WT	4,320	$349,618	0.05%
117	KYNDRYL HLDGS INC	KD	10,000	$346,000	0.05%
118	VERIZON COMMUNICATIONS INC	VZ	8,266	$330,557	0.05%
119	ELI LILLY & CO	LLY	418	$322,696	0.05%
120	WALMART INC	WMT	3,523	$318,311	0.05%
121	PUTNAM MUN OPPORTUNITIES TR	746922103	31,294	$317,008	0.05%
122	BERKSHIRE HATHAWAY INC DEL	BRK-A	679	$307,777	0.05%
123	SPDR SER TR	78468R549	3,750	$295,950	0.04%
124	VANGUARD WHITEHALL FDS	921946810	3,650	$291,964	0.04%
125	WELLS FARGO CO NEW	949746101	4,047	$284,261	0.04%
126	VANGUARD CHARLOTTE FDS	92203J407	5,611	$275,215	0.04%
127	MARSH & MCLENNAN COS INC	571748102	1,253	$266,244	0.04%
128	GRANITESHARES PLATINUM TR	PLTM	30,000	$263,700	0.04%
129	MICRON TECHNOLOGY INC	MU	3,000	$252,480	0.04%
130	PAYPAL HLDGS INC	PYPL	2,925	$249,649	0.04%
131	SPDR SER TR	78468R721	5,417	$247,124	0.04%
132	AMERICAN TOWER CORP NEW	03027X100	1,285	$235,682	0.03%
133	ATLASSIAN CORPORATION	TEAM	955	$232,428	0.03%
134	ASA GOLD AND PRECIOUS MTLS L	G3156P103	11,300	$228,486	0.03%
135	JEFFERIES FINL GROUP INC	47233W109	2,835	$222,264	0.03%
136	SPDR SER TR	78464A698	3,600	$217,260	0.03%
137	CARTESIAN THERAPEUTICS INC	RNAC	12,000	$214,920	0.03%
138	PUTNAM MANAGED MUN INCOME TR	746823103	23,993	$143,238	0.02%
139	HERZFELD CARIBBEAN BASIN FD	HERZ	59,527	$138,996	0.02%
140	ABRDN JAPAN EQUITY FUND INC	JEQ	18,147	$104,345	0.02%
141	VOYA EMERGING MKTS HIGH DIVI	92912P108	12,000	$60,120	0.01%