0001172661-21-001094.txt : 20210512 0001172661-21-001094.hdr.sgml : 20210512 20210512113246 ACCESSION NUMBER: 0001172661-21-001094 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210512 DATE AS OF CHANGE: 20210512 EFFECTIVENESS DATE: 20210512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TWIN FOCUS CAPITAL PARTNERS, LLC CENTRAL INDEX KEY: 0001387761 IRS NUMBER: 205022212 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15420 FILM NUMBER: 21914131 BUSINESS ADDRESS: STREET 1: SEVENTY-FIVE PARK PLAZA CITY: BOSTON STATE: MA ZIP: 02116 BUSINESS PHONE: 617-720-4500 MAIL ADDRESS: STREET 1: SEVENTY-FIVE PARK PLAZA CITY: BOSTON STATE: MA ZIP: 02116 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001387761 XXXXXXXX 03-31-2021 03-31-2021 false TWIN FOCUS CAPITAL PARTNERS, LLC
Seventy-five Park Plaza Boston MA 02116
13F HOLDINGS REPORT 028-15420 N
Paul Karger Chief Compliance Officer 617-720-4515 /s/ Paul Karger Boston MA 05-12-2021 0 161 349666
INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 270 2253 SH SOLE 0 0 2253 ABBVIE INC COM 00287Y109 211 1953 SH SOLE 0 0 1953 ABERDEEN JAPAN EQUITY FD INC COM 00306J109 164 18147 SH SOLE 0 0 18147 ABERDEEN TOTAL DYNAMIC DIVD COM SH BEN INT 00326L100 357 37452 SH SOLE 0 0 37452 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 323 1168 SH SOLE 0 0 1168 ADAM NAT RES FD INC COM 00548F105 154 10479 SH SOLE 0 0 10479 ADAMS DIVERSIFIED EQUITY FD COM 006212104 2083 114057 SH SOLE 0 0 114057 ADOBE SYSTEMS INCORPORATED COM 00724F101 332 699 SH SOLE 0 0 699 ADVERUM BIOTECHNOLOGIES INC COM 00773U108 986 100000 SH SOLE 0 0 100000 ALPHABET INC CAP STK CL A 02079K305 920 446 SH SOLE 0 0 446 ALPHABET INC CAP STK CL C 02079K107 579 280 SH SOLE 0 0 280 AMAZON COM INC COM 023135106 523 169 SH SOLE 0 0 169 AMERICAN INTL GROUP INC COM NEW 026874784 224 4839 SH SOLE 0 0 4839 AMERICAN TOWER CORP NEW COM 03027X100 414 1733 SH SOLE 0 0 1733 APPLE INC COM 037833100 2605 21327 SH SOLE 0 0 21327 BERKSHIRE HATHAWAY INC DEL CL A 084670108 771 2 SH SOLE 0 0 2 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10360 40553 SH SOLE 0 0 40553 BIOGEN INC COM 09062X103 208 744 SH SOLE 0 0 744 BK OF AMERICA CORP COM 060505104 559 14454 SH SOLE 0 0 14454 BLACKROCK INC COM 09247X101 1503 1994 SH SOLE 0 0 1994 BOULDER GROWTH & INCOME FD I COM 101507101 547 43487 SH SOLE 0 0 43487 CENTRAL SECS CORP COM 155123102 327 8628 SH SOLE 0 0 8628 CITIGROUP INC COM NEW 172967424 466 6404 SH SOLE 0 0 6404 DRAFTKINGS INC COM CL A 26142R104 1075 17528 SH SOLE 0 0 17528 EATON VANCE FLTING RATE INC COM 278279104 166 11800 SH SOLE 0 0 11800 EATON VANCE SR FLTNG RTE TR COM 27828Q105 193 14000 SH SOLE 0 0 14000 EATON VANCE TX ADV GLBL DIV COM 27828S101 269 14065 SH SOLE 0 0 14065 EBAY INC. COM 278642103 326 5323 SH SOLE 0 0 5323 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 164 21341 SH SOLE 0 0 21341 FACEBOOK INC CL A 30303M102 497 1689 SH SOLE 0 0 1689 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 403 20000 SH SOLE 0 0 20000 GENERAL MTRS CO COM 37045V100 380 6619 SH SOLE 0 0 6619 GILEAD SCIENCES INC COM 375558103 211 3266 SH SOLE 0 0 3266 GLOBAL X FDS GLBL X MLP ETF 37954Y343 493 14916 SH SOLE 0 0 14916 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 302 3813 SH SOLE 0 0 3813 GRANITESHARES PLATINUM TR SHS BEN INT 38748T103 305 26000 SH SOLE 0 0 26000 GREENLANE HLDGS INC CL A 395330103 2060 388262 SH SOLE 0 0 388262 HERZFELD CARIBBEAN BASIN FD COM 42804T106 222 37800 SH SOLE 0 0 37800 HOME DEPOT INC COM 437076102 242 794 SH SOLE 0 0 794 IDEXX LABS INC COM 45168D104 215 440 SH SOLE 0 0 440 IMMUNOGEN INC COM 45253H101 762 94068 SH SOLE 0 0 94068 INCYTE CORP COM 45337C102 204 2506 SH SOLE 0 0 2506 INTEL CORP COM 458140100 278 4345 SH SOLE 0 0 4345 INTERCONTINENTAL EXCHANGE IN COM 45866F104 2097 18780 SH SOLE 0 0 18780 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 808 16000 SH SOLE 0 0 16000 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 366 2582 SH SOLE 0 0 2582 INVESCO QQQ TR UNIT SER 1 46090E103 270 845 SH SOLE 0 0 845 ISHARES GOLD TR ISHARES 464285105 13254 815113 SH SOLE 0 0 815113 ISHARES INC CORE MSCI EMKT 46434G103 20606 320161 SH SOLE 0 0 320161 ISHARES INC ESG AWR MSCI EM 46434G863 1421 32805 SH SOLE 0 0 32805 ISHARES INC MSCI GBL MIN VOL 464286525 592 6000 SH SOLE 0 0 6000 ISHARES INC MSCI JPN ETF NEW 46434G822 566 8255 SH SOLE 0 0 8255 ISHARES TR BARCLAYS 7 10 YR 464287440 1048 9277 SH SOLE 0 0 9277 ISHARES TR CORE MSCI EAFE 46432F842 17989 249678 SH SOLE 0 0 249678 ISHARES TR CORE S&P MCP ETF 464287507 6464 24835 SH SOLE 0 0 24835 ISHARES TR CORE S&P SCP ETF 464287804 2641 24331 SH SOLE 0 0 24331 ISHARES TR CORE S&P500 ETF 464287200 4462 11217 SH SOLE 0 0 11217 ISHARES TR CORE US AGGBD ET 464287226 4889 42947 SH SOLE 0 0 42947 ISHARES TR EAFE SML CP ETF 464288273 12374 172239 SH SOLE 0 0 172239 ISHARES TR EUROPE ETF 464287861 1464 29142 SH SOLE 0 0 29142 ISHARES TR GL CLEAN ENE ETF 464288224 347 14300 SH SOLE 0 0 14300 ISHARES TR MORNINGSTAR GRWT 464287119 2507 8691 SH SOLE 0 0 8691 ISHARES TR MSCI ACWI EX US 464288240 620 11243 SH SOLE 0 0 11243 ISHARES TR MSCI EAFE ETF 464287465 240 3158 SH SOLE 0 0 3158 ISHARES TR MSCI INDIA ETF 46429B598 734 17400 SH SOLE 0 0 17400 ISHARES TR RUS 1000 ETF 464287622 1369 6116 SH SOLE 0 0 6116 ISHARES TR RUS MDCP VAL ETF 464287473 6821 62407 SH SOLE 0 0 62407 ISHARES TR RUS MID CAP ETF 464287499 5591 75622 SH SOLE 0 0 75622 ISHARES TR RUSSELL 2000 ETF 464287655 7015 31751 SH SOLE 0 0 31751 ISHARES TR RUSSELL 3000 ETF 464287689 1242 5236 SH SOLE 0 0 5236 ISHARES TR S&P 500 GRWT ETF 464287309 8424 129379 SH SOLE 0 0 129379 ISHARES TR SELECT DIVID ETF 464287168 1165 10209 SH SOLE 0 0 10209 ISHARES TR TIPS BD ETF 464287176 4915 39167 SH SOLE 0 0 39167 ISHARES TR U.S. FINLS ETF 464287788 299 4000 SH SOLE 0 0 4000 JOHNSON & JOHNSON COM 478160104 362 2202 SH SOLE 0 0 2202 JPMORGAN CHASE & CO COM 46625H100 951 6250 SH SOLE 0 0 6250 LILLY ELI & CO COM 532457108 207 1110 SH SOLE 0 0 1110 MCKESSON CORP COM 58155Q103 201 1029 SH SOLE 0 0 1029 MEDTRONIC PLC SHS G5960L103 245 2075 SH SOLE 0 0 2075 MICRON TECHNOLOGY INC COM 595112103 274 3108 SH SOLE 0 0 3108 MICROSOFT CORP COM 594918104 951 4034 SH SOLE 0 0 4034 MKS INSTRS INC COM 55306N104 274 1480 SH SOLE 0 0 1480 MORGAN STANLEY COM NEW 617446448 256 3301 SH SOLE 0 0 3301 NEW AMER HIGH INCOME FD INC COM NEW 641876800 431 47542 SH SOLE 0 0 47542 NOVARTIS AG SPONSORED ADR 66987V109 207 2416 SH SOLE 0 0 2416 NUVEEN NEW YORK AMT QLT MUNI COM 670656107 140 10233 SH SOLE 0 0 10233 NUVEEN OHIO QLTY MUN INCOME COM 670980101 351 22512 SH SOLE 0 0 22512 PAYPAL HLDGS INC COM 70450Y103 654 2692 SH SOLE 0 0 2692 PFIZER INC COM 717081103 281 7762 SH SOLE 0 0 7762 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 815 8000 SH SOLE 0 0 8000 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 102 11244 SH SOLE 0 0 11244 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 102 10882 SH SOLE 0 0 10882 PRICE T ROWE GROUP INC COM 74144T108 3055 17804 SH SOLE 0 0 17804 PROSHARES TR S&P 500 DV ARIST 74348A467 257 2982 SH SOLE 0 0 2982 PROSHARES TR SHRT 20+YR TRE 74347X849 529 29200 SH SOLE 0 0 29200 PUTNAM MANAGED MUN INCOME TR COM 746823103 504 61893 SH SOLE 0 0 61893 PUTNAM MUN OPPORTUNITIES TR SH BEN INT 746922103 419 31294 SH SOLE 0 0 31294 QUALCOMM INC COM 747525103 346 2613 SH SOLE 0 0 2613 REPUBLIC SVCS INC COM 760759100 200 2015 SH SOLE 0 0 2015 ROTOR ACQUISITION CORP UNIT 06/15/2027 77879W204 188 18800 SH SOLE 0 0 18800 ROYCE MICRO-CAP TR INC COM 780915104 702 62161 SH SOLE 0 0 62161 SELECT SECTOR SPDR TR ENERGY 81369Y506 574 11702 SH SOLE 0 0 11702 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 357 3060 SH SOLE 0 0 3060 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 343 5350 SH SOLE 0 0 5350 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 466 3506 SH SOLE 0 0 3506 SPDR GOLD TR GOLD SHS 78463V107 13421 83902 SH SOLE 0 0 83902 SPDR INDEX SHS FDS S&P CHINA ETF 78463X400 2372 18111 SH SOLE 0 0 18111 SPDR INDEX SHS FDS S&P EM MKT DIV 78463X533 213 7098 SH SOLE 0 0 7098 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 2620 47298 SH SOLE 0 0 47298 SPDR S&P 500 ETF TR TR UNIT 78462F103 11965 30190 SH SOLE 0 0 30190 SPDR SER TR NUVEEN BRC MUNIC 78468R721 276 5345 SH SOLE 0 0 5345 SPDR SER TR OILGAS EQUIP 78468R549 576 10825 SH SOLE 0 0 10825 SPDR SER TR PORTFOLIO S&P400 78464A847 659 14400 SH SOLE 0 0 14400 SPDR SER TR S&P BIOTECH 78464A870 509 3750 SH SOLE 0 0 3750 SPDR SER TR S&P BK ETF 78464A797 226 4350 SH SOLE 0 0 4350 SPDR SER TR S&P DIVID ETF 78464A763 1656 14030 SH SOLE 0 0 14030 SPDR SER TR S&P OILGAS EXP 78468R556 3415 41986 SH SOLE 0 0 41986 SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 720 41445 SH SOLE 0 0 41445 TENET HEALTHCARE CORP COM NEW 88033G407 208 4000 SH SOLE 0 0 4000 TEXAS INSTRS INC COM 882508104 265 1402 SH SOLE 0 0 1402 TRI CONTL CORP COM 895436103 516 15900 SH SOLE 0 0 15900 UBER TECHNOLOGIES INC COM 90353T100 614 11258 SH SOLE 0 0 11258 UNION PAC CORP COM 907818108 224 1015 SH SOLE 0 0 1015 UNITEDHEALTH GROUP INC COM 91324P102 224 603 SH SOLE 0 0 603 VANECK VECTORS ETF TR AGRIBUSINESS ETF 92189F700 246 2800 SH SOLE 0 0 2800 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 1258 38700 SH SOLE 0 0 38700 VANECK VECTORS ETF TR VIETNAM ETF 92189F817 751 41506 SH SOLE 0 0 41506 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 1308 22901 SH SOLE 0 0 22901 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 5628 31810 SH SOLE 0 0 31810 VANGUARD INDEX FDS GROWTH ETF 922908736 1797 6991 SH SOLE 0 0 6991 VANGUARD INDEX FDS LARGE CAP ETF 922908637 636 3430 SH SOLE 0 0 3430 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1697 12583 SH SOLE 0 0 12583 VANGUARD INDEX FDS MID CAP ETF 922908629 1394 6300 SH SOLE 0 0 6300 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 9755 26777 SH SOLE 0 0 26777 VANGUARD INDEX FDS SM CP VAL ETF 922908611 306 1850 SH SOLE 0 0 1850 VANGUARD INDEX FDS SMALL CP ETF 922908751 1277 5967 SH SOLE 0 0 5967 VANGUARD INDEX FDS TOTAL STK MKT 922908769 43074 208401 SH SOLE 0 0 208401 VANGUARD INDEX FDS VALUE ETF 922908744 1713 13030 SH SOLE 0 0 13030 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 10490 172871 SH SOLE 0 0 172871 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 11123 213701 SH SOLE 0 0 213701 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 245 3000 SH SOLE 0 0 3000 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 7482 58285 SH SOLE 0 0 58285 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 3325 34178 SH SOLE 0 0 34178 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1521 29504 SH SOLE 0 0 29504 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1427 17299 SH SOLE 0 0 17299 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5240 35624 SH SOLE 0 0 35624 VANGUARD STAR FDS VG TL INTL STK F 921909768 2779 44319 SH SOLE 0 0 44319 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 6191 126055 SH SOLE 0 0 126055 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 586 5796 SH SOLE 0 0 5796 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 232 2800 SH SOLE 0 0 2800 VANGUARD WORLD FD ESG INTL STK ETF 921910725 420 6851 SH SOLE 0 0 6851 VANGUARD WORLD FD ESG US STK ETF 921910733 938 12714 SH SOLE 0 0 12714 VANGUARD WORLD FDS ENERGY ETF 92204A306 418 6150 SH SOLE 0 0 6150 VERTEX PHARMACEUTICALS INC COM 92532F100 230 1072 SH SOLE 0 0 1072 VISA INC COM CL A 92826C839 382 1802 SH SOLE 0 0 1802 VMWARE INC CL A COM 928563402 782 5200 SH SOLE 0 0 5200 VOYA NAT RES EQUITY INCOME F COM 92913C106 57 17300 SH SOLE 0 0 17300 WALMART INC COM 931142103 1363 10037 SH SOLE 0 0 10037 WESTERN ASSET / CLAYMORE INF COM 95766R104 1033 84954 SH SOLE 0 0 84954 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 509 7000 SH SOLE 0 0 7000 WISDOMTREE TR US QTLY DIV GRT 97717X669 377 6600 SH SOLE 0 0 6600