0001172661-24-002445.txt : 20240515 0001172661-24-002445.hdr.sgml : 20240515 20240515133406 ACCESSION NUMBER: 0001172661-24-002445 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TWIN FOCUS CAPITAL PARTNERS, LLC CENTRAL INDEX KEY: 0001387761 ORGANIZATION NAME: 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: 24949074 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 X0202 13F-HR LIVE false true false 0001387761 XXXXXXXX 03-31-2024 03-31-2024 false TWIN FOCUS CAPITAL PARTNERS, LLC

Seventy-five Park Plaza Boston MA 02116

13F HOLDINGS REPORT 028-15420 000140522 801-66717 N Elizabeth Gardner 617-720-4515 /s/ Elizabeth Gardner Boston MA 05-15-2024 0 143 525282068 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 267141 1467 SH SOLE 1467 0 0 ABRDN JAPAN EQUITY FUND INC COM 00306J109 113056 18147 SH SOLE 18147 0 0 ADAM NAT RES FD INC COM 00548F105 472822 20504 SH SOLE 20504 0 0 ADAMS DIVERSIFIED EQUITY FD COM 006212104 1842200 94375 SH SOLE 94375 0 0 ALPHABET INC CAP STK CL A 02079K305 1819461 12055 SH SOLE 12055 0 0 ALPHABET INC CAP STK CL C 02079K107 696590 4575 SH SOLE 4575 0 0 AMAZON COM INC COM 023135106 437422 2425 SH SOLE 2425 0 0 AMERICAN TOWER CORP NEW COM 03027X100 305277 1545 SH SOLE 1545 0 0 APPLE INC COM 037833100 10627726 61976 SH SOLE 61976 0 0 ASA GOLD AND PRECIOUS MTLS L SHS G3156P103 173568 11300 SH SOLE 11300 0 0 AT&T INC COM 00206R102 308616 17535 SH SOLE 17535 0 0 BAIN CAP SPECIALTY FIN INC COM STK 05684B107 156800 10000 SH SOLE 10000 0 0 BANK AMERICA CORP COM 060505104 474910 12524 SH SOLE 12524 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 634440 1 SH SOLE 1 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 306559 729 SH SOLE 729 0 0 BLACKROCK INC COM 09247X101 1542345 1850 SH SOLE 1850 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 274078 5054 SH SOLE 5054 0 0 BROADCOM INC COM 11135F101 1793280 1353 SH SOLE 1353 0 0 CITIGROUP INC COM NEW 172967424 538046 8508 SH SOLE 8508 0 0 DELL TECHNOLOGIES INC CL C 24703L202 27135382 237800 SH SOLE 237800 0 0 DRAFTKINGS INC NEW COM CL A 26142V105 455871 10039 SH SOLE 10039 0 0 EATON VANCE TX ADV GLBL DIV COM 27828S101 256686 14065 SH SOLE 14065 0 0 ELI LILLY & CO COM 532457108 480779 618 SH SOLE 618 0 0 ELLSWORTH GROWTH & INCOME FD COM 289074106 151032 18600 SH SOLE 18600 0 0 EOS ENERGY ENTERPRISES INC COM CL A 29415C101 25750 25000 SH SOLE 25000 0 0 EXXON MOBIL CORP COM 30231G102 1087076 9352 SH SOLE 9352 0 0 FIDELITY COVINGTON TRUST ENHANCED MID 31609A503 505328 16546 SH SOLE 16546 0 0 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 365913 4025 SH SOLE 4025 0 0 GENERAL ELECTRIC CO COM NEW 369604301 1768816 10077 SH SOLE 10077 0 0 GLOBAL PARTNERS LP COM UNITS 37946R109 976360 22000 SH SOLE 22000 0 0 GLOBAL X FDS GLBL X MLP ETF 37954Y343 438030 9084 SH SOLE 9084 0 0 GRANITESHARES PLATINUM TR SHS BEN INT 38748T103 229840 26000 SH SOLE 26000 0 0 HERZFELD CARIBBEAN BASIN FD COM 42804T106 152647 58937 SH SOLE 58937 0 0 IDEXX LABS INC COM 45168D104 237569 440 SH SOLE 440 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 2493667 18145 SH SOLE 18145 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1336720 7000 SH SOLE 7000 0 0 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 547792 10980 SH SOLE 10980 0 0 ISHARES GOLD TR ISHARES NEW 464285204 23639867 562720 SH SOLE 562720 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 1421702 44111 SH SOLE 44111 0 0 ISHARES INC CORE MSCI EMKT 46434G103 9187662 178055 SH SOLE 178055 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 9514472 75915 SH SOLE 75915 0 0 ISHARES TR ESG AWR US AGRGT 46435U549 404245 8590 SH SOLE 8590 0 0 ISHARES TR EAFE SML CP ETF 464288273 6521825 102982 SH SOLE 102982 0 0 ISHARES TR CORE MSCI EAFE 46432F842 53878416 725929 SH SOLE 725929 0 0 ISHARES TR TIPS BD ETF 464287176 7384912 68754 SH SOLE 68754 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 9318758 27648 SH SOLE 27648 0 0 ISHARES TR CORE S&P TTL STK 464287150 1711167 14841 SH SOLE 14841 0 0 ISHARES TR ISHARES SEMICDTR 464287523 1955338 8655 SH SOLE 8655 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 5616062 26705 SH SOLE 26705 0 0 ISHARES TR CORE US AGGBD ET 464287226 8350199 85258 SH SOLE 85258 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 3878834 12926 SH SOLE 12926 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 946371 23037 SH SOLE 23037 0 0 ISHARES TR RUS MID CAP ETF 464287499 5119483 60881 SH SOLE 60881 0 0 ISHARES TR ISHARES BIOTECH 464287556 1570109 11442 SH SOLE 11442 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 9958029 117930 SH SOLE 117930 0 0 ISHARES TR CORE S&P MCP ETF 464287507 5407880 89033 SH SOLE 89033 0 0 ISHARES TR RUS 1000 ETF 464287622 15458282 53669 SH SOLE 53669 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 3731220 20832 SH SOLE 20832 0 0 ISHARES TR CORE S&P500 ETF 464287200 5420281 10310 SH SOLE 10310 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1850049 16739 SH SOLE 16739 0 0 ISHARES TR MORNINGSTAR GRWT 464287119 2713506 35950 SH SOLE 35950 0 0 ISHARES TR EUROPE ETF 464287861 1519222 27290 SH SOLE 27290 0 0 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 1981260 73380 SH SOLE 73380 0 0 JPMORGAN CHASE & CO COM 46625H100 891736 4452 SH SOLE 4452 0 0 KVH INDS INC COM 482738101 568375 111446 SH SOLE 111446 0 0 KYNDRYL HLDGS INC COMMON STOCK 50155Q100 979200 45000 SH SOLE 45000 0 0 LISTED FD TR HORIZON KINETICS 53656F623 3346354 102775 SH SOLE 102775 0 0 MARSH & MCLENNAN COS INC COM 571748102 258185 1253 SH SOLE 1253 0 0 MCKESSON CORP COM 58155Q103 805275 1500 SH SOLE 1500 0 0 META PLATFORMS INC CL A 30303M102 210400 433 SH SOLE 433 0 0 MICRON TECHNOLOGY INC COM 595112103 358386 3040 SH SOLE 3040 0 0 MICROSOFT CORP COM 594918104 2859439 6797 SH SOLE 6797 0 0 NEW AMER HIGH INCOME FD INC COM NEW 641876800 349870 48059 SH SOLE 48059 0 0 NUVEEN MASSACHUSETS QLT MUN COM 67061E104 112683 10319 SH SOLE 10319 0 0 NVIDIA CORPORATION COM 67066G104 381302 422 SH SOLE 422 0 0 PRICE T ROWE GROUP INC COM 74144T108 2170176 17800 SH SOLE 17800 0 0 PROCTER AND GAMBLE CO COM 742718109 497399 3066 SH SOLE 3066 0 0 PROSHARES TR SHRT 20+YR TRE 74347X849 677148 29200 SH SOLE 29200 0 0 PROSHARES TR SP500 EX ENRGY 74347B581 325627 2900 SH SOLE 2900 0 0 PUTNAM MANAGED MUN INCOME TR COM 746823103 143718 23993 SH SOLE 23993 0 0 PUTNAM MUN OPPORTUNITIES TR SH BEN INT 746922103 317947 31294 SH SOLE 31294 0 0 QUANTERIX CORP COM 74766Q101 282720 12000 SH SOLE 12000 0 0 ROYCE MICRO-CAP TR INC COM 780915104 587421 62161 SH SOLE 62161 0 0 RTX CORPORATION COM 75513E101 780240 8000 SH SOLE 8000 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2657641 34804 SH SOLE 34804 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 10304758 69754 SH SOLE 69754 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 4970611 23866 SH SOLE 23866 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 3072420 46800 SH SOLE 46800 0 0 SPDR GOLD TR GOLD SHS 78463V107 16519110 80299 SH SOLE 80299 0 0 SPDR INDEX SHS FDS S&P CHINA ETF 78463X400 1191342 18111 SH SOLE 18111 0 0 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 944861 16933 SH SOLE 16933 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 12904137 24670 SH SOLE 24670 0 0 SPDR SER TR S&P REGL BKG 78464A698 251400 5000 SH SOLE 5000 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 13737879 187804 SH SOLE 187804 0 0 SPDR SER TR S&P BIOTECH 78464A870 2360863 24880 SH SOLE 24880 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 1180542 23564 SH SOLE 23564 0 0 SPDR SER TR S&P OILGAS EXP 78468R556 6493581 41913 SH SOLE 41913 0 0 SPDR SER TR NUVEEN BLMBRG MU 78468R721 241045 5186 SH SOLE 5186 0 0 SPDR SER TR S&P DIVID ETF 78464A763 2966680 22605 SH SOLE 22605 0 0 SPDR SER TR PORTFOLIO S&P400 78464A847 768096 14400 SH SOLE 14400 0 0 SPDR SER TR OILGAS EQUIP 78468R549 427749 4595 SH SOLE 4595 0 0 SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 1095207 53845 SH SOLE 53845 0 0 SRH TOTAL RETURN FUND INC COM 101507101 828586 55019 SH SOLE 55019 0 0 TEGNA INC COM 87901J105 299607 20054 SH SOLE 20054 0 0 TRI CONTL CORP COM 895436103 277200 9000 SH SOLE 9000 0 0 UBER TECHNOLOGIES INC COM 90353T100 862904 11208 SH SOLE 11208 0 0 UNITEDHEALTH GROUP INC COM 91324P102 327491 662 SH SOLE 662 0 0 VANECK ETF TRUST VANECK VIETNAM 92189F817 593816 42721 SH SOLE 42721 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 1219489 38567 SH SOLE 38567 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 352761 7171 SH SOLE 7171 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 55934802 215217 SH SOLE 215217 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 1279358 5597 SH SOLE 5597 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 5005783 14543 SH SOLE 14543 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 2181279 13394 SH SOLE 13394 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1371427 5720 SH SOLE 5720 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 2057780 8236 SH SOLE 8236 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 12929875 26898 SH SOLE 26898 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 354978 1850 SH SOLE 1850 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 2749721 15688 SH SOLE 15688 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4249546 27256 SH SOLE 27256 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 8520710 203991 SH SOLE 203991 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 235117 3491 SH SOLE 3491 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 6047192 51756 SH SOLE 51756 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 6371976 108644 SH SOLE 108644 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 4355309 39415 SH SOLE 39415 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 18151084 379016 SH SOLE 379016 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1337386 17299 SH SOLE 17299 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 7694090 42134 SH SOLE 42134 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 6756584 134674 SH SOLE 134674 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 360671 2981 SH SOLE 2981 0 0 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 297585 3650 SH SOLE 3650 0 0 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 4835545 17875 SH SOLE 17875 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 456852 7949 SH SOLE 7949 0 0 VANGUARD WORLD FD CONSUM STP ETF 92204A207 265382 1300 SH SOLE 1300 0 0 VANGUARD WORLD FD ESG US STK ETF 921910733 769182 8254 SH SOLE 8254 0 0 VANGUARD WORLD FD ENERGY ETF 92204A306 4224936 32080 SH SOLE 32080 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 357331 8516 SH SOLE 8516 0 0 VOX ROYALTY CORP COM 92919F103 1151515 558988 SH SOLE 558988 0 0 VOYA EMERGING MKTS HIGH DIVI COM 92912P108 63240 12000 SH SOLE 12000 0 0 WALMART INC COM 931142103 211984 3523 SH SOLE 3523 0 0 WELLS FARGO CO NEW COM 949746101 234564 4047 SH SOLE 4047 0 0 WESTERN AST INFL LKD OPP & I COM 95766R104 498020 57708 SH SOLE 57708 0 0 WISDOMTREE TR US QTLY DIV GRT 97717X669 329141 4320 SH SOLE 4320 0 0