MondegarAI
TWIN FOCUS CAPITAL PARTNERS, LLC

Q2 2024 · 13F-HR

TWIN FOCUS CAPITAL PARTNERS, LLCholdings as filed

Filed 2024-08-14 · accession 0001172661-24-003345

$626.1M
Reported value
134
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$58.2M9.30%217,609CommonSOLE
46432F842IEFAISHARES TR$57.5M9.18%791,430CommonSOLE
69370C100PTCPTC INC$40.2M6.43%221,517CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$38.4M6.14%278,600CommonSOLE
464285204IAUISHARES GOLD TR$31.4M5.01%714,644CommonSOLE
78463V107GLDSPDR GOLD TR$18.7M2.99%86,933CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$18.6M2.96%382,234CommonSOLE
78464A409SPYGSPDR SER TR$17.4M2.77%216,772CommonSOLE
464287622IWBISHARES TR$16.0M2.55%53,669CommonSOLE
922908363VOOVANGUARD INDEX FDS$13.5M2.16%26,993CommonSOLE
037833100AAPLAPPLE INC$13.1M2.09%61,981CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$12.9M2.06%23,661CommonSOLE
464287309IVWISHARES TR$11.2M1.79%120,926CommonSOLE
464287176TIPISHARES TR$11.0M1.76%103,445CommonSOLE
230031106CGEMCULLINAN THERAPEUTICS INC$10.4M1.66%595,489CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$10.4M1.65%71,022CommonSOLE
464287614IWFISHARES TR$10.1M1.61%27,648CommonSOLE
46434G103IEMGISHARES INC$9.5M1.52%177,408CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$9.3M1.48%211,604CommonSOLE
464287226AGGISHARES TR$9.1M1.46%93,959CommonSOLE
464287473IWSISHARES TR$8.9M1.43%73,907CommonSOLE
78468R556XOPSPDR SER TR$8.1M1.29%55,443CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$7.8M1.25%42,881CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$6.7M1.06%134,814CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$6.5M1.05%111,599CommonSOLE
922908736VUGVANGUARD INDEX FDS$6.2M0.99%16,514CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$6.1M0.97%51,772CommonSOLE
37954Y830COPXGLOBAL X FDS$6.1M0.97%134,250CommonSOLE
464288273SCZISHARES TR$5.9M0.94%95,215CommonSOLE
464287200IVVISHARES TR$5.7M0.91%10,370CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$5.5M0.89%24,495CommonSOLE
464287655IWMISHARES TR$5.4M0.87%26,705CommonSOLE
464287507IJHISHARES TR$5.3M0.84%90,193CommonSOLE
464287150ITOTISHARES TR$5.1M0.82%43,280CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$5.1M0.82%74,918CommonSOLE
464287499IWRISHARES TR$4.9M0.78%60,411CommonSOLE
92204A504VHTVANGUARD WORLD FD$4.6M0.73%17,175CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$4.5M0.71%39,612CommonSOLE
922908512VOEVANGUARD INDEX FDS$4.2M0.68%28,156CommonSOLE
464287689IWVISHARES TR$3.9M0.62%12,526CommonSOLE
92204A306VDEVANGUARD WORLD FD$3.8M0.61%30,080CommonSOLE
464287598IWDISHARES TR$3.6M0.58%20,832CommonSOLE
594918104MSFTMICROSOFT CORP$3.0M0.49%6,797CommonSOLE
464287119ILCGISHARES TR$2.9M0.47%35,950CommonSOLE
78464A763SDYSPDR SER TR$2.8M0.45%22,280CommonSOLE
922908652VXFVANGUARD INDEX FDS$2.7M0.43%15,958CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$2.7M0.43%35,041CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$2.5M0.40%18,145CommonSOLE
78464A870XBISPDR SER TR$2.5M0.39%26,480CommonSOLE
464287523SOXXISHARES TR$2.2M0.35%8,955CommonSOLE
02079K305GOOGLALPHABET INC$2.2M0.35%12,055CommonSOLE
11135F101AVGOBROADCOM INC$2.2M0.35%1,353CommonSOLE
922908744VTVVANGUARD INDEX FDS$2.1M0.34%13,300CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$2.1M0.33%17,800CommonSOLE
46431W853COMTISHARES U S ETF TR$2.0M0.32%73,380CommonSOLE
922908629VOVANGUARD INDEX FDS$2.0M0.31%8,109CommonSOLE
464287804IJRISHARES TR$1.7M0.27%15,879CommonSOLE
464287556IBBISHARES TR$1.7M0.27%12,245CommonSOLE
922908637VVVANGUARD INDEX FDS$1.6M0.26%6,520CommonSOLE
006212104ADXADAMS DIVERSIFIED EQUITY FD$1.6M0.25%73,325CommonSOLE
92919F103VOXRVOX ROYALTY CORP$1.5M0.25%558,988CommonSOLE
464287861IEVISHARES TR$1.5M0.24%27,906CommonSOLE
46434G863ESGEISHARES INC$1.5M0.23%43,561CommonSOLE
09247X101BLKCHFBLACKROCK INC$1.5M0.23%1,850CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.3M0.21%17,299CommonSOLE
369604301GEGE AEROSPACE$1.3M0.21%8,077CommonSOLE
78463X400GXCSPDR INDEX SHS FDS$1.2M0.20%18,111CommonSOLE
922908751VBVANGUARD INDEX FDS$1.2M0.19%5,597CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.2M0.19%7,000CommonSOLE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$1.2M0.19%53,845CommonSOLE
78464A508SPYVSPDR SER TR$1.2M0.19%23,971CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.1M0.18%9,883CommonSOLE
37946R109GLPGLOBAL PARTNERS LP$1.0M0.16%22,000CommonSOLE
464287234EEMISHARES TR$981,1700.16%23,038CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$973,4700.16%37,000CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$900,4620.14%4,452CommonSOLE
58155Q103MCKMCKESSON CORP$876,0600.14%1,500CommonSOLE
92189F106GDXVANECK ETF TRUST$850,5230.14%25,067CommonSOLE
02079K107GOOGALPHABET INC$828,1410.13%4,515CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$814,5970.13%11,208CommonSOLE
75513E101RTXRTX CORPORATION$808,1400.13%8,050CommonSOLE
63945M107NBBKNB BANCORP INC$771,5530.12%51,164CommonSOLE
921910733ESGVVANGUARD WORLD FD$757,6190.12%7,841CommonSOLE
78464A847SPMDSPDR SER TR$738,7200.12%14,400CommonSOLE
74347X849TBFPROSHARES TR$693,2080.11%29,200CommonSOLE
67066G104NVDANVIDIA CORPORATION$659,7040.11%5,340CommonSOLE
37954Y343MLPAGLOBAL X FDS$649,1240.10%13,384CommonSOLE
78463X756EWXSPDR INDEX SHS FDS$637,1200.10%11,000CommonSOLE
780915104RMTROYCE MICRO-CAP TR INC$571,2600.09%62,161CommonSOLE
46090A887GSYPOWERSHARES ACTIVELY MANAGED$547,9020.09%10,980CommonSOLE
92189F817VNMVANECK ETF TRUST$519,9090.08%42,721CommonSOLE
532457108LLYELI LILLY & CO$514,2560.08%568CommonSOLE
742718109PGPROCTER AND GAMBLE CO$505,5840.08%3,066CommonSOLE
060505104BACBANK AMERICA CORP$498,0790.08%12,524CommonSOLE
95766R104WIWWESTERN AST INFL LKD OPP & I$491,0950.08%57,708CommonSOLE
31609A503FMDEFIDELITY COVINGTON TRUST$487,2920.08%16,546CommonSOLE
00548F105PEOADAM NAT RES FD INC$484,0990.08%20,504CommonSOLE
023135106AMZNAMAZON COM INC$460,9010.07%2,385CommonSOLE
921910725VSGXVANGUARD WORLD FD$456,5770.07%7,972CommonSOLE
36828A101GEVGE VERNOVA INC$431,8620.07%2,518CommonSOLE
78468R549XESSPDR SER TR$417,4560.07%4,595CommonSOLE
172967424CCITIGROUP INC$412,9980.07%6,508CommonSOLE
46435U549EAGGISHARES TR$400,3800.06%8,590CommonSOLE
595112103MUMICRON TECHNOLOGY INC$399,8510.06%3,040CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$383,1890.06%10,039CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$374,0870.06%4,964CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$352,5880.06%4,525CommonSOLE
641876800NEW AMER HIGH INCOME FD INC$352,2720.06%48,059CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$351,2000.06%8,516CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$345,4930.06%7,099CommonSOLE
74347B581SPXEPROSHARES TR$339,2130.05%5,800CommonSOLE
922908611VBRVANGUARD INDEX FDS$337,6620.05%1,850CommonSOLE
97717X669DGRWWISDOMTREE TR$337,1760.05%4,320CommonSOLE
00206R102TAT&T INC$335,0940.05%17,535CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$329,8270.05%2,781CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$329,4910.05%647CommonSOLE
746922103PMOPUTNAM MUN OPPORTUNITIES TR$321,0760.05%31,294CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$300,3170.05%1,545CommonSOLE
921946810VIGIVANGUARD WHITEHALL FDS$296,6720.05%3,650CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$296,5570.05%729CommonSOLE
87901J105TGNATEGNA INC$279,5530.04%20,054CommonSOLE
895436103TYTRI CONTL CORP$278,7300.04%9,000CommonSOLE
816212302RNACCARTESIAN THERAPEUTICS INC$270,1000.04%10,000CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$264,1260.04%1,253CommonSOLE
38748T103PLTMGRANITESHARES PLATINUM TR$251,3860.04%26,000CommonSOLE
949746101WMT2WELLS FARGO CO NEW$240,3510.04%4,047CommonSOLE
931142103WMTWALMART INC$238,5480.04%3,523CommonSOLE
78468R721TFISPDR SER TR$237,2600.04%5,186CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$236,1280.04%3,536CommonSOLE
00287Y109ABBVABBVIE INC$234,4680.04%1,367CommonSOLE
30303M102METAMETA PLATFORMS INC$218,6260.03%434CommonSOLE
45168D104IDXXIDEXX LABS INC$214,3680.03%440CommonSOLE
55955D100MGNIMAGNITE INC$202,8980.03%15,267CommonSOLE
27828S101ETGEATON VANCE TX ADV GLBL DIV$200,3370.03%10,765CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.