The Analysis of TWIN FOCUS CAPITAL PARTNERS, LLC's Holdings
Currently, TWIN FOCUS CAPITAL PARTNERS, LLC holds 180 types of securities in its portfolio with a total value $867.7M. In the most recent quarter, they have increased their positions in AMZN (+36.4K shares, valued at $8.4M), N/A (+17.7K shares, valued at $5.5M), SPY (+8.1K shares, valued at $5.5M); decreased their positions in VTI (-8.2K shares, valued at $2.8M), VSS (-12.3K shares, valued at $1.8M), KVYO (-48.2K shares, valued at $1.6M); initiated new positions in MRNA (+185.5K shares, valued at $5.5M), N/A (+47.7K shares, valued at $3.1M), OWL (+62.5K shares, valued at $934.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IEFA ISHARES TR1.0M shares2.15%2025-12-312026-02-17
VTI VANGUARD INDEX FDS224.5K shares-3.54%2025-12-312026-02-17 DELL DELL TECHNOLOGIES INC228.0K shares0.00%2025-12-312026-02-17 GLD SPDR GOLD TR68.3K shares-0.86%2025-12-312026-02-17 ITOT ISHARES TR163.8K shares5.20%2025-12-312026-02-17 SPYG SPDR SERIES TRUST220.9K shares-4.84%2025-12-312026-02-17 SPY SPDR S&P 500 ETF TR34.5K shares30.68%2025-12-312026-02-17 IVW ISHARES TR156.2K shares33.53%2025-12-312026-02-17 VTIP VANGUARD MALVERN FDS357.9K shares10.19%2025-12-312026-02-17 AGG ISHARES TR159.8K shares17.45%2025-12-312026-02-17 IWB ISHARES TR41.2K shares0.71%2025-12-312026-02-17 JAAA JANUS DETROIT STR TR290.2K shares0.05%2025-12-312026-02-17 TIP ISHARES TR113.6K shares5.77%2025-12-312026-02-17 KVYO KLAVIYO INC364.7K shares-11.67%2025-12-312026-02-17 VWO VANGUARD INTL EQUITY INDEX F203.4K shares0.03%2025-12-312026-02-17 IEMG ISHARES INC156.8K shares12.98%2025-12-312026-02-17 BKGI BNY MELLON ETF TRUST256.0K shares0.00%2025-12-312026-02-17 VIG VANGUARD SPECIALIZED FUNDS45.0K shares1.67%2025-12-312026-02-17 ESGV VANGUARD WORLD FD81.4K shares9.84%2025-12-312026-02-17 AMZN AMAZON COM INC41.8K shares669.05%2025-12-312026-02-17 IWS ISHARES TR68.4K shares-0.03%2025-12-312026-02-17 XLU SELECT SECTOR SPDR TR221.2K shares102.48%2025-12-312026-02-17 IVV ISHARES TR13.4K shares-1.08%2025-12-312026-02-17 ALPHABET INC ALPHABET INC28.9K shares158.05%2025-12-312026-02-17 AAPL APPLE INC32.5K shares-3.77%2025-12-312026-02-17 VEA VANGUARD TAX-MANAGED FDS140.1K shares5.03%2025-12-312026-02-17 VEU VANGUARD INTL EQUITY INDEX F105.4K shares0.01%2025-12-312026-02-17 IVE ISHARES TR35.3K shares140.13%2025-12-312026-02-17 VUG VANGUARD INDEX FDS15.0K shares-2.60%2025-12-312026-02-17 VOE VANGUARD INDEX FDS40.4K shares3.30%2025-12-312026-02-17 VT VANGUARD INTL EQUITY INDEX F47.8K shares1.59%2025-12-312026-02-17 IJH ISHARES TR98.4K shares0.84%2025-12-312026-02-17 VSGX VANGUARD WORLD FD88.1K shares24.40%2025-12-312026-02-17 CGEM CULLINAN THERAPEUTICS INC595.5K shares0.00%2025-12-312026-02-17 IWR ISHARES TR60.0K shares-0.08%2025-12-312026-02-17 MRNA MODERNA INC185.5K sharesnew addition2025-12-312026-02-17 XLV SELECT SECTOR SPDR TR32.5K shares6.75%2025-12-312026-02-17 EWJ ISHARES INC58.4K shares295.61%2025-12-312026-02-17 XLK SELECT SECTOR SPDR TR31.8K shares100.55%2025-12-312026-02-17 VXUS VANGUARD STAR FDS59.7K shares-2.33%2025-12-312026-02-17 VV VANGUARD INDEX FDS14.0K shares0.00%2025-12-312026-02-17 IWV ISHARES TR11.3K shares-0.94%2025-12-312026-02-17 EEM ISHARES TR79.1K shares0.00%2025-12-312026-02-17 VDE VANGUARD WORLD FD33.0K shares0.00%2025-12-312026-02-17 VSS VANGUARD INTL EQUITY INDEX F28.5K shares-30.10%2025-12-312026-02-17 VTV VANGUARD INDEX FDS20.2K shares0.00%2025-12-312026-02-17 ILCG ISHARES TR35.6K shares1.22%2025-12-312026-02-17 IWD ISHARES TR15.9K shares0.00%2025-12-312026-02-17 IWM ISHARES TR13.3K shares-0.78%2025-12-312026-02-17 VXF VANGUARD INDEX FDS15.5K shares9.89%2025-12-312026-02-17 SDY SPDR SERIES TRUST21.3K shares-9.38%2025-12-312026-02-17 DIA SPDR DOW JONES INDL AVERAGE6.1K shares0.00%2025-12-312026-02-17 MSFT MICROSOFT CORP5.7K shares-12.84%2025-12-312026-02-17 HGER HARBOR ETF TRUST106.8K shares92.51%2025-12-312026-02-17 VOXR VOX ROYALTY CORP559.0K shares0.00%2025-12-312026-02-17 CEF SPROTT ASSET MANAGEMENT LP53.8K shares0.00%2025-12-312026-02-17 EZU ISHARES INC37.8K shares138.92%2025-12-312026-02-17 BROADCOM INC BROADCOM INC7.0K shares0.00%2025-12-312026-02-17 IJR ISHARES TR19.0K shares-0.45%2025-12-312026-02-17 XLP SELECT SECTOR SPDR TR28.1K shares2.49%2025-12-312026-02-17 IEV ISHARES TR28.9K shares1.10%2025-12-312026-02-17 VCIT VANGUARD SCOTTSDALE FDS23.5K shares312.18%2025-12-312026-02-17 ICE INTERCONTINENTAL EXCHANGE IN11.6K shares-35.55%2025-12-312026-02-17 SOXX ISHARES TR6.2K shares2.56%2025-12-312026-02-17 VCSH VANGUARD SCOTTSDALE FDS23.0K shares19.18%2025-12-312026-02-17 SPYV SPDR SERIES TRUST31.6K shares3.60%2025-12-312026-02-17 VYM VANGUARD WHITEHALL FDS12.4K shares0.00%2025-12-312026-02-17 PAVE GLOBAL X FDS34.9K shares114.10%2025-12-312026-02-17 XBI SPDR SERIES TRUST12.9K shares9.32%2025-12-312026-02-17 ESGE ISHARES INC32.6K shares0.05%2025-12-312026-02-17 VO VANGUARD INDEX FDS5.0K shares-0.22%2025-12-312026-02-17 IEI ISHARES TR12.0K shares-4.93%2025-12-312026-02-17 AIQ GLOBAL X FDS27.9K shares3.72%2025-12-312026-02-17 SATS ECHOSTAR CORP13.0K shares0.00%2025-12-312026-02-17 IWP ISHARES TR10.1K shares121.90%2025-12-312026-02-17 ASHR DBX ETF TR37.2K shares99.25%2025-12-312026-02-17 VOYA VOYA FINANCIAL INC15.5K shares77.50%2025-12-312026-02-17 XOM EXXON MOBIL CORP9.2K shares0.00%2025-12-312026-02-17 GLW CORNING INC12.5K shares0.00%2025-12-312026-02-17 JPM JPMORGAN CHASE & CO.3.3K shares-22.24%2025-12-312026-02-17 HUBS HUBSPOT INC2.7K shares0.00%2025-12-312026-02-17 NVDA NVIDIA CORPORATION5.5K shares-33.03%2025-12-312026-02-17 RTX RTX CORPORATION5.5K shares1.23%2025-12-312026-02-17 XLI SELECT SECTOR SPDR TR6.3K shares30.10%2025-12-312026-02-17 UBER UBER TECHNOLOGIES INC11.7K shares0.00%2025-12-312026-02-17 ADX ADAMS DIVERSIFIED EQUITY FD40.2K shares0.00%2025-12-312026-02-17 SPYM SPDR SERIES TRUST11.7K shares47.69%2025-12-312026-02-17 OWL BLUE OWL CAPITAL INC62.5K sharesnew addition2025-12-312026-02-17 TROW PRICE T ROWE GROUP INC9.0K shares0.00%2025-12-312026-02-17 CRWD CROWDSTRIKE HLDGS INC1.9K shares0.00%2025-12-312026-02-17 IUSG ISHARES TR5.3K shares0.00%2025-12-312026-02-17 IWF ISHARES TR1.8K sharesnew addition2025-12-312026-02-17 VB VANGUARD INDEX FDS3.3K shares-11.42%2025-12-312026-02-17 VNM VANECK ETF TRUST42.8K shares0.09%2025-12-312026-02-17 STEW SRH TOTAL RETURN FUND INC43.5K shares0.00%2025-12-312026-02-17 IWO ISHARES TR2.4K sharesnew addition2025-12-312026-02-17 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-17 WIW WESTERN AST INFL LKD OPP & I83.4K shares15.91%2025-12-312026-02-17 HODL VANECK BITCOIN ETF28.9K shares-9.40%2025-12-312026-02-17 SPMD SPDR SERIES TRUST12.2K shares0.00%2025-12-312026-02-17 CART MAPLEBEAR INC15.7K shares0.00%2025-12-312026-02-17 GDX VANECK ETF TRUST8.2K shares-8.87%2025-12-312026-02-17 VGT VANGUARD WORLD FD870 sharesnew addition2025-12-312026-02-17 URA GLOBAL X FDS15.3K shares0.00%2025-12-312026-02-17 RMT ROYCE MICRO-CAP TR INC62.2K shares0.00%2025-12-312026-02-17 UNH UNITEDHEALTH GROUP INC2.0K shares1.40%2025-12-312026-02-17 INDA ISHARES TR11.9K shares-18.13%2025-12-312026-02-17 BAC BANK AMERICA CORP11.4K shares4.11%2025-12-312026-02-17 NLR VANECK ETF TRUST5.0K shares0.00%2025-12-312026-02-17 EFV ISHARES TR8.6K shares-18.91%2025-12-312026-02-17 FMDE FIDELITY COVINGTON TRUST16.5K shares0.00%2025-12-312026-02-17 MLPA GLOBAL X FDS12.4K shares-7.47%2025-12-312026-02-17 PLTM GRANITESHARES PLATINUM TR30.0K shares0.00%2025-12-312026-02-17 SCZ ISHARES TR7.3K shares0.00%2025-12-312026-02-17 MCHI ISHARES TR9.3K shares0.00%2025-12-312026-02-17 GSY INVESCO ACTIVELY MANAGED EXC11.0K shares0.00%2025-12-312026-02-17 IEF ISHARES TR5.7K shares95.73%2025-12-312026-02-17 EFA ISHARES TR5.6K shares9.99%2025-12-312026-02-17 VNQ VANGUARD INDEX FDS6.0K shares0.00%2025-12-312026-02-17 FIS FIDELITY NATL INFORMATION SV7.8K shares1.21%2025-12-312026-02-17 IBB ISHARES TR3.1K shares0.00%2025-12-312026-02-17 ALPHABET INC ALPHABET INC1.6K shares-41.65%2025-12-312026-02-17 IUSB ISHARES TR10.9K shares0.00%2025-12-312026-02-17 IYY ISHARES TR3.0K shares0.00%2025-12-312026-02-17 MUB ISHARES TR4.6K shares0.00%2025-12-312026-02-17 T AT&T INC19.5K shares0.00%2025-12-312026-02-17 EWY ISHARES INC5.0K shares0.00%2025-12-312026-02-17 EWG ISHARES INC10.7K shares0.00%2025-12-312026-02-17 PPLT ABRDN PLATINUM ETF TRUST2.4K shares0.00%2025-12-312026-02-17 SPAB SPDR SERIES TRUST16.8K shares111.68%2025-12-312026-02-17 SPXE PROSHARES TR5.8K shares0.00%2025-12-312026-02-17 MU MICRON TECHNOLOGY INC1.5K shares-40.00%2025-12-312026-02-17 SPDW SPDR INDEX SHS FDS9.6K shares99.38%2025-12-312026-02-17 INTC INTEL CORP11.4K shares-0.44%2025-12-312026-02-17 SLV ISHARES SILVER TR6.5K shares0.00%2025-12-312026-02-17 PG PROCTER AND GAMBLE CO2.9K shares2.67%2025-12-312026-02-17 TY TRI CONTL CORP12.6K shares0.00%2025-12-312026-02-17 WMT WALMART INC3.6K shares2.87%2025-12-312026-02-17 WFC WELLS FARGO CO NEW4.3K shares6.89%2025-12-312026-02-17 VBR VANGUARD INDEX FDS1.9K shares-33.02%2025-12-312026-02-17 ASA ASA GOLD AND PRECIOUS MTLS L6.5K shares0.00%2025-12-312026-02-17 LLY ELI LILLY & CO359 shares-7.24%2025-12-312026-02-17 GEHC GE HEALTHCARE TECHNOLOGIES I4.6K shares0.00%2025-12-312026-02-17 EMQQ EXCHANGE TRADED CONCEPTS TRU9.2K shares8.43%2025-12-312026-02-17 VZ VERIZON COMMUNICATIONS INC8.7K shares1.38%2025-12-312026-02-17 PMO PUTNAM MUN OPPORTUNITIES TR31.3K shares0.00%2025-12-312026-02-17 VIGI VANGUARD WHITEHALL FDS3.6K shares0.00%2025-12-312026-02-17 DGRW WISDOMTREE TR3.5K shares0.00%2025-12-312026-02-17 XLF SELECT SECTOR SPDR TR5.5K sharesnew addition2025-12-312026-02-17 XYZ BLOCK INC4.6K shares0.00%2025-12-312026-02-17 PRU PRUDENTIAL FINL INC2.6K shares0.00%2025-12-312026-02-17 IDXX IDEXX LABS INC440 shares0.00%2025-12-312026-02-17 CLOA BLACKROCK ETF TRUST II5.8K shares0.00%2025-12-312026-02-17 EFG ISHARES TR2.6K shares-4.46%2025-12-312026-02-17 SPTM SPDR SERIES TRUST3.2K shares0.00%2025-12-312026-02-17 VGK VANGUARD INTL EQUITY INDEX F3.1K shares0.94%2025-12-312026-02-17 ABBV ABBVIE INC1.1K shares5.56%2025-12-312026-02-17 BTT BLACKROCK MUN TARGET TERM TR10.8K shares0.00%2025-12-312026-02-17 SPTI SPDR SERIES TRUST8.5K shares0.00%2025-12-312026-02-17 EMXC ISHARES INC3.3K shares0.00%2025-12-312026-02-17 MMC MARSH & MCLENNAN COS INC1.3K shares0.00%2025-12-312026-02-17 IQLT ISHARES TR4.9K shares0.00%2025-12-312026-02-17 ACWI ISHARES TR1.5K shares0.00%2025-12-312026-02-17 XLY SELECT SECTOR SPDR TR1.8K sharesnew addition2025-12-312026-02-17 MS MORGAN STANLEY1.2K sharesnew addition2025-12-312026-02-17 ACWX ISHARES TR3.1K sharesnew addition2025-12-312026-02-17 BNDX VANGUARD CHARLOTTE FDS4.3K shares1.93%2025-12-312026-02-17 EAGG ISHARES TR4.2K shares0.00%2025-12-312026-02-17 KCCA KRANESHARES TRUST10.6K shares0.00%2025-12-312026-02-17 PMM PUTNAM MANAGED MUN INCOME TR24.0K shares0.00%2025-12-312026-02-17 RNAC CARTESIAN THERAPEUTICS INC19.5K shares0.00%2025-12-312026-02-17 IHD VOYA EMERGING MKTS HIGH DIVI12.0K shares0.00%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available