Chief Operating Officer / Chief Compliance Officer

0001606587-20-000244.txt : 20200210 0001606587-20-000244.hdr.sgml : 20200210 20200210130842 ACCESSION NUMBER: 0001606587-20-000244 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200210 DATE AS OF CHANGE: 20200210 EFFECTIVENESS DATE: 20200210 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Blue Fin Capital, Inc. CENTRAL INDEX KEY: 0001576102 IRS NUMBER: 050489408 STATE OF INCORPORATION: RI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15760 FILM NUMBER: 20590947 BUSINESS ADDRESS: STREET 1: 91 MAIN STREET STREET 2: SUITE 118 CITY: WARREN STATE: RI ZIP: 02885 BUSINESS PHONE: 401-454-0772 MAIL ADDRESS: STREET 1: 91 MAIN STREET STREET 2: SUITE 118 CITY: WARREN STATE: RI ZIP: 02885 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001576102 XXXXXXXX 12-31-2019 12-31-2019 false Blue Fin Capital, Inc.

91 Main Street Suite 118 Warren RI 02885

13F HOLDINGS REPORT 028-15760 N Gregory Moran Hyman Chief Operating Officer / Chief Compliance Officer 401-454-0772 Gregory Moran Hyman Warren RI 01-28-2020 0 128 212238 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AMAZON COM INC COM COM 023135106 9299 5037 SH SOLE NONE 5037 0 0 ALEXANDRIA REAL ESTATE EQ INC COM COM 015271109 272 1687 SH SOLE NONE 1687 0 0 INVESCO QQQ TRUST UNIT SER 1 46090E103 879 4138 SH SOLE NONE 4138 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND TECHNOLOGY 81369Y803 476 5194 SH SOLE NONE 5194 0 0 STARBUCKS CORP COM COM 855244109 217 2468 SH SOLE NONE 2468 0 0 JOHNSON & JOHNSON COM COM 478160104 2713 18617 SH SOLE NONE 18617 0 0 ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN UNIT LTD PARTN 01881G106 1119 36990 SH SOLE NONE 36990 0 0 COSTCO WHSL CORP NEW COM COM 22160K105 223 760 SH SOLE NONE 760 0 0 ISHARES MSCI EMERGING MARKETS ETF MSCI EMG MKT ETF 464287234 3833 85648 SH SOLE NONE 85648 0 0 YUM BRANDS INC COM COM 988498101 366 3636 SH SOLE NONE 3636 0 0 BOSTON SCIENTIFIC CORP COM COM 101137107 322 7162 SH SOLE NONE 7162 0 0 PROCTER & GAMBLE CO COM COM 742718109 1716 13749 SH SOLE NONE 13749 0 0 COCA COLA CO COM COM 191216100 1208 21856 SH SOLE NONE 21856 0 0 ENTERPRISE PRODS PARTNERS L P COM COM 293792107 202 7207 SH SOLE NONE 7207 0 0 INTEL CORP COM COM 458140100 656 10973 SH SOLE NONE 10973 0 0 STATE STR CORP COM COM 857477103 300 3800 SH SOLE NONE 3800 0 0 MEDTRONIC PLC SHS SHS G5960L103 418 3693 SH SOLE NONE 3693 0 0 NETFLIX INC COM COM 64110L106 794 2465 SH SOLE NONE 2465 0 0 SPDR DOW JONES INDUSTRIAL AVERAGE ETF UT SER 1 78467X109 437 1536 SH SOLE NONE 1536 0 0 MERCK & CO INC COM COM 58933Y105 2648 29141 SH SOLE NONE 29141 0 0 SPDR S&P 500 ETF TR UNIT 78462F103 2339 7270 SH SOLE NONE 7270 0 0 BLINK CHARGING CO COM COM 09354A100 1265 1265317 SH SOLE NONE 1265317 0 0 MASTERCARD INC CL A CL A 57636Q104 7165 24028 SH SOLE NONE 24028 0 0 EMERSON ELEC CO COM COM 291011104 262 3440 SH SOLE NONE 3440 0 0 YUM CHINA HLDGS INC COM COM 98850P109 209 4397 SH SOLE NONE 4397 0 0 ISHARES TIPS BOND ETF TIPS BD ETF 464287176 1157 9931 SH SOLE NONE 9931 0 0 ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND MSCI AC ASIA ETF 464288182 202 2750 SH SOLE NONE 2750 0 0 ISHARES GLOBAL HEALTHCARE ETF GLOB HLTHCRE ETF 464287325 259 3780 SH SOLE NONE 3780 0 0 VERIZON COMMUNICATIONS INC COM COM 92343V104 644 10503 SH SOLE NONE 10503 0 0 PEPSICO INC COM COM 713448108 1138 8329 SH SOLE NONE 8329 0 0 HONEYWELL INTL INC COM COM 438516106 376 2138 SH SOLE NONE 2138 0 0 HOME DEPOT INC COM COM 437076102 1239 5674 SH SOLE NONE 5674 0 0 BAXTER INTL INC COM COM 071813109 216 2586 SH SOLE NONE 2586 0 0 AUTOMATIC DATA PROCESSING INC COM COM 053015103 1016 5963 SH SOLE NONE 5963 0 0 SPDR GOLD SHARES GOLD SHS 78463V107 3601 25207 SH SOLE NONE 25207 0 0 SOUTHERN CO COM COM 842587107 975 15324 SH SOLE NONE 15324 0 0 COGNEX CORP COM COM 192422103 300 5362 SH SOLE NONE 5362 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 3879 17151 SH SOLE NONE 17151 0 0 ADOBE INC COM COM 00724F101 1239 3764 SH SOLE NONE 3764 0 0 WEYERHAEUSER CO COM COM 962166104 552 18324 SH SOLE NONE 18324 0 0 ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 5840 4366 SH SOLE NONE 4366 0 0 MICROSOFT CORP COM COM 594918104 11398 72375 SH SOLE NONE 72375 0 0 CVS HEALTH CORP COM COM 126650100 1601 21617 SH SOLE NONE 21617 0 0 TEXTRON INC COM COM 883203101 297 6652 SH SOLE NONE 6652 0 0 BOEING CO COM COM 097023105 1427 4374 SH SOLE NONE 4374 0 0 NEXTERA ENERGY INC COM COM 65339F101 2316 9571 SH SOLE NONE 9571 0 0 BOSTON PROPERTIES INC COM COM 101121101 773 5613 SH SOLE NONE 5613 0 0 PUBLIC STORAGE COM COM 74460D109 495 2304 SH SOLE NONE 2304 0 0 BROOKFIELD ASSET MGMT INC CL A LTD VT SH CL A LTD VT SH 112585104 2863 49569 SH SOLE NONE 49569 0 0 WELLTOWER INC COM COM 95040Q104 352 4309 SH SOLE NONE 4309 0 0 ILLUMINA INC COM COM 452327109 354 1076 SH SOLE NONE 1076 0 0 LILLY ELI & CO COM COM 532457108 1452 11072 SH SOLE NONE 11072 0 0 INVESCO SENIOR LOAN ETF SR LN ETF 46138G508 1862 81673 SH SOLE NONE 81673 0 0 DUKE ENERGY CORP NEW COM NEW COM NEW 26441C204 472 5172 SH SOLE NONE 5172 0 0 AMERICAN ELEC PWR CO INC COM COM 025537101 334 3541 SH SOLE NONE 3541 0 0 EVERSOURCE ENERGY COM COM 30040W108 538 6331 SH SOLE NONE 6331 0 0 DUNKIN BRANDS GROUP INC COM COM 265504100 384 5086 SH SOLE NONE 5086 0 0 INVESCO FTSE RAFI US 1000 ETF FTSE RAFI 1000 46137V613 723 5707 SH SOLE NONE 5707 0 0 VISA INC COM CL A COM CL A 92826C839 6848 36479 SH SOLE NONE 36479 0 0 L3HARRIS TECHNOLOGIES INC COM COM 502431109 450 2275 SH SOLE NONE 2275 0 0 PHILLIPS 66 COM COM 718546104 301 2706 SH SOLE NONE 2706 0 0 ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF CORE S&P TTL STK 464287150 243 3355 SH SOLE NONE 3355 0 0 FACEBOOK INC CL A CL A 30303M102 6388 31158 SH SOLE NONE 31158 0 0 D R HORTON INC COM COM 23331A109 377 7147 SH SOLE NONE 7147 0 0 MOODYS CORP COM COM 615369105 1089 4606 SH SOLE NONE 4606 0 0 NOVARTIS A G SPONSORED ADR SPONSORED ADR 66987V109 355 3764 SH SOLE NONE 3764 0 0 ISHARES CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 878 13460 SH SOLE NONE 13460 0 0 ACCENTURE PLC IRELAND SHS CLASS A SHS CLASS A G1151C101 809 3846 SH SOLE NONE 3846 0 0 ENBRIDGE INC COM COM 29250N105 870 21981 SH SOLE NONE 21981 0 0 NVIDIA CORP COM COM 67066G104 2461 10475 SH SOLE NONE 10475 0 0 ABBVIE INC COM COM 00287Y109 1229 13934 SH SOLE NONE 13934 0 0 S&P GLOBAL INC COM COM 78409V104 702 2571 SH SOLE NONE 2571 0 0 ISHARES CORE MSCI EMERGING MARKETS ETF CORE MSCI EMKT 46434G103 1158 21546 SH SOLE NONE 21546 0 0 STRYKER CORP COM COM 863667101 1861 8870 SH SOLE NONE 8870 0 0 RAYTHEON CO COM NEW COM NEW 755111507 3126 14254 SH SOLE NONE 14254 0 0 SPDR BLACKSTONE/ GSO SENIOR LOAN ETF BLKSTN GSOSRLN 78467V608 985 21152 SH SOLE NONE 21152 0 0 MCDONALDS CORP COM COM 580135101 1233 6237 SH SOLE NONE 6237 0 0 CISCO SYS INC COM COM 17275R102 1174 24512 SH SOLE NONE 24512 0 0 ISHARES MSCI EMERGING MARKETS ASIA INDEX FUND MSCI EM ASIA ETF 464286426 1360 19255 SH SOLE NONE 19255 0 0 AT&T INC COM COM 00206R102 581 14888 SH SOLE NONE 14888 0 0 ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND NASDAQ BIOTECH 464287556 737 6154 SH SOLE NONE 6154 0 0 GENERAL ELECTRIC CO COM COM 369604103 112 10091 SH SOLE NONE 10091 0 0 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF IBOXX HI YD ETF 464288513 6037 68676 SH SOLE NONE 68676 0 0 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 400 1239 SH SOLE NONE 1239 0 0 ISHARES PREFERRED AND INCOME SECURITIES ETF PFD AND INCM SEC 464288687 5154 137166 SH SOLE NONE 137166 0 0 NORTHROP GRUMMAN CORP COM COM 666807102 1055 3065 SH SOLE NONE 3065 0 0 LOCKHEED MARTIN CORP COM COM 539830109 2233 5737 SH SOLE NONE 5737 0 0 JPMORGAN CHASE & CO COM COM 46625H100 3020 21737 SH SOLE NONE 21737 0 0 CHEVRON CORP NEW COM COM 166764100 1252 10397 SH SOLE NONE 10397 0 0 ISHARES NATIONAL MUNI BOND ETF NATIONAL MUN ETF 464288414 478 4200 SH SOLE NONE 4200 0 0 CONOCOPHILLIPS COM COM 20825C104 403 6223 SH SOLE NONE 6223 0 0 TJX COS INC NEW COM COM 872540109 1506 24670 SH SOLE NONE 24670 0 0 BANK AMER CORP COM COM 060505104 2223 63257 SH SOLE NONE 63257 0 0 SPDR S&P DIVIDEND ETF S&P DIVID ETF 78464A763 1793 16676 SH SOLE NONE 16676 0 0 WALMART INC COM COM 931142103 1485 12498 SH SOLE NONE 12498 0 0 ORACLE CORP COM COM 68389X105 267 5049 SH SOLE NONE 5049 0 0 UNITED TECHNOLOGIES CORP COM COM 913017109 1306 8739 SH SOLE NONE 8739 0 0 PFIZER INC COM COM 717081103 1679 42905 SH SOLE NONE 42905 0 0 3M CO COM COM 88579Y101 278 1579 SH SOLE NONE 1579 0 0 ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 1813 1360 SH SOLE NONE 1360 0 0 AMERICAN EXPRESS CO COM COM 025816109 461 3716 SH SOLE NONE 3716 0 0 AMGEN INC COM COM 031162100 1667 6927 SH SOLE NONE 6927 0 0 INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF EMRNG MKT SVRG 46138E784 542 18332 SH SOLE NONE 18332 0 0 TRANSDIGM GROUP INC COM COM 893641100 271 485 SH SOLE NONE 485 0 0 ISHARES CORE U.S. AGGREGATE BOND ETF CORE US AGGBD ET 464287226 1068 9509 SH SOLE NONE 9509 0 0 ISHARES ASIA 50 ETF ASIA 50 ETF 464288430 1521 23053 SH SOLE NONE 23053 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS SPONSORED ADS 01609W102 1170 5520 SH SOLE NONE 5520 0 0 PHILIP MORRIS INTL INC COM COM 718172109 221 2607 SH SOLE NONE 2607 0 0 SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF BLOOMBERG BRCLYS 78468R622 1360 12416 SH SOLE NONE 12416 0 0 BRISTOL MYERS SQUIBB CO COM COM 110122108 762 11873 SH SOLE NONE 11873 0 0 ISHARES RUSSELL 3000 ETF RUSSELL 3000 ETF 464287689 3414 18114 SH SOLE NONE 18114 0 0 REALTY INCOME CORP COM COM 756109104 715 9705 SH SOLE NONE 9705 0 0 ALTRIA GROUP INC COM COM 02209S103 466 9392 SH SOLE NONE 9392 0 0 DOMINION ENERGY INC COM COM 25746U109 772 9333 SH SOLE NONE 9333 0 0 CITIGROUP INC COM NEW COM NEW 172967424 925 11630 SH SOLE NONE 11630 0 0 ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF JPMORGAN USD EMG 464288281 1871 16338 SH SOLE NONE 16338 0 0 EXXON MOBIL CORP COM COM 30231G102 1503 21559 SH SOLE NONE 21559 0 0 UNITEDHEALTH GROUP INC COM COM 91324P102 3876 13210 SH SOLE NONE 13210 0 0 COLGATE PALMOLIVE CO COM COM 194162103 1270 18445 SH SOLE NONE 18445 0 0 RAYONIER INC COM COM 754907103 368 11266 SH SOLE NONE 11266 0 0 CONFORMIS INC COM COM 20717E101 188 125982 SH SOLE NONE 125982 0 0 PAYPAL HLDGS INC COM COM 70450Y103 2141 19818 SH SOLE NONE 19818 0 0 BLACKROCK INC COM COM 09247X101 2101 4185 SH SOLE NONE 4185 0 0 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 2765 39916 SH SOLE NONE 39916 0 0 APPLE INC COM COM 037833100 18154 61918 SH SOLE NONE 61918 0 0 ABBOTT LABS COM COM 002824100 1594 18382 SH SOLE NONE 18382 0 0 DISNEY WALT CO COM DISNEY COM DISNEY 254687106 1419 9828 SH SOLE NONE 9828 0 0 INVESCO PREFERRED ETF PFD ETF 46138E511 2332 155367 SH SOLE NONE 155367 0 0