Twin Peaks Wealth Advisors, LLC Purchases in Q2 2025

Twin Peaks Wealth Advisors, LLC

  • $309 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ROP
Roper Technologies Inc

Industrials
32
New
$519.19 - $590.78 $16.6K - $18.9K
32 $16.6M
APAM
Artisan Partners Asset Management Inc.

Financial Services
347
New
$33.85 - $44.55 $11.7K - $15.5K
347 $16.5M
SNEX
Stone X Group Inc.

Financial Services
178
New
$69.59 - $94.15 $12.4K - $16.8K
178 $16.5M
SCHP
Schwab Strategic Us Tips ETF

ETFs
617
New
$26.18 - $26.93 $16.2K - $16.6K
617 $16.5M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
267
New
$58.52 - $71.7 $15.6K - $19.1K
267 $16.4M
GWW
W.W. Grainger, Inc.

Industrials
17
New
$919.93 - $1101.66 $15.6K - $18.7K
17 $16.3M
MFG
Mizuho Financial Group Inc

Financial Services
2.54K
New
$4.25 - $5.66 $10.8K - $14.4K
2.54K $16.3M
IRM
Iron Mountain Inc

Real Estate
177
New
$76.93 - $105.25 $13.6K - $18.6K
177 $16.3M
BMO
Bank Of Montreal

Financial Services
144
New
$87.54 - $110.63 $12.6K - $15.9K
144 $16.3M
CHK
Chesapeake Energy Corp

Energy
170
New
N/A
170 $16.3M
ROST
Ross Stores, Inc.

Consumer Cyclical
110
New
$126.62 - $154.26 $13.9K - $17K
110 $16.3M
NBIX
Neurocrine Biosciences Inc

Healthcare
126
New
$87.54 - $128.18 $11K - $16.2K
126 $16.2M
BEN
Franklin Resources Inc

Financial Services
632
New
$16.66 - $23.85 $10.5K - $15.1K
632 $16.2M
TRGP
Targa Resources Corp.

Energy
96
New
$157.32 - $205.72 $15.1K - $19.7K
96 $16.2M
BRO
Brown & Brown, Inc.

Financial Services
171
New
$104.48 - $124.43 $17.9K - $21.3K
171 $16.2M
FNV
Franco Nevada Corp

Basic Materials
91
New
$143.04 - $178.17 $13K - $16.2K
91 $16.2M
NVT
N Vent Electric PLC

Industrials
176
New
$45.2 - $73.35 $7.96K - $12.9K
176 $16.2M
PCAR
Paccar Inc

Industrials
163
New
$86.4 - $99.09 $14.1K - $16.2K
163 $16.1M
ZWS
Zurn Water Solutions Corp

Industrials
356
New
$28.5 - $37.54 $10.1K - $13.4K
356 $16.1M
TROW
Price T Rowe Group Inc

Financial Services
149
New
$80.27 - $98.06 $12K - $14.6K
149 $16M
FNX
First Tr Mid Cap Core Alphadex

ETFs
134
New
$94.92 - $114.85 $12.7K - $15.4K
134 $16M
A
Agilent Technologies, Inc.

Healthcare
136
New
$99.29 - $120.52 $13.5K - $16.4K
136 $16M
NOV
Nov Inc.

Energy
1.32K
New
$11.11 - $15.41 $14.6K - $20.3K
1.32K $16M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
148
New
$107.83 - $119.94 $16K - $17.8K
148 $16M
TGT
Target Corp

Consumer Defensive
150
New
$88.76 - $105.77 $13.3K - $15.9K
150 $15.9M
ILMN
Illumina, Inc.

Healthcare
164
New
$70.3 - $95.41 $11.5K - $15.6K
164 $15.9M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
267
New
$48.22 - $60.41 $12.9K - $16.1K
267 $15.9M
STAG
Stag Industrial, Inc.

Real Estate
458
New
$30.08 - $37.02 $13.8K - $17K
458 $15.9M
HMC
Honda Motor CO LTD

Consumer Cyclical
474
New
$25.0 - $30.93 $11.9K - $14.7K
474 $15.9M
SXT
Sensient Technologies Corp

Basic Materials
134
New
$68.75 - $98.6 $9.21K - $13.2K
134 $15.9M
BWAY
Brainsway Ltd.

Healthcare
1.3K
New
$7.86 - $13.15 $10.2K - $17.1K
1.3K $15.8M
NTES
Net Ease, Inc.

Communication Services
121
New
$91.37 - $134.58 $11.1K - $16.3K
121 $15.8M
URBN
Urban Outfitters Inc

Consumer Cyclical
202
New
$43.24 - $75.26 $8.73K - $15.2K
202 $15.8M
NMIH
Nmi Holdings, Inc.

Financial Services
396
New
$32.79 - $42.24 $13K - $16.7K
396 $15.7M
IBB
Ishares Biotechnology ETF

ETFs
117
New
$112.02 - $129.0 $13.1K - $15.1K
117 $15.7M
ALC
Alcon Inc

Healthcare
182
New
$82.88 - $98.3 $15.1K - $17.9K
182 $15.7M
CASY
Caseys General Stores Inc

Consumer Cyclical
30
New
$415.82 - $510.91 $12.5K - $15.3K
30 $15.6M
TTMI
Ttm Technologies Inc

Technology
334
New
$17.57 - $40.82 $5.87K - $13.6K
334 $15.6M
MTH
Meritage Homes Corp

Consumer Cyclical
208
New
$62.44 - $71.44 $13K - $14.9K
208 $15.5M
RDN
Radian Group Inc

Financial Services
447
New
$30.48 - $36.53 $13.6K - $16.3K
447 $15.5M
PII
Polaris Inc.

Consumer Cyclical
280
New
$31.97 - $42.61 $8.95K - $11.9K
280 $15.5M
GLD
Spdr Gold Trust

ETFs
50
New
$273.71 - $316.29 $13.7K - $15.8K
50 $15.4M
SQ
Block, Inc.

Technology
207
New
N/A
207 $15.4M
VONV
Vanguard Russell 1000 Value Et

ETFs
178
New
$73.19 - $85.21 $13K - $15.2K
178 $15.4M
PIZ
Invesco Exchange Traded Fd Tr
332
New
N/A
332 $15.4M
THC
Tenet Healthcare Corp

Healthcare
90
New
$110.41 - $176.0 $9.94K - $15.8K
90 $15.3M
JBT
John Bean Technologies Corp

Industrials
108
New
N/A
108 $15.2M
PJT
Pjt Partners Inc.

Financial Services
83
New
$125.44 - $166.41 $10.4K - $13.8K
83 $15.2M
HPE
Hewlett Packard Enterprise CO

Technology
710
New
$12.51 - $20.45 $8.88K - $14.5K
710 $15.1M
Activity Summary
Buys All Purchases 2206 New Holdings 2134 Increased Positions 72 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Twin Peaks Wealth Advisors, LLC Portfolio

Follow Twin Peaks Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Twin Peaks Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email