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
PPBI
Pacific Premier Bancorp Inc

Financial Services
605
New
$18.35 - $22.87 $11.1K - $13.8K
605 $13.8M
PECO
Phillips Edison & Company, Inc.

Real Estate
407
New
$33.53 - $37.33 $13.6K - $15.2K
407 $13.7M
EFX
Equifax Inc

Industrials
57
New
$205.5 - $280.54 $11.7K - $16K
57 $13.7M
Core Natural Resources Inc Com Shs
179
New
N/A
179 $13.7M
FFIV
F5, Inc.

Technology
42
New
$239.25 - $295.9 $10K - $12.4K
42 $13.7M
EPR
Epr Properties

Real Estate
257
New
$43.53 - $59.11 $11.2K - $15.2K
257 $13.7M
AVDV
American Centy ETF Tr Avantis

ETFs
162
New
$61.76 - $79.32 $10K - $12.8K
162 $13.6M
GBF
Ishares Tr

ETFs
130
New
$101.99 - $104.66 $13.3K - $13.6K
130 $13.5M
EXTR
Extreme Networks Inc

Technology
645
New
$10.84 - $17.97 $6.99K - $11.6K
645 $13.4M
MANH
Manhattan Associates Inc

Technology
63
New
$143.9 - $197.47 $9.07K - $12.4K
63 $13.4M
UNF
Unifirst Corp

Industrials
76
New
$161.86 - $189.64 $12.3K - $14.4K
76 $13.3M
LECO
Lincoln Electric Holdings Inc

Industrials
55
New
$167.18 - $211.38 $9.19K - $11.6K
55 $13.3M
Pgim Jennison Focused Mid Cap ETF
223
New
N/A
223 $13.3M
HBAN
Huntington Bancshares Inc

Financial Services
807
New
$12.49 - $16.76 $10.1K - $13.5K
807 $13.3M
WFRD
Weatherford International PLC

Energy
234
New
$39.17 - $54.26 $9.17K - $12.7K
234 $13.3M
TSCO
Tractor Supply CO

Consumer Cyclical
224
New
$47.86 - $55.77 $10.7K - $12.5K
224 $13.3M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
365
New
$19.5 - $30.4 $7.12K - $11.1K
365 $13.3M
KGC
Kinross Gold Corp

Basic Materials
685
New
$11.79 - $15.85 $8.08K - $10.9K
685 $13.2M
ABCB
Ameris Bancorp

Financial Services
189
New
$50.69 - $64.92 $9.58K - $12.3K
189 $13.2M
TDW
Tidewater Inc

Energy
238
New
$32.27 - $48.26 $7.68K - $11.5K
238 $13.2M
EXPE
Expedia Group, Inc.

Consumer Cyclical
65
New
$136.63 - $176.62 $8.88K - $11.5K
65 $13.2M
Jpmorgan Mortgage Backed Securities ETF
262
New
N/A
262 $13.1M
SLG
Sl Green Realty Corp

Real Estate
244
New
$47.9 - $65.94 $11.7K - $16.1K
244 $13.1M
VTR
Ventas, Inc.

Real Estate
191
New
$62.45 - $70.08 $11.9K - $13.4K
191 $13.1M
WTRG
Essential Utilities, Inc.

Utilities
337
New
$36.92 - $41.39 $12.4K - $13.9K
337 $13.1M
DTRE
First Trust Alerian Disruptive
335
New
N/A
335 $13M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
229
New
$54.08 - $68.32 $12.4K - $15.6K
229 $13M
DG
Dollar General Corp

Consumer Defensive
113
New
$86.02 - $114.95 $9.72K - $13K
113 $13M
LII
Lennox International Inc

Industrials
22
New
$508.76 - $605.77 $11.2K - $13.3K
22 $13M
UVV
Universal Corp

Consumer Defensive
239
New
$50.84 - $65.39 $12.2K - $15.6K
239 $12.9M
BCPC
Balchem Corp

Basic Materials
80
New
$150.5 - $170.45 $12K - $13.6K
80 $12.9M
BDX
Becton Dickinson & CO

Healthcare
66
New
$165.15 - $226.42 $10.9K - $14.9K
66 $12.9M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
197
New
$78.57 - $89.09 $15.5K - $17.6K
197 $12.9M
FBP
First Bancorp

Financial Services
601
New
$16.84 - $21.1 $10.1K - $12.7K
601 $12.8M
ACIW
Aci Worldwide, Inc.

Technology
275
New
$44.59 - $57.17 $12.3K - $15.7K
275 $12.7M
SYY
Sysco Corp

Consumer Defensive
157
New
$68.0 - $75.91 $10.7K - $11.9K
157 $12.7M
PATK
Patrick Industries Inc

Consumer Cyclical
117
New
$74.33 - $93.03 $8.7K - $10.9K
117 $12.7M
Ge Healthcare Technologies Inc Common Stock
170
New
N/A
170 $12.7M
SEE
Sealed Air Corp

Consumer Cyclical
423
New
$23.93 - $32.95 $10.1K - $13.9K
423 $12.6M
SWKS
Skyworks Solutions, Inc.

Technology
176
New
$49.2 - $74.95 $8.66K - $13.2K
176 $12.6M
GDDY
Go Daddy Inc.

Technology
90
New
$162.11 - $192.36 $14.6K - $17.3K
90 $12.6M
BWXT
Bwx Technologies, Inc.

Industrials
70
New
$89.24 - $144.06 $6.25K - $10.1K
70 $12.6M
TRNO
Terreno Realty Corp

Real Estate
232
New
$51.18 - $63.89 $11.9K - $14.8K
232 $12.5M
STT
State Street Corp

Financial Services
112
New
$75.33 - $106.34 $8.44K - $11.9K
112 $12.5M
TDS
Telephone & Data Systems Inc

Communication Services
320
New
$31.74 - $39.52 $10.2K - $12.6K
320 $12.5M
KLIC
Kulicke & Soffa Industries Inc

Technology
335
New
$27.65 - $35.38 $9.26K - $11.9K
335 $12.4M
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
117
New
N/A
117 $12.4M
XYL
Xylem Inc.

Industrials
86
New
$102.86 - $129.5 $8.85K - $11.1K
86 $12.4M
PODD
Insulet Corp

Healthcare
40
New
$238.57 - $327.47 $9.54K - $13.1K
40 $12.4M
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