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
Jpmorgan Global Select Equity ETF Global Select Equity ETF
3.61K
New
N/A
3.61K $240M
Vanguard California Tax Exempt Bond ETF
2.39K
New
N/A
2.39K $233M
DASH
Door Dash, Inc.

Communication Services
869
New
$163.16 - $246.51 $142K - $214K
869 $230M
Ishares Bitcoin Trust ETF
3.32K
New
N/A
3.32K $225M
WFC
Wells Fargo & Company

Financial Services
2.73K
New
$60.98 - $80.12 $167K - $219K
2.73K $217M
BAC
Bank Of America Corp

Financial Services
4.48K
New
$34.39 - $47.46 $154K - $213K
4.48K $213M
KO
Coca Cola CO

Consumer Defensive
2.96K
New
$68.37 - $73.9 $202K - $219K
2.96K $209M
PM
Philip Morris International Inc.

Consumer Defensive
1.21K
New
$149.23 - $184.95 $181K - $224K
1.21K $204M
EMB
Ishares Tr

ETFs
2.18K
New
$86.54 - $92.62 $189K - $202K
2.18K $204M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.15K
New
$74.88 - $91.97 $161K - $197K
2.15K $202M
MDB
Mongo Db, Inc.

Technology
951
New
$145.85 - $225.38 $139K - $214K
951 $198M
VB
Vanguard Small Cap ETF

ETFs
16
+ 0.32%
$193.73 - $237.37 $3.1K - $3.8K
5.05K $1.24B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.61K
New
$90.56 - $109.49 $145K - $176K
1.61K $184M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.36K
New
$40.51 - $71.03 $95.7K - $168K
2.36K $181M
VZ
Verizon Communications Inc

Communication Services
4.19K
New
$41.67 - $45.62 $174K - $191K
4.19K $181M
WM
Waste Management Inc

Industrials
769
New
$216.47 - $242.1 $166K - $186K
769 $179M
GILD
Gilead Sciences, Inc.

Healthcare
1.49K
New
$96.91 - $113.0 $144K - $168K
1.49K $179M
VEA
Vanguard Ftse Developed Market

ETFs
3.04K
New
$45.65 - $57.01 $139K - $173K
3.04K $178M
JGRO
J P Morgan Exchange Traded Fd
185
+ 2.11%
N/A
8.95K $806M
ABT
Abbott Laboratories

Healthcare
1.35K
New
$123.95 - $138.08 $167K - $186K
1.35K $177M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.79K
New
$17.76 - $22.1 $138K - $172K
7.79K $176M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
2.21K
+ 38.14%
$35.38 - $48.3 $78K - $107K
7.99K $400M
UBER
Uber Technologies, Inc

Technology
108
+ 1.18%
$64.62 - $93.3 $6.98K - $10.1K
9.29K $852M
PANW
Palo Alto Networks Inc

Technology
938
New
$152.44 - $204.64 $143K - $192K
938 $165M
TXN
Texas Instruments Inc

Technology
847
New
N/A
847 $163M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.19K
New
$114.78 - $133.31 $136K - $159K
1.19K $162M
SPG
Simon Property Group Inc

Real Estate
955
New
$140.37 - $171.44 $134K - $164K
955 $162M
RTX
Raytheon Technologies Corp

Industrials
1.03K
New
$113.75 - $148.48 $118K - $153K
1.03K $161M
XLF
Financial Sector Spdr

ETFs
3.06K
New
$43.92 - $52.37 $134K - $160K
3.06K $161M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.27K
New
$97.68 - $121.38 $124K - $154K
1.27K $160M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
380
+ 2.41%
$54.98 - $67.95 $20.9K - $25.8K
16.1K $1.11B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.24K
New
$29.52 - $35.31 $125K - $150K
4.24K $158M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.12K
New
$108.06 - $135.3 $121K - $152K
1.12K $158M
MS
Morgan Stanley

Financial Services
1.03K
New
$99.83 - $140.86 $103K - $146K
1.03K $152M
CVX
Chevron Corp

Energy
984
New
$133.73 - $168.51 $132K - $166K
984 $152M
APH
Amphenol Corp

Technology
1.34K
New
$59.09 - $98.75 $79.2K - $132K
1.34K $150M
QCOM
Qualcomm Inc

Technology
975
New
$124.66 - $159.48 $122K - $155K
975 $150M
BA
Boeing CO

Industrials
645
New
$136.59 - $217.51 $88.1K - $140K
645 $150M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.23K
New
$105.69 - $140.64 $130K - $173K
1.23K $150M
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
3.25K
New
$28.07 - $43.66 $91.2K - $142K
3.25K $149M
Linde PLC Shs
315
New
N/A
315 $149M
CDNS
Cadence Design Systems Inc

Technology
418
New
$231.64 - $323.08 $96.8K - $135K
418 $148M
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
8.61K
New
$15.13 - $16.84 $130K - $145K
8.61K $145M
UPST
Upstart Holdings, Inc.

Financial Services
2.28K
New
$34.8 - $64.85 $79.2K - $148K
2.28K $144M
Ge Vernova Inc Com
219
New
N/A
219 $144M
CAT
Caterpillar Inc

Industrials
348
New
$273.94 - $388.21 $95.3K - $135K
348 $144M
SBUX
Starbucks Corp

Consumer Cyclical
1.53K
New
$79.69 - $99.41 $122K - $152K
1.53K $143M
DWM
Wisdomtree Tr

ETFs
2.18K
New
$52.06 - $63.91 $113K - $139K
2.18K $143M
Arista Networks Inc Com Shs
1.01K
New
N/A
1.01K $143M
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
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