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
SFBS
Servis First Bancshares, Inc.

Financial Services
106
New
$68.48 - $82.21 $7.26K - $8.71K
106 $8.65M
RDY
Dr Reddys Laboratories LTD

Healthcare
621
New
$12.36 - $16.17 $7.68K - $10K
621 $8.64M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
70
New
$101.91 - $134.83 $7.13K - $9.44K
70 $8.63M
WES
Western Midstream Partners, LP

Energy
226
New
$34.99 - $41.61 $7.91K - $9.4K
226 $8.63M
HTH
Hilltop Holdings Inc.

Financial Services
275
New
$27.95 - $30.99 $7.69K - $8.52K
275 $8.62M
PPG
Ppg Industries Inc

Basic Materials
79
New
$91.66 - $115.04 $7.24K - $9.09K
79 $8.59M
GTLS
Chart Industries Inc

Industrials
43
New
$115.08 - $175.5 $4.95K - $7.55K
43 $8.56M
IQV
Iqvia Holdings Inc.

Healthcare
46
New
$137.0 - $174.37 $6.3K - $8.02K
46 $8.55M
Jacobs Solutions Inc Com
57
New
N/A
57 $8.54M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
269
New
$25.96 - $30.99 $6.98K - $8.34K
269 $8.54M
CDW
Cdw Corp

Technology
52
New
$144.49 - $190.68 $7.51K - $9.92K
52 $8.53M
HIW
Highwoods Properties, Inc.

Real Estate
292
New
$25.31 - $31.85 $7.39K - $9.3K
292 $8.45M
SNX
Td Synnex Corp

Technology
56
New
$95.81 - $137.79 $5.37K - $7.72K
56 $8.43M
CHD
Church & Dwight CO Inc

Consumer Defensive
91
New
$91.57 - $110.76 $8.33K - $10.1K
91 $8.4M
TEF
Telefonica S A

Communication Services
1.54K
New
$4.37 - $5.39 $6.73K - $8.3K
1.54K $8.39M
GHC
Graham Holdings CO

Consumer Defensive
8
New
$876.56 - $1003.53 $7.01K - $8.03K
8 $8.39M
Veralto Corp Com Shs
77
New
N/A
77 $8.38M
PB
Prosperity Bancshares Inc

Financial Services
124
New
$63.76 - $73.75 $7.91K - $9.15K
124 $8.33M
Amplify Cybersecurity ETF
100
New
N/A
100 $8.33M
GPN
Global Payments Inc

Industrials
101
New
$67.47 - $99.6 $6.81K - $10.1K
101 $8.32M
RHI
Robert Half International Inc.

Industrials
238
New
$40.31 - $54.71 $9.59K - $13K
238 $8.29M
DCI
Donaldson CO Inc

Industrials
112
New
$59.18 - $71.02 $6.63K - $7.95K
112 $8.26M
SU
Suncor Energy Inc

Energy
212
New
$31.54 - $41.04 $6.69K - $8.7K
212 $8.23M
Ferrovial Se Ord Shs
153
New
N/A
153 $8.22M
UDR
Udr, Inc.

Real Estate
217
New
$38.09 - $45.36 $8.27K - $9.84K
217 $8.21M
EPAC
Enerpac Tool Group Corp

Industrials
196
New
$37.39 - $46.15 $7.33K - $9.05K
196 $8.19M
AORT
Artivion, Inc.

Healthcare
186
New
$22.19 - $31.19 $4.13K - $5.8K
186 $8.16M
INT
World Fuel Services Corp

Energy
319
New
N/A
319 $8.15M
WDFC
Wd 40 CO

Basic Materials
37
New
$217.49 - $248.93 $8.05K - $9.21K
37 $8.15M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
124
New
$50.29 - $64.29 $6.24K - $7.97K
124 $8.1M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
318
New
$14.1 - $22.95 $4.48K - $7.3K
318 $8.09M
MIDD
Middleby Corp

Industrials
62
New
$124.01 - $154.76 $7.69K - $9.6K
62 $8.08M
Bgc Group Inc Cl A
763
New
N/A
763 $8.02M
FLRG
Fidelity Covington Tr U S Mult

ETFs
217
New
$29.74 - $35.95 $6.45K - $7.8K
217 $8.02M
BHF
Brighthouse Financial, Inc.

Financial Services
173
New
$47.29 - $61.15 $8.18K - $10.6K
173 $7.98M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
67
New
$86.97 - $102.82 $5.83K - $6.89K
67 $7.96M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
127
New
$44.23 - $62.66 $5.62K - $7.96K
127 $7.92M
Enlight Renewable Energy LTD Shs
325
New
N/A
325 $7.91M
RNR
Renaissancere Holdings LTD

Financial Services
33
New
$220.37 - $253.95 $7.27K - $8.38K
33 $7.91M
WF
Woori Financial Group Inc.

Financial Services
143
New
$30.46 - $49.73 $4.36K - $7.11K
143 $7.89M
BKU
Bank United, Inc.

Financial Services
212
New
$29.48 - $36.33 $6.25K - $7.7K
212 $7.89M
NUE
Nucor Corp

Basic Materials
56
New
$103.22 - $131.43 $5.78K - $7.36K
56 $7.89M
SLF
Sun Life Financial Inc

Financial Services
137
New
$53.39 - $66.45 $7.31K - $9.1K
137 $7.89M
ZION
Zions Bancorporation, National Association

Financial Services
148
New
$41.39 - $51.94 $6.13K - $7.69K
148 $7.87M
GTES
Gates Industrial Corp PLC

Industrials
320
New
$15.56 - $23.13 $4.98K - $7.4K
320 $7.82M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
100
New
$62.73 - $78.42 $6.27K - $7.84K
100 $7.8M
RYAAY
Ryanair Holdings PLC

Industrials
119
New
$39.21 - $57.84 $4.67K - $6.88K
119 $7.79M
K
Kellogg CO

Consumer Defensive
97
New
$77.85 - $82.88 $7.55K - $8.04K
97 $7.78M
Phinia Inc Common Stock
142
New
N/A
142 $7.75M
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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