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
SNN
Smith & Nephew PLC

Healthcare
194
New
$24.97 - $30.63 $4.84K - $5.94K
194 $7.03M
DLX
Deluxe Corp

Communication Services
363
New
$13.64 - $16.25 $4.95K - $5.9K
363 $7.02M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
158
New
$34.72 - $42.74 $5.49K - $6.75K
158 $6.99M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
140
New
N/A
140 $6.99M
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
225
New
N/A
225 $6.97M
VOTE
Engine No 1 ETF Tr

ETFs
92
New
$58.2 - $72.74 $5.35K - $6.69K
92 $6.96M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
47
New
$144.63 - $179.53 $6.8K - $8.44K
47 $6.95M
CRH.L
Crh PLC

Basic Materials
62
New
N/A
62 $6.95M
SITM
Sitime Corp

Technology
32
New
$116.79 - $241.6 $3.74K - $7.73K
32 $6.93M
SLV
I Shares Silver Trust

ETFs
200
New
$27.08 - $33.74 $5.42K - $6.75K
200 $6.88M
CRL
Charles River Laboratories International, Inc.

Healthcare
45
New
$99.75 - $151.89 $4.49K - $6.84K
45 $6.87M
UGI
Ugi Corp

Utilities
195
New
$30.18 - $36.59 $5.89K - $7.14K
195 $6.87M
LGND
Ligand Pharmaceuticals Inc

Healthcare
45
New
$96.67 - $118.22 $4.35K - $5.32K
45 $6.87M
SPYI
Shp ETF Tr Neos S&P 500 High I
133
New
N/A
133 $6.87M
ENSG
Ensign Group, Inc

Healthcare
42
New
$119.93 - $156.36 $5.04K - $6.57K
42 $6.87M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
104
New
N/A
104 $6.87M
RRX
Regal Rexnord Corp

Industrials
48
New
$94.06 - $147.0 $4.51K - $7.06K
48 $6.86M
CTRA
Coterra Energy Inc.

Energy
285
New
$22.6 - $29.07 $6.44K - $8.28K
285 $6.83M
CINF
Cincinnati Financial Corp

Financial Services
45
New
$126.6 - $151.6 $5.7K - $6.82K
45 $6.81M
BBY
Best Buy CO Inc

Consumer Cyclical
97
New
$56.17 - $75.73 $5.45K - $7.35K
97 $6.81M
HLI
Houlihan Lokey, Inc.

Financial Services
35
New
$141.59 - $182.75 $4.96K - $6.4K
35 $6.77M
DVN
Devon Energy Corp

Energy
202
New
$26.8 - $37.92 $5.41K - $7.66K
202 $6.74M
EVTC
Evertec, Inc.

Technology
184
New
$31.89 - $38.37 $5.87K - $7.06K
184 $6.71M
BALL
Ball Corp

Consumer Cyclical
125
New
$44.94 - $56.99 $5.62K - $7.12K
125 $6.69M
GH
Guardant Health, Inc.

Healthcare
121
New
$37.05 - $52.04 $4.48K - $6.3K
121 $6.67M
EQR
Equity Residential

Real Estate
106
New
$61.82 - $71.72 $6.55K - $7.6K
106 $6.65M
EWBC
East West Bancorp Inc

Financial Services
65
New
$71.03 - $101.75 $4.62K - $6.61K
65 $6.64M
RIO
Rio Tinto PLC

Basic Materials
105
New
$52.32 - $62.75 $5.49K - $6.59K
105 $6.63M
CLH
Clean Harbors Inc

Industrials
27
New
$182.1 - $233.5 $4.92K - $6.3K
27 $6.62M
ORI
Old Republic International Corp

Financial Services
174
New
$35.25 - $39.79 $6.13K - $6.92K
174 $6.59M
ASH
Ashland Global Holdings Inc

Basic Materials
124
New
$46.53 - $57.87 $5.77K - $7.18K
124 $6.58M
XRAY
Dentsply Sirona Inc.

Healthcare
502
New
$12.55 - $16.75 $6.3K - $8.41K
502 $6.55M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
93
New
$52.22 - $73.66 $4.86K - $6.85K
93 $6.54M
PUK
Prudential PLC

Financial Services
247
New
$18.03 - $25.49 $4.45K - $6.3K
247 $6.54M
ACM
Aecom

Industrials
54
New
$87.19 - $113.06 $4.71K - $6.11K
54 $6.53M
SMPL
Simply Good Foods CO

Consumer Defensive
224
New
$31.59 - $38.0 $7.08K - $8.51K
224 $6.52M
ASX
Ase Technology Holding Co., Ltd.

Technology
643
New
$7.42 - $10.65 $4.77K - $6.85K
643 $6.51M
SNV
Synovus Financial Corp

Financial Services
133
New
$38.27 - $51.75 $5.09K - $6.88K
133 $6.51M
NTR
Nutrien Ltd.

Basic Materials
116
New
$46.88 - $62.89 $5.44K - $7.3K
116 $6.5M
SWK
Stanley Black & Decker, Inc.

Industrials
91
New
$55.86 - $76.98 $5.08K - $7.01K
91 $6.5M
APA
Apa Corp

Energy
318
New
$14.03 - $21.24 $4.46K - $6.75K
318 $6.5M
KEN
Kenon Holdings Ltd.

Utilities
152
New
$27.64 - $41.55 $4.2K - $6.32K
152 $6.5M
ALLE
Allegion PLC

Industrials
39
New
$118.52 - $145.64 $4.62K - $5.68K
39 $6.49M
KRG
Kite Realty Group Trust

Real Estate
305
New
$19.53 - $23.3 $5.96K - $7.11K
305 $6.48M
MWA
Mueller Water Products, Inc.

Industrials
240
New
$22.82 - $27.21 $5.48K - $6.53K
240 $6.46M
DUOL
Duolingo, Inc.

Technology
20
New
$292.88 - $540.68 $5.86K - $10.8K
20 $6.46M
TPG
Tpg Inc.

Financial Services
101
New
$39.68 - $53.09 $4.01K - $5.36K
101 $6.44M
MEDP
Medpace Holdings, Inc.

Healthcare
14
New
$277.23 - $315.28 $3.88K - $4.41K
14 $6.43M
GLDM
World Gold Trust

ETFs
97
New
$58.96 - $67.97 $5.72K - $6.59K
97 $6.43M
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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