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
VRRM
Verra Mobility Corp

Industrials
249
New
$20.85 - $25.4 $5.19K - $6.32K
249 $5.99M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
83
New
$56.88 - $70.77 $4.72K - $5.87K
83 $5.96M
HQY
Healthequity, Inc.

Healthcare
64
New
$76.77 - $113.06 $4.91K - $7.24K
64 $5.95M
DEI
Douglas Emmett Inc

Real Estate
408
New
$13.09 - $16.29 $5.34K - $6.65K
408 $5.95M
IYT
Ishares Tr U.S. Transportation

ETFs
85
New
$55.22 - $68.54 $4.69K - $5.83K
85 $5.94M
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
144
New
$30.29 - $33.43 $4.36K - $4.81K
144 $5.94M
NWSA
News Corp

Communication Services
206
New
$23.97 - $29.72 $4.94K - $6.12K
206 $5.94M
BXP
Boston Properties Inc

Real Estate
93
New
$56.86 - $74.12 $5.29K - $6.89K
93 $5.92M
MSTR
Microstrategy Inc

Technology
15
New
$237.95 - $421.61 $3.57K - $6.32K
15 $5.89M
EVRG
Evergy, Inc.

Utilities
81
New
$64.06 - $69.64 $5.19K - $5.64K
81 $5.88M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
44
New
$103.49 - $133.44 $4.55K - $5.87K
44 $5.85M
BHLB
Berkshire Hills Bancorp Inc

Financial Services
229
New
$22.9 - $26.78 $5.24K - $6.13K
229 $5.84M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
62
New
$60.61 - $87.72 $3.76K - $5.44K
62 $5.83M
BAX
Baxter International Inc

Healthcare
243
New
$27.8 - $34.02 $6.76K - $8.27K
243 $5.83M
CNI
Canadian National Railway CO

Industrials
62
New
$92.66 - $108.13 $5.74K - $6.7K
62 $5.82M
PINS
Pinterest, Inc.

Communication Services
167
New
$24.21 - $35.95 $4.04K - $6K
167 $5.81M
CVBF
Cvb Financial Corp

Financial Services
295
New
$16.41 - $20.0 $4.84K - $5.9K
295 $5.81M
YELP
Yelp Inc

Communication Services
187
New
$32.56 - $40.93 $6.09K - $7.65K
187 $5.81M
BJRI
B Js Restaurants Inc

Consumer Cyclical
169
New
$29.82 - $45.99 $5.04K - $7.77K
169 $5.8M
HCI
Hci Group, Inc.

Financial Services
37
New
$137.07 - $171.28 $5.07K - $6.34K
37 $5.78M
MAC
Macerich CO

Real Estate
331
New
$13.24 - $17.71 $4.38K - $5.86K
331 $5.77M
PKX
Posco Holdings Inc.

Basic Materials
103
New
$41.43 - $49.85 $4.27K - $5.13K
103 $5.76M
PRVA
Privia Health Group, Inc.

Healthcare
278
New
$21.48 - $25.07 $5.97K - $6.97K
278 $5.76M
OII
Oceaneering International Inc

Energy
260
New
$15.95 - $22.55 $4.15K - $5.86K
260 $5.75M
CENX
Century Aluminum CO

Basic Materials
245
New
$13.7 - $20.12 $3.36K - $4.93K
245 $5.75M
OWL
Blue Owl Capital Inc.

Financial Services
282
New
$15.9 - $21.16 $4.48K - $5.97K
282 $5.73M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
89
New
$51.81 - $61.79 $4.61K - $5.5K
89 $5.73M
MATX
Matson, Inc.

Industrials
53
New
$93.11 - $132.21 $4.93K - $7.01K
53 $5.73M
CF
Cf Industries Holdings, Inc.

Basic Materials
69
New
$68.47 - $102.48 $4.72K - $7.07K
69 $5.72M
WPC
W. P. Carey Inc.

Real Estate
87
New
$56.12 - $64.53 $4.88K - $5.61K
87 $5.7M
MD
Mednax, Inc.

Healthcare
386
New
$12.0 - $15.17 $4.63K - $5.86K
386 $5.68M
BYD
Boyd Gaming Corp

Consumer Cyclical
68
New
$60.8 - $79.02 $4.13K - $5.37K
68 $5.67M
CALX
Calix, Inc

Technology
97
New
$31.25 - $53.19 $3.03K - $5.16K
97 $5.67M
FRT
Federal Realty Investment Trust

Real Estate
61
New
$83.56 - $99.08 $5.1K - $6.04K
61 $5.66M
PR
Permian Resources Corporation

Energy
423
New
$10.36 - $14.93 $4.38K - $6.32K
423 $5.66M
CRSP
Crispr Therapeutics Ag

Healthcare
100
New
$31.27 - $48.64 $3.13K - $4.86K
100 $5.66M
NXST
Nexstar Media Group, Inc.

Communication Services
28
New
$144.68 - $181.86 $4.05K - $5.09K
28 $5.66M
FHB
First Hawaiian, Inc.

Financial Services
230
New
$21.14 - $24.96 $4.86K - $5.74K
230 $5.65M
DV
Double Verify Holdings, Inc.

Technology
377
New
$11.86 - $15.03 $4.47K - $5.67K
377 $5.64M
GIB
Cgi Inc

Technology
60
New
$96.47 - $109.59 $5.79K - $6.58K
60 $5.64M
JEPI
J P Morgan Exchange Traded Fd

ETFs
100
New
$51.14 - $57.0 $5.11K - $5.7K
100 $5.64M
IHE
Ishares Tr

ETFs
84
New
$61.0 - $68.22 $5.12K - $5.73K
84 $5.63M
MCY
Mercury General Corp

Financial Services
76
New
$49.04 - $67.34 $3.73K - $5.12K
76 $5.62M
MHO
M/I Homes, Inc.

Consumer Cyclical
41
New
$103.9 - $115.72 $4.26K - $4.74K
41 $5.61M
MTCH
Match Group, Inc.

Communication Services
154
New
$27.03 - $31.93 $4.16K - $4.92K
154 $5.61M
PENN
Penn National Gaming Inc

Consumer Cyclical
328
New
$13.75 - $18.28 $4.51K - $6K
328 $5.61M
MCHI
Ishares Msci China ETF

ETFs
95
New
$45.22 - $55.86 $4.3K - $5.31K
95 $5.58M
BFS
Saul Centers, Inc.

Real Estate
168
New
$32.21 - $36.42 $5.41K - $6.12K
168 $5.57M
UNM
Unum Group

Financial Services
79
New
$70.48 - $82.91 $5.57K - $6.55K
79 $5.56M
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