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
MSEX
Middlesex Water CO

Utilities
81
New
$54.18 - $66.57 $4.39K - $5.39K
81 $4.37M
CRC
California Resources Corp

Energy
90
New
$32.4 - $47.27 $2.92K - $4.25K
90 $4.37M
Millrose Pptys Inc Com Cl A
137
New
N/A
137 $4.35M
SJM
J M Smucker CO

Consumer Defensive
39
New
$94.41 - $118.52 $3.68K - $4.62K
39 $4.34M
VNT
Vontier Corp

Technology
103
New
$28.04 - $37.3 $2.89K - $3.84K
103 $4.33M
CSGS
Csg Systems International Inc

Technology
70
New
$56.51 - $66.33 $3.96K - $4.64K
70 $4.33M
SNAP
Snap Inc

Communication Services
594
New
$7.23 - $9.21 $4.29K - $5.47K
594 $4.32M
FMX
Mexican Economic Development Inc

Consumer Defensive
50
New
$92.5 - $107.84 $4.63K - $5.39K
50 $4.31M
CLSK
Cleanspark, Inc.

Technology
433
New
$6.74 - $11.03 $2.92K - $4.78K
433 $4.3M
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
141
New
$25.26 - $29.45 $3.56K - $4.15K
141 $4.29M
SNA
Snap On Inc

Industrials
13
New
$292.36 - $342.2 $3.8K - $4.45K
13 $4.23M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
167
New
$24.66 - $25.17 $4.12K - $4.2K
167 $4.21M
HST
Host Hotels & Resorts, Inc.

Real Estate
267
New
$12.7 - $16.07 $3.39K - $4.29K
267 $4.21M
VBTX
Veritex Holdings, Inc.

Financial Services
132
New
$20.77 - $26.15 $2.74K - $3.45K
132 $4.19M
CPNG
Coupang, Inc.

Consumer Cyclical
148
New
$19.76 - $30.81 $2.92K - $4.56K
148 $4.17M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
169
New
$23.18 - $30.7 $3.92K - $5.19K
169 $4.16M
FLO
Flowers Foods Inc

Consumer Defensive
251
New
$15.86 - $19.21 $3.98K - $4.82K
251 $4.13M
HUM
Humana Inc

Healthcare
15
New
$224.93 - $295.04 $3.37K - $4.43K
15 $4.12M
JPEM
Jp Morgan Diversified Return

ETFs
71
New
$48.41 - $56.7 $3.44K - $4.03K
71 $4.12M
SIVR
Abrdn Silver ETF Trust

ETFs
114
New
$28.36 - $35.37 $3.23K - $4.03K
114 $4.12M
AQN
Algonquin Power & Utilities Corp.

Utilities
714
New
$4.56 - $6.22 $3.26K - $4.44K
714 $4.11M
GMAB
Genmab A/S

Healthcare
187
New
$17.98 - $23.09 $3.36K - $4.32K
187 $4.09M
FDRR
Fidelity Covington Tr Divid Et

ETFs
72
New
$43.98 - $54.23 $3.17K - $3.9K
72 $4.09M
APPF
Appfolio Inc

Technology
15
New
$192.02 - $234.65 $2.88K - $3.52K
15 $4.09M
ICVT
Ishares Tr Convertible Bond Et

ETFs
44
New
$78.98 - $90.1 $3.48K - $3.96K
44 $4.09M
LEG
Leggett & Platt Inc

Consumer Cyclical
455
New
$6.56 - $9.72 $2.98K - $4.42K
455 $4.08M
Maplebear Inc Com
80
New
N/A
80 $4.08M
FIDI
Fidelity Covington Tr

ETFs
168
New
$19.44 - $23.7 $3.27K - $3.98K
168 $4.07M
U
Unity Software Inc.

Technology
109
New
$16.75 - $26.24 $1.83K - $2.86K
109 $4.07M
TGNA
Tegna Inc

Communication Services
200
New
$15.42 - $18.98 $3.08K - $3.8K
200 $4.06M
BTU
Peabody Energy Corp

Energy
224
New
$10.31 - $15.28 $2.31K - $3.42K
224 $4.06M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
341
New
$10.59 - $11.48 $3.61K - $3.91K
341 $4.05M
BANR
Banner Corp

Financial Services
62
New
$56.51 - $65.42 $3.5K - $4.06K
62 $4.02M
POWI
Power Integrations Inc

Technology
87
New
$42.13 - $59.01 $3.67K - $5.13K
87 $4.02M
OFG
Ofg Bancorp

Financial Services
93
New
$34.78 - $43.28 $3.23K - $4.03K
93 $4.01M
GRAB
Grab Holdings LTD

Technology
800
New
$3.48 - $5.25 $2.78K - $4.2K
800 $3.99M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
196
New
$21.4 - $26.31 $4.19K - $5.16K
196 $3.99M
CGDV
Capital Group Divid Value ETF

ETFs
97
New
$31.93 - $39.49 $3.1K - $3.83K
97 $3.98M
GATX
Gatx Corp

Industrials
25
New
$141.27 - $159.24 $3.53K - $3.98K
25 $3.96M
EYE
National Vision Holdings, Inc.

Consumer Cyclical
172
New
$10.88 - $23.17 $1.87K - $3.99K
172 $3.96M
Aptiv PLC Com Shs
55
New
N/A
55 $3.94M
ZBRA
Zebra Technologies Corp

Technology
12
New
$213.54 - $309.26 $2.56K - $3.71K
12 $3.94M
IIPR
Innovative Industrial Properties Inc

Real Estate
75
New
$48.03 - $58.9 $3.6K - $4.42K
75 $3.93M
AOS
Smith A O Corp

Industrials
55
New
$59.63 - $70.52 $3.28K - $3.88K
55 $3.92M
PFG
Principal Financial Group Inc

Financial Services
50
New
$69.56 - $86.19 $3.48K - $4.31K
50 $3.86M
WLY
John Wiley & Sons, Inc.

Communication Services
98
New
$37.03 - $45.5 $3.63K - $4.46K
98 $3.84M
WRE
Washington Real Estate Investment Trust
233
New
N/A
233 $3.84M
PSO
Pearson PLC

Communication Services
265
New
$14.41 - $16.64 $3.82K - $4.41K
265 $3.83M
LYB
Lyondell Basell Industries N.V.

Basic Materials
76
New
$53.23 - $70.65 $4.05K - $5.37K
76 $3.82M
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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