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
HON
Honeywell International Inc

Industrials
463
New
$182.86 - $232.88 $84.7K - $108K
463 $101M
FID
First Tr Exchange Trded Fd Vi

ETFs
2.16K
+ 10.11%
$15.86 - $19.39 $34.2K - $41.8K
23.5K $465M
SCHW
Schwab Charles Corp

Financial Services
979
New
$69.06 - $91.24 $67.6K - $89.3K
979 $96.6M
PEP
Pepsico Inc

Consumer Defensive
653
New
$128.02 - $151.37 $83.6K - $98.8K
653 $95.9M
ASML
Asml Holding Nv

Technology
128
New
$595.37 - $815.24 $76.2K - $104K
128 $94.9M
WMT
Walmart Inc.

Consumer Defensive
599
+ 17.64%
$81.79 - $99.98 $49K - $59.9K
3.99K $414M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
4.24K
New
$19.12 - $22.36 $81.1K - $94.8K
4.24K $93.9M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.17K
+ 38.65%
$77.74 - $78.78 $91K - $92.3K
4.2K $330M
SPOT
Spotify Technology S.A.

Communication Services
135
New
$503.3 - $775.9 $67.9K - $105K
135 $93.1M
SAP
Sap Se

Technology
335
New
$237.53 - $309.8 $79.6K - $104K
335 $92.4M
VIG
Vanguard Dividend Appreciation

ETFs
436
New
N/A
436 $90.9M
RMD
Resmed Inc

Healthcare
317
New
$204.54 - $258.0 $64.8K - $81.8K
317 $89.7M
MELI
Mercadolibre Inc

Consumer Cyclical
38
New
$1794.73 - $2613.63 $68.2K - $99.3K
38 $89.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.9K
New
$22.27 - $29.21 $64.7K - $84.8K
2.9K $89.1M
MO
Altria Group, Inc.

Consumer Defensive
1.35K
New
$55.56 - $60.91 $74.7K - $81.9K
1.35K $88.8M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.86K
New
$46.41 - $47.7 $86.4K - $88.8K
1.86K $88.3M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
428
+ 4.24%
$56.84 - $65.5 $24.3K - $28K
10.5K $695M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.47K
New
$58.63 - $59.9 $86.3K - $88.2K
1.47K $87.7M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
712
New
$99.37 - $134.05 $70.8K - $95.4K
712 $87.2M
TT
Trane Technologies PLC

Industrials
197
New
$315.21 - $437.41 $62.1K - $86.2K
197 $86.3M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
3.71K
New
$22.43 - $23.23 $83.2K - $86.2K
3.71K $86.3M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
2.46K
New
$26.69 - $33.44 $65.7K - $82.3K
2.46K $85.5M
ARCC
Ares Capital Corp

Financial Services
3.8K
New
$18.91 - $22.43 $71.9K - $85.2K
3.8K $85.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.15K
New
$24.32 - $27.87 $76.5K - $87.7K
3.15K $85.3M
MDT
Medtronic PLC

Healthcare
924
New
$80.68 - $88.86 $74.5K - $82.1K
924 $85.1M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
822
New
$102.02 - $103.5 $83.9K - $85.1K
822 $84.7M
DE
Deere & CO

Industrials
167
New
$412.99 - $531.48 $69K - $88.8K
167 $84.3M
COP
Conocophillips

Energy
890
New
$82.66 - $106.1 $73.6K - $94.4K
890 $84.2M
WELL
Welltower Inc.

Real Estate
510
New
$136.49 - $155.22 $69.6K - $79.2K
510 $84M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.37K
New
$50.39 - $60.05 $69K - $82.2K
1.37K $83.9M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.68K
New
$45.3 - $50.64 $76K - $84.9K
1.68K $83.8M
DDOG
Datadog, Inc.

Technology
649
New
$87.0 - $134.33 $56.5K - $87.2K
649 $83.7M
HD
Home Depot, Inc.

Consumer Cyclical
137
+ 20.21%
$335.24 - $380.78 $45.9K - $52.2K
815 $323M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
259
New
$177.93 - $313.14 $46.1K - $81.1K
259 $81M
ICE
Intercontinental Exchange, Inc.

Financial Services
432
New
$151.62 - $183.47 $65.5K - $79.3K
432 $79M
MCO
Moodys Corp

Financial Services
9
+ 0.98%
$396.7 - $501.59 $3.57K - $4.51K
926 $478M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
772
New
$87.84 - $1441.89 $67.8K - $1.11M
772 $78.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.13K
New
$19.1 - $23.83 $59.7K - $74.5K
3.13K $77.4M
FDMO
Fidelity Covington Tr Momentum

ETFs
961
New
$58.0 - $75.86 $55.7K - $72.9K
961 $76.5M
PSIX
Power Solutions International, Inc.

Industrials
800
New
$18.7 - $68.01 $15K - $54.4K
800 $76.4M
WMB
Williams Companies, Inc.

Energy
1.32K
New
$54.33 - $62.87 $71.7K - $82.9K
1.32K $76.2M
CTAS
Cintas Corp

Industrials
340
New
$190.11 - $227.66 $64.6K - $77.4K
340 $76M
LCTD
Blackrock ETF World Ex Us Carb
1.46K
New
N/A
1.46K $75.3M
CEG
Constellation Energy Corp

Utilities
221
New
$170.96 - $322.76 $37.8K - $71.3K
221 $75M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
1.64K
New
$33.7 - $43.1 $55.2K - $70.6K
1.64K $73.2M
APO
Apollo Global Management, Inc.

Financial Services
496
New
$108.68 - $145.07 $53.9K - $72K
496 $71.7M
SPSB
Spdr Portfolio Short Term Corp

ETFs
2.37K
New
$29.82 - $30.19 $70.7K - $71.6K
2.37K $71.5M
Ishares Flexible Income Active ETF
817
+ 4.12%
N/A
20.6K $1.09B
HSBC
Hsbc Holdings PLC

Financial Services
1.09K
New
$46.68 - $61.09 $50.7K - $66.3K
1.09K $70.6M
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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