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
IEV
Ishares Tr Europe ETF

ETFs
1.11K
New
$51.8 - $64.59 $57.3K - $71.5K
1.11K $70.4M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
126
New
$483.07 - $625.6 $60.9K - $78.8K
126 $70.1M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
1.41K
+ 14.04%
N/A
11.4K $526M
NVS
Novartis Ag

Healthcare
579
New
$101.96 - $121.01 $59K - $70.1K
579 $69.1M
JPIN
Jp Morgan Diversified Return I

ETFs
1.05K
New
$52.18 - $64.25 $54.7K - $67.3K
1.05K $68.8M
SRLN
Ssga Active Trust

ETFs
1.66K
New
$39.47 - $41.59 $65.4K - $68.9K
1.66K $68.6M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
1.63K
New
$36.35 - $41.07 $59.1K - $66.8K
1.63K $68.6M
IWM
Ishares Russell 2000 ETF

ETFs
302
New
$174.82 - $215.79 $52.8K - $65.2K
302 $68.5M
FDD
First Trust Stoxx European Sel

ETFs
4.22K
New
$12.08 - $15.54 $50.9K - $65.5K
4.22K $68.4M
FYC
First Trust Small Cap Growth A

ETFs
818
New
$61.01 - $79.58 $49.9K - $65.1K
818 $68.3M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.68K
New
$30.87 - $39.17 $51.9K - $65.9K
1.68K $68.2M
Lam Research Corp Com New
644
New
N/A
644 $67.8M
CSGP
Costar Group, Inc.

Real Estate
765
New
$72.62 - $83.22 $55.6K - $63.7K
765 $67.7M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
330
New
$212.1 - $244.27 $70K - $80.6K
330 $67.5M
ILDR
First Tr Exchange Traded Fd Vi
2.23K
New
$20.6 - $29.43 $45.9K - $65.6K
2.23K $67.5M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
905
New
$59.98 - $74.92 $54.3K - $67.8K
905 $67.4M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
971
New
$27.82 - $46.45 $27K - $45.1K
971 $67.1M
SHEL
Shell PLC

Energy
928
New
$59.75 - $73.05 $55.4K - $67.8K
928 $67.1M
AMP
Ameriprise Financial Inc

Financial Services
126
New
$422.19 - $533.73 $53.2K - $67.2K
126 $65.1M
FVAL
Fidelity Covington Tr Value Fa

ETFs
982
New
$52.8 - $63.87 $51.8K - $62.7K
982 $64.9M
FXO
First Tr Exchange Traded Fd Fi

ETFs
1.12K
New
$45.9 - $56.06 $51.5K - $62.8K
1.12K $64.8M
RSG
Republic Services, Inc.

Industrials
276
New
$227.2 - $258.07 $62.7K - $71.2K
276 $64.5M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.05K
New
$63.54 - $68.5 $66.6K - $71.8K
1.05K $64.3M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
238
New
$201.28 - $266.34 $47.9K - $63.4K
238 $64M
CSCO
Cisco Systems, Inc.

Technology
112
+ 2.84%
$53.19 - $69.38 $5.96K - $7.77K
4.06K $290M
MBB
Ishares Tr

ETFs
513
+ 3.24%
$91.41 - $94.22 $46.9K - $48.3K
16.3K $1.53B
MMM
3 M CO

Industrials
404
New
$126.09 - $154.15 $50.9K - $62.3K
404 $63.7M
LLY
Eli Lilly & CO

Healthcare
250
+ 30.19%
$713.71 - $898.95 $178K - $225K
1.08K $689M
JPHY
Jp Morgan High Yield Research

ETFs
1.33K
New
N/A
1.33K $62.1M
DUK
Duke Energy Corp

Utilities
497
New
$112.46 - $124.05 $55.9K - $61.7K
497 $61.8M
JPIE
J P Morgan Exchange Traded Fd
1.33K
New
$45.12 - $46.32 $60K - $61.6K
1.33K $61.5M
SONY
Sony Group Corp

Technology
2.25K
New
$21.24 - $26.88 $47.8K - $60.5K
2.25K $61.2M
CB
Chubb LTD

Financial Services
225
New
$274.32 - $302.46 $61.7K - $68.1K
225 $60.7M
FQAL
Fidelity Covington Tr Quality

ETFs
836
New
$57.29 - $69.63 $47.9K - $58.2K
836 $60.5M
AMT
American Tower Corp

Real Estate
294
New
$203.96 - $228.19 $60K - $67.1K
294 $60.3M
TM
Toyota Motor Corp

Consumer Cyclical
310
New
$158.63 - $195.39 $49.2K - $60.6K
310 $60.1M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
998
New
$47.63 - $60.01 $47.5K - $59.9K
998 $59.8M
FYX
First Tr Small Cap Core Alphad

ETFs
578
New
$79.22 - $97.28 $45.8K - $56.2K
578 $59.4M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
3.93K
New
$10.79 - $14.14 $42.4K - $55.5K
3.93K $59.3M
MAR
Marriott International Inc

Consumer Cyclical
224
New
$211.12 - $274.14 $47.3K - $61.4K
224 $59.2M
BK
Bank Of New York Mellon Corp

Financial Services
569
New
$73.31 - $91.62 $41.7K - $52.1K
569 $58.9M
NEM
Newmont Corp

Basic Materials
845
New
$44.18 - $59.46 $37.3K - $50.2K
845 $58.2M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
265
New
$170.2 - $211.82 $45.1K - $56.1K
265 $57.9M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
1K
New
$44.64 - $55.3 $44.6K - $55.3K
1K $57.9M
COOP
Mr. Cooper Group Inc.

Financial Services
299
New
$107.26 - $155.96 $32.1K - $46.6K
299 $57.3M
XOM
Exxon Mobil Corp

Energy
481
+ 23.81%
$99.93 - $119.04 $48.1K - $57.3K
2.5K $265M
CME
Cme Group Inc.

Financial Services
206
New
$252.37 - $290.71 $52K - $59.9K
206 $56.9M
XCEM
Columbia ETF Tr Ii

ETFs
1.62K
New
$26.68 - $34.18 $43.3K - $55.5K
1.62K $56.8M
ECL
Ecolab Inc.

Basic Materials
205
New
$225.65 - $270.95 $46.3K - $55.5K
205 $56.7M
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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