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
MSI
Motorola Solutions, Inc.

Technology
92
New
$394.72 - $440.39 $36.3K - $40.5K
92 $43.4M
EXLS
Exl Service Holdings, Inc.

Technology
1.02K
New
$41.85 - $48.48 $42.6K - $49.4K
1.02K $43.3M
GNMA
Ishares Gnma Bond ETF

ETFs
990
New
$42.91 - $44.21 $42.5K - $43.8K
990 $43.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
542
New
$77.94 - $79.5 $42.2K - $43.1K
542 $43.1M
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
2.03K
New
$20.72 - $21.36 $42.1K - $43.4K
2.03K $43M
YUM
Yum Brands Inc

Consumer Cyclical
299
New
$138.36 - $161.45 $41.4K - $48.3K
299 $42.5M
JCI
Johnson Controls International PLC

Industrials
398
New
$71.14 - $105.62 $28.3K - $42K
398 $42.5M
AFL
Aflac Inc

Financial Services
409
New
$99.77 - $112.45 $40.8K - $46K
409 $42.4M
VEU
Vanguard Ftse All World Ex Us

ETFs
612
New
$54.19 - $67.22 $33.2K - $41.1K
612 $42.3M
AEP
American Electric Power CO Inc

Utilities
377
New
$98.59 - $109.11 $37.2K - $41.1K
377 $42.2M
DLR
Digital Realty Trust, Inc.

Real Estate
247
New
$136.11 - $177.69 $33.6K - $43.9K
247 $41.8M
HOOD
Robinhood Markets, Inc.

Technology
364
New
$34.17 - $93.63 $12.4K - $34.1K
364 $41.5M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
906
New
$38.96 - $44.84 $35.3K - $40.6K
906 $41.3M
MCD
Mcdonalds Corp

Consumer Cyclical
173
+ 17.21%
$285.55 - $321.23 $49.4K - $55.6K
1.18K $355M
CMCSA
Comcast Corp

Communication Services
1.28K
New
$32.84 - $36.72 $42.1K - $47.1K
1.28K $41.2M
CAH
Cardinal Health Inc

Healthcare
281
New
$125.0 - $168.0 $35.1K - $47.2K
281 $41.1M
EA
Electronic Arts Inc.

Communication Services
230
New
$132.53 - $159.7 $30.5K - $36.7K
230 $40.9M
XLY
Select Sector Spdr Consumer Di

ETFs
180
New
$176.34 - $218.59 $31.7K - $39.3K
180 $40.8M
Amplify Digital Payments ETF
705
New
N/A
705 $40.7M
INDA
Ishares Msci India Index Fund

ETFs
767
New
$49.13 - $55.86 $37.7K - $42.8K
767 $40.2M
BMY
Bristol Myers Squibb CO

Healthcare
864
New
$44.12 - $59.6 $38.1K - $51.5K
864 $40.2M
HCA
Hca Healthcare, Inc.

Healthcare
102
New
$317.61 - $387.52 $32.4K - $39.5K
102 $39.8M
ISCG
Ishares Morningstar Small Cap

ETFs
760
New
$39.44 - $49.76 $30K - $37.8K
760 $39.4M
FISV
Fiserv Inc

Technology
297
New
N/A
297 $39.4M
FXR
First Trust Industrials/Produc

ETFs
500
New
$60.85 - $74.22 $30.4K - $37.1K
500 $39.1M
SYF
Synchrony Financial

Financial Services
538
New
$43.81 - $66.74 $23.6K - $35.9K
538 $38.9M
BWA
Borgwarner Inc

Consumer Cyclical
969
New
$24.84 - $33.92 $24.1K - $32.9K
969 $38.9M
EMR
Emerson Electric CO

Industrials
292
New
$94.15 - $133.33 $27.5K - $38.9K
292 $38.8M
UBS
Ubs Group Ag

Financial Services
978
New
$26.12 - $33.82 $25.5K - $33.1K
978 $38.7M
ALL
Allstate Corp

Financial Services
187
New
$180.53 - $212.64 $33.8K - $39.8K
187 $38.6M
AWI
Armstrong World Industries Inc

Industrials
199
New
$126.1 - $163.12 $25.1K - $32.5K
199 $38.6M
RELX
Relx PLC

Communication Services
805
New
$45.31 - $55.66 $36.5K - $44.8K
805 $38.5M
MPC
Marathon Petroleum Corp

Energy
241
New
$118.55 - $170.08 $28.6K - $41K
241 $38.3M
GM
General Motors CO

Consumer Cyclical
705
New
$42.48 - $50.46 $29.9K - $35.6K
705 $38.2M
PSX
Phillips 66

Energy
317
New
$92.87 - $125.73 $29.4K - $39.9K
317 $38.1M
USB
Us Bancorp \De\

Financial Services
827
New
$36.4 - $45.76 $30.1K - $37.8K
827 $37.9M
PIPR
Piper Sandler Companies

Financial Services
112
New
$210.78 - $281.82 $23.6K - $31.6K
112 $37.7M
DOCU
Docusign, Inc.

Technology
554
New
$70.35 - $93.84 $39K - $52K
554 $37.7M
TTE
Total Energies Se

Energy
609
New
N/A
609 $37.6M
PHM
Pultegroup Inc

Consumer Cyclical
301
New
$92.02 - $106.54 $27.7K - $32.1K
301 $37.1M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
762
New
$47.89 - $48.65 $36.5K - $37.1K
762 $37M
AON
Aon PLC

Financial Services
102
New
$335.85 - $398.81 $34.3K - $40.7K
102 $37M
WDAY
Workday, Inc.

Technology
172
New
$210.47 - $274.71 $36.2K - $47.3K
172 $36.8M
IEF
Ishares Barclays

ETFs
383
New
$93.15 - $96.56 $35.7K - $37K
383 $36.5M
MTB
M&T Bank Corp

Financial Services
191
New
$156.58 - $193.99 $29.9K - $37.1K
191 $36.5M
KMI
Kinder Morgan, Inc.

Energy
1.37K
New
$25.21 - $29.4 $34.6K - $40.4K
1.37K $36.5M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.98K
New
$11.9 - $15.57 $23.6K - $30.8K
1.98K $36.4M
DY
Dycom Industries Inc

Industrials
130
New
$138.96 - $245.71 $18.1K - $31.9K
130 $36.4M
DHI
Horton D R Inc

Consumer Cyclical
227
New
$115.1 - $129.63 $26.1K - $29.4K
227 $36M
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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