Twin Peaks Wealth Advisors, LLC Incresed Positions in Q1 2025

Twin Peaks Wealth Advisors, LLC

  • $220 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.92K
+ 501.28%
$360.07 - $417.26 $1.41M - $1.63M
4.7K $1.65B
IVE
Ishares S&P 500 Value ETF

ETFs
7.75K
+ 56.7%
$185.78 - $198.58 $1.44M - $1.54M
21.4K $3.85B
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.61K
+ 25.77%
$168.16 - $186.21 $1.28M - $1.42M
37.1K $6.11B
IAU
Ishares Gold Trust

ETFs
11.1K
+ 107.33%
$49.74 - $58.96 $553K - $655K
21.5K $1.31B
IEMG
Ishares Inc

ETFs
14.6K
+ 51.97%
N/A
42.8K $2.23B
INTU
Intuit Inc

Technology
1.01K
+ 168.28%
$555.63 - $630.23 $560K - $635K
1.61K $955M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
7.33K
+ 7.14%
$59.78 - $60.03 $438K - $440K
110K $6.58B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
6.75K
+ 4.24%
$44.72 - $46.25 $302K - $312K
166K $7.56B
CRWD
Crowd Strike Holdings, Inc.

Technology
812
+ 134.66%
$308.86 - $455.36 $251K - $370K
1.42K $556M
JGRO
J P Morgan Exchange Traded Fd
5.07K
+ 137.55%
N/A
8.76K $629M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
5.51K
+ 120.54%
$61.9 - $66.89 $341K - $369K
10.1K $607M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
4.48K
+ 39.74%
$56.44 - $64.13 $253K - $287K
15.7K $953M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.76K
+ 40.38%
$64.88 - $72.1 $374K - $415K
20K $1.27B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
62
+ 2.11%
$442.66 - $534.52 $27.4K - $33.1K
2.99K $1.58B
IVW
Ishares S&P 500 Growth ETF

ETFs
8.89K
+ 16.73%
$92.45 - $106.69 $822K - $948K
62K $5.64B
VGT
Vanguard Information Technolog

ETFs
515
+ 102.59%
$542.38 - $646.34 $279K - $333K
1.02K $535M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.15K
+ 18.62%
$196.12 - $229.48 $226K - $264K
7.33K $1.46B
UBER
Uber Technologies, Inc

Technology
238
+ 2.66%
$63.17 - $81.49 $15K - $19.4K
9.18K $680M
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.46K
+ 18.7%
$99.5 - $110.97 $245K - $273K
15.6K $1.52B
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.24K
+ 28.99%
$45.56 - $47.23 $102K - $106K
9.98K $461M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
2.15K
+ 27.4%
N/A
10K $456M
FDL
First Tr Morningstar Dividend

ETFs
2.45K
+ 27.37%
$39.69 - $43.83 $97.4K - $108K
11.4K $457M
Jpmorgan Active Bond ETF
1.68K
+ 23.22%
N/A
8.89K $470M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
261
+ 1.05%
$51.39 - $57.43 $13.4K - $15K
25.1K $1.37B
Ishares Flexible Income Active ETF
1.37K
+ 7.4%
N/A
19.8K $1.02B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
357
+ 12.82%
$507.05 - $563.67 $181K - $201K
3.14K $1.55B
V
Visa Inc.

Financial Services
31
+ 1.98%
$306.92 - $362.71 $9.51K - $11.2K
1.6K $537M
KLAC
Kla Corp

Technology
24
+ 4.81%
$636.62 - $777.63 $15.3K - $18.7K
523 $354M
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 0.87%
$890.62 - $1076.86 $3.56K - $4.31K
466 $455M
PG
Procter & Gamble CO

Consumer Defensive
139
+ 6.6%
$158.56 - $176.26 $22K - $24.5K
2.25K $378M
LLY
Eli Lilly & CO

Healthcare
46
+ 5.88%
$725.72 - $929.72 $33.4K - $42.8K
828 $627M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
950
+ 22.86%
$53.6 - $58.97 $50.9K - $56K
5.11K $256M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
1.17K
+ 25.36%
$40.67 - $48.92 $47.6K - $57.2K
5.78K $225M
First Trust Intermediate Duration Investment Grade Corporate ETF
812
+ 1.62%
N/A
51K $1.04B
MA
Mastercard Inc

Financial Services
41
+ 8.74%
$504.67 - $576.31 $20.7K - $23.6K
510 $264M
WMT
Walmart Inc.

Consumer Defensive
2
+ 0.06%
$84.5 - $105.05 $169 - $210
3.4K $319M
FSIG
First Tr ETF Iv LTD Duration I
403
+ 1.67%
$18.74 - $19.04 $7.55K - $7.67K
24.5K $463M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
1.45K
+ 22.73%
$32.02 - $41.58 $46.4K - $60.2K
7.82K $242M
AMAT
Applied Materials Inc

Technology
170
+ 12.93%
$145.06 - $195.51 $24.7K - $33.2K
1.49K $216M
ORCL
Oracle Corp

Technology
371
+ 24.97%
$139.81 - $186.47 $51.9K - $69.2K
1.86K $249M
CMF
Ishares California Muni Bond E

ETFs
206
+ 3.76%
$55.93 - $57.47 $11.5K - $11.8K
5.68K $314M
GS
Goldman Sachs Group Inc

Financial Services
51
+ 12.32%
$524.81 - $672.19 $26.8K - $34.3K
465 $236M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
59
+ 0.68%
$42.5 - $46.71 $2.51K - $2.76K
8.68K $378M
COF
Capital One Financial Corp

Financial Services
57
+ 4.45%
$163.87 - $209.82 $9.34K - $12K
1.34K $219M
VO
Vanguard Mid Cap ETF

ETFs
202
+ 6.04%
$251.87 - $277.95 $50.9K - $56.1K
3.55K $873M
IYW
Ishares Dj Us Tech ETF

ETFs
1.89K
+ 15.84%
$140.44 - $166.79 $265K - $315K
13.8K $1.89B
MCO
Moodys Corp

Financial Services
41
+ 4.68%
$437.8 - $527.48 $17.9K - $21.6K
917 $399M
IWP
Ishares Russell Mid Cap Growth

ETFs
265
+ 6.8%
$114.9 - $139.6 $30.4K - $37K
4.16K $476M
ADBE
Adobe Inc.

Technology
122
+ 15.4%
$377.84 - $464.11 $46.1K - $56.6K
914 $320M
Activity Summary
Buys All Purchases 70 New Holdings 14 Increased Positions 56 Sells All Sells 67 Reductions 67 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