Twin Peaks Wealth Advisors, LLC New Holdings in Q2 2025

Twin Peaks Wealth Advisors, LLC

  • $309 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ATGE
Adtalem Global Education Inc.

Consumer Defensive
165
New
$97.32 - $136.25 $16.1K - $22.5K
165 $21M
TTD
Trade Desk, Inc.

Technology
393
New
$45.27 - $79.4 $17.8K - $31.2K
393 $20.9M
ONB
Old National Bancorp

Financial Services
976
New
$17.95 - $22.57 $17.5K - $22K
976 $20.9M
DGX
Quest Diagnostics Inc

Healthcare
117
New
N/A
117 $20.9M
IR
Ingersoll Rand Inc.

Industrials
266
New
$66.75 - $84.94 $17.8K - $22.6K
266 $20.9M
IDXX
Idexx Laboratories Inc

Healthcare
32
New
$361.04 - $536.34 $11.6K - $17.2K
32 $20.9M
PPL
Ppl Corp

Utilities
565
New
$33.45 - $36.5 $18.9K - $20.6K
565 $20.8M
NSC
Norfolk Southern Corp

Industrials
75
New
$206.34 - $257.46 $15.5K - $19.3K
75 $20.8M
RYT
Invesco S&P 500 Equal Weight T

ETFs
500
New
N/A
500 $20.7M
FITB
Fifth Third Bancorp

Financial Services
490
New
$33.32 - $41.51 $16.3K - $20.3K
490 $20.7M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
319
New
$51.36 - $62.5 $16.4K - $19.9K
319 $20.6M
F
Ford Motor CO

Consumer Cyclical
1.83K
New
$8.69 - $10.85 $15.9K - $19.8K
1.83K $20.6M
RPG
Invesco Exchange Traded Fd Tr

ETFs
440
New
$33.86 - $45.77 $14.9K - $20.1K
440 $20.6M
IX
Orix Corp

Financial Services
806
New
$18.25 - $22.52 $14.7K - $18.2K
806 $20.5M
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
942
New
$20.3 - $22.0 $19.1K - $20.7K
942 $20.5M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
118
New
$89.13 - $167.48 $10.5K - $19.8K
118 $20.4M
VNQ
Vanguard Specialized Funds Van

ETFs
229
New
$79.79 - $91.42 $18.3K - $20.9K
229 $20.4M
CTRE
Care Trust Reit, Inc.

Real Estate
616
New
$26.65 - $30.69 $16.4K - $18.9K
616 $20.3M
MARA
Marathon Digital Holdings, Inc.

Financial Services
1.28K
New
N/A
1.28K $20.1M
MMSI
Merit Medical Systems Inc

Healthcare
237
New
$88.48 - $107.04 $21K - $25.4K
237 $20.1M
PAYX
Paychex Inc

Industrials
147
New
$137.01 - $159.78 $20.1K - $23.5K
147 $19.8M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
89
New
$167.22 - $212.42 $14.9K - $18.9K
89 $19.8M
IGM
Ishares Expanded Tech Sector E

ETFs
166
New
$79.8 - $112.34 $13.2K - $18.6K
166 $19.8M
BR
Broadridge Financial Solutions, Inc.

Technology
75
New
$217.22 - $246.25 $16.3K - $18.5K
75 $19.7M
GPI
Group 1 Automotive Inc

Consumer Cyclical
44
New
$372.3 - $448.86 $16.4K - $19.7K
44 $19.5M
FN
Fabrinet

Technology
56
New
$171.03 - $298.93 $9.58K - $16.7K
56 $19.5M
KFY
Korn Ferry

Industrials
270
New
$59.48 - $74.54 $16.1K - $20.1K
270 $19.4M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
182
New
$90.58 - $109.05 $16.5K - $19.8K
182 $19.3M
RGLD
Royal Gold Inc

Basic Materials
112
New
$155.48 - $186.71 $17.4K - $20.9K
112 $19.3M
VBR
Vanguard Small Cap Value ETF

ETFs
95
New
$162.76 - $195.77 $15.5K - $18.6K
95 $19.2M
FMC
Fmc Corp

Basic Materials
544
New
$33.98 - $44.06 $18.5K - $24K
544 $19.1M
SKYW
Skywest Inc

Industrials
163
New
$79.41 - $103.84 $12.9K - $16.9K
163 $19.1M
LYG
Lloyds Banking Group PLC

Financial Services
4.2K
New
$3.32 - $4.29 $13.9K - $18K
4.2K $19M
CG
Carlyle Group Inc.

Financial Services
292
New
$34.78 - $51.4 $10.2K - $15K
292 $18.9M
OXY
Occidental Petroleum Corp

Energy
425
New
$36.11 - $49.33 $15.3K - $21K
425 $18.8M
AGX
Argan Inc

Industrials
78
New
$120.08 - $243.11 $9.37K - $19K
78 $18.8M
Amplify Video Game Tech ETF
200
New
N/A
200 $18.7M
JLL
Jones Lang Lasalle Inc

Real Estate
66
New
$204.57 - $256.96 $13.5K - $17K
66 $18.7M
FLEX
Flex Ltd.

Technology
361
New
$26.68 - $50.09 $9.63K - $18.1K
361 $18.7M
AUB
Atlantic Union Bankshares Corp

Financial Services
560
New
$23.85 - $32.24 $13.4K - $18.1K
560 $18.7M
SHAK
Shake Shack Inc.

Consumer Cyclical
169
New
$75.85 - $140.6 $12.8K - $23.8K
169 $18.6M
XLG
Invesco Exchange Traded Fd Tr

ETFs
338
New
$40.94 - $52.1 $13.8K - $17.6K
338 $18.6M
TD
Toronto Dominion Bank

Financial Services
254
New
$55.71 - $73.45 $14.2K - $18.7K
254 $18.6M
EVR
Evercore Inc.

Financial Services
60
New
$163.77 - $271.5 $9.83K - $16.3K
60 $18.5M
Fidelity Enhanced Large Cap Core ETF
516
New
N/A
516 $18.5M
HDB
Hdfc Bank LTD

Financial Services
249
New
$63.78 - $77.48 $15.9K - $19.3K
249 $18.4M
E
Eni Spa

Energy
528
New
$25.19 - $32.93 $13.3K - $17.4K
528 $18.3M
XLE
Energy Sector Spdr

ETFs
216
New
$76.44 - $94.13 $16.5K - $20.3K
216 $18.3M
SLAB
Silicon Laboratories Inc.

Technology
139
New
$86.17 - $148.63 $12K - $20.7K
139 $18.2M
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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