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
ZWS
Zurn Water Solutions Corp

Industrials
356
New
$28.5 - $37.54 $10.1K - $13.4K
356 $16.1M
TROW
Price T Rowe Group Inc

Financial Services
149
New
$80.27 - $98.06 $12K - $14.6K
149 $16M
FNX
First Tr Mid Cap Core Alphadex

ETFs
134
New
$94.92 - $114.85 $12.7K - $15.4K
134 $16M
A
Agilent Technologies, Inc.

Healthcare
136
New
$99.29 - $120.52 $13.5K - $16.4K
136 $16M
NOV
Nov Inc.

Energy
1.32K
New
$11.11 - $15.41 $14.6K - $20.3K
1.32K $16M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
148
New
$107.83 - $119.94 $16K - $17.8K
148 $16M
TGT
Target Corp

Consumer Defensive
150
New
$88.76 - $105.77 $13.3K - $15.9K
150 $15.9M
ILMN
Illumina, Inc.

Healthcare
164
New
$70.3 - $95.41 $11.5K - $15.6K
164 $15.9M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
267
New
$48.22 - $60.41 $12.9K - $16.1K
267 $15.9M
STAG
Stag Industrial, Inc.

Real Estate
458
New
$30.08 - $37.02 $13.8K - $17K
458 $15.9M
SXT
Sensient Technologies Corp

Basic Materials
134
New
$68.75 - $98.6 $9.21K - $13.2K
134 $15.9M
BWAY
Brainsway Ltd.

Healthcare
1.3K
New
$7.86 - $13.15 $10.2K - $17.1K
1.3K $15.8M
NTES
Net Ease, Inc.

Communication Services
121
New
$91.37 - $134.58 $11.1K - $16.3K
121 $15.8M
URBN
Urban Outfitters Inc

Consumer Cyclical
202
New
$43.24 - $75.26 $8.73K - $15.2K
202 $15.8M
NMIH
Nmi Holdings, Inc.

Financial Services
396
New
$32.79 - $42.24 $13K - $16.7K
396 $15.7M
IBB
Ishares Biotechnology ETF

ETFs
117
New
$112.02 - $129.0 $13.1K - $15.1K
117 $15.7M
ALC
Alcon Inc

Healthcare
182
New
$82.88 - $98.3 $15.1K - $17.9K
182 $15.7M
CASY
Caseys General Stores Inc

Consumer Cyclical
30
New
$415.82 - $510.91 $12.5K - $15.3K
30 $15.6M
TTMI
Ttm Technologies Inc

Technology
334
New
$17.57 - $40.82 $5.87K - $13.6K
334 $15.6M
MTH
Meritage Homes Corp

Consumer Cyclical
208
New
$62.44 - $71.44 $13K - $14.9K
208 $15.5M
RDN
Radian Group Inc

Financial Services
447
New
$30.48 - $36.53 $13.6K - $16.3K
447 $15.5M
PII
Polaris Inc.

Consumer Cyclical
280
New
$31.97 - $42.61 $8.95K - $11.9K
280 $15.5M
GLD
Spdr Gold Trust

ETFs
50
New
$273.71 - $316.29 $13.7K - $15.8K
50 $15.4M
SQ
Block, Inc.

Technology
207
New
N/A
207 $15.4M
VONV
Vanguard Russell 1000 Value Et

ETFs
178
New
$73.19 - $85.21 $13K - $15.2K
178 $15.4M
PIZ
Invesco Exchange Traded Fd Tr
332
New
N/A
332 $15.4M
THC
Tenet Healthcare Corp

Healthcare
90
New
$110.41 - $176.0 $9.94K - $15.8K
90 $15.3M
JBT
John Bean Technologies Corp

Industrials
108
New
N/A
108 $15.2M
PJT
Pjt Partners Inc.

Financial Services
83
New
$125.44 - $166.41 $10.4K - $13.8K
83 $15.2M
HPE
Hewlett Packard Enterprise CO

Technology
710
New
$12.51 - $20.45 $8.88K - $14.5K
710 $15.1M
MPWR
Monolithic Power Systems Inc

Technology
18
New
$455.19 - $737.73 $8.19K - $13.3K
18 $15.1M
KB
Kb Financial Group Inc.

Financial Services
181
New
$46.88 - $82.59 $8.49K - $14.9K
181 $15.1M
WTW
Willis Towers Watson PLC

Financial Services
46
New
$295.96 - $337.43 $13.6K - $15.5K
46 $15.1M
BIDU
Baidu, Inc.

Communication Services
171
New
$76.86 - $92.5 $13.1K - $15.8K
171 $15M
JBL
Jabil Inc

Technology
65
New
$116.88 - $218.1 $7.6K - $14.2K
65 $15M
IBN
Icici Bank LTD

Financial Services
459
New
$30.16 - $34.39 $13.8K - $15.8K
459 $14.9M
Coreweave Inc Com Cl A
100
New
N/A
100 $14.9M
MFC
Manulife Financial Corp

Financial Services
493
New
$26.93 - $32.44 $13.3K - $16K
493 $14.9M
EQH
Equitable Holdings, Inc.

Financial Services
271
New
$43.98 - $56.1 $11.9K - $15.2K
271 $14.9M
Jpmorgan U.S. Tech Leaders ETF
174
New
N/A
174 $14.9M
ACWF
Ishares Msci Global Multifacto

ETFs
295
New
N/A
295 $14.7M
ERJ
Embraer S.A.

Industrials
250
New
$40.42 - $56.91 $10.1K - $14.2K
250 $14.7M
GRMN
Garmin LTD

Technology
63
New
$173.63 - $218.07 $10.9K - $13.7K
63 $14.7M
CALM
Cal Maine Foods Inc

Consumer Defensive
136
New
$90.17 - $103.07 $12.3K - $14K
136 $14.7M
MC
Moelis & CO

Financial Services
199
New
$48.86 - $62.99 $9.72K - $12.5K
199 $14.6M
EXC
Exelon Corp

Utilities
328
New
$42.2 - $47.37 $13.8K - $15.5K
328 $14.6M
BMI
Badger Meter Inc

Technology
76
New
$170.72 - $254.17 $13K - $19.3K
76 $14.6M
HLN
Haleon PLC

Healthcare
1.53K
New
$9.27 - $11.41 $14.1K - $17.4K
1.53K $14.6M
HWKN
Hawkins Inc

Basic Materials
79
New
$103.32 - $143.95 $8.16K - $11.4K
79 $14.6M
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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