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
ACA
Arcosa, Inc.

Industrials
121
New
$70.66 - $90.53 $8.55K - $11K
121 $12M
ELV
Elevance Health, Inc.

Healthcare
41
New
$372.27 - $452.69 $15.3K - $18.6K
41 $12M
MGY
Magnolia Oil & Gas Corp

Energy
505
New
$19.6 - $25.72 $9.9K - $13K
505 $12M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
143
New
$67.02 - $83.8 $9.58K - $12K
143 $12M
LQD
Ishares Iboxx $ Investment Gra

ETFs
109
New
$105.23 - $109.61 $11.5K - $11.9K
109 $12M
AWK
American Water Works Company, Inc.

Utilities
84
New
$133.82 - $151.96 $11.2K - $12.8K
84 $11.9M
TBBK
Bancorp, Inc.

Financial Services
177
New
$40.93 - $57.59 $7.24K - $10.2K
177 $11.9M
KIM
Kimco Realty Corp

Real Estate
562
New
$18.7 - $21.69 $10.5K - $12.2K
562 $11.9M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
204
New
$41.45 - $54.46 $8.46K - $11.1K
204 $11.9M
LNT
Alliant Energy Corp

Utilities
183
New
$58.79 - $64.85 $10.8K - $11.9K
183 $11.9M
IP
International Paper CO

Consumer Cyclical
245
New
$43.89 - $54.46 $10.8K - $13.3K
245 $11.8M
GEO
Geo Group Inc

Real Estate
568
New
$23.11 - $31.67 $13.1K - $18K
568 $11.8M
CUBE
Cube Smart

Real Estate
304
New
$35.88 - $43.68 $10.9K - $13.3K
304 $11.8M
TMDX
Trans Medics Group, Inc.

Healthcare
90
New
$67.67 - $143.04 $6.09K - $12.9K
90 $11.8M
EXR
Extra Space Storage Inc.

Real Estate
87
New
$126.61 - $152.99 $11K - $13.3K
87 $11.8M
FTS
Fortis Inc.

Utilities
233
New
$44.42 - $49.76 $10.3K - $11.6K
233 $11.8M
DTE
Dte Energy CO

Utilities
84
New
$127.39 - $139.49 $10.7K - $11.7K
84 $11.8M
SCHQ
Schwab Strategic Tr Long Term

ETFs
372
New
$30.46 - $33.4 $11.3K - $12.4K
372 $11.7M
LUMN
Lumen Technologies, Inc.

Communication Services
2.96K
New
$3.07 - $4.51 $9.08K - $13.3K
2.96K $11.7M
XPO
Xpo Logistics, Inc.

Industrials
92
New
$91.46 - $128.1 $8.41K - $11.8K
92 $11.6M
ATI
Allegheny Technologies Inc

Industrials
154
New
$41.97 - $86.8 $6.46K - $13.4K
154 $11.6M
PSA
Public Storage

Real Estate
41
New
$266.31 - $309.77 $10.9K - $12.7K
41 $11.6M
NFG
National Fuel Gas CO

Energy
132
New
$73.0 - $86.01 $9.64K - $11.4K
132 $11.6M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
160
New
$59.24 - $71.39 $9.48K - $11.4K
160 $11.6M
ROK
Rockwell Automation, Inc

Industrials
34
New
$218.97 - $332.17 $7.44K - $11.3K
34 $11.6M
Rb Global Inc Com
99
New
N/A
99 $11.5M
AVAV
Aero Vironment Inc

Industrials
46
New
$111.65 - $284.95 $5.14K - $13.1K
46 $11.5M
FE
Firstenergy Corp

Utilities
264
New
$38.31 - $43.17 $10.1K - $11.4K
264 $11.5M
JOE
St Joe CO

Real Estate
227
New
$40.82 - $49.27 $9.27K - $11.2K
227 $11.5M
CACI
Caci International Inc

Technology
24
New
N/A
24 $11.5M
MLI
Mueller Industries Inc

Industrials
123
New
$68.45 - $79.6 $8.42K - $9.79K
123 $11.4M
AVB
Avalonbay Communities Inc

Real Estate
61
New
$187.23 - $215.61 $11.4K - $13.2K
61 $11.4M
NGG
National Grid PLC

Utilities
162
New
$62.74 - $74.79 $10.2K - $12.1K
162 $11.4M
AROC
Archrock, Inc.

Energy
474
New
$21.0 - $27.11 $9.95K - $12.9K
474 $11.4M
CSWI
Csw Industrials, Inc.

Industrials
41
New
$254.34 - $336.43 $10.4K - $13.8K
41 $11.3M
CM
Canadian Imperial Bank Of Commerce

Financial Services
155
New
$54.6 - $70.83 $8.46K - $11K
155 $11.3M
CADE
Cadence Bank

Financial Services
319
New
$26.42 - $32.41 $8.43K - $10.3K
319 $11.3M
TFX
Teleflex Inc

Healthcare
94
New
$117.53 - $141.38 $11K - $13.3K
94 $11.2M
BNS
Bank Of Nova Scotia

Financial Services
199
New
$44.56 - $55.27 $8.87K - $11K
199 $11.2M
MRCY
Mercury Systems Inc

Industrials
165
New
$41.52 - $53.87 $6.85K - $8.89K
165 $11.2M
CNM
Core & Main, Inc.

Industrials
171
New
$44.53 - $60.36 $7.61K - $10.3K
171 $11.2M
Coherent Corp Com
96
New
N/A
96 $11.2M
EL
Estee Lauder Companies Inc

Consumer Defensive
122
New
$50.06 - $80.8 $6.11K - $9.86K
122 $11.2M
RS
Reliance Steel & Aluminum CO

Basic Materials
39
New
$262.08 - $316.81 $10.2K - $12.4K
39 $11.2M
SBAC
Sba Communications Corp

Real Estate
51
New
$208.57 - $243.4 $10.6K - $12.4K
51 $11.2M
MKC
Mccormick & CO Inc

Consumer Defensive
161
New
$71.11 - $82.25 $11.4K - $13.2K
161 $11.1M
WWD
Woodward, Inc.

Industrials
44
New
$157.29 - $247.55 $6.92K - $10.9K
44 $11.1M
TDY
Teledyne Technologies Inc

Technology
20
New
$435.54 - $512.31 $8.71K - $10.2K
20 $11M
GWRE
Guidewire Software, Inc.

Technology
53
New
$172.73 - $257.37 $9.15K - $13.6K
53 $11M
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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