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
NDSN
Nordson Corp

Industrials
46
New
$167.51 - $223.5 $7.71K - $10.3K
46 $9.93M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
80
New
$102.11 - $124.82 $8.17K - $9.99K
80 $9.9M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
233
New
$35.95 - $42.85 $8.38K - $9.98K
233 $9.82M
DLTR
Dollar Tree, Inc.

Consumer Defensive
86
New
$67.22 - $100.51 $5.78K - $8.64K
86 $9.81M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
19
New
$328.01 - $475.68 $6.23K - $9.04K
19 $9.8M
ESNT
Essent Group Ltd.

Financial Services
158
New
$52.78 - $61.24 $8.34K - $9.68K
158 $9.8M
SPSC
Sps Commerce Inc

Technology
90
New
$121.61 - $152.67 $10.9K - $13.7K
90 $9.76M
RNST
Renasant Corp

Financial Services
263
New
$27.68 - $36.52 $7.28K - $9.6K
263 $9.76M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
149
New
$50.27 - $62.05 $7.49K - $9.25K
149 $9.76M
Curbline Pptys Corp Com
431
New
N/A
431 $9.75M
MT
Arcelor Mittal

Basic Materials
289
New
$23.47 - $31.65 $6.78K - $9.15K
289 $9.64M
SIG
Signet Jewelers LTD

Consumer Cyclical
121
New
$50.77 - $82.74 $6.14K - $10K
121 $9.64M
OVV
Ovintiv Inc.

Energy
243
New
$31.18 - $44.14 $7.58K - $10.7K
243 $9.63M
CVLT
Commvault Systems Inc

Technology
50
New
$139.35 - $190.99 $6.97K - $9.55K
50 $9.63M
MGEE
Mge Energy Inc

Utilities
113
New
$86.85 - $93.48 $9.81K - $10.6K
113 $9.61M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
32
New
$179.95 - $278.88 $5.76K - $8.92K
32 $9.6M
MDU
Mdu Resources Group Inc

Industrials
578
New
$15.6 - $17.76 $9.02K - $10.3K
578 $9.58M
Smurfit Westrock PLC Shs
216
New
N/A
216 $9.56M
CIEN
Ciena Corp

Technology
99
New
$53.5 - $83.89 $5.3K - $8.31K
99 $9.54M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
79
New
$96.02 - $124.33 $7.59K - $9.82K
79 $9.54M
CNQ
Canadian Natural Resources LTD

Energy
318
New
$25.14 - $34.01 $7.99K - $10.8K
318 $9.51M
LIFE
A Tyr Pharma Inc

Healthcare
1.82K
New
N/A
1.82K $9.49M
CVCO
Cavco Industries Inc.

Consumer Cyclical
20
New
$396.53 - $537.62 $7.93K - $10.8K
20 $9.48M
REZI
Resideo Technologies, Inc.

Industrials
303
New
$14.69 - $22.46 $4.45K - $6.81K
303 $9.48M
AXON
Axon Enterprise, Inc.

Industrials
12
New
$497.13 - $827.94 $5.97K - $9.94K
12 $9.48M
Pagaya Technologies LTD Cl A New
300
New
N/A
300 $9.47M
Brookfield Asset Managmt LTD Cl A Lmt Vtg Shs
151
New
N/A
151 $9.46M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
291
New
$28.81 - $34.65 $8.38K - $10.1K
291 $9.44M
MYRG
Myr Group Inc.

Industrials
49
New
$101.85 - $182.61 $4.99K - $8.95K
49 $9.44M
IDA
Idacorp Inc

Utilities
75
New
$111.01 - $119.72 $8.33K - $8.98K
75 $9.42M
PI
Impinj Inc

Technology
58
New
$62.54 - $125.05 $3.63K - $7.25K
58 $9.42M
LAMR
Lamar Advertising CO

Real Estate
80
New
$102.35 - $121.67 $8.19K - $9.73K
80 $9.38M
PBA
Pembina Pipeline Corp

Energy
263
New
$35.16 - $40.88 $9.25K - $10.8K
263 $9.38M
FDEV
Fidelity International Multifa

ETFs
285
New
$26.86 - $32.58 $7.66K - $9.29K
285 $9.37M
CATY
Cathay General Bancorp

Financial Services
197
New
$37.32 - $45.67 $7.35K - $9K
197 $9.37M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
53
New
$153.22 - $199.8 $8.12K - $10.6K
53 $9.37M
PTGX
Protagonist Therapeutics, Inc

Healthcare
171
New
$40.89 - $56.37 $6.99K - $9.64K
171 $9.33M
FICO
Fair Isaac Corp

Technology
7
New
$1503.62 - $2206.01 $10.5K - $15.4K
7 $9.3M
GEFB
Greif, Inc. Cl B
131
New
N/A
131 $9.28M
KAR
Kar Auction Services, Inc.

Consumer Cyclical
324
New
$17.57 - $24.45 $5.69K - $7.92K
324 $9.28M
ICUI
Icu Medical Inc

Healthcare
84
New
$127.74 - $151.04 $10.7K - $12.7K
84 $9.27M
TER
Teradyne, Inc

Technology
83
New
$67.96 - $91.05 $5.64K - $7.56K
83 $9.27M
ZETA
Zeta Global Holdings Corp.

Technology
500
New
$11.02 - $16.81 $5.51K - $8.41K
500 $9.27M
MRNA
Moderna, Inc.

Healthcare
361
New
$23.65 - $28.54 $8.54K - $10.3K
361 $9.26M
RSP
Invesco S&P 500 Equal Weight E

ETFs
50
New
$152.93 - $181.74 $7.65K - $9.09K
50 $9.25M
EIX
Edison International

Utilities
165
New
$48.32 - $59.92 $7.97K - $9.89K
165 $9.23M
CPK
Chesapeake Utilities Corp

Utilities
74
New
$116.0 - $135.5 $8.58K - $10K
74 $9.21M
AR
Antero Resources Corp

Energy
284
New
$31.92 - $43.78 $9.07K - $12.4K
284 $9.19M
EUFN
Ishares Msci Europe Financials

ETFs
270
New
$24.77 - $32.27 $6.69K - $8.71K
270 $9.17M
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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