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
ADC
Agree Realty Corp

Real Estate
73
New
$70.68 - $79.12 $5.16K - $5.78K
73 $5.3M
HAYW
Hayward Holdings, Inc.

Industrials
337
New
$11.32 - $14.76 $3.81K - $4.97K
337 $5.3M
NWBI
Northwest Bancshares, Inc.

Financial Services
438
New
$10.9 - $12.84 $4.77K - $5.62K
438 $5.27M
NWS
News Corp New Cl B Com Stk (De

Communication Services
158
New
$27.41 - $34.31 $4.33K - $5.42K
158 $5.26M
WD
Walker & Dunlop, Inc.

Financial Services
63
New
$66.0 - $85.06 $4.16K - $5.36K
63 $5.25M
RKT
Rocket Companies, Inc.

Financial Services
286
New
$11.11 - $15.4 $3.18K - $4.4K
286 $5.23M
Tko Group Holdings Inc Cl A
28
New
N/A
28 $5.21M
EXPD
Expeditors International Of Washington Inc

Industrials
43
New
$102.84 - $122.24 $4.42K - $5.26K
43 $5.19M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
214
New
$15.5 - $20.28 $3.32K - $4.34K
214 $5.19M
FRPT
Freshpet, Inc.

Consumer Defensive
82
New
$67.88 - $89.64 $5.57K - $7.35K
82 $5.14M
STM
St Microelectronics N.V.

Technology
194
New
$17.78 - $30.41 $3.45K - $5.9K
194 $5.09M
AIN
Albany International Corp

Consumer Cyclical
81
New
$59.75 - $70.94 $4.84K - $5.75K
81 $5.09M
SOFI
So Fi Technologies, Inc.

Financial Services
215
New
$9.5 - $18.21 $2.04K - $3.92K
215 $5.09M
INDB
Independent Bank Corp

Financial Services
76
New
$53.62 - $65.63 $4.08K - $4.99K
76 $5.08M
WYNN
Wynn Resorts LTD

Consumer Cyclical
45
New
$66.1 - $97.75 $2.97K - $4.4K
45 $5.06M
STC
Stewart Information Services Corp

Financial Services
72
New
$59.82 - $72.65 $4.31K - $5.23K
72 $5.05M
PEAK
Healthpeak Properties, Inc.

Real Estate
297
New
N/A
297 $5.05M
KRYS
Krystal Biotech, Inc.

Healthcare
35
New
$123.36 - $181.0 $4.32K - $6.34K
35 $5.03M
TRUP
Trupanion, Inc.

Financial Services
99
New
$32.91 - $56.45 $3.26K - $5.59K
99 $5.02M
VIST
Vista Energy, S.A.B. De C.V.

Energy
118
New
$34.98 - $53.05 $4.13K - $6.26K
118 $5.01M
PRGS
Progress Software Corp

Technology
113
New
$54.68 - $64.66 $6.18K - $7.31K
113 $5.01M
Penguin Solutions Inc Com
206
New
N/A
206 $4.99M
IWN
Ishares Russell2000 Val ETF

ETFs
30
New
$131.84 - $157.76 $3.96K - $4.73K
30 $4.98M
CVI
Cvr Energy Inc

Energy
191
New
$16.06 - $28.28 $3.07K - $5.4K
191 $4.97M
CNS
Cohen & Steers, Inc.

Financial Services
66
New
$70.24 - $83.51 $4.64K - $5.51K
66 $4.97M
PEN
Penumbra Inc

Healthcare
20
New
$253.22 - $299.78 $5.06K - $6K
20 $4.97M
INVH
Invitation Homes Inc.

Real Estate
165
New
$30.53 - $35.47 $5.04K - $5.85K
165 $4.96M
AVNS
Avanos Medical, Inc.

Healthcare
456
New
$12.03 - $14.52 $5.49K - $6.62K
456 $4.92M
ALB
Albemarle Corp

Basic Materials
63
New
$50.76 - $72.25 $3.2K - $4.55K
63 $4.91M
IDEV
Ishares Core Msci Intl Develop

ETFs
63
New
$61.79 - $76.67 $3.89K - $4.83K
63 $4.91M
FHN
First Horizon Corp

Financial Services
223
New
$16.21 - $21.2 $3.61K - $4.73K
223 $4.89M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
113
New
$37.32 - $42.19 $4.22K - $4.77K
113 $4.85M
ADEA
Adeia Inc.

Technology
328
New
$11.23 - $14.24 $3.68K - $4.67K
328 $4.85M
BBD
Bank Bradesco

Financial Services
1.59K
New
$2.02 - $3.09 $3.22K - $4.92K
1.59K $4.81M
SJW
Sjw Group

Utilities
96
New
$50.1 - $56.8 $4.81K - $5.45K
96 $4.8M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
74
New
$60.03 - $72.0 $4.44K - $5.33K
74 $4.8M
PGNY
Progyny, Inc.

Healthcare
220
New
$20.52 - $23.42 $4.51K - $5.15K
220 $4.79M
BOH
Bank Of Hawaii Corp

Financial Services
73
New
$60.02 - $70.83 $4.38K - $5.17K
73 $4.79M
KHC
Kraft Heinz CO

Consumer Defensive
175
New
$25.61 - $30.81 $4.48K - $5.39K
175 $4.78M
DXPE
Dxp Enterprises Inc

Industrials
39
New
$71.8 - $92.02 $2.8K - $3.59K
39 $4.77M
MSM
Msc Industrial Direct CO Inc

Industrials
55
New
$70.15 - $85.48 $3.86K - $4.7K
55 $4.75M
STBA
S&T Bancorp Inc

Financial Services
125
New
$32.89 - $38.76 $4.11K - $4.85K
125 $4.73M
ALGM
Allegro Microsystems, Inc.

Technology
148
New
$16.53 - $34.19 $2.45K - $5.06K
148 $4.72M
JBGS
Jbg Smith Properties

Real Estate
237
New
$13.98 - $18.4 $3.31K - $4.36K
237 $4.72M
OMC
Omnicom Group Inc.

Communication Services
64
New
$69.22 - $79.77 $4.43K - $5.11K
64 $4.72M
TU
Telus Corp

Communication Services
292
New
$13.82 - $16.49 $4.04K - $4.82K
292 $4.69M
ZM
Zoom Video Communications, Inc.

Technology
67
New
$66.7 - $84.62 $4.47K - $5.67K
67 $4.69M
BDN
Brandywine Realty Trust

Real Estate
1.18K
New
$3.5 - $4.58 $4.13K - $5.4K
1.18K $4.67M
CNXN
Pc Connection Inc

Technology
74
New
$58.9 - $70.64 $4.36K - $5.23K
74 $4.64M
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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