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
PHG
Koninklijke Philips Nv

Healthcare
172
New
$21.67 - $25.64 $3.73K - $4.41K
172 $4.64M
NTRA
Natera, Inc.

Healthcare
29
New
$132.23 - $171.87 $3.83K - $4.98K
29 $4.63M
SFNC
Simmons First National Corp

Financial Services
234
New
$17.39 - $20.55 $4.07K - $4.81K
234 $4.63M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
97
New
$46.47 - $47.67 $4.51K - $4.62K
97 $4.62M
MTZ
Mastec Inc

Industrials
25
New
$106.07 - $171.99 $2.65K - $4.3K
25 $4.61M
RING
Ishares Inc Msci Global Gold M

ETFs
93
New
$34.72 - $45.62 $3.23K - $4.24K
93 $4.61M
America Movil Sab De Cv Spon Ads Rp Cl B
241
New
N/A
241 $4.6M
INCY
Incyte Corp

Healthcare
56
New
$55.17 - $71.22 $3.09K - $3.99K
56 $4.57M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
240
New
$17.17 - $19.9 $4.12K - $4.78K
240 $4.56M
BSIG
Bright Sphere Investment Group Inc.

Financial Services
95
New
N/A
95 $4.54M
MPW
Medical Properties Trust Inc

Real Estate
1.13K
New
$4.31 - $5.91 $4.87K - $6.68K
1.13K $4.5M
KWR
Quaker Chemical Corp

Basic Materials
34
New
$97.26 - $124.36 $3.31K - $4.23K
34 $4.5M
CNO
Cno Financial Group, Inc.

Financial Services
119
New
$36.12 - $42.37 $4.3K - $5.04K
119 $4.49M
VOD
Vodafone Group Public LTD CO

Communication Services
389
New
$8.19 - $10.66 $3.19K - $4.15K
389 $4.49M
CNHI
Cnh Industrial N.V.

Industrials
358
New
N/A
358 $4.48M
PARR
Par Pacific Holdings, Inc.

Energy
159
New
$12.23 - $27.87 $1.94K - $4.43K
159 $4.47M
CCK
Crown Holdings Inc

Consumer Cyclical
44
New
$78.47 - $104.45 $3.45K - $4.6K
44 $4.47M
ROLL
Rbc Bearings Inc

Industrials
11
New
N/A
11 $4.46M
FDS
Factset Research Systems Inc

Financial Services
12
New
$398.85 - $473.32 $4.79K - $5.68K
12 $4.45M
Sandisk Corp Com
95
New
N/A
95 $4.45M
BL
Blackline, Inc.

Technology
90
New
$42.27 - $58.22 $3.8K - $5.24K
90 $4.44M
CELH
Celsius Holdings, Inc.

Consumer Defensive
81
New
$33.89 - $46.39 $2.75K - $3.76K
81 $4.43M
CXW
Core Civic, Inc.

Real Estate
213
New
$19.06 - $23.06 $4.06K - $4.91K
213 $4.41M
JEF
Jefferies Financial Group Inc.

Financial Services
72
New
$41.06 - $56.09 $2.96K - $4.04K
72 $4.41M
STLD
Steel Dynamics Inc

Basic Materials
35
New
N/A
35 $4.4M
Masterbrand Inc Common Stock
352
New
N/A
352 $4.39M
CAG
Conagra Brands Inc.

Consumer Defensive
225
New
$20.4 - $26.78 $4.59K - $6.03K
225 $4.39M
POOL
Pool Corp

Industrials
14
New
$285.0 - $325.66 $3.99K - $4.56K
14 $4.38M
MSEX
Middlesex Water CO

Utilities
81
New
$54.18 - $66.57 $4.39K - $5.39K
81 $4.37M
CRC
California Resources Corp

Energy
90
New
$32.4 - $47.27 $2.92K - $4.25K
90 $4.37M
Millrose Pptys Inc Com Cl A
137
New
N/A
137 $4.35M
SJM
J M Smucker CO

Consumer Defensive
39
New
$94.41 - $118.52 $3.68K - $4.62K
39 $4.34M
VNT
Vontier Corp

Technology
103
New
$28.04 - $37.3 $2.89K - $3.84K
103 $4.33M
CSGS
Csg Systems International Inc

Technology
70
New
$56.51 - $66.33 $3.96K - $4.64K
70 $4.33M
SNAP
Snap Inc

Communication Services
594
New
$7.23 - $9.21 $4.29K - $5.47K
594 $4.32M
FMX
Mexican Economic Development Inc

Consumer Defensive
50
New
$92.5 - $107.84 $4.63K - $5.39K
50 $4.31M
CLSK
Cleanspark, Inc.

Technology
433
New
$6.74 - $11.03 $2.92K - $4.78K
433 $4.3M
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
141
New
$25.26 - $29.45 $3.56K - $4.15K
141 $4.29M
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
74
New
$47.79 - $56.03 $3.54K - $4.15K
74 $4.25M
SNA
Snap On Inc

Industrials
13
New
$292.36 - $342.2 $3.8K - $4.45K
13 $4.23M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
167
New
$24.66 - $25.17 $4.12K - $4.2K
167 $4.21M
HST
Host Hotels & Resorts, Inc.

Real Estate
267
New
$12.7 - $16.07 $3.39K - $4.29K
267 $4.21M
VBTX
Veritex Holdings, Inc.

Financial Services
132
New
$20.77 - $26.15 $2.74K - $3.45K
132 $4.19M
CPNG
Coupang, Inc.

Consumer Cyclical
148
New
$19.76 - $30.81 $2.92K - $4.56K
148 $4.17M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
169
New
$23.18 - $30.7 $3.92K - $5.19K
169 $4.16M
FLO
Flowers Foods Inc

Consumer Defensive
251
New
$15.86 - $19.21 $3.98K - $4.82K
251 $4.13M
HUM
Humana Inc

Healthcare
15
New
$224.93 - $295.04 $3.37K - $4.43K
15 $4.12M
JPEM
Jp Morgan Diversified Return

ETFs
71
New
$48.41 - $56.7 $3.44K - $4.03K
71 $4.12M
SIVR
Abrdn Silver ETF Trust

ETFs
114
New
$28.36 - $35.37 $3.23K - $4.03K
114 $4.12M
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
Track This Portfolio

Track Twin Peaks Wealth Advisors, LLC Portfolio

Follow Twin Peaks Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Twin Peaks Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email