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
NBTB
Nbt Bancorp Inc

Financial Services
74
New
$38.62 - $44.8 $2.86K - $3.32K
74 $3.17M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
43
New
$67.83 - $92.33 $2.92K - $3.97K
43 $3.17M
MOH
Molina Healthcare, Inc.

Healthcare
20
New
$290.25 - $353.24 $5.81K - $7.06K
20 $3.15M
FULT
Fulton Financial Corp

Financial Services
170
New
$15.13 - $18.4 $2.57K - $3.13K
170 $3.14M
ELS
Equity Lifestyle Properties Inc

Real Estate
52
New
$61.46 - $68.02 $3.2K - $3.54K
52 $3.13M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
70
New
$43.63 - $45.4 $3.05K - $3.18K
70 $3.12M
FORM
Formfactor Inc

Technology
104
New
$23.18 - $35.26 $2.41K - $3.67K
104 $3.1M
DBX
Dropbox, Inc.

Technology
113
New
$25.42 - $29.7 $2.87K - $3.36K
113 $3.09M
GIS
General Mills Inc

Consumer Defensive
63
New
$50.37 - $60.97 $3.17K - $3.84K
63 $3.08M
TR
Tootsie Roll Industries Inc

Consumer Defensive
78
New
$29.7 - $36.03 $2.32K - $2.81K
78 $3.08M
AVTR
Avantor, Inc.

Basic Materials
242
New
$11.94 - $16.29 $2.89K - $3.94K
242 $3.06M
JKHY
Henry Jack & Associates Inc

Technology
19
New
$163.54 - $186.02 $3.11K - $3.53K
19 $3.04M
RGR
Sturm Ruger & CO Inc

Industrials
89
New
N/A
89 $3.02M
GME
Game Stop Corp.

Consumer Cyclical
131
New
$21.1 - $35.01 $2.76K - $4.59K
131 $3M
BANF
Bancfirst Corp

Financial Services
24
New
$100.43 - $129.96 $2.41K - $3.12K
24 $3M
HRB
H&R Block Inc

Consumer Cyclical
58
New
$54.32 - $63.04 $3.15K - $3.66K
58 $2.99M
LPLA
Lpl Financial Holdings Inc.

Financial Services
8
New
$283.31 - $388.96 $2.27K - $3.11K
8 $2.99M
UHS
Universal Health Services Inc

Healthcare
17
New
$157.05 - $197.94 $2.67K - $3.36K
17 $2.98M
EZPW
Ezcorp Inc

Financial Services
188
New
$12.97 - $16.38 $2.44K - $3.08K
188 $2.97M
MUR
Murphy Oil Corp

Energy
128
New
$19.62 - $29.21 $2.51K - $3.74K
128 $2.97M
Bunge Global Sa Com Shs
36
New
N/A
36 $2.97M
VIAV
Viavi Solutions Inc.

Technology
271
New
$8.99 - $11.41 $2.44K - $3.09K
271 $2.97M
MATW
Matthews International Corp

Industrials
123
New
$18.8 - $24.36 $2.31K - $3K
123 $2.96M
SPNT
Sirius Point LTD

Financial Services
160
New
$15.16 - $20.88 $2.43K - $3.34K
160 $2.96M
RE
Everest Re Group LTD

Financial Services
9
New
N/A
9 $2.95M
HII
Huntington Ingalls Industries, Inc.

Industrials
11
New
$183.31 - $241.46 $2.02K - $2.66K
11 $2.95M
CYBR
Cyber Ark Software Ltd.

Technology
7
New
$305.98 - $406.88 $2.14K - $2.85K
7 $2.93M
BKH
Black Hills Corp

Utilities
48
New
$55.66 - $61.75 $2.67K - $2.96K
48 $2.93M
ARMK
Aramark

Industrials
74
New
$30.39 - $42.1 $2.25K - $3.12K
74 $2.92M
AMH
American Homes 4 Rent

Real Estate
85
New
$32.8 - $39.31 $2.79K - $3.34K
85 $2.91M
FCFS
First Cash Holdings, Inc.

Financial Services
21
New
$118.0 - $137.63 $2.48K - $2.89K
21 $2.91M
CTS
Cts Corp

Technology
69
New
$34.96 - $43.62 $2.41K - $3.01K
69 $2.86M
AMG
Affiliated Managers Group, Inc.

Financial Services
13
New
$143.35 - $197.67 $1.86K - $2.57K
13 $2.86M
NOG
Northern Oil & Gas, Inc.

Energy
116
New
$20.6 - $32.16 $2.39K - $3.73K
116 $2.85M
GTY
Getty Realty Corp

Real Estate
101
New
$27.38 - $30.93 $2.77K - $3.12K
101 $2.84M
ELP
Energy CO Of Parana

Utilities
304
New
$7.01 - $9.24 $2.13K - $2.81K
304 $2.83M
ADUS
Addus Home Care Corp

Healthcare
25
New
$96.32 - $118.0 $2.41K - $2.95K
25 $2.83M
OLED
Universal Display Corp Pa

Technology
20
New
$106.6 - $161.02 $2.13K - $3.22K
20 $2.81M
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
279
New
$7.98 - $10.06 $2.23K - $2.81K
279 $2.8M
AES
Aes Corp

Utilities
215
New
$9.63 - $12.55 $2.07K - $2.7K
215 $2.78M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
27
New
$90.21 - $112.66 $2.44K - $3.04K
27 $2.75M
LCII
Lci Industries

Consumer Cyclical
27
New
$75.07 - $92.4 $2.03K - $2.49K
27 $2.73M
WHD
Cactus, Inc.

Energy
69
New
$35.05 - $47.38 $2.42K - $3.27K
69 $2.73M
INVA
Innoviva, Inc.

Healthcare
135
New
$17.1 - $21.8 $2.31K - $2.94K
135 $2.71M
OHI
Omega Healthcare Investors Inc

Real Estate
67
New
$35.55 - $39.05 $2.38K - $2.62K
67 $2.71M
SPYG
Spdr Portfolio

ETFs
27
New
$71.83 - $95.32 $1.94K - $2.57K
27 $2.71M
LAD
Lithia Motors Inc

Consumer Cyclical
9
New
$271.94 - $339.35 $2.45K - $3.05K
9 $2.71M
NAVI
Navient Corp

Financial Services
209
New
$10.76 - $14.33 $2.25K - $2.99K
209 $2.69M
Cooper Cos Inc Com
37
New
N/A
37 $2.69M
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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