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
VECO
Veeco Instruments Inc

Technology
38
New
$17.35 - $21.81 $659 - $829
38 $923K
CHKP
Check Point Software Technologies LTD

Technology
5
New
$204.26 - $233.47 $1.02K - $1.17K
5 $906K
NSIT
Insight Enterprises Inc

Technology
7
New
$128.11 - $147.65 $897 - $1.03K
7 $900K
BRKL
Brookline Bancorp Inc

Financial Services
84
New
$9.53 - $11.11 $801 - $933
84 $894K
PBRA
Petroleo Bras Ads (Ea Reptg 2
78
New
N/A
78 $888K
CHE
Chemed Corp

Healthcare
2
New
$486.93 - $619.21 $974 - $1.24K
2 $886K
JOBY
Joby Aviation, Inc.

Industrials
49
New
$5.33 - $10.55 $261 - $517
49 $882K
HOPE
Hope Bancorp Inc

Financial Services
84
New
$9.11 - $10.84 $765 - $911
84 $872K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
49
New
$9.99 - $16.97 $490 - $832
49 $872K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
19
New
$30.03 - $40.05 $571 - $761
19 $869K
CVE
Cenovus Energy Inc.

Energy
58
New
$10.58 - $14.83 $614 - $860
58 $860K
TMP
Tompkins Financial Corp

Financial Services
13
New
$55.65 - $65.06 $723 - $846
13 $860K
Qxo Inc Com New
43
New
N/A
43 $858K
WERN
Werner Enterprises Inc

Industrials
31
New
$24.66 - $30.08 $764 - $932
31 $854K
DJCO
Daily Journal Corp

Technology
2
New
$365.66 - $435.19 $731 - $870
2 $849K
RWK
Invesco Exchange Traded Fd Tr

ETFs
7
New
$94.8 - $117.22 $664 - $821
7 $844K
WRLD
World Acceptance Corp

Financial Services
5
New
$112.54 - $169.1 $563 - $846
5 $841K
DAR
Darling Ingredients Inc.

Consumer Defensive
27
New
$27.63 - $38.64 $746 - $1.04K
27 $839K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
9
New
$81.84 - $93.53 $737 - $842
9 $839K
CABO
Cable One, Inc.

Communication Services
6
New
$126.05 - $276.15 $756 - $1.66K
6 $835K
ADNT
Adient PLC

Consumer Cyclical
36
New
$10.34 - $19.72 $372 - $710
36 $825K
Wns Hldgs LTD Com Shs
11
New
N/A
11 $825K
BIO
Bio Rad Laboratories, Inc.

Healthcare
3
New
$216.56 - $256.68 $650 - $770
3 $824K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
67
New
$11.11 - $14.46 $744 - $969
67 $820K
RPRX
Royalty Pharma PLC

Healthcare
23
New
$30.85 - $36.14 $710 - $831
23 $820K
HCSG
Healthcare Services Group Inc

Healthcare
55
New
$9.37 - $15.03 $515 - $827
55 $816K
ENPH
Enphase Energy, Inc.

Technology
24
New
$34.56 - $62.52 $829 - $1.5K
24 $805K
WWW
Wolverine World Wide Inc

Consumer Cyclical
29
New
$10.07 - $18.79 $292 - $545
29 $803K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
18
New
$35.35 - $42.68 $636 - $768
18 $802K
NBHC
National Bank Holdings Corp

Financial Services
21
New
$33.92 - $38.84 $712 - $816
21 $796K
Fidelity Enhanced Small Cap ETF
23
New
N/A
23 $785K
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
3
New
$218.94 - $269.48 $657 - $808
3 $779K
SDRL
Seadrill Limited

Energy
27
New
N/A
27 $778K
MGK
Vanguard Mega Cap Growth ETF

ETFs
2
New
$273.67 - $366.17 $547 - $732
2 $777K
Liberty Media Corp Del Com Lbty One S C
8
New
N/A
8 $773K
Ishares High Yield Muni Active ETF
16
New
N/A
16 $760K
TNC
Tennant CO

Industrials
9
New
$68.18 - $81.07 $614 - $730
9 $748K
FTI
Technip Fmc PLC

Energy
21
New
$23.18 - $35.33 $487 - $742
21 $738K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
10
New
$50.86 - $73.83 $509 - $738
10 $736K
AHH
Armada Hoffler Properties, Inc.

Real Estate
103
New
$6.37 - $7.42 $656 - $764
103 $736K
HOV
Hovnanian Enterprises Inc

Consumer Cyclical
5
New
$87.96 - $112.42 $440 - $562
5 $731K
SMG
Scotts Miracle Gro CO

Basic Materials
12
New
$48.21 - $66.48 $579 - $798
12 $730K
VOYA
Voya Financial, Inc.

Financial Services
10
New
$54.27 - $71.0 $543 - $710
10 $729K
FBNC
First Bancorp

Financial Services
14
New
$36.02 - $44.09 $504 - $617
14 $725K
ERIE
Erie Indemnity CO

Financial Services
2
New
$340.45 - $423.93 $681 - $848
2 $725K
LANC
Lancaster Colony Corp

Consumer Defensive
4
New
$159.67 - $192.9 $639 - $772
4 $723K
QNST
Quinstreet, Inc

Communication Services
49
New
$14.71 - $18.96 $721 - $929
49 $716K
RH
Rh

Consumer Cyclical
3
New
$145.66 - $249.35 $437 - $748
3 $712K
NNN
National Retail Properties, Inc.

Real Estate
17
New
$37.56 - $43.42 $639 - $738
17 $708K
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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