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
POR
Portland General Electric CO

Utilities
10
New
$39.96 - $44.75 $400 - $448
10 $427K
HUBS
Hubspot Inc

Technology
1
New
$487.07 - $672.24 $487 - $672
1 $424K
RVMD
Revolution Medicines, Inc.

Healthcare
12
New
$31.13 - $41.98 $374 - $504
12 $423K
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
46
New
$6.24 - $8.83 $287 - $406
46 $421K
AVUS
American Centy ETF Tr Avantis

ETFs
4
New
$81.38 - $100.82 $326 - $403
4 $420K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1
New
$299.15 - $396.54 $299 - $397
1 $418K
BCE
Bce Inc

Communication Services
17
New
$20.87 - $22.95 $355 - $390
17 $417K
AAL
American Airlines Group Inc.

Industrials
32
New
N/A
32 $415K
SITE
Site One Landscape Supply, Inc.

Industrials
3
New
$104.79 - $127.3 $314 - $382
3 $414K
CHDN
Churchill Downs Inc

Consumer Cyclical
4
New
$87.99 - $111.79 $352 - $447
4 $409K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
24
New
$12.82 - $18.15 $308 - $436
24 $398K
UHT
Universal Health Realty Income Trust

Real Estate
10
New
$36.71 - $41.51 $367 - $415
10 $397K
HURN
Huron Consulting Group Inc.

Industrials
3
New
$132.14 - $153.61 $396 - $461
3 $397K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
22
New
$10.67 - $15.71 $235 - $346
22 $396K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
2
New
$162.37 - $200.76 $325 - $402
2 $396K
IE
Ivanhoe Electric Inc.

Basic Materials
39
New
$4.74 - $9.91 $185 - $386
39 $392K
HE
Hawaiian Electric Industries Inc

Utilities
34
New
$9.36 - $10.96 $318 - $373
34 $390K
VOOV
Vanguard S&P 500 Value ETF

ETFs
2
New
$162.65 - $188.71 $325 - $377
2 $387K
ZG
Zillow Group, Inc.

Communication Services
5
New
$59.44 - $70.64 $297 - $353
5 $385K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
47
New
$5.0 - $7.65 $235 - $360
47 $383K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
32
New
$10.8 - $16.92 $346 - $541
32 $383K
EIG
Employers Holdings, Inc.

Financial Services
9
New
$46.08 - $51.35 $415 - $462
9 $379K
OGS
One Gas, Inc.

Utilities
5
New
$71.59 - $81.38 $358 - $407
5 $379K
EVGO
E Vgo Inc.

Consumer Cyclical
100
New
$2.41 - $4.61 $241 - $461
100 $376K
COMP
Compass, Inc.

Technology
44
New
$5.8 - $8.98 $255 - $395
44 $373K
PEB
Pebblebrook Hotel Trust

Real Estate
38
New
$7.71 - $10.59 $293 - $402
38 $372K
MBWM
Mercantile Bank Corp

Financial Services
8
New
$38.53 - $46.41 $308 - $371
8 $372K
BSM
Black Stone Minerals, L.P.

Energy
30
New
$12.78 - $15.36 $383 - $461
30 $371K
AGNC
Agnc Investment Corp.

Real Estate
39
New
$8.12 - $9.49 $317 - $370
39 $369K
RGEN
Repligen Corp

Healthcare
3
New
$108.89 - $145.23 $327 - $436
3 $364K
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
63
New
$3.1 - $4.72 $195 - $297
63 $360K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
27
New
$9.22 - $12.79 $249 - $345
27 $355K
LBRT
Liberty Energy Inc.

Energy
31
New
$10.0 - $16.08 $310 - $498
31 $354K
SLVM
Sylvamo Corp

Basic Materials
8
New
$50.1 - $68.36 $401 - $547
8 $353K
Sharkninja Inc Com Shs
3
New
N/A
3 $350K
SMP
Standard Motor Products, Inc.

Consumer Cyclical
9
New
$21.88 - $31.06 $197 - $280
9 $348K
OLO
Olo Inc.

Technology
34
New
$5.84 - $9.7 $199 - $330
34 $347K
Amc Entmt Hldgs Inc Cl A New
113
New
N/A
113 $347K
OXM
Oxford Industries Inc

Consumer Cyclical
8
New
$37.26 - $60.9 $298 - $487
8 $346K
MSA
Msa Safety Inc

Industrials
2
New
$130.21 - $169.16 $260 - $338
2 $344K
GPOR
Gulfport Energy Corp

Energy
2
New
$158.62 - $206.57 $317 - $413
2 $332K
ONTO
Onto Innovation Inc.

Technology
3
New
$88.5 - $133.37 $266 - $400
3 $331K
VSEC
Vse Corp

Industrials
2
New
$103.15 - $140.55 $206 - $281
2 $330K
LMND
Lemonade, Inc.

Financial Services
6
New
$25.12 - $45.79 $151 - $275
6 $328K
IRTC
I Rhythm Technologies, Inc.

Healthcare
2
New
$96.84 - $154.71 $194 - $309
2 $325K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
4
New
$60.29 - $71.77 $241 - $287
4 $321K
AMRC
Ameresco, Inc.

Industrials
16
New
$8.66 - $16.53 $139 - $264
16 $315K
AA
Alcoa Corp

Basic Materials
10
New
$22.57 - $30.84 $226 - $308
10 $314K
DX
Dynex Capital Inc

Real Estate
25
New
$11.13 - $12.99 $278 - $325
25 $310K
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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