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
VOT
Vanguard Mid Cap Growth Index

ETFs
185
New
$216.28 - $284.39 $40K - $52.6K
185 $53.1M
PWR
Quanta Services, Inc.

Industrials
135
New
$239.47 - $381.26 $32.3K - $51.5K
135 $52.8M
ROAM
Hartford Multifactor Emerging

ETFs
1.95K
New
$20.9 - $26.42 $40.7K - $51.4K
1.95K $52.7M
ABC
Amerisourcebergen Corp

Healthcare
181
New
N/A
181 $52.3M
XLC
Select Sector Spdr Tr Communic

ETFs
471
New
$86.13 - $108.53 $40.6K - $51.1K
471 $51.9M
VLO
Valero Energy Corp

Energy
389
New
$104.69 - $141.77 $40.7K - $55.1K
389 $51.9M
DHR
Danaher Corp

Healthcare
250
New
$174.64 - $205.16 $43.7K - $51.3K
250 $51.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.24K
New
$32.66 - $40.75 $40.4K - $50.4K
1.24K $51.3M
EME
Emcor Group, Inc.

Industrials
81
New
$342.02 - $534.89 $27.7K - $43.3K
81 $51.2M
RY
Royal Bank Of Canada

Financial Services
377
New
$108.36 - $131.55 $40.9K - $49.6K
377 $50.8M
SE
Sea LTD

Consumer Cyclical
289
New
$105.57 - $170.4 $30.5K - $49.2K
289 $50.3M
PNC
Pnc Financial Services Group, Inc.

Financial Services
263
New
$149.76 - $186.42 $39.4K - $49K
263 $50.3M
UL
Unilever PLC

Consumer Defensive
823
New
$57.9 - $65.43 $47.7K - $53.8K
823 $50.3M
SAN
Banco Santander, S.A.

Financial Services
5.33K
New
$5.72 - $8.32 $30.5K - $44.3K
5.33K $50M
SHW
Sherwin Williams CO

Basic Materials
139
New
$313.51 - $363.51 $43.6K - $50.5K
139 $49.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
534
New
$72.96 - $90.39 $39K - $48.3K
534 $48.6M
STZ
Constellation Brands, Inc.

Consumer Defensive
286
New
$160.0 - $195.62 $45.8K - $55.9K
286 $48.6M
EUSB
Ishares Tr Esg Advanced Total

Technology
1.11K
New
$42.54 - $43.56 $47.3K - $48.4K
1.11K $48.3M
EQIX
Equinix Inc

Real Estate
61
New
$740.07 - $914.43 $45.1K - $55.8K
61 $47.9M
GD
General Dynamics Corp

Industrials
150
New
$247.68 - $291.66 $37.2K - $43.7K
150 $47.2M
ILCV
Ishares Morningstar Value ETF

ETFs
542
New
$72.16 - $83.39 $39.1K - $45.2K
542 $46.5M
HIG
Hartford Financial Services Group, Inc.

Financial Services
357
New
$109.83 - $131.67 $39.2K - $47K
357 $46.1M
MET
Metlife Inc

Financial Services
597
New
$68.42 - $82.49 $40.8K - $49.2K
597 $45.7M
NVO
Novo Nordisk A S

Healthcare
915
New
$58.08 - $81.05 $53.1K - $74.2K
915 $45.5M
GLW
Corning Inc

Technology
692
New
$39.07 - $52.59 $27K - $36.4K
692 $45.5M
MCHP
Microchip Technology Inc

Technology
705
New
$35.34 - $71.6 $24.9K - $50.5K
705 $45.5M
MNST
Monster Beverage Corp

Consumer Defensive
710
New
$55.01 - $64.24 $39.1K - $45.6K
710 $45.5M
IYE
Ishares Tr

ETFs
1K
New
$40.36 - $49.67 $40.4K - $49.7K
1K $45.1M
APP
App Lovin Corp

Technology
95
New
$219.37 - $417.89 $20.8K - $39.7K
95 $44.4M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
3.9K
New
$10.78 - $11.28 $42K - $44K
3.9K $44.3M
PLD
Prologis, Inc.

Real Estate
422
New
$89.76 - $112.34 $37.9K - $47.4K
422 $44.2M
CI
Cigna Corp

Healthcare
156
New
$301.89 - $340.04 $47.1K - $53K
156 $43.8M
ACN
Accenture PLC

Technology
183
New
$279.23 - $323.21 $51.1K - $59.1K
183 $43.6M
CL
Colgate Palmolive CO

Consumer Defensive
512
New
$87.57 - $96.0 $44.8K - $49.2K
512 $43.5M
MSI
Motorola Solutions, Inc.

Technology
92
New
$394.72 - $440.39 $36.3K - $40.5K
92 $43.4M
EXLS
Exl Service Holdings, Inc.

Technology
1.02K
New
$41.85 - $48.48 $42.6K - $49.4K
1.02K $43.3M
GNMA
Ishares Gnma Bond ETF

ETFs
990
New
$42.91 - $44.21 $42.5K - $43.8K
990 $43.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
542
New
$77.94 - $79.5 $42.2K - $43.1K
542 $43.1M
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
2.03K
New
$20.72 - $21.36 $42.1K - $43.4K
2.03K $43M
YUM
Yum Brands Inc

Consumer Cyclical
299
New
$138.36 - $161.45 $41.4K - $48.3K
299 $42.5M
JCI
Johnson Controls International PLC

Industrials
398
New
$71.14 - $105.62 $28.3K - $42K
398 $42.5M
AFL
Aflac Inc

Financial Services
409
New
$99.77 - $112.45 $40.8K - $46K
409 $42.4M
VEU
Vanguard Ftse All World Ex Us

ETFs
612
New
$54.19 - $67.22 $33.2K - $41.1K
612 $42.3M
AEP
American Electric Power CO Inc

Utilities
377
New
$98.59 - $109.11 $37.2K - $41.1K
377 $42.2M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
824
New
$42.56 - $50.32 $35.1K - $41.5K
824 $41.8M
DLR
Digital Realty Trust, Inc.

Real Estate
247
New
$136.11 - $177.69 $33.6K - $43.9K
247 $41.8M
HOOD
Robinhood Markets, Inc.

Technology
364
New
$34.17 - $93.63 $12.4K - $34.1K
364 $41.5M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
906
New
$38.96 - $44.84 $35.3K - $40.6K
906 $41.3M
CMCSA
Comcast Corp

Communication Services
1.28K
New
$32.84 - $36.72 $42.1K - $47.1K
1.28K $41.2M
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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