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
CAH
Cardinal Health Inc

Healthcare
281
New
$125.0 - $168.0 $35.1K - $47.2K
281 $41.1M
EA
Electronic Arts Inc.

Communication Services
230
New
$132.53 - $159.7 $30.5K - $36.7K
230 $40.9M
XLY
Select Sector Spdr Consumer Di

ETFs
180
New
$176.34 - $218.59 $31.7K - $39.3K
180 $40.8M
Amplify Digital Payments ETF
705
New
N/A
705 $40.7M
INDA
Ishares Msci India Index Fund

ETFs
767
New
$49.13 - $55.86 $37.7K - $42.8K
767 $40.2M
BMY
Bristol Myers Squibb CO

Healthcare
864
New
$44.12 - $59.6 $38.1K - $51.5K
864 $40.2M
HCA
Hca Healthcare, Inc.

Healthcare
102
New
$317.61 - $387.52 $32.4K - $39.5K
102 $39.8M
ISCG
Ishares Morningstar Small Cap

ETFs
760
New
$39.44 - $49.76 $30K - $37.8K
760 $39.4M
FISV
Fiserv Inc

Technology
297
New
N/A
297 $39.4M
FXR
First Trust Industrials/Produc

ETFs
500
New
$60.85 - $74.22 $30.4K - $37.1K
500 $39.1M
BWA
Borgwarner Inc

Consumer Cyclical
969
New
$24.84 - $33.92 $24.1K - $32.9K
969 $38.9M
EMR
Emerson Electric CO

Industrials
292
New
$94.15 - $133.33 $27.5K - $38.9K
292 $38.8M
UBS
Ubs Group Ag

Financial Services
978
New
$26.12 - $33.82 $25.5K - $33.1K
978 $38.7M
ALL
Allstate Corp

Financial Services
187
New
$180.53 - $212.64 $33.8K - $39.8K
187 $38.6M
AWI
Armstrong World Industries Inc

Industrials
199
New
$126.1 - $163.12 $25.1K - $32.5K
199 $38.6M
RELX
Relx PLC

Communication Services
805
New
$45.31 - $55.66 $36.5K - $44.8K
805 $38.5M
MPC
Marathon Petroleum Corp

Energy
241
New
$118.55 - $170.08 $28.6K - $41K
241 $38.3M
GM
General Motors CO

Consumer Cyclical
705
New
$42.48 - $50.46 $29.9K - $35.6K
705 $38.2M
PSX
Phillips 66

Energy
317
New
$92.87 - $125.73 $29.4K - $39.9K
317 $38.1M
USB
Us Bancorp \De\

Financial Services
827
New
$36.4 - $45.76 $30.1K - $37.8K
827 $37.9M
PIPR
Piper Sandler Companies

Financial Services
112
New
$210.78 - $281.82 $23.6K - $31.6K
112 $37.7M
DOCU
Docusign, Inc.

Technology
554
New
$70.35 - $93.84 $39K - $52K
554 $37.7M
TTE
Total Energies Se

Energy
609
New
N/A
609 $37.6M
PHM
Pultegroup Inc

Consumer Cyclical
301
New
$92.02 - $106.54 $27.7K - $32.1K
301 $37.1M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
762
New
$47.89 - $48.65 $36.5K - $37.1K
762 $37M
AON
Aon PLC

Financial Services
102
New
$335.85 - $398.81 $34.3K - $40.7K
102 $37M
WDAY
Workday, Inc.

Technology
172
New
$210.47 - $274.71 $36.2K - $47.3K
172 $36.8M
IEF
Ishares Barclays

ETFs
383
New
$93.15 - $96.56 $35.7K - $37K
383 $36.5M
MTB
M&T Bank Corp

Financial Services
191
New
$156.58 - $193.99 $29.9K - $37.1K
191 $36.5M
KMI
Kinder Morgan, Inc.

Energy
1.37K
New
$25.21 - $29.4 $34.6K - $40.4K
1.37K $36.5M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.98K
New
$11.9 - $15.57 $23.6K - $30.8K
1.98K $36.4M
DY
Dycom Industries Inc

Industrials
130
New
$138.96 - $245.71 $18.1K - $31.9K
130 $36.4M
DHI
Horton D R Inc

Consumer Cyclical
227
New
$115.1 - $129.63 $26.1K - $29.4K
227 $36M
BKR
Baker Hughes CO

Energy
846
New
$35.0 - $44.92 $29.6K - $38K
846 $36M
TFC
Truist Financial Corp

Financial Services
815
New
$34.79 - $42.99 $28.4K - $35K
815 $35.9M
EQT
Eqt Corp

Energy
699
New
$46.11 - $60.44 $32.2K - $42.2K
699 $35.8M
NOC
Northrop Grumman Corp

Industrials
62
New
$456.3 - $540.39 $28.3K - $33.5K
62 $35.8M
CVS
Cvs Health Corp

Healthcare
546
New
$60.04 - $70.18 $32.8K - $38.3K
546 $35.8M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
778
New
$36.14 - $44.23 $28.1K - $34.4K
778 $35.4M
RACE
Ferrari N.V.

Consumer Cyclical
78
New
$397.86 - $499.02 $31K - $38.9K
78 $34.8M
SPXC
Spx Corp

Industrials
182
New
$120.66 - $167.68 $22K - $30.5K
182 $34.8M
EMGF
Ishares Msci Emerging Markets

ETFs
647
New
$41.37 - $52.07 $26.8K - $33.7K
647 $34.8M
NRG
Nrg Energy, Inc.

Utilities
221
New
$83.61 - $162.67 $18.5K - $36K
221 $34.6M
EOG
Eog Resources Inc

Energy
293
New
$104.61 - $129.97 $30.7K - $38.1K
293 $34.6M
NTAP
Net App, Inc.

Technology
318
New
$76.1 - $106.55 $24.2K - $33.9K
318 $34.3M
STRL
Sterling Construction CO Inc

Industrials
111
New
$104.96 - $231.51 $11.7K - $25.7K
111 $34.2M
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.02K
New
$32.62 - $33.58 $33.2K - $34.2K
1.02K $34.2M
AJG
Arthur J. Gallagher & Co.

Financial Services
118
New
$310.86 - $348.77 $36.7K - $41.2K
118 $34.2M
IDCC
Inter Digital, Inc.

Communication Services
125
New
$183.37 - $234.7 $22.9K - $29.3K
125 $34.2M
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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