Twin Peaks Wealth Advisors, LLC Reduced Holdings in Q4 2024

Twin Peaks Wealth Advisors, LLC

  • $237 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-15.2K
- 6.04%
$42.84 - $45.38 $653K - $692K
237K $10.2B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-14.6K
- 8.4%
$45.07 - $47.1 $659K - $689K
159K $7.21B
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-7.92K
- 14.2%
$47.11 - $50.8 $373K - $402K
47.9K $2.26B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-975
- 55.52%
$370.24 - $418.94 $361K - $408K
781 $314M
FTCS
First Trust Capital Strength E

ETFs
-2.89K
- 13.8%
$87.62 - $94.03 $253K - $272K
18.1K $1.59B
FPE
First Tr Pfd Secs & Income ETF

ETFs
-8.65K
- 2.65%
$17.65 - $18.18 $153K - $157K
317K $5.62B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-4.37K
- 4.08%
$59.74 - $60.03 $261K - $262K
103K $6.14B
UBER
Uber Technologies, Inc

Technology
-1.49K
- 14.24%
$59.93 - $86.34 $89K - $128K
8.95K $540M
AMD
Advanced Micro Devices Inc

Technology
-341
- 7.46%
$118.88 - $172.8 $40.5K - $58.9K
4.23K $511M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.81K
- 46.99%
$77.02 - $78.58 $216K - $221K
3.17K $245M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.46K
- 26.12%
$129.96 - $144.97 $190K - $212K
4.14K $577M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-1.26K
- 0.57%
$24.55 - $25.16 $30.9K - $31.7K
221K $5.45B
ADBE
Adobe Inc.

Technology
-142
- 15.2%
$437.39 - $552.96 $62.1K - $78.5K
792 $352M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-2.42K
- 11.37%
$30.48 - $34.2 $73.6K - $82.6K
18.8K $574M
SPY
Spdr S&P 500 ETF Trust

ETFs
-347
- 4.45%
$567.81 - $607.81 $197K - $211K
7.44K $4.36B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-3.13K
- 4.84%
$22.39 - $23.45 $70.1K - $73.4K
61.6K $1.41B
OPEN
Opendoor Technologies Inc.

Real Estate
-24.5K
- 18.61%
$1.6 - $2.34 $39.1K - $57.3K
107K $171M
FDNI
First Tr ETF Ii Dow Jones

ETFs
-2.31K
- 18.48%
$25.89 - $31.25 $59.9K - $72.3K
10.2K $279M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-1.25K
- 13.68%
N/A
7.86K $355M
META
Meta Platforms, Inc.

Communication Services
-482
- 3.01%
$554.08 - $632.68 $267K - $305K
15.5K $9.1B
BOND
Pimco Active Bond Exchange Tra

ETFs
-356
- 6.26%
$90.42 - $94.5 $32.2K - $33.6K
5.33K $482M
XLP
Consumer Staples Sector Spdr

ETFs
-198
- 3.37%
N/A
5.67K $446M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-106
- 1.66%
$98.47 - $109.35 $10.4K - $11.6K
6.28K $618M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
-153
- 1.01%
$42.35 - $47.59 $6.48K - $7.28K
15.1K $638M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
-1.73K
- 21.35%
$31.2 - $41.46 $53.9K - $71.7K
6.37K $239M
GILD
Gilead Sciences, Inc.

Healthcare
-405
- 14.04%
$83.95 - $97.9 $34K - $39.6K
2.48K $229M
COF
Capital One Financial Corp

Financial Services
-121
- 8.62%
$145.19 - $192.01 $17.6K - $23.2K
1.28K $229M
NOW
Service Now, Inc.

Technology
-42
- 10.63%
$867.18 - $1148.42 $36.4K - $48.2K
353 $374M
DFS
Discover Financial Services

Financial Services
-140
- 8.89%
$136.3 - $182.67 $19.1K - $25.6K
1.43K $248M
SHOP
Shopify Inc.

Technology
-602
- 14.06%
$78.14 - $119.49 $47K - $71.9K
3.68K $391M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-588
- 0.59%
$30.04 - $32.01 $17.7K - $18.8K
98.8K $3.1B
COIN
Coinbase Global, Inc.

Technology
-298
- 12.04%
$163.17 - $343.62 $48.6K - $102K
2.18K $541M
NFLX
Netflix Inc

Communication Services
-61
- 7.0%
$687.65 - $936.56 $41.9K - $57.1K
811 $723M
FPX
First Trust Us Equity Opportun

ETFs
-1.94K
- 4.61%
$109.38 - $131.9 $212K - $255K
40.1K $4.79B
TWLO
Twilio Inc

Communication Services
-94
- 2.01%
$63.73 - $114.96 $5.99K - $10.8K
4.58K $495M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-757
- 1.02%
$58.39 - $67.04 $44.2K - $50.7K
73.4K $4.66B
CRM
Salesforce, Inc.

Technology
-68
- 1.4%
$270.87 - $367.87 $18.4K - $25K
4.79K $1.6B
FDN
First Tr Fd Dow Jones

ETFs
-1K
- 5.84%
$210.5 - $257.24 $211K - $258K
16.2K $3.94B
NVDA
Nvidia Corp

Technology
-54
- 0.14%
$117.0 - $148.88 $6.32K - $8.04K
38.5K $5.17B
Activity Summary
Buys All Purchases 93 New Holdings 15 Increased Positions 78 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 1
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