Twin Peaks Wealth Advisors, LLC Reduced Holdings in Q2 2025

Twin Peaks Wealth Advisors, LLC

  • $309 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-9.44K
- 42.23%
$498.8 - $620.9 $4.71M - $5.86M
12.9K $8.34B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-33.8K
- 99.79%
$50.08 - $63.14 $1.69M - $2.14M
71 $4.6M
HEFA
Ishares Currency Hedged Msci E

ETFs
-25K
- 99.84%
$32.11 - $38.21 $803K - $955K
40 $1.55M
UNH
Unitedhealth Group Inc

Healthcare
-268
- 15.45%
$274.35 - $599.47 $73.5K - $161K
1.47K $384M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-14.4K
- 6.88%
$42.72 - $44.24 $616K - $638K
195K $8.57B
FCAL
First Tr Iii Calif Mun High In

ETFs
-10.2K
- 68.02%
$47.18 - $49.3 $481K - $503K
4.8K $229M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-61
- 2.04%
$483.48 - $539.8 $29.5K - $32.9K
2.93K $1.38B
IAU
Ishares Gold Trust

ETFs
-3.85K
- 17.96%
$56.1 - $64.74 $216K - $250K
17.6K $1.11B
TSLA
Tesla, Inc.

Consumer Cyclical
-2.81K
- 31.11%
$221.86 - $362.89 $623K - $1.02M
6.22K $2.12B
CRM
Salesforce, Inc.

Technology
-161
- 3.65%
$236.26 - $291.15 $38K - $46.9K
4.25K $985M
COIN
Coinbase Global, Inc.

Technology
-1.4K
- 65.01%
$151.47 - $375.07 $212K - $525K
754 $243M
BOND
Pimco Active Bond Exchange Tra

ETFs
-1.12K
- 23.85%
$89.87 - $92.93 $101K - $104K
3.59K $330M
FVD
First Tr Value Line Divid Inde

ETFs
-2.51K
- 13.74%
$40.62 - $45.12 $102K - $113K
15.8K $721M
ADBE
Adobe Inc.

Technology
-152
- 16.63%
$340.0 - $420.68 $51.7K - $63.9K
762 $258M
PLTR
Palantir Technologies Inc.

Technology
-2.76K
- 53.73%
$74.01 - $144.25 $205K - $399K
2.38K $445M
IEFA
Ishares Tr

ETFs
-1.06K
- 34.93%
$67.83 - $84.09 $72.1K - $89.4K
1.98K $169M
MCK
Mckesson Corp

Healthcare
-39
- 4.14%
$652.83 - $732.78 $25.5K - $28.6K
904 $595M
PG
Procter & Gamble CO

Consumer Defensive
-165
- 7.35%
$157.66 - $172.39 $26K - $28.4K
2.08K $323M
Federated Hermes Total Return Bond ETF
-1.64K
- 6.4%
N/A
23.9K $603M
INTU
Intuit Inc

Technology
-310
- 19.29%
$544.07 - $787.63 $169K - $244K
1.3K $926M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.33K
- 14.04%
$22.68 - $23.28 $30.1K - $30.9K
8.13K $188M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-329
- 7.61%
$96.84 - $99.46 $31.9K - $32.7K
3.99K $395M
V
Visa Inc.

Financial Services
-49
- 3.06%
$308.27 - $373.31 $15.1K - $18.3K
1.55K $522M
COST
Costco Wholesale Corp

Consumer Defensive
-15
- 3.22%
$908.13 - $1056.85 $13.6K - $15.9K
451 $447M
TWLO
Twilio Inc

Communication Services
-394
- 8.93%
$81.34 - $124.36 $32K - $49K
4.02K $383M
FSIG
First Tr ETF Iv LTD Duration I
-268
- 1.09%
$18.77 - $19.14 $5.03K - $5.13K
24.2K $465M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-464
- 9.09%
$47.46 - $55.3 $22K - $25.7K
4.64K $260M
NFLX
Netflix Inc

Communication Services
-146
- 19.7%
$855.86 - $1339.13 $125K - $196K
595 $729M
First Trust Intermediate Duration Investment Grade Corporate ETF
-934
- 1.83%
N/A
50.1K $1.05B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-195
- 0.71%
$44.68 - $45.96 $8.71K - $8.96K
27.1K $1.24B
FDNI
First Tr ETF Ii Dow Jones

ETFs
-964
- 13.16%
$26.2 - $33.82 $25.3K - $32.6K
6.36K $223M
FTCS
First Trust Capital Strength E

ETFs
-701
- 4.59%
$81.6 - $92.39 $57.2K - $64.8K
14.6K $1.34B
FBT
First Trust Nyse Arca Biotechn

ETFs
-60
- 2.84%
$145.67 - $165.99 $8.74K - $9.96K
2.05K $343M
VUG
Vanguard Growth ETF

ETFs
-82
- 14.44%
$329.49 - $438.4 $27K - $35.9K
486 $225M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-62
- 8.73%
$272.36 - $339.57 $16.9K - $21.1K
648 $229M
FDL
First Tr Morningstar Dividend

ETFs
-63
- 0.55%
$38.19 - $43.19 $2.41K - $2.72K
11.4K $488M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-939
- 1.82%
$17.99 - $18.99 $16.9K - $17.8K
50.6K $970M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-435
- 7.57%
$82.17 - $99.96 $35.7K - $43.5K
5.32K $545M
SNOW
Snowflake Inc.

Technology
-189
- 12.0%
$130.53 - $223.77 $24.7K - $42.3K
1.39K $268M
CRWD
Crowd Strike Holdings, Inc.

Technology
-51
- 3.6%
$321.63 - $509.31 $16.4K - $26K
1.36K $594M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-458
- 5.28%
$39.89 - $49.46 $18.3K - $22.7K
8.22K $421M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-688
- 5.63%
$27.26 - $34.48 $18.8K - $23.7K
11.5K $410M
AMAT
Applied Materials Inc

Technology
-53
- 3.57%
$126.95 - $183.52 $6.73K - $9.73K
1.43K $270M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-185
- 2.1%
$51.16 - $62.02 $9.46K - $11.5K
8.64K $550M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
-512
- 3.57%
$34.34 - $40.99 $17.6K - $21K
13.8K $594M
JPM
Jpmorgan Chase & CO

Financial Services
-212
- 9.01%
$210.28 - $289.91 $44.6K - $61.5K
2.14K $627M
OPEN
Opendoor Technologies Inc.

Real Estate
-25.3K
- 24.06%
$0.51 - $1.09 $12.9K - $27.5K
79.7K $197M
VONE
Vanguard Russell 1000 ETF

ETFs
-50
- 1.81%
$225.48 - $280.86 $11.3K - $14K
2.71K $791M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-67
- 0.32%
$32.0 - $39.87 $2.14K - $2.67K
21K $868M
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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