Twin Peaks Wealth Advisors, LLC Portfolio Holdings by Sector
Twin Peaks Wealth Advisors, LLC
- $237 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV FIXD BUFR IUSB FTSM FPE UCON IVW 82 stocks |
$161 Million
69.42% of portfolio
|
55
|
25
|
8
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$16.4 Million
7.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG GOOGL TWLO 4 stocks |
$13.9 Million
5.99% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ADBE ORCL MDB CRWD 6 stocks |
$6.88 Million
2.96% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$6.75 Million
2.9% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO AMD 3 stocks |
$6.7 Million
2.88% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM COIN UBER SHOP INTU NOW SNOW 7 stocks |
$4.07 Million
1.75% of portfolio
|
2
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$3.68 Million
1.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
DOCS DOCS 2 stocks |
$2.14 Million
0.92% of portfolio
|
2
|
- |
1
|
- |
0
Calls
1
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.33 Million
0.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV GILD 3 stocks |
$1.29 Million
0.56% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V DFS MA COF 4 stocks |
$1.22 Million
0.52% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$999,128
0.43% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$890,334
0.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$729,987
0.31% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$565,679
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$551,900
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$543,124
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC AMAT 2 stocks |
$528,288
0.23% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
$414,672
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
$353,297
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$328,445
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$266,074
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$237,226
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
OPEN 1 stocks |
$171,171
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
GERN 1 stocks |
$97,835
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|