Twin Peaks Wealth Advisors, LLC has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $180 Billion distributed in 126 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Tr ETF Viii Tcw Opportun with a value of $11.1B, Apple Inc. with a value of $9.77B, Ishares Core S&P 500 ETF with a value of $9.66B, First Tr Enhanced Traded Fd Iv with a value of $7.98B, and Meta Platforms, Inc. with a value of $7.01B.
Examining the 13F form we can see an increase of $23.5B in the current position value, from $157B to 180B.
Twin Peaks Wealth Advisors, LLC is based out at Burlingame, CA
Below you can find more details about Twin Peaks Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
