Twin Peaks Wealth Advisors, LLC Purchases in Q2 2025

Twin Peaks Wealth Advisors, LLC

  • $309 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
11
+ 3.23%
$721.65 - $1040.18 $7.94K - $11.4K
352 $301M
LVS
Las Vegas Sands Corp

Consumer Cyclical
407
New
$30.7 - $44.12 $12.5K - $18K
407 $21.9M
WPM
Wheaton Precious Metals Corp.

Basic Materials
227
New
$70.56 - $92.75 $16K - $21.1K
227 $21.9M
ROL
Rollins Inc

Consumer Cyclical
378
New
$50.65 - $58.58 $19.1K - $22.1K
378 $21.9M
AX
Axos Financial, Inc.

Financial Services
248
New
$56.36 - $76.85 $14K - $19.1K
248 $21.8M
EW
Edwards Lifesciences Corp

Healthcare
283
New
$67.07 - $78.22 $19K - $22.1K
283 $21.8M
AEIS
Advanced Energy Industries Inc

Industrials
137
New
$79.03 - $133.84 $10.8K - $18.3K
137 $21.8M
PNR
Pentair PLC

Industrials
204
New
$76.17 - $103.58 $15.5K - $21.1K
204 $21.7M
IBKR
Interactive Brokers Group, Inc.

Financial Services
320
New
$50.53 - $212.53 $16.2K - $68K
320 $21.6M
PSTG
Pure Storage, Inc.

Technology
361
New
$37.18 - $57.58 $13.4K - $20.8K
361 $21.4M
XTEN
Bondbloxx ETF Tr Bloomberg 10
467
New
N/A
467 $21.4M
ED
Consolidated Edison Inc

Utilities
206
New
$98.05 - $113.3 $20.2K - $23.3K
206 $21.4M
Kenvue Inc Com
975
New
N/A
975 $21.4M
Astera Labs Inc Com
110
New
N/A
110 $21.1M
GVA
Granite Construction Inc

Industrials
193
New
$71.89 - $93.51 $13.9K - $18K
193 $21.1M
SRE
Sempra Energy

Utilities
257
New
$63.78 - $78.91 $16.4K - $20.3K
257 $21.1M
RF
Regions Financial Corp

Financial Services
830
New
$18.34 - $23.52 $15.2K - $19.5K
830 $21M
XLU
Utilities Sector Spdr

ETFs
243
New
$73.09 - $82.77 $17.8K - $20.1K
243 $21M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
165
New
$97.32 - $136.25 $16.1K - $22.5K
165 $21M
TTD
Trade Desk, Inc.

Technology
393
New
$45.27 - $79.4 $17.8K - $31.2K
393 $20.9M
ONB
Old National Bancorp

Financial Services
976
New
$17.95 - $22.57 $17.5K - $22K
976 $20.9M
DGX
Quest Diagnostics Inc

Healthcare
117
New
N/A
117 $20.9M
IR
Ingersoll Rand Inc.

Industrials
266
New
$66.75 - $84.94 $17.8K - $22.6K
266 $20.9M
IDXX
Idexx Laboratories Inc

Healthcare
32
New
$361.04 - $536.34 $11.6K - $17.2K
32 $20.9M
PPL
Ppl Corp

Utilities
565
New
$33.45 - $36.5 $18.9K - $20.6K
565 $20.8M
NSC
Norfolk Southern Corp

Industrials
75
New
$206.34 - $257.46 $15.5K - $19.3K
75 $20.8M
RYT
Invesco S&P 500 Equal Weight T

ETFs
500
New
N/A
500 $20.7M
FITB
Fifth Third Bancorp

Financial Services
490
New
$33.32 - $41.51 $16.3K - $20.3K
490 $20.7M
TOL
Toll Brothers, Inc.

Consumer Cyclical
161
New
$90.5 - $114.3 $14.6K - $18.4K
161 $20.7M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
319
New
$51.36 - $62.5 $16.4K - $19.9K
319 $20.6M
F
Ford Motor CO

Consumer Cyclical
1.83K
New
$8.69 - $10.85 $15.9K - $19.8K
1.83K $20.6M
RPG
Invesco Exchange Traded Fd Tr

ETFs
440
New
$33.86 - $45.77 $14.9K - $20.1K
440 $20.6M
IX
Orix Corp

Financial Services
806
New
$18.25 - $22.52 $14.7K - $18.2K
806 $20.5M
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
942
New
$20.3 - $22.0 $19.1K - $20.7K
942 $20.5M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
118
New
$89.13 - $167.48 $10.5K - $19.8K
118 $20.4M
VNQ
Vanguard Specialized Funds Van

ETFs
229
New
$79.79 - $91.42 $18.3K - $20.9K
229 $20.4M
CTRE
Care Trust Reit, Inc.

Real Estate
616
New
$26.65 - $30.69 $16.4K - $18.9K
616 $20.3M
MARA
Marathon Digital Holdings, Inc.

Financial Services
1.28K
New
N/A
1.28K $20.1M
MMSI
Merit Medical Systems Inc

Healthcare
237
New
$88.48 - $107.04 $21K - $25.4K
237 $20.1M
PAYX
Paychex Inc

Industrials
147
New
$137.01 - $159.78 $20.1K - $23.5K
147 $19.8M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
89
New
$167.22 - $212.42 $14.9K - $18.9K
89 $19.8M
IGM
Ishares Expanded Tech Sector E

ETFs
166
New
$79.8 - $112.34 $13.2K - $18.6K
166 $19.8M
BR
Broadridge Financial Solutions, Inc.

Technology
75
New
$217.22 - $246.25 $16.3K - $18.5K
75 $19.7M
GPI
Group 1 Automotive Inc

Consumer Cyclical
44
New
$372.3 - $448.86 $16.4K - $19.7K
44 $19.5M
FN
Fabrinet

Technology
56
New
$171.03 - $298.93 $9.58K - $16.7K
56 $19.5M
KFY
Korn Ferry

Industrials
270
New
$59.48 - $74.54 $16.1K - $20.1K
270 $19.4M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
182
New
$90.58 - $109.05 $16.5K - $19.8K
182 $19.3M
RGLD
Royal Gold Inc

Basic Materials
112
New
$155.48 - $186.71 $17.4K - $20.9K
112 $19.3M
VBR
Vanguard Small Cap Value ETF

ETFs
95
New
$162.76 - $195.77 $15.5K - $18.6K
95 $19.2M
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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