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
CACI
Caci International Inc

Technology
24
New
N/A
24 $11.5M
MLI
Mueller Industries Inc

Industrials
123
New
$68.45 - $79.6 $8.42K - $9.79K
123 $11.4M
AVB
Avalonbay Communities Inc

Real Estate
61
New
$187.23 - $215.61 $11.4K - $13.2K
61 $11.4M
NGG
National Grid PLC

Utilities
162
New
$62.74 - $74.79 $10.2K - $12.1K
162 $11.4M
AROC
Archrock, Inc.

Energy
474
New
$21.0 - $27.11 $9.95K - $12.9K
474 $11.4M
CSWI
Csw Industrials, Inc.

Industrials
41
New
$254.34 - $336.43 $10.4K - $13.8K
41 $11.3M
CM
Canadian Imperial Bank Of Commerce

Financial Services
155
New
$54.6 - $70.83 $8.46K - $11K
155 $11.3M
CADE
Cadence Bank

Financial Services
319
New
$26.42 - $32.41 $8.43K - $10.3K
319 $11.3M
TFX
Teleflex Inc

Healthcare
94
New
$117.53 - $141.38 $11K - $13.3K
94 $11.2M
BNS
Bank Of Nova Scotia

Financial Services
199
New
$44.56 - $55.27 $8.87K - $11K
199 $11.2M
CNM
Core & Main, Inc.

Industrials
171
New
$44.53 - $60.36 $7.61K - $10.3K
171 $11.2M
Coherent Corp Com
96
New
N/A
96 $11.2M
EL
Estee Lauder Companies Inc

Consumer Defensive
122
New
$50.06 - $80.8 $6.11K - $9.86K
122 $11.2M
RS
Reliance Steel & Aluminum CO

Basic Materials
39
New
$262.08 - $316.81 $10.2K - $12.4K
39 $11.2M
SBAC
Sba Communications Corp

Real Estate
51
New
$208.57 - $243.4 $10.6K - $12.4K
51 $11.2M
MKC
Mccormick & CO Inc

Consumer Defensive
161
New
$71.11 - $82.25 $11.4K - $13.2K
161 $11.1M
WWD
Woodward, Inc.

Industrials
44
New
$157.29 - $247.55 $6.92K - $10.9K
44 $11.1M
TDY
Teledyne Technologies Inc

Technology
20
New
$435.54 - $512.31 $8.71K - $10.2K
20 $11M
GWRE
Guidewire Software, Inc.

Technology
53
New
$172.73 - $257.37 $9.15K - $13.6K
53 $11M
NU
Nu Holdings Ltd.

Financial Services
900
New
$9.6 - $13.72 $8.64K - $12.3K
900 $11M
TKR
Timken CO

Industrials
143
New
$57.34 - $74.03 $8.2K - $10.6K
143 $11M
IGOV
Ishares 1 3 International Trea

ETFs
260
New
$39.53 - $43.1 $10.3K - $11.2K
260 $11M
ROKU
Roku, Inc

Communication Services
130
New
$55.1 - $87.89 $7.16K - $11.4K
130 $11M
PKG
Packaging Corp Of America

Consumer Cyclical
55
New
$175.97 - $201.36 $9.68K - $11.1K
55 $10.9M
CHTR
Charter Communications, Inc.

Communication Services
42
New
$321.68 - $427.25 $13.5K - $17.9K
42 $10.9M
Grayscale Ethereum Trust ETF
292
New
N/A
292 $10.9M
Goldman Sachs Nasdaq 100 Premium Income ETF
213
New
N/A
213 $10.9M
ITT
Itt Inc.

Industrials
64
New
$112.67 - $157.95 $7.21K - $10.1K
64 $10.9M
ITUB
Itau Unibanco Holding S.A.

Financial Services
1.53K
New
$5.24 - $6.81 $8.02K - $10.4K
1.53K $10.9M
KBH
Kb Home

Consumer Cyclical
177
New
$50.15 - $58.93 $8.88K - $10.4K
177 $10.9M
TSN
Tyson Foods, Inc.

Consumer Defensive
192
New
$54.33 - $63.56 $10.4K - $12.2K
192 $10.8M
WEC
Wec Energy Group, Inc.

Utilities
99
New
$102.24 - $109.76 $10.1K - $10.9K
99 $10.8M
BFH
Bread Financial Holdings, Inc.

Financial Services
179
New
$41.88 - $57.12 $7.5K - $10.2K
179 $10.8M
CFG
Citizens Financial Group Inc

Financial Services
225
New
$34.27 - $44.75 $7.71K - $10.1K
225 $10.8M
FSLR
First Solar, Inc.

Technology
59
New
$120.38 - $192.98 $7.1K - $11.4K
59 $10.8M
WDS
Woodside Energy Group LTD

Energy
614
New
$11.5 - $16.77 $7.06K - $10.3K
614 $10.8M
GEF
Greif, Inc

Consumer Cyclical
158
New
$49.01 - $66.46 $7.74K - $10.5K
158 $10.7M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
137
New
N/A
137 $10.7M
CBU
Community Bank System, Inc.

Financial Services
182
New
$50.88 - $58.16 $9.26K - $10.6K
182 $10.7M
CPRT
Copart Inc

Consumer Cyclical
226
New
$47.72 - $63.84 $10.8K - $14.4K
226 $10.7M
KMB
Kimberly Clark Corp

Consumer Defensive
80
New
$126.84 - $145.22 $10.1K - $11.6K
80 $10.7M
Everus Constr Group Com
140
New
N/A
140 $10.6M
DKNG
Draft Kings Inc.

Consumer Cyclical
246
New
$31.67 - $42.89 $7.79K - $10.6K
246 $10.6M
Corpay Inc Com Shs
34
New
N/A
34 $10.5M
ITGR
Integer Holdings Corp

Healthcare
98
New
$106.73 - $126.93 $10.5K - $12.4K
98 $10.5M
TGTX
Tg Therapeutics, Inc.

Healthcare
385
New
$33.37 - $45.51 $12.8K - $17.5K
385 $10.4M
AEE
Ameren Corp

Utilities
103
New
$94.23 - $101.68 $9.71K - $10.5K
103 $10.4M
ERIC
Ericsson Lm Telephone CO

Technology
1.36K
New
$6.77 - $8.86 $9.21K - $12.1K
1.36K $10.4M
GNRC
Generac Holdings Inc.

Industrials
52
New
$101.92 - $143.21 $5.3K - $7.45K
52 $10.3M
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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