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
CTSH
Cognizant Technology Solutions Corp

Technology
150
New
$66.47 - $81.81 $9.97K - $12.3K
150 $10.3M
FTDR
Frontdoor, Inc.

Consumer Cyclical
181
New
$37.35 - $59.68 $6.76K - $10.8K
181 $10.3M
ALK
Alaska Air Group, Inc.

Industrials
183
New
$41.01 - $54.88 $7.5K - $10K
183 $10.3M
IBP
Installed Building Products, Inc.

Consumer Cyclical
39
New
$153.99 - $182.0 $6.01K - $7.1K
39 $10.3M
UTHR
United Therapeutics Corp

Healthcare
34
New
$276.47 - $328.4 $9.4K - $11.2K
34 $10.2M
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
350
New
$23.44 - $27.69 $8.2K - $9.69K
350 $10.2M
FNF
Fidelity National Financial, Inc.

Financial Services
170
New
$53.62 - $66.59 $9.12K - $11.3K
170 $10.2M
USFD
Us Foods Holding Corp.

Consumer Defensive
129
New
$60.47 - $79.12 $7.8K - $10.2K
129 $10.2M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
150
New
$55.24 - $68.55 $8.29K - $10.3K
150 $10.2M
MSGS
Madison Square Garden Sports Corp.

Communication Services
52
New
$175.61 - $208.95 $9.13K - $10.9K
52 $10.2M
KMT
Kennametal Inc

Industrials
490
New
$17.54 - $23.27 $8.59K - $11.4K
490 $10.1M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
120
New
$72.71 - $82.56 $8.73K - $9.91K
120 $10.1M
IHDG
Wisdomtree Tr

ETFs
224
New
$38.54 - $46.0 $8.63K - $10.3K
224 $10.1M
ES
Eversource Energy

Utilities
153
New
$54.25 - $65.89 $8.3K - $10.1K
153 $10.1M
VIRT
Virtu Financial, Inc.

Financial Services
239
New
$32.82 - $44.79 $7.84K - $10.7K
239 $10.1M
IMO
Imperial Oil LTD

Energy
120
New
$60.22 - $81.91 $7.23K - $9.83K
120 $10M
MUB
Ishares National Muni Bond ETF

ETFs
96
New
$102.31 - $105.8 $9.82K - $10.2K
96 $10M
VTRS
Viatris Inc

Healthcare
986
New
$7.26 - $9.12 $7.16K - $8.99K
986 $9.98M
WSM
Williams Sonoma Inc

Consumer Cyclical
48
New
$137.62 - $174.44 $6.61K - $8.37K
48 $9.94M
NDSN
Nordson Corp

Industrials
46
New
$167.51 - $223.5 $7.71K - $10.3K
46 $9.93M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
80
New
$102.11 - $124.82 $8.17K - $9.99K
80 $9.9M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
233
New
$35.95 - $42.85 $8.38K - $9.98K
233 $9.82M
DLTR
Dollar Tree, Inc.

Consumer Defensive
86
New
$67.22 - $100.51 $5.78K - $8.64K
86 $9.81M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
19
New
$328.01 - $475.68 $6.23K - $9.04K
19 $9.8M
ESNT
Essent Group Ltd.

Financial Services
158
New
$52.78 - $61.24 $8.34K - $9.68K
158 $9.8M
SPSC
Sps Commerce Inc

Technology
90
New
$121.61 - $152.67 $10.9K - $13.7K
90 $9.76M
RNST
Renasant Corp

Financial Services
263
New
$27.68 - $36.52 $7.28K - $9.6K
263 $9.76M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
149
New
$50.27 - $62.05 $7.49K - $9.25K
149 $9.76M
Curbline Pptys Corp Com
431
New
N/A
431 $9.75M
EBR
Brazilian Electric Power CO

Utilities
1.15K
New
$6.8 - $7.75 $7.82K - $8.91K
1.15K $9.71M
MT
Arcelor Mittal

Basic Materials
289
New
$23.47 - $31.65 $6.78K - $9.15K
289 $9.64M
SIG
Signet Jewelers LTD

Consumer Cyclical
121
New
$50.77 - $82.74 $6.14K - $10K
121 $9.64M
OVV
Ovintiv Inc.

Energy
243
New
$31.18 - $44.14 $7.58K - $10.7K
243 $9.63M
CVLT
Commvault Systems Inc

Technology
50
New
$139.35 - $190.99 $6.97K - $9.55K
50 $9.63M
MGEE
Mge Energy Inc

Utilities
113
New
$86.85 - $93.48 $9.81K - $10.6K
113 $9.61M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
32
New
$179.95 - $278.88 $5.76K - $8.92K
32 $9.6M
MDU
Mdu Resources Group Inc

Industrials
578
New
$15.6 - $17.76 $9.02K - $10.3K
578 $9.58M
Smurfit Westrock PLC Shs
216
New
N/A
216 $9.56M
CIEN
Ciena Corp

Technology
99
New
$53.5 - $83.89 $5.3K - $8.31K
99 $9.54M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
79
New
$96.02 - $124.33 $7.59K - $9.82K
79 $9.54M
CNQ
Canadian Natural Resources LTD

Energy
318
New
$25.14 - $34.01 $7.99K - $10.8K
318 $9.51M
LIFE
A Tyr Pharma Inc

Healthcare
1.82K
New
N/A
1.82K $9.49M
CVCO
Cavco Industries Inc.

Consumer Cyclical
20
New
$396.53 - $537.62 $7.93K - $10.8K
20 $9.48M
REZI
Resideo Technologies, Inc.

Industrials
303
New
$14.69 - $22.46 $4.45K - $6.81K
303 $9.48M
AXON
Axon Enterprise, Inc.

Industrials
12
New
$497.13 - $827.94 $5.97K - $9.94K
12 $9.48M
Pagaya Technologies LTD Cl A New
300
New
N/A
300 $9.47M
Brookfield Asset Managmt LTD Cl A Lmt Vtg Shs
151
New
N/A
151 $9.46M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
291
New
$28.81 - $34.65 $8.38K - $10.1K
291 $9.44M
MYRG
Myr Group Inc.

Industrials
49
New
$101.85 - $182.61 $4.99K - $8.95K
49 $9.44M
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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