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
IDA
Idacorp Inc

Utilities
75
New
$111.01 - $119.72 $8.33K - $8.98K
75 $9.42M
PI
Impinj Inc

Technology
58
New
$62.54 - $125.05 $3.63K - $7.25K
58 $9.42M
LAMR
Lamar Advertising CO

Real Estate
80
New
$102.35 - $121.67 $8.19K - $9.73K
80 $9.38M
PBA
Pembina Pipeline Corp

Energy
263
New
$35.16 - $40.88 $9.25K - $10.8K
263 $9.38M
FDEV
Fidelity International Multifa

ETFs
285
New
$26.86 - $32.58 $7.66K - $9.29K
285 $9.37M
CATY
Cathay General Bancorp

Financial Services
197
New
$37.32 - $45.67 $7.35K - $9K
197 $9.37M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
53
New
$153.22 - $199.8 $8.12K - $10.6K
53 $9.37M
PTGX
Protagonist Therapeutics, Inc

Healthcare
171
New
$40.89 - $56.37 $6.99K - $9.64K
171 $9.33M
FICO
Fair Isaac Corp

Technology
7
New
$1503.62 - $2206.01 $10.5K - $15.4K
7 $9.3M
GEFB
Greif, Inc. Cl B
131
New
N/A
131 $9.28M
ICUI
Icu Medical Inc

Healthcare
84
New
$127.74 - $151.04 $10.7K - $12.7K
84 $9.27M
TER
Teradyne, Inc

Technology
83
New
$67.96 - $91.05 $5.64K - $7.56K
83 $9.27M
ZETA
Zeta Global Holdings Corp.

Technology
500
New
$11.02 - $16.81 $5.51K - $8.41K
500 $9.27M
MRNA
Moderna, Inc.

Healthcare
361
New
$23.65 - $28.54 $8.54K - $10.3K
361 $9.26M
RSP
Invesco S&P 500 Equal Weight E

ETFs
50
New
$152.93 - $181.74 $7.65K - $9.09K
50 $9.25M
EIX
Edison International

Utilities
165
New
$48.32 - $59.92 $7.97K - $9.89K
165 $9.23M
CPK
Chesapeake Utilities Corp

Utilities
74
New
$116.0 - $135.5 $8.58K - $10K
74 $9.21M
AR
Antero Resources Corp

Energy
284
New
$31.92 - $43.78 $9.07K - $12.4K
284 $9.19M
EUFN
Ishares Msci Europe Financials

ETFs
270
New
$24.77 - $32.27 $6.69K - $8.71K
270 $9.17M
Annaly Capital Management Inc Com New
445
New
N/A
445 $9.17M
CENT
Central Garden & Pet CO

Consumer Defensive
260
New
$33.56 - $36.96 $8.73K - $9.61K
260 $9.16M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
94
New
N/A
94 $9.14M
VRT
Vertiv Holdings CO

Industrials
64
New
N/A
64 $9.13M
RGA
Reinsurance Group Of America Inc

Financial Services
49
New
$168.32 - $209.71 $8.25K - $10.3K
49 $9.13M
TXT
Textron Inc

Industrials
116
New
$60.72 - $80.34 $7.04K - $9.32K
116 $9.11M
RJF
Raymond James Financial Inc

Financial Services
54
New
$123.65 - $153.88 $6.68K - $8.31K
54 $9.09M
BIIB
Biogen Inc.

Healthcare
70
New
$113.38 - $135.49 $7.94K - $9.48K
70 $9.03M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
32
New
$160.63 - $257.78 $5.14K - $8.25K
32 $9.02M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
210
New
$38.16 - $46.72 $8.01K - $9.81K
210 $8.98M
NOK
Nokia Corp

Technology
2.17K
New
$4.65 - $5.43 $10.1K - $11.8K
2.17K $8.98M
Concentra Group Holdings Paren Common Stock
399
New
N/A
399 $8.94M
ARGX
Argenx Se

Healthcare
14
New
$532.27 - $656.65 $7.45K - $9.19K
14 $8.93M
Rubrik Inc. Cl A
101
New
N/A
101 $8.92M
PSMT
Pricesmart Inc

Consumer Defensive
80
New
$82.12 - $108.35 $6.57K - $8.67K
80 $8.92M
IONS
Ionis Pharmaceuticals Inc

Healthcare
215
New
$25.51 - $40.0 $5.48K - $8.6K
215 $8.9M
WBS
Webster Financial Corp

Financial Services
154
New
$41.76 - $54.91 $6.43K - $8.46K
154 $8.9M
LENB
Lennar Corporation Cl B
74
New
N/A
74 $8.82M
FELE
Franklin Electric CO Inc

Industrials
91
New
$84.21 - $95.87 $7.66K - $8.72K
91 $8.77M
PFGC
Performance Food Group CO

Consumer Defensive
89
New
$71.62 - $89.56 $6.37K - $7.97K
89 $8.75M
EGP
Eastgroup Properties Inc

Real Estate
54
New
$145.28 - $176.09 $7.85K - $9.51K
54 $8.73M
HPQ
Hp Inc

Technology
328
New
$21.88 - $29.32 $7.18K - $9.62K
328 $8.73M
WAT
Waters Corp

Healthcare
31
New
$307.71 - $366.67 $9.54K - $11.4K
31 $8.72M
CNK
Cinemark Holdings, Inc.

Communication Services
343
New
$24.54 - $33.77 $8.42K - $11.6K
343 $8.71M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
152
New
N/A
152 $8.71M
SF
Stifel Financial Corp

Financial Services
76
New
$76.49 - $103.78 $5.81K - $7.89K
76 $8.7M
EXEL
Exelixis, Inc.

Healthcare
229
New
$34.13 - $46.26 $7.82K - $10.6K
229 $8.69M
HTGC
Hercules Capital, Inc.

Financial Services
451
New
$16.24 - $19.1 $7.32K - $8.61K
451 $8.67M
OKTA
Okta, Inc.

Technology
97
New
$91.24 - $127.3 $8.85K - $12.3K
97 $8.67M
AIT
Applied Industrial Technologies Inc

Industrials
32
New
$206.03 - $243.28 $6.59K - $7.78K
32 $8.66M
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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