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
USMV
Ishares Msci Usa Min Vol Facto

ETFs
69
New
$85.42 - $94.39 $5.89K - $6.51K
69 $6.42M
IAC
Iac/Inter Active Corp

Communication Services
189
New
$32.68 - $40.02 $6.18K - $7.56K
189 $6.42M
IQLT
Ishares Msci Intl Quality Fact

ETFs
150
New
$35.9 - $43.76 $5.39K - $6.56K
150 $6.41M
SCL
Stepan CO

Basic Materials
127
New
$45.26 - $56.69 $5.75K - $7.2K
127 $6.4M
ALLY
Ally Financial Inc.

Financial Services
167
New
$30.09 - $38.95 $5.03K - $6.5K
167 $6.4M
ALRM
Alarm.Com Holdings, Inc.

Technology
116
New
$49.34 - $60.68 $5.72K - $7.04K
116 $6.38M
Fidelity Wise Origin Bitcoin Fund
61
New
N/A
61 $6.37M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
77
New
$65.42 - $80.7 $5.04K - $6.21K
77 $6.37M
IBM
International Business Machines Corp

Technology
51
+ 5.39%
$221.03 - $294.78 $11.3K - $15K
997 $234M
FIVA
Fidelity Covington Tr

ETFs
208
New
$23.66 - $29.55 $4.92K - $6.15K
208 $6.36M
Solventum Corp Com Shs
88
New
N/A
88 $6.34M
FOX
Fox Corp Cl B (De)

Communication Services
124
New
$43.81 - $53.0 $5.43K - $6.57K
124 $6.34M
CBSH
Commerce Bancshares Inc

Financial Services
103
New
$55.42 - $65.63 $5.71K - $6.76K
103 $6.33M
KINS
Kingstone Companies, Inc.

Financial Services
400
New
$14.66 - $21.67 $5.86K - $8.67K
400 $6.31M
AKAM
Akamai Technologies Inc

Technology
87
New
N/A
87 $6.29M
BBAX
J P Morgan Betabuilders Develo

ETFs
111
New
$42.69 - $54.65 $4.74K - $6.07K
111 $6.28M
MRTN
Marten Transport LTD

Industrials
517
New
$12.69 - $13.95 $6.56K - $7.21K
517 $6.27M
CHWY
Chewy, Inc.

Consumer Cyclical
173
New
$31.21 - $48.21 $5.4K - $8.34K
173 $6.26M
TOST
Toast, Inc.

Technology
142
New
$30.03 - $45.23 $4.26K - $6.42K
142 $6.26M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
15
New
$224.32 - $326.09 $3.36K - $4.89K
15 $6.26M
STRA
Strategic Education, Inc.

Consumer Defensive
80
New
$77.09 - $92.26 $6.17K - $7.38K
80 $6.25M
PAVE
Global X Fds Us Infrastructure

ETFs
134
New
$33.78 - $43.68 $4.53K - $5.85K
134 $6.25M
NWN
Northwest Natural Holding CO

Utilities
153
New
$39.62 - $44.11 $6.06K - $6.75K
153 $6.25M
LDOS
Leidos Holdings, Inc.

Technology
35
New
$132.9 - $160.3 $4.65K - $5.61K
35 $6.23M
SKX
Skechers Usa Inc

Consumer Cyclical
99
New
$45.48 - $63.1 $4.5K - $6.25K
99 $6.23M
VGLT
Vanguard Long Term Treasury Et

ETFs
112
New
$53.66 - $58.71 $6.01K - $6.58K
112 $6.21M
PLAB
Photronics Inc

Technology
292
New
$16.71 - $20.93 $4.88K - $6.11K
292 $6.19M
BKE
Buckle Inc

Consumer Cyclical
111
New
$33.77 - $45.57 $3.75K - $5.06K
111 $6.18M
TNL
Travel & Leisure Co.

Consumer Cyclical
102
New
$38.78 - $51.89 $3.96K - $5.29K
102 $6.17M
UNFI
United Natural Foods Inc

Consumer Defensive
230
New
$21.3 - $31.55 $4.9K - $7.26K
230 $6.16M
GGG
Graco Inc

Industrials
72
New
$74.02 - $87.26 $5.33K - $6.28K
72 $6.15M
BRX
Brixmor Property Group Inc.

Real Estate
232
New
N/A
232 $6.13M
CMA
Comerica Inc

Financial Services
90
New
$50.42 - $59.65 $4.54K - $5.37K
90 $6.12M
FEM
First Trust Emerging Markets A

ETFs
235
New
$19.94 - $24.69 $4.69K - $5.8K
235 $6.11M
KEY
Keycorp

Financial Services
341
New
$13.23 - $17.42 $4.51K - $5.94K
341 $6.11M
TPR
Tapestry, Inc.

Consumer Cyclical
55
New
$60.6 - $87.81 $3.33K - $4.83K
55 $6.1M
LUV
Southwest Airlines CO

Industrials
198
New
$24.04 - $34.36 $4.76K - $6.8K
198 $6.08M
AIZ
Assurant, Inc.

Financial Services
29
New
$179.73 - $211.56 $5.21K - $6.14K
29 $6.07M
NMR
Nomura Holdings Inc

Financial Services
837
New
$4.95 - $6.6 $4.14K - $5.52K
837 $6.05M
H
Hyatt Hotels Corp

Consumer Cyclical
43
New
$104.22 - $139.65 $4.48K - $6K
43 $6.05M
PRK
Park National Corp

Financial Services
36
New
$141.75 - $170.63 $5.1K - $6.14K
36 $6.02M
DECK
Deckers Outdoor Corp

Consumer Cyclical
58
New
$100.44 - $129.37 $5.83K - $7.5K
58 $6.02M
TRST
Trustco Bank Corp N Y

Financial Services
172
New
$27.56 - $33.42 $4.74K - $5.75K
172 $6M
VNO
Vornado Realty Trust

Real Estate
163
New
$31.74 - $41.27 $5.17K - $6.73K
163 $6M
FCA
First Trust China Alphadex Fun

ETFs
224
New
$17.77 - $24.23 $3.98K - $5.43K
224 $6M
BDC
Belden Inc.

Technology
48
New
$87.1 - $116.54 $4.18K - $5.59K
48 $6M
WST
West Pharmaceutical Services Inc

Healthcare
25
New
$190.39 - $227.7 $4.76K - $5.69K
25 $6M
TPL
Texas Pacific Land Corp

Energy
7
New
$1036.28 - $1430.55 $7.25K - $10K
7 $6M
DTM
Dt Midstream, Inc.

Energy
58
New
$87.23 - $109.91 $5.06K - $6.37K
58 $6M
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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