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
ALB
Albemarle Corp

Basic Materials
63
New
$50.76 - $72.25 $3.2K - $4.55K
63 $4.91M
IDEV
Ishares Core Msci Intl Develop

ETFs
63
New
$61.79 - $76.67 $3.89K - $4.83K
63 $4.91M
FHN
First Horizon Corp

Financial Services
223
New
$16.21 - $21.2 $3.61K - $4.73K
223 $4.89M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
113
New
$37.32 - $42.19 $4.22K - $4.77K
113 $4.85M
ADEA
Adeia Inc.

Technology
328
New
$11.23 - $14.24 $3.68K - $4.67K
328 $4.85M
BBD
Bank Bradesco

Financial Services
1.59K
New
$2.02 - $3.09 $3.22K - $4.92K
1.59K $4.81M
SJW
Sjw Group

Utilities
96
New
$50.1 - $56.8 $4.81K - $5.45K
96 $4.8M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
74
New
$60.03 - $72.0 $4.44K - $5.33K
74 $4.8M
PGNY
Progyny, Inc.

Healthcare
220
New
$20.52 - $23.42 $4.51K - $5.15K
220 $4.79M
BOH
Bank Of Hawaii Corp

Financial Services
73
New
$60.02 - $70.83 $4.38K - $5.17K
73 $4.79M
DXPE
Dxp Enterprises Inc

Industrials
39
New
$71.8 - $92.02 $2.8K - $3.59K
39 $4.77M
MSM
Msc Industrial Direct CO Inc

Industrials
55
New
$70.15 - $85.48 $3.86K - $4.7K
55 $4.75M
STBA
S&T Bancorp Inc

Financial Services
125
New
$32.89 - $38.76 $4.11K - $4.85K
125 $4.73M
ALGM
Allegro Microsystems, Inc.

Technology
148
New
$16.53 - $34.19 $2.45K - $5.06K
148 $4.72M
JBGS
Jbg Smith Properties

Real Estate
237
New
$13.98 - $18.4 $3.31K - $4.36K
237 $4.72M
OMC
Omnicom Group Inc.

Communication Services
64
New
$69.22 - $79.77 $4.43K - $5.11K
64 $4.72M
TU
Telus Corp

Communication Services
292
New
$13.82 - $16.49 $4.04K - $4.82K
292 $4.69M
ZM
Zoom Video Communications, Inc.

Technology
67
New
$66.7 - $84.62 $4.47K - $5.67K
67 $4.69M
BDN
Brandywine Realty Trust

Real Estate
1.18K
New
$3.5 - $4.58 $4.13K - $5.4K
1.18K $4.67M
CNXN
Pc Connection Inc

Technology
74
New
$58.9 - $70.64 $4.36K - $5.23K
74 $4.64M
PHG
Koninklijke Philips Nv

Healthcare
172
New
$21.67 - $25.64 $3.73K - $4.41K
172 $4.64M
NTRA
Natera, Inc.

Healthcare
29
New
$132.23 - $171.87 $3.83K - $4.98K
29 $4.63M
SFNC
Simmons First National Corp

Financial Services
234
New
$17.39 - $20.55 $4.07K - $4.81K
234 $4.63M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
97
New
$46.47 - $47.67 $4.51K - $4.62K
97 $4.62M
MTZ
Mastec Inc

Industrials
25
New
$106.07 - $171.99 $2.65K - $4.3K
25 $4.61M
RING
Ishares Inc Msci Global Gold M

ETFs
93
New
$34.72 - $45.62 $3.23K - $4.24K
93 $4.61M
America Movil Sab De Cv Spon Ads Rp Cl B
241
New
N/A
241 $4.6M
INCY
Incyte Corp

Healthcare
56
New
$55.17 - $71.22 $3.09K - $3.99K
56 $4.57M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
240
New
$17.17 - $19.9 $4.12K - $4.78K
240 $4.56M
BSIG
Bright Sphere Investment Group Inc.

Financial Services
95
New
N/A
95 $4.54M
FNDE
Schwab Fundamental Emerging Mk

ETFs
131
New
$26.66 - $33.09 $3.49K - $4.33K
131 $4.52M
MPW
Medical Properties Trust Inc

Real Estate
1.13K
New
$4.31 - $5.91 $4.87K - $6.68K
1.13K $4.5M
KWR
Quaker Chemical Corp

Basic Materials
34
New
$97.26 - $124.36 $3.31K - $4.23K
34 $4.5M
CNO
Cno Financial Group, Inc.

Financial Services
119
New
$36.12 - $42.37 $4.3K - $5.04K
119 $4.49M
VOD
Vodafone Group Public LTD CO

Communication Services
389
New
$8.19 - $10.66 $3.19K - $4.15K
389 $4.49M
CNHI
Cnh Industrial N.V.

Industrials
358
New
N/A
358 $4.48M
PARR
Par Pacific Holdings, Inc.

Energy
159
New
$12.23 - $27.87 $1.94K - $4.43K
159 $4.47M
CCK
Crown Holdings Inc

Consumer Cyclical
44
New
$78.47 - $104.45 $3.45K - $4.6K
44 $4.47M
ROLL
Rbc Bearings Inc

Industrials
11
New
N/A
11 $4.46M
FDS
Factset Research Systems Inc

Financial Services
12
New
$398.85 - $473.32 $4.79K - $5.68K
12 $4.45M
Sandisk Corp Com
95
New
N/A
95 $4.45M
BL
Blackline, Inc.

Technology
90
New
$42.27 - $58.22 $3.8K - $5.24K
90 $4.44M
CELH
Celsius Holdings, Inc.

Consumer Defensive
81
New
$33.89 - $46.39 $2.75K - $3.76K
81 $4.43M
CXW
Core Civic, Inc.

Real Estate
213
New
$19.06 - $23.06 $4.06K - $4.91K
213 $4.41M
JEF
Jefferies Financial Group Inc.

Financial Services
72
New
$41.06 - $56.09 $2.96K - $4.04K
72 $4.41M
STLD
Steel Dynamics Inc

Basic Materials
35
New
N/A
35 $4.4M
Masterbrand Inc Common Stock
352
New
N/A
352 $4.39M
CAG
Conagra Brands Inc.

Consumer Defensive
225
New
$20.4 - $26.78 $4.59K - $6.03K
225 $4.39M
POOL
Pool Corp

Industrials
14
New
$285.0 - $325.66 $3.99K - $4.56K
14 $4.38M
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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