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
ISRG
Intuitive Surgical Inc

Healthcare
298
New
$451.58 - $565.94 $135K - $169K
298 $142M
USXF
Ishares Esg Advanced Msci Usa

Technology
2.52K
New
$41.54 - $53.93 $105K - $136K
2.52K $142M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
3.98K
New
$27.79 - $34.16 $111K - $136K
3.98K $141M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.19K
New
$82.32 - $112.47 $97.6K - $133K
1.19K $141M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.15K
New
$91.62 - $116.16 $105K - $134K
1.15K $140M
KLAC
Kla Corp

Technology
3
+ 0.57%
$576.53 - $902.94 $1.73K - $2.71K
526 $492M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
4.14K
+ 45.71%
$23.45 - $26.56 $97K - $110K
13.2K $358M
Blackrock Inc Com
117
New
N/A
117 $135M
PFE
Pfizer Inc

Healthcare
5.42K
New
$21.59 - $24.84 $117K - $135K
5.42K $134M
FRI
First Tr S&P Reit Index Fd

ETFs
4.95K
New
$24.01 - $27.75 $119K - $137K
4.95K $133M
BSX
Boston Scientific Corp

Healthcare
1.28K
New
$89.7 - $107.41 $115K - $137K
1.28K $131M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
2.73K
New
$25.35 - $64.65 $69.1K - $176K
2.73K $131M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
68
+ 1.96%
$113.67 - $150.4 $7.73K - $10.2K
3.53K $558M
BNDX
Vanguard Total International B

ETFs
2.56K
New
$48.77 - $49.55 $125K - $127K
2.56K $126M
ADI
Analog Devices Inc

Technology
541
New
$164.6 - $238.02 $89K - $129K
541 $126M
BX
Blackstone Inc.

Financial Services
373
+ 24.73%
$120.07 - $151.11 $44.8K - $56.4K
1.88K $327M
XLK
Technology Sector Spdr

ETFs
460
New
$179.73 - $253.23 $82.7K - $116K
460 $123M
GS
Goldman Sachs Group Inc

Financial Services
18
+ 3.87%
$462.22 - $707.75 $8.32K - $12.7K
483 $359M
TJX
Tjx Companies Inc

Consumer Cyclical
917
New
$119.13 - $135.03 $109K - $124K
917 $122M
BXSL
Blackstone Secured Lending Fund

Financial Services
4.04K
New
$26.88 - $32.74 $109K - $132K
4.04K $122M
ABBV
Abb Vie Inc.

Healthcare
323
+ 12.58%
$170.16 - $206.27 $55K - $66.6K
2.89K $574M
C
Citigroup Inc

Financial Services
1.26K
New
$58.13 - $85.12 $73K - $107K
1.26K $120M
FINX
Global X Fds Fintech ETF (De)

ETFs
3.59K
New
$24.27 - $34.22 $87.2K - $123K
3.59K $119M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
306
New
$421.16 - $509.5 $129K - $156K
306 $119M
SYK
Stryker Corp

Healthcare
312
New
$337.37 - $395.63 $105K - $123K
312 $117M
AZN
Astrazeneca PLC

Healthcare
1.55K
New
$64.87 - $75.0 $101K - $116K
1.55K $117M
PGR
Progressive Corp

Financial Services
471
New
$255.27 - $288.74 $120K - $136K
471 $115M
FXH
First Tr Exchange Trd Fd Healt

ETFs
1.11K
New
$93.63 - $103.68 $104K - $115K
1.11K $114M
ADP
Automatic Data Processing Inc

Industrials
379
New
$276.76 - $326.81 $105K - $124K
379 $114M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.16K
New
$81.46 - $94.63 $94.3K - $110K
1.16K $112M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1.33K
+ 0.61%
$24.48 - $24.9 $32.6K - $33.2K
221K $5.51B
SPGI
S&P Global Inc.

Financial Services
200
New
$438.31 - $527.29 $87.7K - $105K
200 $112M
SO
Southern CO

Utilities
1.19K
New
$84.91 - $92.56 $101K - $110K
1.19K $111M
IWP
Ishares Russell Mid Cap Growth

ETFs
23
+ 0.55%
$104.34 - $138.68 $2.4K - $3.19K
4.19K $587M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.62K
New
$57.41 - $74.81 $92.9K - $121K
1.62K $110M
MRK
Merck & Co., Inc.

Healthcare
1.35K
New
$73.47 - $87.12 $98.8K - $117K
1.35K $108M
MU
Micron Technology Inc

Technology
844
New
$64.72 - $127.91 $54.6K - $108K
844 $108M
SNPS
Synopsys Inc

Technology
171
New
$380.9 - $517.66 $65.1K - $88.5K
171 $107M
KKR
Kkr & Co. Inc.

Financial Services
723
New
$92.79 - $134.29 $67.1K - $97.1K
723 $106M
TMO
Thermo Fisher Scientific Inc.

Healthcare
222
New
$390.26 - $489.06 $86.6K - $109K
222 $106M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.22K
New
$83.97 - $92.85 $102K - $113K
1.22K $106M
BKNG
Booking Holdings Inc.

Consumer Cyclical
19
New
$4164.15 - $5789.24 $79.1K - $110K
19 $106M
ITOT
Ishares Core S&P Total U.S. St

ETFs
753
New
$108.12 - $135.04 $81.4K - $102K
753 $106M
AMGN
Amgen Inc

Healthcare
365
New
$262.28 - $309.85 $95.7K - $113K
365 $104M
LOW
Lowes Companies Inc

Consumer Cyclical
424
New
$210.83 - $235.28 $89.4K - $99.8K
424 $104M
ETN
Eaton Corp PLC

Industrials
286
New
$246.52 - $356.99 $70.5K - $102K
286 $104M
TMUS
T Mobile Us, Inc.

Communication Services
411
New
$220.99 - $268.54 $90.8K - $110K
411 $104M
NEE
Nextera Energy Inc

Utilities
1.43K
New
$64.11 - $75.0 $91.5K - $107K
1.43K $103M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.11K
New
$61.92 - $81.5 $68.9K - $90.6K
1.11K $102M
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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