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
SBSI
Southside Bancshares Inc

Financial Services
81
New
$26.49 - $29.9 $2.15K - $2.42K
81 $2.42M
SAFT
Safety Insurance Group Inc

Financial Services
33
New
$73.02 - $83.49 $2.41K - $2.76K
33 $2.42M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
21
New
$105.72 - $1416.0 $2.22K - $29.7K
21 $2.41M
INSW
International Seaways, Inc.

Energy
57
New
$28.76 - $40.96 $1.64K - $2.33K
57 $2.41M
LSCC
Lattice Semiconductor Corp

Technology
38
New
$37.84 - $56.0 $1.44K - $2.13K
38 $2.41M
OPCH
Option Care Health, Inc.

Healthcare
84
New
$30.69 - $34.95 $2.58K - $2.94K
84 $2.4M
DDS
Dillard'S, Inc.

Consumer Cyclical
5
New
$294.77 - $422.75 $1.47K - $2.11K
5 $2.39M
CARS
Cars.Com Inc.

Consumer Cyclical
185
New
$10.05 - $12.1 $1.86K - $2.24K
185 $2.39M
BANC
Banc Of California, Inc.

Financial Services
156
New
$12.06 - $14.62 $1.88K - $2.28K
156 $2.37M
SCCO
Southern Copper Corp

Basic Materials
24
New
$75.63 - $104.64 $1.82K - $2.51K
24 $2.36M
RTO
Rentokil Initial PLC

Industrials
94
New
$19.89 - $24.42 $1.87K - $2.3K
94 $2.36M
COLL
Collegium Pharmaceutical, Inc

Healthcare
62
New
$24.67 - $30.44 $1.53K - $1.89K
62 $2.35M
MUSA
Murphy Usa Inc.

Consumer Cyclical
6
New
$388.56 - $520.27 $2.33K - $3.12K
6 $2.34M
CASH
Meta Financial Group Inc

Financial Services
31
New
$67.2 - $83.08 $2.08K - $2.58K
31 $2.34M
CGNX
Cognex Corp

Technology
55
New
$23.27 - $32.07 $1.28K - $1.76K
55 $2.32M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
49
New
$45.68 - $47.4 $2.24K - $2.32K
49 $2.32M
VONG
Vanguard Russell 1000 Growth E

ETFs
20
New
$82.51 - $109.2 $1.65K - $2.18K
20 $2.32M
GNL
Global Net Lease, Inc.

Real Estate
308
New
$6.82 - $8.08 $2.1K - $2.49K
308 $2.31M
PTEN
Patterson Uti Energy Inc

Energy
412
New
$5.46 - $8.56 $2.25K - $3.53K
412 $2.31M
ESS
Essex Property Trust, Inc.

Real Estate
9
New
N/A
9 $2.29M
HYDB
Ishares Tr Edge High Yield Def

ETFs
48
New
$44.64 - $47.48 $2.14K - $2.28K
48 $2.29M
ROCK
Gibraltar Industries, Inc.

Industrials
37
New
$50.2 - $63.09 $1.86K - $2.33K
37 $2.28M
MGPI
Mgp Ingredients Inc

Consumer Defensive
82
New
$26.51 - $33.56 $2.17K - $2.75K
82 $2.27M
MKTX
Marketaxess Holdings Inc

Financial Services
12
New
$203.19 - $231.09 $2.44K - $2.77K
12 $2.26M
EWRE
Invesco S&P 500 Equal Weight R

ETFs
65
New
N/A
65 $2.24M
CFFN
Capitol Federal Financial, Inc.

Financial Services
368
New
$5.03 - $6.1 $1.85K - $2.24K
368 $2.24M
UMC
United Microelectronics Corp

Technology
323
New
$6.12 - $8.32 $1.98K - $2.69K
323 $2.2M
NTCT
Netscout Systems Inc

Technology
97
New
$19.23 - $25.14 $1.87K - $2.44K
97 $2.19M
QDEL
Quidel Ortho Corp

Healthcare
87
New
$24.46 - $37.42 $2.13K - $3.26K
87 $2.19M
HAS
Hasbro, Inc.

Consumer Cyclical
28
New
$50.71 - $73.82 $1.42K - $2.07K
28 $2.19M
HAFC
Hanmi Financial Corp

Financial Services
91
New
$20.42 - $24.81 $1.86K - $2.26K
91 $2.18M
HOLX
Hologic Inc

Healthcare
32
New
$52.73 - $65.22 $1.69K - $2.09K
32 $2.17M
NGVT
Ingevity Corp

Basic Materials
40
New
$29.88 - $44.53 $1.2K - $1.78K
40 $2.15M
Six Flags Entertainment Corp Com
84
New
N/A
84 $2.15M
VDE
Vanguard Energy ETF

ETFs
18
New
$105.87 - $130.56 $1.91K - $2.35K
18 $2.14M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
21
New
$66.94 - $88.47 $1.41K - $1.86K
21 $2.13M
SJNK
Spdr Bloomberg Short Term High

ETFs
84
New
$24.12 - $25.48 $2.03K - $2.14K
84 $2.13M
VSH
Vishay Intertechnology Inc

Technology
144
New
$10.57 - $15.97 $1.52K - $2.3K
144 $2.13M
CUZ
Cousins Properties Inc

Real Estate
77
New
$25.15 - $30.53 $1.94K - $2.35K
77 $2.13M
IEX
Idex Corp

Industrials
13
New
$160.66 - $191.29 $2.09K - $2.49K
13 $2.12M
WSO
Watsco Inc

Industrials
5
New
$421.84 - $520.66 $2.11K - $2.6K
5 $2.11M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
18
New
$49.95 - $128.54 $899 - $2.31K
18 $2.1M
INSP
Inspire Medical Systems, Inc.

Healthcare
25
New
$127.18 - $161.88 $3.18K - $4.05K
25 $2.1M
FLRN
Spdr Bloomberg Investment Grad

ETFs
68
New
$30.29 - $30.83 $2.06K - $2.1K
68 $2.09M
ROIV
Roivant Sciences Ltd.

Healthcare
180
New
$9.08 - $11.62 $1.63K - $2.09K
180 $2.08M
VALE
Vale S.A.

Basic Materials
200
New
$8.26 - $10.1 $1.65K - $2.02K
200 $2.08M
XRX
Xerox Holdings Corp

Technology
489
New
$3.64 - $5.95 $1.78K - $2.91K
489 $2.06M
CWENA
Clearway Energy Inc Cl A
75
New
N/A
75 $2.06M
PFBC
Preferred Bank

Financial Services
22
New
$75.32 - $87.67 $1.66K - $1.93K
22 $2.05M
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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