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
GNTX
Gentex Corp

Consumer Cyclical
18
New
$20.83 - $23.52 $375 - $423
18 $490K
DINO
Hf Sinclair Corp

Energy
11
New
$25.91 - $41.85 $285 - $460
11 $488K
PDFS
Pdf Solutions Inc

Technology
24
New
$16.41 - $21.44 $394 - $515
24 $487K
BGS
B&G Foods, Inc.

Consumer Defensive
117
New
$4.02 - $7.07 $470 - $827
117 $487K
NGL
Ngl Energy Partners LP

Energy
100
New
$2.8 - $4.76 $280 - $476
100 $486K
AXS
Axis Capital Holdings LTD

Financial Services
5
New
$87.23 - $106.93 $436 - $535
5 $485K
VICR
Vicor Corp

Technology
10
New
$39.41 - $51.91 $394 - $519
10 $484K
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
5
New
$46.95 - $68.11 $235 - $341
5 $482K
ITIC
Investors Title CO

Financial Services
2
New
$193.09 - $252.2 $386 - $504
2 $478K
NJR
New Jersey Resources Corp

Utilities
10
New
$44.23 - $49.97 $442 - $500
10 $476K
SLGN
Silgan Holdings Inc

Consumer Cyclical
10
New
$45.48 - $56.15 $455 - $562
10 $464K
SR
Spire Inc

Utilities
6
New
$71.03 - $79.07 $426 - $474
6 $461K
UMBF
Umb Financial Corp

Financial Services
4
New
$86.4 - $107.99 $346 - $432
4 $458K
VTWO
Vanguard Russell 2000 ETF

ETFs
5
New
$70.56 - $87.22 $353 - $436
5 $458K
GNW
Genworth Financial Inc

Financial Services
54
New
$6.12 - $7.89 $330 - $426
54 $456K
BE
Bloom Energy Corp

Industrials
11
New
$16.32 - $23.92 $180 - $263
11 $454K
Reddit Inc Cl A
2
New
N/A
2 $448K
ALX
Alexanders Inc

Real Estate
2
New
$193.54 - $232.53 $387 - $465
2 $443K
AVNT
Avient Corp

Basic Materials
13
New
$28.93 - $39.01 $376 - $507
13 $441K
BAH
Booz Allen Hamilton Holding Corp

Industrials
4
New
$99.97 - $129.69 $400 - $519
4 $436K
TBK
Triumph Bancorp, Inc.

Financial Services
8
New
N/A
8 $433K
POR
Portland General Electric CO

Utilities
10
New
$39.96 - $44.75 $400 - $448
10 $427K
HUBS
Hubspot Inc

Technology
1
New
$487.07 - $672.24 $487 - $672
1 $424K
RVMD
Revolution Medicines, Inc.

Healthcare
12
New
$31.13 - $41.98 $374 - $504
12 $423K
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
46
New
$6.24 - $8.83 $287 - $406
46 $421K
AVUS
American Centy ETF Tr Avantis

ETFs
4
New
$81.38 - $100.82 $326 - $403
4 $420K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1
New
$299.15 - $396.54 $299 - $397
1 $418K
BCE
Bce Inc

Communication Services
17
New
$20.87 - $22.95 $355 - $390
17 $417K
AAL
American Airlines Group Inc.

Industrials
32
New
N/A
32 $415K
SITE
Site One Landscape Supply, Inc.

Industrials
3
New
$104.79 - $127.3 $314 - $382
3 $414K
CHDN
Churchill Downs Inc

Consumer Cyclical
4
New
$87.99 - $111.79 $352 - $447
4 $409K
PTCT
Ptc Therapeutics, Inc.

Healthcare
9
New
$36.19 - $52.13 $326 - $469
9 $407K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
24
New
$12.82 - $18.15 $308 - $436
24 $398K
UHT
Universal Health Realty Income Trust

Real Estate
10
New
$36.71 - $41.51 $367 - $415
10 $397K
HURN
Huron Consulting Group Inc.

Industrials
3
New
$132.14 - $153.61 $396 - $461
3 $397K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
22
New
$10.67 - $15.71 $235 - $346
22 $396K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
2
New
$162.37 - $200.76 $325 - $402
2 $396K
IE
Ivanhoe Electric Inc.

Basic Materials
39
New
$4.74 - $9.91 $185 - $386
39 $392K
HE
Hawaiian Electric Industries Inc

Utilities
34
New
$9.36 - $10.96 $318 - $373
34 $390K
VOOV
Vanguard S&P 500 Value ETF

ETFs
2
New
$162.65 - $188.71 $325 - $377
2 $387K
ZG
Zillow Group, Inc.

Communication Services
5
New
$59.44 - $70.64 $297 - $353
5 $385K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
47
New
$5.0 - $7.65 $235 - $360
47 $383K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
32
New
$10.8 - $16.92 $346 - $541
32 $383K
EIG
Employers Holdings, Inc.

Financial Services
9
New
$46.08 - $51.35 $415 - $462
9 $379K
OGS
One Gas, Inc.

Utilities
5
New
$71.59 - $81.38 $358 - $407
5 $379K
EVGO
E Vgo Inc.

Consumer Cyclical
100
New
$2.41 - $4.61 $241 - $461
100 $376K
COMP
Compass, Inc.

Technology
44
New
$5.8 - $8.98 $255 - $395
44 $373K
PEB
Pebblebrook Hotel Trust

Real Estate
38
New
$7.71 - $10.59 $293 - $402
38 $372K
MBWM
Mercantile Bank Corp

Financial Services
8
New
$38.53 - $46.41 $308 - $371
8 $372K
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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