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
WMK
Weis Markets Inc

Consumer Defensive
2
New
$71.84 - $88.84 $144 - $178
2 $145K
GNE
Genie Energy Ltd.

Utilities
9
New
$14.61 - $27.87 $131 - $251
9 $144K
EBC
Eastern Bankshares, Inc.

Financial Services
9
New
$14.18 - $16.5 $128 - $149
9 $143K
PD
Pager Duty, Inc.

Technology
9
New
$13.92 - $18.38 $125 - $165
9 $139K
RNA
Avidity Biosciences, Inc.

Healthcare
3
New
$24.08 - $36.24 $72.2 - $109
3 $139K
Waystar Hldg Corp Com
4
New
N/A
4 $138K
PLUG
Plug Power Inc

Industrials
89
New
$0.7 - $1.49 $62.3 - $133
89 $137K
TITN
Titan Machinery Inc.

Industrials
7
New
$14.14 - $22.54 $99 - $158
7 $137K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
6
New
$16.82 - $21.97 $101 - $132
6 $136K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
3
New
$35.46 - $44.91 $106 - $135
3 $135K
TWI
Titan International Inc

Industrials
16
New
$6.27 - $10.43 $100 - $167
16 $134K
Atlanta Braves Hldgs Inc Com Ser C
3
New
N/A
3 $133K
CWK
Cushman & Wakefield PLC

Real Estate
9
New
$7.9 - $11.13 $71.1 - $100
9 $128K
SRCE
1 St Source Corp

Financial Services
2
New
$53.28 - $62.88 $107 - $126
2 $122K
HRI
Herc Holdings Inc

Industrials
1
New
$102.34 - $142.19 $102 - $142
1 $121K
LBRDK
Liberty Broadband Corp

Communication Services
2
New
$73.65 - $101.29 $147 - $203
2 $120K
USLM
United States Lime & Minerals Inc

Basic Materials
1
New
$85.25 - $107.02 $85.3 - $107
1 $119K
Viking Holdings LTD Ord Shs
2
New
N/A
2 $119K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
1
New
$110.23 - $131.5 $110 - $132
1 $118K
EQBK
Equity Bancshares Inc

Financial Services
3
New
N/A
3 $117K
FRME
First Merchants Corp

Financial Services
3
New
$34.13 - $40.19 $102 - $121
3 $117K
Genedx Holdings Corp Com Cl A
1
New
N/A
1 $116K
Standardaero Inc Com
4
New
N/A
4 $115K
JJSF
J&J Snack Foods Corp

Consumer Defensive
1
New
$111.46 - $136.93 $111 - $137
1 $113K
Amer Sports Inc Com Shs
3
New
N/A
3 $112K
OGN
Organon & Co.

Healthcare
12
New
$8.04 - $14.72 $96.5 - $177
12 $109K
BCO
Brinks CO

Industrials
1
New
$82.06 - $94.4 $82.1 - $94.4
1 $109K
LMB
Limbach Holdings, Inc.

Industrials
1
New
$69.3 - $142.14 $69.3 - $142
1 $109K
Lazard Inc Com
2
New
N/A
2 $108K
NHC
National Healthcare Corp

Healthcare
1
New
$89.91 - $109.05 $89.9 - $109
1 $107K
NBR
Nabors Industries LTD

Energy
3
New
$24.6 - $42.84 $73.8 - $129
3 $106K
APG
A Pi Group Corp

Industrials
3
New
$32.2 - $51.23 $96.6 - $154
3 $106K
EVH
Evolent Health, Inc.

Healthcare
12
New
$7.21 - $11.26 $86.5 - $135
12 $106K
SENEA
Seneca Foods Corp

Consumer Defensive
1
New
$82.54 - $101.43 $82.5 - $101
1 $105K
Siriusxm Holdings Inc Common Stock
5
New
N/A
5 $105K
RYN
Rayonier Inc

Real Estate
4
New
$22.12 - $28.02 $88.5 - $112
4 $105K
IRT
Independence Realty Trust, Inc.

Real Estate
6
New
$17.41 - $21.38 $104 - $128
6 $104K
NN
Nextnav Inc.

Communication Services
7
New
$10.96 - $15.32 $76.7 - $107
7 $103K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
1
New
$89.28 - $103.69 $89.3 - $104
1 $103K
HOG
Harley Davidson, Inc.

Consumer Cyclical
4
New
$20.82 - $25.94 $83.3 - $104
4 $102K
NBN
Northeast Bk Lewiston Me Com

Financial Services
1
New
$80.61 - $92.41 $80.6 - $92.4
1 $102K
NVAX
Novavax Inc

Healthcare
12
New
$5.43 - $7.74 $65.2 - $92.9
12 $102K
NATH
Nathans Famous, Inc.

Consumer Cyclical
1
New
$90.55 - $115.66 $90.6 - $116
1 $102K
TEX
Terex Corp

Industrials
2
New
$32.21 - $48.33 $64.4 - $96.7
2 $101K
SCHL
Scholastic Corp

Communication Services
4
New
$15.84 - $21.87 $63.4 - $87.5
4 $101K
NSP
Insperity, Inc.

Industrials
2
New
$58.55 - $89.92 $117 - $180
2 $100K
Liberty Global LTD Com Cl A
9
New
N/A
9 $100K
ENS
Ener Sys

Industrials
1
New
$78.52 - $100.4 $78.5 - $100
1 $99K
KEX
Kirby Corp

Industrials
1
New
$87.32 - $114.99 $87.3 - $115
1 $99K
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
Track This Portfolio

Track Twin Peaks Wealth Advisors, LLC Portfolio

Follow Twin Peaks Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Twin Peaks Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email