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
Roundhill Magnificent Seven ETF
929
New
N/A
929 $56.3M
LEGR
First Tr ETF Indxx Innovation

ETFs
1.03K
New
$42.95 - $53.81 $44.3K - $55.5K
1.03K $56.2M
Jpmorgan Active Bond ETF
946
+ 10.64%
N/A
9.84K $526M
XLV
Select Sector Spdr Fund Health

ETFs
427
New
$128.77 - $144.3 $55K - $61.6K
427 $56M
INTC
Intel Corp

Technology
2.57K
New
$18.13 - $22.69 $46.6K - $58.3K
2.57K $56M
UNP
Union Pacific Corp

Industrials
256
New
$208.27 - $238.46 $53.3K - $61K
256 $56M
HWM
Howmet Aerospace Inc.

Industrials
308
New
$112.33 - $186.13 $34.6K - $57.3K
308 $55.7M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
380
New
$101.69 - $139.02 $38.6K - $52.8K
380 $55.1M
Celestica Inc Com
257
New
N/A
257 $54.9M
JNJ
Johnson & Johnson

Healthcare
126
+ 7.33%
$146.36 - $159.82 $18.4K - $20.1K
1.85K $319M
EEM
Ishares Msci Emerging Markets

ETFs
1.08K
New
$38.52 - $48.28 $41.8K - $52.3K
1.08K $54.1M
RBLX
Roblox Corp

Communication Services
415
New
$51.22 - $105.59 $21.3K - $43.8K
415 $53.7M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
451
New
$116.93 - $119.39 $52.7K - $53.8K
451 $53.6M
BTI
British American Tobacco P.L.C.

Consumer Defensive
921
New
$39.43 - $49.34 $36.3K - $45.4K
921 $53.3M
VOT
Vanguard Mid Cap Growth Index

ETFs
185
New
$216.28 - $284.39 $40K - $52.6K
185 $53.1M
PWR
Quanta Services, Inc.

Industrials
135
New
$239.47 - $381.26 $32.3K - $51.5K
135 $52.8M
ROAM
Hartford Multifactor Emerging

ETFs
1.95K
New
$20.9 - $26.42 $40.7K - $51.4K
1.95K $52.7M
ABC
Amerisourcebergen Corp

Healthcare
181
New
N/A
181 $52.3M
XLC
Select Sector Spdr Tr Communic

ETFs
471
New
$86.13 - $108.53 $40.6K - $51.1K
471 $51.9M
VLO
Valero Energy Corp

Energy
389
New
$104.69 - $141.77 $40.7K - $55.1K
389 $51.9M
DHR
Danaher Corp

Healthcare
250
New
$174.64 - $205.16 $43.7K - $51.3K
250 $51.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.24K
New
$32.66 - $40.75 $40.4K - $50.4K
1.24K $51.3M
EME
Emcor Group, Inc.

Industrials
81
New
$342.02 - $534.89 $27.7K - $43.3K
81 $51.2M
RY
Royal Bank Of Canada

Financial Services
377
New
$108.36 - $131.55 $40.9K - $49.6K
377 $50.8M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
1.4K
New
$24.46 - $33.16 $34.2K - $46.4K
1.4K $50.5M
SE
Sea LTD

Consumer Cyclical
289
New
$105.57 - $170.4 $30.5K - $49.2K
289 $50.3M
PNC
Pnc Financial Services Group, Inc.

Financial Services
263
New
$149.76 - $186.42 $39.4K - $49K
263 $50.3M
UL
Unilever PLC

Consumer Defensive
823
New
$57.9 - $65.43 $47.7K - $53.8K
823 $50.3M
SAN
Banco Santander, S.A.

Financial Services
5.33K
New
$5.72 - $8.32 $30.5K - $44.3K
5.33K $50M
SHW
Sherwin Williams CO

Basic Materials
139
New
$313.51 - $363.51 $43.6K - $50.5K
139 $49.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
534
New
$72.96 - $90.39 $39K - $48.3K
534 $48.6M
STZ
Constellation Brands, Inc.

Consumer Defensive
286
New
$160.0 - $195.62 $45.8K - $55.9K
286 $48.6M
EUSB
Ishares Tr Esg Advanced Total

Technology
1.11K
New
$42.54 - $43.56 $47.3K - $48.4K
1.11K $48.3M
EQIX
Equinix Inc

Real Estate
61
New
$740.07 - $914.43 $45.1K - $55.8K
61 $47.9M
GD
General Dynamics Corp

Industrials
150
New
$247.68 - $291.66 $37.2K - $43.7K
150 $47.2M
ILCV
Ishares Morningstar Value ETF

ETFs
542
New
$72.16 - $83.39 $39.1K - $45.2K
542 $46.5M
HIG
Hartford Financial Services Group, Inc.

Financial Services
357
New
$109.83 - $131.67 $39.2K - $47K
357 $46.1M
MET
Metlife Inc

Financial Services
597
New
$68.42 - $82.49 $40.8K - $49.2K
597 $45.7M
NVO
Novo Nordisk A S

Healthcare
915
New
$58.08 - $81.05 $53.1K - $74.2K
915 $45.5M
GLW
Corning Inc

Technology
692
New
$39.07 - $52.59 $27K - $36.4K
692 $45.5M
MCHP
Microchip Technology Inc

Technology
705
New
$35.34 - $71.6 $24.9K - $50.5K
705 $45.5M
MNST
Monster Beverage Corp

Consumer Defensive
710
New
$55.01 - $64.24 $39.1K - $45.6K
710 $45.5M
IYE
Ishares Tr

ETFs
1K
New
$40.36 - $49.67 $40.4K - $49.7K
1K $45.1M
APP
App Lovin Corp

Technology
95
New
$219.37 - $417.89 $20.8K - $39.7K
95 $44.4M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
3.9K
New
$10.78 - $11.28 $42K - $44K
3.9K $44.3M
PLD
Prologis, Inc.

Real Estate
422
New
$89.76 - $112.34 $37.9K - $47.4K
422 $44.2M
CI
Cigna Corp

Healthcare
156
New
$301.89 - $340.04 $47.1K - $53K
156 $43.8M
ACN
Accenture PLC

Technology
183
New
$279.23 - $323.21 $51.1K - $59.1K
183 $43.6M
CL
Colgate Palmolive CO

Consumer Defensive
512
New
$87.57 - $96.0 $44.8K - $49.2K
512 $43.5M
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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