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
BKR
Baker Hughes CO

Energy
846
New
$35.0 - $44.92 $29.6K - $38K
846 $36M
TFC
Truist Financial Corp

Financial Services
815
New
$34.79 - $42.99 $28.4K - $35K
815 $35.9M
EQT
Eqt Corp

Energy
699
New
$46.11 - $60.44 $32.2K - $42.2K
699 $35.8M
NOC
Northrop Grumman Corp

Industrials
62
New
$456.3 - $540.39 $28.3K - $33.5K
62 $35.8M
CVS
Cvs Health Corp

Healthcare
546
New
$60.04 - $70.18 $32.8K - $38.3K
546 $35.8M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
778
New
$36.14 - $44.23 $28.1K - $34.4K
778 $35.4M
RACE
Ferrari N.V.

Consumer Cyclical
78
New
$397.86 - $499.02 $31K - $38.9K
78 $34.8M
SPXC
Spx Corp

Industrials
182
New
$120.66 - $167.68 $22K - $30.5K
182 $34.8M
EMGF
Ishares Msci Emerging Markets

ETFs
647
New
$41.37 - $52.07 $26.8K - $33.7K
647 $34.8M
NRG
Nrg Energy, Inc.

Utilities
221
New
$83.61 - $162.67 $18.5K - $36K
221 $34.6M
NTAP
Net App, Inc.

Technology
318
New
$76.1 - $106.55 $24.2K - $33.9K
318 $34.3M
STRL
Sterling Construction CO Inc

Industrials
111
New
$104.96 - $231.51 $11.7K - $25.7K
111 $34.2M
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.02K
New
$32.62 - $33.58 $33.2K - $34.2K
1.02K $34.2M
AJG
Arthur J. Gallagher & Co.

Financial Services
118
New
$310.86 - $348.77 $36.7K - $41.2K
118 $34.2M
IDCC
Inter Digital, Inc.

Communication Services
125
New
$183.37 - $234.7 $22.9K - $29.3K
125 $34.2M
Ft Vest Emerging Market Buffer ETF September
1.51K
New
N/A
1.51K $34.1M
CRPT
First Tr ETF Fd Viii Skybridge
1.53K
New
$10.82 - $23.21 $16.5K - $35.4K
1.53K $34.1M
ADSK
Autodesk, Inc.

Technology
120
New
N/A
120 $33.9M
IFRA
Ishares Tr

ETFs
654
New
$40.97 - $49.19 $26.8K - $32.2K
654 $33.8M
BUG
Global X Fds Cybersecurity ETF

ETFs
1.02K
New
$29.9 - $37.1 $30.4K - $37.7K
1.02K $33.7M
LHX
L3 Harris Technologies, Inc.

Industrials
125
New
$200.21 - $256.99 $25K - $32.1K
125 $33.7M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
2.06K
New
$12.23 - $15.46 $25.2K - $31.9K
2.06K $33.7M
KR
Kroger CO

Consumer Defensive
455
New
$64.62 - $74.0 $29.4K - $33.7K
455 $33.5M
CBOE
Cboe Global Markets, Inc.

Financial Services
134
New
$205.81 - $234.23 $27.6K - $31.4K
134 $33.3M
AEM
Agnico Eagle Mines LTD

Basic Materials
245
New
$99.48 - $124.46 $24.4K - $30.5K
245 $33.2M
Ft Vest International Equity Moderate Buffer ETF December
1.31K
New
N/A
1.31K $33.1M
CBRE
Cbre Group, Inc.

Real Estate
211
New
$113.94 - $140.12 $24K - $29.6K
211 $32.9M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
355
New
$73.02 - $90.22 $25.9K - $32K
355 $32.2M
Brookfield Corp Cl A LTD Vt Sh
491
New
N/A
491 $32.2M
D
Dominion Energy, Inc

Utilities
522
New
$49.66 - $58.0 $25.9K - $30.3K
522 $32M
AIG
American International Group, Inc.

Financial Services
408
New
$77.56 - $87.72 $31.6K - $35.8K
408 $32M
DELL
Dell Technologies Inc.

Technology
225
New
$71.63 - $125.98 $16.1K - $28.3K
225 $31.9M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
367
New
$69.8 - $85.28 $25.6K - $31.3K
367 $31.9M
MLM
Martin Marietta Materials Inc

Basic Materials
51
New
$452.51 - $568.19 $23.1K - $29K
51 $31.6M
Ft Vest U.S. Small Cap Moderate Buffer ETF May
1.29K
New
N/A
1.29K $31.6M
TYL
Tyler Technologies Inc

Technology
56
New
$521.68 - $592.84 $29.2K - $33.2K
56 $31.6M
SPMD
Spdr Portfolio

ETFs
565
New
$44.89 - $54.38 $25.4K - $30.7K
565 $31.6M
EBIZ
Global X Fds E Comm ETF (De)
952
New
N/A
952 $31.5M
FAST
Fastenal CO

Industrials
646
New
$40.65 - $83.16 $26.3K - $53.7K
646 $31.3M
OKE
Oneok Inc

Energy
422
New
$78.71 - $100.37 $33.2K - $42.4K
422 $31.2M
O
Realty Income Corp

Real Estate
539
New
$52.27 - $58.52 $28.2K - $31.5K
539 $31.1M
HSY
Hershey CO

Consumer Defensive
176
New
$151.29 - $173.13 $26.6K - $30.5K
176 $31.1M
ENB
Enbridge Inc

Energy
656
New
$41.09 - $47.16 $27K - $30.9K
656 $31M
MISL
First Tr Exchange Traded Fd In
794
New
N/A
794 $31M
BP
Bp PLC

Energy
907
New
$26.11 - $33.81 $23.7K - $30.7K
907 $30.9M
EBAY
Ebay Inc

Consumer Cyclical
317
New
$59.52 - $79.36 $18.9K - $25.2K
317 $30.8M
ITW
Illinois Tool Works Inc

Industrials
118
New
$218.41 - $252.43 $25.8K - $29.8K
118 $30.7M
NKE
Nike, Inc.

Consumer Cyclical
408
New
$53.27 - $72.04 $21.7K - $29.4K
408 $30.5M
IGV
Ishares Expanded Tech Software

ETFs
276
New
$80.15 - $109.5 $22.1K - $30.2K
276 $30.2M
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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