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
Ft Vest U.S. Small Cap Moderate Buffer ETF November
1.26K
New
N/A
1.26K $29.9M
LRN
Stride, Inc.

Consumer Defensive
189
New
$124.45 - $160.72 $23.5K - $30.4K
189 $29.7M
TRV
Travelers Companies, Inc.

Financial Services
113
New
$233.83 - $276.34 $26.4K - $31.2K
113 $29.7M
JXN
Jackson Financial Inc.

Financial Services
315
New
$70.35 - $89.5 $22.2K - $28.2K
315 $29.7M
FTNT
Fortinet, Inc.

Technology
378
New
$84.71 - $108.69 $32K - $41.1K
378 $29.7M
VV
Vanguard Large Cap ETF

ETFs
100
New
$228.25 - $285.3 $22.8K - $28.5K
100 $29.7M
ITRI
Itron, Inc.

Technology
235
New
$92.04 - $132.78 $21.6K - $31.2K
235 $29.6M
Talen Energy Corp Com
77
New
N/A
77 $29.3M
UPS
United Parcel Service Inc

Industrials
334
New
$91.92 - $110.2 $30.7K - $36.8K
334 $29.2M
VRSK
Verisk Analytics, Inc.

Industrials
112
New
$277.03 - $321.33 $31K - $36K
112 $29.1M
NET
Cloudflare, Inc.

Technology
143
New
$97.08 - $195.83 $13.9K - $28K
143 $29M
CTVA
Corteva, Inc.

Basic Materials
408
New
$55.52 - $74.53 $22.7K - $30.4K
408 $29M
EAT
Brinker International, Inc

Consumer Cyclical
186
New
$128.68 - $181.78 $23.9K - $33.8K
186 $28.8M
Nebius Group N.V. Shs Class A
379
New
N/A
379 $28.6M
LMT
Lockheed Martin Corp

Industrials
66
New
$430.82 - $486.45 $28.4K - $32.1K
66 $28.5M
Solana ETF
1.37K
New
N/A
1.37K $28.5M
FCX
Freeport Mcmoran Inc

Basic Materials
671
New
$29.15 - $44.46 $19.6K - $29.8K
671 $28.3M
VST
Vistra Corp.

Utilities
135
New
$98.07 - $195.04 $13.2K - $26.3K
135 $28.3M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
1.93K
New
$13.71 - $15.46 $26.4K - $29.8K
1.93K $28.2M
APD
Air Products & Chemicals, Inc.

Basic Materials
97
New
$248.61 - $294.96 $24.1K - $28.6K
97 $28.1M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
752
New
$35.3 - $37.51 $26.5K - $28.2K
752 $28.1M
VHT
Vanguard Health Care ETF

ETFs
115
New
$236.71 - $261.92 $27.2K - $30.1K
115 $28.1M
FSS
Federal Signal Corp

Industrials
215
New
$69.23 - $106.42 $14.9K - $22.9K
215 $27.9M
FDX
Fedex Corp

Industrials
120
New
$198.07 - $245.17 $23.8K - $29.4K
120 $27.6M
NDAQ
Nasdaq, Inc.

Financial Services
284
New
$66.4 - $89.42 $18.9K - $25.4K
284 $27.3M
MP
Mp Materials Corp.

Basic Materials
364
New
$18.77 - $37.74 $6.83K - $13.7K
364 $27.3M
TTWO
Take Two Interactive Software Inc

Communication Services
117
New
$194.58 - $243.05 $22.8K - $28.4K
117 $27.2M
WRB
Berkley W R Corp

Financial Services
386
New
$64.28 - $75.17 $24.8K - $29K
386 $27M
Canadian Pacific Kansas City Com
356
New
N/A
356 $26.7M
CCI
Crown Castle International Corp

Real Estate
260
New
$94.83 - $107.06 $24.7K - $27.8K
260 $26.6M
DAL
Delta Air Lines, Inc.

Industrials
455
New
$35.88 - $52.99 $16.3K - $24.1K
455 $26.6M
CW
Curtiss Wright Corp

Industrials
53
New
$283.18 - $488.55 $15K - $25.9K
53 $26.6M
BCS
Barclays PLC

Financial Services
1.3K
New
$12.69 - $18.61 $16.5K - $24.2K
1.3K $26.5M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
876
New
$28.45 - $33.08 $24.9K - $29K
876 $26.5M
T
At&T Inc.

Communication Services
513
+ 4.26%
$26.33 - $28.94 $13.5K - $14.8K
12.5K $357M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
304
New
$65.04 - $82.18 $19.8K - $25K
304 $26.3M
Peakstone Realty Trust Common Shares
2.19K
New
N/A
2.19K $26.3M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
393
New
$53.75 - $67.21 $21.1K - $26.4K
393 $26.1M
OC
Owens Corning

Industrials
174
New
$126.32 - $147.75 $22K - $25.7K
174 $26M
DEO
Diageo PLC

Consumer Defensive
233
New
$99.86 - $115.75 $23.3K - $27K
233 $26M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
462
New
$45.88 - $54.4 $21.2K - $25.1K
462 $25.7M
VMC
Vulcan Materials CO

Basic Materials
88
New
$226.49 - $276.01 $19.9K - $24.3K
88 $25.7M
URI
United Rentals, Inc.

Industrials
28
New
$551.94 - $753.4 $15.5K - $21.1K
28 $25.7M
DRI
Darden Restaurants Inc

Consumer Cyclical
125
New
$186.58 - $225.78 $23.3K - $28.2K
125 $25.6M
EEMA
Ishares Msci Emerging Markets

ETFs
300
New
$64.59 - $83.0 $19.4K - $24.9K
300 $25.6M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
597
New
$45.98 - $56.15 $27.5K - $33.5K
597 $25.6M
DXCM
Dexcom Inc

Healthcare
319
New
$59.83 - $87.57 $19.1K - $27.9K
319 $25.6M
CSL
Carlisle Companies Inc

Industrials
66
New
$317.1 - $408.5 $20.9K - $27K
66 $25.5M
ENTG
Entegris Inc

Technology
335
New
$62.92 - $86.2 $21.1K - $28.9K
335 $25.5M
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
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