Twin Peaks Wealth Advisors, LLC Incresed Positions in Q4 2024

Twin Peaks Wealth Advisors, LLC

  • $237 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IFRA
Ishares Tr

ETFs
1.22K
+ 11.73%
$45.94 - $51.71 $55.8K - $62.8K
11.6K $536M
FID
First Tr Exchange Trded Fd Vi

ETFs
4.35K
+ 23.3%
$16.06 - $17.64 $69.8K - $76.6K
23K $374M
DIS
Walt Disney CO

Communication Services
82
+ 3.42%
$92.39 - $117.6 $7.58K - $9.64K
2.48K $276M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.36K
+ 13.79%
$58.88 - $64.8 $139K - $153K
19.5K $1.15B
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 5.0%
$873.59 - $994.69 $19.2K - $21.9K
462 $423M
IPO
Renaissance Cap Greenwich Fds

ETFs
673
+ 11.92%
$41.85 - $47.0 $28.2K - $31.6K
6.32K $275M
VIG
Vanguard Dividend Appreciation

ETFs
169
+ 15.16%
N/A
1.28K $251M
FDL
First Tr Morningstar Dividend

ETFs
1.06K
+ 13.41%
$39.59 - $43.95 $42K - $46.6K
8.97K $361M
IEFA
Ishares Tr

ETFs
708
+ 23.57%
$70.06 - $77.43 $49.6K - $54.8K
3.71K $261M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.2%
$571.78 - $647.97 $572 - $648
502 $312M
HD
Home Depot, Inc.

Consumer Cyclical
60
+ 9.62%
$385.02 - $431.37 $23.1K - $25.9K
684 $266M
AMAT
Applied Materials Inc

Technology
305
+ 30.2%
$161.44 - $213.89 $49.2K - $65.2K
1.32K $214M
INTU
Intuit Inc

Technology
6
+ 1.01%
$602.01 - $706.25 $3.61K - $4.24K
599 $376M
ORCL
Oracle Corp

Technology
74
+ 5.24%
$165.41 - $192.43 $12.2K - $14.2K
1.49K $248M
MCO
Moodys Corp

Financial Services
11
+ 1.27%
$454.04 - $500.88 $4.99K - $5.51K
876 $415M
FBT
First Trust Nyse Arca Biotechn

ETFs
71
+ 3.22%
$161.65 - $178.69 $11.5K - $12.7K
2.28K $378M
PG
Procter & Gamble CO

Consumer Defensive
52
+ 2.53%
$161.05 - $179.7 $8.37K - $9.34K
2.11K $353M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1
+ 0.02%
$56.06 - $61.35 $56.1 - $61.4
4.16K $235M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
611
+ 1.15%
$18.62 - $19.05 $11.4K - $11.6K
53.9K $1.01B
VCIT
Vanguard Intermediate Term Cor

ETFs
1
+ 0.04%
$80.13 - $83.77 $80.1 - $83.8
2.65K $212M
MCD
Mcdonalds Corp

Consumer Cyclical
13
+ 1.16%
$288.47 - $316.54 $3.75K - $4.12K
1.13K $328M
FVD
First Tr Value Line Divid Inde

ETFs
502
+ 2.65%
$43.4 - $46.7 $21.8K - $23.4K
19.4K $848M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
100
+ 1.17%
$44.04 - $49.49 $4.4K - $4.95K
8.62K $380M
KLAC
Kla Corp

Technology
52
+ 11.63%
$614.46 - $829.55 $32K - $43.1K
499 $314M
ABBV
Abb Vie Inc.

Healthcare
52
+ 2.05%
$164.99 - $203.87 $8.58K - $10.6K
2.59K $461M
LLY
Eli Lilly & CO

Healthcare
47
+ 6.39%
$727.2 - $932.06 $34.2K - $43.8K
782 $604M
MSFT
Microsoft Corp

Technology
73
+ 0.58%
$406.35 - $454.46 $29.7K - $33.2K
12.7K $5.36B
Activity Summary
Buys All Purchases 93 New Holdings 15 Increased Positions 78 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 1
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