Twin Peaks Wealth Advisors, LLC New Holdings in Q2 2025

Twin Peaks Wealth Advisors, LLC

  • $309 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ABCB
Ameris Bancorp

Financial Services
189
New
$50.69 - $64.92 $9.58K - $12.3K
189 $13.2M
TDW
Tidewater Inc

Energy
238
New
$32.27 - $48.26 $7.68K - $11.5K
238 $13.2M
EXPE
Expedia Group, Inc.

Consumer Cyclical
65
New
$136.63 - $176.62 $8.88K - $11.5K
65 $13.2M
Jpmorgan Mortgage Backed Securities ETF
262
New
N/A
262 $13.1M
SLG
Sl Green Realty Corp

Real Estate
244
New
$47.9 - $65.94 $11.7K - $16.1K
244 $13.1M
VTR
Ventas, Inc.

Real Estate
191
New
$62.45 - $70.08 $11.9K - $13.4K
191 $13.1M
WTRG
Essential Utilities, Inc.

Utilities
337
New
$36.92 - $41.39 $12.4K - $13.9K
337 $13.1M
DTRE
First Trust Alerian Disruptive
335
New
N/A
335 $13M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
229
New
$54.08 - $68.32 $12.4K - $15.6K
229 $13M
DG
Dollar General Corp

Consumer Defensive
113
New
$86.02 - $114.95 $9.72K - $13K
113 $13M
UVV
Universal Corp

Consumer Defensive
239
New
$50.84 - $65.39 $12.2K - $15.6K
239 $12.9M
BCPC
Balchem Corp

Basic Materials
80
New
$150.5 - $170.45 $12K - $13.6K
80 $12.9M
BDX
Becton Dickinson & CO

Healthcare
66
New
$165.15 - $226.42 $10.9K - $14.9K
66 $12.9M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
197
New
$78.57 - $89.09 $15.5K - $17.6K
197 $12.9M
FBP
First Bancorp

Financial Services
601
New
$16.84 - $21.1 $10.1K - $12.7K
601 $12.8M
ACIW
Aci Worldwide, Inc.

Technology
275
New
$44.59 - $57.17 $12.3K - $15.7K
275 $12.7M
SYY
Sysco Corp

Consumer Defensive
157
New
$68.0 - $75.91 $10.7K - $11.9K
157 $12.7M
PATK
Patrick Industries Inc

Consumer Cyclical
117
New
$74.33 - $93.03 $8.7K - $10.9K
117 $12.7M
Ge Healthcare Technologies Inc Common Stock
170
New
N/A
170 $12.7M
SEE
Sealed Air Corp

Consumer Cyclical
423
New
$23.93 - $32.95 $10.1K - $13.9K
423 $12.6M
SWKS
Skyworks Solutions, Inc.

Technology
176
New
$49.2 - $74.95 $8.66K - $13.2K
176 $12.6M
GDDY
Go Daddy Inc.

Technology
90
New
$162.11 - $192.36 $14.6K - $17.3K
90 $12.6M
BWXT
Bwx Technologies, Inc.

Industrials
70
New
$89.24 - $144.06 $6.25K - $10.1K
70 $12.6M
TRNO
Terreno Realty Corp

Real Estate
232
New
$51.18 - $63.89 $11.9K - $14.8K
232 $12.5M
STT
State Street Corp

Financial Services
112
New
$75.33 - $106.34 $8.44K - $11.9K
112 $12.5M
TDS
Telephone & Data Systems Inc

Communication Services
320
New
$31.74 - $39.52 $10.2K - $12.6K
320 $12.5M
KLIC
Kulicke & Soffa Industries Inc

Technology
335
New
$27.65 - $35.38 $9.26K - $11.9K
335 $12.4M
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
117
New
N/A
117 $12.4M
XYL
Xylem Inc.

Industrials
86
New
$102.86 - $129.5 $8.85K - $11.1K
86 $12.4M
PODD
Insulet Corp

Healthcare
40
New
$238.57 - $327.47 $9.54K - $13.1K
40 $12.4M
LYV
Live Nation Entertainment, Inc.

Communication Services
78
New
$118.81 - $151.28 $9.27K - $11.8K
78 $12.4M
KEYS
Keysight Technologies, Inc.

Technology
74
New
$127.02 - $165.4 $9.4K - $12.2K
74 $12.3M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
146
New
$67.03 - $80.35 $9.79K - $11.7K
146 $12.3M
AM
Antero Midstream Corp

Energy
672
New
$15.88 - $18.99 $10.7K - $12.8K
672 $12.3M
Amentum Holdings Inc Com
478
New
N/A
478 $12.3M
HUBB
Hubbell Inc

Industrials
28
New
$315.94 - $408.41 $8.85K - $11.4K
28 $12.2M
EQNR
Equinor Asa

Energy
502
New
$22.04 - $28.08 $11.1K - $14.1K
502 $12.2M
CHT
Chunghwa Telecom CO LTD

Communication Services
269
New
$37.72 - $46.87 $10.1K - $12.6K
269 $12.2M
SHG
Shinhan Financial Group CO LTD

Financial Services
239
New
N/A
239 $12.2M
PLXS
Plexus Corp

Technology
91
New
$110.95 - $136.15 $10.1K - $12.4K
91 $12.1M
MSCI
Msci Inc.

Financial Services
22
New
$506.56 - $576.74 $11.1K - $12.7K
22 $12.1M
DOV
Dover Corp

Industrials
68
New
$151.14 - $186.7 $10.3K - $12.7K
68 $12.1M
PRU
Prudential Financial Inc

Financial Services
115
New
$95.12 - $112.71 $10.9K - $13K
115 $12.1M
ODFL
Old Dominion Freight Line, Inc.

Industrials
81
New
$146.74 - $176.07 $11.9K - $14.3K
81 $12.1M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
63
New
$225.56 - $335.19 $14.2K - $21.1K
63 $12.1M
OTIS
Otis Worldwide Corp

Industrials
137
New
$90.88 - $104.3 $12.5K - $14.3K
137 $12.1M
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.07K
New
$7.69 - $11.46 $8.24K - $12.3K
1.07K $12M
UAL
United Airlines Holdings, Inc.

Industrials
122
New
$56.15 - $84.23 $6.85K - $10.3K
122 $12M
Natwest Group PLC Spons Adr
819
New
N/A
819 $12M
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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