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
Annaly Capital Management Inc Com New
445
New
N/A
445 $9.17M
CENT
Central Garden & Pet CO

Consumer Defensive
260
New
$33.56 - $36.96 $8.73K - $9.61K
260 $9.16M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
94
New
N/A
94 $9.14M
VRT
Vertiv Holdings CO

Industrials
64
New
N/A
64 $9.13M
RGA
Reinsurance Group Of America Inc

Financial Services
49
New
$168.32 - $209.71 $8.25K - $10.3K
49 $9.13M
TXT
Textron Inc

Industrials
116
New
$60.72 - $80.34 $7.04K - $9.32K
116 $9.11M
RJF
Raymond James Financial Inc

Financial Services
54
New
$123.65 - $153.88 $6.68K - $8.31K
54 $9.09M
BIIB
Biogen Inc.

Healthcare
70
New
$113.38 - $135.49 $7.94K - $9.48K
70 $9.03M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
32
New
$160.63 - $257.78 $5.14K - $8.25K
32 $9.02M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
210
New
$38.16 - $46.72 $8.01K - $9.81K
210 $8.98M
Concentra Group Holdings Paren Common Stock
399
New
N/A
399 $8.94M
ARGX
Argenx Se

Healthcare
14
New
$532.27 - $656.65 $7.45K - $9.19K
14 $8.93M
Rubrik Inc. Cl A
101
New
N/A
101 $8.92M
PSMT
Pricesmart Inc

Consumer Defensive
80
New
$82.12 - $108.35 $6.57K - $8.67K
80 $8.92M
IONS
Ionis Pharmaceuticals Inc

Healthcare
215
New
$25.51 - $40.0 $5.48K - $8.6K
215 $8.9M
WBS
Webster Financial Corp

Financial Services
154
New
$41.76 - $54.91 $6.43K - $8.46K
154 $8.9M
LENB
Lennar Corporation Cl B
74
New
N/A
74 $8.82M
FELE
Franklin Electric CO Inc

Industrials
91
New
$84.21 - $95.87 $7.66K - $8.72K
91 $8.77M
PFGC
Performance Food Group CO

Consumer Defensive
89
New
$71.62 - $89.56 $6.37K - $7.97K
89 $8.75M
EGP
Eastgroup Properties Inc

Real Estate
54
New
$145.28 - $176.09 $7.85K - $9.51K
54 $8.73M
HPQ
Hp Inc

Technology
328
New
$21.88 - $29.32 $7.18K - $9.62K
328 $8.73M
WAT
Waters Corp

Healthcare
31
New
$307.71 - $366.67 $9.54K - $11.4K
31 $8.72M
CNK
Cinemark Holdings, Inc.

Communication Services
343
New
$24.54 - $33.77 $8.42K - $11.6K
343 $8.71M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
152
New
N/A
152 $8.71M
SF
Stifel Financial Corp

Financial Services
76
New
$76.49 - $103.78 $5.81K - $7.89K
76 $8.7M
EXEL
Exelixis, Inc.

Healthcare
229
New
$34.13 - $46.26 $7.82K - $10.6K
229 $8.69M
HTGC
Hercules Capital, Inc.

Financial Services
451
New
$16.24 - $19.1 $7.32K - $8.61K
451 $8.67M
OKTA
Okta, Inc.

Technology
97
New
$91.24 - $127.3 $8.85K - $12.3K
97 $8.67M
AIT
Applied Industrial Technologies Inc

Industrials
32
New
$206.03 - $243.28 $6.59K - $7.78K
32 $8.66M
SFBS
Servis First Bancshares, Inc.

Financial Services
106
New
$68.48 - $82.21 $7.26K - $8.71K
106 $8.65M
RDY
Dr Reddys Laboratories LTD

Healthcare
621
New
$12.36 - $16.17 $7.68K - $10K
621 $8.64M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
70
New
$101.91 - $134.83 $7.13K - $9.44K
70 $8.63M
WES
Western Midstream Partners, LP

Energy
226
New
$34.99 - $41.61 $7.91K - $9.4K
226 $8.63M
HTH
Hilltop Holdings Inc.

Financial Services
275
New
$27.95 - $30.99 $7.69K - $8.52K
275 $8.62M
PPG
Ppg Industries Inc

Basic Materials
79
New
$91.66 - $115.04 $7.24K - $9.09K
79 $8.59M
GTLS
Chart Industries Inc

Industrials
43
New
$115.08 - $175.5 $4.95K - $7.55K
43 $8.56M
IQV
Iqvia Holdings Inc.

Healthcare
46
New
$137.0 - $174.37 $6.3K - $8.02K
46 $8.55M
Jacobs Solutions Inc Com
57
New
N/A
57 $8.54M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
269
New
$25.96 - $30.99 $6.98K - $8.34K
269 $8.54M
STE
Steris PLC

Healthcare
35
New
$208.55 - $252.55 $7.3K - $8.84K
35 $8.53M
CDW
Cdw Corp

Technology
52
New
$144.49 - $190.68 $7.51K - $9.92K
52 $8.53M
HIW
Highwoods Properties, Inc.

Real Estate
292
New
$25.31 - $31.85 $7.39K - $9.3K
292 $8.45M
SNX
Td Synnex Corp

Technology
56
New
$95.81 - $137.79 $5.37K - $7.72K
56 $8.43M
CHD
Church & Dwight CO Inc

Consumer Defensive
91
New
$91.57 - $110.76 $8.33K - $10.1K
91 $8.4M
TEF
Telefonica S A

Communication Services
1.54K
New
$4.37 - $5.39 $6.73K - $8.3K
1.54K $8.39M
GHC
Graham Holdings CO

Consumer Defensive
8
New
$876.56 - $1003.53 $7.01K - $8.03K
8 $8.39M
Veralto Corp Com Shs
77
New
N/A
77 $8.38M
PB
Prosperity Bancshares Inc

Financial Services
124
New
$63.76 - $73.75 $7.91K - $9.15K
124 $8.33M
Amplify Cybersecurity ETF
100
New
N/A
100 $8.33M
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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