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
RPM
Rpm International Inc

Basic Materials
61
New
$96.97 - $117.58 $5.92K - $7.17K
61 $7.43M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
100
New
$53.5 - $71.62 $5.35K - $7.16K
100 $7.42M
STEP
Step Stone Group Inc.

Financial Services
121
New
$42.46 - $60.26 $5.14K - $7.29K
121 $7.42M
AKR
Acadia Realty Trust

Real Estate
391
New
$17.49 - $21.18 $6.84K - $8.28K
391 $7.41M
WCC
Wesco International Inc

Industrials
35
New
$132.86 - $186.1 $4.65K - $6.51K
35 $7.39M
MTD
Mettler Toledo International Inc

Healthcare
6
New
$970.15 - $1216.57 $5.82K - $7.3K
6 $7.37M
NYT
New York Times CO

Communication Services
127
New
$45.37 - $57.12 $5.76K - $7.25K
127 $7.37M
EHC
Encompass Health Corp

Healthcare
62
New
$96.12 - $122.63 $5.96K - $7.6K
62 $7.36M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
39
New
$139.81 - $165.8 $5.45K - $6.47K
39 $7.35M
BHE
Benchmark Electronics Inc

Technology
185
New
$32.53 - $39.36 $6.02K - $7.28K
185 $7.34M
BLD
Top Build Corp

Industrials
17
New
$275.93 - $326.59 $4.69K - $5.55K
17 $7.3M
CRVL
Corvel Corp

Financial Services
81
New
$102.11 - $118.66 $8.27K - $9.61K
81 $7.28M
UBSI
United Bankshares Inc

Financial Services
195
New
$31.5 - $37.32 $6.14K - $7.28K
195 $7.23M
AFRM
Affirm Holdings, Inc.

Technology
94
New
$35.75 - $69.14 $3.36K - $6.5K
94 $7.23M
ENVA
Enova International, Inc.

Financial Services
66
New
$85.91 - $111.52 $5.67K - $7.36K
66 $7.2M
NLOK
Norton Life Lock Inc.

Technology
226
New
N/A
226 $7.2M
AVY
Avery Dennison Corp

Industrials
41
New
$159.58 - $183.97 $6.54K - $7.54K
41 $7.16M
ARW
Arrow Electronics Inc

Technology
58
New
$90.32 - $128.28 $5.24K - $7.44K
58 $7.16M
LNN
Lindsay Corp

Industrials
51
New
$116.32 - $144.25 $5.93K - $7.36K
51 $7.15M
OI
O I Glass, Inc.

Consumer Cyclical
541
New
$9.62 - $15.51 $5.2K - $8.39K
541 $7.15M
CHCO
City Holding CO

Financial Services
58
New
$108.93 - $123.42 $6.32K - $7.16K
58 $7.14M
PRI
Primerica, Inc.

Financial Services
27
New
$244.39 - $290.62 $6.6K - $7.85K
27 $7.14M
CMS
Cms Energy Corp

Utilities
98
New
$68.57 - $75.51 $6.72K - $7.4K
98 $7.14M
OMCL
Omnicell, Inc

Healthcare
226
New
$24.63 - $35.46 $5.57K - $8.01K
226 $7.13M
SON
Sonoco Products CO

Consumer Cyclical
156
New
$40.6 - $47.93 $6.33K - $7.48K
156 $7.08M
IVZ
Invesco Ltd.

Financial Services
336
New
$12.14 - $15.77 $4.08K - $5.3K
336 $7.07M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
105
New
$52.84 - $65.52 $5.55K - $6.88K
105 $7.06M
CRK
Comstock Resources Inc

Energy
454
New
$17.12 - $30.74 $7.77K - $14K
454 $7.06M
PINC
Premier, Inc.

Healthcare
293
New
$18.94 - $23.3 $5.55K - $6.83K
293 $7.04M
SNN
Smith & Nephew PLC

Healthcare
194
New
$24.97 - $30.63 $4.84K - $5.94K
194 $7.03M
DLX
Deluxe Corp

Communication Services
363
New
$13.64 - $16.25 $4.95K - $5.9K
363 $7.02M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
158
New
$34.72 - $42.74 $5.49K - $6.75K
158 $6.99M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
140
New
N/A
140 $6.99M
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
225
New
N/A
225 $6.97M
VOTE
Engine No 1 ETF Tr

ETFs
92
New
$58.2 - $72.74 $5.35K - $6.69K
92 $6.96M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
47
New
$144.63 - $179.53 $6.8K - $8.44K
47 $6.95M
CRH.L
Crh PLC

Basic Materials
62
New
N/A
62 $6.95M
SITM
Sitime Corp

Technology
32
New
$116.79 - $241.6 $3.74K - $7.73K
32 $6.93M
SLV
I Shares Silver Trust

ETFs
200
New
$27.08 - $33.74 $5.42K - $6.75K
200 $6.88M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
208
New
$29.44 - $33.91 $6.12K - $7.05K
208 $6.88M
CRL
Charles River Laboratories International, Inc.

Healthcare
45
New
$99.75 - $151.89 $4.49K - $6.84K
45 $6.87M
UGI
Ugi Corp

Utilities
195
New
$30.18 - $36.59 $5.89K - $7.14K
195 $6.87M
LGND
Ligand Pharmaceuticals Inc

Healthcare
45
New
$96.67 - $118.22 $4.35K - $5.32K
45 $6.87M
SPYI
Shp ETF Tr Neos S&P 500 High I
133
New
N/A
133 $6.87M
ENSG
Ensign Group, Inc

Healthcare
42
New
$119.93 - $156.36 $5.04K - $6.57K
42 $6.87M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
104
New
N/A
104 $6.87M
RRX
Regal Rexnord Corp

Industrials
48
New
$94.06 - $147.0 $4.51K - $7.06K
48 $6.86M
CTRA
Coterra Energy Inc.

Energy
285
New
$22.6 - $29.07 $6.44K - $8.28K
285 $6.83M
CINF
Cincinnati Financial Corp

Financial Services
45
New
$126.6 - $151.6 $5.7K - $6.82K
45 $6.81M
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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