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
MAC
Macerich CO

Real Estate
331
New
$13.24 - $17.71 $4.38K - $5.86K
331 $5.77M
PKX
Posco Holdings Inc.

Basic Materials
103
New
$41.43 - $49.85 $4.27K - $5.13K
103 $5.76M
PRVA
Privia Health Group, Inc.

Healthcare
278
New
$21.48 - $25.07 $5.97K - $6.97K
278 $5.76M
OII
Oceaneering International Inc

Energy
260
New
$15.95 - $22.55 $4.15K - $5.86K
260 $5.75M
CENX
Century Aluminum CO

Basic Materials
245
New
$13.7 - $20.12 $3.36K - $4.93K
245 $5.75M
OWL
Blue Owl Capital Inc.

Financial Services
282
New
$15.9 - $21.16 $4.48K - $5.97K
282 $5.73M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
89
New
$51.81 - $61.79 $4.61K - $5.5K
89 $5.73M
MATX
Matson, Inc.

Industrials
53
New
$93.11 - $132.21 $4.93K - $7.01K
53 $5.73M
CF
Cf Industries Holdings, Inc.

Basic Materials
69
New
$68.47 - $102.48 $4.72K - $7.07K
69 $5.72M
WPC
W. P. Carey Inc.

Real Estate
87
New
$56.12 - $64.53 $4.88K - $5.61K
87 $5.7M
BYD
Boyd Gaming Corp

Consumer Cyclical
68
New
$60.8 - $79.02 $4.13K - $5.37K
68 $5.67M
CALX
Calix, Inc

Technology
97
New
$31.25 - $53.19 $3.03K - $5.16K
97 $5.67M
FRT
Federal Realty Investment Trust

Real Estate
61
New
$83.56 - $99.08 $5.1K - $6.04K
61 $5.66M
PR
Permian Resources Corporation

Energy
423
New
$10.36 - $14.93 $4.38K - $6.32K
423 $5.66M
CRSP
Crispr Therapeutics Ag

Healthcare
100
New
$31.27 - $48.64 $3.13K - $4.86K
100 $5.66M
NXST
Nexstar Media Group, Inc.

Communication Services
28
New
$144.68 - $181.86 $4.05K - $5.09K
28 $5.66M
FHB
First Hawaiian, Inc.

Financial Services
230
New
$21.14 - $24.96 $4.86K - $5.74K
230 $5.65M
DV
Double Verify Holdings, Inc.

Technology
377
New
$11.86 - $15.03 $4.47K - $5.67K
377 $5.64M
GIB
Cgi Inc

Technology
60
New
$96.47 - $109.59 $5.79K - $6.58K
60 $5.64M
JEPI
J P Morgan Exchange Traded Fd

ETFs
100
New
$51.14 - $57.0 $5.11K - $5.7K
100 $5.64M
IHE
Ishares Tr

ETFs
84
New
$61.0 - $68.22 $5.12K - $5.73K
84 $5.63M
MCY
Mercury General Corp

Financial Services
76
New
$49.04 - $67.34 $3.73K - $5.12K
76 $5.62M
MHO
M/I Homes, Inc.

Consumer Cyclical
41
New
$103.9 - $115.72 $4.26K - $4.74K
41 $5.61M
MTCH
Match Group, Inc.

Communication Services
154
New
$27.03 - $31.93 $4.16K - $4.92K
154 $5.61M
PENN
Penn National Gaming Inc

Consumer Cyclical
328
New
$13.75 - $18.28 $4.51K - $6K
328 $5.61M
MCHI
Ishares Msci China ETF

ETFs
95
New
$45.22 - $55.86 $4.3K - $5.31K
95 $5.58M
BFS
Saul Centers, Inc.

Real Estate
168
New
$32.21 - $36.42 $5.41K - $6.12K
168 $5.57M
UNM
Unum Group

Financial Services
79
New
$70.48 - $82.91 $5.57K - $6.55K
79 $5.56M
MAS
Masco Corp

Industrials
78
New
$58.73 - $71.06 $4.58K - $5.54K
78 $5.55M
CMC
Commercial Metals CO

Basic Materials
100
New
$39.2 - $50.67 $3.92K - $5.07K
100 $5.54M
STEL
Stellar Bancorp Inc
189
New
N/A
189 $5.54M
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
88
New
$49.08 - $65.31 $4.32K - $5.75K
88 $5.52M
ZS
Zscaler, Inc.

Technology
20
New
$174.67 - $315.32 $3.49K - $6.31K
20 $5.51M
CUBI
Customers Bancorp, Inc.

Financial Services
84
New
$42.75 - $58.98 $3.59K - $4.95K
84 $5.5M
UTL
Unitil Corp

Utilities
108
New
$51.68 - $59.77 $5.58K - $6.46K
108 $5.49M
Outfront Media Inc Com New
314
New
N/A
314 $5.46M
GFF
Griffon Corp

Industrials
75
New
$64.73 - $74.97 $4.85K - $5.62K
75 $5.46M
RUN
Sunrun Inc.

Technology
478
New
$5.67 - $12.85 $2.71K - $6.14K
478 $5.46M
RELY
Remitly Global, Inc.

Technology
280
New
$18.65 - $24.49 $5.22K - $6.86K
280 $5.43M
SAIA
Saia Inc

Industrials
18
New
$236.65 - $374.8 $4.26K - $6.75K
18 $5.42M
SM
Sm Energy CO

Energy
201
New
$20.39 - $30.52 $4.1K - $6.13K
201 $5.42M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
126
New
$33.46 - $41.33 $4.22K - $5.21K
126 $5.41M
RL
Ralph Lauren Corp

Consumer Cyclical
18
New
$182.34 - $286.22 $3.28K - $5.15K
18 $5.39M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
218
New
$22.25 - $30.3 $4.85K - $6.61K
218 $5.39M
INFY
Infosys LTD

Technology
335
New
$16.14 - $18.75 $5.41K - $6.28K
335 $5.38M
Jbs N.V. Cl A Shs
374
New
N/A
374 $5.38M
MOS
Mosaic CO

Basic Materials
171
New
$22.76 - $36.95 $3.89K - $6.32K
171 $5.33M
UCTT
Ultra Clean Holdings, Inc.

Technology
224
New
$17.84 - $22.81 $4K - $5.11K
224 $5.33M
VMI
Valmont Industries Inc

Industrials
14
New
$263.86 - $333.86 $3.69K - $4.67K
14 $5.31M
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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