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
AQN
Algonquin Power & Utilities Corp.

Utilities
714
New
$4.56 - $6.22 $3.26K - $4.44K
714 $4.11M
GMAB
Genmab A/S

Healthcare
187
New
$17.98 - $23.09 $3.36K - $4.32K
187 $4.09M
FDRR
Fidelity Covington Tr Divid Et

ETFs
72
New
$43.98 - $54.23 $3.17K - $3.9K
72 $4.09M
APPF
Appfolio Inc

Technology
15
New
$192.02 - $234.65 $2.88K - $3.52K
15 $4.09M
ICVT
Ishares Tr Convertible Bond Et

ETFs
44
New
$78.98 - $90.1 $3.48K - $3.96K
44 $4.09M
LEG
Leggett & Platt Inc

Consumer Cyclical
455
New
$6.56 - $9.72 $2.98K - $4.42K
455 $4.08M
Maplebear Inc Com
80
New
N/A
80 $4.08M
FIDI
Fidelity Covington Tr

ETFs
168
New
$19.44 - $23.7 $3.27K - $3.98K
168 $4.07M
U
Unity Software Inc.

Technology
109
New
$16.75 - $26.24 $1.83K - $2.86K
109 $4.07M
TGNA
Tegna Inc

Communication Services
200
New
$15.42 - $18.98 $3.08K - $3.8K
200 $4.06M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
341
New
$10.59 - $11.48 $3.61K - $3.91K
341 $4.05M
BANR
Banner Corp

Financial Services
62
New
$56.51 - $65.42 $3.5K - $4.06K
62 $4.02M
POWI
Power Integrations Inc

Technology
87
New
$42.13 - $59.01 $3.67K - $5.13K
87 $4.02M
OFG
Ofg Bancorp

Financial Services
93
New
$34.78 - $43.28 $3.23K - $4.03K
93 $4.01M
GRAB
Grab Holdings LTD

Technology
800
New
$3.48 - $5.25 $2.78K - $4.2K
800 $3.99M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
196
New
$21.4 - $26.31 $4.19K - $5.16K
196 $3.99M
CGDV
Capital Group Divid Value ETF

ETFs
97
New
$31.93 - $39.49 $3.1K - $3.83K
97 $3.98M
GATX
Gatx Corp

Industrials
25
New
$141.27 - $159.24 $3.53K - $3.98K
25 $3.96M
EYE
National Vision Holdings, Inc.

Consumer Cyclical
172
New
$10.88 - $23.17 $1.87K - $3.99K
172 $3.96M
Aptiv PLC Com Shs
55
New
N/A
55 $3.94M
ZBRA
Zebra Technologies Corp

Technology
12
New
$213.54 - $309.26 $2.56K - $3.71K
12 $3.94M
IIPR
Innovative Industrial Properties Inc

Real Estate
75
New
$48.03 - $58.9 $3.6K - $4.42K
75 $3.93M
AOS
Smith A O Corp

Industrials
55
New
$59.63 - $70.52 $3.28K - $3.88K
55 $3.92M
PFG
Principal Financial Group Inc

Financial Services
50
New
$69.56 - $86.19 $3.48K - $4.31K
50 $3.86M
WLY
John Wiley & Sons, Inc.

Communication Services
98
New
$37.03 - $45.5 $3.63K - $4.46K
98 $3.84M
WRE
Washington Real Estate Investment Trust
233
New
N/A
233 $3.84M
PSO
Pearson PLC

Communication Services
265
New
$14.41 - $16.64 $3.82K - $4.41K
265 $3.83M
LYB
Lyondell Basell Industries N.V.

Basic Materials
76
New
$53.23 - $70.65 $4.05K - $5.37K
76 $3.82M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
112
New
$28.96 - $32.46 $3.24K - $3.64K
112 $3.82M
FOXA
Fox Corp

Communication Services
68
New
$47.21 - $57.04 $3.21K - $3.88K
68 $3.82M
FSEC
Fidel Merrimack Str Tr

ETFs
87
New
$42.41 - $44.36 $3.69K - $3.86K
87 $3.8M
LKQ
Lkq Corp

Consumer Cyclical
126
New
$36.86 - $43.38 $4.64K - $5.47K
126 $3.8M
SEDG
Solaredge Technologies, Inc.

Technology
151
New
$11.58 - $23.98 $1.75K - $3.62K
151 $3.79M
AAP
Advance Auto Parts Inc

Consumer Cyclical
64
New
$30.31 - $53.25 $1.94K - $3.41K
64 $3.78M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
34
New
$91.62 - $109.97 $3.12K - $3.74K
34 $3.78M
CCJ
Cameco Corp

Energy
48
New
$36.68 - $74.46 $1.76K - $3.57K
48 $3.77M
WING
Wingstop Inc.

Consumer Cyclical
11
New
$210.24 - $381.46 $2.31K - $4.2K
11 $3.76M
TRMB
Trimble Inc.

Technology
45
New
$55.12 - $75.98 $2.48K - $3.42K
45 $3.76M
QLYS
Qualys, Inc.

Technology
29
New
$115.21 - $142.87 $3.34K - $4.14K
29 $3.75M
Crane Company Common Stock
19
New
N/A
19 $3.75M
GDEN
Golden Entertainment, Inc.

Consumer Cyclical
144
New
$24.6 - $29.86 $3.54K - $4.3K
144 $3.74M
PZZA
Papa Johns International Inc

Consumer Cyclical
81
New
$30.45 - $51.79 $2.47K - $4.19K
81 $3.74M
LZB
La Z Boy Inc

Consumer Cyclical
98
New
$35.67 - $44.28 $3.5K - $4.34K
98 $3.73M
TILE
Interface Inc

Consumer Cyclical
143
New
$17.79 - $21.16 $2.54K - $3.03K
143 $3.73M
PDD
Pinduoduo Inc.

Consumer Cyclical
32
New
$88.35 - $122.19 $2.83K - $3.91K
32 $3.73M
SLM
Slm Corp

Financial Services
114
New
$24.84 - $34.36 $2.83K - $3.92K
114 $3.71M
CYTK
Cytokinetics Inc

Healthcare
108
New
$29.84 - $42.92 $3.22K - $4.64K
108 $3.71M
CHRD
Oasis Petroleum Inc.

Energy
37
New
$82.03 - $113.54 $3.04K - $4.2K
37 $3.7M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
80
New
$45.2 - $46.6 $3.62K - $3.73K
80 $3.7M
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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