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
KRC
Kilroy Realty Corp

Real Estate
50
New
$28.32 - $35.95 $1.42K - $1.8K
50 $1.9M
FR
First Industrial Realty Trust Inc

Real Estate
39
New
$43.07 - $54.05 $1.68K - $2.11K
39 $1.88M
Easterly Govt Pptys Inc Com Shs
84
New
N/A
84 $1.88M
KMPR
Kemper Corp

Financial Services
36
New
$55.12 - $67.26 $1.98K - $2.42K
36 $1.88M
HOUS
Anywhere Real Estate Inc.

Real Estate
353
New
$2.88 - $4.08 $1.02K - $1.44K
353 $1.88M
PCTY
Paylocity Holding Corp

Technology
11
New
$172.54 - $201.04 $1.9K - $2.21K
11 $1.88M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
55
New
$45.71 - $61.66 $2.51K - $3.39K
55 $1.87M
REX
Rex American Resources Corp

Basic Materials
34
New
$34.99 - $49.53 $1.19K - $1.68K
34 $1.85M
BSAC
Banco Santander Chile

Financial Services
76
New
$20.93 - $25.39 $1.59K - $1.93K
76 $1.84M
SCHV
Schwab Strategic Tr Us Large C

ETFs
65
New
$23.55 - $27.67 $1.53K - $1.8K
65 $1.84M
ALG
Alamo Group Inc

Industrials
8
New
$158.47 - $219.45 $1.27K - $1.76K
8 $1.82M
SSB
South State Corp

Financial Services
19
New
$80.59 - $94.67 $1.53K - $1.8K
19 $1.82M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
5
New
$267.56 - $340.8 $1.34K - $1.7K
5 $1.8M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
143
New
$9.31 - $12.72 $1.33K - $1.82K
143 $1.79M
KALU
Kaiser Aluminum Corp

Basic Materials
24
New
$50.21 - $80.95 $1.21K - $1.94K
24 $1.79M
RCI
Rogers Communications Inc

Communication Services
52
New
$23.54 - $29.66 $1.22K - $1.54K
52 $1.78M
TDC
Teradata Corp

Technology
86
New
$19.2 - $23.59 $1.65K - $2.03K
86 $1.77M
New York Mtg Tr Inc Com
261
New
N/A
261 $1.77M
MTX
Minerals Technologies Inc

Basic Materials
29
New
$50.93 - $63.06 $1.48K - $1.83K
29 $1.77M
MAT
Mattel Inc

Consumer Cyclical
98
New
$14.55 - $20.12 $1.43K - $1.97K
98 $1.76M
OMI
Owens & Minor Inc

Healthcare
320
New
$6.35 - $9.16 $2.03K - $2.93K
320 $1.75M
NXRT
Nex Point Residential Trust, Inc.

Real Estate
56
New
$32.45 - $40.68 $1.82K - $2.28K
56 $1.74M
IYJ
Ishares Tr

ETFs
12
New
$115.07 - $142.31 $1.38K - $1.71K
12 $1.74M
OTTR
Otter Tail Corp

Utilities
21
New
$74.62 - $81.76 $1.57K - $1.72K
21 $1.73M
VLY
Valley National Bancorp

Financial Services
176
New
$7.87 - $9.2 $1.39K - $1.62K
176 $1.72M
BRKR
Bruker Corp

Healthcare
53
New
$35.5 - $42.18 $1.88K - $2.24K
53 $1.72M
RRC
Range Resources Corp

Energy
50
New
$32.1 - $43.23 $1.61K - $2.16K
50 $1.71M
GDYN
Grid Dynamics Holdings, Inc.

Technology
214
New
$11.48 - $15.63 $2.46K - $3.34K
214 $1.7M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
67
New
$22.66 - $26.12 $1.52K - $1.75K
67 $1.69M
PBI
Pitney Bowes Inc

Industrials
146
New
$7.81 - $10.94 $1.14K - $1.6K
146 $1.69M
ICHR
Ichor Holdings, Ltd.

Technology
89
New
$15.78 - $22.61 $1.4K - $2.01K
89 $1.68M
WABC
Westamerica Bancorporation

Financial Services
34
New
$43.72 - $50.7 $1.49K - $1.72K
34 $1.68M
FFBC
First Financial Bancorp

Financial Services
68
New
$22.05 - $25.19 $1.5K - $1.71K
68 $1.67M
YOU
Clear Secure, Inc.

Technology
50
New
$23.96 - $27.76 $1.2K - $1.39K
50 $1.67M
AAON
Aaon, Inc.

Industrials
20
New
$71.78 - $106.87 $1.44K - $2.14K
20 $1.66M
Wk Kellogg CO Com Shs
72
New
N/A
72 $1.66M
AGM
Federal Agricultural Mortgage Corp

Financial Services
9
New
$165.45 - $198.11 $1.49K - $1.78K
9 $1.65M
EXP
Eagle Materials Inc

Basic Materials
7
New
$193.68 - $241.95 $1.36K - $1.69K
7 $1.64M
CENTA
Central Garden & Pet Company C

Consumer Defensive
51
New
$29.57 - $32.86 $1.51K - $1.68K
51 $1.63M
Fortrea Hldgs Inc Common Stock
221
New
N/A
221 $1.62M
APLE
Apple Hospitality Reit, Inc.

Real Estate
131
New
$10.66 - $12.92 $1.4K - $1.69K
131 $1.6M
PNM
Pnm Resources Inc

Utilities
28
New
N/A
28 $1.6M
CAE
Cae Inc

Industrials
54
New
$21.06 - $29.27 $1.14K - $1.58K
54 $1.6M
GBCI
Glacier Bancorp, Inc.

Financial Services
35
New
$37.85 - $44.51 $1.32K - $1.56K
35 $1.6M
EFC
Ellington Financial Inc.

Real Estate
119
New
$11.53 - $13.28 $1.37K - $1.58K
119 $1.59M
DVA
Davita Inc.

Healthcare
12
New
$133.5 - $155.51 $1.6K - $1.87K
12 $1.59M
STWD
Starwood Property Trust, Inc.

Real Estate
79
New
$17.28 - $20.41 $1.37K - $1.61K
79 $1.58M
CMTG
Claros Mortgage Trust, Inc.

Real Estate
466
New
$2.25 - $3.66 $1.05K - $1.71K
466 $1.58M
AFG
American Financial Group Inc

Financial Services
12
New
$116.9 - $132.12 $1.4K - $1.59K
12 $1.57M
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
Track This Portfolio

Track Twin Peaks Wealth Advisors, LLC Portfolio

Follow Twin Peaks Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Twin Peaks Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email