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
OFC
Corporate Office Properties Trust

Real Estate
3
New
N/A
3 $83K
BNL
Broadstone Net Lease, Inc.

Real Estate
5
New
$14.72 - $17.13 $73.6 - $85.6
5 $83K
BUR
Burford Capital LTD

Financial Services
6
New
$10.91 - $14.43 $65.5 - $86.6
6 $83K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
3
New
$26.63 - $32.97 $79.9 - $98.9
3 $83K
BYND
Beyond Meat, Inc.

Consumer Defensive
30
New
$2.28 - $3.49 $68.4 - $105
30 $82K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
9
New
$8.39 - $9.19 $75.5 - $82.7
9 $82K
Lineage Inc Com
2
New
N/A
2 $81K
VKTX
Viking Therapeutics, Inc.

Healthcare
2
New
$19.98 - $29.49 $40 - $59
2 $80K
SWX
Southwest Gas Holdings, Inc.

Utilities
1
New
$66.91 - $76.44 $66.9 - $76.4
1 $80K
GTLB
Gitlab Inc.

Technology
2
New
$40.52 - $53.43 $81 - $107
2 $79K
Diversified Energy Company PLC Shs New
5
New
N/A
5 $77K
TCBX
Third Coast Bancshares, Inc.

Financial Services
2
New
$27.48 - $33.21 $55 - $66.4
2 $77K
ATOS
Atossa Therapeutics, Inc.

Healthcare
100
New
$0.59 - $1.03 $59 - $103
100 $77K
SIBN
Si Bone, Inc.

Healthcare
5
New
$13.05 - $19.71 $65.3 - $98.6
5 $76K
Viper Energy Inc Cl A
2
New
N/A
2 $76K
INTA
Intapp, Inc.

Technology
2
New
$48.49 - $59.55 $97 - $119
2 $74K
MCB
Metropolitan Bank Holding Corp.

Financial Services
1
New
$48.93 - $70.14 $48.9 - $70.1
1 $73K
ACLX
Arcellx, Inc.

Healthcare
1
New
$52.8 - $68.1 $52.8 - $68.1
1 $73K
WK
Workiva Inc

Technology
1
New
$61.91 - $77.12 $61.9 - $77.1
1 $73K
Howard Hughes Holdings Inc Com
1
New
N/A
1 $72K
EXPO
Exponent Inc

Industrials
1
New
$72.88 - $81.75 $72.9 - $81.8
1 $71K
GPRE
Green Plains Inc.

Basic Materials
8
New
$3.3 - $6.03 $26.4 - $48.2
8 $71K
INDI
Indie Semiconductor, Inc.

Technology
16
New
$1.6 - $3.84 $25.6 - $61.4
16 $71K
MBUU
Malibu Boats, Inc.

Consumer Cyclical
2
New
$25.17 - $33.43 $50.3 - $66.9
2 $71K
SKY
Skyline Champion Corp

Consumer Cyclical
1
New
$60.33 - $94.94 $60.3 - $94.9
1 $70K
EGY
Vaalco Energy Inc

Energy
18
New
$3.1 - $3.94 $55.8 - $70.9
18 $69K
S
Sentinel One, Inc.

Technology
4
New
$16.17 - $20.34 $64.7 - $81.4
4 $65K
FVRR
Fiverr International Ltd.

Communication Services
3
New
$22.2 - $33.78 $66.6 - $101
3 $64K
TNET
Trinet Group, Inc.

Industrials
1
New
$72.67 - $86.45 $72.7 - $86.5
1 $64K
MLAB
Mesa Laboratories Inc

Technology
1
New
$92.73 - $128.0 $92.7 - $128
1 $63K
AMWD
American Woodmark Corp

Consumer Cyclical
1
New
$50.27 - $61.67 $50.3 - $61.7
1 $63K
ASC
Ardmore Shipping Corp

Industrials
6
New
$8.51 - $10.54 $51.1 - $63.2
6 $62K
CDTX
Cidara Therapeutics, Inc.

Healthcare
1
New
$16.43 - $49.45 $16.4 - $49.5
1 $62K
TREX
Trex CO Inc

Industrials
1
New
$50.52 - $61.77 $50.5 - $61.8
1 $61K
FXG
First Tr Exchange Traded First

ETFs
1
New
$61.21 - $66.04 $61.2 - $66
1 $60K
BHRB
Burke Herbert Finl Svcs Corp C
1
New
N/A
1 $60K
NSA
National Storage Affiliates Trust

Real Estate
2
New
$31.82 - $39.04 $63.6 - $78.1
2 $60K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
1
New
$51.73 - $71.41 $51.7 - $71.4
1 $57K
EFSC
Enterprise Financial Services Corp

Financial Services
1
New
$46.2 - $55.78 $46.2 - $55.8
1 $57K
CIFR
Cipher Mining Inc.

Financial Services
12
New
$2.1 - $4.78 $25.2 - $57.4
12 $57K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
3
New
$21.27 - $26.73 $63.8 - $80.2
3 $57K
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
1
New
$38.28 - $61.65 $38.3 - $61.7
1 $56K
PHR
Phreesia, Inc.

Healthcare
2
New
$23.25 - $28.49 $46.5 - $57
2 $56K
TWST
Twist Bioscience Corp

Healthcare
2
New
$28.16 - $40.27 $56.3 - $80.5
2 $55K
STAA
Staar Surgical CO

Healthcare
2
New
$15.09 - $20.27 $30.2 - $40.5
2 $55K
AMPX
Amprius Technologies, Inc.

Industrials
7
New
$2.07 - $4.27 $14.5 - $29.9
7 $54K
NCNO
N Cino, Inc.

Technology
2
New
$21.45 - $28.12 $42.9 - $56.2
2 $53K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1
New
$50.52 - $50.92 $50.5 - $50.9
1 $51K
TARS
Tarsus Pharmaceuticals, Inc.

Healthcare
1
New
$39.88 - $51.49 $39.9 - $51.5
1 $51K
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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