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
Solana ETF
1.37K
New
N/A
1.37K $28.5M
FCX
Freeport Mcmoran Inc

Basic Materials
671
New
$29.15 - $44.46 $19.6K - $29.8K
671 $28.3M
VST
Vistra Corp.

Utilities
135
New
$98.07 - $195.04 $13.2K - $26.3K
135 $28.3M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
1.93K
New
$13.71 - $15.46 $26.4K - $29.8K
1.93K $28.2M
APD
Air Products & Chemicals, Inc.

Basic Materials
97
New
$248.61 - $294.96 $24.1K - $28.6K
97 $28.1M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
752
New
$35.3 - $37.51 $26.5K - $28.2K
752 $28.1M
VHT
Vanguard Health Care ETF

ETFs
115
New
$236.71 - $261.92 $27.2K - $30.1K
115 $28.1M
FSS
Federal Signal Corp

Industrials
215
New
$69.23 - $106.42 $14.9K - $22.9K
215 $27.9M
FDX
Fedex Corp

Industrials
120
New
$198.07 - $245.17 $23.8K - $29.4K
120 $27.6M
NDAQ
Nasdaq, Inc.

Financial Services
284
New
$66.4 - $89.42 $18.9K - $25.4K
284 $27.3M
TTWO
Take Two Interactive Software Inc

Communication Services
117
New
$194.58 - $243.05 $22.8K - $28.4K
117 $27.2M
WRB
Berkley W R Corp

Financial Services
386
New
$64.28 - $75.17 $24.8K - $29K
386 $27M
Canadian Pacific Kansas City Com
356
New
N/A
356 $26.7M
CCI
Crown Castle International Corp

Real Estate
260
New
$94.83 - $107.06 $24.7K - $27.8K
260 $26.6M
DAL
Delta Air Lines, Inc.

Industrials
455
New
$35.88 - $52.99 $16.3K - $24.1K
455 $26.6M
CW
Curtiss Wright Corp

Industrials
53
New
$283.18 - $488.55 $15K - $25.9K
53 $26.6M
BCS
Barclays PLC

Financial Services
1.3K
New
$12.69 - $18.61 $16.5K - $24.2K
1.3K $26.5M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
876
New
$28.45 - $33.08 $24.9K - $29K
876 $26.5M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
304
New
$65.04 - $82.18 $19.8K - $25K
304 $26.3M
Peakstone Realty Trust Common Shares
2.19K
New
N/A
2.19K $26.3M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
393
New
$53.75 - $67.21 $21.1K - $26.4K
393 $26.1M
OC
Owens Corning

Industrials
174
New
$126.32 - $147.75 $22K - $25.7K
174 $26M
DEO
Diageo PLC

Consumer Defensive
233
New
$99.86 - $115.75 $23.3K - $27K
233 $26M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
462
New
$45.88 - $54.4 $21.2K - $25.1K
462 $25.7M
VMC
Vulcan Materials CO

Basic Materials
88
New
$226.49 - $276.01 $19.9K - $24.3K
88 $25.7M
URI
United Rentals, Inc.

Industrials
28
New
$551.94 - $753.4 $15.5K - $21.1K
28 $25.7M
DRI
Darden Restaurants Inc

Consumer Cyclical
125
New
$186.58 - $225.78 $23.3K - $28.2K
125 $25.6M
EEMA
Ishares Msci Emerging Markets

ETFs
300
New
$64.59 - $83.0 $19.4K - $24.9K
300 $25.6M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
597
New
$45.98 - $56.15 $27.5K - $33.5K
597 $25.6M
DXCM
Dexcom Inc

Healthcare
319
New
$59.83 - $87.57 $19.1K - $27.9K
319 $25.6M
CSL
Carlisle Companies Inc

Industrials
66
New
$317.1 - $408.5 $20.9K - $27K
66 $25.5M
ENTG
Entegris Inc

Technology
335
New
$62.92 - $86.2 $21.1K - $28.9K
335 $25.5M
Gsk PLC Sponsored Adr
665
New
N/A
665 $25.4M
QRVO
Qorvo, Inc.

Technology
283
New
$50.81 - $84.91 $14.4K - $24K
283 $25.4M
Super Micro Computer Inc Com New
547
New
N/A
547 $25.4M
LITE
Lumentum Holdings Inc.

Technology
211
New
$49.56 - $95.06 $10.5K - $20.1K
211 $25.2M
ETSY
Etsy Inc

Consumer Cyclical
379
New
$40.8 - $63.88 $15.5K - $24.2K
379 $25.2M
UCBI
United Community Banks Inc

Financial Services
808
New
N/A
808 $25M
PEG
Public Service Enterprise Group Inc

Utilities
284
New
$77.13 - $84.18 $21.9K - $23.9K
284 $24.9M
ING
Ing Groep Nv

Financial Services
1.01K
New
$16.62 - $21.98 $16.8K - $22.3K
1.01K $24.8M
FDLO
Fidelity Covington Tr Low Vola

ETFs
387
New
$54.44 - $62.8 $21.1K - $24.3K
387 $24.7M
XEL
Xcel Energy Inc

Utilities
341
New
$65.65 - $72.39 $22.4K - $24.7K
341 $24.7M
CSX
Csx Corp

Industrials
686
New
$26.69 - $32.91 $18.3K - $22.6K
686 $24.6M
SLB
Schlumberger Limited

Energy
746
New
$31.95 - $42.2 $23.8K - $31.5K
746 $24.6M
ARES
Ares Management Corp

Financial Services
127
New
$118.04 - $175.83 $15K - $22.3K
127 $24.5M
NTRS
Northern Trust Corp

Financial Services
192
New
$84.45 - $126.79 $16.2K - $24.3K
192 $24.5M
Ishares Lifepath Target Date 2060 ETF Usd
684
New
N/A
684 $24.4M
WCN
Waste Connections, Inc.

Industrials
130
New
$183.26 - $199.95 $23.8K - $26K
130 $24.4M
CMI
Cummins Inc

Industrials
61
New
$267.12 - $336.65 $16.3K - $20.5K
61 $24.3M
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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