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
ATO
Atmos Energy Corp

Utilities
146
New
$145.06 - $162.66 $21.2K - $23.7K
146 $24.2M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
481
New
$49.57 - $50.27 $23.8K - $24.2K
481 $24.2M
MRVL
Marvell Technology, Inc.

Technology
310
New
$49.38 - $79.97 $15.3K - $24.8K
310 $24.1M
SANM
Sanmina Corp

Technology
194
New
$67.3 - $98.07 $13.1K - $19K
194 $24M
SNY
Sanofi

Healthcare
498
New
$47.62 - $55.44 $23.7K - $27.6K
498 $23.9M
LNC
Lincoln National Corp

Financial Services
602
New
$28.95 - $37.27 $17.4K - $22.4K
602 $23.9M
CCL
Carnival Corp

Consumer Cyclical
803
New
$16.43 - $28.12 $13.2K - $22.6K
803 $23.8M
MKSI
Mks Instruments Inc

Technology
229
New
$58.78 - $100.27 $13.5K - $23K
229 $23.7M
FDVV
Fidelity High Dividend ETF

ETFs
433
New
$43.6 - $52.02 $18.9K - $22.5K
433 $23.6M
MGC
Vanguard Mega Cap ETF

ETFs
100
New
$179.23 - $224.92 $17.9K - $22.5K
100 $23.5M
ETR
Entergy Corp

Utilities
257
New
$79.01 - $86.61 $20.3K - $22.3K
257 $23.4M
ESE
Esco Technologies Inc

Technology
117
New
$139.86 - $194.5 $16.4K - $22.8K
117 $23.3M
PATH
Ui Path, Inc.

Technology
2.22K
New
$9.79 - $13.31 $21.7K - $29.5K
2.22K $23.3M
ASB
Associated Banc Corp

Financial Services
938
New
$18.91 - $24.56 $17.7K - $23K
938 $23.2M
ESG
Flexshares Stoxx Us Esg Select
155
New
N/A
155 $23.2M
FSMD
Fidelity Covington Tr Small Mi

ETFs
543
New
$34.67 - $41.47 $18.8K - $22.5K
543 $23.2M
CARR
Carrier Global Corp

Industrials
353
New
$55.55 - $75.83 $19.6K - $26.8K
353 $23.2M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
120
New
$160.22 - $209.35 $19.2K - $25.1K
120 $23.1M
VOE
Vanguard Mid Cap Value Index F

ETFs
136
New
$141.87 - $164.49 $19.3K - $22.4K
136 $23M
FNB
Fnb Corp

Financial Services
1.48K
New
$11.48 - $14.58 $17K - $21.6K
1.48K $23M
ITA
Ishares Tr

ETFs
115
New
$135.31 - $188.64 $15.6K - $21.7K
115 $22.7M
RYF
Invesco S&P 500 Equal Weight F

ETFs
297
New
N/A
297 $22.7M
Te Connectivity PLC Ord Shs
111
New
N/A
111 $22.7M
TRP
Tc Energy Corp

Energy
452
New
$44.48 - $51.4 $20.1K - $23.2K
452 $22.6M
BHP
Bhp Group LTD

Basic Materials
416
New
$40.22 - $50.88 $16.7K - $21.2K
416 $22.5M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
236
New
$78.85 - $101.3 $18.6K - $23.9K
236 $22.4M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
402
New
$29.19 - $50.24 $11.7K - $20.2K
402 $22.2M
REXR
Rexford Industrial Realty, Inc.

Real Estate
599
New
$31.57 - $39.41 $18.9K - $23.6K
599 $22.2M
IGF
Ishares Global Infrastructure

ETFs
365
New
$50.55 - $59.83 $18.5K - $21.8K
365 $22.2M
NI
Nisource Inc.

Utilities
522
New
$37.11 - $40.64 $19.4K - $21.2K
522 $22.1M
CORT
Corcept Therapeutics Inc

Healthcare
299
New
$62.24 - $91.93 $18.6K - $27.5K
299 $22M
LVS
Las Vegas Sands Corp

Consumer Cyclical
407
New
$30.7 - $44.12 $12.5K - $18K
407 $21.9M
WPM
Wheaton Precious Metals Corp.

Basic Materials
227
New
$70.56 - $92.75 $16K - $21.1K
227 $21.9M
ROL
Rollins Inc

Consumer Cyclical
378
New
$50.65 - $58.58 $19.1K - $22.1K
378 $21.9M
AX
Axos Financial, Inc.

Financial Services
248
New
$56.36 - $76.85 $14K - $19.1K
248 $21.8M
EW
Edwards Lifesciences Corp

Healthcare
283
New
$67.07 - $78.22 $19K - $22.1K
283 $21.8M
AEIS
Advanced Energy Industries Inc

Industrials
137
New
$79.03 - $133.84 $10.8K - $18.3K
137 $21.8M
PNR
Pentair PLC

Industrials
204
New
$76.17 - $103.58 $15.5K - $21.1K
204 $21.7M
IBKR
Interactive Brokers Group, Inc.

Financial Services
320
New
$50.53 - $212.53 $16.2K - $68K
320 $21.6M
PSTG
Pure Storage, Inc.

Technology
361
New
$37.18 - $57.58 $13.4K - $20.8K
361 $21.4M
WDC
Western Digital Corp

Technology
282
New
$30.54 - $63.99 $8.61K - $18K
282 $21.4M
XTEN
Bondbloxx ETF Tr Bloomberg 10
467
New
N/A
467 $21.4M
ED
Consolidated Edison Inc

Utilities
206
New
$98.05 - $113.3 $20.2K - $23.3K
206 $21.4M
Kenvue Inc Com
975
New
N/A
975 $21.4M
Astera Labs Inc Com
110
New
N/A
110 $21.1M
GVA
Granite Construction Inc

Industrials
193
New
$71.89 - $93.51 $13.9K - $18K
193 $21.1M
SRE
Sempra Energy

Utilities
257
New
$63.78 - $78.91 $16.4K - $20.3K
257 $21.1M
RF
Regions Financial Corp

Financial Services
830
New
$18.34 - $23.52 $15.2K - $19.5K
830 $21M
XLU
Utilities Sector Spdr

ETFs
243
New
$73.09 - $82.77 $17.8K - $20.1K
243 $21M
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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