Twin Peaks Wealth Advisors, LLC Reduced Holdings in Q1 2024

Twin Peaks Wealth Advisors, LLC

  • $180 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-4.9K
- 7.92%
$169.0 - $195.18 $828K - $956K
57K $9.77B
TSLA
Tesla, Inc.

Consumer Cyclical
-2.12K
- 19.94%
$162.5 - $248.42 $344K - $525K
8.49K $1.49B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-5.39K
- 73.48%
$102.91 - $114.96 $555K - $620K
1.95K $224M
FTSL
First Trust Senior Ln Fund

ETFs
-6.94K
- 13.1%
$45.8 - $46.4 $318K - $322K
46K $2.13B
FCAL
First Tr Iii Calif Mun High In

ETFs
-5.36K
- 39.93%
$49.35 - $50.06 $265K - $269K
8.07K $401M
IEMG
Ishares Inc

ETFs
-5.44K
- 21.09%
$47.6 - $51.96 $259K - $283K
20.4K $1.05B
VTI
Vanguard Total Stock Market Et

ETFs
-1.16K
- 35.77%
$232.77 - $260.14 $270K - $302K
2.08K $541M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.67K
- 25.84%
$163.11 - $183.59 $272K - $306K
4.78K $873M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.77K
- 37.0%
$71.76 - $73.66 $199K - $204K
4.72K $343M
OPEN
Opendoor Technologies Inc.

Real Estate
-130
- 0.1%
$2.63 - $4.28 $342 - $556
133K $404M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.54K
- 13.05%
$76.34 - $77.25 $117K - $119K
10.2K $784M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.53K
- 34.54%
$77.86 - $83.58 $119K - $128K
2.9K $242M
IEFA
Ishares Tr

ETFs
-1.65K
- 31.83%
$68.14 - $74.43 $112K - $123K
3.54K $262M
TWLO
Twilio Inc

Communication Services
-253
- 4.47%
$56.25 - $74.59 $14.2K - $18.9K
5.41K $331M
MCD
Mcdonalds Corp

Consumer Cyclical
-268
- 18.99%
$278.58 - $300.53 $74.7K - $80.5K
1.14K $322M
EFV
Msci Eafe Value ETF

ETFs
-2.63K
- 8.01%
$50.46 - $54.5 $133K - $143K
30.2K $1.64B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-2.2K
- 9.04%
$27.04 - $29.77 $59.4K - $65.4K
22.1K $651M
FDNI
First Tr ETF Ii Dow Jones

ETFs
-2.23K
- 13.84%
$20.95 - $23.21 $46.8K - $51.9K
13.9K $318M
SHOP
Shopify Inc.

Technology
-485
- 10.4%
$71.82 - $90.72 $34.8K - $44K
4.18K $322M
GILD
Gilead Sciences, Inc.

Healthcare
-197
- 6.16%
$71.58 - $87.29 $14.1K - $17.2K
3K $220M
FTCS
First Trust Capital Strength E

ETFs
-2.21K
- 8.15%
$79.51 - $85.66 $176K - $189K
24.9K $2.14B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-4.16K
- 5.31%
$51.38 - $59.17 $214K - $246K
74.2K $4.18B
WCLD
Wisdomtree Tr Cloud Computing

ETFs
-844
- 8.02%
$32.49 - $37.05 $27.4K - $31.3K
9.68K $337M
FBT
First Trust Nyse Arca Biotechn

ETFs
-83
- 3.34%
$145.08 - $160.46 $12K - $13.3K
2.4K $369M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-99
- 1.38%
$45.2 - $51.64 $4.47K - $5.11K
7.08K $354M
ABNB
Airbnb, Inc.

Consumer Cyclical
-564
- 22.34%
$133.42 - $168.18 $75.2K - $94.9K
1.96K $323M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-551
- 5.9%
$39.04 - $42.23 $21.5K - $23.3K
8.79K $367M
FRI
First Tr S&P Reit Index Fd

ETFs
-300
- 3.04%
$24.8 - $26.5 $7.44K - $7.95K
9.57K $249M
GOOGL
Alphabet Inc.

Communication Services
-884
- 7.83%
$131.4 - $153.51 $116K - $136K
10.4K $1.57B
XLP
Consumer Staples Sector Spdr

ETFs
-394
- 6.29%
$71.59 - $76.36 $28.2K - $30.1K
5.87K $448M
NOW
Service Now, Inc.

Technology
-32
- 7.64%
$671.87 - $812.94 $21.5K - $26K
387 $295M
FVD
First Tr Value Line Divid Inde

ETFs
-632
- 3.59%
$39.94 - $42.23 $25.2K - $26.7K
17K $717M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-219
- 5.9%
$82.87 - $90.44 $18.1K - $19.8K
3.49K $316M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
-321
- 2.0%
$37.97 - $41.18 $12.2K - $13.2K
15.8K $649M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
-37
- 0.69%
$55.4 - $60.38 $2.05K - $2.23K
5.31K $319M
MCK
Mckesson Corp

Healthcare
-114
- 10.97%
$473.42 - $539.26 $54K - $61.5K
925 $497M
JPM
Jpmorgan Chase & CO

Financial Services
-193
- 10.12%
$167.09 - $200.3 $32.2K - $38.7K
1.71K $343M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-715
- 9.0%
$100.95 - $117.92 $72.2K - $84.3K
7.23K $847M
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-4.87K
- 7.6%
$41.21 - $47.29 $201K - $230K
59.2K $2.73B
KLAC
Kla Corp

Technology
-18
- 3.96%
$544.31 - $723.26 $9.8K - $13K
437 $305M
RDVY
First Trust Rising Dividend Ac

ETFs
-1.73K
- 5.37%
$50.05 - $56.17 $86.6K - $97.2K
30.5K $1.71B
BBUS
J P Morgan Exchg Traded Fd

ETFs
-6
- 0.1%
$84.37 - $94.43 $506 - $567
5.71K $539M
GOOG
Alphabet Inc.

Communication Services
-409
- 3.46%
$132.56 - $154.84 $54.2K - $63.3K
11.4K $1.74B
SKYY
First Trust Cloud Computing Et

ETFs
-330
- 2.54%
$83.32 - $97.12 $27.5K - $32K
12.7K $1.21B
NFLX
Netflix Inc

Communication Services
-5
- 0.64%
$468.5 - $629.24 $2.34K - $3.15K
776 $471M
CRM
Salesforce, Inc.

Technology
-355
- 6.65%
$251.12 - $316.88 $89.1K - $112K
4.98K $1.5B
AMD
Advanced Micro Devices Inc

Technology
-8
- 0.25%
$135.32 - $211.38 $1.08K - $1.69K
3.15K $568M
UBER
Uber Technologies, Inc

Technology
-475
- 4.46%
$57.58 - $81.39 $27.4K - $38.7K
10.2K $784M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-105
- 1.5%
$86.47 - $110.05 $9.08K - $11.6K
6.9K $759M
Activity Summary
Buys All Purchases 61 New Holdings 12 Increased Positions 49 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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