Twin Peaks Wealth Advisors, LLC Sells in Q3 2025

Twin Peaks Wealth Advisors, LLC

  • $293 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-21.1K
- 79.1%
$106.99 - $114.46 $2.26M - $2.41M
5.57K $635M
EFV
Msci Eafe Value ETF

ETFs
-17.3K
- 14.96%
$62.79 - $68.42 $1.09M - $1.18M
98.3K $6.67B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-14.3K
- 8.23%
$45.6 - $46.92 $652K - $671K
160K $7.45B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-4.4K
- 9.98%
$182.33 - $194.5 $802K - $855K
39.7K $7.72B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-6.1K
- 34.98%
$72.57 - $74.72 $443K - $456K
11.3K $843M
VB
Vanguard Small Cap ETF

ETFs
-710
- 14.05%
$237.58 - $259.17 $169K - $184K
4.34K $1.1B
FTSL
First Trust Senior Ln Fund

ETFs
-1.92K
- 3.6%
$45.81 - $46.18 $87.8K - $88.5K
51.4K $2.35B
VCIT
Vanguard Intermediate Term Cor

ETFs
-982
- 27.08%
$81.75 - $84.54 $80.3K - $83K
2.64K $222M
AMD
Advanced Micro Devices Inc

Technology
-113
- 2.47%
$134.8 - $184.42 $15.2K - $20.8K
4.46K $721M
COST
Costco Wholesale Corp

Consumer Defensive
-43
- 9.53%
$915.95 - $994.57 $39.4K - $42.8K
408 $378M
DOCS
Doximity, Inc.

Healthcare
-2.47K
- 24.28%
$57.33 - $75.12 $142K - $186K
7.71K $564M
CSCO
Cisco Systems, Inc.

Technology
-428
- 10.55%
$66.2 - $71.79 $28.3K - $30.7K
3.63K $248M
XLP
Consumer Staples Sector Spdr

ETFs
-206
- 3.66%
N/A
5.43K $425M
MCO
Moodys Corp

Financial Services
-6
- 0.65%
$472.69 - $521.32 $2.84K - $3.13K
920 $439M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-665
- 15.78%
$67.21 - $72.65 $44.7K - $48.3K
3.55K $258M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
-862
- 6.24%
$40.51 - $44.74 $34.9K - $38.6K
13K $558M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-1.67K
- 14.5%
$34.31 - $38.09 $57.4K - $63.7K
9.86K $374M
PLTR
Palantir Technologies Inc.

Technology
-127
- 5.34%
$130.68 - $186.97 $16.6K - $23.7K
2.25K $411M
JGRO
J P Morgan Exchange Traded Fd
-708
- 7.91%
N/A
8.24K $772M
NFLX
Netflix Inc

Communication Services
-15
- 2.52%
$1147.87 - $1297.18 $17.2K - $19.5K
580 $696M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-741
- 10.76%
$52.12 - $55.33 $38.6K - $41K
6.14K $340M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-796
- 4.96%
$111.77 - $121.28 $89K - $96.5K
15.3K $1.84B
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-1.84K
- 3.64%
$18.93 - $19.47 $34.9K - $35.9K
48.8K $943M
BX
Blackstone Inc.

Financial Services
-99
- 5.26%
$152.77 - $188.68 $15.1K - $18.7K
1.78K $304M
IPO
Renaissance Cap Greenwich Fds

ETFs
-298
- 5.57%
$44.11 - $53.82 $13.1K - $16K
5.05K $250M
Ishares Bitcoin Trust ETF
-150
- 4.52%
N/A
3.17K $205M
FID
First Tr Exchange Trded Fd Vi

ETFs
-753
- 3.21%
$19.17 - $20.16 $14.4K - $15.2K
22.7K $448M
PG
Procter & Gamble CO

Consumer Defensive
-83
- 3.99%
$150.47 - $161.22 $12.5K - $13.4K
2K $307M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-380
- 8.19%
$55.15 - $58.11 $21K - $22.1K
4.26K $245M
BOND
Pimco Active Bond Exchange Tra

ETFs
-175
- 4.88%
$90.83 - $93.81 $15.9K - $16.4K
3.41K $318M
FVD
First Tr Value Line Divid Inde

ETFs
-405
- 2.57%
$44.73 - $46.86 $18.1K - $19K
15.4K $710M
FTCS
First Trust Capital Strength E

ETFs
-330
- 2.26%
$89.72 - $93.74 $29.6K - $30.9K
14.2K $1.33B
T
At&T Inc.

Communication Services
-231
- 1.84%
$26.94 - $29.62 $6.22K - $6.84K
12.3K $348M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-185
- 3.48%
$98.53 - $107.1 $18.2K - $19.8K
5.13K $538M
DIS
Walt Disney CO

Communication Services
-58
- 2.65%
$112.25 - $124.0 $6.51K - $7.19K
2.13K $244M
HD
Home Depot, Inc.

Consumer Cyclical
-29
- 3.56%
$357.4 - $423.42 $10.4K - $12.3K
786 $319M
MCD
Mcdonalds Corp

Consumer Cyclical
-13
- 1.1%
$291.67 - $316.99 $3.79K - $4.12K
1.17K $354M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1
- 0.02%
$78.11 - $79.07 $78.1 - $79.1
4.2K $331M
Jpmorgan Global Select Equity ETF Global Select Equity ETF
-54
- 1.49%
N/A
3.56K $241M
CRM
Salesforce, Inc.

Technology
-87
- 2.05%
$231.66 - $273.65 $20.2K - $23.8K
4.16K $987M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
-208
- 1.29%
$65.91 - $70.63 $13.7K - $14.7K
15.9K $1.12B
FPE
First Tr Pfd Secs & Income ETF

ETFs
-2.97K
- 1.0%
$17.81 - $18.39 $52.9K - $54.7K
295K $5.39B
WCLD
Wisdomtree Tr Cloud Computing

ETFs
-214
- 2.66%
$32.53 - $36.88 $6.96K - $7.89K
7.83K $275M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-31
- 0.36%
$62.09 - $66.51 $1.92K - $2.06K
8.61K $562M
GE
General Electric CO

Industrials
-24
- 2.41%
$244.75 - $305.63 $5.87K - $7.34K
971 $292M
FDNI
First Tr ETF Ii Dow Jones

ETFs
-241
- 3.79%
$32.68 - $38.85 $7.88K - $9.36K
6.12K $237M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
-145
- 1.81%
$47.99 - $54.16 $6.96K - $7.85K
7.85K $415M
IBM
International Business Machines Corp

Technology
-106
- 10.63%
$234.77 - $292.47 $24.9K - $31K
891 $251M
TWLO
Twilio Inc

Communication Services
-17
- 0.42%
$92.44 - $132.7 $1.57K - $2.26K
4K $400M
Activity Summary
Buys All Purchases 86 New Holdings 1 Increased Positions 85 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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