Twin Peaks Wealth Advisors, LLC Purchases in Q3 2025

Twin Peaks Wealth Advisors, LLC

  • $293 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
802
+ 29.43%
$41.53 - $66.18 $33.3K - $53.1K
3.53K $200M
JPM
Jpmorgan Chase & CO

Financial Services
64
+ 2.99%
$282.78 - $316.06 $18.1K - $20.2K
2.2K $695M
EMB
Ishares Tr

ETFs
652
+ 29.88%
$91.52 - $95.59 $59.7K - $62.3K
2.83K $270M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
171
+ 0.18%
$33.07 - $34.84 $5.65K - $5.96K
96.7K $3.37B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
43
+ 0.75%
$225.11 - $247.9 $9.68K - $10.7K
5.79K $1.43B
Vanguard California Tax Exempt Bond ETF
467
+ 19.55%
N/A
2.86K $285M
BAC
Bank Of America Corp

Financial Services
635
+ 14.17%
$44.92 - $52.42 $28.5K - $33.3K
5.12K $264M
JNJ
Johnson & Johnson

Healthcare
149
+ 8.07%
$155.17 - $185.42 $23.1K - $27.6K
2K $370M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
822
+ 3.32%
$41.18 - $42.48 $33.8K - $34.9K
25.6K $1.08B
VEA
Vanguard Ftse Developed Market

ETFs
651
+ 21.41%
$56.02 - $60.3 $36.5K - $39.3K
3.69K $221M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
238
+ 20.02%
$132.9 - $142.03 $31.6K - $33.8K
1.43K $201M
FSIG
First Tr ETF Iv LTD Duration I
1.79K
+ 7.37%
$19.03 - $19.33 $34K - $34.5K
26K $500M
MA
Mastercard Inc

Financial Services
66
+ 10.68%
$550.18 - $598.96 $36.3K - $39.5K
684 $389M
V
Visa Inc.

Financial Services
76
+ 4.9%
$332.09 - $358.86 $25.2K - $27.3K
1.63K $555M
NOW
Service Now, Inc.

Technology
7
+ 1.99%
$850.86 - $1044.69 $5.96K - $7.31K
359 $331M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
65
+ 2.75%
$68.94 - $86.3 $4.48K - $5.61K
2.43K $210M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
32
+ 0.39%
$49.43 - $54.52 $1.58K - $1.74K
8.25K $447M
IWS
Ishares Russell Midcap Value E

ETFs
33
+ 0.86%
$132.83 - $140.61 $4.38K - $4.64K
3.88K $542M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
465
+ 3.53%
$26.52 - $27.64 $12.3K - $12.9K
13.7K $377M
ILCG
Ishares Morningstar Growth ETF
22
+ 0.34%
N/A
6.57K $685M
XOM
Exxon Mobil Corp

Energy
15
+ 0.6%
$105.83 - $117.22 $1.59K - $1.76K
2.52K $284M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
85
+ 0.31%
$45.26 - $46.63 $3.85K - $3.96K
27.2K $1.26B
ADBE
Adobe Inc.

Technology
13
+ 1.71%
$333.65 - $392.1 $4.34K - $5.1K
775 $273M
WFC
Wells Fargo & Company

Financial Services
42
+ 1.54%
$77.05 - $85.16 $3.24K - $3.58K
2.78K $233M
IWP
Ishares Russell Mid Cap Growth

ETFs
42
+ 1.0%
$137.51 - $145.26 $5.78K - $6.1K
4.23K $602M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
86
+ 2.15%
$97.75 - $100.75 $8.41K - $8.66K
4.08K $409M
COIN
Coinbase Global, Inc.

Technology
3
+ 0.4%
$297.99 - $419.78 $894 - $1.26K
757 $256M
FDL
First Tr Morningstar Dividend

ETFs
115
+ 1.01%
$41.96 - $44.59 $4.83K - $5.13K
11.5K $498M
IWB
Ishares Tr Russell 1000 ETF

ETFs
5
+ 0.77%
$339.37 - $366.46 $1.7K - $1.83K
653 $239M
IWR
Ishares Russell Mid Cap ETF

ETFs
35
+ 1.63%
$92.26 - $97.51 $3.23K - $3.41K
2.18K $211M
SHOP
Shopify Inc.

Technology
59
+ 1.74%
$112.11 - $157.12 $6.61K - $9.27K
3.45K $512M
WMT
Walmart Inc.

Consumer Defensive
24
+ 0.6%
$94.4 - $104.27 $2.27K - $2.5K
4.02K $414M
AMZN
Amazon Com Inc

Consumer Cyclical
107
+ 0.36%
$211.65 - $238.24 $22.6K - $25.5K
30K $6.58B
MSFT
Microsoft Corp

Technology
125
+ 1.01%
$491.09 - $535.64 $61.4K - $67K
12.5K $6.5B
META
Meta Platforms, Inc.

Communication Services
627
+ 3.98%
$695.21 - $791.73 $436K - $496K
16.4K $12B
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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