Twin Peaks Wealth Advisors, LLC Sells in Q3 2024

Twin Peaks Wealth Advisors, LLC

  • $217 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.72K
- 47.82%
$475.2 - $527.7 $819K - $910K
1.88K $993M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-7.52K
- 55.71%
$76.38 - $78.87 $575K - $593K
5.98K $471M
VEA
Vanguard Ftse Developed Market

ETFs
-10.3K
- 70.04%
$47.6 - $53.31 $492K - $551K
4.42K $233M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-7.88K
- 6.85%
$59.61 - $60.15 $469K - $474K
107K $6.41B
NVDA
Nvidia Corp

Technology
-2.62K
- 6.35%
$98.91 - $134.91 $259K - $353K
38.6K $4.68B
MSFT
Microsoft Corp

Technology
-229
- 1.78%
$395.15 - $467.56 $90.5K - $107K
12.6K $5.44B
AMZN
Amazon Com Inc

Consumer Cyclical
-569
- 1.93%
$161.02 - $200.0 $91.6K - $114K
28.9K $5.38B
IEMG
Ishares Inc

ETFs
-7.28K
- 22.74%
$53.64 - $53.64 $391K - $391K
24.7K $1.42B
GOOGL
Alphabet Inc.

Communication Services
-679
- 6.2%
$148.65 - $191.18 $101K - $130K
10.3K $1.7B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.05K
- 43.72%
$105.53 - $118.34 $216K - $243K
2.64K $309M
COIN
Coinbase Global, Inc.

Technology
-308
- 11.06%
$147.09 - $265.15 $45.3K - $81.7K
2.48K $441M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.04K
- 32.15%
$41.9 - $48.26 $169K - $195K
8.52K $408M
FTCS
First Trust Capital Strength E

ETFs
-2.98K
- 12.46%
$83.58 - $90.94 $249K - $271K
20.9K $1.9B
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-7.64K
- 12.54%
$18.36 - $19.08 $140K - $146K
53.3K $1.02B
MCK
Mckesson Corp

Healthcare
-4
- 0.43%
$479.06 - $630.38 $1.92K - $2.52K
927 $458M
SPY
Spdr S&P 500 ETF Trust

ETFs
-569
- 6.81%
$517.38 - $573.86 $294K - $327K
7.79K $4.47B
INTU
Intuit Inc

Technology
-71
- 10.69%
$602.97 - $670.49 $42.8K - $47.6K
593 $368M
FRI
First Tr S&P Reit Index Fd

ETFs
-3.59K
- 32.72%
$25.47 - $29.98 $91.4K - $108K
7.38K $219M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-264
- 2.65%
$434.77 - $502.96 $115K - $133K
9.71K $4.74B
AMAT
Applied Materials Inc

Technology
-17
- 1.66%
$174.88 - $254.97 $2.97K - $4.33K
1.01K $204M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
-984
- 10.83%
$28.88 - $32.61 $28.4K - $32.1K
8.1K $259M
BOND
Pimco Active Bond Exchange Tra

ETFs
-504
- 8.14%
$90.01 - $95.32 $45.4K - $48K
5.69K $538M
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-1.93K
- 3.35%
$43.21 - $49.0 $83.6K - $94.8K
55.8K $2.7B
VTI
Vanguard Total Stock Market Et

ETFs
-154
- 7.48%
$255.18 - $283.2 $39.3K - $43.6K
1.9K $539M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-729
- 7.58%
$89.91 - $101.33 $65.5K - $73.9K
8.89K $872M
V
Visa Inc.

Financial Services
-73
- 4.8%
$253.74 - $291.56 $18.5K - $21.3K
1.45K $398M
DFS
Discover Financial Services

Financial Services
-115
- 6.81%
$123.41 - $144.72 $14.2K - $16.6K
1.57K $221M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-690
- 4.92%
$60.84 - $67.51 $42K - $46.6K
13.3K $901M
COF
Capital One Financial Corp

Financial Services
-87
- 5.84%
$131.42 - $153.05 $11.4K - $13.3K
1.4K $210M
TWLO
Twilio Inc

Communication Services
-602
- 11.41%
$56.03 - $65.23 $33.7K - $39.3K
4.68K $305M
MCO
Moodys Corp

Financial Services
-94
- 9.8%
$421.49 - $494.67 $39.6K - $46.5K
865 $411M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.15K
- 3.16%
$44.65 - $47.21 $51.3K - $54.2K
35.2K $1.64B
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 0.68%
$801.83 - $917.05 $2.41K - $2.75K
440 $390M
NFLX
Netflix Inc

Communication Services
-21
- 2.35%
$598.55 - $722.26 $12.6K - $15.2K
872 $618M
OPEN
Opendoor Technologies Inc.

Real Estate
-1.83K
- 1.37%
$1.6 - $2.92 $2.93K - $5.35K
131K $263M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-168
- 2.56%
$94.31 - $103.26 $15.8K - $17.3K
6.39K $655M
FBT
First Trust Nyse Arca Biotechn

ETFs
-107
- 4.63%
$152.39 - $172.91 $16.3K - $18.5K
2.2K $379M
FDN
First Tr Fd Dow Jones

ETFs
-455
- 2.58%
$183.68 - $212.48 $83.6K - $96.7K
17.2K $3.64B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-473
- 2.18%
$29.23 - $33.51 $13.8K - $15.9K
21.3K $702M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-713
- 3.16%
$57.32 - $62.65 $40.9K - $44.7K
21.8K $1.36B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-235
- 8.1%
$405.19 - $478.57 $95.2K - $112K
2.67K $1.23B
FDNI
First Tr ETF Ii Dow Jones

ETFs
-448
- 3.45%
$22.19 - $29.88 $9.94K - $13.4K
12.5K $359M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
-160
- 1.04%
$38.22 - $43.47 $6.12K - $6.96K
15.2K $659M
SKYY
First Trust Cloud Computing Et

ETFs
-58
- 0.47%
$86.45 - $102.48 $5.01K - $5.94K
12.3K $1.26B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-367
- 0.49%
$52.1 - $59.66 $19.1K - $21.9K
74.1K $4.39B
FPX
First Trust Us Equity Opportun

ETFs
-1.26K
- 2.92%
$92.33 - $110.55 $117K - $140K
42K $4.63B
AAPL
Apple Inc.

Technology
-1.89K
- 3.08%
$207.23 - $234.82 $391K - $443K
59.5K $13.9B
Activity Summary
Buys All Purchases 75 New Holdings 12 Increased Positions 63 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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