Twin Peaks Wealth Advisors, LLC Portfolio Holdings
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 2024
Twin Peaks Wealth Advisors, LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $217 Billion distributed in 131 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.9B, Ishares Core S&P 500 ETF with a value of $11.7B, First Tr ETF Viii Tcw Opportun with a value of $11.4B, Meta Platforms, Inc. with a value of $9.17B, and First Tr Ex Td Viii Ft Cboe Ve with a value of $8.29B.
Examining the 13F form we can see an increase of $16.4B in the current position value, from $200B to 217B.
Twin Peaks Wealth Advisors, LLC is based out at Burlingame, CA
Below you can find more details about Twin Peaks Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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