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.

Portfolio value $217 Billion
ETFs: $153 Billion
Technology: $30.8 Billion
Communication Services: $14 Billion
Consumer Cyclical: $8.57 Billion
Healthcare: $3.52 Billion
Financial Services: $3.13 Billion
Consumer Defensive: $994 Million
Real Estate: $263 Million
Other: $244 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.61B
$872 Million 0.4% of portfolio
20,011
Q3 2024 New
$4.16B
$213 Million 0.1% of portfolio
5,333
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 131
  • Current Value $217 Billion
  • Prior Value $200 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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