Twin Peaks Wealth Advisors, LLC ETFs

Twin Peaks Wealth Advisors, LLC

$237 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
XMHQ Invesco Exchange Traded Fd Tr	$0	$618 Million 0.26% of portfolio	6,280	Q4 2024 Reduced 1.66%
IUSG Ishares Core S&P U.S Growth Et	$0	$577 Million 0.24% of portfolio	4,139	Q4 2024 Reduced 26.12%
XSOE Wisdomtree Tr Emerging Mkts Ex	$0	$574 Million 0.24% of portfolio	18,841	Q4 2024 Reduced 11.37%
IFRA Ishares Tr	$0	$536 Million 0.23% of portfolio	11,569	Q4 2024 Added 11.73%
IAU Ishares Gold Trust	$46.7B	$513 Million 0.22% of portfolio	10,352	Q4 2024 New
IWP Ishares Russell Mid Cap Growth	$0	$494 Million 0.21% of portfolio	3,897	Q4 2024 Added 5.44%
BOND Pimco Active Bond Exchange Tra	$0	$482 Million 0.2% of portfolio	5,333	Q4 2024 Reduced 6.26%
XLP Consumer Staples Sector Spdr	$0	$446 Million 0.19% of portfolio	5,672	Q4 2024 Reduced 3.37%
VWO Vanguard Ftse Emerging Mkts Et	$0	$380 Million 0.16% of portfolio	8,619	Q4 2024 Added 1.17%
FBT First Trust Nyse Arca Biotechn	$0	$378 Million 0.16% of portfolio	2,275	Q4 2024 Added 3.22%
FID First Tr Exchange Trded Fd Vi	$0	$374 Million 0.16% of portfolio	22,997	Q4 2024 Added 23.3%
FDL First Tr Morningstar Dividend	$0	$361 Million 0.15% of portfolio	8,967	Q4 2024 Added 13.41%
JCPB J P Morgan Exchange Traded Fd	$0	$356 Million 0.15% of portfolio	7,733	Q4 2024 Added 72.27%
BUFD First Tr Exc Trd Fd Viii Ft Cb	$0	$356 Million 0.15% of portfolio	13,945	Q4 2024 Added 54.16%
JAGG Jpmorgan Tr Us Aggregate Bond	$0	$355 Million 0.15% of portfolio	7,860	Q4 2024 Reduced 13.68%
CMF Ishares California Muni Bond E	$0	$314 Million 0.13% of portfolio	5,478	Q4 2024 New
IWF Ishares Russell 1000 Gr ETF	$0	$314 Million 0.13% of portfolio	781	Q4 2024 Reduced 55.52%
VGT Vanguard Information Technolog	$0	$312 Million 0.13% of portfolio	502	Q4 2024 Added 0.2%
JAVA Jp Morgan ETF Fd Tr Active Val	$0	$289 Million 0.12% of portfolio	4,572	Q4 2024 New
FDNI First Tr ETF Ii Dow Jones	$0	$279 Million 0.12% of portfolio	10,209	Q4 2024 Reduced 18.48%
IPO Renaissance Cap Greenwich Fds	$0	$275 Million 0.12% of portfolio	6,320	Q4 2024 Added 11.92%
IEFA Ishares Tr	$0	$261 Million 0.11% of portfolio	3,712	Q4 2024 Added 23.57%
VIG Vanguard Dividend Appreciation	$0	$251 Million 0.11% of portfolio	1,284	Q4 2024 Added 15.16%
PWZ Invesco California Amt Free Mu	$0	$250 Million 0.11% of portfolio	10,106	Q4 2024 New
BSV Vanguard Bd Index Fd Inc Short	$0	$245 Million 0.1% of portfolio	3,170	Q4 2024 Reduced 46.99%
WCLD Wisdomtree Tr Cloud Computing	$0	$239 Million 0.1% of portfolio	6,371	Q4 2024 Reduced 21.35%
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$235 Million 0.1% of portfolio	4,155	Q4 2024 Added 0.02%
JMEE J P Morgan Exchange Traded Fd	$0	$233 Million 0.1% of portfolio	3,854	Q4 2024 New
VCIT Vanguard Intermediate Term Cor	$0	$212 Million 0.09% of portfolio	2,645	Q4 2024 Added 0.04%
VEA Vanguard Ftse Developed Market	$0	$211 Million 0.09% of portfolio	4,417	Q3 2024 Reduced 70.04%
ARKK Ark ETF Tr Innovation ETF (De)	$0	$211 Million 0.09% of portfolio	3,709	Q4 2024 New
ROBT First Tr Exchange Traded Fd Vi	$0	$208 Million 0.09% of portfolio	4,614	Q4 2024 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Twin Peaks Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.