Twin Peaks Wealth Advisors, LLC Purchases in Q3 2024

Twin Peaks Wealth Advisors, LLC

  • $217 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
47.1K
+ 37.14%
$44.83 - $47.42 $2.11M - $2.24M
174K $8.2B
EFV
Msci Eafe Value ETF

ETFs
40.7K
+ 176.87%
$51.72 - $57.96 $2.1M - $2.36M
63.7K $3.67B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
52.6K
+ 433.13%
$22.38 - $23.66 $1.18M - $1.24M
64.7K $1.52B
META
Meta Platforms, Inc.

Communication Services
263
+ 1.67%
$453.41 - $572.44 $119K - $151K
16K $9.17B
IVV
Ishares Core S&P 500 ETF

ETFs
959
+ 4.98%
$520.18 - $576.82 $499K - $553K
20.2K $11.7B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
28K
+ 11.2%
$28.1 - $29.89 $785K - $836K
277K $8.29B
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.67K
+ 22.09%
$162.64 - $179.3 $760K - $838K
25.8K $4.63B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
16.1K
+ 24.26%
$44.24 - $49.47 $710K - $794K
82.3K $4.07B
DOCS
Doximity, Inc.

Healthcare
20K
New
$25.5 - $43.57 $510K - $872K
20K $872M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
5.99K
+ 2.43%
$42.87 - $45.76 $257K - $274K
252K $11.4B
IVW
Ishares S&P 500 Growth ETF

ETFs
5.99K
+ 14.22%
$84.77 - $97.13 $508K - $582K
48.1K $4.61B
IVE
Ishares S&P 500 Value ETF

ETFs
2.31K
+ 24.39%
$181.06 - $197.17 $419K - $456K
11.8K $2.33B
TSLA
Tesla, Inc.

Consumer Cyclical
15
+ 0.17%
$191.76 - $263.26 $2.88K - $3.95K
9.06K $2.37B
EFG
Msci Eafe Growth ETF

ETFs
3.75K
+ 13.75%
$96.84 - $108.77 $363K - $408K
31.1K $3.34B
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
14.8K
+ 17.55%
$28.09 - $30.4 $417K - $451K
99.3K $3.02B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
6.91K
+ 70.37%
$50.99 - $57.81 $352K - $399K
16.7K $957M
VB
Vanguard Small Cap ETF

ETFs
1.5K
+ 39.19%
$214.77 - $237.72 $323K - $357K
5.34K $1.27B
FPE
First Tr Pfd Secs & Income ETF

ETFs
9.02K
+ 2.85%
$17.35 - $18.22 $157K - $164K
326K $5.9B
FSIG
First Tr ETF Iv LTD Duration I
20.7K
New
$18.72 - $19.32 $388K - $400K
20.7K $398M
Blackrock ETF Trust Ii
6.65K
+ 73.7%
N/A
15.7K $839M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
6.3K
+ 38.17%
$42.22 - $48.62 $266K - $306K
22.8K $1.06B
JNJ
Johnson & Johnson

Healthcare
1.76K
New
$145.48 - $167.38 $257K - $295K
1.76K $286M
MBB
Ishares Tr

ETFs
2.2K
+ 14.73%
$90.85 - $96.66 $200K - $213K
17.2K $1.64B
RDVY
First Trust Rising Dividend Ac

ETFs
2.21K
+ 7.25%
$53.68 - $59.24 $119K - $131K
32.7K $1.93B
HD
Home Depot, Inc.

Consumer Cyclical
624
New
$333.64 - $405.2 $208K - $253K
624 $253M
AMD
Advanced Micro Devices Inc

Technology
1.5K
+ 48.91%
$128.67 - $183.96 $193K - $276K
4.57K $750M
WMT
Walmart Inc.

Consumer Defensive
3.06K
New
$66.91 - $81.4 $205K - $249K
3.06K $247M
XOM
Exxon Mobil Corp

Energy
2.08K
New
$109.72 - $119.0 $228K - $247K
2.08K $244M
GILD
Gilead Sciences, Inc.

Healthcare
2.89K
New
$66.59 - $83.99 $192K - $242K
2.89K $242M
ORCL
Oracle Corp

Technology
1.41K
New
$125.9 - $170.35 $178K - $241K
1.41K $241M
PLTR
Palantir Technologies Inc.

Technology
6.38K
New
$24.09 - $37.95 $154K - $242K
6.38K $237M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.64K
New
$79.29 - $84.02 $210K - $222K
2.64K $222M
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.49K
New
$45.87 - $48.53 $206K - $218K
4.49K $217M
UPST
Upstart Holdings, Inc.

Financial Services
5.33K
New
$22.9 - $44.11 $122K - $235K
5.33K $213M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1.4K
+ 0.64%
$24.39 - $25.28 $34.2K - $35.5K
222K $5.59B
VO
Vanguard Mid Cap ETF

ETFs
469
+ 18.28%
$237.84 - $263.83 $112K - $124K
3.04K $801M
FTSL
First Trust Senior Ln Fund

ETFs
3.57K
+ 6.34%
$45.51 - $46.26 $162K - $165K
59.8K $2.74B
FVD
First Tr Value Line Divid Inde

ETFs
1.95K
+ 11.47%
$40.45 - $45.49 $78.8K - $88.6K
18.9K $861M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
932
+ 5.75%
$58.03 - $65.37 $54.1K - $60.9K
17.1K $1.11B
BBUS
J P Morgan Exchg Traded Fd

ETFs
871
+ 14.0%
$93.22 - $103.58 $81.2K - $90.2K
7.09K $735M
IFRA
Ishares Tr

ETFs
1.64K
+ 18.86%
$41.55 - $46.97 $68.3K - $77.2K
10.4K $486M
IYW
Ishares Dj Us Tech ETF

ETFs
701
+ 6.61%
$133.16 - $158.73 $93.3K - $111K
11.3K $1.72B
ABBV
Abb Vie Inc.

Healthcare
266
+ 11.7%
$163.84 - $199.33 $43.6K - $53K
2.54K $502M
CRM
Salesforce, Inc.

Technology
97
+ 2.04%
$238.42 - $276.53 $23.1K - $26.8K
4.86K $1.33B
UNH
Unitedhealth Group Inc

Healthcare
114
+ 23.31%
$488.01 - $604.18 $55.6K - $68.9K
603 $353M
BND
Vanguard Bd Index Fd Inc Total

ETFs
690
+ 6.03%
$71.45 - $75.64 $49.3K - $52.2K
12.1K $912M
FID
First Tr Exchange Trded Fd Vi

ETFs
3.15K
+ 20.31%
$15.76 - $17.74 $49.6K - $55.9K
18.7K $328M
IWP
Ishares Russell Mid Cap Growth

ETFs
502
+ 15.72%
$103.87 - $117.59 $52.1K - $59K
3.7K $434M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
312
+ 6.5%
$178.94 - $207.0 $55.8K - $64.6K
5.11K $1.03B
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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