Twin Peaks Wealth Advisors, LLC Purchases in Q1 2025

Twin Peaks Wealth Advisors, LLC

  • $220 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
5.65K
New
N/A
5.65K $1.48B
IWD
Ishares Russell 1000 Val ETF

ETFs
7.99K
New
$182.82 - $196.21 $1.46M - $1.57M
7.99K $1.42B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
13.7K
New
$97.25 - $104.79 $1.33M - $1.44M
13.7K $1.38B
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.92K
+ 501.28%
$360.07 - $417.26 $1.41M - $1.63M
4.7K $1.65B
IVE
Ishares S&P 500 Value ETF

ETFs
7.75K
+ 56.7%
$185.78 - $198.58 $1.44M - $1.54M
21.4K $3.85B
HEFA
Ishares Currency Hedged Msci E

ETFs
25K
New
$34.83 - $37.52 $872K - $940K
25K $862M
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.61K
+ 25.77%
$168.16 - $186.21 $1.28M - $1.42M
37.1K $6.11B
IAU
Ishares Gold Trust

ETFs
11.1K
+ 107.33%
$49.74 - $58.96 $553K - $655K
21.5K $1.31B
IEMG
Ishares Inc

ETFs
14.6K
+ 51.97%
N/A
42.8K $2.23B
INTU
Intuit Inc

Technology
1.01K
+ 168.28%
$555.63 - $630.23 $560K - $635K
1.61K $955M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.32K
New
$95.85 - $99.25 $414K - $429K
4.32K $423M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
6.75K
+ 4.24%
$44.72 - $46.25 $302K - $312K
166K $7.56B
CRWD
Crowd Strike Holdings, Inc.

Technology
812
+ 134.66%
$308.86 - $455.36 $251K - $370K
1.42K $556M
T
At&T Inc.

Communication Services
12K
New
$21.56 - $28.28 $259K - $340K
12K $331M
JGRO
J P Morgan Exchange Traded Fd
5.07K
+ 137.55%
N/A
8.76K $629M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
15.3K
+ 16.74%
$48.06 - $53.73 $737K - $824K
107K $5.02B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
5.51K
+ 120.54%
$61.9 - $66.89 $341K - $369K
10.1K $607M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
4.48K
+ 39.74%
$56.44 - $64.13 $253K - $287K
15.7K $953M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.76K
+ 40.38%
$64.88 - $72.1 $374K - $415K
20K $1.27B
JNJ
Johnson & Johnson

Healthcare
1.72K
New
$142.06 - $167.7 $244K - $288K
1.72K $264M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
62
+ 2.11%
$442.66 - $534.52 $27.4K - $33.1K
2.99K $1.58B
IVW
Ishares S&P 500 Growth ETF

ETFs
8.89K
+ 16.73%
$92.45 - $106.69 $822K - $948K
62K $5.64B
IBM
International Business Machines Corp

Technology
946
New
$217.4 - $264.74 $206K - $250K
946 $228M
CSCO
Cisco Systems, Inc.

Technology
3.95K
New
$58.74 - $64.87 $232K - $256K
3.95K $226M
VGT
Vanguard Information Technolog

ETFs
515
+ 102.59%
$543.24 - $646.34 $280K - $333K
1.02K $535M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.46K
New
$22.46 - $23.26 $212K - $220K
9.46K $217M
IWB
Ishares Tr Russell 1000 ETF

ETFs
710
New
$302.31 - $337.54 $215K - $240K
710 $209M
XOM
Exxon Mobil Corp

Energy
2.02K
New
$105.44 - $118.93 $213K - $240K
2.02K $208M
VUG
Vanguard Growth ETF

ETFs
568
New
$369.1 - $427.61 $210K - $243K
568 $206M
BX
Blackstone Inc.

Financial Services
1.51K
New
$136.53 - $186.74 $206K - $282K
1.51K $201M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.15K
+ 18.62%
$196.12 - $229.48 $226K - $264K
7.33K $1.46B
UBER
Uber Technologies, Inc

Technology
238
+ 2.66%
$63.17 - $81.49 $15K - $19.4K
9.18K $680M
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.46K
+ 18.7%
$99.5 - $110.97 $245K - $273K
15.6K $1.52B
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.24K
+ 28.99%
$45.56 - $47.23 $102K - $106K
9.98K $461M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
2.15K
+ 27.4%
N/A
10K $456M
FDL
First Tr Morningstar Dividend

ETFs
2.45K
+ 27.37%
$39.69 - $43.83 $97.4K - $108K
11.4K $457M
Jpmorgan Active Bond ETF
1.68K
+ 23.22%
N/A
8.89K $470M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
261
+ 1.05%
$51.39 - $57.43 $13.4K - $15K
25.1K $1.37B
Ishares Flexible Income Active ETF
1.37K
+ 7.4%
N/A
19.8K $1.02B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
357
+ 12.82%
$507.05 - $563.67 $181K - $201K
3.14K $1.55B
V
Visa Inc.

Financial Services
31
+ 1.98%
$306.92 - $362.71 $9.51K - $11.2K
1.6K $537M
KLAC
Kla Corp

Technology
24
+ 4.81%
$636.62 - $777.63 $15.3K - $18.7K
523 $354M
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 0.87%
$890.62 - $1076.86 $3.56K - $4.31K
466 $455M
PG
Procter & Gamble CO

Consumer Defensive
139
+ 6.6%
$158.56 - $176.26 $22K - $24.5K
2.25K $378M
LLY
Eli Lilly & CO

Healthcare
46
+ 5.88%
$725.72 - $929.72 $33.4K - $42.8K
828 $627M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
950
+ 22.86%
$53.6 - $58.97 $50.9K - $56K
5.11K $256M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
1.17K
+ 25.36%
$41.23 - $48.92 $48.2K - $57.2K
5.78K $225M
First Trust Intermediate Duration Investment Grade Corporate ETF
812
+ 1.62%
N/A
51K $1.04B
MA
Mastercard Inc

Financial Services
41
+ 8.74%
$504.67 - $576.31 $20.7K - $23.6K
510 $264M
Activity Summary
Buys All Purchases 70 New Holdings 14 Increased Positions 56 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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