Twin Peaks Wealth Advisors, LLC Sells in Q1 2025

Twin Peaks Wealth Advisors, LLC

  • $220 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.07K
- 3.16%
$209.68 - $247.1 $434K - $512K
63.5K $12.8B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-58.3K
- 19.18%
$29.34 - $31.31 $1.71M - $1.82M
246K $7.09B
EFG
Msci Eafe Growth ETF

ETFs
-16.9K
- 40.87%
$96.1 - $106.37 $1.63M - $1.8M
24.5K $2.43B
TSLA
Tesla, Inc.

Consumer Cyclical
-73
- 0.8%
$222.15 - $428.22 $16.2K - $31.3K
9.03K $2.29B
AMZN
Amazon Com Inc

Consumer Cyclical
-699
- 2.27%
$190.26 - $242.06 $133K - $169K
30.1K $5.4B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.52K
- 15.45%
$468.34 - $539.52 $710K - $817K
8.29K $3.8B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-50.8K
- 82.51%
$22.25 - $23.0 $1.13M - $1.17M
10.8K $245M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-27.3K
- 11.54%
$42.4 - $44.11 $1.16M - $1.21M
210K $9.07B
FTSL
First Trust Senior Ln Fund

ETFs
-21.8K
- 36.05%
$45.65 - $46.48 $996K - $1.01M
38.7K $1.76B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-15K
- 62.9%
$57.21 - $65.8 $856K - $984K
8.82K $485M
FDN
First Tr Fd Dow Jones

ETFs
-1.38K
- 8.54%
$221.38 - $266.86 $306K - $369K
14.8K $3.21B
SPY
Spdr S&P 500 ETF Trust

ETFs
-369
- 4.96%
$551.42 - $612.93 $203K - $226K
7.08K $3.8B
FPE
First Tr Pfd Secs & Income ETF

ETFs
-20K
- 6.3%
$17.53 - $17.87 $350K - $357K
297K $5.1B
FPX
First Trust Us Equity Opportun

ETFs
-1.32K
- 3.3%
$106.21 - $143.53 $141K - $190K
38.8K $4.29B
CRM
Salesforce, Inc.

Technology
-377
- 7.87%
$268.36 - $359.95 $101K - $136K
4.41K $1.12B
GOOG
Alphabet Inc.

Communication Services
-467
- 3.75%
$156.06 - $207.71 $72.9K - $97K
12K $1.9B
GOOGL
Alphabet Inc.

Communication Services
-649
- 6.26%
$154.33 - $206.19 $100K - $134K
9.71K $1.52B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-4.67K
- 18.15%
$36.64 - $45.76 $171K - $214K
21.1K $719M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.7K
- 39.38%
$71.17 - $73.66 $406K - $420K
8.77K $637M
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-7.54K
- 15.75%
$46.53 - $53.12 $351K - $400K
40.3K $1.89B
MBB
Ishares Tr

ETFs
-3.86K
- 19.63%
$90.37 - $94.08 $349K - $363K
15.8K $1.46B
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-4.6K
- 4.66%
$29.68 - $32.59 $137K - $150K
94.2K $2.77B
VB
Vanguard Small Cap ETF

ETFs
-716
- 12.45%
$217.89 - $252.64 $156K - $181K
5.04K $1.05B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-6.15K
- 31.51%
$58.01 - $64.46 $357K - $396K
13.4K $815M
SKYY
First Trust Cloud Computing Et

ETFs
-630
- 5.03%
$103.47 - $131.18 $65.2K - $82.6K
11.9K $1.16B
RDVY
First Trust Rising Dividend Ac

ETFs
-3.25K
- 9.28%
$57.22 - $63.39 $186K - $206K
31.8K $1.76B
FCAL
First Tr Iii Calif Mun High In

ETFs
-5.04K
- 25.14%
$48.53 - $49.76 $244K - $251K
15K $717M
FTCS
First Trust Capital Strength E

ETFs
-2.78K
- 15.4%
$86.39 - $91.35 $240K - $254K
15.3K $1.33B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-636
- 10.77%
$192.82 - $222.1 $123K - $141K
5.27K $994M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-6.62K
- 35.16%
$29.72 - $31.94 $197K - $212K
12.2K $366M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-4.66K
- 14.56%
$44.41 - $45.98 $207K - $214K
27.3K $1.23B
EFV
Msci Eafe Value ETF

ETFs
-10.6K
- 13.72%
$51.88 - $60.73 $552K - $646K
66.9K $3.87B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.28K
- 6.29%
$54.25 - $57.64 $123K - $131K
33.9K $1.84B
COIN
Coinbase Global, Inc.

Technology
-23
- 1.06%
$172.23 - $301.3 $3.96K - $6.93K
2.16K $378M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-676
- 16.33%
$126.86 - $146.45 $85.8K - $99K
3.46K $432M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-4.89K
- 35.1%
$24.66 - $26.1 $121K - $128K
9.05K $221M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
-729
- 4.84%
$37.78 - $43.82 $27.5K - $31.9K
14.3K $522M
VTI
Vanguard Total Stock Market Et

ETFs
-246
- 12.92%
$271.18 - $303.12 $66.7K - $74.6K
1.66K $437M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-530
- 8.44%
$89.18 - $104.04 $47.3K - $55.1K
5.75K $511M
TWLO
Twilio Inc

Communication Services
-171
- 3.73%
$94.9 - $148.35 $16.2K - $25.4K
4.41K $390M
SHOP
Shopify Inc.

Technology
-182
- 4.95%
$90.59 - $129.31 $16.5K - $23.5K
3.5K $294M
NOW
Service Now, Inc.

Technology
-12
- 3.4%
$783.83 - $1170.39 $9.41K - $14K
341 $279M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.21K
- 1.65%
$62.72 - $71.92 $75.7K - $86.8K
72.2K $4.57B
OPEN
Opendoor Technologies Inc.

Real Estate
-2.01K
- 1.88%
$1.02 - $1.72 $2.05K - $3.45K
105K $96.1M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-2.38K
- 4.41%
$18.54 - $18.88 $44.1K - $44.9K
51.5K $937M
FDNI
First Tr ETF Ii Dow Jones

ETFs
-2.88K
- 28.23%
$25.94 - $33.52 $74.8K - $96.6K
7.33K $211M
FVD
First Tr Value Line Divid Inde

ETFs
-1.15K
- 5.93%
$42.61 - $45.51 $49.1K - $52.5K
18.3K $786M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
-1.56K
- 7.55%
$40.5 - $42.02 $63.3K - $65.7K
19.1K $787M
BOND
Pimco Active Bond Exchange Tra

ETFs
-625
- 11.72%
$89.27 - $92.9 $55.8K - $58.1K
4.71K $427M
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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