Twin Peaks Wealth Advisors, LLC Portfolio Holdings

Twin Peaks Wealth Advisors, LLC

  • $237 Billion
  • Q4 2024

Twin Peaks Wealth Advisors, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $237 Billion distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16.4B, Ishares Core S&P 500 ETF with a value of $12.9B, First Tr ETF Viii Tcw Opportun with a value of $10.2B, First Tr Ex Td Viii Ft Cboe Ve with a value of $9.26B, and Meta Platforms, Inc. with a value of $9.1B.

Examining the 13F form we can see an increase of $19.9B in the current position value, from $217B to 237B.

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 $237 Billion
ETFs: $162 Billion
Technology: $34.6 Billion
Communication Services: $14.9 Billion
Consumer Cyclical: $11 Billion
Healthcare: $4.96 Billion
Financial Services: $3.77 Billion
Consumer Defensive: $1.08 Billion
Real Estate: $171 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.04 Billion 0.44% of portfolio
14,470
Q4 2024 Added 19.17%
$68.5B
$1.02 Billion 0.43% of portfolio
4,401
Q4 2024 Added 15.33%
$0
$1.01 Billion 0.43% of portfolio
53,928
Q4 2024 Added 1.15%
First Trust Intermediate Duration Investment Grade Corporate ETF
-
$1.03 Billion 0.43% of portfolio
-
Q4 2024 Added 299.05%
$0
$989 Million 0.42% of portfolio
20,040
Q4 2024 Added 46.93%
$0
$983 Million 0.42% of portfolio
14,261
Q4 2024 Added 6.9%
Ishares Flexible Income Active ETF
-
$960 Million 0.41% of portfolio
-
Q4 2024 Added 17.73%
$483B
$890 Million 0.38% of portfolio
1,760
Q4 2024 Added 191.87%
$0
$884 Million 0.37% of portfolio
3,345
Q4 2024 Added 10.21%
$0
$887 Million 0.37% of portfolio
10,154
Q4 2024 Added 14.24%
$0
$848 Million 0.36% of portfolio
19,429
Q4 2024 Added 2.65%
$0
$848 Million 0.36% of portfolio
20,712
Q4 2024 Added 13.84%
$416B
$723 Million 0.31% of portfolio
811
Q4 2024 Reduced 7.0%
$0
$736 Million 0.31% of portfolio
2,758
Q2 2024 Reduced 0.25%
Federated Hermes Total Return Bond ETF
-
$657 Million 0.28% of portfolio
-
Q4 2024 Added 134.0%
$0
$638 Million 0.27% of portfolio
15,059
Q4 2024 Reduced 1.01%
$782B
$604 Million 0.26% of portfolio
782
Q4 2024 Added 6.39%
$0
$618 Million 0.26% of portfolio
6,280
Q4 2024 Reduced 1.66%
$712B
$566 Million 0.24% of portfolio
2,360
Q4 2024 Added 11.11%
$0
$574 Million 0.24% of portfolio
18,841
Q4 2024 Reduced 11.37%
$0
$577 Million 0.24% of portfolio
4,139
Q4 2024 Reduced 26.12%
$0
$536 Million 0.23% of portfolio
11,569
Q4 2024 Added 11.73%
$144B
$540 Million 0.23% of portfolio
8,945
Q4 2024 Reduced 14.24%
$96B
$543 Million 0.23% of portfolio
953
Q4 2024 Added 2.8%
$24.7B
$541 Million 0.23% of portfolio
2,178
Q4 2024 Reduced 12.04%
$0
$552 Million 0.23% of portfolio
1,904
Q3 2024 Reduced 7.48%
$167B
$511 Million 0.22% of portfolio
4,232
Q4 2024 Reduced 7.46%
$49.3B
$513 Million 0.22% of portfolio
10,352
Q4 2024 New
$561B
$496 Million 0.21% of portfolio
1,568
Q4 2024 Added 8.36%
$17.2B
$495 Million 0.21% of portfolio
4,582
Q4 2024 Reduced 2.01%
$0
$494 Million 0.21% of portfolio
3,897
Q4 2024 Added 5.44%
$169B
$493 Million 0.21% of portfolio
6,523
Q4 2024 Added 2.18%
$0
$482 Million 0.2% of portfolio
5,333
Q4 2024 Reduced 6.26%
$363B
$461 Million 0.19% of portfolio
2,592
Q4 2024 Added 2.05%
$0
$446 Million 0.19% of portfolio
5,672
Q4 2024 Reduced 3.37%
$0
$455 Million 0.19% of portfolio
24,108
Q4 2024 Added 16.39%
$411B
$423 Million 0.18% of portfolio
462
Q4 2024 Added 5.0%
$84.5B
$415 Million 0.18% of portfolio
876
Q4 2024 Added 1.27%
$115B
$391 Million 0.17% of portfolio
3,680
Q4 2024 Reduced 14.06%
$0
$374 Million 0.16% of portfolio
22,997
Q4 2024 Added 23.3%
$169B
$376 Million 0.16% of portfolio
599
Q4 2024 Added 1.01%
$0
$380 Million 0.16% of portfolio
8,619
Q4 2024 Added 1.17%
Jpmorgan Active Bond ETF
-
$377 Million 0.16% of portfolio
-
Q4 2024 New
$0
$378 Million 0.16% of portfolio
2,275
Q4 2024 Added 3.22%
$161B
$374 Million 0.16% of portfolio
353
Q4 2024 Reduced 10.63%
$398B
$353 Million 0.15% of portfolio
2,107
Q4 2024 Added 2.53%
$0
$361 Million 0.15% of portfolio
8,967
Q4 2024 Added 13.41%
$179B
$352 Million 0.15% of portfolio
792
Q4 2024 Reduced 15.2%
-
$358 Million 0.15% of portfolio
-
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $237 Billion
  • Prior Value $217 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 15 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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