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Twin Peaks Wealth Advisors, LLC13F | |
| Twin Peaks Wealth Advisors, LLC | |
| Last update 2025-04-16 | 139 Stocks (14 new) |
| Value $219.00 Mil | Turnover 9 % |
Twin Peaks Wealth Advisors, LL... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 63,491 | 12,834.1 | -3.16% | 5.860 | -0.22% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
IVV | iShares Core S&P 500 ETF | 22,349 | 12,072.5 | +2.17% | 5.510 | +0.12% | 0.000 | +19.67% | +7.80% | 634,518.9 | ||
FIXD |
First Trust TCW Opportunistic Fixed Income ETF
First Trust TCW Opportunistic Fixed Income ETF
| 209,560 | 9,075.0 | -11.54% | 4.140 | -0.50% | 0.240 | +1.45% | +3.50% | 3,380.1 | ||
META | Meta Platforms Inc | 15,985 | 8,336.5 | +2.84% | 3.810 | +0.11% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 166,172 | 7,557.5 | +4.24% | 3.450 | +0.14% | 0.020 | +1.58% | +3.40% | 32,719.8 | ||
BUFR | FT Vest Laddered Buffer ETF | 245,629 | 7,088.9 | -19.18% | 3.240 | -0.75% | 0.110 | +13.05% | +5.51% | 7,005.5 | ||
FTSM |
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
| 109,984 | 6,582.6 | +7.14% | 3.010 | +0.20% | 0.100 | +1.19% | +2.56% | 6,354.3 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 37,135 | 6,106.5 | +25.77% | 2.790 | +0.57% | 0.010 | +14.25% | +3.80% | 53,112.1 | ||
IVW | iShares S&P 500 Growth ETF | 62,015 | 5,642.7 | +16.73% | 2.580 | +0.37% | 0.010 | +27.10% | +10.87% | 61,778.2 | ||
AMZN | Amazon.com Inc | 30,055 | 5,397.6 | -2.27% | 2.460 | -0.07% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical |
Twin Peaks Wealth Advisors, LLC's Historical Top Holdings Breakdowns
Twin Peaks Wealth Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BUFR | FT Vest Laddered Buffer ETF | 2025-03-31 | Reduce Reduce | -0.75% | 29.34 ($30.56) 31.31 | $32.15 | 5.20% | Reduce -19.18% | 245,629 | -58,283 | |
EFG | iShares MSCI EAFE Growth ETF | 2025-03-31 | Reduce Reduce | -0.69% | 96.1 ($101.94) 106.32 | $110.01 | 7.92% | Reduce -40.87% | 24,483 | -16,923 | |
OEF | iShares S&P 100 ETF | 2025-03-31 | New Buy New Buy | +0.67% | 268.35 ($287.14) 300.35 | $309.56 | 7.81% | New holding | 5,652 | 5,652 | |
IWD | iShares Russell 1000 Value ETF | 2025-03-31 | New Buy New Buy | +0.65% | 182.82 ($190.45) 196.21 | $195.88 | 2.85% | New holding | 7,991 | 7,991 | |
IVE | iShares S&P 500 Value ETF | 2025-03-31 | Add Add | +0.64% | 185.78 ($193.5) 198.58 | $197.34 | 1.98% | Add 56.7% | 21,419 | 7,750 | |
IWF | iShares Russell 1000 Growth ETF | 2025-03-31 | Add Add | +0.63% | 360.07 ($394.62) 417.26 | $434.26 | 10.05% | Add 501.28% | 4,696 | 3,915 | |
TLH |
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
| 2025-03-31 | New Buy New Buy | +0.63% | 97.25 ($101.36) 104.79 | $98.94 | -2.39% | New holding | 13,695 | 13,695 | |
QUAL | iShares MSCI USA Quality Factor ETF | 2025-03-31 | Add Add | +0.57% | 168.16 ($179.03) 186.21 | $184.03 | 2.79% | Add 25.77% | 37,135 | 7,609 | |
FIXD |
First Trust TCW Opportunistic Fixed Income ETF
First Trust TCW Opportunistic Fixed Income ETF
| 2025-03-31 | Reduce Reduce | -0.50% | 42.4 ($43.35) 44.11 | $43.53 | 0.42% | Reduce -11.54% | 209,560 | -27,332 | |
GOVT | iShares U.S. Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -0.50% | 22.25 ($22.67) 23 | $22.71 | 0.18% | Reduce -82.51% | 10,769 | -50,789 |
Twin Peaks Wealth Advisors, LLC Total Holding History ($B)
Twin Peaks Wealth Advisors, LLC's Asset Allocation
Twin Peaks Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Twin Peaks Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31
Twin Peaks Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Twin Peaks Wealth Advisors, LLC's Holdings Heat Map
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Twin Peaks Wealth Advisors, LLC's Holdings Bubble Chart
Twin Peaks Wealth Advisors, LLC News
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