Twin Peaks Wealth Advisors

Twin Peaks Wealth Advisors as of March 31, 2025

Portfolio Holdings for Twin Peaks Wealth Advisors

Twin Peaks Wealth Advisors holds 140 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 5.8 $13M 64k 202.14
Ishares Core S&p 500 Etf Etf (IVV) 5.5 $12M 22k 540.18
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD) 4.1 $9.1M 210k 43.30
Meta Platforms Inc Cl A Stock (META) 3.8 $8.3M 16k 521.52
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 3.4 $7.6M 166k 45.48
Ft Vest Laddered Buffer Etf Etf (BUFR) 3.2 $7.1M 246k 28.86
First Trust Enhanced Short Maturity Etf Etf (FTSM) 3.0 $6.6M 110k 59.85
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 2.8 $6.1M 37k 164.44
Ishares S&p 500 Growth Etf Etf (IVW) 2.6 $5.6M 62k 90.99
Amazon Stock (AMZN) 2.5 $5.4M 30k 179.59
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON) 2.5 $5.4M 220k 24.57
First Trust Preferred Securities & Income Etf Etf (FPE) 2.3 $5.1M 297k 17.16
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF) 2.3 $5.0M 107k 46.93
Microsoft Corp Stock (MSFT) 2.1 $4.6M 12k 385.74
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 2.1 $4.6M 72k 63.35
Nvidia Corporation Stock (NVDA) 2.0 $4.4M 39k 112.20
First Trust Us Equity Opportunities Etf Etf (FPX) 2.0 $4.3M 39k 110.66
Ishares Msci Eafe Value Etf Etf (EFV) 1.8 $3.9M 67k 57.77
Ishares S&p 500 Value Etf Etf (IVE) 1.8 $3.8M 21k 179.57
Spdr S&p 500 Etf Trust Etf (SPY) 1.7 $3.8M 7.1k 537.62
Invesco Qqq Trust Series I Etf (QQQ) 1.7 $3.8M 8.3k 457.97
First Trust Dow Jones Internet Index Fund Etf (FDN) 1.5 $3.2M 15k 216.58
Ft Vest Laddered Nasdaq Buffer Etf Etf (BUFQ) 1.3 $2.8M 94k 29.37
Ishares Msci Eafe Growth Etf Etf (EFG) 1.1 $2.4M 25k 99.15
Tesla Stock (TSLA) 1.0 $2.3M 9.0k 254.12
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 1.0 $2.2M 43k 52.10
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.9 $1.9M 12k 158.68
First Trust International Equity Opportunities Etf Etf (FPXI) 0.9 $1.9M 40k 46.98
Ishares U.s. Technology Etf Etf (IYW) 0.9 $1.9M 14k 136.94
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.8 $1.8M 34k 54.28
First Trust Rising Dividend Achievers Etf Etf (RDVY) 0.8 $1.8M 32k 55.36
First Trust Senior Loan Fund Etf (FTSL) 0.8 $1.8M 39k 45.37
Ishares Russell 1000 Growth Etf Etf (IWF) 0.8 $1.7M 4.7k 352.19
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.7 $1.6M 3.0k 528.25
Vanguard S&p 500 Etf Etf (VOO) 0.7 $1.6M 3.1k 494.11
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.7 $1.5M 9.7k 156.31
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS) 0.7 $1.5M 16k 97.09
Ishares S&p 100 Etf Etf (OEF) 0.7 $1.5M 5.7k 261.02
Ishares Mbs Etf Etf (MBB) 0.7 $1.5M 16k 92.61
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.7 $1.5M 7.3k 198.89
Ishares Russell 1000 Value Etf Etf (IWD) 0.6 $1.4M 8.0k 177.76
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.6 $1.4M 14k 100.71
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) 0.6 $1.4M 25k 54.41
First Trust Capital Strength Etf Etf (FTCS) 0.6 $1.3M 15k 87.14
Ishares Gold Trust Etf (IAU) 0.6 $1.3M 22k 60.94
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.6 $1.3M 20k 63.22
Fidelity Total Bond Etf Etf (FBND) 0.6 $1.2M 27k 45.03
First Trust Cloud Computing Etf Etf (SKYY) 0.5 $1.2M 12k 97.35
Salesforce Stock (CRM) 0.5 $1.1M 4.4k 254.92
Vanguard Small-cap Etf Etf (VB) 0.5 $1.0M 5.0k 207.77
First Trust Intermediate Duration Investment Grade Corporate Etf Etf (FIIG) 0.5 $1.0M 51k 20.46
Ishares Flexible Income Active Etf Etf (BINC) 0.5 $1.0M 20k 51.44
Unitedhealth Group Stock (UNH) 0.5 $1.0M 1.7k 583.50
Invesco Nasdaq 100 Etf Etf (QQQM) 0.5 $994k 5.3k 188.59
Intuit Stock (INTU) 0.4 $955k 1.6k 594.18
Jpmorgan Betabuilders International Equity Etf Etf (BBIN) 0.4 $953k 16k 60.52
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI) 0.4 $937k 52k 18.18
Vanguard Mid-cap Etf Etf (VO) 0.4 $874k 3.5k 246.26
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 0.4 $862k 25k 34.40
Vanguard Total International Stock Etf Etf (VXUS) 0.4 $815k 13k 61.02
Broadcom Stock (AVGO) 0.4 $792k 4.4k 178.95
Pgim Total Return Bond Etf Etf (PTRB) 0.4 $787k 19k 41.08
First Trust Value Line Dividend Index Fund Etf (FVD) 0.4 $786k 18k 42.98
Netflix Stock (NFLX) 0.3 $724k 741.00 976.72
Pacer Us Small Cap Cash Cows Etf Etf (CALF) 0.3 $719k 21k 34.15
First Trust California Municipal High Income Etf Etf (FCAL) 0.3 $717k 15k 47.80
Uber Technologies Stock (UBER) 0.3 $680k 9.2k 74.02
Vanguard Russell 1000 Etf Etf (VONE) 0.3 $672k 2.8k 243.76
Mckesson Corp Stock (MCK) 0.3 $653k 943.00 692.52
Vanguard Total Bond Market Etf Etf (BND) 0.3 $637k 8.8k 72.61
Federated Hermes Total Return Bond Etf Etf (FTRB) 0.3 $634k 26k 24.78
Jpmorgan Active Growth Etf Etf (JGRO) 0.3 $629k 8.8k 71.76
Eli Lilly & Co Stock (LLY) 0.3 $627k 828.00 756.84
Jpmorgan Active Value Etf Etf (JAVA) 0.3 $607k 10k 60.19
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.3 $556k 1.4k 392.74
Jpmorgan Chase & Co Stock (JPM) 0.2 $548k 2.4k 233.10
Visa Inc Com Cl A Stock (V) 0.2 $537k 1.6k 335.84
Vanguard Information Technology Etf Etf (VGT) 0.2 $535k 1.0k 525.79
Invesco S&p Smallcap Quality Etf Etf (XSHQ) 0.2 $522k 14k 36.42
Invesco S&p Midcap Quality Etf Etf (XMHQ) 0.2 $511k 5.8k 88.91
Palantir Technologies Inc Cl A Stock (PLTR) 0.2 $506k 5.1k 98.40
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.2 $485k 8.8k 54.98
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.2 $476k 4.2k 114.34
Jpmorgan Active Bond Etf Etf (JBND) 0.2 $470k 8.9k 52.85
First Trust Limited Duration Investment Grade Corporate Etf Etf (FSIG) 0.2 $463k 25k 18.87
Jpmorgan Core Plus Bond Etf Etf (JCPB) 0.2 $461k 10k 46.26
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL) 0.2 $457k 11k 40.01
Jpmorgan Betabuilders U.s. Aggregate Bond Etf Etf (BBAG) 0.2 $456k 10k 45.52
Costco Whsl Corp Stock (COST) 0.2 $455k 466.00 977.29
Abbvie Stock (ABBV) 0.2 $454k 2.6k 176.82
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.2 $454k 5.6k 81.02
Vanguard Total Stock Market Etf Etf (VTI) 0.2 $437k 1.7k 263.62
Advanced Micro Devices Stock (AMD) 0.2 $434k 4.6k 95.30
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.2 $432k 3.5k 124.62
Pimco Active Bond Exchange-traded Fund Etf (BOND) 0.2 $427k 4.7k 90.64
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.2 $423k 4.3k 97.81
Moodys Corp Stock (MCO) 0.2 $399k 917.00 435.20
Twilio Inc Cl A Stock (TWLO) 0.2 $390k 4.4k 88.30
Coinbase Global Inc Com Cl A Stock (COIN) 0.2 $378k 2.2k 175.60
Procter And Gamble Stock (PG) 0.2 $378k 2.2k 168.47
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.2 $378k 8.7k 43.51
First Trust S&p International Dividend Aristocrats Etf Etf (FID) 0.2 $366k 21k 17.17
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE) 0.2 $366k 12k 29.92
Kla Corp Stock (KLAC) 0.2 $354k 523.00 676.62
At&t Stock (T) 0.2 $331k 12k 27.50
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT) 0.1 $328k 2.1k 155.19
Adobe Stock (ADBE) 0.1 $320k 914.00 350.23
Walmart Stock (WMT) 0.1 $319k 3.4k 93.96
First Trust Nasdaq Semiconductor Etf Etf (FTXL) 0.1 $315k 4.5k 69.98
Mcdonalds Corp Stock (MCD) 0.1 $314k 1.0k 312.53
Ishares California Muni Bond Etf Etf (CMF) 0.1 $314k 5.7k 55.21
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.1 $294k 3.5k 83.91
Servicenow Stock (NOW) 0.1 $279k 341.00 817.60
Johnson & Johnson Stock (JNJ) 0.1 $264k 1.7k 153.61
Mastercard Incorporated Cl A Stock (MA) 0.1 $264k 510.00 517.68
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.1 $256k 5.1k 50.20
Oracle Corp Stock (ORCL) 0.1 $249k 1.9k 133.91
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.1 $245k 11k 22.79
Wisdomtree Cloud Computing Fund Etf (WCLD) 0.1 $242k 7.8k 30.91
Home Depot Stock (HD) 0.1 $240k 678.00 354.01
Vanguard Short-term Bond Etf Etf (BSV) 0.1 $237k 3.0k 78.09
Goldman Sachs Group Stock (GS) 0.1 $236k 465.00 507.62
Invesco California Amt-free Municipal Bond Etf Etf (PWZ) 0.1 $235k 10k 23.27
Snowflake Inc Cl A Stock (SNOW) 0.1 $231k 1.6k 146.58
Discover Finl Svcs Stock 0.1 $230k 1.4k 160.13
International Business Machs Stock (IBM) 0.1 $228k 946.00 240.76
Ishares Core Msci Eafe Etf Etf (IEFA) 0.1 $228k 3.0k 74.82
Cisco Sys Stock (CSCO) 0.1 $226k 3.9k 57.21
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT) 0.1 $225k 5.8k 38.94
Ft Vest Laddered Deep Buffer Etf Etf (BUFD) 0.1 $221k 9.1k 24.37
Capital One Finl Corp Stock (COF) 0.1 $219k 1.3k 163.59
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.1 $217k 9.5k 22.92
Applied Matls Stock (AMAT) 0.1 $216k 1.5k 145.44
First Trust Dow Jones International Internet Etf Etf (FDNI) 0.1 $211k 7.3k 28.82
Ishares Russell 1000 Etf Etf (IWB) 0.1 $209k 710.00 294.42
Exxon Mobil Corp Stock (XOM) 0.1 $208k 2.0k 103.08
Vanguard Growth Etf Etf (VUG) 0.1 $206k 568.00 362.26
Blackstone Stock (BX) 0.1 $201k 1.5k 133.58
Opendoor Technologies Stock (OPEN) 0.0 $96k 105k 0.92
Geron Corp Stock (GERN) 0.0 $35k 28k 1.25