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Discover Financial Services shares owned by Twin Peaks Wealth Advisors

Quarter-by-quarter ownership of Discover Financial Services (DFS) shares owned by Twin Peaks Wealth Advisors from 13F filings

Historical chart of Twin Peaks Wealth Advisors investment in Discover Financial Services

Tip: Access up to 7 years of quarterly data

All positions including Discover Financial Services held by Twin Peaks Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Discover Financial Services by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $221k 1.6k 140.29
2024-06-30 $221k 1.7k 130.81

More positions owned by Twin Peaks Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Meta Platforms Cl A (META)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Core Total Usd (IUSB)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Twin Peaks Wealth Advisors

Top funds holding Discover Financial Services

Vanguard Group
Capital World Investors
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Robeco Investment Management
Morgan Stanley
Dimensional Fund Advisors
Brave Warrior Advisors
Balyasny Asset Management
Sessa Capital IM
Northern Trust
Invesco
Arrowstreet Capital, Limited Partnership

View all funds holding Discover Financial Services