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Intuit shares owned by Twin Peaks Wealth Advisors

Quarter-by-quarter ownership of Intuit (INTU) shares owned by Twin Peaks Wealth Advisors from 13F filings

Historical chart of Twin Peaks Wealth Advisors investment in Intuit

Tip: Access up to 7 years of quarterly data

All positions including Intuit 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 Intuit by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $368k 593 621.00
2024-06-30 $436k 664 657.21
2024-03-31 $449k 691 650.00
2023-12-31 $413k 661 625.03

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 Intuit

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
T. Rowe Price Associates
Geode Capital Management
Morgan Stanley
Fisher Investments
Goldman Sachs Group
Brown Advisory Holdings Incorporated
Invesco
State Farm Mutual Automobile Insurance Company
Northern Trust
Amundi

View all funds holding Intuit