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Moody's Corporation shares owned by Twin Peaks Wealth Advisors

Quarter-by-quarter ownership of Moody's Corporation (MCO) shares owned by Twin Peaks Wealth Advisors from 13F filings

Historical chart of Twin Peaks Wealth Advisors investment in Moody's Corporation

Tip: Access up to 7 years of quarterly data

All positions including Moody's Corporation 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 Moody's Corporation by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $411k 865 474.59
2024-06-30 $404k 959 420.93
2024-03-31 $397k 1.0k 393.03
2023-12-31 $393k 1.0k 390.56

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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)
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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 Moody's Corporation

Berkshire Hathaway
Vanguard Group
BlackRock
TCI Fund Management
State Street Corporation
FMR
Geode Capital Management
Akre Capital Management
Fiera Capital Corporation
Bank of New York Mellon
Jennison Associates
Massachusetts Financial Services
Baillie Gifford & Co
Legal & General Group
Jpmorgan Chase & Co

View all funds holding Moody's Corporation