Twin Peaks Wealth Advisors »

Microsoft Corporation shares owned by Twin Peaks Wealth Advisors

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Twin Peaks Wealth Advisors from 13F filings

Historical chart of Twin Peaks Wealth Advisors investment in Microsoft Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Microsoft Corporation by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.4M 13k 430.33
2024-06-30 $5.8M 13k 446.96
2024-03-31 $5.0M 12k 420.74
2023-12-31 $4.7M 13k 376.05

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 Microsoft Corporation

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
T. Rowe Price Associates
Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
Bank of New York Mellon
Nuveen Asset Management
Goldman Sachs Group
Charles Schwab Investment Management
Alliancebernstein
International Assets Investment Management
Franklin Resources

View all funds holding Microsoft Corporation