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Square Inc cl a shares owned by Twin Peaks Wealth Advisors

Quarter-by-quarter ownership of Square Inc cl a (SQ) shares owned by Twin Peaks Wealth Advisors from 13F filings

Historical chart of Twin Peaks Wealth Advisors investment in Square Inc cl a

Tip: Access up to 7 years of quarterly data

All positions including Square Inc cl a 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 Square Inc cl a by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $204k 2.4k 84.58

More positions owned by Twin Peaks Wealth Advisors

First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Meta Platforms Cl A (META)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)

View all positions for Twin Peaks Wealth Advisors

Top funds holding Square Inc cl a

Vanguard Group
BlackRock
FMR
Morgan Stanley
Sands Capital Management
Susquehanna International
ARK Investment Management
Sumitomo Mitsui Trust Holdings
Wellington Management Company
Nikko Asset Management Americas
Geode Capital Management
Jpmorgan Chase & Co
Citadel Advisors
Loomis, Sayles and
Baillie Gifford & Co

View all funds holding Square Inc cl a