TWIN PEAKS WEALTH ADVISORS, LLC Q1 2025 Filing
Filed April 16, 2025
Portfolio Value
$219.5M
Holdings
140
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (140 positions)
| Stock | Value |
|---|---|
VWOVANGUARD FTSE EMERGING MARKETS ETF | $378K |
FIDFIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF | $366K |
XSOEWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | $366K |
KLACKLA CORP COM NEW | $354K |
TAT&T INC COM | $331K |
FBTFIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $328K |
ADBEADOBE INC COM | $320K |
WMTWALMART INC COM | $319K |
FTXLFIRST TRUST NASDAQ SEMICONDUCTOR ETF | $315K |
MCDMCDONALDS CORP COM | $314K |
CMFISHARES CALIFORNIA MUNI BOND ETF | $314K |
SHOPSHOPIFY INC CL A SUB VTG SHS | $294K |
NOWSERVICENOW INC COM | $279K |
JNJJOHNSON & JOHNSON COM | $264K |
MAMASTERCARD INCORPORATED CL A | $264K |
COWZPACER US CASH COWS 100 ETF | $256K |
ORCLORACLE CORP COM | $249K |
AQLTISHARES U.S. TREASURY BOND ETF | $245K |
WQTMWISDOMTREE CLOUD COMPUTING FUND | $242K |
HDHOME DEPOT INC COM | $240K |
BSVVANGUARD SHORT-TERM BOND ETF | $237K |
GSGOLDMAN SACHS GROUP INC COM | $236K |
PWZINVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF | $235K |
SNOWSNOWFLAKE INC CL A | $231K |
DFSEURDISCOVER FINL SVCS COM | $229K |
IBMINTERNATIONAL BUSINESS MACHS COM | $228K |
AQLTISHARES CORE MSCI EAFE ETF | $228K |
CSCOCISCO SYS INC COM | $226K |
ROBTFIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | $225K |
BUFDFT VEST LADDERED DEEP BUFFER ETF | $221K |
COFCAPITAL ONE FINL CORP COM | $219K |
SCHZSCHWAB US AGGREGATE BOND ETF | $217K |
AMATAPPLIED MATLS INC COM | $216K |
FDNIFIRST TRUST DOW JONES INTERNATIONAL INTERNET ETF | $211K |
IWBISHARES RUSSELL 1000 ETF | $209K |
XOMEXXON MOBIL CORP COM | $208K |
VUGVANGUARD GROWTH ETF | $206K |
BXBLACKSTONE INC COM | $201K |
OPENOPENDOOR TECHNOLOGIES INC COM | $96K |
GONGERON CORP COM | $35K |
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