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TWIN PEAKS WEALTH ADVISORS, LLC 13F Holdings
Holdings from the most recent 13F from TWIN PEAKS WEALTH ADVISORS, LLC
Filed: 2024-01-17 (Q4 2023) | Holdings: 122 | Value: $156.6M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| AAPL - APPLE INC | New Purchase | 7.61% | $11.9M | +8.72% | -10.12% | +20.23% | |
| IVV - ISHARES TR | New Purchase | 5.52% | $8.6M | +26.43% | +5.72% | +28.93% | |
| FIXD - FIRST TR EXCHNG TRADED FD VI | New Purchase | 5.46% | $8.5M | +4.57% | -2.99% | +2.10% | |
| FTSM - FIRST TR EXCHANGE-TRADED FD | New Purchase | 4.61% | $7.2M | +6.92% | +1.07% | +5.18% | |
| UCON - FIRST TR EXCHNG TRADED FD VI | New Purchase | 3.34% | $5.2M | +7.27% | -0.50% | +5.28% | |
| AMZN - AMAZON COM INC | New Purchase | 3.09% | $4.8M | +34.20% | +17.31% | +51.02% | |
| FPE - FIRST TR EXCH TRADED FD III | New Purchase | 3.03% | $4.7M | +12.79% | +2.29% | +11.92% | |
| MSFT - MICROSOFT CORP | New Purchase | 2.99% | $4.7M | +18.86% | +3.39% | +10.21% | |
| FPX - FIRST TR EXCHANGE TRADED FD | New Purchase | 2.87% | $4.5M | +48.78% | +5.13% | +40.43% | |
| QQQ - INVESCO QQQ TR | New Purchase | 2.71% | $4.2M | +27.39% | +3.28% | +28.60% | |
| CIBR - FIRST TR EXCHANGE TRADED FD | New Purchase | 2.69% | $4.2M | +31.11% | -3.82% | +20.88% | |
| META - META PLATFORMS INC | New Purchase | 2.54% | $4.0M | +75.12% | +35.22% | +66.58% | |
| SPY - SPDR S&P 500 ETF TR | New Purchase | 2.42% | $3.8M | +26.31% | +5.71% | +28.85% | |
| FDN - FIRST TR EXCHANGE-TRADED FD | New Purchase | 2.17% | $3.4M | +34.25% | +5.17% | +34.50% | |
| IUSB - ISHARES TR | New Purchase | 2.11% | $3.3M | +5.79% | -1.67% | +3.55% | |
| BUFR - FIRST TR EXCHNG TRADED FD VI | New Purchase | 2.02% | $3.2M | +15.51% | +3.08% | +16.30% | |
| FPXI - FIRST TR EXCHANGE TRADED FD | New Purchase | 1.73% | $2.7M | +28.52% | +6.54% | +21.76% | |
| TSLA - TESLA INC | New Purchase | 1.68% | $2.6M | +59.75% | -30.87% | +95.53% | |
| FTSL - FIRST TR EXCHANGE-TRADED FD | New Purchase | 1.56% | $2.4M | +10.41% | +2.39% | +8.91% | |
| QUAL - ISHARES TR | New Purchase | 1.53% | $2.4M | +21.32% | +6.38% | +24.52% | |
| NVDA - NVIDIA CORPORATION | New Purchase | 1.49% | $2.3M | +136.08% | +47.88% | +146.02% | |
| FTCS - FIRST TR EXCHANGE-TRADED FD | New Purchase | 1.39% | $2.2M | +15.57% | +2.28% | +13.89% | |
| EFV - ISHARES TR | New Purchase | 1.09% | $1.7M | +31.07% | +3.45% | +11.59% | |
| RDVY - FIRST TR EXCHANGE-TRADED FD | New Purchase | 1.06% | $1.7M | +22.71% | +6.32% | +27.18% | |
| GOOG - ALPHABET INC | New Purchase | 1.06% | $1.7M | +21.07% | +9.77% | +39.67% | |
| GOOGL - ALPHABET INC | New Purchase | 1.01% | $1.6M | +21.48% | +9.83% | +39.93% | |
| FBND - FIDELITY MERRIMACK STR TR | New Purchase | 0.96% | $1.5M | +6.16% | -1.70% | +3.87% | |
| BUFQ - FIRST TR EXCHNG TRADED FD VI | New Purchase | 0.91% | $1.4M | +17.42% | +1.73% | +17.53% | |
| CRM - SALESFORCE INC | New Purchase | 0.90% | $1.4M | -2.10% | -0.27% | +20.39% | |
| IEMG - ISHARES INC | New Purchase | 0.83% | $1.3M | +22.03% | +4.90% | +13.92% | |
| SKYY - FIRST TR EXCHANGE TRADED FD | New Purchase | 0.73% | $1.1M | +30.82% | +2.70% | +42.10% | |
| EFG - ISHARES TR | New Purchase | 0.70% | $1.1M | +18.30% | +3.61% | +8.54% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.70% | $1.1M | +40.28% | +11.31% | +30.43% | |
| QQQM - INVESCO EXCH TRADED FD TR II | New Purchase | 0.69% | $1.1M | +27.45% | +3.26% | +28.65% | |
| IJH - ISHARES TR | New Purchase | 0.69% | $1.1M | +13.20% | +4.98% | +23.72% | |
| MBB - ISHARES TR | New Purchase | 0.68% | $1.1M | +5.21% | -2.47% | +2.91% | |
| BSV - VANGUARD BD INDEX FDS | New Purchase | 0.58% | $906.2K | +6.70% | -0.62% | +4.07% | |
| FPEI - FIRST TR EXCH TRADED FD III | New Purchase | 0.56% | $880.3K | +13.70% | +2.25% | +11.45% | |
| IUSG - ISHARES TR | New Purchase | 0.53% | $827.1K | +36.00% | +7.18% | +38.06% | |
| TFLO - ISHARES TR | New Purchase | 0.51% | $802.3K | +6.92% | +1.42% | +5.32% | |
| IYW - ISHARES TR | New Purchase | 0.51% | $800.5K | +27.63% | +3.34% | +30.89% | |
| ESGU - ISHARES TR | New Purchase | 0.49% | $769.6K | +25.22% | +5.15% | +28.69% | |
| VTI - VANGUARD INDEX FDS | New Purchase | 0.49% | $768.7K | +25.11% | +5.26% | +28.65% | |
| AGG - ISHARES TR | New Purchase | 0.47% | $738.4K | +5.05% | -2.07% | +2.79% | |
| TLT - ISHARES TR | New Purchase | 0.46% | $725.1K | -3.57% | -5.05% | -3.05% | |
| FVD - FIRST TR VALUE LINE DIVID IN | New Purchase | 0.46% | $714.3K | +15.21% | +0.88% | +14.18% | |
| XSOE - WISDOMTREE TR | New Purchase | 0.45% | $701.6K | +20.77% | +4.36% | +14.60% | |
| SPTI - SPDR SER TR | New Purchase | 0.44% | $683.8K | +5.71% | -2.05% | +2.36% | |
| FCAL - FIRST TR EXCH TRADED FD III | New Purchase | 0.43% | $670.5K | +0.66% | -0.29% | +2.19% | |
| UBER - UBER TECHNOLOGIES INC | New Purchase | 0.42% | $656.1K | +31.50% | +11.41% | +5.84% | |