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TWIN PEAKS WEALTH ADVISORS, LLC 13F Holdings
Holdings from the most recent 13F from TWIN PEAKS WEALTH ADVISORS, LLC
Filed: 2024-04-23 (Q1 2024) | Holdings: 126 | Value: $180.1M | 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 |
| FIXD - FIRST TR EXCHNG TRADED FD VI | Add 33% ($2.8M) | 6.18% | $11.1M | +7.48% | +4.02% | +7.07% | |
| AAPL - APPLE INC | Reduce 8% $(840.1K) | 5.43% | $9.8M | +21.33% | +31.40% | +25.71% | |
| IVV - ISHARES TR | Add 2% ($148.3K) | 5.36% | $9.7M | +17.91% | +7.23% | +9.36% | |
| FTSM - FIRST TR EXCHANGE-TRADED FD | Add 11% ($766.7K) | 4.43% | $8.0M | +5.70% | +1.44% | +5.23% | |
| META - META PLATFORMS INC | Add 28% ($1.5M) | 3.89% | $7.0M | +27.91% | -9.12% | +5.32% | |
| BUFR - FIRST TR EXCHNG TRADED FD VI | Add 83% ($2.7M) | 3.37% | $6.1M | +10.93% | +4.11% | +5.27% | |
| AMZN - AMAZON COM INC | Reduce 3% $(178.4K) | 3.09% | $5.6M | +13.93% | +0.49% | +3.67% | |
| UCON - FIRST TR EXCHNG TRADED FD VI | Add 3% ($150.9K) | 2.97% | $5.3M | +7.45% | +2.82% | +6.54% | |
| IUSB - ISHARES TR | Add 59% ($1.9M) | 2.90% | $5.2M | +7.45% | +3.38% | +7.14% | |
| MSFT - MICROSOFT CORP | Reduce 4% $(216.3K) | 2.79% | $5.0M | +13.47% | +4.91% | -4.71% | |
| FPE - FIRST TR EXCH TRADED FD III | Add 2% ($106.6K) | 2.77% | $5.0M | +9.32% | +3.64% | +7.51% | |
| FPX - FIRST TR EXCHANGE-TRADED FD | Reduce 6% $(287.6K) | 2.60% | $4.7M | +37.26% | -2.04% | +16.18% | |
| QQQ - INVESCO QQQ TR | Add 1% ($32.0K) | 2.57% | $4.6M | +21.97% | +8.39% | +9.81% | |
| SPY - SPDR S&P 500 ETF TR | Add 9% ($375.6K) | 2.52% | $4.5M | +17.83% | +7.19% | +9.30% | |
| CIBR - FIRST TR EXCHANGE TRADED FD | Reduce 5% $(234.4K) | 2.32% | $4.2M | +32.45% | +1.10% | +19.32% | |
| NVDA - NVIDIA CORPORATION | Reduce 12% $(507.8K) | 2.08% | $3.7M | +61.02% | +36.10% | +26.82% | |
| FDN - FIRST TR EXCHANGE-TRADED FD | Reduce 2% $(88.8K) | 2.03% | $3.7M | +26.09% | -2.34% | +13.63% | |
| QUAL - ISHARES TR | Add 9% ($229.9K) | 1.62% | $2.9M | +12.98% | +6.62% | +6.45% | |
| FPXI - FIRST TR EXCHANGE TRADED FD | Reduce 8% $(225.0K) | 1.52% | $2.7M | +18.61% | +5.62% | +10.07% | |
| DYNF - BLACKROCK ETF TRUST | New Purchase | 1.30% | $2.3M | +21.33% | +7.62% | +11.75% | |
| FTCS - FIRST TR EXCHANGE-TRADED FD | Reduce 8% $(189.5K) | 1.19% | $2.1M | +12.21% | +4.19% | +7.65% | |
| FTSL - FIRST TR EXCHANGE-TRADED FD | Reduce 13% $(320.7K) | 1.18% | $2.1M | +7.54% | +1.59% | +6.17% | |
| BUFQ - FIRST TR EXCHNG TRADED FD VI | Add 32% ($475.9K) | 1.09% | $2.0M | +14.62% | +4.57% | +6.58% | |
| IVW - ISHARES TR | New Purchase | 0.98% | $1.8M | +26.93% | +9.87% | +13.74% | |
| GOOG - ALPHABET INC | Reduce 3% $(62.3K) | 0.96% | $1.7M | +9.16% | +9.73% | +1.98% | |
| RDVY - FIRST TR EXCHANGE-TRADED FD | Reduce 5% $(97.2K) | 0.95% | $1.7M | +12.64% | +4.34% | +6.31% | |
| FBND - FIDELITY MERRIMACK STR TR | Add 15% ($217.8K) | 0.94% | $1.7M | +7.72% | +3.55% | +7.12% | |
| EFV - ISHARES TR | Reduce 8% $(142.9K) | 0.91% | $1.6M | +23.85% | +3.97% | +17.41% | |
| EFG - ISHARES TR | Add 35% ($415.2K) | 0.88% | $1.6M | +11.32% | +1.99% | +4.21% | |
| GOOGL - ALPHABET INC | Reduce 8% $(133.4K) | 0.87% | $1.6M | +9.57% | +9.74% | +1.62% | |
| CRM - SALESFORCE INC | Reduce 7% $(106.9K) | 0.83% | $1.5M | -3.98% | -10.01% | -4.23% | |
| TSLA - TESLA INC | Reduce 20% $(371.8K) | 0.83% | $1.5M | +112.76% | +32.64% | +59.37% | |
| IVE - ISHARES TR | New Purchase | 0.77% | $1.4M | +6.77% | +3.86% | +2.86% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 3% $(33.2K) | 0.69% | $1.3M | +23.79% | +6.31% | +30.59% | |
| MBB - ISHARES TR | Add 17% ($172.4K) | 0.68% | $1.2M | +7.70% | +4.02% | +7.63% | |
| SKYY - FIRST TR EXCHANGE TRADED FD | Reduce 3% $(31.5K) | 0.67% | $1.2M | +23.74% | -0.78% | +9.99% | |
| IJH - ISHARES TR | Add 397% ($943.6K) | 0.66% | $1.2M | +5.17% | +3.88% | -0.42% | |
| IYW - ISHARES TR | Add 34% ($299.3K) | 0.66% | $1.2M | +22.13% | +11.16% | +8.18% | |
| AGG - ISHARES TR | Add 58% ($423.2K) | 0.64% | $1.2M | +7.16% | +3.39% | +6.96% | |
| SPLG - SPDR SER TR | New Purchase | 0.59% | $1.1M | +17.93% | +7.19% | +9.34% | |
| IEMG - ISHARES INC | Reduce 21% $(280.9K) | 0.58% | $1.1M | +14.10% | +4.24% | +8.59% | |
| FPEI - FIRST TR EXCH TRADED FD III | Add 14% ($123.8K) | 0.57% | $1.0M | +10.86% | +4.17% | +8.49% | |
| VXUS - VANGUARD STAR FDS | New Purchase | 0.55% | $993.6K | +16.85% | +3.34% | +10.51% | |
| SPTI - SPDR SER TR | Add 34% ($229.2K) | 0.50% | $903.9K | +7.77% | +3.36% | +7.58% | |
| QQQM - INVESCO EXCH TRADED FD TR II | Reduce 26% $(304.2K) | 0.48% | $872.9K | +22.05% | +8.40% | +9.85% | |
| IUSG - ISHARES TR | Reduce 9% $(83.8K) | 0.47% | $847.3K | +25.47% | +9.38% | +12.68% | |
| BSV - VANGUARD BD INDEX FDS | Reduce 13% $(117.7K) | 0.44% | $784.4K | +7.20% | +2.43% | +6.83% | |
| UBER - UBER TECHNOLOGIES INC | Reduce 4% $(36.6K) | 0.44% | $783.8K | +19.97% | -5.72% | +11.33% | |
| TLT - ISHARES TR | Add 11% ($73.3K) | 0.43% | $767.2K | +1.86% | +4.39% | +3.80% | |
| XMHQ - INVESCO EXCHANGE TRADED FD T | New Purchase | 0.42% | $759.3K | -2.38% | -1.71% | -7.82% | |
| FVD - FIRST TR VALUE LINE DIVID IN | Reduce 100% | 0.00% | $0.00 | ||||
| FCAL - FIRST TR EXCH TRADED FD III | Reduce 100% | 0.00% | $0.00 | ||||
| TFLO - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| ESGU - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| VTI - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| XSOE - WISDOMTREE TR | Reduce 100% | 0.00% | $0.00 | ||||