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TWIN PEAKS WEALTH ADVISORS, LLC 13F Holdings
Holdings from the most recent 13F from TWIN PEAKS WEALTH ADVISORS, LLC
Filed: 2024-07-31 (Q2 2024) | Holdings: 128 | Value: $200.4M | 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 | Add 8% ($917.3K) | 6.45% | $12.9M | -10.06% | -0.54% | ||
| FIXD - FIRST TR EXCHNG TRADED FD VI | Reduce 4% $(401.3K) | 5.29% | $10.6M | +1.11% | -1.07% | ||
| IVV - ISHARES TR | Add 5% ($486.5K) | 5.26% | $10.5M | +7.71% | +3.67% | ||
| META - META PLATFORMS INC | Add 9% ($672.1K) | 3.97% | $7.9M | +24.61% | +8.96% | ||
| BUFR - FIRST TR EXCHNG TRADED FD VI | Add 15% ($945.1K) | 3.60% | $7.2M | +5.34% | +2.23% | ||
| FTSM - FIRST TR EXCHANGE-TRADED FD | Reduce 14% $(1.1M) | 3.42% | $6.8M | +4.00% | +1.34% | ||
| MSFT - MICROSOFT CORP | Add 8% ($415.2K) | 2.87% | $5.8M | +10.24% | -2.30% | ||
| IUSB - ISHARES TR | Add 11% ($558.2K) | 2.86% | $5.7M | +2.93% | +0.46% | ||
| AMZN - AMAZON COM INC | Reduce 5% $(274.6K) | 2.84% | $5.7M | +8.31% | +4.57% | ||
| FPE - FIRST TR EXCH TRADED FD III | Add 10% ($506.2K) | 2.75% | $5.5M | +4.76% | +3.12% | ||
| UCON - FIRST TR EXCHNG TRADED FD VI | Add 2% ($90.0K) | 2.70% | $5.4M | +3.43% | +0.49% | ||
| NVDA - NVIDIA CORPORATION | Add 893% ($4.6M) | 2.54% | $5.1M | +15.00% | +15.21% | ||
| QQQ - INVESCO QQQ TR | Reduce 4% $(221.8K) | 2.38% | $4.8M | +10.53% | +3.47% | ||
| SPY - SPDR S&P 500 ETF TR | Reduce 4% $(169.8K) | 2.27% | $4.5M | +7.67% | +3.66% | ||
| FPX - FIRST TR EXCHANGE-TRADED FD | Reduce 2% $(90.8K) | 2.15% | $4.3M | +37.14% | +11.23% | ||
| CIBR - FIRST TR EXCHANGE TRADED FD | 2.10% | $4.2M | +29.20% | +8.25% | |||
| IVW - ISHARES TR | Add 103% ($2.0M) | 1.94% | $3.9M | +13.31% | +4.55% | ||
| FDN - FIRST TR EXCHANGE-TRADED FD | Reduce 1% $(31.2K) | 1.81% | $3.6M | +24.97% | +10.46% | ||
| QUAL - ISHARES TR | Add 19% ($588.3K) | 1.80% | $3.6M | +3.41% | +2.88% | ||
| DYNF - BLACKROCK ETF TRUST | Add 25% ($630.5K) | 1.55% | $3.1M | +10.13% | +4.82% | ||
| EFG - ISHARES TR | Add 78% ($1.2M) | 1.39% | $2.8M | +8.20% | -1.06% | ||
| FPXI - FIRST TR EXCHANGE TRADED FD | Reduce 3% $(71.2K) | 1.35% | $2.7M | +13.72% | +4.41% | ||
| FTSL - FIRST TR EXCHANGE-TRADED FD | Add 22% ($467.3K) | 1.28% | $2.6M | +5.83% | +2.04% | ||
| BUFQ - FIRST TR EXCHNG TRADED FD VI | Add 22% ($448.5K) | 1.25% | $2.5M | +7.98% | +2.64% | ||
| GOOG - ALPHABET INC | Add 5% ($101.8K) | 1.09% | $2.2M | +0.87% | +0.52% | ||
| AVGO - BROADCOM INC | New Purchase | 1.05% | $2.1M | +55.08% | +7.60% | ||
| FTCS - FIRST TR EXCHANGE-TRADED FD | Reduce 4% $(85.5K) | 1.00% | $2.0M | +4.72% | +2.01% | ||
| GOOGL - ALPHABET INC | Add 5% ($98.6K) | 0.99% | $2.0M | +1.24% | +0.74% | ||
| VOO - VANGUARD INDEX FDS | New Purchase | 0.90% | $1.8M | +7.73% | +3.69% | ||
| TSLA - TESLA INC | Add 7% ($110.0K) | 0.89% | $1.8M | +52.16% | +9.35% | ||
| IVE - ISHARES TR | Add 28% ($382.4K) | 0.86% | $1.7M | +0.58% | +2.69% | ||
| IEMG - ISHARES INC | Add 57% ($624.4K) | 0.86% | $1.7M | +7.73% | +3.72% | ||
| RDVY - FIRST TR EXCHANGE-TRADED FD | 0.83% | $1.7M | +3.94% | +0.74% | |||
| FBND - FIDELITY MERRIMACK STR TR | Reduce 3% $(49.4K) | 0.81% | $1.6M | +2.28% | -0.15% | ||
| IYW - ISHARES TR | Add 21% ($282.3K) | 0.80% | $1.6M | +8.26% | +3.69% | ||
| MBB - ISHARES TR | Add 14% ($164.8K) | 0.68% | $1.4M | +1.25% | -1.38% | ||
| IJH - ISHARES TR | Add 16% ($181.4K) | 0.66% | $1.3M | -2.17% | +0.37% | ||
| CRM - SALESFORCE INC | Reduce 4% $(57.3K) | 0.61% | $1.2M | +2.54% | +13.58% | ||
| EFV - ISHARES TR | Reduce 24% $(379.4K) | 0.61% | $1.2M | +18.94% | +1.38% | ||
| SKYY - FIRST TR EXCHANGE TRADED FD | Reduce 2% $(26.0K) | 0.59% | $1.2M | +20.47% | +12.70% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 3% $(30.9K) | 0.59% | $1.2M | +14.62% | +2.84% | ||
| FPEI - FIRST TR EXCH TRADED FD III | Add 9% ($88.0K) | 0.56% | $1.1M | +5.56% | +2.38% | ||
| BSV - VANGUARD BD INDEX FDS | Add 32% ($251.0K) | 0.52% | $1.0M | +3.97% | +0.78% | ||
| EMXC - ISHARES INC | New Purchase | 0.49% | $987.0K | +0.73% | -1.32% | ||
| VXUS - VANGUARD STAR FDS | Reduce 2% $(16.2K) | 0.49% | $977.4K | +11.89% | +1.46% | ||
| QQQM - INVESCO EXCH TRADED FD TR II | 0.47% | $946.1K | +10.59% | +3.47% | |||
| IUSG - ISHARES TR | Add 1% ($6.9K) | 0.46% | $928.5K | +12.24% | +4.04% | ||
| SPTI - SPDR SER TR | Add 3% ($25.4K) | 0.46% | $924.2K | +2.80% | -0.65% | ||
| SPLG - SPDR SER TR | Reduce 19% $(209.3K) | 0.45% | $898.0K | +7.72% | +3.66% | ||
| TLT - ISHARES TR | Add 19% ($138.6K) | 0.44% | $882.7K | -6.44% | -3.58% | ||
| XMHQ - INVESCO EXCHANGE TRADED FD T | Reduce 100% | 0.00% | $0.00 | ||||
| AGG - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| UBER - UBER TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | +10.95% | +12.94% | ||