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TWIN PEAKS WEALTH ADVISORS, LLC 13F Holdings
Holdings from the most recent 13F from TWIN PEAKS WEALTH ADVISORS, LLC
Filed: 2024-10-25 (Q3 2024) | Holdings: 131 | Value: $216.9M | 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 | Reduce 3% $(439.9K) | 6.39% | $13.9M | -13.61% | -1.37% | ||
| IVV - ISHARES TR | Add 5% ($553.2K) | 5.38% | $11.7M | +1.82% | +3.26% | ||
| FIXD - FIRST TR EXCHNG TRADED FD VI | Add 2% ($270.9K) | 5.26% | $11.4M | +1.35% | -0.72% | ||
| META - META PLATFORMS INC | Add 2% ($150.6K) | 4.23% | $9.2M | +11.44% | +13.47% | ||
| BUFR - FIRST TR EXCHNG TRADED FD VI | Add 11% ($835.5K) | 3.82% | $8.3M | +2.33% | +2.79% | ||
| IUSB - ISHARES TR | Add 37% ($2.2M) | 3.78% | $8.2M | +1.80% | -0.05% | ||
| FTSM - FIRST TR EXCHANGE-TRADED FD | Reduce 7% $(471.5K) | 2.95% | $6.4M | +2.68% | +1.13% | ||
| FPE - FIRST TR EXCH TRADED FD III | Add 3% ($163.3K) | 2.72% | $5.9M | +0.91% | -0.01% | ||
| UCON - FIRST TR EXCHNG TRADED FD VI | Add 1% ($35.3K) | 2.58% | $5.6M | +2.46% | +0.71% | ||
| MSFT - MICROSOFT CORP | Reduce 2% $(98.5K) | 2.51% | $5.4M | +7.27% | +0.87% | ||
| AMZN - AMAZON COM INC | Reduce 2% $(106.0K) | 2.48% | $5.4M | +8.15% | +24.19% | ||
| QQQ - INVESCO QQQ TR | Reduce 3% $(128.9K) | 2.19% | $4.7M | +4.47% | +3.33% | ||
| NVDA - NVIDIA CORPORATION | Reduce 6% $(317.6K) | 2.16% | $4.7M | -5.49% | -17.18% | ||
| FPX - FIRST TR EXCHANGE-TRADED FD | Reduce 3% $(139.3K) | 2.14% | $4.6M | +21.36% | +11.00% | ||
| QUAL - ISHARES TR | Add 22% ($837.7K) | 2.14% | $4.6M | -1.44% | +1.38% | ||
| IVW - ISHARES TR | Add 14% ($573.3K) | 2.12% | $4.6M | +5.59% | +4.31% | ||
| SPY - SPDR S&P 500 ETF TR | Reduce 7% $(326.5K) | 2.06% | $4.5M | +1.81% | +3.23% | ||
| CIBR - FIRST TR EXCHANGE TRADED FD | 2.02% | $4.4M | +17.30% | +6.74% | |||
| DYNF - BLACKROCK ETF TRUST | Add 24% ($794.3K) | 1.88% | $4.1M | +2.99% | +3.46% | ||
| EFV - ISHARES TR | Add 177% ($2.3M) | 1.69% | $3.7M | +16.93% | +0.90% | ||
| FDN - FIRST TR EXCHANGE-TRADED FD | Reduce 3% $(96.4K) | 1.68% | $3.6M | +14.18% | +16.02% | ||
| EFG - ISHARES TR | Add 14% ($404.0K) | 1.54% | $3.3M | +7.44% | -0.44% | ||
| BUFQ - FIRST TR EXCHNG TRADED FD VI | Add 18% ($450.1K) | 1.39% | $3.0M | +4.04% | +2.80% | ||
| FTSL - FIRST TR EXCHANGE-TRADED FD | Add 6% ($163.6K) | 1.27% | $2.7M | +3.69% | +2.39% | ||
| FPXI - FIRST TR EXCHANGE TRADED FD | Reduce 3% $(93.5K) | 1.24% | $2.7M | +8.05% | +1.52% | ||
| TSLA - TESLA INC | 1.09% | $2.4M | +28.32% | +47.09% | |||
| IVE - ISHARES TR | Add 24% ($456.1K) | 1.07% | $2.3M | -3.08% | +1.20% | ||
| GOOG - ALPHABET INC | Add 1% ($16.1K) | 0.93% | $2.0M | +1.56% | +13.72% | ||
| RDVY - FIRST TR EXCHANGE-TRADED FD | Add 7% ($130.7K) | 0.89% | $1.9M | +2.32% | +6.03% | ||
| FTCS - FIRST TR EXCHANGE-TRADED FD | Reduce 12% $(270.8K) | 0.88% | $1.9M | +1.25% | +1.29% | ||
| EMXC - ISHARES INC | Add 73% ($747.4K) | 0.81% | $1.8M | +0.40% | -5.79% | ||
| IYW - ISHARES TR | Add 7% ($106.3K) | 0.79% | $1.7M | +1.14% | +0.37% | ||
| GOOGL - ALPHABET INC | Reduce 6% $(112.6K) | 0.79% | $1.7M | +2.01% | +13.80% | ||
| FBND - FIDELITY MERRIMACK STR TR | Reduce 3% $(53.7K) | 0.76% | $1.6M | +1.90% | +0.01% | ||
| MBB - ISHARES TR | Add 15% ($211.1K) | 0.76% | $1.6M | +1.75% | -0.19% | ||
| GOVT - ISHARES TR | New Purchase | 0.70% | $1.5M | +1.52% | -0.39% | ||
| IEMG - ISHARES INC | Reduce 23% $(418.1K) | 0.66% | $1.4M | +2.58% | -5.20% | ||
| IJH - ISHARES TR | Reduce 3% $(44.4K) | 0.63% | $1.4M | -3.22% | +4.03% | ||
| CRM - SALESFORCE INC | Add 2% ($26.5K) | 0.61% | $1.3M | -9.37% | +18.36% | ||
| VB - VANGUARD INDEX FDS | New Purchase | 0.58% | $1.3M | -3.31% | +5.22% | ||
| SKYY - FIRST TR EXCHANGE TRADED FD | 0.58% | $1.3M | +8.05% | +16.48% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 8% $(108.2K) | 0.57% | $1.2M | +10.62% | +4.19% | ||
| VXUS - VANGUARD STAR FDS | Add 6% ($60.3K) | 0.51% | $1.1M | +9.19% | -1.25% | ||
| CALF - PACER FDS TR | New Purchase | 0.49% | $1.1M | -14.32% | +0.43% | ||
| QQQM - INVESCO EXCH TRADED FD TR II | Add 7% ($62.7K) | 0.47% | $1.0M | +4.51% | +3.35% | ||
| FPEI - FIRST TR EXCH TRADED FD III | Reduce 13% $(145.7K) | 0.47% | $1.0M | +2.57% | +0.51% | ||
| VOO - VANGUARD INDEX FDS | Reduce 48% $(910.1K) | 0.46% | $992.9K | +1.84% | +3.26% | ||
| ACWX - ISHARES TR | New Purchase | 0.44% | $956.8K | +9.04% | -1.32% | ||
| BND - VANGUARD BD INDEX FDS | New Purchase | 0.42% | $912.0K | +1.59% | -0.18% | ||
| SPLG - SPDR SER TR | Reduce 5% $(46.6K) | 0.42% | $900.7K | +1.85% | +3.27% | ||
| AVGO - BROADCOM INC | Reduce 100% | 0.00% | $0.00 | -6.31% | |||
| TLT - ISHARES TR | Reduce 100% | 0.00% | $0.00 | +2.19% | |||
| IUSG - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| SPTI - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||
| BSV - VANGUARD BD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||