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TWIN PEAKS WEALTH ADVISORS, LLC 13F Holdings
Holdings from the most recent 13F from TWIN PEAKS WEALTH ADVISORS, LLC
Filed: 2025-02-04 (Q4 2024) | Holdings: 140 | Value: $236.8M | 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 COM | Add 10% ($1.5M) | 6.93% | $16.4M | -11.90% | -12.87% | ||
| IVV - ISHARES CORE S&P 500 ETF | Add 8% ($975.5K) | 5.44% | $12.9M | -1.58% | -5.90% | ||
| FIXD - FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF | Reduce 6% $(654.8K) | 4.30% | $10.2M | +1.73% | +1.27% | ||
| BUFR - FT VEST LADDERED BUFFER ETF | Add 10% ($805.8K) | 3.91% | $9.3M | -0.74% | -3.90% | ||
| META - META PLATFORMS INC CL A | Reduce 3% $(282.2K) | 3.84% | $9.1M | -7.89% | -14.75% | ||
| IUSB - ISHARES CORE TOTAL USD BOND MARKET ETF | Reduce 8% $(660.9K) | 3.04% | $7.2M | +1.27% | +0.89% | ||
| AMZN - AMAZON COM INC COM | Add 7% ($412.4K) | 2.85% | $6.7M | -13.51% | -21.38% | ||
| FTSM - FIRST TRUST ENHANCED SHORT MATURITY ETF | Reduce 4% $(261.2K) | 2.59% | $6.1M | +1.42% | +1.09% | ||
| FPE - FIRST TRUST PREFERRED SECURITIES & INCOME ETF | Reduce 3% $(153.1K) | 2.37% | $5.6M | +0.69% | -1.32% | ||
| UCON - FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF | Reduce 1% $(31.1K) | 2.30% | $5.5M | +1.45% | +0.84% | ||
| IVW - ISHARES S&P 500 GROWTH ETF | Add 10% ($510.0K) | 2.28% | $5.4M | -0.47% | -6.72% | ||
| MSFT - MICROSOFT CORP COM | Add 1% ($30.8K) | 2.26% | $5.4M | +12.07% | +5.99% | ||
| QUAL - ISHARES MSCI USA QUALITY FACTOR ETF | Add 14% ($658.9K) | 2.22% | $5.3M | -2.93% | -5.87% | ||
| NVDA - NVIDIA CORPORATION COM | 2.18% | $5.2M | +10.99% | -6.51% | |||
| QQQ - INVESCO QQQ TRUST SERIES I | Add 1% ($49.6K) | 2.12% | $5.0M | -0.37% | -6.74% | ||
| FPX - FIRST TRUST US EQUITY OPPORTUNITIES ETF | Reduce 5% $(231.5K) | 2.02% | $4.8M | +2.45% | -6.44% | ||
| DYNF - ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | Add 11% ($476.5K) | 1.98% | $4.7M | -0.91% | -5.60% | ||
| CIBR - FIRST TRUST NASDAQ CYBERSECURITY ETF | Reduce 1% $(48.0K) | 1.97% | $4.7M | +4.99% | -0.59% | ||
| SPY - SPDR S&P 500 ETF TRUST | Reduce 4% $(203.4K) | 1.84% | $4.4M | -1.58% | -5.90% | ||
| EFV - ISHARES MSCI EAFE VALUE ETF | Add 22% ($726.8K) | 1.72% | $4.1M | +14.98% | +11.53% | ||
| EFG - ISHARES MSCI EAFE GROWTH ETF | Add 33% ($1.0M) | 1.69% | $4.0M | +7.51% | +4.42% | ||
| FDN - FIRST TRUST DOW JONES INTERNET INDEX FUND | Reduce 6% $(244.1K) | 1.66% | $3.9M | -4.15% | -9.05% | ||
| TSLA - TESLA INC COM | 1.55% | $3.7M | -10.59% | -27.68% | |||
| BUFQ - FT VEST LADDERED NASDAQ BUFFER ETF | Reduce 1% $(18.5K) | 1.31% | $3.1M | +0.16% | -4.26% | ||
| FTSL - FIRST TRUST SENIOR LOAN FUND | Add 1% ($34.0K) | 1.18% | $2.8M | +1.32% | +0.41% | ||
| IVE - ISHARES S&P 500 VALUE ETF | Add 16% ($357.5K) | 1.10% | $2.6M | -2.95% | -5.16% | ||
| GOOG - ALPHABET INC CAP STK CL C | Add 3% ($77.5K) | 1.00% | $2.4M | -10.38% | -13.91% | ||
| FPXI - FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF | Reduce 14% $(373.3K) | 0.95% | $2.3M | +2.17% | -1.34% | ||
| RDVY - FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | Add 7% ($141.5K) | 0.88% | $2.1M | -3.41% | -6.47% | ||
| EMXC - ISHARES MSCI EMERGING MARKETS EX CHINA ETF | Add 25% ($403.9K) | 0.85% | $2.0M | +4.50% | +4.06% | ||
| GOOGL - ALPHABET INC CAP STK CL A | Add 1% ($18.2K) | 0.83% | $2.0M | -10.01% | -13.96% | ||
| IYW - ISHARES U.S. TECHNOLOGY ETF | Add 5% ($94.8K) | 0.80% | $1.9M | -0.69% | -7.56% | ||
| MBB - ISHARES MBS ETF | Add 15% ($231.2K) | 0.76% | $1.8M | +1.32% | +1.06% | ||
| CRM - SALESFORCE INC COM | Reduce 1% $(22.7K) | 0.68% | $1.6M | -23.12% | -21.02% | ||
| FTCS - FIRST TRUST CAPITAL STRENGTH ETF | Reduce 14% $(253.8K) | 0.67% | $1.6M | +1.44% | -0.45% | ||
| VOO - VANGUARD S&P 500 ETF | Add 48% ($486.5K) | 0.63% | $1.5M | -1.58% | -5.89% | ||
| SKYY - FIRST TRUST CLOUD COMPUTING ETF | Add 1% ($21.8K) | 0.63% | $1.5M | -11.01% | -16.81% | ||
| IJH - ISHARES CORE S&P MID-CAP ETF | Add 9% ($121.3K) | 0.63% | $1.5M | -6.76% | -9.15% | ||
| IEMG - ISHARES CORE MSCI EMERGING MARKETS ETF | Add 14% ($178.3K) | 0.62% | $1.5M | +6.30% | +5.31% | ||
| FBND - FIDELITY TOTAL BOND ETF | Reduce 9% $(142.1K) | 0.61% | $1.4M | +1.42% | +0.96% | ||
| GOVT - ISHARES U.S. TREASURY BOND ETF | Reduce 5% $(72.0K) | 0.60% | $1.4M | +1.35% | +1.39% | ||
| BBUS - JPMORGAN BETABUILDERS U.S. EQUITY ETF | New Purchase | 0.59% | $1.4M | -1.67% | -6.11% | ||
| VB - VANGUARD SMALL-CAP ETF | Add 8% ($99.7K) | 0.58% | $1.4M | -8.19% | -11.14% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL CL B NEW | Add 10% ($121.0K) | 0.56% | $1.3M | +7.27% | +9.01% | ||
| ACWX - ISHARES MSCI ACWI EX U.S. ETF | Add 49% ($424.9K) | 0.55% | $1.3M | +9.40% | +7.08% | ||
| MTUM - ISHARES MSCI USA MOMENTUM FACTOR ETF | New Purchase | 0.54% | $1.3M | +4.60% | -2.41% | ||
| QQQM - INVESCO NASDAQ 100 ETF | Add 16% ($167.1K) | 0.52% | $1.2M | -0.35% | -6.70% | ||
| VXUS - VANGUARD TOTAL INTERNATIONAL STOCK ETF | Add 14% ($139.2K) | 0.49% | $1.1M | +9.58% | +6.85% | ||
| CALF - PACER US SMALL CAP CASH COWS 100 ETF | Add 13% ($128.2K) | 0.48% | $1.1M | -11.88% | -15.87% | ||
| DOCS - DOXIMITY INC CL A | New Purchase | 0.45% | $1.1M | -10.85% | +1.64% | ||
| FPEI - FIRST TR EXCH TRADED FD III | Reduce 100% | 0.00% | $0.00 | ||||
| SPLG - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||
| BND - VANGUARD BD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||