TWIN PEAKS WEALTH ADVISORS, LLC Q4 2024 Filing
Filed February 4, 2025
Portfolio Value
$236.8M
Holdings
139
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (139 positions)
| Stock | Value |
|---|---|
BBAGJPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF | $355K |
PGPROCTER AND GAMBLE CO COM | $353K |
ADBEADOBE INC COM | $352K |
MCDMCDONALDS CORP COM | $328K |
KLACKLA CORP COM NEW | $314K |
CMFISHARES CALIFORNIA MUNI BOND ETF | $314K |
IWFISHARES RUSSELL 1000 GROWTH ETF | $314K |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $312K |
WMTWALMART INC COM | $307K |
JGROJPMORGAN ACTIVE GROWTH ETF | $299K |
JAVAJPMORGAN ACTIVE VALUE ETF | $289K |
FDNIFIRST TRUST DOW JONES INTERNATIONAL INTERNET ETF | $279K |
DISDISNEY WALT CO COM | $276K |
IPORENAISSANCE IPO ETF | $275K |
HDHOME DEPOT INC COM | $266K |
AQLTISHARES CORE MSCI EAFE ETF | $261K |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $251K |
PWZINVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF | $250K |
DFSEURDISCOVER FINL SVCS COM | $248K |
SNOWSNOWFLAKE INC CL A | $248K |
ORCLORACLE CORP COM | $248K |
MAMASTERCARD INCORPORATED CL A | $247K |
BSVVANGUARD SHORT-TERM BOND ETF | $245K |
WQTMWISDOMTREE CLOUD COMPUTING FUND | $239K |
GSGOLDMAN SACHS GROUP INC COM | $237K |
COWZPACER US CASH COWS 100 ETF | $235K |
JMEEJPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | $233K |
GILDGILEAD SCIENCES INC COM | $229K |
COFCAPITAL ONE FINL CORP COM | $229K |
MDBMONGODB INC CL A | $221K |
AMATAPPLIED MATLS INC COM | $214K |
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $212K |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $211K |
ARKKARK INNOVATION ETF | $211K |
ROBTFIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | $208K |
CRWDCROWDSTRIKE HLDGS INC CL A | $206K |
DXYZDESTINY TECH100 INC COM SHS | $206K |
OPENOPENDOOR TECHNOLOGIES INC COM | $171K |
GONGERON CORP COM | $98K |
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