Twin-Peaks-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "SNOW", "ABBV", "ADBE", "GOOGL", "T", "AVGO", "COF", null, null, null, "HD", null, null, null, null, null, "MCD", null, "INTU", null, null, null, "GERN", null, null, null, null, "EMXC", "AMAT", "META", null, "HEFA", "IVW", "IJH", null, null, null, null, null, "BBUS", null, "MA", "MSFT", null, null, "BX", "EFG", "KLAC", "IWD", "ORCL", null, null, null, null, null, null, "IWF", null, "IEMG", "IVV", "UNH", "AAPL", "SPY", "NVDA", "GS", "PLTR", null, null, "PG", null, null, "IEFA", null, null, "NOW", "SHOP", "SPLG", null, "IBM", "TWLO", "UBER", "VO", "VWO", null, null, null, null, null, "AMD", "IWP", null, "AMZN", null, "IVE", null, null, null, "VGT", "VUG", "VONE", "VXUS", "BND", "BSV", "VB", "VOO", "V", "WMT", null, "IUSG", null, "OPEN", "CRM", null, null, "MTUM", null, null, "MCK", null, null, "BRK-B", null, "CSCO", "COIN", "COST", "CRWD", "DFS", "MCO", "IWB", "QQQ", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", null, "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-16
- Total Holdings
- 140
- Total Value
- 219501639
- Accession Number
- 0001986152-25-000027
- Form Type
- 13F-HR
- Manager Name
- Twin-Peaks-Wealth-Advisors
Data Enrichment
58% identified81 identified59 unidentified
Holdings
140 positions • $219.5M total value
Manager:
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33733E302
Shares:14.8K
Value:$3.2M
% of Portfolio:1.5% ($3.2M/$219.5M)
33740U752
Shares:94.2K
Value:$2.8M
% of Portfolio:1.3% ($2.8M/$219.5M)
33734X853
Shares:40.3K
Value:$1.9M
% of Portfolio:0.9% ($1.9M/$219.5M)
464287721
Shares:13.8K
Value:$1.9M
% of Portfolio:0.9% ($1.9M/$219.5M)
33738R506
Shares:31.8K
Value:$1.8M
% of Portfolio:0.8% ($1.8M/$219.5M)
33738D309
Shares:38.7K
Value:$1.8M
% of Portfolio:0.8% ($1.8M/$219.5M)
464287101
Shares:5.7K
Value:$1.5M
% of Portfolio:0.7% ($1.5M/$219.5M)
464288588
Shares:15.8K
Value:$1.5M
% of Portfolio:0.7% ($1.5M/$219.5M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 8.3K | All Managers (Combined) | $3.8M | 1.7% ($3.8M/$219.5M) | |||
(cusip33733E302)✕ | 14.8K | All Managers (Combined) | $3.2M | 1.5% ($3.2M/$219.5M) | ||
(cusip33740U752)✕ | 94.2K | All Managers (Combined) | $2.8M | 1.3% ($2.8M/$219.5M) | ||
| 24.5K | All Managers (Combined) | $2.4M | 1.1% ($2.4M/$219.5M) | |||
Tesla, Inc.(TSLAcusip88160R101) | 9.0K | QoQ -0.80% (-73)YoY +6.32% (+537) | All Managers (Combined) | $2.3M | 1.0% ($2.3M/$219.5M) | |
| 42.8K | All Managers (Combined) | $2.2M | 1.0% ($2.2M/$219.5M) | |||
Alphabet Inc.(GOOGcusip02079K107) | 12.0K | QoQ -3.74% (-467)YoY +5.18% (+591) | All Managers (Combined) | $1.9M | 0.9% ($1.9M/$219.5M) | |
(cusip33734X853)✕ | 40.3K | All Managers (Combined) | $1.9M | 0.9% ($1.9M/$219.5M) | ||
(cusip464287721)✕ | 13.8K | All Managers (Combined) | $1.9M | 0.9% ($1.9M/$219.5M) | ||
| 33.9K | All Managers (Combined) | $1.8M | 0.8% ($1.8M/$219.5M) | |||
(cusip33738R506)✕ | 31.8K | All Managers (Combined) | $1.8M | 0.8% ($1.8M/$219.5M) | ||
(cusip33738D309)✕ | 38.7K | All Managers (Combined) | $1.8M | 0.8% ($1.8M/$219.5M) | ||
| 4.7K | All Managers (Combined) | $1.7M | 0.8% ($1.7M/$219.5M) | |||
| 3.0K | QoQ +2.11% (+62)YoY +0.60% (+18) | All Managers (Combined) | $1.6M | 0.7% ($1.6M/$219.5M) | ||
| 3.1K | All Managers (Combined) | $1.6M | 0.7% ($1.6M/$219.5M) | |||
Alphabet Inc.(GOOGLcusip02079K305) | 9.7K | QoQ -6.26% (-649)YoY -6.64% (-691) | All Managers (Combined) | $1.5M | 0.7% ($1.5M/$219.5M) | |
| 15.6K | All Managers (Combined) | $1.5M | 0.7% ($1.5M/$219.5M) | |||
(cusip464287101)✕ | 5.7K | QoQ NEW(+5.7K) YoY NEW(+5.7K) | All Managers (Combined) | $1.5M | 0.7% ($1.5M/$219.5M) | QoQ NEW(+$1.5M) YoY NEW(+$1.5M) |
(cusip464288588)✕ | 15.8K | All Managers (Combined) | $1.5M | 0.7% ($1.5M/$219.5M) | ||
| 7.3K | YoY NEW(+7.3K) | All Managers (Combined) | $1.5M | 0.7% ($1.5M/$219.5M) | YoY NEW(+$1.5M) |