HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 FIRST TR EXCHNG TRADED FD VI (FIXD) |
255,465 | +63,791 | $11,138 |
| FIXD | 255,465 | +63,791 | $11,138 |
| APPLE INC |
56,995 | -4,899 | $9,774 |
| AAPL | 56,995 | -4,899 | $9,774 |
| ISHARES TR (IVV) |
18,369 | +282 | $9,658 |
| IVV | 18,369 | +282 | $9,658 |
| FIRST TR EXCHANGE TRADED FD (FTSM) |
133,899 | +12,859 | $7,983 |
| FTSM | 133,899 | +12,859 | $7,983 |
| META PLATFORMS INC |
14,430 | +3,183 | $7,007 |
| META | 14,430 | +3,183 | $7,007 |
| FIRST TR EXCHNG TRADED FD VI (BUFR) |
216,832 | +98,043 | $6,063 |
| BUFR | 216,832 | +98,043 | $6,063 |
| AMAZON COM INC |
30,864 | -989 | $5,567 |
| AMZN | 30,864 | -989 | $5,567 |
| FIRST TR EXCHNG TRADED FD VI (UCON) |
217,374 | +6,133 | $5,347 |
| UCON | 217,374 | +6,133 | $5,347 |
| ISHARES TR (IUSB) |
114,561 | +42,710 | $5,223 |
| IUSB | 114,561 | +42,710 | $5,223 |
| MICROSOFT CORP |
11,937 | -514 | $5,022 |
| MSFT | 11,937 | -514 | $5,022 |
| FIRST TR EXCH TRADED FD III (FPE) |
287,804 | +6,152 | $4,985 |
| FPE | 287,804 | +6,152 | $4,985 |
| FIRST TR EXCHANGE TRADED FD (FPX) |
44,207 | -2,718 | $4,677 |
| FPX | 44,207 | -2,718 | $4,677 |
| INVESCO QQQ TR |
10,437 | +72 | $4,634 |
| QQQ | 10,437 | +72 | $4,634 |
| SPDR S&P 500 ETF TR (SPY) |
8,672 | +718 | $4,536 |
| SPY | 8,672 | +718 | $4,536 |
| FIRST TR EXCHANGE TRADED FD (CIBR) |
74,174 | -4,156 | $4,183 |
| CIBR | 74,174 | -4,156 | $4,183 |
| NVIDIA CORPORATION |
4,145 | -562 | $3,745 |
| NVDA | 4,145 | -562 | $3,745 |
| FIRST TR EXCHANGE TRADED FD (FDN) |
17,809 | -433 | $3,653 |
| FDN | 17,809 | -433 | $3,653 |
| ISHARES TR (QUAL) |
17,709 | +1,399 | $2,911 |
| QUAL | 17,709 | +1,399 | $2,911 |
| FIRST TR EXCHANGE TRADED FD (FPXI) |
59,217 | -4,873 | $2,735 |
| FPXI | 59,217 | -4,873 | $2,735 |
| BLACKROCK ETF TRUST (DYNF) |
52,763 | +52,763 | $2,343 |
| DYNF | 52,763 | +52,763 | $2,343 |
| FIRST TR EXCHANGE TRADED FD (FTCS) |
24,942 | -2,212 | $2,136 |
| FTCS | 24,942 | -2,212 | $2,136 |
| FIRST TR EXCHANGE TRADED FD (FTSL) |
46,014 | -6,939 | $2,126 |
| FTSL | 46,014 | -6,939 | $2,126 |
| FIRST TR EXCHNG TRADED FD VI (BUFQ) |
69,346 | +16,797 | $1,965 |
| BUFQ | 69,346 | +16,797 | $1,965 |
| ISHARES TR (IVW) |
20,794 | +14,647 | $1,756 |
| IVW | 20,794 | +14,647 | $1,756 |
| ALPHABET INC |
11,397 | -409 | $1,735 |
| GOOG | 11,397 | -409 | $1,735 |
| FIRST TR EXCHANGE TRADED FD (RDVY) |
30,497 | -1,730 | $1,713 |
| RDVY | 30,497 | -1,730 | $1,713 |
| FIDELITY MERRIMACK STR TR |
37,418 | +4,806 | $1,695 |
| FBND | 37,418 | +4,806 | $1,695 |
| ISHARES TR (EFV) |
30,161 | -2,626 | $1,641 |
| EFV | 30,161 | -2,626 | $1,641 |
| ISHARES TR (EFG) |
15,313 | +4,000 | $1,589 |
| EFG | 15,313 | +4,000 | $1,589 |
| ALPHABET INC |
10,403 | -884 | $1,570 |
| GOOGL | 10,403 | -884 | $1,570 |
| SALESFORCE INC |
4,983 | -355 | $1,501 |
| CRM | 4,983 | -355 | $1,501 |
| TESLA INC |
8,491 | -2,115 | $1,493 |
| TSLA | 8,491 | -2,115 | $1,493 |
| ISHARES TR (IVE) |
7,382 | +7,382 | $1,379 |
| IVE | 7,382 | +7,382 | $1,379 |
 BERKSHIRE HATHAWAY INC DEL |
$1,251 | ||
| BRK.B | 2,976 | -79 | $1,251 |
| ISHARES TR (MBB) |
13,158 | +1,865 | $1,216 |
| MBB | 13,158 | +1,865 | $1,216 |
| FIRST TR EXCHANGE TRADED FD (SKYY) |
12,669 | -330 | $1,211 |
| SKYY | 12,669 | -330 | $1,211 |
| ISHARES TR (IJH) |
19,444 | +15,534 | $1,181 |
| IJH | 19,444 | +15,534 | $1,181 |
| ISHARES TR (IYW) |
8,737 | +2,216 | $1,180 |
| IYW | 8,737 | +2,216 | $1,180 |
| ISHARES TR (AGG) |
11,760 | +4,321 | $1,152 |
| AGG | 11,760 | +4,321 | $1,152 |
| SPDR SER TR (SPLG) |
17,301 | +5,847 | $1,065 |
| SPLG | 17,301 | +5,847 | $1,065 |
| ISHARES INC (IEMG) |
20,367 | -5,444 | $1,051 |
| IEMG | 20,367 | -5,444 | $1,051 |
| FIRST TR EXCH TRADED FD III (FPEI) |
56,167 | +6,793 | $1,023 |
| FPEI | 56,167 | +6,793 | $1,023 |
| VANGUARD STAR FDS (VXUS) |
16,478 | +5,685 | $994 |
| VXUS | 16,478 | +5,685 | $994 |
| SPDR SER TR (SPTI) |
32,076 | +8,133 | $904 |
| SPTI | 32,076 | +8,133 | $904 |
| INVESCO EXCH TRADED FD TR II (QQQM) |
4,778 | -1,665 | $873 |
| QQQM | 4,778 | -1,665 | $873 |
| ISHARES TR (IUSG) |
7,229 | -715 | $847 |
| IUSG | 7,229 | -715 | $847 |
| VANGUARD BD INDEX FDS (BSV) |
10,230 | -1,535 | $784 |
| BSV | 10,230 | -1,535 | $784 |
| UBER TECHNOLOGIES INC |
10,181 | -475 | $784 |
| UBER | 10,181 | -475 | $784 |
| ISHARES TR (TLT) |
8,107 | +775 | $767 |
| TLT | 8,107 | +775 | $767 |
| INVESCO EXCHANGE TRADED FD T (XMHQ) |
6,900 | -105 | $759 |
| XMHQ | 6,900 | -105 | $759 |
See Full List: All Stocks Held By Twin Peaks Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Twin Peaks Wealth Advisors LLC
|
Size ($ in 1000's)
At 03/31/2024: $180,086 At 12/31/2023: $156,549 Twin Peaks Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Twin Peaks Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings |
