Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Twin Peaks Wealth Advisors LLC
  City: Burlingame
  State: CA
  Zip: 94010
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $180,086,000
  Total Value Change : $23,537,000
  Securities Held Change : 4
   
All Securities Held : 126
  New Positions : 12
  Closed Positions : 8
  Increased Positions : 49
  Unchanged Positions : 8
  Decreased Positions : 57

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... 20 New $44.51 $2,343,000 52,763 1.3% 2,343,000 52,763 0.586    N/A
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 33 New $184.70 $1,379,000 7,382 0.77% 1,379,000 7,382 0.005    Closed - End Fund - E...
   (HEFA)1 Year Chart         HEFA Ishares Currency Hedged Msc... 56 New $0.00 $664,000 19,042 0.37% 664,000 19,042 0.002    N/A
   (BINC)1 Year Chart         BINC Blackrock Flexible Income Etf 77 New $0.00 $405,000 7,712 0.22% 405,000 7,712 0.009    N/A
   (IXC)1 Year Chart         IXC iShares tr S&P Glbl Energy 102 New $43.61 $309,000 7,205 0.17% 309,000 7,205 0.008    Closed - End Fund - E...
   (GOVT)1 Year Chart         GOVT Ishares Barclays Us Treasur... 107 New $0.00 $274,000 12,034 0.15% 274,000 12,034 0    N/A
   (FDL)1 Year Chart         FDL First Trust Morningstar Div... 108 New $38.65 $269,000 6,981 0.15% 269,000 6,981 0.008    Closed - End Fund - Debt
   (EMB)1 Year Chart         EMB iShares JPMorgan USD Emerg ... 113 New $88.95 $247,000 2,752 0.14% 247,000 2,752 0    Closed - End Fund - E...
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 116 New $209.82 $231,000 1,118 0.13% 231,000 1,118 0    Semiconductor Equipme...
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 119 New $329.55 $220,000 687 0.12% 220,000 687 0.001    N/A
   (HD)1 Year Chart         HD Home Depot Inc 122 New $340.50 $210,000 548 0.12% 210,000 548 0    Home Improvement Stores
   (SQ)1 Year Chart         SQ Square Inc 123 New $71.20 $203,000 2,406 0.11% 203,000 2,406 0    N/A
      12 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us