TWIN PEAKS WEALTH ADVISORS, LLC

Q4 2024 13F Holdings

Location
Burlingame, CA
Holdings as of
12/31/2024
Value
$237M
Value excl. options
$236M
Num holdings
140
Date filed
2/4/2025
Form type
13F-HR
Prev filing
10/25/2024
Next filing
4/16/2025
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type