Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TWIN PEAKS WEALTH ADVISORS LLC | 01-17-2024 | 12-31-2023 | 122 | 156,551,825 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $11,916,515 | 61,894 | 0.01 | 61,894 | +Inf | 12-31-2023 | |
| ISHARES TR | CORE S&P500 ETF | 2 | $8,639,272 | 18,087 | 0.01 | 18,087 | +Inf | 12-31-2023 | |
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 3 | $8,549,642 | 191,674 | 0.01 | 191,674 | +Inf | 12-31-2023 | |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 4 | $7,221,271 | 121,040 | 0.00 | 121,040 | +Inf | 12-31-2023 |
