Peak Financial Advisors
Latest statistics and disclosures from Peak Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MTBA, BUCK, GLDM, SPLG, SVOL, and represent 33.21% of Peak Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPLG (+$11M), MPWR, Arista Networks, BRO, SGOV, TT, AAPL, RMD, MMM, PM.
- Started 15 new stock positions in Arista Networks, CL, MMM, NVR, RMD, LMT, XLRE, HCA, MPWR, XHB. PM, SGOV, XMHQ, BRO, TT.
- Reduced shares in these 10 stocks: HUBB, TSCO, ANET, GWW, SNPS, DECK, HPQ, DPZ, MSFT, Lam Research Corporation.
- Sold out of its positions in ANET, DECK, DPZ, GWW, HPQ, HEI.A, HUBB, ITW, Lam Research Corporation, MLM. MCK, XLV, SNPS, TMO, TSCO.
- Peak Financial Advisors was a net buyer of stock by $2.1M.
- Peak Financial Advisors has $192M in assets under management (AUM), dropping by -1.13%.
- Central Index Key (CIK): 0001843309
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Portfolio Holdings for Peak Financial Advisors
Peak Financial Advisors holds 74 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 9.3 | $18M | -8% | 361k | 49.69 |
|
| Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) | 6.7 | $13M | +2% | 525k | 24.54 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 6.1 | $12M | 226k | 51.99 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 5.8 | $11M | +1540% | 162k | 68.94 |
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| Simplify Exchange Traded Fun Volatility Prem (SVOL) | 5.3 | $10M | 487k | 20.79 |
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| Simplify Exchange Traded Fun Managed Futures (CTA) | 4.7 | $9.1M | +3% | 325k | 27.89 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 4.2 | $8.2M | +42% | 285k | 28.67 |
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| Ishares Tr Msci India Etf (INDA) | 3.4 | $6.5M | 124k | 52.64 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 3.2 | $6.2M | 70k | 89.04 |
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| Apple (AAPL) | 2.2 | $4.2M | +247% | 17k | 250.42 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 2.1 | $4.0M | 43k | 92.73 |
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| Meta Platforms Cl A (META) | 1.9 | $3.7M | 6.3k | 585.51 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $3.6M | 19k | 189.30 |
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| Amazon (AMZN) | 1.9 | $3.6M | -2% | 16k | 219.39 |
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| Monolithic Power Systems (MPWR) | 1.7 | $3.2M | NEW | 5.4k | 591.70 |
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| Costco Wholesale Corporation (COST) | 1.7 | $3.2M | 3.5k | 916.31 |
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| American Express Company (AXP) | 1.7 | $3.2M | 11k | 296.80 |
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| Arista Networks Com Shs | 1.6 | $3.1M | NEW | 29k | 110.53 |
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| Brown & Brown (BRO) | 1.6 | $3.0M | NEW | 30k | 102.02 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.6 | $3.0M | NEW | 30k | 100.32 |
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| Trane Technologies SHS (TT) | 1.6 | $3.0M | NEW | 8.2k | 369.35 |
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| Pulte (PHM) | 1.6 | $3.0M | 28k | 108.90 |
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| ResMed (RMD) | 1.5 | $3.0M | NEW | 13k | 228.69 |
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| 3M Company (MMM) | 1.5 | $2.9M | NEW | 22k | 129.09 |
|
| Philip Morris International (PM) | 1.5 | $2.8M | NEW | 24k | 120.35 |
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| Netflix (NFLX) | 1.5 | $2.8M | 3.2k | 891.32 |
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| NetApp (NTAP) | 1.4 | $2.8M | 24k | 116.08 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 1.2 | $2.4M | NEW | 24k | 98.47 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.2 | $2.4M | 14k | 178.09 |
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| Canadian Natural Resources (CNQ) | 1.2 | $2.4M | 77k | 30.87 |
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| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 1.2 | $2.3M | -52% | 43k | 54.89 |
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| Global X Fds Global X Uranium (URA) | 0.9 | $1.7M | 65k | 26.78 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.8 | $1.6M | 21k | 75.69 |
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| Select Sector Spdr Tr Energy (XLE) | 0.8 | $1.6M | +4% | 19k | 85.66 |
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| Lockheed Martin Corporation (LMT) | 0.8 | $1.6M | NEW | 3.2k | 485.94 |
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| Spdr Ser Tr S&p Homebuild (XHB) | 0.7 | $1.3M | NEW | 13k | 104.50 |
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| Colgate-Palmolive Company (CL) | 0.7 | $1.3M | NEW | 15k | 90.91 |
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| NVR (NVR) | 0.6 | $1.2M | NEW | 151.00 | 8178.90 |
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| General Dynamics Corporation (GD) | 0.6 | $1.2M | -54% | 4.6k | 263.49 |
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| Hca Holdings (HCA) | 0.6 | $1.1M | NEW | 3.7k | 300.15 |
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| Applied Materials (AMAT) | 0.6 | $1.1M | -57% | 6.7k | 162.63 |
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| Mettler-Toledo International (MTD) | 0.5 | $1.1M | -58% | 859.00 | 1223.68 |
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| Kla Corp Com New (KLAC) | 0.5 | $1.0M | -58% | 1.6k | 630.12 |
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| Etf Opportunities Trust Smi 3fourteen Fu (FCTE) | 0.5 | $926k | +8% | 36k | 25.93 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.4 | $865k | 4.1k | 210.45 |
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| Select Sector Spdr Tr Financial (XLF) | 0.4 | $815k | 17k | 48.33 |
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| American Healthcare Reit Com Shs (AHR) | 0.4 | $714k | -6% | 25k | 28.42 |
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| Kinder Morgan (KMI) | 0.3 | $657k | 24k | 27.40 |
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| Moelis & Co Cl A (MC) | 0.3 | $618k | 8.4k | 73.88 |
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| At&t (T) | 0.3 | $596k | 26k | 22.77 |
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| Compass Diversified Sh Ben Int (CODI) | 0.3 | $584k | 25k | 23.08 |
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| Gilead Sciences (GILD) | 0.3 | $549k | 5.9k | 92.37 |
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| Select Sector Spdr Tr Communication (XLC) | 0.3 | $531k | 5.5k | 96.81 |
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| Enbridge (ENB) | 0.3 | $523k | 12k | 42.43 |
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| Altria (MO) | 0.3 | $520k | 10k | 52.29 |
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| Onemain Holdings (OMF) | 0.3 | $500k | +3% | 9.6k | 52.13 |
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| Wec Energy Group (WEC) | 0.3 | $493k | 5.2k | 94.03 |
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| Saba Capital Income & Oprnt Shs New (BRW) | 0.2 | $466k | 61k | 7.62 |
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| National Retail Properties (NNN) | 0.2 | $461k | 11k | 40.85 |
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| National Storage Affiliates Com Shs Ben In (NSA) | 0.2 | $454k | 12k | 37.91 |
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| Vici Pptys (VICI) | 0.2 | $444k | +2% | 15k | 29.21 |
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| NVIDIA Corporation (NVDA) | 0.2 | $434k | +3% | 3.2k | 134.29 |
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| Starwood Property Trust (STWD) | 0.2 | $426k | 23k | 18.95 |
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| Stag Industrial (STAG) | 0.2 | $420k | +2% | 12k | 33.82 |
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| American Tower Reit (AMT) | 0.2 | $419k | 2.3k | 183.42 |
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| Boise Cascade (BCC) | 0.2 | $411k | 3.5k | 118.86 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $366k | -8% | 912.00 | 401.58 |
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| Spdr Ser Tr Portfli High Yld (SPHY) | 0.2 | $349k | 15k | 23.47 |
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| Microsoft Corporation (MSFT) | 0.2 | $324k | -90% | 768.00 | 421.50 |
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| Union Pacific Corporation (UNP) | 0.2 | $293k | 1.3k | 228.04 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $284k | NEW | 7.0k | 40.67 |
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| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $279k | +37% | 11k | 24.99 |
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| Healthcare Rlty Tr Cl A Com (HR) | 0.1 | $181k | -60% | 11k | 16.95 |
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| Sono Tek (SOTK) | 0.0 | $58k | 15k | 4.01 |
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Past Filings by Peak Financial Advisors
SEC 13F filings are viewable for Peak Financial Advisors going back to 2020
- Peak Financial Advisors 2024 Q4 filed Jan. 14, 2025
- Peak Financial Advisors 2024 Q3 filed Oct. 10, 2024
- Peak Financial Advisors 2024 Q2 filed July 12, 2024
- Peak Financial Advisors 2024 Q1 filed April 12, 2024
- Peak Financial Advisors 2023 Q4 filed Jan. 10, 2024
- Peak Financial Advisors 2023 Q3 filed Oct. 10, 2023
- Peak Financial Advisors 2023 Q2 filed July 11, 2023
- Peak Financial Advisors 2023 Q1 filed April 19, 2023
- Peak Financial Advisors 2022 Q4 filed Jan. 12, 2023
- Peak Financial Advisors 2022 Q3 filed Oct. 26, 2022
- Peak Financial Advisors 2022 Q2 filed July 14, 2022
- Peak Financial Advisors 2022 Q1 filed April 22, 2022
- Peak Financial Advisors 2021 Q4 filed Jan. 19, 2022
- Peak Financial Advisors 2021 Q3 filed Oct. 12, 2021
- Peak Financial Advisors 2021 Q2 filed July 26, 2021
- Peak Financial Advisors 2021 Q1 filed May 11, 2021