Peak Financial Advisors as of March 31, 2021
Portfolio Holdings for Peak Financial Advisors
Peak Financial Advisors holds 70 positions in its portfolio as reported in the March 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Kraneshares Tr Quadrtc Int Rt (IVOL) | 12.2 | $15M | 508k | 28.58 | |
Wisdomtree Tr Enhncd Cmmdty St (GCC) | 7.1 | $8.5M | 422k | 20.06 | |
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 6.7 | $7.9M | 394k | 20.15 | |
Invesco Activly Mangd Etc Optimum Yield (PDBC) | 5.4 | $6.4M | 372k | 17.24 | |
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) | 5.4 | $6.4M | 201k | 31.93 | |
Ishares Tr Msci India Etf (INDA) | 2.3 | $2.7M | 63k | 42.18 | |
Amazon (AMZN) | 2.2 | $2.7M | 858.00 | 3094.41 | |
Canadian Natural Resources (CNQ) | 2.2 | $2.6M | 85k | 30.87 | |
Ark Etf Tr Next Gnrtn Inter (ARKW) | 2.2 | $2.6M | 18k | 147.42 | |
Eagle Materials (EXP) | 2.1 | $2.5M | 19k | 134.43 | |
Ishares Msci Taiwan Etf (EWT) | 2.1 | $2.5M | 42k | 59.96 | |
Marathon Petroleum Corp (MPC) | 2.1 | $2.4M | 46k | 53.50 | |
Ark Etf Tr Autnmus Technlgy (ARKQ) | 2.0 | $2.3M | 28k | 83.96 | |
Thor Industries (THO) | 1.9 | $2.3M | 17k | 134.73 | |
Heron Therapeutics (HRTX) | 1.9 | $2.3M | 140k | 16.21 | |
AMN Healthcare Services (AMN) | 1.8 | $2.1M | 29k | 73.71 | |
Spirit Airlines (SAVE) | 1.8 | $2.1M | 57k | 36.91 | |
Dillards Cl A (DDS) | 1.7 | $2.1M | 21k | 96.56 | |
Advisorshares Tr Pure Us Cannabis (MSOS) | 1.7 | $2.0M | 48k | 42.40 | |
Ishares Msci Cda Etf (EWC) | 1.7 | $2.0M | 59k | 34.05 | |
At&t (T) | 1.7 | $2.0M | 66k | 30.27 | |
Vaneck Vectors Etf Tr Rare Earth Strat (REMX) | 1.6 | $1.9M | 25k | 74.97 | |
Capital One Financial (COF) | 1.5 | $1.8M | 14k | 127.20 | |
Twilio Cl A (TWLO) | 1.4 | $1.7M | 5.0k | 340.81 | |
Purecycle Technologies (PCT) | 1.4 | $1.7M | 66k | 25.49 | |
Sunopta (STKL) | 1.4 | $1.7M | 112k | 14.77 | |
Gildan Activewear Inc Com Cad (GIL) | 1.4 | $1.6M | 53k | 30.66 | |
Select Sector Spdr Tr Sbi Int-finl (XLF) | 1.3 | $1.5M | 44k | 34.06 | |
Encore Capital (ECPG) | 1.2 | $1.5M | 36k | 40.24 | |
Albemarle Corporation (ALB) | 1.2 | $1.4M | 9.5k | 146.12 | |
Metropcs Communications (TMUS) | 1.1 | $1.4M | 11k | 125.30 | |
Designer Brands Cl A (DBI) | 1.1 | $1.3M | 77k | 17.40 | |
Las Vegas Sands (LVS) | 1.1 | $1.3M | 22k | 60.77 | |
Fiserv (FI) | 1.1 | $1.3M | 11k | 119.03 | |
Select Sector Spdr Tr Energy (XLE) | 1.1 | $1.3M | 26k | 49.05 | |
Experience Invt Corp Com Cl A | 1.1 | $1.3M | 122k | 10.29 | |
Ark Etf Tr Genomic Rev Etf (ARKG) | 1.0 | $1.2M | 14k | 88.71 | |
Ishares Tr Msci Acwi Etf (ACWI) | 0.8 | $950k | 10k | 95.16 | |
Snowflake Cl A (SNOW) | 0.8 | $912k | 4.0k | 229.26 | |
Vanguard Wellington Us Value Factr (VFVA) | 0.7 | $779k | 8.2k | 94.52 | |
Annaly Capital Management | 0.6 | $738k | 86k | 8.60 | |
Ark Etf Tr Innovation Etf (ARKK) | 0.6 | $694k | 5.8k | 120.01 | |
Apple (AAPL) | 0.6 | $684k | 5.6k | 122.10 | |
Cootek Cayman Sponsored Ads | 0.5 | $600k | 217k | 2.77 | |
Abbvie (ABBV) | 0.5 | $534k | 4.9k | 108.23 | |
Ssr Mining (SSRM) | 0.4 | $532k | 37k | 14.29 | |
Valero Energy Corporation (VLO) | 0.4 | $524k | 7.3k | 71.57 | |
Iron Mountain (IRM) | 0.4 | $497k | 13k | 36.99 | |
Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.4 | $488k | 12k | 39.42 | |
Broadcom (AVGO) | 0.4 | $430k | 928.00 | 463.36 | |
Compass Diversified Sh Ben Int (CODI) | 0.4 | $421k | 18k | 23.15 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $409k | 7.9k | 52.10 | |
Omni (OMC) | 0.3 | $398k | 5.4k | 74.07 | |
Public Storage (PSA) | 0.3 | $374k | 1.5k | 247.03 | |
Interpublic Group of Companies (IPG) | 0.3 | $366k | 13k | 29.22 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $345k | 1.4k | 242.96 | |
Tesla Motors (TSLA) | 0.3 | $335k | 502.00 | 667.33 | |
Ishares Msci Aust Etf (EWA) | 0.3 | $313k | 13k | 24.81 | |
Ishares Tr Msci Saudi Arbia (KSA) | 0.2 | $292k | 8.1k | 35.91 | |
Thermo Fisher Scientific (TMO) | 0.2 | $283k | 621.00 | 455.72 | |
Ishares Msci Sth Afr Etf (EZA) | 0.2 | $261k | 5.3k | 49.31 | |
Citizens Financial (CFG) | 0.2 | $251k | 5.7k | 44.17 | |
Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.2 | $240k | 5.7k | 42.30 | |
Ishares Msci Sth Kor Etf (EWY) | 0.2 | $239k | 2.7k | 89.61 | |
Vaneck Vectors Etf Tr Russia Etf | 0.2 | $218k | 8.4k | 25.84 | |
Microsoft Corporation (MSFT) | 0.2 | $217k | 920.00 | 235.87 | |
Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.2 | $216k | 3.5k | 62.30 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $204k | 1.3k | 152.58 | |
Apollo Invt Corp Com New (MFIC) | 0.1 | $144k | 11k | 13.69 | |
Oaktree Specialty Lending Corp | 0.1 | $126k | 20k | 6.19 |