Peak Financial Advisors

Peak Financial Advisors as of Dec. 31, 2021

Portfolio Holdings for Peak Financial Advisors

Peak Financial Advisors holds 78 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ssga Active Etf Tr Blackstone Senr (SRLN) 9.9 $13M 283k 45.63
Schwab Strategic Tr Us Tips Etf (SCHP) 6.9 $9.0M 143k 62.89
Goldman Sachs Etf Tr Activebeta Int (GSIE) 6.4 $8.4M 237k 35.27
Vanguard World Mega Grwth Ind (MGK) 5.0 $6.5M 25k 260.75
Spdr Ser Tr Portfolio Agrgte (SPAB) 4.5 $5.8M 197k 29.62
Iron Mountain (IRM) 3.1 $4.0M 77k 52.33
Canadian Natural Resources (CNQ) 3.0 $3.9M 92k 42.26
AMN Healthcare Services (AMN) 2.9 $3.8M 31k 122.32
Ishares Msci Cda Etf (EWC) 2.7 $3.5M 92k 38.43
Ishares Msci Taiwan Etf (EWT) 2.7 $3.5M 53k 66.62
Rockwell Automation (ROK) 2.4 $3.1M 9.0k 348.88
Ishares Tr Us Home Cons Etf (ITB) 2.4 $3.1M 38k 82.91
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 2.4 $3.1M 40k 77.11
Amazon (AMZN) 2.3 $3.0M 912.00 3334.43
Encore Capital (ECPG) 2.3 $2.9M 47k 62.12
Capital One Financial (COF) 2.2 $2.8M 19k 145.09
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 2.0 $2.7M 51k 51.81
Ark Etf Tr Autnmus Technlgy (ARKQ) 2.0 $2.6M 33k 77.00
Vaneck Etf Trust Rare Earth/strtg (REMX) 1.9 $2.4M 22k 112.17
Quest Diagnostics Incorporated (DGX) 1.8 $2.4M 14k 172.99
American Homes 4 Rent Cl A (AMH) 1.8 $2.3M 54k 43.60
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.7 $2.3M 11k 204.43
Chewy Cl A (CHWY) 1.7 $2.2M 38k 58.96
Visa Com Cl A (V) 1.7 $2.2M 10k 216.68
Albemarle Corporation (ALB) 1.7 $2.2M 9.3k 233.82
Thor Industries (THO) 1.5 $2.0M 19k 103.76
Snowflake Cl A (SNOW) 1.1 $1.5M 4.3k 338.66
Constellation Brands Cl A (STZ) 1.0 $1.3M 5.3k 250.99
AvalonBay Communities (AVB) 1.0 $1.3M 5.2k 252.58
Ark Etf Tr Genomic Rev Etf (ARKG) 1.0 $1.3M 21k 61.26
Confluent Class A Com (CFLT) 0.9 $1.1M 15k 76.26
Apple (AAPL) 0.8 $1.0M 5.6k 177.53
Pfizer (PFE) 0.7 $888k 15k 59.08
Ishares Tr Msci Acwi Etf (ACWI) 0.7 $878k 8.3k 105.83
Compass Diversified Sh Ben Int (CODI) 0.6 $793k 26k 30.57
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.6 $790k 11k 71.49
Public Storage (PSA) 0.6 $746k 2.0k 374.31
Broadcom (AVGO) 0.6 $735k 1.1k 665.76
Moelis & Co Cl A (MC) 0.5 $679k 11k 62.53
Blackstone Group Inc Com Cl A (BX) 0.5 $672k 5.2k 129.36
Ssr Mining (SSRM) 0.5 $659k 37k 17.71
Citizens Financial (CFG) 0.5 $631k 13k 47.23
Valero Energy Corporation (VLO) 0.4 $538k 7.2k 75.07
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $536k 9.6k 55.79
Corporate Office Pptys Tr Sh Ben Int (CDP) 0.4 $534k 19k 27.99
Interpublic Group of Companies (IPG) 0.4 $532k 14k 37.45
Equity Residential Sh Ben Int (EQR) 0.4 $510k 5.6k 90.59
Buckle (BKE) 0.4 $473k 11k 42.33
Annaly Capital Management 0.4 $464k 59k 7.82
Enbridge (ENB) 0.4 $455k 12k 39.07
Select Sector Spdr Tr Technology (XLK) 0.3 $447k 2.6k 173.73
Advisorshares Tr Pure Us Cannabis (MSOS) 0.3 $446k 17k 25.57
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $446k 1.5k 305.27
Suncor Energy (SU) 0.3 $437k 18k 25.02
Blade Air Mobility Cl A Com (BLDE) 0.3 $404k 46k 8.84
Microsoft Corporation (MSFT) 0.3 $375k 1.1k 336.32
Sunopta (STKL) 0.3 $375k 54k 6.96
Sl Green Realty 0.3 $356k 5.0k 71.72
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.3 $353k 9.8k 36.19
Ishares Msci Israel Etf (EIS) 0.3 $330k 4.2k 77.87
Ishares Msci Switzerland (EWL) 0.2 $300k 5.7k 52.72
Thermo Fisher Scientific (TMO) 0.2 $299k 448.00 667.41
Tesla Motors (TSLA) 0.2 $272k 257.00 1058.37
Ark Etf Tr Innovation Etf (ARKK) 0.2 $266k 2.8k 94.53
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $241k 5.9k 40.98
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $234k 3.5k 67.49
Kraneshares Tr Bosera Msci Ch (KBA) 0.2 $230k 5.3k 43.36
Home Depot (HD) 0.2 $229k 551.00 415.61
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.2 $220k 5.2k 42.09
Main Street Capital Corporation (MAIN) 0.2 $220k 4.9k 44.84
Union Pacific Corporation (UNP) 0.2 $212k 843.00 251.48
NVIDIA Corporation (NVDA) 0.2 $212k 720.00 294.44
Ishares Tr Msci Philips Etf (EPHE) 0.2 $208k 6.6k 31.69
Owl Rock Capital Corporation (OBDC) 0.1 $184k 13k 14.12
Oaktree Specialty Lending Corp 0.1 $179k 24k 7.48
Hercules Technology Growth Capital (HTGC) 0.1 $174k 11k 16.61
Apollo Invt Corp Com New (MFIC) 0.1 $164k 13k 12.78
Sono Tek (SOTK) 0.1 $112k 15k 7.42