Peak Financial Advisors

Peak Financial Advisors as of March 31, 2022

Portfolio Holdings for Peak Financial Advisors

Peak Financial Advisors holds 77 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
World Gold Tr Spdr Gld Minis (GLDM) 9.7 $11M 294k 38.47
Spdr Ser Tr Portfolio Agrgte (SPAB) 4.8 $5.6M 203k 27.79
Vanguard World Mega Cap Val Etf (MGV) 4.6 $5.3M 50k 107.32
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 4.3 $5.1M 107k 47.33
Select Sector Spdr Tr Sbi Int-utils (XLU) 4.2 $4.9M 66k 74.46
Canadian Natural Resources (CNQ) 3.7 $4.3M 69k 61.98
Ishares Msci Cda Etf (EWC) 3.2 $3.7M 93k 40.21
Ishares Tr 3 7 Yr Treas Bd (IEI) 3.1 $3.7M 30k 122.05
Amazon (AMZN) 2.9 $3.4M 1.0k 3259.94
Amplify Etf Tr Blockchain Ldr (BLOK) 2.8 $3.2M 94k 34.19
Vaneck Etf Trust Rare Earth/strtg (REMX) 2.3 $2.7M 23k 118.27
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 2.3 $2.7M 130k 20.82
Vaneck Etf Trust Gold Miners Etf (GDX) 2.3 $2.6M 69k 38.35
Rockwell Automation (ROK) 2.2 $2.6M 9.3k 280.07
Becton, Dickinson and (BDX) 2.2 $2.6M 9.7k 266.00
Albemarle Corporation (ALB) 2.2 $2.6M 12k 221.17
Ishares Tr Latn Amer 40 Etf (ILF) 2.1 $2.5M 83k 30.39
Ishares Tr Msci Indonia Etf (EIDO) 2.1 $2.5M 100k 24.75
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.1 $2.5M 29k 83.36
AvalonBay Communities (AVB) 1.9 $2.2M 8.7k 248.33
Invesco Activly Mangd Etc Optimum Yield (PDBC) 1.7 $2.0M 114k 17.64
Expedia Group Com New (EXPE) 1.6 $1.9M 9.5k 195.68
Select Sector Spdr Tr Energy (XLE) 1.5 $1.7M 22k 76.43
Paccar (PCAR) 1.4 $1.7M 19k 88.04
Chewy Cl A (CHWY) 1.4 $1.6M 39k 40.79
Thor Industries (THO) 1.3 $1.5M 19k 78.72
Graniteshares Platinum Tr Shs Ben Int (PLTM) 1.2 $1.4M 146k 9.68
Prologis (PLD) 1.2 $1.4M 8.7k 161.53
Encore Capital (ECPG) 1.2 $1.4M 22k 62.71
Ecolab (ECL) 1.1 $1.3M 7.4k 176.59
Hca Holdings (HCA) 1.1 $1.2M 4.9k 250.56
Metropcs Communications (TMUS) 1.1 $1.2M 9.6k 128.38
Constellation Brands Cl A (STZ) 1.1 $1.2M 5.3k 230.31
Pilgrim's Pride Corporation (PPC) 1.0 $1.1M 45k 25.10
Activision Blizzard 0.9 $1.1M 14k 80.11
Keurig Dr Pepper (KDP) 0.9 $1.1M 28k 37.91
Apple (AAPL) 0.8 $984k 5.6k 174.62
Ishares Tr Msci Acwi Etf (ACWI) 0.7 $828k 8.3k 99.81
Ishares Msci Sth Afr Etf (EZA) 0.7 $807k 15k 55.52
Pfizer (PFE) 0.7 $763k 15k 51.79
Valero Energy Corporation (VLO) 0.6 $742k 7.3k 101.60
Blackstone Group Inc Com Cl A (BX) 0.6 $691k 5.4k 126.98
Ssr Mining (SSRM) 0.5 $592k 27k 21.75
Compass Diversified Sh Ben Int (CODI) 0.5 $583k 25k 23.79
J P Morgan Exchange-traded F Equity Premium (JEPI) 0.5 $572k 9.3k 61.45
Broadcom (AVGO) 0.5 $565k 898.00 629.18
Suncor Energy (SU) 0.5 $562k 17k 32.59
Enbridge (ENB) 0.5 $559k 12k 46.11
Verizon Communications (VZ) 0.5 $542k 11k 50.93
Microsoft Corporation (MSFT) 0.5 $536k 1.7k 308.22
General Mills (GIS) 0.4 $525k 7.8k 67.70
Moelis & Co Cl A (MC) 0.4 $508k 11k 46.97
Equity Residential Sh Ben Int (EQR) 0.4 $501k 5.6k 89.95
Annaly Capital Management 0.4 $455k 65k 7.03
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $406k 1.5k 277.89
Altria (MO) 0.3 $405k 7.7k 52.31
Abbvie (ABBV) 0.3 $402k 2.5k 162.10
Corporate Office Pptys Tr Sh Ben Int (CDP) 0.3 $387k 14k 28.55
Healthcare Realty Trust Incorporated 0.3 $386k 14k 27.46
Main Street Capital Corporation (MAIN) 0.3 $326k 7.6k 42.63
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $314k 5.9k 53.08
Ishares Msci Israel Etf (EIS) 0.3 $307k 4.1k 74.19
Simplify Exchange Traded Fun Health Care Etf (PINK) 0.3 $302k 11k 27.10
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $300k 3.1k 97.72
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.3 $297k 8.7k 34.18
Tesla Motors (TSLA) 0.2 $272k 252.00 1079.37
Lyondellbasell Industries N Shs - A - (LYB) 0.2 $272k 2.6k 102.95
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $264k 4.4k 60.61
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.2 $258k 8.5k 30.40
Home Depot (HD) 0.2 $257k 858.00 299.53
Wisdomtree Tr Enhncd Cmmdty St (GCC) 0.2 $242k 9.6k 25.25
Thermo Fisher Scientific (TMO) 0.2 $242k 410.00 590.24
Union Pacific Corporation (UNP) 0.2 $230k 843.00 272.84
Owl Rock Capital Corporation (OBDC) 0.2 $208k 14k 14.75
Hercules Technology Growth Capital (HTGC) 0.2 $204k 11k 18.03
Apollo Invt Corp Com New (MFIC) 0.2 $201k 15k 13.24
Sono Tek (SOTK) 0.1 $82k 12k 6.78