Peak Financial Advisors

Peak Financial Advisors as of Dec. 31, 2022

Portfolio Holdings for Peak Financial Advisors

Peak Financial Advisors holds 66 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 1 3 Yr Treas Bd (SHY) 10.2 $11M 139k 81.17
Spdr Ser Tr Portfolio Agrgte (SPAB) 7.2 $7.9M 314k 25.13
Simplify Exchange Traded Fun Managed Futures (CTA) 6.3 $7.0M 267k 26.01
Agf Invts Tr Agfiq Us Mk Anti (BTAL) 5.8 $6.3M 299k 21.21
J P Morgan Exchange Traded F Equity Premium (JEPI) 5.6 $6.2M 113k 54.49
Vanguard World Mega Cap Val Etf (MGV) 4.6 $5.1M 49k 102.85
World Gold Tr Spdr Gld Minis (GLDM) 4.5 $5.0M 137k 36.19
Wisdomtree Tr Blmbg Us Bull (USDU) 4.1 $4.5M 172k 26.05
Proshares Tr Shrt Hgh Yield (SJB) 3.3 $3.6M 188k 19.00
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 2.9 $3.2M 73k 43.83
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.7 $2.9M 22k 135.85
Rockwell Automation (ROK) 2.2 $2.4M 9.4k 257.57
Metropcs Communications (TMUS) 2.2 $2.4M 17k 140.00
Xcel Energy (XEL) 2.1 $2.3M 32k 70.11
Activision Blizzard 1.9 $2.1M 27k 76.55
Spdr Ser Tr S&p Biotech (XBI) 1.8 $2.0M 24k 83.00
Hca Holdings (HCA) 1.8 $2.0M 8.4k 239.96
Williams Companies (WMB) 1.8 $2.0M 61k 32.90
Canadian Natural Resources (CNQ) 1.8 $2.0M 35k 55.53
Ishares Tr Us Aer Def Etf (ITA) 1.6 $1.7M 15k 111.86
Perrigo SHS (PRGO) 1.5 $1.7M 50k 34.09
Costco Wholesale Corporation (COST) 1.4 $1.6M 3.5k 456.50
Physicians Realty Trust 1.4 $1.5M 106k 14.47
Global X Fds Global X Uranium (URA) 1.4 $1.5M 76k 20.08
Thor Industries (THO) 1.3 $1.5M 19k 75.49
Select Sector Spdr Tr Energy (XLE) 1.3 $1.4M 16k 87.47
Expedia Group Com New (EXPE) 1.3 $1.4M 16k 87.60
Ishares Tr Expanded Tech (IGV) 1.3 $1.4M 5.4k 255.85
Vaneck Etf Trust Rare Earth/strtg (REMX) 1.2 $1.4M 18k 76.16
Amazon (AMZN) 1.2 $1.3M 15k 84.00
Albemarle Corporation (ALB) 1.2 $1.3M 5.8k 216.86
Constellation Brands Cl A (STZ) 1.1 $1.2M 5.2k 231.75
McDonald's Corporation (MCD) 1.0 $1.1M 4.2k 263.53
Apple (AAPL) 0.6 $671k 5.2k 129.93
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $649k 8.6k 75.19
Ssr Mining (SSRM) 0.5 $517k 33k 15.67
Ishares Tr Msci Acwi Etf (ACWI) 0.4 $484k 5.7k 84.88
General Mills (GIS) 0.4 $447k 5.3k 83.85
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $372k 8.3k 44.98
American Centy Etf Tr Diversified Mu (TAXF) 0.3 $366k 7.5k 48.93
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $346k 2.3k 151.65
Verizon Communications (VZ) 0.3 $323k 8.2k 39.40
At&t (T) 0.3 $315k 17k 18.41
Abbvie (ABBV) 0.3 $295k 1.8k 161.61
Altria (MO) 0.3 $295k 6.4k 45.71
Vici Pptys (VICI) 0.3 $287k 8.9k 32.40
Compass Diversified Sh Ben Int (CODI) 0.3 $282k 16k 18.23
Corporate Office Pptys Tr Sh Ben Int (CDP) 0.3 $275k 11k 25.94
Enbridge (ENB) 0.2 $263k 6.7k 39.10
Heico Corp Cl A (HEI.A) 0.2 $252k 2.1k 119.85
Pfizer (PFE) 0.2 $248k 4.8k 51.24
Moelis & Co Cl A (MC) 0.2 $245k 6.4k 38.37
Caretrust Reit (CTRE) 0.2 $240k 13k 18.58
Vanguard Index Fds Large Cap Etf (VV) 0.2 $239k 1.4k 174.20
Gilead Sciences (GILD) 0.2 $231k 2.7k 85.85
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $230k 1.1k 214.24
Getty Realty (GTY) 0.2 $227k 6.7k 33.85
Microsoft Corporation (MSFT) 0.2 $226k 942.00 239.82
Thermo Fisher Scientific (TMO) 0.2 $226k 410.00 550.69
Broadcom (AVGO) 0.2 $223k 399.00 559.13
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $217k 1.7k 125.11
Corning Incorporated (GLW) 0.2 $203k 6.4k 31.94
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $202k 1.8k 109.53
Black Hills Corporation (BKH) 0.2 $201k 2.9k 70.34
National Retail Properties (NNN) 0.2 $201k 4.4k 45.76
Sono Tek (SOTK) 0.1 $93k 15k 6.42