Peak Financial Advisors

Peak Financial Advisors as of June 30, 2023

Portfolio Holdings for Peak Financial Advisors

Peak Financial Advisors holds 68 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 6.4 $8.1M 102k 79.79
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) 5.6 $7.2M 288k 25.02
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 5.4 $6.9M 231k 29.90
Simplify Exchange Traded Fun Managed Futures (CTA) 5.4 $6.8M 268k 25.50
Simplify Exchange Traded Fun Short Term Trea (TUA) 5.0 $6.3M 279k 22.68
Simplify Exchange Traded Fun Macro Strategy (FIG) 4.2 $5.4M 230k 23.34
World Gold Tr Spdr Gld Minis (GLDM) 4.1 $5.2M 138k 38.09
Proshares Tr Shrt Hgh Yield (SJB) 3.9 $4.9M 268k 18.32
Agf Invts Tr Us Market Netrl (BTAL) 3.9 $4.9M 262k 18.76
Ishares Msci Emrg Chn (EMXC) 3.3 $4.2M 82k 51.98
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 3.1 $4.0M 78k 51.54
Spdr Ser Tr Hlth Cr Equip (XHE) 2.7 $3.5M 36k 98.40
Rockwell Automation (ROK) 2.0 $2.6M 7.9k 329.45
Lifestance Health Group (LFST) 2.0 $2.5M 278k 9.13
Nike CL B (NKE) 1.9 $2.5M 22k 110.37
Costco Wholesale Corporation (COST) 1.9 $2.4M 4.5k 538.38
Apple (AAPL) 1.9 $2.4M 12k 193.97
Activision Blizzard 1.9 $2.4M 28k 84.30
Hca Holdings (HCA) 1.7 $2.2M 7.2k 303.48
Xcel Energy (XEL) 1.7 $2.2M 35k 62.17
McDonald's Corporation (MCD) 1.7 $2.1M 7.1k 298.41
Amazon (AMZN) 1.6 $2.1M 16k 130.36
Ishares Tr Us Aer Def Etf (ITA) 1.6 $2.0M 18k 116.67
Williams Companies (WMB) 1.6 $2.0M 62k 32.63
Select Sector Spdr Tr Communication (XLC) 1.6 $2.0M 31k 65.08
Charles Schwab Corporation (SCHW) 1.6 $2.0M 35k 56.68
Perrigo SHS (PRGO) 1.5 $2.0M 58k 33.95
Global X Fds Global X Uranium (URA) 1.5 $1.9M 89k 21.70
Expedia Group Com New (EXPE) 1.5 $1.9M 17k 109.39
Physicians Realty Trust 1.5 $1.9M 133k 13.99
Canadian Natural Resources (CNQ) 1.4 $1.8M 32k 56.26
Union Pacific Corporation (UNP) 1.4 $1.7M 8.5k 204.62
Microsoft Corporation (MSFT) 1.3 $1.7M 5.0k 340.54
Albemarle Corporation (ALB) 1.3 $1.6M 7.1k 223.09
Pepsi (PEP) 1.1 $1.4M 7.7k 185.22
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.9 $1.2M 22k 55.33
Spdr Ser Tr S&p Divid Etf (SDY) 0.9 $1.1M 9.3k 122.58
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $566k 11k 52.11
Ishares Tr Msci Acwi Etf (ACWI) 0.4 $538k 5.6k 95.94
Ssr Mining (SSRM) 0.4 $468k 33k 14.18
Spdr Ser Tr Portfli High Yld (SPHY) 0.3 $428k 19k 22.84
Ryman Hospitality Pptys (RHP) 0.3 $407k 4.4k 92.92
Enbridge (ENB) 0.3 $404k 11k 37.15
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.3 $403k 16k 25.37
Select Sector Spdr Tr Energy (XLE) 0.3 $384k 4.7k 81.17
Altria (MO) 0.3 $382k 8.4k 45.30
Compass Diversified Sh Ben Int (CODI) 0.3 $381k 18k 21.69
At&t (T) 0.3 $374k 24k 15.95
American Tower Reit (AMT) 0.3 $351k 1.8k 193.94
Vanguard World Mega Cap Val Etf (MGV) 0.3 $349k 3.4k 103.76
Comcast Corp Cl A (CMCSA) 0.3 $349k 8.4k 41.55
Vici Pptys (VICI) 0.3 $340k 11k 31.43
Illinois Tool Works (ITW) 0.3 $340k 1.4k 250.16
Broadcom (AVGO) 0.3 $331k 382.00 867.43
Corning Incorporated (GLW) 0.2 $296k 8.5k 35.04
Moelis & Co Cl A (MC) 0.2 $294k 6.5k 45.34
Select Sector Spdr Tr Technology (XLK) 0.2 $291k 1.7k 173.86
Caretrust Reit (CTRE) 0.2 $290k 15k 19.86
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $282k 1.0k 275.18
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $279k 1.8k 151.98
Gilead Sciences (GILD) 0.2 $266k 3.5k 77.07
National Retail Properties (NNN) 0.2 $252k 5.9k 42.79
Heico Corp Cl A (HEI.A) 0.2 $230k 1.6k 140.60
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.2 $228k 8.2k 27.63
Stag Industrial (STAG) 0.2 $224k 6.3k 35.88
Thermo Fisher Scientific (TMO) 0.2 $214k 410.00 521.75
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $138k 10k 13.61
Sono Tek (SOTK) 0.1 $79k 15k 5.41