Peak Financial Advisors

Peak Financial Advisors as of Sept. 30, 2023

Portfolio Holdings for Peak Financial Advisors

Peak Financial Advisors holds 52 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) 13.1 $12M 487k 24.88
Simplify Exchange Traded Fun Short Term Trea (TUA) 10.7 $9.9M 452k 21.84
World Gold Tr Spdr Gld Minis (GLDM) 8.7 $8.1M 220k 36.66
Simplify Exchange Traded Fun Managed Futures (CTA) 6.3 $5.8M 211k 27.55
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 5.8 $5.4M 107k 50.24
Ishares Tr Msci India Etf (INDA) 5.7 $5.3M 119k 44.22
Select Sector Spdr Tr Energy (XLE) 5.7 $5.2M 58k 90.39
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 4.8 $4.4M 170k 26.15
Simplify Exchange Traded Fun Volatility Prem (SVOL) 4.6 $4.3M 191k 22.51
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 3.2 $2.9M 39k 75.84
Global X Fds Global X Uranium (URA) 2.7 $2.5M 91k 27.04
Amazon (AMZN) 2.6 $2.4M 19k 127.12
Apple (AAPL) 2.6 $2.4M 14k 171.21
Canadian Natural Resources (CNQ) 2.6 $2.4M 37k 64.67
Rockwell Automation (ROK) 2.5 $2.3M 8.0k 285.87
Costco Wholesale Corporation (COST) 2.4 $2.2M 4.0k 564.96
Lifestance Health Group (LFST) 2.1 $2.0M 289k 6.87
Ishares Tr Latn Amer 40 Etf (ILF) 1.7 $1.6M 62k 25.56
Select Sector Spdr Tr Technology (XLK) 1.0 $917k 5.6k 163.93
Select Sector Spdr Tr Communication (XLC) 0.6 $580k 8.8k 65.57
Ishares Msci Emrg Chn (EMXC) 0.6 $540k 11k 49.83
Ssr Mining (SSRM) 0.5 $438k 33k 13.29
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $415k 8.3k 50.26
Altria (MO) 0.4 $380k 9.0k 42.05
Compass Diversified Sh Ben Int (CODI) 0.4 $370k 20k 18.77
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.4 $368k 2.5k 147.41
Illinois Tool Works (ITW) 0.4 $365k 1.6k 230.31
Comcast Corp Cl A (CMCSA) 0.4 $359k 8.1k 44.34
At&t (T) 0.4 $355k 24k 15.02
Kinder Morgan (KMI) 0.4 $353k 21k 16.58
Enbridge (ENB) 0.4 $348k 11k 33.19
Moelis & Co Cl A (MC) 0.4 $345k 7.7k 45.13
Physicians Realty Trust 0.4 $340k 28k 12.19
National Storage Affiliates Com Shs Ben In (NSA) 0.4 $329k 10k 31.74
American Tower Reit (AMT) 0.4 $325k 2.0k 164.45
Healthcare Rlty Tr Cl A Com (HR) 0.3 $316k 21k 15.27
Fidelity National Financial Fnf Group Com (FNF) 0.3 $307k 7.4k 41.30
National Retail Properties (NNN) 0.3 $306k 8.6k 35.34
Microsoft Corporation (MSFT) 0.3 $298k 945.00 315.75
Vici Pptys (VICI) 0.3 $296k 10k 29.10
Stag Industrial (STAG) 0.3 $293k 8.5k 34.51
Gilead Sciences (GILD) 0.3 $287k 3.8k 74.94
Spdr Ser Tr Portfli High Yld (SPHY) 0.3 $271k 12k 22.42
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $265k 996.00 265.99
Select Sector Spdr Tr Indl (XLI) 0.3 $253k 2.5k 101.38
Monolithic Power Systems (MPWR) 0.2 $221k 478.00 462.00
General Mills (GIS) 0.2 $220k 3.4k 63.99
Union Pacific Corporation (UNP) 0.2 $214k 1.1k 203.63
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $212k 8.7k 24.34
Heico Corp Cl A (HEI.A) 0.2 $212k 1.6k 129.22
Thermo Fisher Scientific (TMO) 0.2 $208k 410.00 506.17
Sono Tek (SOTK) 0.1 $76k 15k 5.22