Peak Financial Advisors

Peak Financial Advisors as of Dec. 31, 2023

Portfolio Holdings for Peak Financial Advisors

Peak Financial Advisors holds 71 positions in its portfolio as reported in the December 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) 7.5 $11M 457k 24.56
Simplify Exchange Traded Fun Short Term Trea (TUA) 6.9 $10M 446k 23.15
World Gold Tr Spdr Gld Minis (GLDM) 6.1 $9.1M 222k 40.91
Simplify Exchange Traded Fun Volatility Prem (SVOL) 4.0 $6.0M 263k 22.78
Ishares Tr Msci India Etf (INDA) 4.0 $5.9M 122k 48.81
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 3.7 $5.6M 107k 52.52
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 3.6 $5.3M 183k 29.02
Simplify Exchange Traded Fun Managed Futures (CTA) 3.5 $5.2M 221k 23.60
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 3.4 $5.0M 59k 84.87
Apple (AAPL) 2.3 $3.4M 18k 192.53
Select Sector Spdr Tr Energy (XLE) 2.0 $3.0M 36k 83.84
Zoetis Cl A (ZTS) 1.9 $2.8M 14k 197.37
D.R. Horton (DHI) 1.8 $2.8M 18k 151.98
Pulte (PHM) 1.8 $2.7M 26k 103.22
Costco Wholesale Corporation (COST) 1.8 $2.7M 4.1k 660.08
Rockwell Automation (ROK) 1.8 $2.7M 8.7k 310.48
Amazon (AMZN) 1.8 $2.7M 18k 151.94
Spdr Ser Tr S&p Homebuild (XHB) 1.8 $2.7M 28k 95.66
FleetCor Technologies 1.7 $2.6M 9.2k 282.61
Applied Materials (AMAT) 1.7 $2.6M 16k 162.07
Lam Research Corporation (LRCX) 1.7 $2.6M 3.3k 783.26
Abbvie (ABBV) 1.7 $2.6M 17k 154.97
Canadian Natural Resources (CNQ) 1.7 $2.5M 39k 65.52
Arista Networks (ANET) 1.7 $2.5M 11k 235.51
Deere & Company (DE) 1.7 $2.5M 6.3k 399.87
Alphabet Cap Stk Cl A (GOOGL) 1.7 $2.5M 18k 139.69
Cisco Systems (CSCO) 1.6 $2.5M 49k 50.52
Microsoft Corporation (MSFT) 1.6 $2.4M 6.5k 376.04
Lockheed Martin Corporation (LMT) 1.6 $2.3M 5.2k 453.24
Eli Lilly & Co. (LLY) 1.6 $2.3M 4.0k 582.92
Old Dominion Freight Line (ODFL) 1.6 $2.3M 5.7k 405.33
Capri Holdings SHS (CPRI) 1.5 $2.3M 46k 50.24
Northrop Grumman Corporation (NOC) 1.5 $2.3M 4.9k 468.14
Verisk Analytics (VRSK) 1.5 $2.3M 9.5k 238.86
Oracle Corporation (ORCL) 1.5 $2.2M 21k 105.43
Ishares Tr Latn Amer 40 Etf (ILF) 1.5 $2.2M 76k 29.06
Global X Fds Global X Uranium (URA) 1.2 $1.8M 66k 27.69
Select Sector Spdr Tr Communication (XLC) 0.8 $1.2M 16k 72.66
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $758k 14k 55.90
Select Sector Spdr Tr Technology (XLK) 0.5 $757k 3.9k 192.48
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.5 $700k 3.9k 178.81
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.4 $671k 4.0k 168.54
Ishares Msci Emrg Chn (EMXC) 0.4 $610k 11k 55.41
Compass Diversified Sh Ben Int (CODI) 0.4 $532k 24k 22.45
American Tower Reit (AMT) 0.3 $516k 2.4k 215.88
National Storage Affiliates Com Shs Ben In (NSA) 0.3 $503k 12k 41.47
National Retail Properties (NNN) 0.3 $482k 11k 43.10
Moelis & Co Cl A (MC) 0.3 $475k 8.5k 56.13
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $462k 4.7k 99.25
Fidelity National Financial Fnf Group Com (FNF) 0.3 $451k 8.8k 51.02
At&t (T) 0.3 $444k 27k 16.78
Enbridge (ENB) 0.3 $438k 12k 36.02
Kinder Morgan (KMI) 0.3 $425k 24k 17.64
Vici Pptys (VICI) 0.3 $421k 13k 31.88
Healthcare Rlty Tr Cl A Com (HR) 0.3 $419k 24k 17.23
Gilead Sciences (GILD) 0.3 $418k 5.2k 81.01
Altria (MO) 0.3 $418k 10k 40.34
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO) 0.3 $412k 8.3k 49.42
Stag Industrial (STAG) 0.3 $407k 10k 39.26
Comcast Corp Cl A (CMCSA) 0.3 $403k 9.2k 43.85
Ssr Mining (SSRM) 0.2 $354k 33k 10.73
Spdr Ser Tr S&p Ins Etf (KIE) 0.2 $348k 7.7k 45.22
Saba Capital Income & Oprnt Shs New (BRW) 0.2 $339k 44k 7.71
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $302k 996.00 303.17
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $278k 679.00 409.52
Heico Corp Cl A (HEI.A) 0.2 $233k 1.6k 142.44
Illinois Tool Works (ITW) 0.2 $232k 886.00 261.94
Spdr Ser Tr Portfli High Yld (SPHY) 0.2 $226k 9.7k 23.38
Union Pacific Corporation (UNP) 0.2 $226k 918.00 245.62
Thermo Fisher Scientific (TMO) 0.1 $218k 410.00 530.79
Sono Tek (SOTK) 0.1 $79k 15k 5.41