Peak Financial Advisors

Peak Financial Advisors as of Sept. 30, 2024

Portfolio Holdings for Peak Financial Advisors

Peak Financial Advisors holds 74 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Simplify Exchange Traded Fun Mbs Etf (MTBA) 10.4 $20M 394k 51.48
Simplify Exchange Traded Fun Stable Incm Etf (BUCK) 6.4 $13M 510k 24.58
World Gold Tr Spdr Gld Minis (GLDM) 6.1 $12M 227k 52.13
Simplify Exchange Traded Fun Volatility Prem (SVOL) 5.4 $11M 480k 21.96
Simplify Exchange Traded Fun Managed Futures (CTA) 4.2 $8.2M 315k 26.00
Ishares Tr Msci India Etf (INDA) 3.7 $7.1M 122k 58.53
Ishares Tr Jpmorgan Usd Emg (EMB) 3.4 $6.5M 70k 93.58
Vaneck Etf Trust Fallen Angel Hg (ANGL) 3.0 $5.9M 200k 29.41
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 2.7 $5.3M 89k 59.28
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.1 $4.2M 43k 96.95
Pulte (PHM) 2.0 $4.0M 28k 143.53
Meta Platforms Cl A (META) 1.9 $3.6M 6.3k 572.44
Hubbell (HUBB) 1.7 $3.4M 7.9k 428.35
Microsoft Corporation (MSFT) 1.7 $3.3M 7.8k 430.30
Tractor Supply Company (TSCO) 1.7 $3.3M 11k 290.93
Arista Networks 1.7 $3.3M 8.6k 383.82
Alphabet Cap Stk Cl A (GOOGL) 1.6 $3.2M 19k 165.85
Applied Materials (AMAT) 1.6 $3.2M 16k 202.05
Costco Wholesale Corporation (COST) 1.6 $3.1M 3.5k 886.55
W.W. Grainger (GWW) 1.6 $3.1M 3.0k 1038.81
Mettler-Toledo International (MTD) 1.6 $3.1M 2.1k 1499.70
Amazon (AMZN) 1.6 $3.1M 17k 186.33
Synopsys (SNPS) 1.6 $3.1M 6.1k 506.39
Deckers Outdoor Corporation (DECK) 1.6 $3.1M 19k 159.45
Hp (HPQ) 1.6 $3.1M 86k 35.87
Kla Corp Com New (KLAC) 1.6 $3.0M 3.9k 774.41
General Dynamics Corporation (GD) 1.6 $3.0M 10k 302.20
Domino's Pizza (DPZ) 1.5 $3.0M 6.9k 430.14
American Express Company (AXP) 1.5 $2.9M 11k 271.20
NetApp (NTAP) 1.5 $2.9M 24k 123.51
Lam Research Corporation 1.5 $2.9M 3.6k 816.08
Martin Marietta Materials (MLM) 1.5 $2.8M 5.3k 538.25
McKesson Corporation (MCK) 1.3 $2.6M 5.3k 494.42
Canadian Natural Resources (CNQ) 1.3 $2.6M 78k 33.21
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.2 $2.4M 13k 179.30
Netflix (NFLX) 1.1 $2.2M 3.1k 709.27
Global X Fds Global X Uranium (URA) 1.0 $1.9M 65k 28.61
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.9 $1.7M 21k 80.78
Select Sector Spdr Tr Energy (XLE) 0.8 $1.6M 18k 87.80
Apple (AAPL) 0.6 $1.1M 4.9k 233.00
Etf Opportunities Trust Smi 3fourteen Fu (FCTE) 0.5 $913k 33k 27.70
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.4 $824k 4.1k 200.85
Select Sector Spdr Tr Financial (XLF) 0.4 $767k 17k 45.32
American Healthcare Reit Com Shs (AHR) 0.4 $703k 27k 26.10
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $666k 9.9k 67.51
National Storage Affiliates Com Shs Ben In (NSA) 0.3 $588k 12k 48.20
Moelis & Co Cl A (MC) 0.3 $582k 8.5k 68.51
At&t (T) 0.3 $570k 26k 22.00
Compass Diversified Sh Ben Int (CODI) 0.3 $551k 25k 22.13
National Retail Properties (NNN) 0.3 $545k 11k 48.49
American Tower Reit (AMT) 0.3 $539k 2.3k 232.56
Kinder Morgan (KMI) 0.3 $535k 24k 22.09
Altria (MO) 0.3 $506k 9.9k 51.04
Gilead Sciences (GILD) 0.3 $506k 6.0k 83.85
Wec Energy Group (WEC) 0.3 $499k 5.2k 96.19
Healthcare Rlty Tr Cl A Com (HR) 0.3 $497k 27k 18.15
Vici Pptys (VICI) 0.3 $496k 15k 33.31
Select Sector Spdr Tr Communication (XLC) 0.3 $496k 5.5k 90.40
Enbridge (ENB) 0.3 $495k 12k 40.61
Boise Cascade (BCC) 0.3 $488k 3.5k 140.98
Stag Industrial (STAG) 0.2 $471k 12k 39.09
Saba Capital Income & Oprnt Shs New (BRW) 0.2 $464k 61k 7.59
Starwood Property Trust (STWD) 0.2 $454k 22k 20.38
Onemain Holdings (OMF) 0.2 $437k 9.3k 47.07
NVIDIA Corporation (NVDA) 0.2 $378k 3.1k 121.44
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $376k 1.0k 375.38
Spdr Ser Tr Portfli High Yld (SPHY) 0.2 $363k 15k 24.05
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $356k 2.3k 154.02
Union Pacific Corporation (UNP) 0.2 $317k 1.3k 246.48
Thermo Fisher Scientific (TMO) 0.1 $228k 369.00 618.57
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $213k 8.1k 26.14
Heico Corp Cl A (HEI.A) 0.1 $209k 1.0k 203.76
Illinois Tool Works (ITW) 0.1 $202k 772.00 262.07
Sono Tek (SOTK) 0.0 $59k 15k 4.03