Peak Financial Advisors

Peak Financial Advisors as of Dec. 31, 2024

Portfolio Holdings for Peak Financial Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Simplify Exchange Traded Fun Mbs Etf (MTBA) 9.3 $18M 361k 49.69
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) 6.7 $13M 525k 24.54
World Gold Tr Spdr Gld Minis (GLDM) 6.1 $12M 226k 51.99
Spdr Ser Tr Portfolio S&p500 (SPYM) 5.8 $11M 162k 68.94
Simplify Exchange Traded Fun Volatility Prem (SVOL) 5.3 $10M 487k 20.79
Simplify Exchange Traded Fun Managed Futures (CTA) 4.7 $9.1M 325k 27.89
Vaneck Etf Trust Fallen Angel Hg (ANGL) 4.2 $8.2M 285k 28.67
Ishares Tr Msci India Etf (INDA) 3.4 $6.5M 124k 52.64
Ishares Tr Jpmorgan Usd Emg (EMB) 3.2 $6.2M 70k 89.04
Apple (AAPL) 2.2 $4.2M 17k 250.42
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.1 $4.0M 43k 92.73
Meta Platforms Cl A (META) 1.9 $3.7M 6.3k 585.51
Alphabet Cap Stk Cl A (GOOGL) 1.9 $3.6M 19k 189.30
Amazon (AMZN) 1.9 $3.6M 16k 219.39
Monolithic Power Systems (MPWR) 1.7 $3.2M 5.4k 591.70
Costco Wholesale Corporation (COST) 1.7 $3.2M 3.5k 916.31
American Express Company (AXP) 1.7 $3.2M 11k 296.80
Arista Networks Com Shs (ANET) 1.6 $3.1M 29k 110.53
Brown & Brown (BRO) 1.6 $3.0M 30k 102.02
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.6 $3.0M 30k 100.32
Trane Technologies SHS (TT) 1.6 $3.0M 8.2k 369.35
Pulte (PHM) 1.6 $3.0M 28k 108.90
ResMed (RMD) 1.5 $3.0M 13k 228.69
3M Company (MMM) 1.5 $2.9M 22k 129.09
Philip Morris International (PM) 1.5 $2.8M 24k 120.35
Netflix (NFLX) 1.5 $2.8M 3.2k 891.32
NetApp (NTAP) 1.4 $2.8M 24k 116.08
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.2 $2.4M 24k 98.47
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.2 $2.4M 14k 178.09
Canadian Natural Resources (CNQ) 1.2 $2.4M 77k 30.87
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 1.2 $2.3M 43k 54.89
Global X Fds Global X Uranium (URA) 0.9 $1.7M 65k 26.78
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.8 $1.6M 21k 75.69
Select Sector Spdr Tr Energy (XLE) 0.8 $1.6M 19k 85.66
Lockheed Martin Corporation (LMT) 0.8 $1.6M 3.2k 485.94
Spdr Ser Tr S&p Homebuild (XHB) 0.7 $1.3M 13k 104.50
Colgate-Palmolive Company (CL) 0.7 $1.3M 15k 90.91
NVR (NVR) 0.6 $1.2M 151.00 8178.90
General Dynamics Corporation (GD) 0.6 $1.2M 4.6k 263.49
Hca Holdings (HCA) 0.6 $1.1M 3.7k 300.15
Applied Materials (AMAT) 0.6 $1.1M 6.7k 162.63
Mettler-Toledo International (MTD) 0.5 $1.1M 859.00 1223.68
Kla Corp Com New (KLAC) 0.5 $1.0M 1.6k 630.12
Etf Opportunities Trust Smi 3fourteen Fu (FCTE) 0.5 $926k 36k 25.93
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.4 $865k 4.1k 210.45
Select Sector Spdr Tr Financial (XLF) 0.4 $815k 17k 48.33
American Healthcare Reit Com Shs (AHR) 0.4 $714k 25k 28.42
Kinder Morgan (KMI) 0.3 $657k 24k 27.40
Moelis & Co Cl A (MC) 0.3 $618k 8.4k 73.88
At&t (T) 0.3 $596k 26k 22.77
Compass Diversified Sh Ben Int (CODI) 0.3 $584k 25k 23.08
Gilead Sciences (GILD) 0.3 $549k 5.9k 92.37
Select Sector Spdr Tr Communication (XLC) 0.3 $531k 5.5k 96.81
Enbridge (ENB) 0.3 $523k 12k 42.43
Altria (MO) 0.3 $520k 10k 52.29
Onemain Holdings (OMF) 0.3 $500k 9.6k 52.13
Wec Energy Group (WEC) 0.3 $493k 5.2k 94.03
Saba Capital Income & Oprnt Shs New (BRW) 0.2 $466k 61k 7.62
National Retail Properties (NNN) 0.2 $461k 11k 40.85
National Storage Affiliates Com Shs Ben In (NSA) 0.2 $454k 12k 37.91
Vici Pptys (VICI) 0.2 $444k 15k 29.21
NVIDIA Corporation (NVDA) 0.2 $434k 3.2k 134.29
Starwood Property Trust (STWD) 0.2 $426k 23k 18.95
Stag Industrial (STAG) 0.2 $420k 12k 33.82
American Tower Reit (AMT) 0.2 $419k 2.3k 183.42
Boise Cascade (BCC) 0.2 $411k 3.5k 118.86
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $366k 912.00 401.58
Spdr Ser Tr Portfli High Yld (SPHY) 0.2 $349k 15k 23.47
Microsoft Corporation (MSFT) 0.2 $324k 768.00 421.50
Union Pacific Corporation (UNP) 0.2 $293k 1.3k 228.04
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $284k 7.0k 40.67
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $279k 11k 24.99
Healthcare Rlty Tr Cl A Com (HR) 0.1 $181k 11k 16.95
Sono Tek (SOTK) 0.0 $58k 15k 4.01