Peak Financial Advisors

Peak Financial Advisors as of March 31, 2025

Portfolio Holdings for Peak Financial Advisors

Peak Financial Advisors holds 72 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Simplify Exchange Traded Fun Mbs Etf (MTBA) 9.4 $19M 369k 50.14
World Gold Tr Spdr Gld Minis (GLDM) 7.0 $14M 224k 61.89
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) 6.6 $13M 529k 24.68
Simplify Exchange Traded Fun Managed Futures (CTA) 4.9 $9.7M 327k 29.60
Vaneck Etf Trust Fallen Angel Hg (ANGL) 4.7 $9.2M 319k 28.86
Simplify Exchange Traded Fun Volatility Prem (SVOL) 4.6 $9.1M 502k 18.18
Ishares Tr Msci India Etf (INDA) 3.4 $6.7M 129k 51.48
Ishares Tr Jpmorgan Usd Emg (EMB) 3.3 $6.4M 71k 90.59
Tcw Etf Trust Flexible Income (FLXR) 3.0 $5.8M 149k 39.17
Apple (AAPL) 2.0 $3.9M 18k 222.13
Cintas Corporation (CTAS) 1.7 $3.4M 16k 205.53
3M Company (MMM) 1.7 $3.3M 23k 146.86
NVIDIA Corporation (NVDA) 1.7 $3.3M 30k 108.38
Costco Wholesale Corporation (COST) 1.7 $3.3M 3.5k 945.83
Amazon (AMZN) 1.6 $3.1M 16k 190.26
MarketAxess Holdings (MKTX) 1.6 $3.1M 14k 216.35
Waters Corporation (WAT) 1.6 $3.1M 8.3k 368.57
Netflix (NFLX) 1.5 $3.0M 3.2k 932.53
ResMed (RMD) 1.5 $3.0M 13k 223.85
Amphenol Corp Cl A (APH) 1.5 $3.0M 45k 65.59
W.W. Grainger (GWW) 1.5 $3.0M 3.0k 987.83
Msci (MSCI) 1.5 $3.0M 5.2k 565.50
Lockheed Martin Corporation (LMT) 1.5 $2.9M 6.6k 446.71
Fair Isaac Corporation (FICO) 1.5 $2.9M 1.6k 1844.16
Air Products & Chemicals (APD) 1.5 $2.9M 9.7k 294.92
American Express Company (AXP) 1.5 $2.9M 11k 269.06
Trane Technologies SHS (TT) 1.4 $2.8M 8.4k 336.92
Leidos Holdings (LDOS) 1.4 $2.8M 21k 134.94
Alphabet Cap Stk Cl A (GOOGL) 1.4 $2.8M 18k 154.64
Ishares Tr Expanded Tech (IGV) 1.4 $2.7M 31k 88.99
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.4 $2.7M 30k 91.53
Oracle Corporation (ORCL) 1.4 $2.7M 19k 139.81
Deckers Outdoor Corporation (DECK) 1.3 $2.5M 22k 111.81
Canadian Natural Resources (CNQ) 1.2 $2.4M 77k 30.80
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.2 $2.3M 14k 170.89
Arista Networks Com Shs (ANET) 1.1 $2.2M 29k 77.48
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 1.0 $2.0M 23k 88.00
Select Sector Spdr Tr Energy (XLE) 0.9 $1.7M 18k 93.45
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.9 $1.7M 21k 78.85
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.8 $1.6M 8.5k 193.02
Global X Fds Global X Uranium (URA) 0.8 $1.5M 66k 22.92
Spdr Ser Tr S&p Homebuild (XHB) 0.7 $1.3M 13k 96.90
NVR (NVR) 0.6 $1.1M 153.00 7244.39
Etf Opportunities Trust Smi 3fourteen Fu (FCTE) 0.4 $876k 35k 25.11
Select Sector Spdr Tr Financial (XLF) 0.4 $844k 17k 49.81
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $766k 12k 65.76
American Healthcare Reit Com Shs (AHR) 0.4 $761k 25k 30.30
At&t (T) 0.4 $711k 25k 28.28
Kinder Morgan (KMI) 0.3 $684k 24k 28.53
Gilead Sciences (GILD) 0.3 $677k 6.0k 112.05
Altria (MO) 0.3 $604k 10k 60.02
Wec Energy Group (WEC) 0.3 $582k 5.3k 108.98
Enbridge (ENB) 0.3 $543k 12k 44.31
Select Sector Spdr Tr Communication (XLC) 0.3 $537k 5.6k 96.45
Moelis & Co Cl A (MC) 0.3 $500k 8.6k 58.36
American Tower Reit (AMT) 0.3 $497k 2.3k 217.62
Vici Pptys (VICI) 0.3 $493k 15k 32.62
Saba Capital Income & Oprnt Shs New (BRW) 0.2 $483k 62k 7.76
National Retail Properties (NNN) 0.2 $478k 11k 42.65
Onemain Holdings (OMF) 0.2 $477k 9.8k 48.88
National Storage Affiliates Com Shs Ben In (NSA) 0.2 $472k 12k 39.40
Compass Diversified Sh Ben Int (CODI) 0.2 $460k 25k 18.67
Stag Industrial (STAG) 0.2 $449k 12k 36.12
Starwood Property Trust (STWD) 0.2 $446k 23k 19.77
Spdr Ser Tr Portfli High Yld (SPHY) 0.2 $358k 15k 23.42
Boise Cascade (BCC) 0.2 $356k 3.6k 98.09
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $321k 889.00 361.09
Union Pacific Corporation (UNP) 0.2 $303k 1.3k 236.24
Microsoft Corporation (MSFT) 0.1 $278k 740.00 375.39
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $271k 6.5k 41.85
Healthcare Rlty Tr Cl A Com (HR) 0.1 $193k 11k 16.90
Sono Tek (SOTK) 0.0 $53k 15k 3.64