Peak Planning Group

Peak Planning Group as of Dec. 31, 2020

Portfolio Holdings for Peak Planning Group

Peak Planning Group holds 61 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 14.1 $12M 94k 132.69
Ishares Tr Core S&p500 Etf (IVV) 10.6 $9.3M 25k 375.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.9 $7.9M 31k 250.90
Amazon (AMZN) 7.7 $6.8M 2.1k 3256.93
Alphabet Cap Stk Cl C (GOOG) 5.0 $4.4M 2.5k 1751.98
Ishares Tr 1 3 Yr Treas Bd (SHY) 4.1 $3.6M 42k 86.38
First Tr Exchange-traded First Tr Enh New (FTSM) 3.9 $3.5M 58k 60.04
Spdr Gold Tr Gold Shs (GLD) 3.5 $3.1M 17k 178.36
Microsoft Corporation (MSFT) 3.1 $2.7M 12k 222.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.1 $2.7M 7.2k 373.90
First Tr Inter Duration Pfd & Income (FPF) 2.7 $2.4M 99k 24.05
Visa Com Cl A (V) 1.9 $1.6M 7.5k 218.73
Alphabet Cap Stk Cl A (GOOGL) 1.5 $1.4M 777.00 1752.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $1.2M 5.2k 231.87
Intel Corporation (INTC) 1.3 $1.2M 24k 49.82
JPMorgan Chase & Co. (JPM) 1.3 $1.1M 8.9k 127.07
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $1.1M 12k 91.90
Tesla Motors (TSLA) 1.2 $1.1M 1.5k 705.67
Kla Corp Com New (KLAC) 1.1 $937k 3.6k 258.93
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 1.1 $929k 14k 65.38
Verizon Communications (VZ) 1.0 $894k 15k 58.75
Southern Company (SO) 0.9 $826k 14k 61.43
Alibaba Group Hldg Sponsored Ads (BABA) 0.9 $825k 3.5k 232.73
First Tr Exchange Traded Finls Alphadex (FXO) 0.8 $740k 22k 34.28
At&t (T) 0.8 $708k 25k 28.76
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.8 $687k 4.2k 162.93
Home Depot (HD) 0.8 $676k 2.5k 265.69
Ishares Tr Msci India Etf (INDA) 0.7 $641k 16k 40.22
Exxon Mobil Corporation (XOM) 0.7 $628k 15k 41.22
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.7 $599k 11k 55.17
Wal-Mart Stores (WMT) 0.6 $552k 3.8k 144.14
Chevron Corporation (CVX) 0.6 $541k 6.4k 84.45
Ishares Core Msci Emkt (IEMG) 0.6 $501k 8.1k 62.04
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.6 $501k 3.2k 157.73
Ishares Tr Tips Bd Etf (TIP) 0.5 $480k 3.8k 127.67
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.5 $463k 3.4k 138.14
Facebook Cl A (META) 0.5 $461k 1.7k 273.16
Select Sector Spdr Tr Technology (XLK) 0.5 $453k 3.5k 130.03
Total Se Sponsored Ads 0.5 $453k 11k 41.91
First Tr Exchange Traded Cloud Computing (SKYY) 0.5 $453k 4.8k 95.03
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.5 $443k 6.6k 67.50
American Centy Etf Tr Quality Divrsfed (QINT) 0.5 $438k 9.1k 48.16
Vaneck Vectors Etf Tr Pharmaceutical (PPH) 0.5 $438k 6.6k 66.47
Netflix (NFLX) 0.5 $427k 790.00 540.73
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $425k 3.3k 127.54
First Tr Exchange Traded Hlth Care Alph (FXH) 0.5 $412k 3.8k 107.78
Abbvie (ABBV) 0.5 $411k 3.8k 107.16
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $353k 841.00 419.89
Wells Fargo & Company (WFC) 0.4 $325k 11k 30.18
Cisco Systems (CSCO) 0.3 $299k 6.7k 44.75
Lowe's Companies (LOW) 0.3 $298k 1.9k 160.49
American Centy Etf Tr Diversifid Crp (KORP) 0.3 $271k 5.1k 53.07
Johnson & Johnson (JNJ) 0.3 $249k 1.6k 157.35
Air Products & Chemicals (APD) 0.3 $245k 897.00 273.17
Comcast Corp Cl A (CMCSA) 0.3 $231k 4.4k 52.40
Amgen (AMGN) 0.3 $230k 1.0k 229.98
Union Pacific Corporation (UNP) 0.3 $229k 1.1k 208.18
Eaton Corp SHS (ETN) 0.3 $227k 1.9k 120.14
Merck & Co (MRK) 0.2 $220k 2.7k 81.80
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $216k 6.2k 34.81
Ark Etf Tr Innovation Etf (ARKK) 0.2 $202k 1.6k 124.49