Peak Planning Group

Peak Planning Group as of March 31, 2021

Portfolio Holdings for Peak Planning Group

Peak Planning Group holds 75 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 11.3 $12M 95k 122.15
Ishares Tr Core S&p500 Etf (IVV) 11.2 $12M 29k 397.82
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.5 $8.8M 27k 319.13
Amazon (AMZN) 6.4 $6.6M 2.1k 3094.08
Alphabet Cap Stk Cl C (GOOG) 4.4 $4.5M 2.2k 2069.02
First Tr Exchange-traded First Tr Enh New (FTSM) 4.1 $4.2M 69k 59.97
Ishares Tr 1 3 Yr Treas Bd (SHY) 3.4 $3.4M 40k 86.25
Microsoft Corporation (MSFT) 2.9 $2.9M 13k 235.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.8 $2.9M 7.3k 396.37
Spdr Gold Tr Gold Shs (GLD) 2.7 $2.8M 17k 159.96
First Tr Inter Duration Pfd & Income (FPF) 2.4 $2.4M 101k 23.95
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $1.9M 7.5k 255.47
Alphabet Cap Stk Cl A (GOOGL) 1.7 $1.7M 834.00 2062.52
Visa Com Cl A (V) 1.6 $1.7M 7.9k 211.72
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $1.6M 15k 108.53
JPMorgan Chase & Co. (JPM) 1.5 $1.6M 10k 152.22
Intel Corporation (INTC) 1.5 $1.5M 24k 64.00
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 1.3 $1.3M 19k 67.98
Kla Corp Com New (KLAC) 1.1 $1.2M 3.5k 330.43
Tesla Motors (TSLA) 1.1 $1.1M 1.7k 667.93
First Tr Exchange Traded Finls Alphadex (FXO) 1.1 $1.1M 26k 41.60
Verizon Communications (VZ) 1.0 $1.1M 18k 58.15
First Tr Exchange-traded Cap Strength Etf (FTCS) 1.0 $1.0M 15k 70.82
Ark Etf Tr Innovation Etf (ARKK) 1.0 $995k 8.3k 119.94
Exxon Mobil Corporation (XOM) 0.9 $903k 16k 55.83
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.9 $897k 18k 50.78
Chevron Corporation (CVX) 0.8 $871k 8.3k 104.80
Home Depot (HD) 0.8 $839k 2.7k 305.18
Southern Company (SO) 0.8 $833k 13k 62.16
First Tr Exchange Traded Cloud Computing (SKYY) 0.8 $817k 8.5k 95.76
At&t (T) 0.7 $762k 25k 30.27
Alibaba Group Hldg Sponsored Ads (BABA) 0.7 $728k 3.2k 226.73
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.7 $690k 4.2k 164.27
Ishares Core Msci Emkt (IEMG) 0.7 $675k 11k 64.36
Ishares Tr Msci India Etf (INDA) 0.7 $670k 16k 42.18
American Centy Etf Tr Quality Divrsfed (QINT) 0.6 $657k 13k 49.93
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $613k 4.3k 141.67
Facebook Cl A (META) 0.6 $581k 2.0k 294.53
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.6 $579k 11k 54.68
Wal-Mart Stores (WMT) 0.6 $578k 4.3k 135.81
Vaneck Vectors Etf Tr Pharmaceutical (PPH) 0.5 $548k 7.9k 69.02
Applied Materials (AMAT) 0.5 $535k 4.0k 133.60
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.5 $523k 8.0k 65.71
Total Se Sponsored Ads 0.5 $485k 10k 46.54
Select Sector Spdr Tr Technology (XLK) 0.4 $455k 3.4k 132.80
Wells Fargo & Company (WFC) 0.4 $440k 11k 39.07
Netflix (NFLX) 0.4 $438k 840.00 521.66
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.4 $429k 8.4k 51.06
Ishares Tr Tips Bd Etf (TIP) 0.4 $427k 3.4k 125.52
First Tr Exchange Traded Hlth Care Alph (FXH) 0.4 $425k 3.9k 108.61
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $401k 841.00 476.28
Abbvie (ABBV) 0.4 $392k 3.6k 108.21
Cisco Systems (CSCO) 0.4 $362k 7.0k 51.71
Lowe's Companies (LOW) 0.3 $353k 1.9k 190.16
Johnson & Johnson (JNJ) 0.3 $342k 2.1k 164.34
Air Products & Chemicals (APD) 0.3 $320k 1.1k 281.38
Eaton Corp SHS (ETN) 0.3 $312k 2.3k 138.28
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $309k 2.4k 130.06
Union Pacific Corporation (UNP) 0.3 $300k 1.4k 220.36
Amgen (AMGN) 0.3 $276k 1.1k 248.83
Southwest Airlines (LUV) 0.3 $267k 4.4k 61.06
Merck & Co (MRK) 0.3 $266k 3.4k 77.09
American Centy Etf Tr Diversifid Crp (KORP) 0.3 $263k 5.1k 51.76
Motorola Solutions Com New (MSI) 0.3 $257k 1.4k 188.10
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $256k 6.3k 40.42
Comcast Corp Cl A (CMCSA) 0.2 $254k 4.7k 54.11
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $248k 2.8k 87.19
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.2 $239k 12k 20.15
Cme (CME) 0.2 $235k 1.2k 204.15
American Centy Etf Tr Focused Lrg Cap (FLV) 0.2 $229k 3.9k 57.95
Medtronic SHS (MDT) 0.2 $226k 1.9k 118.15
Porch Group (PRCH) 0.2 $204k 12k 17.70
Best Buy (BBY) 0.2 $204k 1.8k 114.82
Ishares Tr Core Msci Eafe (IEFA) 0.2 $202k 2.8k 72.04
Embraer Sponsored Ads (EMBJ) 0.1 $124k 12k 10.01