Peak Planning Group

Peak Planning Group as of Dec. 31, 2021

Portfolio Holdings for Peak Planning Group

Peak Planning Group holds 83 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 14.1 $19M 40k 476.98
Apple (AAPL) 12.0 $16M 91k 177.57
Invesco Qqq Tr Unit Ser 1 (QQQ) 9.5 $13M 32k 397.86
Alphabet Cap Stk Cl C (GOOG) 5.9 $8.0M 2.7k 2894.11
Amazon (AMZN) 5.0 $6.8M 2.0k 3334.34
Microsoft Corporation (MSFT) 3.3 $4.4M 13k 336.31
First Tr Exchange-traded Risng Divd Achiv (RDVY) 3.1 $4.2M 81k 51.79
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.5 $3.4M 7.1k 475.01
First Tr Inter Duration Pfd & Income (FPF) 2.4 $3.2M 130k 24.54
Ishares Tr Core S&p Scp Etf (IJR) 2.2 $2.9M 26k 114.51
First Tr Exchange-traded First Tr Enh New (FTSM) 1.7 $2.3M 39k 59.80
Alphabet Cap Stk Cl A (GOOGL) 1.7 $2.3M 791.00 2897.04
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 1.6 $2.2M 30k 74.18
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.6 $2.2M 13k 162.74
Spdr Gold Tr Gold Shs (GLD) 1.5 $2.1M 12k 170.96
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $2.0M 6.6k 299.00
JPMorgan Chase & Co. (JPM) 1.3 $1.8M 11k 158.35
Visa Com Cl A (V) 1.3 $1.7M 7.8k 216.72
Kla Corp Com New (KLAC) 1.1 $1.5M 3.5k 430.15
First Tr Exchange Traded Finls Alphadex (FXO) 1.1 $1.5M 32k 46.28
Tesla Motors (TSLA) 1.0 $1.4M 1.3k 1056.78
Home Depot (HD) 1.0 $1.4M 3.3k 415.01
Intel Corporation (INTC) 0.9 $1.2M 23k 51.50
American Centy Etf Tr Quality Divrsfed (QINT) 0.9 $1.2M 23k 51.44
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.8 $1.1M 17k 63.32
Ishares Core Msci Emkt (IEMG) 0.8 $1.0M 17k 59.86
Exxon Mobil Corporation (XOM) 0.7 $971k 16k 61.19
First Tr Exchange Traded Cloud Computing (SKYY) 0.7 $946k 9.1k 104.31
Advanced Micro Devices (AMD) 0.6 $841k 5.8k 143.90
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.6 $817k 16k 50.73
Verizon Communications (VZ) 0.6 $807k 16k 51.96
Ishares Tr Core Msci Eafe (IEFA) 0.6 $780k 11k 74.64
Devon Energy Corporation (DVN) 0.6 $780k 18k 44.05
Ishares Tr Msci India Etf (INDA) 0.6 $759k 17k 45.84
Eaton Corp SHS (ETN) 0.5 $743k 4.3k 172.83
Ishares Tr Select Divid Etf (DVY) 0.5 $738k 6.0k 122.59
Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.5 $731k 9.5k 76.96
Johnson & Johnson (JNJ) 0.5 $731k 4.3k 171.06
Nexstar Media Group Cl A (NXST) 0.5 $721k 4.8k 150.98
Applied Materials (AMAT) 0.5 $720k 4.6k 157.37
Southern Company (SO) 0.5 $710k 10k 68.58
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.5 $688k 3.3k 210.81
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.5 $675k 33k 20.32
Wal-Mart Stores (WMT) 0.5 $639k 4.4k 144.69
Meta Platforms Cl A (META) 0.5 $622k 1.8k 336.35
Select Sector Spdr Tr Technology (XLK) 0.4 $597k 3.4k 173.86
NVIDIA Corporation (NVDA) 0.4 $578k 2.0k 294.17
Chevron Corporation (CVX) 0.4 $572k 4.9k 117.34
Merck & Co (MRK) 0.4 $547k 7.1k 76.63
Abbvie (ABBV) 0.4 $534k 3.9k 135.39
Wells Fargo & Company (WFC) 0.4 $502k 11k 47.98
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.4 $497k 22k 23.06
First Tr Exchange Traded Hlth Care Alph (FXH) 0.4 $496k 4.0k 124.16
Lowe's Companies (LOW) 0.4 $480k 1.9k 258.45
Cisco Systems (CSCO) 0.3 $462k 7.3k 63.37
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $462k 8.6k 53.88
Union Pacific Corporation (UNP) 0.3 $430k 1.7k 251.97
Air Products & Chemicals (APD) 0.3 $400k 1.3k 304.19
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $389k 752.00 517.60
Motorola Solutions Com New (MSI) 0.3 $378k 1.4k 271.76
Totalenergies Se Sponsored Ads 0.3 $360k 7.3k 49.46
S&p Global (SPGI) 0.2 $330k 700.00 471.93
American Centy Etf Tr Focused Lrg Cap (FLV) 0.2 $302k 4.9k 61.18
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $293k 3.5k 84.55
Cme (CME) 0.2 $291k 1.3k 228.38
Netflix (NFLX) 0.2 $272k 451.00 602.44
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.2 $267k 4.8k 56.13
Chubb (CB) 0.2 $267k 1.4k 193.37
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $263k 3.3k 79.74
Comcast Corp Cl A (CMCSA) 0.2 $260k 5.2k 50.33
Accenture Plc Ireland Shs Class A (ACN) 0.2 $256k 618.00 414.41
Ishares Tr Tips Bd Etf (TIP) 0.2 $254k 2.0k 129.20
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.2 $244k 5.1k 47.92
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $243k 5.5k 44.36
Marathon Petroleum Corp (MPC) 0.2 $233k 3.6k 63.98
Medtronic SHS (MDT) 0.2 $223k 2.2k 103.44
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $222k 4.4k 49.99
Target Corporation (TGT) 0.2 $216k 934.00 231.54
Best Buy (BBY) 0.2 $211k 2.1k 101.62
Qualcomm (QCOM) 0.2 $209k 1.1k 182.92
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $205k 2.4k 87.01
Evoqua Water Technologies Corp 0.1 $203k 4.3k 46.75
Ark Etf Tr Innovation Etf (ARKK) 0.1 $201k 2.1k 94.57