Peak Planning Group

Peak Planning Group as of June 30, 2022

Portfolio Holdings for Peak Planning Group

Peak Planning Group holds 78 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 14.3 $17M 45k 379.14
Apple (AAPL) 11.1 $13M 97k 136.72
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.8 $9.3M 33k 280.28
Alphabet Cap Stk Cl C (GOOG) 6.2 $7.4M 3.4k 2187.76
Microsoft Corporation (MSFT) 4.0 $4.8M 19k 256.83
Amazon (AMZN) 3.4 $4.0M 38k 106.21
First Tr Exchange-traded Risng Divd Achiv (RDVY) 3.4 $4.0M 98k 40.92
Indexiq Active Etf Tr Iq Mackay Insred (MMIN) 3.2 $3.8M 157k 24.27
First Tr Inter Duration Pfd & Income (FPF) 2.5 $2.9M 156k 18.68
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.5 $2.9M 22k 134.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.2 $2.7M 7.1k 377.23
Alphabet Cap Stk Cl A (GOOGL) 1.8 $2.1M 979.00 2179.26
Ishares Tr Core S&p Scp Etf (IJR) 1.8 $2.1M 23k 92.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $2.1M 7.6k 273.02
Spdr Gold Tr Gold Shs (GLD) 1.7 $2.1M 12k 168.46
JPMorgan Chase & Co. (JPM) 1.4 $1.6M 15k 112.61
First Tr Exchange-traded First Tr Enh New (FTSM) 1.3 $1.6M 27k 59.38
Select Sector Spdr Tr Energy (XLE) 1.3 $1.5M 21k 71.51
Visa Com Cl A (V) 1.2 $1.5M 7.5k 196.91
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 1.2 $1.5M 27k 54.66
Exxon Mobil Corporation (XOM) 1.2 $1.4M 16k 85.64
First Tr Exchange Traded Finls Alphadex (FXO) 1.1 $1.3M 33k 38.85
Kla Corp Com New (KLAC) 0.9 $1.1M 3.3k 319.11
Devon Energy Corporation (DVN) 0.9 $1.0M 19k 55.11
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.8 $1.0M 20k 49.92
Tesla Motors (TSLA) 0.8 $996k 1.5k 673.42
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.8 $991k 37k 26.76
American Centy Etf Tr Quality Divrsfed (QINT) 0.8 $958k 25k 39.13
Home Depot (HD) 0.8 $933k 3.4k 274.26
Nexstar Media Group Cl A (NXST) 0.8 $928k 5.7k 162.88
Johnson & Johnson (JNJ) 0.7 $832k 4.7k 177.51
Intel Corporation (INTC) 0.7 $825k 22k 37.41
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.7 $798k 15k 52.03
Ishares Core Msci Emkt (IEMG) 0.6 $724k 15k 49.06
Chevron Corporation (CVX) 0.6 $723k 5.0k 144.77
Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.6 $722k 9.4k 76.84
Verizon Communications (VZ) 0.6 $718k 14k 50.75
Southern Company (SO) 0.6 $712k 10k 71.31
Merck & Co (MRK) 0.6 $710k 7.8k 91.16
Advanced Micro Devices (AMD) 0.6 $710k 9.3k 76.47
Ishares Tr Select Divid Etf (DVY) 0.6 $704k 6.0k 117.67
Abbvie (ABBV) 0.6 $656k 4.3k 153.16
Ishares Tr Msci India Etf (INDA) 0.5 $637k 16k 39.37
Eaton Corp SHS (ETN) 0.5 $588k 4.7k 126.00
Marathon Petroleum Corp (MPC) 0.5 $587k 7.1k 82.21
Ishares Tr Core Msci Eafe (IEFA) 0.5 $552k 9.4k 58.85
Select Sector Spdr Tr Technology (XLK) 0.4 $428k 3.4k 127.10
First Tr Exchange Traded Hlth Care Alph (FXH) 0.3 $405k 3.9k 103.12
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.3 $403k 2.7k 147.63
Union Pacific Corporation (UNP) 0.3 $392k 1.8k 213.27
Wells Fargo & Company (WFC) 0.3 $386k 9.9k 39.17
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $369k 7.3k 50.55
Totalenergies Se Sponsored Ads 0.3 $357k 6.8k 52.64
American Centy Etf Tr Focused Lrg Cap (FLV) 0.3 $356k 6.3k 56.70
Wal-Mart Stores (WMT) 0.3 $351k 2.9k 121.58
Air Products & Chemicals (APD) 0.3 $329k 1.4k 240.55
Lowe's Companies (LOW) 0.3 $321k 1.8k 174.65
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $311k 752.00 413.58
Cheniere Energy Com New (LNG) 0.2 $296k 2.2k 133.03
Cisco Systems (CSCO) 0.2 $295k 6.9k 42.64
Motorola Solutions Com New (MSI) 0.2 $282k 1.3k 209.63
Applied Materials (AMAT) 0.2 $280k 3.1k 90.99
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $271k 3.9k 69.92
Cme (CME) 0.2 $260k 1.3k 204.76
Chubb (CB) 0.2 $250k 1.3k 196.51
Broadcom (AVGO) 0.2 $247k 509.00 485.83
ConocoPhillips (COP) 0.2 $240k 2.7k 89.80
S&p Global (SPGI) 0.2 $237k 703.00 337.11
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $237k 3.5k 68.37
Ishares Tr Cybersecurity (IHAK) 0.2 $226k 6.4k 35.03
NVIDIA Corporation (NVDA) 0.2 $224k 1.5k 151.62
Meta Platforms Cl A (META) 0.2 $218k 1.4k 161.25
Procter & Gamble Company (PG) 0.2 $217k 1.5k 143.77
Medtronic SHS (MDT) 0.2 $217k 2.4k 89.73
Vanguard World Mega Cap Index (MGC) 0.2 $215k 1.6k 131.83
Equinor Asa Sponsored Adr (EQNR) 0.2 $212k 6.1k 34.76
First Tr Value Line Divid In SHS (FVD) 0.2 $201k 5.2k 38.81
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.2 $192k 11k 17.23