Peak Planning Group

Peak Planning Group as of Dec. 31, 2022

Portfolio Holdings for Peak Planning Group

Peak Planning Group holds 80 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 10.7 $12M 94k 129.93
Ishares Tr Core S&p500 Etf (IVV) 9.7 $11M 29k 384.21
Berkshire Hathaway Inc Del Cl B New (BRK.B) 6.8 $7.7M 25k 308.90
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.2 $5.9M 22k 266.29
Microsoft Corporation (MSFT) 4.0 $4.5M 19k 239.83
Alphabet Cap Stk Cl C (GOOG) 3.8 $4.3M 49k 88.73
First Tr Value Line Divid In SHS (FVD) 3.3 $3.7M 93k 39.91
First Tr Exchange-traded Risng Divd Achiv (RDVY) 3.2 $3.7M 84k 43.92
First Tr Inter Duration Pfd & Income (FPF) 2.5 $2.8M 167k 16.87
Amazon (AMZN) 2.3 $2.6M 31k 84.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.3 $2.6M 6.7k 382.45
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.0 $2.2M 16k 141.25
JPMorgan Chase & Co. (JPM) 1.9 $2.2M 16k 134.10
Applied Materials (AMAT) 1.9 $2.2M 22k 97.38
Select Sector Spdr Tr Energy (XLE) 1.9 $2.1M 24k 87.47
Indexiq Active Etf Tr Iq Mackay Insred (MMIN) 1.7 $1.9M 79k 23.75
Exxon Mobil Corporation (XOM) 1.6 $1.8M 16k 110.30
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.5 $1.7M 5.0k 331.37
Belpointe Prep Unit Rp Ltd Lb A (OZ) 1.5 $1.7M 17k 100.00
Alphabet Cap Stk Cl A (GOOGL) 1.4 $1.6M 18k 88.23
Visa Com Cl A (V) 1.3 $1.5M 7.1k 207.76
First Tr Exchange Traded Finls Alphadex (FXO) 1.2 $1.4M 33k 40.96
Devon Energy Corporation (DVN) 1.2 $1.3M 22k 61.51
Spdr Gold Tr Gold Shs (GLD) 1.1 $1.3M 7.7k 169.64
Kla Corp Com New (KLAC) 1.1 $1.2M 3.3k 377.07
Johnson & Johnson (JNJ) 1.0 $1.2M 6.6k 176.65
Marathon Petroleum Corp (MPC) 1.0 $1.1M 9.5k 116.39
Merck & Co (MRK) 0.9 $1.1M 9.6k 110.94
Home Depot (HD) 0.9 $1.0M 3.2k 315.81
Abbvie (ABBV) 0.9 $1000k 6.2k 161.61
American Centy Etf Tr Quality Divrsfed (QINT) 0.9 $972k 24k 39.85
Intel Corporation (INTC) 0.8 $919k 35k 26.43
Chevron Corporation (CVX) 0.8 $891k 5.0k 179.47
Cheniere Energy Com New (LNG) 0.7 $809k 5.4k 149.94
Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.7 $793k 10k 77.74
Eaton Corp SHS (ETN) 0.7 $761k 4.9k 156.94
Nexstar Media Group Common Stock (NXST) 0.6 $735k 4.2k 175.03
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.6 $729k 14k 50.45
Ishares Tr Select Divid Etf (DVY) 0.6 $727k 6.0k 120.59
Southern Company (SO) 0.6 $707k 9.9k 71.41
Ishares Tr Msci India Etf (INDA) 0.6 $668k 16k 41.74
Wal-Mart Stores (WMT) 0.6 $657k 4.6k 141.77
Air Products & Chemicals (APD) 0.6 $644k 2.1k 308.37
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.6 $626k 26k 24.49
Chubb (CB) 0.5 $558k 2.5k 220.62
Ishares Tr Core Msci Eafe (IEFA) 0.5 $555k 9.0k 61.64
Tesla Motors (TSLA) 0.5 $530k 4.3k 123.18
UnitedHealth (UNH) 0.5 $519k 979.00 530.28
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $507k 1.1k 442.67
Charles Schwab Corporation (SCHW) 0.4 $500k 6.0k 83.26
First Tr Exchange-traded First Tr Enh New (FTSM) 0.4 $462k 7.8k 59.44
Verizon Communications (VZ) 0.4 $451k 11k 39.40
Eli Lilly & Co. (LLY) 0.4 $430k 1.2k 365.69
First Tr Exchange Traded Hlth Care Alph (FXH) 0.4 $428k 3.9k 108.72
Medtronic SHS (MDT) 0.4 $419k 5.4k 77.72
Wells Fargo & Company (WFC) 0.4 $407k 9.9k 41.29
Totalenergies Se Sponsored Ads 0.3 $394k 6.3k 62.08
Select Sector Spdr Tr Technology (XLK) 0.3 $390k 3.1k 124.42
Goldman Sachs (GS) 0.3 $389k 1.1k 343.26
American Centy Etf Tr Focused Lrg Cap (FLV) 0.3 $377k 6.4k 58.80
Lowe's Companies (LOW) 0.3 $366k 1.8k 199.22
Union Pacific Corporation (UNP) 0.3 $347k 1.7k 207.11
Motorola Solutions Com New (MSI) 0.3 $331k 1.3k 257.78
Check Point Software Tech Lt Ord (CHKP) 0.3 $329k 2.6k 126.16
ConocoPhillips (COP) 0.3 $312k 2.6k 117.97
Marriott Intl Cl A (MAR) 0.3 $298k 2.0k 148.89
United Parcel Service CL B (UPS) 0.3 $295k 1.7k 173.83
Cisco Systems (CSCO) 0.3 $295k 6.2k 47.64
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.3 $293k 3.9k 74.95
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.2 $274k 1.8k 151.58
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $252k 5.1k 49.82
S&p Global (SPGI) 0.2 $237k 706.00 335.15
Advanced Micro Devices (AMD) 0.2 $232k 3.6k 64.77
3M Company (MMM) 0.2 $221k 1.8k 119.94
Broadcom (AVGO) 0.2 $219k 391.00 559.05
Equinor Asa Sponsored Adr (EQNR) 0.2 $218k 6.1k 35.81
American Centy Etf Tr Quality Prefer 0.2 $214k 6.2k 34.28
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $209k 1.5k 135.89
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.2 $203k 3.2k 63.83
Honeywell International (HON) 0.2 $201k 939.00 214.30