Peak Planning Group

Peak Planning Group as of March 31, 2023

Portfolio Holdings for Peak Planning Group

Peak Planning Group holds 77 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 12.5 $15M 94k 164.90
Ishares Tr Core S&p500 Etf (IVV) 9.6 $12M 29k 411.09
Berkshire Hathaway Inc Del Cl B New (BRK.B) 7.0 $8.6M 28k 308.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.9 $7.2M 23k 320.94
Microsoft Corporation (MSFT) 4.9 $6.1M 21k 288.30
Alphabet Cap Stk Cl C (GOOG) 4.2 $5.2M 50k 104.00
First Tr Value Line Divid In SHS (FVD) 3.3 $4.0M 101k 40.16
First Tr Exchange-traded Risng Divd Achiv (RDVY) 2.9 $3.6M 80k 44.87
Amazon (AMZN) 2.5 $3.1M 30k 103.29
First Tr Inter Duration Pfd & Income (FPF) 2.2 $2.7M 174k 15.78
Applied Materials (AMAT) 2.2 $2.7M 22k 122.83
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.1 $2.6M 6.4k 409.40
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.9 $2.3M 16k 144.61
JPMorgan Chase & Co. (JPM) 1.8 $2.2M 17k 130.31
Select Sector Spdr Tr Energy (XLE) 1.7 $2.1M 25k 82.83
Alphabet Cap Stk Cl A (GOOGL) 1.5 $1.9M 18k 103.73
Indexiq Active Etf Tr Iq Mackay Insred (MMIN) 1.5 $1.8M 75k 24.42
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.4 $1.8M 5.3k 332.61
Exxon Mobil Corporation (XOM) 1.4 $1.7M 16k 109.66
Visa Com Cl A (V) 1.4 $1.7M 7.4k 225.47
Spdr Gold Tr Gold Shs (GLD) 1.1 $1.4M 7.7k 183.22
Kla Corp Com New (KLAC) 1.0 $1.3M 3.2k 399.21
Marathon Petroleum Corp (MPC) 1.0 $1.3M 9.4k 134.83
First Tr Exchange Traded Finls Alphadex (FXO) 1.0 $1.2M 33k 37.33
Belpointe Prep Unit Rp Ltd Lb A (OZ) 1.0 $1.2M 13k 93.80
Intel Corporation (INTC) 0.9 $1.1M 35k 32.67
Devon Energy Corporation (DVN) 0.9 $1.1M 22k 50.61
Johnson & Johnson (JNJ) 0.9 $1.1M 7.0k 155.00
American Centy Etf Tr Quality Divrsfed (QINT) 0.9 $1.1M 24k 43.63
Merck & Co (MRK) 0.9 $1.0M 9.9k 106.40
Abbvie (ABBV) 0.8 $1.0M 6.5k 159.38
Home Depot (HD) 0.8 $940k 3.2k 295.09
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.7 $884k 17k 52.89
Tesla Motors (TSLA) 0.7 $880k 4.2k 207.46
Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.7 $869k 11k 77.63
Eaton Corp SHS (ETN) 0.7 $835k 4.9k 171.35
Chevron Corporation (CVX) 0.7 $804k 4.9k 163.16
Cheniere Energy Com New (LNG) 0.6 $758k 4.8k 157.61
Ishares Tr Select Divid Etf (DVY) 0.6 $706k 6.0k 117.19
Wal-Mart Stores (WMT) 0.6 $706k 4.8k 147.46
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.6 $684k 1.5k 458.42
Southern Company (SO) 0.5 $665k 9.6k 69.58
Nexstar Media Group Common Stock (NXST) 0.5 $639k 3.7k 172.66
Ishares Tr Msci India Etf (INDA) 0.5 $624k 16k 39.36
Ishares Tr Core Msci Eafe (IEFA) 0.5 $602k 9.0k 66.85
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.4 $532k 23k 23.49
Select Sector Spdr Tr Technology (XLK) 0.4 $466k 3.1k 151.01
First Tr Exchange Traded Hlth Care Alph (FXH) 0.4 $451k 4.2k 107.54
Medtronic SHS (MDT) 0.4 $450k 5.6k 80.62
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.4 $437k 6.0k 72.55
First Tr Exchange-traded First Tr Enh New (FTSM) 0.4 $436k 7.3k 59.51
Eli Lilly & Co. (LLY) 0.3 $404k 1.2k 343.32
Verizon Communications (VZ) 0.3 $404k 10k 38.89
NVIDIA Corporation (NVDA) 0.3 $385k 1.4k 277.72
Air Products & Chemicals (APD) 0.3 $385k 1.3k 287.12
Totalenergies Se Sponsored Ads 0.3 $371k 6.3k 59.05
Goldman Sachs (GS) 0.3 $371k 1.1k 327.05
Lowe's Companies (LOW) 0.3 $368k 1.8k 199.95
American Centy Etf Tr Focused Lrg Cap (FLV) 0.3 $367k 6.3k 58.03
Charles Schwab Corporation (SCHW) 0.3 $354k 6.8k 52.38
Motorola Solutions Com New (MSI) 0.3 $344k 1.2k 286.09
Check Point Software Tech Lt Ord (CHKP) 0.3 $339k 2.6k 130.00
Marriott Intl Cl A (MAR) 0.3 $333k 2.0k 166.04
United Parcel Service CL B (UPS) 0.3 $327k 1.7k 194.03
Union Pacific Corporation (UNP) 0.3 $321k 1.6k 201.29
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.3 $311k 4.3k 72.94
Chubb (CB) 0.2 $301k 1.6k 194.15
Cisco Systems (CSCO) 0.2 $296k 5.7k 52.27
Wells Fargo & Company (WFC) 0.2 $294k 7.9k 37.38
Advanced Micro Devices (AMD) 0.2 $291k 3.0k 98.01
UnitedHealth (UNH) 0.2 $277k 586.00 472.78
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.2 $274k 1.8k 151.12
ConocoPhillips (COP) 0.2 $257k 2.6k 99.23
Broadcom (AVGO) 0.2 $252k 393.00 640.87
S&p Global (SPGI) 0.2 $237k 688.00 344.92
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $229k 4.5k 50.54
American Centy Etf Tr Quality Prefer 0.2 $222k 6.3k 35.18