Peak Planning Group

Peak Planning Group as of Sept. 30, 2023

Portfolio Holdings for Peak Planning Group

Peak Planning Group holds 73 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 12.8 $16M 96k 171.21
Ishares Tr Core S&p500 Etf (IVV) 10.6 $14M 32k 429.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 8.3 $11M 30k 350.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.8 $8.7M 24k 358.27
Microsoft Corporation (MSFT) 5.7 $7.2M 23k 315.74
Amazon (AMZN) 3.2 $4.1M 32k 127.12
Alphabet Cap Stk Cl C (GOOG) 2.9 $3.7M 28k 131.85
Applied Materials (AMAT) 2.7 $3.5M 25k 138.45
First Tr Value Line Divid In SHS (FVD) 2.5 $3.2M 85k 37.39
First Tr Exchange-traded Risng Divd Achiv (RDVY) 2.4 $3.1M 67k 45.95
First Tr Inter Duration Pfd & Income (FPF) 2.3 $2.9M 195k 14.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.2 $2.8M 6.6k 427.48
JPMorgan Chase & Co. (JPM) 1.9 $2.4M 17k 145.03
Alphabet Cap Stk Cl A (GOOGL) 1.9 $2.4M 18k 130.86
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.8 $2.3M 16k 141.69
Exxon Mobil Corporation (XOM) 1.4 $1.8M 16k 117.58
Select Sector Spdr Tr Energy (XLE) 1.3 $1.7M 19k 90.39
Visa Com Cl A (V) 1.3 $1.7M 7.2k 230.02
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.2 $1.6M 4.7k 334.97
Kla Corp Com New (KLAC) 1.2 $1.5M 3.2k 458.71
Marathon Petroleum Corp (MPC) 1.1 $1.4M 9.3k 151.34
Indexiq Active Etf Tr Iq Mackay Insred (MMIN) 1.1 $1.4M 62k 22.85
Spdr Gold Tr Gold Shs (GLD) 1.0 $1.3M 7.6k 171.45
First Tr Exchange Traded Finls Alphadex (FXO) 1.0 $1.2M 33k 37.83
Tesla Motors (TSLA) 0.9 $1.2M 4.8k 250.22
Intel Corporation (INTC) 0.9 $1.2M 34k 35.55
Merck & Co (MRK) 0.8 $1.0M 10k 102.95
Johnson & Johnson (JNJ) 0.8 $1.0M 6.5k 155.74
Home Depot (HD) 0.8 $981k 3.2k 302.10
Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.8 $970k 12k 79.86
Devon Energy Corporation (DVN) 0.8 $960k 20k 47.70
NVIDIA Corporation (NVDA) 0.7 $957k 2.2k 435.00
Eaton Corp SHS (ETN) 0.7 $949k 4.4k 213.28
American Centy Etf Tr Quality Divrsfed (QINT) 0.7 $921k 22k 42.90
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.6 $791k 1.7k 456.66
Abbvie (ABBV) 0.6 $789k 5.3k 149.09
Chevron Corporation (CVX) 0.6 $785k 4.7k 168.60
Wal-Mart Stores (WMT) 0.6 $764k 4.8k 159.93
Cisco Systems (CSCO) 0.5 $698k 13k 53.76
Ishares Tr Msci India Etf (INDA) 0.5 $695k 16k 44.22
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.5 $680k 13k 52.79
Charles Schwab Corporation (SCHW) 0.5 $670k 12k 54.90
Eli Lilly & Co. (LLY) 0.5 $632k 1.2k 537.06
Advanced Micro Devices (AMD) 0.4 $556k 5.4k 102.82
Wells Fargo & Company (WFC) 0.4 $525k 13k 40.86
Ishares Tr Core Msci Eafe (IEFA) 0.4 $505k 7.8k 64.35
Select Sector Spdr Tr Technology (XLK) 0.4 $479k 2.9k 163.91
Nexstar Media Group Common Stock (NXST) 0.4 $462k 3.2k 143.37
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.4 $454k 6.1k 74.77
First Tr Exchange Traded Hlth Care Alph (FXH) 0.3 $443k 4.6k 97.16
Ishares Tr Select Divid Etf (DVY) 0.3 $426k 4.0k 107.63
Marriott Intl Cl A (MAR) 0.3 $394k 2.0k 196.56
Lowe's Companies (LOW) 0.3 $382k 1.8k 207.82
Southern Company (SO) 0.3 $367k 5.7k 64.72
Goldman Sachs (GS) 0.3 $364k 1.1k 323.52
First Tr Exchange-traded First Tr Enh New (FTSM) 0.3 $353k 5.9k 59.42
Totalenergies Se Sponsored Ads 0.3 $349k 5.3k 65.76
Check Point Software Tech Lt Ord (CHKP) 0.3 $347k 2.6k 133.28
Air Products & Chemicals (APD) 0.3 $343k 1.2k 283.33
Broadcom (AVGO) 0.2 $319k 384.00 830.73
American Centy Etf Tr Focused Lrg Cap (FLV) 0.2 $300k 5.3k 56.95
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $295k 3.0k 100.10
Chubb (CB) 0.2 $294k 1.4k 208.19
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.2 $290k 12k 24.00
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $282k 3.8k 73.63
ConocoPhillips (COP) 0.2 $275k 2.3k 119.75
Motorola Solutions Com New (MSI) 0.2 $275k 1.0k 272.28
United Parcel Service CL B (UPS) 0.2 $263k 1.7k 155.91
S&p Global (SPGI) 0.2 $253k 692.00 365.15
Johnson Ctls Intl SHS (JCI) 0.2 $248k 4.7k 53.21
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.2 $239k 7.9k 30.15
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $233k 4.7k 49.83
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $206k 2.2k 94.35