Peak Planning Group

Peak Planning Group as of Dec. 31, 2023

Portfolio Holdings for Peak Planning Group

Peak Planning Group holds 70 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 13.0 $18M 94k 192.53
Ishares Tr Core S&p500 Etf (IVV) 10.9 $15M 32k 477.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 7.7 $11M 30k 356.66
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.5 $11M 26k 409.52
Microsoft Corporation (MSFT) 7.1 $9.9M 26k 376.04
Amazon (AMZN) 3.5 $4.9M 32k 151.94
Applied Materials (AMAT) 3.1 $4.4M 27k 162.07
Alphabet Cap Stk Cl C (GOOG) 3.0 $4.1M 29k 140.93
First Tr Exchange-traded Risng Divd Achiv (RDVY) 2.4 $3.4M 65k 51.67
First Tr Value Line Divid In SHS (FVD) 2.4 $3.3M 81k 40.56
First Tr Inter Duration Pfd & Income (FPF) 2.3 $3.3M 200k 16.31
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.3 $3.2M 6.7k 475.25
JPMorgan Chase & Co. (JPM) 2.0 $2.8M 16k 170.10
Alphabet Cap Stk Cl A (GOOGL) 1.8 $2.6M 18k 139.69
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.8 $2.5M 16k 157.80
Kla Corp Com New (KLAC) 1.4 $1.9M 3.2k 581.36
Visa Com Cl A (V) 1.3 $1.9M 7.2k 260.35
Intel Corporation (INTC) 1.1 $1.6M 32k 50.25
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.1 $1.6M 4.2k 376.87
Exxon Mobil Corporation (XOM) 1.1 $1.6M 16k 99.98
Spdr Gold Tr Gold Shs (GLD) 1.1 $1.5M 7.8k 191.17
Select Sector Spdr Tr Energy (XLE) 1.1 $1.5M 18k 83.84
Marathon Petroleum Corp (MPC) 1.0 $1.4M 9.4k 148.36
First Tr Exchange Traded Finls Alphadex (FXO) 1.0 $1.4M 32k 43.29
NVIDIA Corporation (NVDA) 1.0 $1.4M 2.7k 495.26
Indexiq Active Etf Tr Iq Mackay Insred (MMIN) 0.9 $1.2M 50k 24.56
Tesla Motors (TSLA) 0.8 $1.2M 4.6k 248.48
Merck & Co (MRK) 0.8 $1.1M 11k 109.02
Home Depot (HD) 0.8 $1.1M 3.2k 346.51
Eaton Corp SHS (ETN) 0.8 $1.1M 4.4k 240.83
Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.7 $974k 12k 81.36
Devon Energy Corporation (DVN) 0.6 $874k 19k 45.30
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.6 $866k 1.7k 507.52
Johnson & Johnson (JNJ) 0.6 $855k 5.5k 156.74
Charles Schwab Corporation (SCHW) 0.6 $841k 12k 68.80
Advanced Micro Devices (AMD) 0.6 $815k 5.5k 147.41
Ishares Tr Msci India Etf (INDA) 0.6 $781k 16k 48.81
Wal-Mart Stores (WMT) 0.6 $774k 4.9k 157.67
American Centy Etf Tr Quality Divrsfed (QINT) 0.5 $710k 15k 46.45
Eli Lilly & Co. (LLY) 0.5 $694k 1.2k 582.88
Chevron Corporation (CVX) 0.5 $682k 4.6k 149.15
Abbvie (ABBV) 0.4 $625k 4.0k 155.00
Wells Fargo & Company (WFC) 0.4 $584k 12k 49.22
Select Sector Spdr Tr Technology (XLK) 0.4 $570k 3.0k 192.52
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.4 $514k 6.1k 84.64
Nexstar Media Group Common Stock (NXST) 0.4 $505k 3.2k 156.75
Broadcom (AVGO) 0.3 $448k 401.00 1116.85
Goldman Sachs (GS) 0.3 $431k 1.1k 385.83
Lowe's Companies (LOW) 0.3 $409k 1.8k 222.53
Cisco Systems (CSCO) 0.3 $408k 8.1k 50.52
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $403k 7.1k 56.39
Check Point Software Tech Lt Ord (CHKP) 0.3 $398k 2.6k 152.79
Ishares Tr Core Msci Eafe (IEFA) 0.3 $365k 5.2k 70.35
American Centy Etf Tr Focused Lrg Cap (FLV) 0.2 $323k 5.3k 61.13
Chubb (CB) 0.2 $320k 1.4k 226.06
Motorola Solutions Com New (MSI) 0.2 $317k 1.0k 313.16
Air Products & Chemicals (APD) 0.2 $307k 1.1k 273.87
S&p Global (SPGI) 0.2 $305k 693.00 440.51
First Tr Exchange-traded First Tr Enh New (FTSM) 0.2 $299k 5.0k 59.67
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $289k 3.6k 80.04
Totalenergies Se Sponsored Ads 0.2 $277k 4.1k 67.38
ConocoPhillips (COP) 0.2 $266k 2.3k 116.08
United Parcel Service CL B (UPS) 0.2 $266k 1.7k 157.22
Ishares Tr Select Divid Etf (DVY) 0.2 $263k 2.2k 117.20
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $236k 4.6k 51.27
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $219k 2.0k 108.27
Accenture Plc Ireland Shs Class A (ACN) 0.2 $217k 618.00 350.79
Johnson Ctls Intl SHS (JCI) 0.2 $214k 3.7k 57.64
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $208k 4.6k 45.69
First Tr Exchange Traded Hlth Care Alph (FXH) 0.1 $203k 2.0k 103.53