Peak Planning Group

Peak Planning Group as of March 31, 2024

Portfolio Holdings for Peak Planning Group

Peak Planning Group holds 76 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 11.0 $18M 33k 525.72
Apple (AAPL) 10.1 $16M 94k 171.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 8.2 $13M 31k 420.52
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.1 $13M 29k 444.01
Microsoft Corporation (MSFT) 7.1 $11M 27k 420.72
Amazon (AMZN) 3.7 $5.8M 32k 180.38
Applied Materials (AMAT) 3.6 $5.8M 28k 206.23
Alphabet Cap Stk Cl C (GOOG) 2.9 $4.6M 30k 152.26
First Tr Inter Duration Pfd & Income (FPF) 2.4 $3.9M 217k 17.92
First Tr Exchange-traded Risng Divd Achiv (RDVY) 2.4 $3.8M 68k 56.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.2 $3.5M 6.7k 523.10
JPMorgan Chase & Co. (JPM) 2.1 $3.4M 17k 200.30
First Tr Value Line Divid In SHS (FVD) 2.1 $3.3M 79k 42.23
NVIDIA Corporation (NVDA) 1.9 $3.1M 3.4k 906.94
Alphabet Cap Stk Cl A (GOOGL) 1.8 $2.9M 19k 150.93
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.8 $2.8M 17k 169.37
Kla Corp Com New (KLAC) 1.4 $2.3M 3.2k 698.65
Allspring Income Opportunit Inc Oppty Fd (EAD) 1.3 $2.1M 316k 6.64
Visa Com Cl A (V) 1.2 $1.9M 6.8k 279.10
Marathon Petroleum Corp (MPC) 1.2 $1.9M 9.4k 201.50
Exxon Mobil Corporation (XOM) 1.2 $1.8M 16k 116.24
Spdr Gold Tr Gold Shs (GLD) 1.0 $1.6M 7.7k 205.72
First Tr Exchange Traded Finls Alphadex (FXO) 1.0 $1.5M 32k 47.52
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.0 $1.5M 3.8k 397.68
Merck & Co (MRK) 0.9 $1.4M 11k 131.96
Eaton Corp SHS (ETN) 0.9 $1.4M 4.5k 312.70
Intel Corporation (INTC) 0.8 $1.3M 30k 44.17
Indexiq Active Etf Tr Iq Mackay Insred (MMIN) 0.8 $1.2M 50k 24.30
Select Sector Spdr Tr Energy (XLE) 0.8 $1.2M 13k 94.41
Home Depot (HD) 0.7 $1.2M 3.1k 383.54
Advanced Micro Devices (AMD) 0.7 $1.2M 6.4k 180.49
Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.7 $1.1M 12k 90.70
Eli Lilly & Co. (LLY) 0.6 $934k 1.2k 777.95
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.6 $914k 1.6k 556.37
Wal-Mart Stores (WMT) 0.6 $905k 15k 60.17
Chevron Corporation (CVX) 0.6 $905k 5.7k 157.73
Johnson & Johnson (JNJ) 0.6 $899k 5.7k 158.20
Select Sector Spdr Tr Technology (XLK) 0.6 $893k 4.3k 208.25
Charles Schwab Corporation (SCHW) 0.6 $885k 12k 72.34
Ishares Tr Msci India Etf (INDA) 0.5 $823k 16k 51.59
Devon Energy Corporation (DVN) 0.5 $739k 15k 50.18
Abbvie (ABBV) 0.5 $733k 4.0k 182.13
American Centy Etf Tr Quality Divrsfed (QINT) 0.5 $724k 15k 49.68
Tesla Motors (TSLA) 0.4 $707k 4.0k 175.79
Wells Fargo & Company (WFC) 0.4 $687k 12k 57.96
Motorola Solutions Com New (MSI) 0.3 $553k 1.6k 354.94
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.3 $545k 6.1k 89.20
Broadcom (AVGO) 0.3 $534k 403.00 1326.11
Nexstar Media Group Common Stock (NXST) 0.3 $478k 2.8k 172.29
Lowe's Companies (LOW) 0.3 $468k 1.8k 254.70
Goldman Sachs (GS) 0.3 $467k 1.1k 417.75
Draftkings Com Cl A (DKNG) 0.3 $458k 10k 45.41
Check Point Software Tech Lt Ord (CHKP) 0.3 $427k 2.6k 164.01
Chubb (CB) 0.3 $409k 1.6k 259.18
Cisco Systems (CSCO) 0.2 $365k 7.3k 49.91
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $355k 6.1k 57.96
American Centy Etf Tr Focused Lrg Cap (FLV) 0.2 $346k 5.3k 64.97
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $303k 3.5k 85.64
Ishares Tr Core Msci Eafe (IEFA) 0.2 $301k 4.1k 74.22
S&p Global (SPGI) 0.2 $296k 694.00 425.73
ConocoPhillips (COP) 0.2 $289k 2.3k 127.27
Totalenergies Se Sponsored Ads 0.2 $283k 4.1k 68.83
American Centy Etf Tr Mid Cap Grw Imp (MID) 0.2 $275k 4.8k 57.77
Ishares Tr Select Divid Etf (DVY) 0.2 $270k 2.2k 123.21
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $269k 2.4k 110.50
United Parcel Service CL B (UPS) 0.2 $251k 1.7k 148.59
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $247k 4.8k 51.28
Discover Financial Services 0.2 $245k 1.9k 131.09
Air Products & Chemicals (APD) 0.1 $230k 948.00 242.33
First Tr Exchange-traded Nasdq Semcndtr (FTXL) 0.1 $228k 2.5k 90.53
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $224k 4.6k 48.77
Johnson Ctls Intl SHS (JCI) 0.1 $217k 3.3k 65.32
Accenture Plc Ireland Shs Class A (ACN) 0.1 $214k 618.00 346.50
Costco Wholesale Corporation (COST) 0.1 $210k 287.00 731.69
Wisdomtree Tr India Erngs Fd (EPI) 0.1 $208k 4.8k 43.56
UnitedHealth (UNH) 0.1 $202k 408.00 494.74