Peak Planning Group

Peak Planning Group as of Dec. 31, 2024

Portfolio Holdings for Peak Planning Group

Peak Planning Group holds 116 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 11.4 $27M 46k 588.67
Apple (AAPL) 10.1 $24M 97k 250.45
Invesco Qqq Tr Unit Ser 1 (QQQ) 9.5 $23M 45k 511.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 7.3 $18M 39k 453.28
Microsoft Corporation (MSFT) 5.1 $12M 29k 421.51
Amazon (AMZN) 3.3 $7.9M 36k 219.39
NVIDIA Corporation (NVDA) 3.0 $7.1M 53k 134.29
First Tr Exchange-traded Smid Risng Etf (SDVY) 2.6 $6.2M 173k 35.85
First Tr Exchange-traded Risng Divd Achiv (RDVY) 2.5 $6.0M 101k 59.14
First Tr Inter Duration Pfd & Income (FPF) 2.3 $5.4M 301k 18.00
Allspring Income Opportunit Inc Oppty Fd (EAD) 2.1 $4.9M 715k 6.89
Applied Materials (AMAT) 2.0 $4.8M 29k 162.63
Alphabet Cap Stk Cl C (GOOG) 1.9 $4.7M 25k 190.44
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $4.6M 7.8k 586.09
JPMorgan Chase & Co. (JPM) 1.9 $4.5M 19k 239.70
Alphabet Cap Stk Cl A (GOOGL) 1.6 $3.7M 20k 189.30
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.4 $3.4M 19k 175.23
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) 1.0 $2.5M 49k 49.86
Kla Corp Com New (KLAC) 0.9 $2.1M 3.3k 630.20
Visa Com Cl A (V) 0.8 $2.0M 6.3k 316.06
Spdr Gold Tr Gold Shs (GLD) 0.8 $2.0M 8.2k 242.13
American Centy Etf Tr Mid Cap Grw Imp (MID) 0.8 $1.9M 31k 60.32
First Tr Exchange Traded Finls Alphadex (FXO) 0.7 $1.8M 33k 54.13
Exxon Mobil Corporation (XOM) 0.7 $1.7M 16k 107.57
Eaton Corp SHS (ETN) 0.7 $1.7M 5.1k 331.88
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.7 $1.6M 18k 87.82
Wal-Mart Stores (WMT) 0.7 $1.6M 18k 90.35
TowneBank (TOWN) 0.6 $1.5M 45k 34.06
Broadcom (AVGO) 0.6 $1.5M 6.5k 231.84
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.6 $1.5M 15k 96.53
Raymond James Financial (RJF) 0.6 $1.4M 9.3k 155.34
Tesla Motors (TSLA) 0.6 $1.4M 3.4k 403.86
Select Sector Spdr Tr Energy (XLE) 0.6 $1.3M 16k 85.66
Marathon Petroleum Corp (MPC) 0.6 $1.3M 9.5k 139.51
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $1.3M 11k 115.22
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.5 $1.3M 32k 40.48
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.5 $1.2M 33k 37.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.2M 2.2k 538.81
Palantir Technologies Cl A (PLTR) 0.5 $1.2M 16k 75.63
Merck & Co (MRK) 0.4 $1.0M 10k 99.48
Select Sector Spdr Tr Technology (XLK) 0.4 $1.0M 4.4k 232.52
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.0M 2.6k 401.58
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $1.0M 2.4k 425.61
Chevron Corporation (CVX) 0.4 $980k 6.8k 144.83
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $964k 16k 62.31
Eli Lilly & Co. (LLY) 0.4 $961k 1.2k 772.14
First Tr Value Line Divid In SHS (FVD) 0.4 $953k 22k 43.64
Wisdomtree Tr India Erngs Fd (EPI) 0.4 $902k 20k 45.27
Charles Schwab Corporation (SCHW) 0.4 $898k 12k 74.01
Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.4 $869k 10k 86.28
Ishares Tr Msci India Etf (INDA) 0.4 $858k 16k 52.64
Home Depot (HD) 0.4 $856k 2.2k 389.01
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.4 $852k 8.5k 99.92
First Tr Exchange Traded Tech Alphadex (FXL) 0.3 $805k 5.4k 148.56
Chubb (CB) 0.3 $778k 2.8k 276.30
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $763k 1.3k 569.73
Motorola Solutions Com New (MSI) 0.3 $759k 1.6k 462.15
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $758k 5.4k 139.35
Abbvie (ABBV) 0.3 $699k 3.9k 177.70
First Tr Exchange-traded No Amer Energy (EMLP) 0.3 $661k 19k 35.65
Goldman Sachs (GS) 0.3 $636k 1.1k 572.39
American Centy Etf Tr Quality Divrsfed (QINT) 0.3 $634k 13k 47.83
Antero Res (AR) 0.2 $560k 16k 35.05
Ishares Tr Core Msci Eafe (IEFA) 0.2 $549k 7.8k 70.28
Intel Corporation (INTC) 0.2 $536k 27k 20.05
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $526k 2.7k 197.47
Advanced Micro Devices (AMD) 0.2 $521k 4.3k 120.79
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.2 $513k 5.7k 89.77
Builders FirstSource (BLDR) 0.2 $500k 3.5k 142.93
Check Point Software Tech Lt Ord (CHKP) 0.2 $492k 2.6k 186.70
Lowe's Companies (LOW) 0.2 $471k 1.9k 246.78
Enterprise Products Partners (EPD) 0.2 $461k 15k 31.36
Rbc Cad (RY) 0.2 $458k 3.8k 120.51
Welltower Inc Com reit (WELL) 0.2 $446k 3.5k 126.04
Ishares Tr Select Divid Etf (DVY) 0.2 $433k 3.3k 131.28
New York Life Invts Active E Nyli Mackay Muni (MMIN) 0.2 $420k 18k 23.84
Wells Fargo & Company (WFC) 0.2 $389k 5.5k 70.24
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.2 $368k 6.2k 59.06
McKesson Corporation (MCK) 0.2 $360k 632.00 569.84
Ishares Tr Russell 2000 Etf (IWM) 0.1 $359k 1.6k 220.95
Ishares Tr Broad Usd High (USHY) 0.1 $357k 9.7k 36.79
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $356k 6.7k 53.05
S&p Global (SPGI) 0.1 $352k 706.00 498.31
Johnson & Johnson (JNJ) 0.1 $348k 2.4k 144.64
Chimerix (CMRX) 0.1 $347k 100k 3.48
Kkr & Co (KKR) 0.1 $344k 2.3k 147.89
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $343k 3.2k 106.04
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $338k 1.6k 215.49
American Centy Etf Tr Focused Lrg Cap (FLV) 0.1 $336k 5.0k 66.75
Arista Networks Com Shs (ANET) 0.1 $331k 3.0k 110.53
Discover Financial Services 0.1 $329k 1.9k 173.23
UnitedHealth (UNH) 0.1 $313k 618.00 505.88
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $312k 5.3k 58.79
Proshares Tr Russ 2000 Divd (SMDV) 0.1 $301k 4.5k 67.67
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $291k 3.0k 96.90
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $280k 5.4k 51.70
Nexstar Media Group Common Stock (NXST) 0.1 $280k 1.8k 157.97
Morgan Stanley Com New (MS) 0.1 $268k 2.1k 125.72
Costco Wholesale Corporation (COST) 0.1 $263k 287.00 915.09
Procter & Gamble Company (PG) 0.1 $261k 1.6k 167.69
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $250k 2.7k 92.59
Microstrategy Cl A New (MSTR) 0.1 $247k 852.00 289.62
First Tr Exchange-traded Nasdq Semcndtr (FTXL) 0.1 $242k 2.8k 87.26
ConocoPhillips (COP) 0.1 $240k 2.4k 99.16
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.1 $238k 29k 8.28
Accenture Plc Ireland Shs Class A (ACN) 0.1 $231k 658.00 351.68
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $227k 4.4k 50.97
Cisco Systems (CSCO) 0.1 $226k 3.8k 59.20
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $225k 12k 19.59
Duke Energy Corp Com New (DUK) 0.1 $220k 2.0k 107.76
Meta Platforms Cl A (META) 0.1 $213k 364.00 585.64
Totalenergies Se Sponsored Ads 0.1 $212k 3.9k 54.50
Oneok (OKE) 0.1 $209k 2.1k 100.40
Air Products & Chemicals (APD) 0.1 $202k 695.00 289.93
Globalstar 0.0 $98k 48k 2.07
Wolfspeed 0.0 $75k 11k 6.66