Peak Planning Group

Peak Planning Group as of March 31, 2025

Portfolio Holdings for Peak Planning Group

Peak Planning Group holds 122 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 11.1 $26M 47k 561.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 9.5 $23M 43k 532.58
Invesco Qqq Tr Unit Ser 1 (QQQ) 9.3 $22M 47k 469.44
Apple (AAPL) 8.9 $21M 95k 222.13
Microsoft Corporation (MSFT) 4.4 $11M 28k 375.40
First Tr Exchange Traded Risng Divd Achiv (RDVY) 3.0 $7.1M 121k 58.54
Amazon (AMZN) 2.9 $6.8M 36k 190.26
NVIDIA Corporation (NVDA) 2.5 $5.9M 55k 108.38
First Tr Inter Duration Pfd & Income (FPF) 2.5 $5.8M 317k 18.39
First Tr Exchange-traded Smid Risng Etf (SDVY) 2.4 $5.8M 174k 33.50
Allspring Income Opportunit Inc Oppty Fd (EAD) 2.3 $5.4M 782k 6.84
JPMorgan Chase & Co. (JPM) 1.9 $4.6M 19k 245.31
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $4.5M 8.0k 559.35
Alphabet Cap Stk Cl C (GOOG) 1.8 $4.3M 27k 156.23
Applied Materials (AMAT) 1.7 $4.1M 29k 145.12
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.4 $3.3M 19k 173.23
Alphabet Cap Stk Cl A (GOOGL) 1.3 $3.1M 20k 154.64
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 1.3 $3.0M 60k 49.73
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) 1.0 $2.4M 47k 50.63
Spdr Gold Tr Gold Shs (GLD) 1.0 $2.3M 8.0k 288.14
Visa Com Cl A (V) 1.0 $2.3M 6.5k 350.43
Kla Corp Com New (KLAC) 0.9 $2.3M 3.3k 679.93
Select Sector Spdr Tr Energy (XLE) 0.8 $1.9M 20k 93.45
Exxon Mobil Corporation (XOM) 0.8 $1.8M 15k 118.93
First Tr Exchange Traded Finls Alphadex (FXO) 0.7 $1.8M 33k 53.00
American Centy Etf Tr Mid Cap Grw Imp (MID) 0.7 $1.7M 30k 56.65
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.7 $1.7M 19k 89.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $1.6M 3.2k 513.91
Wal-Mart Stores (WMT) 0.6 $1.5M 17k 87.79
TowneBank (TOWN) 0.6 $1.5M 45k 34.19
Eaton Corp SHS (ETN) 0.6 $1.4M 5.3k 271.82
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.5 $1.3M 32k 40.77
Raymond James Financial (RJF) 0.5 $1.3M 9.3k 138.91
Marathon Petroleum Corp (MPC) 0.5 $1.3M 8.7k 145.68
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $1.2M 14k 87.17
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.5 $1.1M 33k 34.25
Chevron Corporation (CVX) 0.5 $1.1M 6.6k 167.27
Palantir Technologies Cl A (PLTR) 0.5 $1.1M 13k 84.40
Broadcom (AVGO) 0.5 $1.1M 6.5k 167.42
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.1M 10k 104.57
Eli Lilly & Co. (LLY) 0.4 $1.1M 1.3k 826.13
Charles Schwab Corporation (SCHW) 0.4 $951k 12k 78.28
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $918k 2.5k 361.09
Select Sector Spdr Tr Technology (XLK) 0.4 $914k 4.4k 206.47
First Tr Value Line Divid In SHS (FVD) 0.4 $878k 20k 44.59
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $852k 15k 58.35
Ishares Tr Msci India Etf (INDA) 0.4 $835k 16k 51.48
Abbvie (ABBV) 0.3 $829k 4.0k 209.52
Antero Res (AR) 0.3 $810k 20k 40.44
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.3 $809k 8.1k 100.17
Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.3 $789k 8.7k 91.13
Chubb (CB) 0.3 $789k 2.6k 302.07
American Centy Etf Tr Quality Divrsfed (QINT) 0.3 $744k 14k 51.82
Motorola Solutions Com New (MSI) 0.3 $720k 1.6k 437.66
Goldman Sachs (GS) 0.3 $707k 1.3k 546.39
First Tr Exchange Traded Tech Alphadex (FXL) 0.3 $700k 5.3k 132.26
First Tr Exchange-traded No Amer Energy (EMLP) 0.3 $697k 19k 37.49
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $689k 1.3k 533.34
Tesla Motors (TSLA) 0.3 $675k 2.6k 259.18
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $644k 1.5k 419.95
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $619k 4.9k 127.08
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $612k 2.9k 211.47
Check Point Software Tech Lt Ord (CHKP) 0.3 $601k 2.6k 227.92
Ishares Tr Core Msci Eafe (IEFA) 0.2 $591k 7.8k 75.65
Home Depot (HD) 0.2 $586k 1.6k 366.46
Intel Corporation (INTC) 0.2 $568k 25k 22.71
Welltower Inc Com reit (WELL) 0.2 $543k 3.5k 153.21
Enterprise Products Partners (EPD) 0.2 $507k 15k 34.14
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.2 $496k 5.7k 87.19
Lowe's Companies (LOW) 0.2 $447k 1.9k 233.21
Ishares Tr Select Divid Etf (DVY) 0.2 $446k 3.3k 134.28
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $439k 2.6k 166.02
Builders FirstSource (BLDR) 0.2 $437k 3.5k 124.94
McKesson Corporation (MCK) 0.2 $429k 637.00 672.91
Rbc Cad (RY) 0.2 $428k 3.8k 112.72
Ishares Tr Broad Usd High (USHY) 0.2 $426k 12k 36.81
Merck & Co (MRK) 0.2 $417k 4.6k 89.75
Wells Fargo & Company (WFC) 0.2 $412k 5.7k 71.79
Wisdomtree Tr India Erngs Fd (EPI) 0.2 $365k 8.4k 43.71
S&p Global (SPGI) 0.1 $356k 701.00 507.93
UnitedHealth (UNH) 0.1 $349k 666.00 523.96
American Centy Etf Tr Focused Lrg Cap (FLV) 0.1 $348k 5.0k 69.89
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $343k 7.3k 46.81
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.1 $342k 6.2k 54.86
Kkr & Co (KKR) 0.1 $333k 2.9k 115.60
Meta Platforms Cl A (META) 0.1 $332k 576.00 576.63
Advanced Micro Devices (AMD) 0.1 $331k 3.2k 102.74
Discover Financial Services 0.1 $325k 1.9k 170.70
Ishares Tr Russell 2000 Etf (IWM) 0.1 $324k 1.6k 199.46
Johnson & Johnson (JNJ) 0.1 $322k 1.9k 165.82
Talen Energy Corp (TLN) 0.1 $321k 1.6k 199.67
Procter & Gamble Company (PG) 0.1 $315k 1.8k 170.39
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $314k 6.0k 52.37
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $312k 3.2k 96.51
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $311k 5.2k 60.17
Nexstar Media Group Common Stock (NXST) 0.1 $289k 1.6k 179.22
Costco Wholesale Corporation (COST) 0.1 $278k 294.00 944.59
Duke Energy Corp Com New (DUK) 0.1 $273k 2.2k 121.96
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $270k 2.7k 98.92
Cme (CME) 0.1 $262k 988.00 265.19
ConocoPhillips (COP) 0.1 $252k 2.4k 105.02
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.1 $252k 29k 8.60
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $250k 2.7k 92.29
Morgan Stanley Com New (MS) 0.1 $249k 2.1k 116.67
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $248k 4.3k 57.14
Totalenergies Se Sponsored Ads 0.1 $248k 3.8k 64.69
Microstrategy Cl A New (MSTR) 0.1 $246k 852.00 288.27
Proshares Tr Russ 2000 Divd (SMDV) 0.1 $240k 3.7k 65.59
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $238k 13k 18.59
Cisco Systems (CSCO) 0.1 $236k 3.8k 61.71
International Business Machines (IBM) 0.1 $217k 872.00 248.69
Gilead Sciences (GILD) 0.1 $213k 1.9k 112.06
Ishares Tr U.s. Tech Etf (IYW) 0.1 $213k 1.5k 140.44
Accenture Plc Ireland Shs Class A (ACN) 0.1 $209k 670.00 311.95
McDonald's Corporation (MCD) 0.1 $209k 668.00 312.39
3M Company (MMM) 0.1 $208k 1.4k 146.86
Oneok (OKE) 0.1 $207k 2.1k 99.22
Ecolab (ECL) 0.1 $203k 800.00 253.63
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.1 $201k 4.0k 50.23
Johnson Ctls Intl SHS (JCI) 0.1 $201k 2.5k 80.09
Richtech Robotics CL B (RR) 0.0 $20k 10k 1.98
Ocugen (OCGN) 0.0 $7.1k 10k 0.71