Peak Planning Group

Peak Planning Group as of June 30, 2025

Portfolio Holdings for Peak Planning Group

Peak Planning Group holds 90 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 11.2 $18M 32k 551.63
Ishares Tr Core S&p500 Etf (IVV) 10.6 $17M 27k 620.91
Apple (AAPL) 9.8 $15M 75k 205.17
Berkshire Hathaway Inc Del Cl B New (BRK.B) 9.0 $14M 29k 485.77
Microsoft Corporation (MSFT) 6.7 $10M 21k 497.41
First Tr Exchange Traded Risng Divd Achiv (RDVY) 4.4 $6.8M 109k 62.74
Amazon (AMZN) 3.9 $6.0M 28k 219.39
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 3.5 $5.4M 109k 49.76
NVIDIA Corporation (NVDA) 2.9 $4.5M 28k 157.99
Ishares Tr Us Consm Staples (IYK) 2.8 $4.4M 62k 70.48
JPMorgan Chase & Co. (JPM) 2.1 $3.2M 11k 289.90
Alphabet Cap Stk Cl C (GOOG) 1.9 $3.0M 17k 177.39
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.4 $2.1M 12k 181.74
Spdr Gold Tr Gold Shs (GLD) 1.3 $2.0M 6.6k 304.83
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $2.0M 3.2k 617.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $1.9M 3.4k 568.03
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.7M 9.8k 176.24
Broadcom (AVGO) 0.9 $1.5M 5.4k 275.67
TowneBank (TOWN) 0.9 $1.5M 42k 34.18
Eaton Corp SHS (ETN) 0.9 $1.4M 4.0k 357.01
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.9 $1.4M 32k 42.55
Raymond James Financial (RJF) 0.8 $1.3M 8.6k 153.36
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.8 $1.3M 32k 40.65
Select Sector Spdr Tr Energy (XLE) 0.8 $1.3M 15k 84.81
Vaneck Etf Trust Semiconductr Etf (SMH) 0.8 $1.3M 4.5k 278.88
Wal-Mart Stores (WMT) 0.8 $1.2M 13k 97.78
Exxon Mobil Corporation (XOM) 0.6 $1.0M 9.3k 107.80
Marathon Petroleum Corp (MPC) 0.6 $981k 5.9k 166.11
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.6 $971k 11k 90.89
Procter & Gamble Company (PG) 0.5 $801k 5.0k 159.33
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.5 $713k 1.3k 566.44
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $706k 1.7k 424.58
Ishares Tr Core S&p Us Gwt (IUSG) 0.4 $687k 4.6k 150.40
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $640k 10k 62.02
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $639k 1.5k 440.61
Ishares Tr Broad Usd High (USHY) 0.4 $629k 17k 37.51
Applied Materials (AMAT) 0.4 $580k 3.2k 183.06
Wisdomtree Tr India Erngs Fd (EPI) 0.4 $579k 12k 47.47
First Tr Exchange-traded No Amer Energy (EMLP) 0.4 $570k 15k 37.51
Visa Com Cl A (V) 0.4 $563k 1.6k 355.01
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $560k 5.1k 109.29
Welltower Inc Com reit (WELL) 0.3 $546k 3.6k 153.73
Chubb (CB) 0.3 $533k 1.8k 289.71
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.3 $532k 5.4k 98.31
Antero Res (AR) 0.3 $524k 13k 40.28
Home Depot (HD) 0.3 $511k 1.4k 366.72
Rbc Cad (RY) 0.3 $494k 3.8k 131.55
Talen Energy Corp (TLN) 0.3 $487k 1.7k 290.77
Wells Fargo & Company (WFC) 0.3 $467k 5.8k 80.12
McKesson Corporation (MCK) 0.3 $467k 637.00 732.69
Enterprise Products Partners (EPD) 0.3 $456k 15k 31.01
Etf Ser Solutions Aptus Collrd Inv (ACIO) 0.3 $455k 11k 41.40
Meta Platforms Cl A (META) 0.3 $447k 605.00 738.44
Palantir Technologies Cl A (PLTR) 0.3 $446k 3.3k 136.32
Motorola Solutions Com New (MSI) 0.3 $439k 1.0k 420.61
Lowe's Companies (LOW) 0.3 $427k 1.9k 221.85
Builders FirstSource (BLDR) 0.3 $408k 3.5k 116.69
Chevron Corporation (CVX) 0.3 $395k 2.8k 143.17
Duke Energy Corp Com New (DUK) 0.2 $350k 3.0k 117.99
Kkr & Co (KKR) 0.2 $346k 2.6k 133.02
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.2 $328k 3.2k 101.23
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $317k 5.2k 61.21
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.2 $315k 5.3k 59.25
Ishares Tr U.s. Tech Etf (IYW) 0.2 $314k 1.8k 173.27
Costco Wholesale Corporation (COST) 0.2 $307k 310.00 988.78
First Tr Exchange-traded SHS (FVD) 0.2 $306k 6.8k 44.70
International Business Machines (IBM) 0.2 $297k 1.0k 294.82
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $286k 5.0k 56.85
Nexstar Media Group Common Stock (NXST) 0.2 $279k 1.6k 172.95
Cme (CME) 0.2 $274k 993.00 275.60
S&p Global (SPGI) 0.2 $268k 508.00 526.97
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.2 $265k 30k 8.89
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $263k 2.2k 121.38
Cisco Systems (CSCO) 0.2 $263k 3.8k 69.38
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $256k 2.7k 94.63
Ishares Tr Eafe Value Etf (EFV) 0.2 $255k 4.0k 63.48
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.2 $246k 4.9k 50.21
Truist Financial Corp equities (TFC) 0.2 $246k 5.7k 42.99
Johnson & Johnson (JNJ) 0.2 $245k 1.6k 152.74
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $241k 2.4k 99.20
Netflix (NFLX) 0.2 $240k 179.00 1339.13
Johnson Ctls Intl SHS (JCI) 0.2 $237k 2.2k 105.60
Spotify Technology S A SHS (SPOT) 0.1 $234k 305.00 767.34
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.1 $223k 3.3k 67.59
McDonald's Corporation (MCD) 0.1 $220k 754.00 292.36
Ecolab (ECL) 0.1 $216k 800.00 269.56
Gilead Sciences (GILD) 0.1 $211k 1.9k 110.89
Raytheon Technologies Corp (RTX) 0.1 $209k 1.4k 146.05
Merck & Co (MRK) 0.1 $204k 2.6k 79.15
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $202k 3.9k 52.06