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Peak shares owned by AssuredPartners Investment Advisors

Quarter-by-quarter ownership of Peak (DOC) shares owned by AssuredPartners Investment Advisors from 13F filings

Historical chart of AssuredPartners Investment Advisors investment in Peak

Tip: Access up to 7 years of quarterly data

All positions including Peak held by AssuredPartners Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by AssuredPartners Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $344k 21k 16.08
2025-03-31 $447k 22k 20.22

More positions owned by AssuredPartners Investment Advisors

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPTM)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Gold Tr Ishares New (IAU)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Micron Technology (MU)
Tesla Motors (TSLA)

View all positions for AssuredPartners Investment Advisors

Top funds holding Peak

Vanguard Group
BlackRock
State Street Corporation
Hanna Zanoni
Jpmorgan Chase & Co
Principal Financial Group
Geode Capital Management
Invesco
Charles Schwab Investment Management
Dimensional Fund Advisors
Bank of New York Mellon
Norges Bank Investment Management
Cullen Capital Management
Northern Trust
Citadel Advisors

View all funds holding Peak