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Peak shares owned by MONECO Advisors

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

Historical chart of MONECO Advisors investment in Peak

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Peak by MONECO Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 90k 22.87

More positions owned by MONECO Advisors

Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr S&p 100 Etf (OEF)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Microsoft Corporation (MSFT)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for MONECO Advisors

Top funds holding Peak

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Invesco
Cohen & Steers Capital Management
Geode Capital Management
Hanna Zanoni
Morgan Stanley
Centersquare Investment Management
Dimensional Fund Advisors
Charles Schwab Investment Management
Cullen Capital Management
Deutsche Bank Aktiengesellschaft

View all funds holding Peak