Peak Financial Advisors »

Eli Lilly & Co. shares owned by Peak Financial Advisors

Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Peak Financial Advisors from 13F filings

Historical chart of Peak Financial Advisors investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

All positions including Eli Lilly & Co. held by Peak Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Eli Lilly & Co. by Peak Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 3.7k 777.96
2023-12-31 $2.3M 4.0k 582.92

More positions owned by Peak Financial Advisors

Simplify Exchange Traded Fun Mbs Etf (MTBA)
World Gold Tr Spdr Gld Minis (GLDM)
Simplify Exchange Traded Fun Volatility Prem (SVOL)
Simplify Exchange Traded Fun Managed Futures (CTA)
Simplify Exchange Traded Fun Short Term Trea (TUA)
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)
Ishares Tr Msci India Etf (INDA)
Ishares Tr Jpmorgan Usd Emg (EMB)
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Corpay Com Shs
Pulte (PHM)

View all positions for Peak Financial Advisors

Top funds holding Eli Lilly & Co.

Lilly Endowment
Vanguard Group
Pnc Financial Services
PRIMECAP Management Company
T. Rowe Price Associates
Jpmorgan Chase & Co
State Farm Mutual Automobile Insurance Company
Wellington Management Company
Bank of America Corporation
Norges Bank Investment Management
Jennison Associates
Legal & General Group
Bank of New York Mellon
Alliancebernstein
Goldman Sachs Group

View all funds holding Eli Lilly & Co.