Peak Retirement Planning, Inc. Purchases in Q3 2025

Peak Retirement Planning, Inc.

  • $355 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Invesco Qqq Trust, Series 1
25.7K
New
N/A
25.7K $15.4B
Spdr Gold Mini Shares Trust
166K
New
N/A
166K $12.7B
XLB
Select Sector Spdr Fd Material

ETFs
116K
+ 4346.96%
$86.72 - $92.61 $10.1M - $10.7M
119K $10.6B
VEA
Vanguard Ftse Developed Market

ETFs
127K
+ 92.0%
$56.02 - $60.3 $7.1M - $7.64M
264K $15.8B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.26K
+ 51.17%
$567.77 - $614.76 $4.12M - $4.46M
21.4K $13.1B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
75.1K
+ 57.36%
$49.43 - $54.52 $3.71M - $4.09M
206K $11.2B
XLY
Select Sector Spdr Consumer Di

ETFs
11.5K
+ 33.54%
$216.09 - $242.18 $2.49M - $2.79M
45.9K $11B
XLC
Select Sector Spdr Tr Communic

ETFs
22K
+ 29.38%
$105.99 - $119.41 $2.33M - $2.63M
97K $11.5B
XLRE
Select Sector Spdr Tr Real Est

ETFs
71.7K
+ 39.14%
$40.94 - $42.85 $2.94M - $3.07M
255K $10.7B
VUG
Vanguard Growth ETF

ETFs
4.5K
+ 26.23%
$433.97 - $484.08 $1.95M - $2.18M
21.7K $10.4B
VBK
Vanguard Small Cap Growth ETF

ETFs
8.06K
+ 98.26%
$276.51 - $305.12 $2.23M - $2.46M
16.3K $4.84B
EXEL
Exelixis, Inc.

Healthcare
56.5K
New
$36.22 - $46.25 $2.05M - $2.61M
56.5K $2.33B
VOT
Vanguard Mid Cap Growth Index

ETFs
7.22K
+ 37.5%
$282.75 - $294.19 $2.04M - $2.12M
26.5K $7.78B
RL
Ralph Lauren Corp

Consumer Cyclical
6.86K
New
$272.1 - $320.75 $1.87M - $2.2M
6.86K $2.15B
VBR
Vanguard Small Cap Value ETF

ETFs
7.82K
+ 32.52%
$195.41 - $212.37 $1.53M - $1.66M
31.8K $6.65B
PINS
Pinterest, Inc.

Communication Services
57.5K
New
$32.17 - $39.17 $1.85M - $2.25M
57.5K $1.85B
APP
App Lovin Corp

Technology
550
+ 14.14%
$335.1 - $718.54 $184K - $395K
4.44K $3.19B
ITW
Illinois Tool Works Inc

Industrials
6.8K
New
$252.31 - $269.41 $1.71M - $1.83M
6.8K $1.77B
KHC
Kraft Heinz CO

Consumer Defensive
63.5K
New
$25.63 - $28.94 $1.63M - $1.84M
63.5K $1.65B
VTI
Vanguard Total Stock Market Et

ETFs
3.86K
+ 28.3%
$303.93 - $329.86 $1.17M - $1.27M
17.5K $5.74B
CMCSA
Comcast Corp

Communication Services
50K
New
$31.41 - $36.33 $1.57M - $1.82M
50K $1.57B
CNC
Centene Corp

Healthcare
46.6K
+ 181.61%
$25.21 - $56.65 $1.17M - $2.64M
72.2K $2.58B
GOOGL
Alphabet Inc.

Communication Services
1.79K
+ 16.33%
$174.36 - $254.72 $312K - $456K
12.8K $3.1B
GE
General Electric CO

Industrials
3.72K
New
$244.75 - $305.63 $910K - $1.14M
3.72K $1.12B
MSFT
Microsoft Corp

Technology
1.36K
+ 21.76%
$491.09 - $535.64 $665K - $726K
7.58K $3.93B
THC
Tenet Healthcare Corp

Healthcare
2.9K
+ 32.49%
$148.38 - $203.04 $430K - $589K
11.8K $2.4B
CHWY
Chewy, Inc.

Consumer Cyclical
21.9K
+ 71.5%
$34.27 - $42.33 $752K - $928K
52.6K $2.13B
ABT
Abbott Laboratories

Healthcare
6.16K
+ 46.63%
$120.51 - $136.62 $742K - $842K
19.4K $2.59B
JPM
Jpmorgan Chase & CO

Financial Services
2.09K
+ 38.67%
$282.78 - $316.06 $591K - $660K
7.49K $2.36B
AAPL
Apple Inc.

Technology
617
+ 4.93%
$202.38 - $256.87 $125K - $158K
13.1K $3.34B
MPWR
Monolithic Power Systems Inc

Technology
371
+ 16.82%
$711.24 - $922.81 $264K - $342K
2.58K $2.37B
ZM
Zoom Video Communications, Inc.

Technology
8.13K
+ 44.74%
$69.77 - $86.83 $567K - $706K
26.3K $2.17B
WSM
Williams Sonoma Inc

Consumer Cyclical
2.32K
+ 24.88%
$163.62 - $210.2 $379K - $487K
11.6K $2.27B
AVGO
Broadcom Inc.

Technology
1.16K
+ 17.33%
$264.74 - $369.57 $306K - $427K
7.82K $2.58B
VTV
Vanguard Value ETF

ETFs
2.49K
+ 9.66%
$175.51 - $186.57 $437K - $465K
28.3K $5.28B
JNJ
Johnson & Johnson

Healthcare
2.27K
+ 25.06%
$155.17 - $185.42 $352K - $420K
11.3K $2.1B
PANW
Palo Alto Networks Inc

Technology
3.49K
+ 42.88%
$167.06 - $208.19 $582K - $726K
11.6K $2.36B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.79K
+ 1.31%
$100.37 - $100.74 $681K - $684K
525K $52.8B
CHTR
Charter Communications, Inc.

Communication Services
4.3K
+ 115.49%
$256.57 - $418.22 $1.1M - $1.8M
8.03K $2.21B
VIG
Vanguard Dividend Appreciation

ETFs
2.88K
+ 67.3%
N/A
7.16K $1.55B
DHI
Horton D R Inc

Consumer Cyclical
903
+ 7.41%
$129.82 - $184.04 $117K - $166K
13.1K $2.22B
PHM
Pultegroup Inc

Consumer Cyclical
1.89K
+ 12.81%
$108.0 - $141.42 $204K - $267K
16.6K $2.19B
SNA
Snap On Inc

Industrials
1.41K
+ 35.37%
$313.01 - $346.53 $443K - $490K
5.41K $1.88B
FLEX
Flex Ltd.

Technology
5.78K
+ 16.68%
$48.49 - $59.33 $280K - $343K
40.4K $2.34B
NVDA
Nvidia Corp

Technology
1.18K
+ 8.97%
$153.3 - $186.58 $181K - $220K
14.4K $2.68B
PG
Procter & Gamble CO

Consumer Defensive
4.16K
+ 52.15%
$150.47 - $161.22 $627K - $671K
12.1K $1.87B
Ge Vernova Inc. Common Stock
952
New
N/A
952 $586M
GIS
General Mills Inc

Consumer Defensive
12K
+ 51.15%
$48.44 - $53.83 $581K - $646K
35.5K $1.79B
NBIX
Neurocrine Biosciences Inc

Healthcare
2.82K
+ 23.69%
$123.98 - $146.67 $349K - $413K
14.7K $2.07B
Activity Summary
Buys All Purchases 118 New Holdings 22 Increased Positions 96 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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