Peak Asset Management, LLC Purchases in Q1 2025

Peak Asset Management, LLC

  • $516 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
5
New
$663000.0 - $801950.0 $3.32M - $4.01M
5 $3.99M
VGSH
Vanguard

ETFs
22.8K
+ 7.63%
$58.07 - $58.69 $1.33M - $1.34M
322K $18.9M
UBER
Uber Technologies, Inc

Technology
20.3K
New
$63.17 - $81.49 $1.28M - $1.65M
20.3K $1.48M
AMAT
Applied Materials Inc

Technology
7.84K
+ 212.59%
$145.06 - $195.51 $1.14M - $1.53M
11.5K $1.67M
VGLT
Vanguard Long Term Treasury Et

ETFs
6.78K
+ 3.52%
$53.99 - $58.43 $366K - $396K
199K $11.5M
VNLA
Janus Henderson Short Duration

ETFs
16.3K
+ 32.2%
$48.89 - $49.21 $797K - $803K
67K $3.29M
CSCO
Cisco Systems, Inc.

Technology
923
+ 0.39%
$58.74 - $64.87 $54.2K - $59.9K
240K $14.8M
PJP
Invesco Exchange Traded Fd Tr

ETFs
850
+ 0.64%
$81.43 - $87.33 $69.2K - $74.2K
133K $11.5M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
20
+ 1.04%
$1187.71 - $1432.58 $23.8K - $28.7K
1.94K $2.78M
COP
Conocophillips

Energy
1.04K
+ 1.56%
$88.6 - $105.85 $92.4K - $110K
67.9K $7.13M
GBIL
Goldman Sachs Access Treasury

ETFs
2.78K
New
$99.85 - $100.19 $278K - $279K
2.78K $278K
PM
Philip Morris International Inc.

Consumer Defensive
1.46K
New
$117.15 - $158.79 $171K - $232K
1.46K $231K
AMGN
Amgen Inc

Healthcare
739
New
$258.59 - $327.36 $191K - $242K
739 $230K
SPYG
Spdr Portfolio

ETFs
2.83K
New
$80.05 - $92.39 $227K - $262K
2.83K $227K
BDX
Becton Dickinson & CO

Healthcare
528
+ 1.12%
$222.79 - $249.08 $118K - $132K
47.8K $11M
NVS
Novartis Ag

Healthcare
2K
New
$97.14 - $115.57 $194K - $231K
2K $222K
BMY
Bristol Myers Squibb CO

Healthcare
375
+ 0.99%
$53.9 - $63.11 $20.2K - $23.7K
38.1K $2.33M
IBM
International Business Machines Corp

Technology
299
+ 14.23%
$217.4 - $264.74 $65K - $79.2K
2.4K $596K
AVEM
American Centy ETF Tr Avantis

ETFs
810
+ 1.51%
$57.11 - $62.4 $46.3K - $50.5K
54.5K $3.28M
DE
Deere & CO

Industrials
50
+ 4.5%
$408.57 - $509.27 $20.4K - $25.5K
1.16K $544K
TJX
Tjx Companies Inc

Consumer Cyclical
360
+ 18.99%
$112.81 - $126.16 $40.6K - $45.4K
2.26K $274K
ADP
Automatic Data Processing Inc

Industrials
100
+ 14.22%
$286.85 - $318.64 $28.7K - $31.9K
803 $245K
UNH
Unitedhealth Group Inc

Healthcare
4
+ 0.2%
$461.52 - $548.18 $1.85K - $2.19K
2.04K $1.07M
MCD
Mcdonalds Corp

Consumer Cyclical
31
+ 2.47%
$279.74 - $321.29 $8.67K - $9.96K
1.28K $401K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
800
+ 6.69%
$18.36 - $20.51 $14.7K - $16.4K
12.8K $252K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
264
+ 2.45%
$42.5 - $46.71 $11.2K - $12.3K
11K $498K
TXN
Texas Instruments Inc

Technology
60
+ 4.7%
N/A
1.34K $260K
META
Meta Platforms, Inc.

Communication Services
44
+ 4.05%
$576.36 - $736.67 $25.4K - $32.4K
1.13K $651K
QCOM
Qualcomm Inc

Technology
25
+ 0.39%
$151.94 - $175.86 $3.8K - $4.4K
6.48K $995K
VTI
Vanguard Total Stock Market Et

ETFs
179
+ 5.73%
$271.18 - $303.12 $48.5K - $54.3K
3.3K $908K
American Centy ETF Tr
5.77K
+ 6.04%
N/A
101K $0
BAC
Bank Of America Corp

Financial Services
38
+ 0.65%
$39.61 - $47.74 $1.51K - $1.81K
5.84K $243K
INTU
Intuit Inc

Technology
8
+ 0.34%
$555.63 - $630.23 $4.45K - $5.04K
2.35K $1.44M
PFE
Pfizer Inc

Healthcare
2
+ 0.01%
$25.01 - $27.13 $50 - $54.3
28.4K $718K
TMO
Thermo Fisher Scientific Inc.

Healthcare
23
+ 0.68%
$497.6 - $606.74 $11.4K - $14K
3.43K $1.7M
MRK
Merck & Co., Inc.

Healthcare
695
+ 3.94%
$83.01 - $101.02 $57.7K - $70.2K
18.3K $1.65M
SPY
Spdr S&P 500 ETF Trust

ETFs
482
+ 3.13%
$551.42 - $612.93 $266K - $295K
15.9K $8.87M
ACN
Accenture PLC

Technology
262
+ 3.97%
$300.91 - $398.25 $78.8K - $104K
6.87K $2.14M
ADBE
Adobe Inc.

Technology
67
+ 1.63%
$377.84 - $464.11 $25.3K - $31.1K
4.17K $1.6M
AVUV
American Centy ETF Tr Avantis

ETFs
8.41K
+ 6.05%
$84.95 - $100.62 $714K - $846K
147K $12.9M
PCAR
Paccar Inc

Industrials
793
+ 0.57%
$96.91 - $112.51 $76.8K - $89.2K
139K $13.6M
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
+ 0.22%
$4295.4 - $5141.88 $25.8K - $30.9K
2.77K $12.8M
EMR
Emerson Electric CO

Industrials
944
+ 0.82%
$108.64 - $131.17 $103K - $124K
116K $12.7M
MSFT
Microsoft Corp

Technology
139
+ 0.23%
$375.39 - $447.2 $52.2K - $62.2K
61.3K $23M
Activity Summary
Buys All Purchases 45 New Holdings 7 Increased Positions 38 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 1 Puts 0
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