Peak Asset Management, LLC Purchases in Q3 2024

Peak Asset Management, LLC

  • $519 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FTNT
Fortinet, Inc.

Technology
4.12K
+ 3.26%
$55.39 - $77.55 $228K - $319K
131K $10.1M
VGSH
Vanguard

ETFs
37.1K
+ 15.03%
$57.74 - $59.13 $2.14M - $2.19M
284K $16.7M
AVUV
American Centy ETF Tr Avantis

ETFs
14.2K
+ 11.69%
$88.24 - $99.7 $1.25M - $1.41M
136K $13M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.77K
+ 2.03%
$162.83 - $179.16 $288K - $317K
89.1K $16M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
14.8K
+ 10.09%
$98.97 - $99.59 $1.47M - $1.48M
162K $16.1M
ACN
Accenture PLC

Technology
2.47K
+ 60.0%
$295.44 - $355.81 $728K - $877K
6.57K $2.32M
VGLT
Vanguard Long Term Treasury Et

ETFs
2.17K
+ 1.18%
$56.52 - $63.23 $123K - $137K
186K $11.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
850
+ 5.08%
$434.77 - $502.96 $370K - $428K
17.6K $8.59M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
299
+ 2.28%
$475.2 - $527.7 $142K - $158K
13.4K $7.07M
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.03%
$517.38 - $573.86 $2.07K - $2.3K
15.4K $8.85M
ABT
Abbott Laboratories

Healthcare
1.22K
+ 9.0%
$100.07 - $118.13 $122K - $144K
14.8K $1.68M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.18K
+ 90.99%
$211.47 - $281.27 $250K - $332K
2.48K $608K
VFC
V F Corp

Consumer Cyclical
13.2K
New
$12.74 - $19.95 $169K - $264K
13.2K $264K
AVEM
American Centy ETF Tr Avantis

ETFs
1.06K
+ 2.01%
$57.2 - $65.59 $60.7K - $69.6K
54K $3.49M
CAT
Caterpillar Inc

Industrials
564
New
$316.8 - $391.12 $179K - $221K
564 $220K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.5K
New
$77.02 - $85.06 $193K - $213K
2.5K $211K
XLF
Financial Sector Spdr

ETFs
7
+ 0.03%
$40.84 - $45.74 $286 - $320
24.4K $1.11M
QCOM
Qualcomm Inc

Technology
1.3K
+ 24.92%
$156.12 - $209.64 $202K - $271K
6.49K $1.1M
AVGO
Broadcom Inc.

Technology
8.5K
+ 868.34%
$136.27 - $1745.86 $1.16M - $14.8M
9.48K $1.64M
VNLA
Janus Henderson Short Duration

ETFs
730
+ 1.57%
$48.34 - $49.08 $35.3K - $35.8K
47.3K $2.32M
AMAT
Applied Materials Inc

Technology
708
+ 24.92%
$174.88 - $254.97 $124K - $181K
3.55K $717K
XLY
Select Sector Spdr Consumer Di

ETFs
2
+ 0.08%
$170.05 - $200.86 $340 - $402
2.5K $499K
XOM
Exxon Mobil Corp

Energy
1
+ 0.01%
$109.72 - $119.0 $110 - $119
15.7K $1.84M
PFE
Pfizer Inc

Healthcare
1
+ 0.0%
$27.7 - $31.39 $27.7 - $31.4
28.4K $820K
American Centy ETF Tr
4.56K
+ 5.32%
N/A
90.3K $0
Amentum Holdings Inc
24K
New
N/A
24K $0
SLB
Schlumberger Limited

Energy
2.86K
+ 7.84%
$39.57 - $49.67 $113K - $142K
39.3K $1.65M
ADBE
Adobe Inc.

Technology
60
+ 1.54%
$508.13 - $586.55 $30.5K - $35.2K
3.95K $2.05M
CVX
Chevron Corp

Energy
845
+ 2.7%
$137.88 - $161.97 $117K - $137K
32.1K $4.73M
PCAR
Paccar Inc

Industrials
1.22K
+ 0.88%
$91.64 - $109.98 $112K - $134K
139K $13.7M
Activity Summary
Buys All Purchases 31 New Holdings 4 Increased Positions 27 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 1 Puts 0
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