Peak Asset Management, LLC Purchases in Q4 2024

Peak Asset Management, LLC

  • $529 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
30.3K
+ 18.69%
$99.0 - $99.5 $3M - $3.01M
192K $19M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
18.8K
+ 112.88%
$81.68 - $82.93 $1.53M - $1.56M
35.4K $2.9M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
9.37K
New
$115.08 - $119.55 $1.08M - $1.12M
9.37K $1.08M
VGSH
Vanguard

ETFs
15.4K
+ 5.43%
$58.02 - $58.88 $894K - $907K
299K $17.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
351
+ 1.99%
$481.22 - $538.17 $169K - $189K
17.9K $9.17M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
522
+ 3.9%
$521.84 - $558.82 $272K - $292K
13.9K $7.5M
AVUV
American Centy ETF Tr Avantis

ETFs
3.53K
+ 2.61%
$94.37 - $106.41 $333K - $376K
139K $13.4M
IEF
Ishares Barclays

ETFs
2.65K
New
$92.08 - $98.18 $244K - $260K
2.65K $244K
ADP
Automatic Data Processing Inc

Industrials
703
New
$280.08 - $307.97 $197K - $217K
703 $205K
VNLA
Janus Henderson Short Duration

ETFs
3.32K
+ 7.0%
$48.82 - $49.11 $162K - $163K
50.7K $2.48M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.27K
+ 2.54%
$174.22 - $187.62 $395K - $425K
91.4K $16M
PANW
Palo Alto Networks Inc

Technology
594
+ 100.0%
$181.96 - $405.9 $108K - $241K
1.19K $216K
SCHX
Schwab Strategic Tr Us Large C

ETFs
13.3K
+ 200.0%
$22.4 - $68.28 $299K - $911K
20K $463K
DE
Deere & CO

Industrials
1
+ 0.09%
$389.45 - $466.0 $389 - $466
1.11K $470K
Blackrock Inc
395
New
N/A
395 $0
ACN
Accenture PLC

Technology
32
+ 0.49%
$343.9 - $376.86 $11K - $12.1K
6.61K $2.32M
American Centy ETF Tr
5.1K
+ 5.65%
N/A
95.4K $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5K
+ 200.0%
$26.93 - $84.95 $135K - $425K
7.5K $204K
CVX
Chevron Corp

Energy
416
+ 1.29%
$141.15 - $162.53 $58.7K - $67.6K
32.5K $4.71M
MMM
3 M CO

Industrials
1
+ 0.03%
$124.74 - $137.12 $125 - $137
3.16K $408K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.98K
+ 100.0%
$18.41 - $40.87 $110K - $244K
12K $221K
PFE
Pfizer Inc

Healthcare
2
+ 0.01%
$24.8 - $30.19 $49.6 - $60.4
28.4K $752K
AMAT
Applied Materials Inc

Technology
137
+ 3.86%
$161.44 - $213.89 $22.1K - $29.3K
3.69K $599K
MRK
Merck & Co., Inc.

Healthcare
590
+ 3.46%
$96.31 - $114.76 $56.8K - $67.7K
17.6K $1.75M
COP
Conocophillips

Energy
1.89K
+ 2.91%
$95.12 - $114.72 $179K - $216K
66.8K $6.63M
ADBE
Adobe Inc.

Technology
147
+ 3.72%
$437.39 - $552.96 $64.3K - $81.3K
4.1K $1.82M
UNP
Union Pacific Corp

Industrials
1
+ 0.01%
$223.15 - $249.32 $223 - $249
14.4K $3.28M
MSFT
Microsoft Corp

Technology
51
+ 0.08%
$406.35 - $454.46 $20.7K - $23.2K
61.1K $25.8M
VGLT
Vanguard Long Term Treasury Et

ETFs
6.31K
+ 3.39%
$55.1 - $61.74 $348K - $390K
193K $10.7M
Activity Summary
Buys All Purchases 30 New Holdings 4 Increased Positions 26 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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