Peak Asset Management, LLC Sells in Q3 2024

Peak Asset Management, LLC

  • $519 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-5.47K
- 8.22%
$395.15 - $467.56 $2.16M - $2.56M
61.1K $26.3M
GOOGL
Alphabet Inc.

Communication Services
-2.21K
- 1.95%
$148.65 - $191.18 $329K - $423K
111K $18.5M
DIS
Walt Disney CO

Communication Services
-5.27K
- 4.78%
$85.6 - $98.61 $451K - $520K
105K $10.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-8.51K
- 27.79%
$91.42 - $91.82 $778K - $781K
22.1K $2.03M
COP
Conocophillips

Energy
-779
- 1.19%
$102.3 - $116.61 $79.7K - $90.8K
64.9K $6.84M
MKSI
Mks Instruments Inc

Technology
-2.04K
- 16.47%
$103.52 - $144.6 $211K - $295K
10.4K $1.13M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-6.21K
- 27.17%
$81.31 - $83.29 $505K - $517K
16.6K $1.38M
EMR
Emerson Electric CO

Industrials
-1.9K
- 1.6%
$98.19 - $118.87 $187K - $226K
117K $12.8M
MRK
Merck & Co., Inc.

Healthcare
-867
- 4.84%
$111.15 - $128.97 $96.4K - $112K
17K $1.94M
SNOW
Snowflake Inc.

Technology
-1.39K
- 23.28%
$108.56 - $143.02 $151K - $199K
4.58K $525K
AMZN
Amazon Com Inc

Consumer Cyclical
-135
- 0.53%
$161.02 - $200.0 $21.7K - $27K
25.6K $4.76M
GOOG
Alphabet Inc.

Communication Services
-71
- 0.76%
$149.54 - $192.66 $10.6K - $13.7K
9.3K $1.55M
NVDA
Nvidia Corp

Technology
-1.03K
- 8.38%
$98.91 - $134.91 $102K - $139K
11.3K $1.37M
WFC
Wells Fargo & Company

Financial Services
-944
- 3.06%
$51.58 - $60.97 $48.7K - $57.6K
29.9K $1.69M
INTC
Intel Corp

Technology
-1.85K
- 14.46%
$18.9 - $34.87 $35K - $64.5K
10.9K $256K
BLK
Black Rock Inc.

Financial Services
-226
- 36.39%
$782.27 - $949.51 $177K - $215K
395 $375K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-335
- 26.09%
$386.81 - $423.12 $130K - $142K
949 $401K
INTU
Intuit Inc

Technology
-2
- 0.09%
$602.97 - $670.49 $1.21K - $1.34K
2.34K $1.45M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-731
- 9.59%
$100.09 - $100.69 $73.2K - $73.6K
6.89K $693K
APH
Amphenol Corp

Technology
-70
- 0.29%
$58.39 - $70.41 $4.09K - $4.93K
24.4K $1.59M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-1K
- 23.58%
$65.06 - $71.72 $65.1K - $71.7K
3.24K $230K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-300
- 8.57%
$147.95 - $191.05 $44.4K - $57.3K
3.2K $555K
JPM
Jpmorgan Chase & CO

Financial Services
-3.76K
- 4.12%
$194.9 - $224.8 $733K - $846K
87.6K $18.5M
GLD
Spdr Gold Trust

ETFs
-175
- 15.56%
$215.56 - $246.98 $37.7K - $43.2K
950 $230K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-260
- 8.53%
$75.47 - $83.18 $19.6K - $21.6K
2.79K $231K
Jpmorgan Chase Finl CO LLC
-432
- 1.64%
N/A
25.9K $0
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1K
- 8.5%
$41.9 - $48.26 $41.9K - $48.3K
10.8K $514K
VUSB
Vanguard Bd Index Fds
-756
- 5.63%
N/A
12.7K $0
TGT
Target Corp

Consumer Defensive
-52
- 2.03%
$133.47 - $159.25 $6.94K - $8.28K
2.51K $390K
SO
Southern CO

Utilities
-340
- 8.08%
$77.0 - $90.52 $26.2K - $30.8K
3.87K $348K
VTI
Vanguard Total Stock Market Et

ETFs
-96
- 2.87%
$255.18 - $283.2 $24.5K - $27.2K
3.25K $918K
VZ
Verizon Communications Inc

Communication Services
-49
- 0.53%
$38.89 - $45.0 $1.91K - $2.21K
9.17K $411K
NKE
Nike, Inc.

Consumer Cyclical
-500
- 7.98%
$71.09 - $89.44 $35.5K - $44.7K
5.76K $509K
WMT
Walmart Inc.

Consumer Defensive
-255
- 4.64%
$66.91 - $81.4 $17.1K - $20.8K
5.24K $422K
RSG
Republic Services, Inc.

Industrials
-125
- 1.01%
$189.34 - $208.21 $23.7K - $26K
12.3K $2.46M
VB
Vanguard Small Cap ETF

ETFs
-432
- 5.13%
$214.77 - $237.72 $92.8K - $103K
7.98K $1.89M
COST
Costco Wholesale Corp

Consumer Defensive
-106
- 2.42%
$801.83 - $917.05 $85K - $97.2K
4.28K $3.79M
ECL
Ecolab Inc.

Basic Materials
-517
- 4.33%
$228.86 - $255.76 $118K - $132K
11.4K $2.92M
BDX
Becton Dickinson & CO

Healthcare
-1.05K
- 2.15%
$221.47 - $242.41 $233K - $255K
47.9K $11.5M
VO
Vanguard Mid Cap ETF

ETFs
-435
- 4.12%
$237.84 - $263.83 $103K - $115K
10.1K $2.67M
SYK
Stryker Corp

Healthcare
-2.71K
- 5.19%
$315.94 - $371.96 $857K - $1.01M
49.6K $17.9M
V
Visa Inc.

Financial Services
-2.23K
- 3.75%
$253.74 - $291.56 $567K - $651K
57.4K $15.8M
JNJ
Johnson & Johnson

Healthcare
-425
- 3.39%
$145.48 - $167.38 $61.8K - $71.1K
12.1K $1.96M
IVV
Ishares Core S&P 500 ETF

ETFs
-250
- 2.58%
$520.18 - $576.82 $130K - $144K
9.43K $5.44M
PG
Procter & Gamble CO

Consumer Defensive
-177
- 0.72%
$160.76 - $177.82 $28.5K - $31.5K
24.5K $4.24M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-296
- 2.95%
$523.84 - $572.02 $155K - $169K
9.75K $5.55M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-20
- 0.13%
$125.95 - $142.04 $2.52K - $2.84K
14.9K $2.11M
KMI
Kinder Morgan, Inc.

Energy
-3.89K
- 2.84%
$19.72 - $22.22 $76.6K - $86.3K
133K $2.94M
PJP
Invesco Exchange Traded Fd Tr

ETFs
-4.55K
- 3.33%
$80.08 - $89.33 $365K - $407K
132K $11.5M
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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