Peak Asset Management, LLC Sells in Q1 2025

Peak Asset Management, LLC

  • $516 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-1.9K
- 1.71%
$154.33 - $206.19 $294K - $392K
109K $16.9M
AAPL
Apple Inc.

Technology
-1.85K
- 1.55%
$209.68 - $247.1 $387K - $457K
117K $26M
ORCL
Oracle Corp

Technology
-261
- 0.34%
$139.81 - $186.47 $36.5K - $48.7K
76.7K $10.7M
DIS
Walt Disney CO

Communication Services
-8.19K
- 8.02%
$96.87 - $114.0 $794K - $934K
94K $9.28M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-210
- 1.17%
$468.34 - $539.52 $98.4K - $113K
17.7K $8.32M
AVGO
Broadcom Inc.

Technology
-1.28K
- 13.54%
$167.43 - $244.7 $215K - $314K
8.2K $1.37M
AMZN
Amazon Com Inc

Consumer Cyclical
-36
- 0.14%
$190.26 - $242.06 $6.85K - $8.71K
25.2K $4.79M
VO
Vanguard Mid Cap ETF

ETFs
-2.26K
- 22.96%
$251.87 - $277.95 $570K - $629K
7.6K $1.96M
JPM
Jpmorgan Chase & CO

Financial Services
-4.07K
- 4.76%
$225.19 - $279.95 $915K - $1.14M
81.3K $19.9M
XLE
Energy Sector Spdr

ETFs
-5.96K
- 51.85%
$85.7 - $93.96 $511K - $560K
5.53K $516K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.7K
- 23.03%
$91.45 - $91.75 $430K - $432K
15.7K $1.44M
IWM
Ishares Russell 2000 ETF

ETFs
-90
- 0.53%
$198.1 - $229.79 $17.8K - $20.7K
16.9K $3.37M
NVDA
Nvidia Corp

Technology
-866
- 8.03%
$106.98 - $149.43 $92.6K - $129K
9.92K $1.08M
GOOG
Alphabet Inc.

Communication Services
-383
- 4.24%
$156.06 - $207.71 $59.8K - $79.6K
8.66K $1.35M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-10
- 0.07%
$507.05 - $563.67 $5.07K - $5.64K
13.9K $7.14M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-2.78K
- 29.64%
$114.57 - $118.14 $318K - $328K
6.59K $778K
IVV
Ishares Core S&P 500 ETF

ETFs
-80
- 0.87%
$554.06 - $615.85 $44.3K - $49.3K
9.1K $5.11M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-544
- 0.6%
$169.43 - $182.84 $92.2K - $99.5K
90.8K $15.7M
VB
Vanguard Small Cap ETF

ETFs
-332
- 4.16%
$217.89 - $252.64 $72.3K - $83.9K
7.65K $1.7M
COST
Costco Wholesale Corp

Consumer Defensive
-366
- 8.57%
$890.62 - $1076.86 $326K - $394K
3.9K $3.69M
SNOW
Snowflake Inc.

Technology
-1.1K
- 24.09%
$146.16 - $192.78 $161K - $213K
3.48K $507K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-70
- 0.51%
$102.49 - $119.96 $7.17K - $8.4K
13.7K $1.44M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-250
- 7.81%
$165.25 - $224.62 $41.3K - $56.2K
2.95K $489K
NET
Cloudflare, Inc.

Technology
-1.18K
- 38.0%
$110.71 - $176.5 $130K - $208K
1.92K $216K
SPGI
S&P Global Inc.

Financial Services
-1K
- 2.57%
$478.26 - $543.77 $479K - $544K
38K $19.3M
WFC
Wells Fargo & Company

Financial Services
-2.08K
- 6.97%
$66.78 - $81.42 $139K - $169K
27.7K $1.99M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-24
- 0.97%
$211.47 - $267.17 $5.08K - $6.41K
2.46K $519K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.58K
- 12.89%
$21.75 - $24.28 $56.1K - $62.6K
17.4K $384K
NKE
Nike, Inc.

Consumer Cyclical
-25
- 0.43%
$63.29 - $81.72 $1.58K - $2.04K
5.74K $364K
NEE
Nextera Energy Inc

Utilities
-925
- 17.3%
$66.96 - $76.16 $61.9K - $70.4K
4.42K $313K
CHD
Church & Dwight CO Inc

Consumer Defensive
-938
- 14.6%
$101.42 - $113.2 $95.1K - $106K
5.49K $603K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-141
- 14.86%
$408.78 - $448.82 $57.6K - $63.3K
808 $339K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-475
- 6.13%
$57.21 - $65.8 $27.2K - $31.3K
7.28K $424K
PEP
Pepsico Inc

Consumer Defensive
-212
- 1.87%
$142.64 - $156.42 $30.2K - $33.2K
11.2K $1.67M
HD
Home Depot, Inc.

Consumer Cyclical
-50
- 4.51%
$347.25 - $424.87 $17.4K - $21.2K
1.06K $387K
SO
Southern CO

Utilities
-810
- 20.93%
$80.96 - $92.96 $65.6K - $75.3K
3.06K $281K
PG
Procter & Gamble CO

Consumer Defensive
-581
- 2.38%
$158.56 - $176.26 $92.1K - $102K
23.8K $4.06M
IWN
Ishares Russell2000 Val ETF

ETFs
-17
- 0.93%
$149.27 - $169.4 $2.54K - $2.88K
1.81K $272K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-337
- 0.95%
$81.83 - $82.73 $27.6K - $27.9K
35.1K $2.9M
Labcorp Holdings Inc
-200
- 9.45%
N/A
1.92K $0
Jpmorgan Chase Finl CO LLC
-4.14K
- 17.04%
N/A
20.1K $0
VZ
Verizon Communications Inc

Communication Services
-1.08K
- 11.73%
$37.81 - $46.49 $40.7K - $50K
8.1K $367K
VEA
Vanguard Ftse Developed Market

ETFs
-100
- 1.0%
$47.4 - $52.99 $4.74K - $5.3K
9.9K $503K
GLD
Spdr Gold Trust

ETFs
-65
- 6.84%
$243.19 - $288.14 $15.8K - $18.7K
885 $255K
MDT
Medtronic PLC

Healthcare
-2.81K
- 8.84%
$79.84 - $94.5 $224K - $266K
29K $2.6M
KMI
Kinder Morgan, Inc.

Energy
-2.63K
- 2.06%
$26.1 - $31.22 $68.5K - $82K
125K $3.56M
SLB
Schlumberger Limited

Energy
-430
- 1.09%
$38.4 - $43.74 $16.5K - $18.8K
38.9K $1.63M
FTNT
Fortinet, Inc.

Technology
-1.16K
- 0.89%
$92.49 - $114.57 $107K - $132K
129K $12.4M
XOM
Exxon Mobil Corp

Energy
-347
- 2.26%
$105.44 - $118.93 $36.6K - $41.3K
15K $1.78M
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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