Peak Financial Advisors LLC Portfolio Holdings

Peak Financial Advisors LLC

  • $156 Million
  • Q4 2024

Peak Financial Advisors LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $156 Million distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: World Gold Trust with a value of $11.7M, Spdr Portfolio S&P 500 ETF (Ma with a value of $11.2M, Simplify ETF Simplify Volatili with a value of $10.1M, Simplify Exch Traded Fds Simpl with a value of $9.06M, and Vaneck ETF Tr Fallen Angel Hig with a value of $8.16M.

Examining the 13F form we can see an decrease of $2.62M in the current position value, from $159M to 156M.

Below you can find more details about Peak Financial Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $156 Million
ETFs: $86.5 Million
Technology: $13.1 Million
Communication Services: $10.7 Million
Industrials: $9.54 Million
Consumer Defensive: $7.86 Million
Consumer Cyclical: $7.82 Million
Financial Services: $7.79 Million
Healthcare: $5.69 Million
Other: $7.07 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.98B
$11.7 Million 7.51% of portfolio
225,780
Q4 2024 Reduced 0.35%
$0
$11.2 Million 7.15% of portfolio
161,947
Q4 2024 Added 1,540.97%
$0
$10.1 Million 6.48% of portfolio
486,861
Q4 2024 Added 1.52%
$0
$9.06 Million 5.8% of portfolio
324,683
Q4 2024 Added 3.1%
$0
$8.16 Million 5.22% of portfolio
284,503
Q4 2024 Added 42.12%
$0
$6.51 Million 4.17% of portfolio
123,638
Q4 2024 Added 1.22%
$0
$6.19 Million 3.96% of portfolio
69,531
Q4 2024 Reduced 0.18%
$3.7T
$4.23 Million 2.71% of portfolio
16,883
Q4 2024 Added 247.17%
$1.39T
$3.69 Million 2.37% of portfolio
6,264
Q4 2024 Reduced 0.89%
$0
$3.68 Million 2.35% of portfolio
42,842
Q4 2024 Reduced 0.52%
$1.18T
$3.64 Million 2.33% of portfolio
19,246
Q4 2024 Reduced 0.25%
$2.3T
$3.59 Million 2.3% of portfolio
16,377
Q4 2024 Reduced 2.15%
$29.4B
$3.2 Million 2.05% of portfolio
5,410
Q4 2024 New
$417B
$3.19 Million 2.04% of portfolio
3,477
Q4 2024 Reduced 1.42%
$234B
$3.17 Million 2.03% of portfolio
10,696
Q4 2024 Reduced 1.29%
$0
$3.04 Million 1.94% of portfolio
30,260
Q4 2024 New
$90.2B
$3.01 Million 1.93% of portfolio
8,151
Q4 2024 New
$26.7B
$2.99 Million 1.91% of portfolio
27,460
Q4 2024 Reduced 0.9%
$36.3B
$2.97 Million 1.9% of portfolio
12,997
Q4 2024 New
$78B
$2.89 Million 1.85% of portfolio
22,396
Q4 2024 New
$188B
$2.84 Million 1.82% of portfolio
23,620
Q4 2024 New
$382B
$2.81 Million 1.8% of portfolio
3,156
Q4 2024 Added 0.51%
$26.5B
$2.78 Million 1.78% of portfolio
23,936
Q4 2024 Added 0.73%
$0
$2.4 Million 1.54% of portfolio
24,377
Q4 2024 New
$0
$2.4 Million 1.53% of portfolio
13,452
Q4 2024 Added 1.55%
$35.9B
$2.37 Million 1.52% of portfolio
76,696
Q4 2024 Reduced 1.29%
$0
$2.34 Million 1.5% of portfolio
42,643
Q4 2024 Reduced 52.25%
$0
$1.75 Million 1.12% of portfolio
65,279
Q4 2024 Reduced 0.1%
$0
$1.61 Million 1.03% of portfolio
21,247
Q4 2024 Added 0.64%
$0
$1.58 Million 1.01% of portfolio
18,457
Q4 2024 Added 4.48%
$129B
$1.56 Million 1.0% of portfolio
3,201
Q4 2024 New
$0
$1.33 Million 0.85% of portfolio
12,688
Q4 2024 New
$74B
$1.31 Million 0.84% of portfolio
14,462
Q4 2024 New
$26.9B
$1.24 Million 0.79% of portfolio
151
Q4 2024 New
$73.2B
$1.21 Million 0.77% of portfolio
4,591
Q4 2024 Reduced 54.09%
$89.1B
$1.12 Million 0.72% of portfolio
3,738
Q4 2024 New
$165B
$1.09 Million 0.7% of portfolio
6,678
Q4 2024 Reduced 57.81%
$29.2B
$1.05 Million 0.67% of portfolio
859
Q4 2024 Reduced 58.7%
$107B
$1.02 Million 0.65% of portfolio
1,620
Q4 2024 Reduced 58.69%
$0
$865,000 0.55% of portfolio
4,111
Q4 2024 Added 0.17%
$0
$814,000 0.52% of portfolio
16,857
Q4 2024 Reduced 0.41%
$68.1B
$656,000 0.42% of portfolio
23,969
Q4 2024 Reduced 0.99%
$4.72B
$617,000 0.4% of portfolio
8,363
Q4 2024 Reduced 1.58%
$159B
$595,000 0.38% of portfolio
26,153
Q4 2024 Added 0.88%
$1.54B
$583,000 0.37% of portfolio
25,291
Q4 2024 Added 1.64%
$115B
$548,000 0.35% of portfolio
5,940
Q4 2024 Reduced 1.51%
$0
$531,000 0.34% of portfolio
5,488
Q1 2024 Reduced 65.48%
$92.9B
$520,000 0.33% of portfolio
9,952
Q4 2024 Added 0.32%
$90.1B
$523,000 0.33% of portfolio
12,335
Q4 2024 Added 1.13%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $156 Million
  • Prior Value $159 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 15 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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