Peak Financial Advisors LLC Portfolio Holdings

Peak Financial Advisors LLC

  • $154 Million
  • Q1 2025

Peak Financial Advisors LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $154 Million distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: World Gold Trust with a value of $13.7M, Simplify Exch Traded Fds Simpl with a value of $9.63M, Vaneck ETF Tr Fallen Angel Hig with a value of $9.21M, Simplify ETF Simplify Volatili with a value of $9.08M, and Ishares Msci India Index Fund with a value of $6.63M.

Examining the 13F form we can see an decrease of $1.73M in the current position value, from $156M to 154M.

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

Portfolio value $154 Million
ETFs: $75.1 Million
Technology: $18.9 Million
Industrials: $16.1 Million
Financial Services: $10.3 Million
Consumer Cyclical: $6.71 Million
Healthcare: $6.65 Million
Communication Services: $6.47 Million
Consumer Defensive: $3.88 Million
Other: $10.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.66B
$13.7 Million 8.84% of portfolio
223,773
Q1 2025 Reduced 0.89%
$0
$9.63 Million 6.23% of portfolio
327,072
Q1 2025 Added 0.74%
$0
$9.21 Million 5.96% of portfolio
319,435
Q1 2025 Added 12.28%
$0
$9.08 Million 5.88% of portfolio
502,384
Q1 2025 Added 3.19%
$0
$6.63 Million 4.29% of portfolio
129,274
Q1 2025 Added 4.56%
$0
$6.43 Million 4.17% of portfolio
71,188
Q1 2025 Added 2.38%
$3.42T
$3.94 Million 2.55% of portfolio
17,723
Q1 2025 Added 4.98%
$21.5B
$3.36 Million 2.17% of portfolio
16,328
Q1 2025 New
$76.8B
$3.3 Million 2.14% of portfolio
22,486
Q1 2025 Added 0.4%
$271B
$3.29 Million 2.13% of portfolio
30,398
Q1 2025 Added 841.41%
$440B
$3.28 Million 2.12% of portfolio
3,464
Q1 2025 Reduced 0.37%
$1.88T
$3.12 Million 2.02% of portfolio
16,415
Q1 2025 Added 0.23%
$8.34B
$3.07 Million 1.99% of portfolio
14,212
Q1 2025 New
$20.8B
$3.06 Million 1.98% of portfolio
8,292
Q1 2025 New
$504B
$2.98 Million 1.93% of portfolio
3,193
Q1 2025 Added 1.17%
$45.8B
$2.96 Million 1.92% of portfolio
45,194
Q1 2025 New
$43.6B
$2.96 Million 1.91% of portfolio
5,230
Q1 2025 New
$125B
$2.93 Million 1.9% of portfolio
6,567
Q1 2025 Added 105.15%
$34.8B
$2.92 Million 1.89% of portfolio
13,271
Q1 2025 Added 2.11%
$50.2B
$2.88 Million 1.86% of portfolio
1,560
Q1 2025 New
$60.1B
$2.86 Million 1.85% of portfolio
9,704
Q1 2025 New
$199B
$2.86 Million 1.85% of portfolio
10,625
Q1 2025 Reduced 0.66%
$88.8B
$2.83 Million 1.83% of portfolio
8,390
Q1 2025 Added 2.93%
$20.1B
$2.82 Million 1.82% of portfolio
20,888
Q1 2025 New
$957B
$2.79 Million 1.8% of portfolio
18,059
Q1 2025 Reduced 6.17%
$0
$2.76 Million 1.78% of portfolio
30,658
Q1 2025 New
$0
$2.71 Million 1.75% of portfolio
29,584
Q1 2025 Added 21.36%
$379B
$2.67 Million 1.73% of portfolio
19,071
Q1 2025 New
$2.94B
$2.48 Million 1.6% of portfolio
22,142
Q1 2025 New
$33.1B
$2.38 Million 1.54% of portfolio
77,253
Q1 2025 Added 0.73%
$0
$2.3 Million 1.49% of portfolio
13,569
Q1 2025 Added 0.87%
$0
$1.93 Million 1.25% of portfolio
22,509
Q1 2025 Reduced 47.46%
$0
$1.66 Million 1.07% of portfolio
17,923
Q1 2025 Reduced 2.89%
$0
$1.66 Million 1.07% of portfolio
21,230
Q1 2025 Reduced 0.08%
$0
$1.63 Million 1.06% of portfolio
8,450
Q1 2025 Added 105.55%
$0
$1.52 Million 0.98% of portfolio
65,770
Q1 2025 Added 0.75%
$0
$1.27 Million 0.82% of portfolio
13,240
Q1 2025 Added 4.35%
$22.9B
$1.11 Million 0.72% of portfolio
153
Q1 2025 Added 1.32%
$0
$833,000 0.54% of portfolio
16,937
Q1 2025 Added 0.47%
$0
$761,000 0.49% of portfolio
11,644
Q1 2025 Reduced 92.81%
$197B
$710,000 0.46% of portfolio
25,140
Q1 2025 Reduced 3.87%
$59.1B
$683,000 0.44% of portfolio
23,970
Q1 2025 Added 0.0%
$134B
$676,000 0.44% of portfolio
6,040
Q1 2025 Added 1.68%
$106B
$604,000 0.39% of portfolio
10,066
Q1 2025 Added 1.15%
$34.5B
$581,000 0.38% of portfolio
5,339
Q1 2025 Added 1.91%
$94.5B
$542,000 0.35% of portfolio
12,248
Q1 2025 Reduced 0.71%
$0
$532,000 0.34% of portfolio
5,565
Q1 2025 Added 1.4%
$30.8B
$493,000 0.32% of portfolio
15,119
Q1 2025 Reduced 0.53%
$105B
$496,000 0.32% of portfolio
2,282
Q4 2024 Reduced 1.55%

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $154 Million
  • Prior Value $156 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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