Peak Financial Advisors LLC has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $138 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 $10.3M, Simplify ETF Simplify Volatili with a value of $9.86M, Simplify Exch Traded Fds Simpl with a value of $7.67M, Ishares Msci India Index Fund with a value of $6.83M, and Ishares Tr with a value of $6.24M.

Examining the 13F form we can see an increase of $4.91M in the current position value, from $134M to 138M.

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

Portfolio value $138 Million
ETFs: $61.4 Million
Technology: $15.1 Million
Consumer Cyclical: $14.7 Million
Industrials: $11.8 Million
Healthcare: $6.64 Million
Financial Services: $6.3 Million
Real Estate: $5.73 Million
Basic Materials: $5.68 Million
Other: $11.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $138 Million
  • Prior Value $134 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 21 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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