Peak Financial Advisors LLC Purchases and Sells in Q3 2024

Peak Financial Advisors LLC

$159 Million
Q3 2024

Top Buys

Incresed Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	6.98K + 899.61%	$395.15 - $467.56 $2.76M - $3.26M	7.76K $3.34M
GLDM	3.96K + 1.78%	$46.2 - $53.01 $183K - $210K	227K $11.8M
PHM	1.76K + 6.79%	$103.95 - $144.98 $183K - $256K	27.7K $3.98M
SVOL	40.6K + 9.26%	$20.05 - $22.81 $815K - $927K	480K $10.5M
CTA	30.1K + 10.55%	$25.73 - $27.07 $773K - $814K	315K $8.19M
GWW	64 + 2.17%	$896.19 - $1044.18 $57.4K - $66.8K	3.01K $3.13M

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ANGL	200K New	$28.11 - $29.42 $5.63M - $5.89M	200K $5.89M
HUBB	7.91K New	$355.55 - $428.48 $2.81M - $3.39M	7.91K $3.39M
TSCO	11.4K New	$251.95 - $290.93 $2.87M - $3.31M	11.4K $3.31M
ANET	8.57K New	$311.42 - $388.21 $2.67M - $3.33M	8.57K $3.29M
GOOGL	19.3K New	$148.65 - $191.18 $2.87M - $3.69M	19.3K $3.2M
AMAT	15.8K New	$174.88 - $254.97 $2.77M - $4.04M	15.8K $3.2M

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MOAT	-2.79K - 6.09%	$85.84 - $85.84 $240K - $240K	43.1K $3.7M
URA	-4.73K - 6.75%	$23.18 - $31.26 $110K - $148K	65.3K $1.87M
SPLG	-2.09K - 17.44%	$60.84 - $67.51 $127K - $141K	9.87K $666K
SPAB	-3.29K - 28.8%	$24.86 - $26.33 $81.7K - $86.5K	8.13K $212K
BBJP	-5.48K - 5.78%	$52.27 - $60.45 $286K - $331K	89.3K $5.29M
QQQM	-146 - 3.44%	$178.94 - $207.0 $26.1K - $30.2K	4.1K $824K

Activity Summary All Purchases 47 New Holdings 21 Increased Positions 26 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Advisors LLC with notifications on news.