Peak Financial Advisors LLC Purchases and Sells in Q1 2025

Peak Financial Advisors LLC

$154 Million
Q1 2025

Top Buys

Incresed Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	27.2K + 841.41%	$106.98 - $149.43 $2.91M - $4.06M	30.4K $3.29M
LMT	3.37K + 105.15%	$423.19 - $506.29 $1.42M - $1.7M	6.57K $2.93M
ANGL	34.9K + 12.28%	$28.55 - $29.09 $997K - $1.02M	319K $9.21M
QQQM	4.34K + 105.55%	$192.82 - $222.1 $837K - $964K	8.45K $1.63M
CTA	2.39K + 0.74%	$27.81 - $30.21 $66.4K - $72.2K	327K $9.63M
MMM	90 + 0.4%	$129.7 - $155.12 $11.7K - $14K	22.5K $3.3M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CTAS	16.3K New	$182.09 - $208.14 $2.97M - $3.4M	16.3K $3.36M
MKTX	14.2K New	$189.81 - $226.47 $2.7M - $3.22M	14.2K $3.07M
WAT	8.29K New	$362.16 - $417.28 $3M - $3.46M	8.29K $3.06M
APH	45.2K New	$61.62 - $78.55 $2.78M - $3.55M	45.2K $2.96M
GWW	3K New	$953.54 - $1132.42 $2.86M - $3.39M	3K $2.96M
MSCI	5.23K New	$541.46 - $628.34 $2.83M - $3.29M	5.23K $2.96M

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	-150K - 92.81%	$64.88 - $72.1 $9.75M - $10.8M	11.6K $761K
MOAT	-20.3K - 47.46%	N/A	22.5K $1.93M
GOOGL	-1.19K - 6.17%	$154.33 - $206.19 $183K - $245K	18.1K $2.79M
AXP	-71 - 0.66%	$255.39 - $325.87 $18.1K - $23.1K	10.6K $2.86M
CODI	-648 - 2.56%	$18.67 - $22.9 $12.1K - $14.8K	24.6K $463K
IWF	-23 - 2.52%	$360.07 - $417.26 $8.28K - $9.6K	889 $320K

Activity Summary All Purchases 51 New Holdings 13 Increased Positions 38 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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