Peak Financial Advisors LLC Purchases and Sells in Q4 2024

Peak Financial Advisors LLC

$156 Million
Q4 2024

Top Buys

Incresed Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	152K + 1540.97%	$66.77 - $71.52 $10.2M - $10.9M	162K $11.2M
AAPL	12K + 247.17%	$221.69 - $259.02 $2.66M - $3.11M	16.9K $4.23M
ANGL	84.3K + 42.12%	$28.6 - $29.27 $2.41M - $2.47M	285K $8.16M
CTA	9.77K + 3.1%	$25.8 - $28.97 $252K - $283K	325K $9.06M
NFLX	16 + 0.51%	$687.65 - $936.56 $11K - $15K	3.16K $2.81M
SPAB	3.05K + 37.55%	$24.94 - $26.14 $76.1K - $79.8K	11.2K $279K

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MPWR	5.41K New	$560.06 - $942.58 $3.03M - $5.1M	5.41K $3.2M
BRO	29.8K New	$100.93 - $113.42 $3M - $3.38M	29.8K $3.04M
SGOV	30.3K New	$100.16 - $100.7 $3.03M - $3.05M	30.3K $3.04M
TT	8.15K New	$369.35 - $419.14 $3.01M - $3.42M	8.15K $3.01M
RMD	13K New	$228.69 - $256.07 $2.97M - $3.33M	13K $2.97M
MMM	22.4K New	$124.74 - $137.12 $2.79M - $3.07M	22.4K $2.89M

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-6.99K - 90.1%	$406.35 - $454.46 $2.84M - $3.18M	768 $323K
BBJP	-46.7K - 52.25%	$54.29 - $59.49 $2.53M - $2.78M	42.6K $2.34M
AMAT	-9.15K - 57.81%	$161.44 - $213.89 $1.48M - $1.96M	6.68K $1.09M
MTD	-1.22K - 58.7%	$1160.67 - $1498.12 $1.42M - $1.83M	859 $1.05M
KLAC	-2.3K - 58.69%	$614.46 - $829.55 $1.41M - $1.91M	1.62K $1.02M
GD	-5.41K - 54.09%	$260.28 - $314.03 $1.41M - $1.7M	4.59K $1.21M

Activity Summary All Purchases 42 New Holdings 15 Increased Positions 27 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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