Peak Financial Advisors LLC Purchases and Sells in Q2 2025

Peak Financial Advisors LLC

$151 Million
Q2 2025

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CTA	213K + 65.22%	$26.61 - $29.9 $5.68M - $6.38M	540K $14.4M
GLDM	25K + 11.15%	$58.96 - $67.97 $1.47M - $1.7M	249K $16.3M
COST	2.03K + 58.69%	$908.13 - $1056.85 $1.85M - $2.15M	5.5K $5.44M
NFLX	137 + 4.29%	$855.86 - $1339.13 $117K - $183K	3.33K $4.46M
EMB	8.47K + 11.9%	$86.54 - $92.62 $733K - $785K	79.7K $7.38M
AMZN	2.09K + 12.71%	$167.32 - $223.3 $349K - $466K	18.5K $4.06M

New Holdings

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPMO	34.1K New	$82.32 - $112.47 $2.81M - $3.84M	34.1K $3.84M
WMT	30.4K New	$81.79 - $99.98 $2.49M - $3.04M	30.4K $2.98M
FFIV	9.07K New	$239.25 - $295.9 $2.17M - $2.68M	9.07K $2.67M
VRSN	9.23K New	$234.49 - $288.8 $2.16M - $2.66M	9.23K $2.66M
ORLY	28.1K New	$87.84 - $1441.89 $2.47M - $40.6M	28.1K $2.54M
MSI	6.03K New	$394.72 - $440.39 $2.38M - $2.66M	6.03K $2.53M

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-27.4K - 89.98%	$94.31 - $157.99 $2.58M - $4.32M	3.05K $481K
ANGL	-45.2K - 14.15%	$27.29 - $29.28 $1.23M - $1.32M	274K $8.03M
QQQM	-5.72K - 67.66%	$171.4 - $227.1 $980K - $1.3M	2.73K $620K
MOAT	-9.78K - 43.44%	N/A	12.7K $1.09M
AAPL	-1.95K - 10.98%	$172.42 - $223.89 $336K - $436K	15.8K $3.24M
WAT	-1.21K - 14.63%	$307.71 - $366.67 $373K - $445K	7.08K $2.47M

Activity Summary All Purchases 64 New Holdings 43 Increased Positions 21 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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