Peak Financial Advisors LLC Purchases and Sells in Q4 2025

Peak Financial Advisors LLC

$153 Million
Q4 2025

Top Buys

Incresed Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EMB	38.7K + 48.42%	$94.63 - $97.03 $3.66M - $3.75M	119K $11.4M
MDGL	3.31K + 287.0%	$412.35 - $541.5 $1.37M - $1.79M	4.47K $2.36M
JNJ	8.91K + 292.03%	$185.98 - $199.58 $1.66M - $1.78M	12K $2.39M
FDX	6.14K + 205.18%	$224.63 - $268.67 $1.38M - $1.65M	9.13K $2.42M
TRGP	9.71K + 221.28%	$146.3 - $173.23 $1.42M - $1.68M	14.1K $2.44M
CIEN	8K + 222.74%	$151.45 - $209.52 $1.21M - $1.68M	11.6K $2.22M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ADSK	3.47K New	N/A	3.47K $852K
MSFT	1.62K New	$496.82 - $542.07 $806K - $880K	1.62K $823K
MPWR	789 New	$904.44 - $1105.05 $714K - $872K	789 $726K
TSCO	11.3K New	$52.49 - $56.37 $595K - $639K	11.3K $628K
AZO	160 New	$3576.14 - $4253.71 $572K - $681K	160 $617K
ALLE	3.8K New	$161.25 - $179.47 $612K - $681K	3.8K $611K

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLDM	-48.5K - 19.47%	$76.32 - $86.69 $3.7M - $4.21M	201K $16.2M
KLAC	-2.35K - 82.4%	$982.75 - $1235.28 $2.31M - $2.9M	502 $569K
ORCL	-7.92K - 67.03%	$217.57 - $313.0 $1.72M - $2.48M	3.9K $856K
COST	-2.59K - 44.21%	$910.94 - $954.99 $2.36M - $2.48M	3.27K $2.99M
FFIV	-6.36K - 72.41%	$234.0 - $343.17 $1.49M - $2.18M	2.42K $566K
VRSN	-6.63K - 73.55%	$232.82 - $275.44 $1.54M - $1.83M	2.39K $603K

Activity Summary All Purchases 54 New Holdings 13 Increased Positions 41 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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