Peak Financial Advisors LLC Purchases in Q2 2025

Peak Financial Advisors LLC

  • $151 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CTA
Simplify Exch Traded Fds Simpl

ETFs
213K
+ 65.22%
$26.61 - $29.9 $5.68M - $6.38M
540K $14.4M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
34.1K
New
$82.32 - $112.47 $2.81M - $3.84M
34.1K $3.84M
WMT
Walmart Inc.

Consumer Defensive
30.4K
New
$81.79 - $99.98 $2.49M - $3.04M
30.4K $2.98M
FFIV
F5, Inc.

Technology
9.07K
New
$239.25 - $295.9 $2.17M - $2.68M
9.07K $2.67M
VRSN
Verisign Inc

Technology
9.23K
New
$234.49 - $288.8 $2.16M - $2.66M
9.23K $2.66M
GLDM
World Gold Trust

ETFs
25K
+ 11.15%
$58.96 - $67.97 $1.47M - $1.7M
249K $16.3M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
28.1K
New
$87.84 - $1441.89 $2.47M - $40.6M
28.1K $2.54M
MSI
Motorola Solutions, Inc.

Technology
6.03K
New
$394.72 - $440.39 $2.38M - $2.66M
6.03K $2.53M
BRO
Brown & Brown, Inc.

Financial Services
22.4K
New
$104.48 - $124.43 $2.34M - $2.79M
22.4K $2.48M
CPRT
Copart Inc

Consumer Cyclical
50.3K
New
$47.72 - $63.84 $2.4M - $3.21M
50.3K $2.47M
SNA
Snap On Inc

Industrials
7.82K
New
$292.36 - $342.2 $2.29M - $2.68M
7.82K $2.43M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
10.9K
New
$212.1 - $244.27 $2.32M - $2.67M
10.9K $2.39M
UNH
Unitedhealth Group Inc

Healthcare
7.37K
New
$274.35 - $599.47 $2.02M - $4.42M
7.37K $2.3M
AZO
Autozone Inc

Consumer Cyclical
605
New
$3478.38 - $3880.15 $2.1M - $2.35M
605 $2.25M
COST
Costco Wholesale Corp

Consumer Defensive
2.03K
+ 58.69%
$908.13 - $1056.85 $1.85M - $2.15M
5.5K $5.44M
NFLX
Netflix Inc

Communication Services
137
+ 4.29%
$855.86 - $1339.13 $117K - $183K
3.33K $4.46M
CVS
Cvs Health Corp

Healthcare
14.8K
New
$60.04 - $70.18 $889K - $1.04M
14.8K $1.02M
EMB
Ishares Tr

ETFs
8.47K
+ 11.9%
$86.54 - $92.62 $733K - $785K
79.7K $7.38M
AMZN
Amazon Com Inc

Consumer Cyclical
2.09K
+ 12.71%
$167.32 - $223.3 $349K - $466K
18.5K $4.06M
IGV
Ishares Expanded Tech Software

ETFs
1.06K
+ 3.47%
$80.15 - $109.5 $85.3K - $117K
31.7K $3.47M
MU
Micron Technology Inc

Technology
4.85K
New
$64.72 - $127.91 $314K - $620K
4.85K $597K
VST
Vistra Corp.

Utilities
2.82K
New
$98.07 - $195.04 $277K - $550K
2.82K $546K
CW
Curtiss Wright Corp

Industrials
1.04K
New
$283.18 - $488.55 $294K - $508K
1.04K $507K
CTVA
Corteva, Inc.

Basic Materials
6.78K
New
$55.52 - $74.53 $376K - $505K
6.78K $504K
GS
Goldman Sachs Group Inc

Financial Services
713
New
$462.22 - $707.75 $330K - $505K
713 $504K
ATI
Allegheny Technologies Inc

Industrials
5.74K
New
$41.97 - $86.8 $241K - $498K
5.74K $495K
FDX
Fedex Corp

Industrials
2.17K
New
$198.07 - $245.17 $430K - $532K
2.17K $493K
MTH
Meritage Homes Corp

Consumer Cyclical
7.36K
New
$62.44 - $71.44 $459K - $526K
7.36K $492K
KNSL
Kinsale Capital Group, Inc.

Financial Services
1.02K
New
$419.99 - $501.97 $426K - $509K
1.02K $491K
BSX
Boston Scientific Corp

Healthcare
4.55K
New
$89.7 - $107.41 $408K - $489K
4.55K $488K
CYBR
Cyber Ark Software Ltd.

Technology
1.2K
New
$305.98 - $406.88 $366K - $487K
1.2K $487K
DHR
Danaher Corp

Healthcare
2.43K
New
$174.64 - $205.16 $425K - $499K
2.43K $480K
APA
Apa Corp

Energy
26.2K
New
$14.03 - $21.24 $368K - $557K
26.2K $479K
TWLO
Twilio Inc

Communication Services
3.83K
New
$81.34 - $124.36 $312K - $476K
3.83K $476K
ROIV
Roivant Sciences Ltd.

Healthcare
41.9K
New
$9.08 - $11.62 $380K - $487K
41.9K $471K
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.23K
New
$283.31 - $388.96 $349K - $479K
1.23K $461K
JNJ
Johnson & Johnson

Healthcare
3.01K
New
$146.36 - $159.82 $440K - $481K
3.01K $459K
DUK
Duke Energy Corp

Utilities
3.82K
New
$112.46 - $124.05 $430K - $474K
3.82K $450K
MA
Mastercard Inc

Financial Services
794
New
$479.92 - $590.74 $381K - $469K
794 $446K
BRX
Brixmor Property Group Inc.

Real Estate
18.8K
New
N/A
18.8K $426K
TRGP
Targa Resources Corp.

Energy
2.38K
New
$157.32 - $205.72 $374K - $489K
2.38K $413K
VRT
Vertiv Holdings CO

Industrials
4.36K
New
N/A
4.36K $378K
CNQ
Canadian Natural Resources LTD

Energy
8.62K
+ 11.15%
$25.14 - $34.01 $217K - $293K
85.9K $2.7M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
9.3K
New
$24.98 - $25.66 $232K - $239K
9.3K $238K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
16.1K
New
$12.21 - $13.9 $196K - $223K
16.1K $209K
JPM
Jpmorgan Chase & CO

Financial Services
695
New
$210.28 - $289.91 $146K - $201K
695 $201K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
5.24K
+ 34.34%
$22.4 - $23.8 $117K - $125K
20.5K $488K
XLC
Select Sector Spdr Tr Communic

ETFs
5
+ 0.09%
$86.13 - $108.53 $431 - $543
5.57K $604K
MC
Moelis & CO

Financial Services
247
+ 2.88%
$48.86 - $62.99 $12.1K - $15.6K
8.81K $549K
Activity Summary
Buys All Purchases 64 New Holdings 43 Increased Positions 21 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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