Peak Financial Advisors LLC Incresed Positions in Q3 2025

Peak Financial Advisors LLC

  • $161 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GLDM
World Gold Trust

ETFs
600
+ 0.24%
$64.73 - $76.45 $38.8K - $45.9K
249K $19.1M
MA
Mastercard Inc

Financial Services
4.84K
+ 609.45%
$550.18 - $598.96 $2.66M - $2.9M
5.63K $3.2M
CTA
Simplify Exch Traded Fds Simpl

ETFs
40.4K
+ 7.48%
$26.46 - $28.43 $1.07M - $1.15M
581K $16.2M
XLF
Financial Sector Spdr

ETFs
14.3K
+ 116.49%
$51.37 - $54.25 $734K - $775K
26.6K $1.43M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.54K
+ 7.44%
$110.74 - $122.12 $281K - $310K
36.6K $4.44M
MU
Micron Technology Inc

Technology
1.51K
+ 31.18%
$104.88 - $168.89 $158K - $255K
6.36K $1.06M
APA
Apa Corp

Energy
9.41K
+ 35.88%
$18.06 - $24.69 $170K - $232K
35.6K $865K
CVS
Cvs Health Corp

Healthcare
3.41K
+ 23.05%
$58.75 - $76.5 $201K - $261K
18.2K $1.37M
CNQ
Canadian Natural Resources LTD

Energy
9.1K
+ 10.6%
$29.31 - $32.93 $267K - $300K
95K $3.04M
TRGP
Targa Resources Corp.

Energy
2.01K
+ 84.64%
$160.52 - $174.4 $323K - $351K
4.39K $735K
CW
Curtiss Wright Corp

Industrials
396
+ 38.11%
$472.43 - $542.94 $187K - $215K
1.44K $779K
EMB
Ishares Tr

ETFs
237
+ 0.3%
$91.52 - $95.59 $21.7K - $22.7K
79.9K $7.61M
MTH
Meritage Homes Corp

Consumer Cyclical
2.53K
+ 34.39%
$67.34 - $82.83 $170K - $210K
9.89K $716K
FDX
Fedex Corp

Industrials
823
+ 37.93%
$217.1 - $243.2 $179K - $200K
2.99K $705K
IGV
Ishares Expanded Tech Software

ETFs
252
+ 0.79%
$105.96 - $117.79 $26.7K - $29.7K
32K $3.68M
DHR
Danaher Corp

Healthcare
942
+ 38.75%
$181.46 - $212.2 $171K - $200K
3.37K $668K
LPLA
Lpl Financial Holdings Inc.

Financial Services
692
+ 56.17%
$332.69 - $399.0 $230K - $276K
1.92K $640K
BRX
Brixmor Property Group Inc.

Real Estate
7.43K
+ 39.55%
N/A
26.2K $595K
BSX
Boston Scientific Corp

Healthcare
2.13K
+ 46.82%
$97.03 - $108.14 $207K - $230K
6.68K $652K
VRT
Vertiv Holdings CO

Industrials
1.4K
+ 32.15%
N/A
5.77K $499K
JNJ
Johnson & Johnson

Healthcare
41
+ 1.36%
$155.17 - $185.42 $6.36K - $7.6K
3.05K $565K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
186
+ 6.81%
$225.11 - $247.9 $41.9K - $46.1K
2.92K $721K
AMZN
Amazon Com Inc

Consumer Cyclical
414
+ 2.24%
$211.65 - $238.24 $87.6K - $98.6K
18.9K $4.15M
MO
Altria Group, Inc.

Consumer Defensive
1
+ 0.01%
$57.75 - $67.68 $57.8 - $67.7
10K $663K
GS
Goldman Sachs Group Inc

Financial Services
5
+ 0.7%
$696.56 - $806.32 $3.48K - $4.03K
718 $571K
DUK
Duke Energy Corp

Utilities
162
+ 4.24%
$116.31 - $125.93 $18.8K - $20.4K
3.98K $492K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.53K
+ 16.41%
$25.21 - $25.99 $38.5K - $39.7K
10.8K $279K
VICI
Vici Properties Inc.

Real Estate
45
+ 0.29%
$31.43 - $33.93 $1.41K - $1.53K
15.8K $514K
Simplify Exchange Traded Fun
16.6K
+ 5.9%
N/A
299K $0
Millrose Pptys Inc
771
+ 6.72%
N/A
12.2K $0
Tcw ETF Trust
78.1K
+ 14.26%
N/A
625K $0
Te Connectivity PLC
987
+ 33.29%
N/A
3.95K $0
NNN
National Retail Properties, Inc.

Real Estate
83
+ 0.74%
$40.68 - $44.1 $3.38K - $3.66K
11.3K $482K
NSA
National Storage Affiliates Trust

Real Estate
382
+ 2.96%
$29.44 - $33.3 $11.2K - $12.7K
13.3K $401K
COST
Costco Wholesale Corp

Consumer Defensive
370
+ 6.73%
$915.95 - $994.57 $339K - $368K
5.87K $5.43M
STWD
Starwood Property Trust, Inc.

Real Estate
81
+ 0.34%
$19.37 - $20.97 $1.57K - $1.7K
24K $464K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
269
+ 0.42%
$7.72 - $8.46 $2.08K - $2.28K
63.7K $494K
KMI
Kinder Morgan, Inc.

Energy
1
+ 0.0%
$26.23 - $28.5 $26.2 - $28.5
23.9K $676K
AMT
American Tower Corp

Real Estate
77
+ 3.35%
$192.32 - $232.35 $14.8K - $17.9K
2.37K $456K
Activity Summary
Buys All Purchases 62 New Holdings 22 Increased Positions 40 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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