Peak Financial Advisors LLC Reduced Holdings in Q3 2024

Peak Financial Advisors LLC

  • $159 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.79K
- 6.09%
$85.84 - $85.84 $240K - $240K
43.1K $3.7M
URA
Global X Uranium ETF

ETFs
-4.73K
- 6.75%
$23.18 - $31.26 $110K - $148K
65.3K $1.87M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.09K
- 17.44%
$60.84 - $67.51 $127K - $141K
9.87K $666K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-3.29K
- 28.8%
$24.86 - $26.33 $81.7K - $86.5K
8.13K $212K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-5.48K
- 5.78%
$52.27 - $60.45 $286K - $331K
89.3K $5.29M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-146
- 3.44%
$178.94 - $207.0 $26.1K - $30.2K
4.1K $824K
NVDA
Nvidia Corp

Technology
-7
- 0.22%
$98.91 - $134.91 $692 - $944
3.11K $377K
American Healthcare Reit Inc
-4.2K
- 13.49%
N/A
26.9K $0
MO
Altria Group, Inc.

Consumer Defensive
-555
- 5.3%
$45.95 - $54.71 $25.5K - $30.4K
9.92K $506K
STAG
Stag Industrial, Inc.

Real Estate
-17
- 0.14%
$35.42 - $40.98 $602 - $697
12.1K $471K
KMI
Kinder Morgan, Inc.

Energy
-288
- 1.18%
$19.72 - $22.22 $5.68K - $6.4K
24.2K $534K
ENB
Enbridge Inc

Energy
-143
- 1.16%
$35.27 - $41.18 $5.04K - $5.89K
12.2K $495K
T
At&T Inc.

Communication Services
-640
- 2.41%
$18.21 - $22.28 $11.7K - $14.3K
25.9K $570K
NSA
National Storage Affiliates Trust

Real Estate
-490
- 3.86%
$39.73 - $49.13 $19.5K - $24.1K
12.2K $587K
NNN
National Retail Properties, Inc.

Real Estate
-4
- 0.04%
$42.12 - $48.79 $168 - $195
11.2K $544K
AMT
American Tower Corp

Real Estate
-100
- 4.14%
$192.27 - $242.73 $19.2K - $24.3K
2.32K $539K
MC
Moelis & CO

Financial Services
-252
- 2.88%
$57.14 - $70.62 $14.4K - $17.8K
8.5K $582K
GILD
Gilead Sciences, Inc.

Healthcare
-14
- 0.23%
$66.59 - $83.99 $932 - $1.18K
6.03K $505K
AAPL
Apple Inc.

Technology
-5
- 0.1%
$207.23 - $234.82 $1.04K - $1.17K
4.86K $1.13M
COST
Costco Wholesale Corp

Consumer Defensive
-11
- 0.31%
$801.83 - $917.05 $8.82K - $10.1K
3.53K $3.13M
EMB
Ishares Tr

ETFs
-816
- 1.16%
$87.75 - $93.74 $71.6K - $76.5K
69.7K $6.52M
INDA
Ishares Msci India Index Fund

ETFs
-224
- 0.18%
$54.86 - $59.22 $12.3K - $13.3K
122K $7.15M
Activity Summary
Buys All Purchases 47 New Holdings 21 Increased Positions 26 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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