Peak Financial Advisors LLC Sells in Q4 2024

Peak Financial Advisors LLC

  • $156 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-6.99K
- 90.1%
$406.35 - $454.46 $2.84M - $3.18M
768 $323K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-46.7K
- 52.25%
$54.29 - $59.49 $2.53M - $2.78M
42.6K $2.34M
AMAT
Applied Materials Inc

Technology
-9.15K
- 57.81%
$161.44 - $213.89 $1.48M - $1.96M
6.68K $1.09M
MTD
Mettler Toledo International Inc

Healthcare
-1.22K
- 58.7%
$1160.67 - $1498.12 $1.42M - $1.83M
859 $1.05M
KLAC
Kla Corp

Technology
-2.3K
- 58.69%
$614.46 - $829.55 $1.41M - $1.91M
1.62K $1.02M
GD
General Dynamics Corp

Industrials
-5.41K
- 54.09%
$260.28 - $314.03 $1.41M - $1.7M
4.59K $1.21M
PHM
Pultegroup Inc

Consumer Cyclical
-249
- 0.9%
$108.86 - $149.04 $27.1K - $37.1K
27.5K $2.99M
EMB
Ishares Tr

ETFs
-126
- 0.18%
$88.94 - $93.46 $11.2K - $11.8K
69.5K $6.19M
CNQ
Canadian Natural Resources LTD

Energy
-1.01K
- 1.29%
$29.51 - $37.6 $29.7K - $37.8K
76.7K $2.37M
NSA
National Storage Affiliates Trust

Real Estate
-230
- 1.89%
$37.2 - $47.44 $8.56K - $10.9K
12K $453K
URA
Global X Uranium ETF

ETFs
-68
- 0.1%
$26.78 - $33.46 $1.82K - $2.28K
65.3K $1.75M
GLDM
World Gold Trust

ETFs
-802
- 0.35%
$50.76 - $55.23 $40.7K - $44.3K
226K $11.7M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-222
- 0.52%
N/A
42.8K $3.68M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-235
- 1.56%
$23.29 - $23.93 $5.47K - $5.62K
14.9K $348K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-89
- 8.89%
$370.24 - $418.94 $33K - $37.3K
912 $366K
Healthcare Rlty Tr
-16.7K
- 61.0%
N/A
10.7K $0
Simplify Exchange Traded Fun
-33.1K
- 8.39%
N/A
361K $0
American Healthcare Reit Inc
-1.81K
- 6.74%
N/A
25.1K $0
MC
Moelis & CO

Financial Services
-134
- 1.58%
$65.74 - $80.49 $8.81K - $10.8K
8.36K $617K
GILD
Gilead Sciences, Inc.

Healthcare
-91
- 1.51%
$83.95 - $97.9 $7.64K - $8.91K
5.94K $548K
XLF
Financial Sector Spdr

ETFs
-69
- 0.41%
$44.89 - $51.34 $3.1K - $3.54K
16.9K $814K
COST
Costco Wholesale Corp

Consumer Defensive
-50
- 1.42%
$873.59 - $994.69 $43.7K - $49.7K
3.48K $3.19M
META
Meta Platforms, Inc.

Communication Services
-56
- 0.89%
$554.08 - $632.68 $31K - $35.4K
6.26K $3.69M
KMI
Kinder Morgan, Inc.

Energy
-239
- 0.99%
$22.59 - $28.54 $5.4K - $6.82K
24K $656K
AXP
American Express CO

Financial Services
-140
- 1.29%
$267.35 - $305.57 $37.4K - $42.8K
10.7K $3.17M
GOOGL
Alphabet Inc.

Communication Services
-49
- 0.25%
$161.86 - $196.66 $7.93K - $9.64K
19.2K $3.64M
AMZN
Amazon Com Inc

Consumer Cyclical
-360
- 2.15%
$180.88 - $232.93 $65.1K - $83.9K
16.4K $3.59M
Activity Summary
Buys All Purchases 42 New Holdings 15 Increased Positions 27 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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