Peak Financial Advisors LLC Portfolio Holdings

Peak Financial Advisors LLC

  • $156 Million
  • Q4 2024

Peak Financial Advisors LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $156 Million distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: World Gold Trust with a value of $11.7M, Spdr Portfolio S&P 500 ETF (Ma with a value of $11.2M, Simplify ETF Simplify Volatili with a value of $10.1M, Simplify Exch Traded Fds Simpl with a value of $9.06M, and Vaneck ETF Tr Fallen Angel Hig with a value of $8.16M.

Examining the 13F form we can see an decrease of $2.62M in the current position value, from $159M to 156M.

Below you can find more details about Peak Financial Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $156 Million
ETFs: $86.5 Million
Technology: $13.1 Million
Communication Services: $10.7 Million
Industrials: $9.54 Million
Consumer Defensive: $7.86 Million
Consumer Cyclical: $7.82 Million
Financial Services: $7.79 Million
Healthcare: $5.69 Million
Other: $7.07 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.58T
$4.23 Million 2.71% of portfolio
16,883
Q4 2024 Added 247.17%
$1.39T
$3.69 Million 2.37% of portfolio
6,264
Q4 2024 Reduced 0.89%
$1.18T
$3.64 Million 2.33% of portfolio
19,246
Q4 2024 Reduced 0.25%
$2.35T
$3.59 Million 2.3% of portfolio
16,377
Q4 2024 Reduced 2.15%
$30B
$3.2 Million 2.05% of portfolio
5,410
Q4 2024 New
$419B
$3.19 Million 2.04% of portfolio
3,477
Q4 2024 Reduced 1.42%
$238B
$3.17 Million 2.03% of portfolio
10,696
Q4 2024 Reduced 1.29%
$29.9B
$3.04 Million 1.94% of portfolio
29,771
Q4 2024 New
$92B
$3.01 Million 1.93% of portfolio
8,151
Q4 2024 New
$26.4B
$2.99 Million 1.91% of portfolio
27,460
Q4 2024 Reduced 0.9%
$36.3B
$2.97 Million 1.9% of portfolio
12,997
Q4 2024 New
$81.2B
$2.89 Million 1.85% of portfolio
22,396
Q4 2024 New
$192B
$2.84 Million 1.82% of portfolio
23,620
Q4 2024 New
$387B
$2.81 Million 1.8% of portfolio
3,156
Q4 2024 Added 0.51%
$26.9B
$2.78 Million 1.78% of portfolio
23,936
Q4 2024 Added 0.73%
$36.8B
$2.37 Million 1.52% of portfolio
76,696
Q4 2024 Reduced 1.29%
$73.6B
$1.31 Million 0.84% of portfolio
14,462
Q4 2024 New
$26.8B
$1.24 Million 0.79% of portfolio
151
Q4 2024 New
$74.6B
$1.21 Million 0.77% of portfolio
4,591
Q4 2024 Reduced 54.09%
$91.4B
$1.12 Million 0.72% of portfolio
3,738
Q4 2024 New
$166B
$1.09 Million 0.7% of portfolio
6,678
Q4 2024 Reduced 57.81%
$29.8B
$1.05 Million 0.67% of portfolio
859
Q4 2024 Reduced 58.7%
$109B
$1.02 Million 0.65% of portfolio
1,620
Q4 2024 Reduced 58.69%
$70.2B
$656,000 0.42% of portfolio
23,969
Q4 2024 Reduced 0.99%
$4.72B
$617,000 0.4% of portfolio
8,363
Q4 2024 Reduced 1.58%
$160B
$595,000 0.38% of portfolio
26,153
Q4 2024 Added 0.88%
$1.54B
$583,000 0.37% of portfolio
25,291
Q4 2024 Added 1.64%
$117B
$548,000 0.35% of portfolio
5,940
Q4 2024 Reduced 1.51%
$92.2B
$520,000 0.33% of portfolio
9,952
Q4 2024 Added 0.32%
$91.7B
$523,000 0.33% of portfolio
12,335
Q4 2024 Added 1.13%
$31.6B
$492,000 0.32% of portfolio
5,239
Q4 2024 Added 0.98%
$6.77B
$499,000 0.32% of portfolio
9,588
Q4 2024 Added 3.34%
$0
$466,000 0.3% of portfolio
61,179
Q4 2024 Added 0.05%
$3.36B
$453,000 0.29% of portfolio
11,968
Q4 2024 Reduced 1.89%
$7.1B
$460,000 0.29% of portfolio
11,276
Q4 2024 Added 0.37%
$351B
$433,000 0.28% of portfolio
3,229
Q4 2024 Added 3.79%
$29.1B
$443,000 0.28% of portfolio
15,199
Q4 2024 Added 2.01%
$88.4B
$418,000 0.27% of portfolio
2,282
Q4 2024 Reduced 1.55%
$5.99B
$426,000 0.27% of portfolio
22,485
Q4 2024 Added 0.99%
$6.08B
$419,000 0.27% of portfolio
12,415
Q4 2024 Added 2.95%
$5.05B
$411,000 0.26% of portfolio
3,458
Q3 2024 Added 9.15%
$3.19T
$323,000 0.21% of portfolio
768
Q4 2024 Reduced 90.1%
$146B
$292,000 0.19% of portfolio
1,284
Q1 2024 Added 39.87%
$61.7M
$58,000 0.04% of portfolio
14,521
Q3 2022 Added 38.02%
-
$0 0.0% of portfolio
-
Q4 2024 Added 2.87%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $156 Million
  • Prior Value $159 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 15 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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