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 Market Cap. of $200 Billions or more

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%
$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%
$387B
$2.81 Million 1.8% of portfolio
3,156
Q4 2024 Added 0.51%
$351B
$433,000 0.28% of portfolio
3,229
Q4 2024 Added 3.79%
$3.19T
$323,000 0.21% of portfolio
768
Q4 2024 Reduced 90.1%

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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