Peak Financial Advisors LLC Portfolio Holdings

Peak Financial Advisors LLC

  • $159 Million
  • Q3 2024

Peak Financial Advisors LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $159 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 $11.8M, Simplify ETF Simplify Volatili with a value of $10.5M, Simplify Exch Traded Fds Simpl with a value of $8.19M, Ishares Msci India Index Fund with a value of $7.15M, and Ishares Tr with a value of $6.52M.

Examining the 13F form we can see an increase of $20.3M in the current position value, from $138M to 159M.

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

Portfolio value $159 Million
ETFs: $70.6 Million
Technology: $26.4 Million
Consumer Cyclical: $16.5 Million
Industrials: $10.6 Million
Communication Services: $9.61 Million
Healthcare: $6.46 Million
Financial Services: $4.42 Million
Consumer Defensive: $3.63 Million
Other: $10.5 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.99B
$3.31 Million 2.08% of portfolio
11,376
Q3 2024 New
$5.6B
$3.07 Million 1.93% of portfolio
19,254
Q3 2024 New
$9.79B
$2.93 Million 1.84% of portfolio
3,587
Q3 2024 Added 20.61%
$4.5B
$582,000 0.37% of portfolio
8,497
Q3 2024 Reduced 2.88%
$3.47B
$587,000 0.37% of portfolio
12,198
Q3 2024 Reduced 3.86%
$7.15B
$544,000 0.34% of portfolio
11,234
Q3 2024 Reduced 0.04%
$4.84B
$487,000 0.31% of portfolio
3,458
Q3 2024 Added 9.15%
$6.08B
$471,000 0.3% of portfolio
12,059
Q3 2024 Reduced 0.14%
$6B
$453,000 0.29% of portfolio
22,265
Q3 2024 Added 1.75%
$6.42B
$436,000 0.27% of portfolio
9,278
Q3 2024 Added 7.51%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $159 Million
  • Prior Value $138 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 21 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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