Peak Financial Management, Inc. Incresed Positions in Q4 2024

Peak Financial Management, Inc.

  • $330 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
110
+ 0.28%
$221.69 - $259.02 $24.4K - $28.5K
39.8K $9.96M
NVDA
Nvidia Corp

Technology
1.1K
+ 3.6%
$117.0 - $148.88 $129K - $164K
31.7K $4.26M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
293K
+ 209.19%
$22.01 - $66.82 $6.45M - $19.6M
433K $9.84M
AMZN
Amazon Com Inc

Consumer Cyclical
772
+ 15.73%
$180.88 - $232.93 $140K - $180K
5.68K $1.25M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
151K
+ 120.37%
$22.63 - $47.53 $3.41M - $7.16M
276K $6.26M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.34K
+ 4.61%
$174.22 - $187.62 $582K - $626K
75.7K $13.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
9.06K
+ 7.33%
$80.13 - $83.77 $726K - $759K
133K $10.7M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
9.37K
+ 4.47%
$42.33 - $43.3 $396K - $406K
219K $9.33M
HUBS
Hubspot Inc

Technology
100
+ 14.41%
$514.07 - $757.4 $51.4K - $75.7K
794 $553K
RPV
Invesco Exchange Traded Fd Tr

ETFs
290
+ 0.29%
$87.41 - $97.21 $25.3K - $28.2K
101K $9.11M
GOOGL
Alphabet Inc.

Communication Services
229
+ 5.46%
$161.86 - $196.66 $37.1K - $45K
4.42K $836K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2K
+ 3.01%
$113.92 - $127.38 $228K - $255K
68.3K $7.87M
IVV
Ishares Core S&P 500 ETF

ETFs
122
+ 3.53%
$570.51 - $610.59 $69.6K - $74.5K
3.58K $2.11M
TJX
Tjx Companies Inc

Consumer Cyclical
725
+ 27.45%
$112.15 - $127.2 $81.3K - $92.2K
3.37K $406K
LLY
Eli Lilly & CO

Healthcare
136
+ 59.39%
$727.2 - $932.06 $98.9K - $127K
365 $281K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.69K
+ 17.6%
$99.04 - $109.59 $167K - $185K
11.3K $1.12M
QQQ
Invesco Qqq Trust, Series 1

ETFs
29
+ 1.88%
$481.22 - $538.17 $14K - $15.6K
1.57K $804K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
27
+ 1.59%
$172.07 - $207.36 $4.65K - $5.6K
1.73K $341K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1K
+ 10.91%
$49.87 - $52.46 $49.9K - $52.5K
10.2K $507K
XOM
Exxon Mobil Corp

Energy
665
+ 16.03%
$105.51 - $125.37 $70.2K - $83.4K
4.81K $517K
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 1.02%
$873.59 - $994.69 $6.99K - $7.96K
789 $722K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
399
+ 1.66%
$100.24 - $101.35 $40K - $40.4K
24.4K $2.46M
DJP
Barclays Bank PLC

ETFs
705
+ 1.66%
N/A
43.1K $1.39M
PG
Procter & Gamble CO

Consumer Defensive
150
+ 5.86%
$161.05 - $179.7 $24.2K - $27K
2.71K $454K
MSFT
Microsoft Corp

Technology
80
+ 2.55%
$406.35 - $454.46 $32.5K - $36.4K
3.22K $1.36M
GE
General Electric CO

Industrials
301
+ 14.55%
$159.95 - $194.23 $48.1K - $58.5K
2.37K $395K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.2K
+ 96.0%
$25.33 - $51.16 $106K - $215K
8.58K $221K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.27K
+ 200.0%
$26.93 - $84.95 $142K - $448K
7.91K $215K
ABBV
Abb Vie Inc.

Healthcare
90
+ 7.73%
$164.99 - $203.87 $14.8K - $18.3K
1.25K $222K
SCHX
Schwab Strategic Tr Us Large C

ETFs
135K
+ 191.96%
$22.4 - $68.28 $3.01M - $9.18M
205K $4.74M
IHY
Vaneck ETF Tr International Hi

ETFs
88
+ 0.65%
$20.48 - $21.4 $1.8K - $1.88K
13.7K $280K
LQD
Ishares Iboxx $ Investment Gra

ETFs
64
+ 1.74%
$106.56 - $113.11 $6.82K - $7.24K
3.74K $399K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
40
+ 0.22%
$22.65 - $23.8 $906 - $952
17.9K $405K
RTX
Raytheon Technologies Corp

Industrials
10
+ 0.16%
$114.45 - $127.21 $1.14K - $1.27K
6.29K $727K
VNQ
Vanguard Specialized Funds Van

ETFs
40
+ 0.88%
$87.85 - $98.6 $3.51K - $3.94K
4.61K $410K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
591
+ 1.43%
$39.3 - $41.34 $23.2K - $24.4K
41.9K $1.65M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
245K
+ 197.43%
$27.54 - $83.04 $6.75M - $20.4M
369K $10.2M
TIP
Ishares Tr Tips Bd ETF

ETFs
397
+ 1.18%
$106.33 - $110.69 $42.2K - $43.9K
34.1K $3.63M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.85K
+ 2.68%
$96.64 - $101.23 $275K - $288K
109K $10.6M
SCHP
Schwab Strategic Us Tips ETF

ETFs
240K
+ 103.09%
$25.74 - $53.78 $6.17M - $12.9M
472K $12.2M
USRT
Ishares Core U.S. Reit ETF

ETFs
808
+ 0.89%
$55.97 - $62.75 $45.2K - $50.7K
91.6K $5.25M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
85.4K
+ 98.6%
$18.41 - $40.87 $1.57M - $3.49M
172K $3.18M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7K
+ 2.96%
$38.37 - $42.82 $268K - $300K
244K $9.35M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
2.25K
+ 1.33%
$48.5 - $53.31 $109K - $120K
171K $8.34M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.44K
+ 1.11%
$58.88 - $64.8 $379K - $417K
587K $34.6M
Activity Summary
Buys All Purchases 53 New Holdings 7 Increased Positions 46 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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