Peak Financial Management, Inc. Incresed Positions in Q3 2024

Peak Financial Management, Inc.

  • $336 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.97K
+ 0.51%
$58.03 - $65.37 $172K - $194K
580K $37.6M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
869
+ 0.23%
$57.85 - $64.92 $50.3K - $56.4K
376K $24.4M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.78K
+ 1.62%
$36.02 - $41.68 $136K - $158K
237K $9.77M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
5.72K
+ 3.5%
$48.89 - $54.14 $280K - $310K
169K $9.01M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
923
+ 1.41%
$105.53 - $118.34 $97.4K - $109K
66.3K $7.76M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.84K
+ 3.2%
$79.29 - $84.02 $304K - $322K
124K $10.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.91K
+ 2.87%
$59.93 - $66.52 $234K - $260K
140K $9.33M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.1K
+ 3.0%
$96.25 - $101.98 $298K - $316K
106K $10.8M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.08K
+ 0.87%
$75.47 - $83.18 $81.2K - $89.5K
124K $10.3M
USRT
Ishares Core U.S. Reit ETF

ETFs
33
+ 0.04%
$53.07 - $62.66 $1.75K - $2.07K
90.8K $5.59M
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
6.14K
+ 1.77%
$22.01 - $23.52 $135K - $144K
353K $8.26M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
7.03K
+ 5.95%
$45.2 - $47.87 $318K - $336K
125K $5.95M
RPV
Invesco Exchange Traded Fd Tr

ETFs
62
+ 0.06%
$82.04 - $89.49 $5.09K - $5.55K
101K $8.96M
BWX
Spdr Bloomberg International T

ETFs
1.98K
+ 0.79%
$21.34 - $23.47 $42.3K - $46.5K
254K $5.93M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.77K
+ 2.33%
$41.95 - $43.42 $200K - $207K
210K $9.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
200
+ 18.3%
$405.19 - $478.57 $81K - $95.7K
1.29K $595K
TIP
Ishares Tr Tips Bd ETF

ETFs
227
+ 0.68%
$105.92 - $110.83 $24K - $25.2K
33.7K $3.72M
RTX
Raytheon Technologies Corp

Industrials
10
+ 0.16%
$99.55 - $123.34 $996 - $1.23K
6.28K $760K
ITOT
Ishares Core S&P Total U.S. St

ETFs
81
+ 0.47%
$113.41 - $125.62 $9.19K - $10.2K
17.2K $2.15M
VNQ
Vanguard Specialized Funds Van

ETFs
410
+ 9.87%
$82.97 - $98.97 $34K - $40.6K
4.57K $444K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
150
+ 28.3%
$460.0 - $505.78 $69K - $75.9K
680 $316K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
6
+ 0.06%
$100.75 - $111.62 $605 - $670
9.61K $1.05M
PH
Parker Hannifin Corp

Industrials
10
+ 2.25%
$501.01 - $635.92 $5.01K - $6.36K
454 $286K
GE
General Electric CO

Industrials
1
+ 0.05%
$156.66 - $189.66 $157 - $190
2.07K $390K
VZ
Verizon Communications Inc

Communication Services
377
+ 3.4%
$38.89 - $45.0 $14.7K - $17K
11.5K $515K
COST
Costco Wholesale Corp

Consumer Defensive
25
+ 3.31%
$801.83 - $917.05 $20K - $22.9K
781 $692K
XOM
Exxon Mobil Corp

Energy
319
+ 8.33%
$109.72 - $119.0 $35K - $38K
4.15K $486K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4
+ 0.02%
$98.99 - $101.51 $396 - $406
24K $2.43M
PG
Procter & Gamble CO

Consumer Defensive
107
+ 4.36%
$160.76 - $177.82 $17.2K - $19K
2.56K $443K
JNK
Spdr Bloomberg High Yield Bond

ETFs
195
+ 4.55%
$93.65 - $97.81 $18.3K - $19.1K
4.48K $438K
NVDA
Nvidia Corp

Technology
744
+ 2.49%
$98.91 - $134.91 $73.6K - $100K
30.6K $3.72M
MRK
Merck & Co., Inc.

Healthcare
396
+ 21.91%
$111.15 - $128.97 $44K - $51.1K
2.2K $250K
LQD
Ishares Iboxx $ Investment Gra

ETFs
3
+ 0.08%
$106.11 - $113.72 $318 - $341
3.67K $415K
SCHA
Schwab Strategic Tr Us Small C

ETFs
50
+ 1.16%
$46.9 - $51.96 $2.35K - $2.6K
4.38K $225K
AVGO
Broadcom Inc.

Technology
1.4K
+ 900.0%
$136.27 - $1745.86 $190K - $2.44M
1.55K $267K
IHY
Vaneck ETF Tr International Hi

ETFs
81
+ 0.6%
$20.45 - $21.63 $1.66K - $1.75K
13.6K $294K
AMD
Advanced Micro Devices Inc

Technology
4
+ 0.26%
$128.67 - $183.96 $515 - $736
1.54K $253K
GOOG
Alphabet Inc.

Communication Services
20
+ 0.37%
$149.54 - $192.66 $2.99K - $3.85K
5.46K $913K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
8.11K
+ 3.6%
$24.59 - $27.83 $199K - $226K
234K $6.05M
Activity Summary
Buys All Purchases 46 New Holdings 6 Increased Positions 40 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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