Peak Financial Management, Inc. Incresed Positions in Q1 2025

Peak Financial Management, Inc.

  • $330 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.45K
+ 0.93%
$58.01 - $64.46 $316K - $351K
592K $36.8M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
52
+ 0.07%
$111.19 - $129.47 $5.78K - $6.73K
77.6K $10M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.2K
+ 9.5%
$169.43 - $182.84 $1.22M - $1.32M
82.9K $14.4M
SCHP
Schwab Strategic Us Tips ETF

ETFs
16K
+ 3.38%
$25.69 - $26.89 $410K - $430K
488K $13.1M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
24.5K
+ 8.87%
$22.46 - $23.26 $550K - $569K
300K $6.96M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.25K
+ 3.79%
$37.07 - $40.63 $343K - $376K
253K $9.96M
VCIT
Vanguard Intermediate Term Cor

ETFs
5K
+ 3.77%
$79.17 - $82.04 $396K - $410K
138K $11.3M
RPV
Invesco Exchange Traded Fd Tr

ETFs
2.84K
+ 2.81%
$89.33 - $95.17 $254K - $270K
104K $9.59M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.66K
+ 1.52%
$95.85 - $99.25 $159K - $164K
111K $11M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
2.69K
+ 1.57%
$47.59 - $50.79 $128K - $136K
174K $8.7M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
6.85K
+ 3.13%
$42.38 - $43.28 $290K - $297K
226K $9.6M
TIP
Ishares Tr Tips Bd ETF

ETFs
751
+ 2.2%
$106.22 - $111.09 $79.8K - $83.4K
34.8K $3.87M
XLV
Select Sector Spdr Fund Health

ETFs
1.21K
+ 34.91%
$137.61 - $149.68 $167K - $181K
4.68K $682K
BSX
Boston Scientific Corp

Healthcare
943
+ 37.61%
$89.38 - $106.18 $84.3K - $100K
3.45K $348K
USRT
Ishares Core U.S. Reit ETF

ETFs
1.67K
+ 1.82%
$55.14 - $60.29 $92.1K - $101K
93.3K $5.37M
GLD
Spdr Gold Trust

ETFs
224
+ 23.78%
$243.19 - $288.14 $54.5K - $64.5K
1.17K $335K
RTX
Raytheon Technologies Corp

Industrials
8
+ 0.13%
$114.1 - $135.66 $913 - $1.09K
6.3K $834K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
236
+ 0.97%
$100.59 - $103.47 $23.7K - $24.4K
24.6K $2.55M
PHYS
Sprott Physical Gold Trust

Financial Services
214
+ 0.97%
$20.25 - $24.06 $4.33K - $5.15K
22.2K $534K
DJP
Barclays Bank PLC

ETFs
2.6K
+ 6.02%
N/A
45.7K $1.48M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
460
+ 2.58%
$22.42 - $23.22 $10.3K - $10.7K
18.3K $422K
LQD
Ishares Iboxx $ Investment Gra

ETFs
70
+ 1.87%
$105.1 - $109.61 $7.36K - $7.67K
3.81K $413K
IVV
Ishares Core S&P 500 ETF

ETFs
192
+ 5.37%
$554.06 - $615.85 $106K - $118K
3.77K $2.12M
JPM
Jpmorgan Chase & CO

Financial Services
26
+ 3.07%
$225.19 - $279.95 $5.85K - $7.28K
872 $213K
ACWI
Ishares Msci Acwi ETF

ETFs
491
+ 1.08%
$115.16 - $124.13 $56.5K - $60.9K
46K $5.35M
LMAT
Lemaitre Vascular Inc

Healthcare
500
+ 10.28%
$78.82 - $104.0 $39.4K - $52K
5.37K $450K
JNK
Spdr Bloomberg High Yield Bond

ETFs
10
+ 0.22%
$94.86 - $97.12 $949 - $971
4.49K $428K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.25%
$551.42 - $612.93 $551 - $613
409 $228K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
160
+ 2.83%
$37.84 - $44.02 $6.05K - $7.04K
5.81K $223K
SCHA
Schwab Strategic Tr Us Small C

ETFs
58
+ 0.68%
$23.16 - $27.04 $1.34K - $1.57K
8.64K $202K
ITOT
Ishares Core S&P Total U.S. St

ETFs
40
+ 0.23%
$120.29 - $134.6 $4.81K - $5.38K
17.1K $2.08M
GOOG
Alphabet Inc.

Communication Services
92
+ 1.84%
$156.06 - $207.71 $14.4K - $19.1K
5.09K $794K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.53K
+ 1.28%
$21.23 - $23.75 $117K - $131K
439K $9.45M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.74K
+ 1.01%
$25.58 - $29.24 $95.5K - $109K
373K $9.77M
Activity Summary
Buys All Purchases 47 New Holdings 12 Increased Positions 35 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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