Peak Financial Management, Inc. New Holdings in Q4 2024

Peak Financial Management, Inc.

  • $330 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
320
New
$867.18 - $1148.42 $277K - $367K
320 $339K
TSLA
Tesla, Inc.

Consumer Cyclical
794
New
$213.65 - $479.86 $170K - $381K
794 $320K
SPY
Spdr S&P 500 ETF Trust

ETFs
408
New
$567.81 - $607.81 $232K - $248K
408 $239K
PLTR
Palantir Technologies Inc.

Technology
3.09K
New
$36.46 - $82.38 $113K - $255K
3.09K $233K
HD
Home Depot, Inc.

Consumer Cyclical
591
New
$385.02 - $431.37 $228K - $255K
591 $229K
EME
Emcor Group, Inc.

Industrials
450
New
$427.96 - $526.95 $193K - $237K
450 $204K
JPM
Jpmorgan Chase & CO

Financial Services
846
New
$205.18 - $250.29 $174K - $212K
846 $202K
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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