Peak Financial Management, Inc. New Holdings in Q3 2024

Peak Financial Management, Inc.

  • $336 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
72.4K
New
$162.83 - $179.16 $11.8M - $13M
72.4K $13M
NVO
Novo Nordisk A S

Healthcare
2.37K
New
$119.07 - $145.42 $283K - $345K
2.37K $282K
DOW
Dow Inc.

Basic Materials
4.54K
New
$50.15 - $55.41 $228K - $252K
4.54K $248K
JNJ
Johnson & Johnson

Healthcare
1.43K
New
$145.48 - $167.38 $207K - $239K
1.43K $230K
GLD
Spdr Gold Trust

ETFs
942
New
$215.56 - $246.98 $203K - $233K
942 $229K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.47K
New
$77.22 - $89.49 $190K - $221K
2.47K $219K
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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