Peak Financial Management, Inc. Reduced Holdings in Q1 2025

Peak Financial Management, Inc.

  • $330 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.46K
- 7.5%
$507.05 - $563.67 $1.25M - $1.38M
30.3K $15.6M
AAPL
Apple Inc.

Technology
-3.79K
- 9.53%
$209.68 - $247.1 $795K - $937K
36K $7.99M
VTI
Vanguard Total Stock Market Et

ETFs
-1.41K
- 1.4%
$271.18 - $303.12 $383K - $428K
99.6K $27.4M
NVDA
Nvidia Corp

Technology
-2.64K
- 8.32%
$106.98 - $149.43 $282K - $394K
29.1K $3.15M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-566
- 0.83%
$102.49 - $119.96 $58K - $67.9K
67.8K $7.09M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-3.43K
- 0.91%
$61.91 - $66.79 $212K - $229K
372K $23.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-569
- 36.15%
$468.34 - $539.52 $266K - $307K
1.01K $471K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.8K
- 1.86%
$21.75 - $24.28 $82.6K - $92.2K
201K $4.43M
MSFT
Microsoft Corp

Technology
-230
- 7.14%
$375.39 - $447.2 $86.3K - $103K
2.99K $1.12M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-4.8K
- 9.69%
$47.6 - $51.91 $228K - $249K
44.7K $2.16M
AMZN
Amazon Com Inc

Consumer Cyclical
-47
- 0.83%
$190.26 - $242.06 $8.94K - $11.4K
5.63K $1.07M
XOM
Exxon Mobil Corp

Energy
-1.84K
- 38.31%
$105.44 - $118.93 $194K - $219K
2.97K $353K
TJX
Tjx Companies Inc

Consumer Cyclical
-1.2K
- 35.65%
$112.81 - $126.16 $135K - $151K
2.17K $263K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-350
- 33.56%
$442.66 - $534.52 $155K - $187K
693 $369K
HUBS
Hubspot Inc

Technology
-4
- 0.5%
$571.29 - $819.71 $2.29K - $3.28K
790 $451K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-3.43K
- 8.2%
$38.99 - $40.37 $134K - $139K
38.4K $1.55M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-251
- 14.53%
$165.25 - $224.62 $41.5K - $56.4K
1.48K $245K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-85
- 1.36%
$101.98 - $115.66 $8.67K - $9.83K
6.16K $630K
META
Meta Platforms, Inc.

Communication Services
-85
- 14.36%
$576.36 - $736.67 $49K - $62.6K
507 $292K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.84K
- 8.14%
$42.5 - $46.71 $78.1K - $85.8K
20.7K $938K
VNQ
Vanguard Specialized Funds Van

ETFs
-510
- 11.07%
$85.55 - $94.34 $43.6K - $48.1K
4.1K $370K
PH
Parker Hannifin Corp

Industrials
-45
- 11.14%
$591.65 - $707.05 $26.6K - $31.8K
359 $218K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-45
- 0.99%
$113.22 - $126.36 $5.09K - $5.69K
4.49K $515K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-75
- 2.0%
$120.24 - $134.3 $9.02K - $10.1K
3.67K $447K
VTV
Vanguard Value ETF

ETFs
-249
- 4.16%
$167.73 - $179.21 $41.8K - $44.6K
5.74K $991K
GE
General Electric CO

Industrials
-499
- 21.05%
$168.59 - $212.13 $84.1K - $106K
1.87K $374K
LLY
Eli Lilly & CO

Healthcare
-45
- 12.33%
$725.72 - $929.72 $32.7K - $41.8K
320 $264K
EPI
Wisdomtree Tr India Earnings F

ETFs
-25
- 0.28%
$40.08 - $45.85 $1K - $1.15K
8.87K $387K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-586
- 5.19%
$97.25 - $104.79 $57K - $61.4K
10.7K $1.11M
ABBV
Abb Vie Inc.

Healthcare
-250
- 19.94%
$169.2 - $216.66 $42.3K - $54.2K
1K $210K
RYH
Invesco S&P 500 Equal Weight H

ETFs
-11.9K
- 13.97%
N/A
73.5K $0
RTM
Invesco S&P 500 Equal Weight M

ETFs
-1.96K
- 6.28%
N/A
29.3K $0
PG
Procter & Gamble CO

Consumer Defensive
-4
- 0.15%
$158.56 - $176.26 $634 - $705
2.71K $461K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-625
- 3.25%
$33.57 - $37.22 $21K - $23.3K
18.6K $667K
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.25%
$890.62 - $1076.86 $1.78K - $2.15K
787 $744K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-205
- 2.45%
$75.32 - $84.77 $15.4K - $17.4K
8.15K $665K
VEA
Vanguard Ftse Developed Market

ETFs
-85
- 0.37%
$47.4 - $52.99 $4.03K - $4.5K
22.9K $1.17M
IEFA
Ishares Tr

ETFs
-37
- 0.11%
$69.57 - $78.65 $2.57K - $2.91K
35K $2.65M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-470
- 0.27%
$18.36 - $20.51 $8.63K - $9.64K
171K $3.39M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-961
- 0.39%
$25.34 - $26.96 $24.4K - $25.9K
244K $6.46M
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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