Peak Financial Management, Inc. Reduced Holdings in Q2 2025

Peak Financial Management, Inc.

  • $338 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-121K
- 69.8%
$47.05 - $50.22 $5.72M - $6.1M
52.6K $2.6M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-179K
- 73.32%
$23.54 - $27.53 $4.21M - $4.93M
65.1K $1.68M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-138K
- 28.17%
$26.18 - $26.93 $3.6M - $3.7M
351K $9.36M
AAPL
Apple Inc.

Technology
-15.3K
- 42.48%
$172.42 - $223.89 $2.64M - $3.42M
20.7K $4.25M
TIP
Ishares Tr Tips Bd ETF

ETFs
-8.35K
- 23.99%
$107.93 - $110.97 $902K - $927K
26.5K $2.91M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-3.87K
- 36.17%
$97.29 - $105.63 $377K - $409K
6.84K $694K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.65K
- 29.23%
$167.32 - $223.3 $276K - $368K
3.99K $874K
XLV
Select Sector Spdr Fund Health

ETFs
-591
- 12.64%
$128.77 - $144.3 $76.1K - $85.3K
4.09K $550K
HUBS
Hubspot Inc

Technology
-210
- 26.58%
$487.07 - $672.24 $102K - $141K
580 $322K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-3.92K
- 8.77%
$42.02 - $50.36 $165K - $197K
40.8K $2.03M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-609
- 2.47%
$102.02 - $103.5 $62.1K - $63K
24K $2.47M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-1.61K
- 4.19%
$39.34 - $40.41 $63.3K - $65.1K
36.8K $1.48M
PG
Procter & Gamble CO

Consumer Defensive
-100
- 3.69%
$157.66 - $172.39 $15.8K - $17.2K
2.61K $415K
LLY
Eli Lilly & CO

Healthcare
-34
- 10.63%
$713.71 - $898.95 $24.3K - $30.6K
286 $222K
META
Meta Platforms, Inc.

Communication Services
-154
- 30.37%
$484.66 - $738.09 $74.6K - $114K
353 $260K
BSX
Boston Scientific Corp

Healthcare
-505
- 14.64%
$89.7 - $107.41 $45.3K - $54.2K
2.95K $316K
VZ
Verizon Communications Inc

Communication Services
-103
- 0.94%
$41.67 - $45.62 $4.29K - $4.7K
10.8K $467K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-315
- 7.01%
$91.23 - $97.27 $28.7K - $30.6K
4.18K $406K
CORP
Pimco Investment Grade Corp Bd

ETFs
-210
- 7.04%
$94.14 - $97.31 $19.8K - $20.4K
2.78K $270K
PH
Parker Hannifin Corp

Industrials
-70
- 19.5%
$517.23 - $700.54 $36.2K - $49K
289 $201K
COST
Costco Wholesale Corp

Consumer Defensive
-45
- 5.72%
$908.13 - $1056.85 $40.9K - $47.6K
742 $734K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-400
- 27.1%
$141.37 - $228.57 $56.5K - $91.4K
1.08K $243K
RYH
Invesco S&P 500 Equal Weight H

ETFs
-5.44K
- 7.4%
N/A
68K $0
Ge Vernova Inc
-350
- 39.24%
N/A
542 $0
RTM
Invesco S&P 500 Equal Weight M

ETFs
-1.06K
- 3.62%
N/A
28.2K $0
GLD
Spdr Gold Trust

ETFs
-41
- 3.52%
$273.71 - $316.29 $11.2K - $13K
1.13K $342K
VTV
Vanguard Value ETF

ETFs
-18
- 0.31%
$153.67 - $176.74 $2.77K - $3.18K
5.72K $1.01M
GOOGL
Alphabet Inc.

Communication Services
-402
- 9.54%
$144.7 - $178.6 $58.2K - $71.8K
3.81K $671K
GE
General Electric CO

Industrials
-250
- 13.36%
$166.81 - $257.39 $41.7K - $64.3K
1.62K $417K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-1.08K
- 1.03%
$81.66 - $93.76 $87.8K - $101K
103K $9.64M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-1.19K
- 6.42%
$32.41 - $42.59 $38.7K - $50.9K
17.4K $741K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-30
- 0.49%
$91.62 - $116.16 $2.75K - $3.48K
6.13K $712K
IVV
Ishares Core S&P 500 ETF

ETFs
-15
- 0.4%
$498.8 - $620.9 $7.48K - $9.31K
3.75K $2.33M
IEFA
Ishares Tr

ETFs
-169
- 0.48%
$67.83 - $84.09 $11.5K - $14.2K
34.8K $2.91M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-2.69K
- 3.46%
$120.49 - $141.16 $324K - $379K
74.9K $10.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4.04K
- 2.01%
$19.6 - $24.44 $79.2K - $98.8K
197K $4.81M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-659
- 0.38%
$17.76 - $22.1 $11.7K - $14.6K
171K $3.77M
ACWI
Ishares Msci Acwi ETF

ETFs
-699
- 1.52%
$103.59 - $128.6 $72.4K - $89.9K
45.3K $5.83M
NVDA
Nvidia Corp

Technology
-4.08K
- 14.02%
$94.31 - $157.99 $384K - $644K
25K $3.95M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-426
- 1.41%
$456.74 - $568.03 $195K - $242K
29.9K $17M
VTI
Vanguard Total Stock Market Et

ETFs
-1.25K
- 1.25%
$243.75 - $303.93 $303K - $378K
98.4K $29.9M
Activity Summary
Buys All Purchases 37 New Holdings 8 Increased Positions 29 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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