Peak Financial Management, Inc. Reduced Holdings in Q4 2024

Peak Financial Management, Inc.

  • $330 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BWX
Spdr Bloomberg International T

ETFs
-18.1K
- 7.12%
$21.39 - $23.3 $387K - $421K
236K $5.05M
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
-7.44K
- 2.11%
$21.58 - $23.37 $161K - $174K
345K $7.46M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-644
- 0.17%
$63.23 - $66.65 $40.7K - $42.9K
376K $23.8M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-1.9K
- 3.7%
$47.92 - $55.17 $91.1K - $105K
49.5K $2.38M
IEFA
Ishares Tr

ETFs
-928
- 2.58%
$70.06 - $77.43 $65K - $71.9K
35K $2.46M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.33K
- 3.91%
$521.84 - $558.82 $695K - $744K
32.8K $17.7M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-470
- 0.6%
$109.14 - $121.63 $51.3K - $57.2K
77.6K $8.52M
VEA
Vanguard Ftse Developed Market

ETFs
-2.33K
- 9.18%
$47.57 - $52.44 $111K - $122K
23K $1.1M
ACWI
Ishares Msci Acwi ETF

ETFs
-430
- 0.94%
$117.05 - $123.03 $50.3K - $52.9K
45.5K $5.35M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-786
- 8.6%
$75.65 - $83.47 $59.5K - $65.6K
8.35K $635K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-437
- 1.9%
$44.04 - $49.49 $19.2K - $21.6K
22.6K $994K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-15
- 0.08%
$33.93 - $38.37 $509 - $576
19.2K $659K
VZ
Verizon Communications Inc

Communication Services
-572
- 4.99%
$39.6 - $45.21 $22.7K - $25.9K
10.9K $435K
EPI
Wisdomtree Tr India Earnings F

ETFs
-620
- 6.51%
$45.09 - $50.08 $28K - $31K
8.9K $402K
XLV
Select Sector Spdr Fund Health

ETFs
-54
- 1.53%
$136.28 - $154.74 $7.36K - $8.36K
3.47K $476K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-361
- 0.47%
$23.63 - $26.47 $8.53K - $9.56K
77.2K $1.83M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-269
- 5.68%
$70.1 - $76.53 $18.9K - $20.6K
4.47K $315K
VTV
Vanguard Value ETF

ETFs
-24
- 0.4%
$168.32 - $181.87 $4.04K - $4.36K
5.99K $1.01M
PH
Parker Hannifin Corp

Industrials
-50
- 11.01%
$621.74 - $709.46 $31.1K - $35.5K
404 $256K
XLI
Industrial Sector Spdr

ETFs
-75
- 3.66%
$131.76 - $143.99 $9.88K - $10.8K
1.98K $260K
BSX
Boston Scientific Corp

Healthcare
-335
- 11.79%
$83.62 - $91.5 $28K - $30.7K
2.51K $223K
XLY
Select Sector Spdr Consumer Di

ETFs
-174
- 15.06%
$194.8 - $239.43 $33.9K - $41.7K
981 $220K
META
Meta Platforms, Inc.

Communication Services
-33
- 5.28%
$554.08 - $632.68 $18.3K - $20.9K
592 $349K
IYW
Ishares Dj Us Tech ETF

ETFs
-112
- 7.26%
$148.14 - $166.23 $16.6K - $18.6K
1.43K $228K
RYH
Invesco S&P 500 Equal Weight H

ETFs
-4.26K
- 4.75%
N/A
85.4K $0
RTM
Invesco S&P 500 Equal Weight M

ETFs
-4.2K
- 11.87%
N/A
31.2K $0
DSI
Ishares Msci Kld 400 Social Et

ETFs
-20
- 0.32%
$107.41 - $115.71 $2.15K - $2.31K
6.25K $688K
AVGO
Broadcom Inc.

Technology
-267
- 17.23%
$159.67 - $250.0 $42.6K - $66.8K
1.28K $297K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-130
- 0.76%
$124.26 - $134.12 $16.2K - $17.4K
17K $2.19M
GOOG
Alphabet Inc.

Communication Services
-470
- 8.6%
$163.08 - $198.16 $76.6K - $93.1K
4.99K $950K
VTI
Vanguard Total Stock Market Et

ETFs
-818
- 0.8%
$280.04 - $302.45 $229K - $247K
101K $29.3M
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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