Peak Financial Management, Inc. Sells in Q3 2024

Peak Financial Management, Inc.

  • $336 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-97.9K
- 65.59%
$48.71 - $54.57 $4.77M - $5.34M
51.4K $2.78M
LLY
Eli Lilly & CO

Healthcare
-189
- 45.22%
$772.14 - $960.02 $146K - $181K
229 $202K
AMZN
Amazon Com Inc

Consumer Cyclical
-345
- 6.57%
$161.02 - $200.0 $55.6K - $69K
4.91K $914K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-500
- 22.73%
$147.95 - $191.05 $74K - $95.5K
1.7K $295K
AAPL
Apple Inc.

Technology
-4.59K
- 10.36%
$207.23 - $234.82 $950K - $1.08M
39.7K $9.24M
MSFT
Microsoft Corp

Technology
-43
- 1.35%
$395.15 - $467.56 $17K - $20.1K
3.14K $1.35M
IVV
Ishares Core S&P 500 ETF

ETFs
-302
- 8.04%
$520.18 - $576.82 $157K - $174K
3.45K $1.99M
HUBS
Hubspot Inc

Technology
-21
- 2.94%
$450.09 - $592.58 $9.45K - $12.4K
694 $368K
DJP
Barclays Bank PLC

ETFs
-1.08K
- 2.49%
$32.3 - $32.3 $35K - $35K
42.4K $1.37M
XLV
Select Sector Spdr Fund Health

ETFs
-315
- 8.21%
$143.3 - $157.24 $45.1K - $49.5K
3.52K $542K
TJX
Tjx Companies Inc

Consumer Cyclical
-191
- 6.74%
$107.93 - $120.23 $20.6K - $23K
2.64K $310K
RTM
Invesco S&P 500 Equal Weight M

ETFs
-1.44K
- 3.9%
N/A
35.4K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-240K
- 72.82%
N/A
89.7K $0
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-370
- 6.14%
$38.03 - $42.06 $14.1K - $15.6K
5.65K $236K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-560
- 3.05%
$22.51 - $23.92 $12.6K - $13.4K
17.8K $424K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-300
- 4.6%
$32.04 - $37.11 $9.61K - $11.1K
6.22K $226K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-210
- 4.43%
$108.44 - $120.37 $22.8K - $25.3K
4.53K $545K
ABBV
Abb Vie Inc.

Healthcare
-84
- 6.73%
$163.84 - $199.33 $13.8K - $16.7K
1.16K $229K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-814
- 4.06%
$34.48 - $38.87 $28.1K - $31.6K
19.2K $741K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-25
- 0.4%
$97.81 - $108.79 $2.45K - $2.72K
6.27K $681K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-237
- 0.57%
$39.37 - $41.68 $9.33K - $9.88K
41.3K $1.71M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-656
- 2.77%
$41.9 - $48.26 $27.5K - $31.7K
23K $1.1M
VEA
Vanguard Ftse Developed Market

ETFs
-225
- 0.88%
$47.6 - $53.31 $10.7K - $12K
25.3K $1.34M
VTV
Vanguard Value ETF

ETFs
-9
- 0.15%
$159.75 - $174.57 $1.44K - $1.57K
6.01K $1.05M
IEFA
Ishares Tr

ETFs
-96
- 0.27%
$70.09 - $78.74 $6.73K - $7.56K
36K $2.81M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-680
- 0.78%
$36.98 - $41.55 $25.1K - $28.3K
86.6K $3.56M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-10
- 0.01%
$61.11 - $67.85 $611 - $679
70.1K $4.75M
ACWI
Ishares Msci Acwi ETF

ETFs
-435
- 0.94%
$107.24 - $119.84 $46.6K - $52.1K
45.9K $5.49M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-872
- 2.49%
$475.2 - $527.7 $414K - $460K
34.1K $18M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-289
- 0.37%
$101.06 - $115.49 $29.2K - $33.4K
78K $8.84M
VTI
Vanguard Total Stock Market Et

ETFs
-678
- 0.66%
$255.18 - $283.2 $173K - $192K
102K $28.8M
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
Track This Portfolio

Track Peak Financial Management, Inc. Portfolio

Follow Peak Financial Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Financial Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email