Peak Financial Management, Inc. Portfolio Holdings
Peak Financial Management, Inc.
- $336 Million
- Q3 2024
Peak Financial Management, Inc. has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $336 Million distributed in 98 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Star Fd Vanguard Tota with a value of $37.6M, Vanguard Total Stock Market Et with a value of $28.8M, Spdr Index Shs Fds S Spdr Port with a value of $24.4M, Vanguard Index Fds S&P 500 ETF with a value of $18M, and Invesco S&P 500 Equal Weight E with a value of $13M.
Examining the 13F form we can see an increase of $28.1M in the current position value, from $308M to 336M.
Below you can find more details about Peak Financial Management, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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