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.

Portfolio value $336 Million
ETFs: $308 Million
Technology: $15.5 Million
Financial Services: $2.94 Million
Communication Services: $2.48 Million
Healthcare: $2.2 Million
Industrials: $1.44 Million
Consumer Cyclical: $1.22 Million
Consumer Defensive: $1.14 Million
Other: $953,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.27B
$451,000 0.13% of portfolio
4,865
Q1 2021 Reduced 33.94%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $336 Million
  • Prior Value $308 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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