Peak Retirement Planning, Inc. Purchases in Q3 2025

Peak Retirement Planning, Inc.

  • $355 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FOXA
Fox Corp

Communication Services
6.36K
+ 27.24%
$53.87 - $63.06 $343K - $401K
29.7K $1.87B
CAG
Conagra Brands Inc.

Consumer Defensive
36.8K
+ 67.37%
$18.04 - $21.14 $664K - $778K
91.4K $1.67B
MMSI
Merit Medical Systems Inc

Healthcare
8.55K
+ 55.44%
$80.06 - $96.01 $685K - $821K
24K $2B
DGX
Quest Diagnostics Inc

Healthcare
2.44K
+ 33.25%
N/A
9.78K $1.86B
KMB
Kimberly Clark Corp

Consumer Defensive
4.67K
+ 49.43%
$121.72 - $136.77 $568K - $639K
14.1K $1.76B
PODD
Insulet Corp

Healthcare
1.8K
+ 39.15%
$277.3 - $352.82 $498K - $633K
6.38K $1.97B
CBOE
Cboe Global Markets, Inc.

Financial Services
1.88K
+ 33.48%
$231.35 - $253.24 $434K - $475K
7.48K $1.83B
CF
Cf Industries Holdings, Inc.

Basic Materials
6.21K
+ 44.19%
$80.91 - $98.75 $502K - $613K
20.3K $1.82B
MO
Altria Group, Inc.

Consumer Defensive
5.29K
+ 23.43%
$57.75 - $67.68 $306K - $358K
27.9K $1.84B
MRK
Merck & Co., Inc.

Healthcare
4.96K
+ 28.85%
$77.6 - $87.37 $385K - $433K
22.2K $1.86B
PEP
Pepsico Inc

Consumer Defensive
2.86K
+ 28.29%
$133.81 - $152.16 $383K - $435K
13K $1.82B
VZ
Verizon Communications Inc

Communication Services
10.3K
+ 32.21%
$40.84 - $45.06 $420K - $463K
42.2K $1.85B
NFG
National Fuel Gas CO

Energy
5.03K
New
$82.19 - $93.72 $414K - $472K
5.03K $465M
CME
Cme Group Inc.

Financial Services
1.81K
+ 39.84%
$258.83 - $287.1 $469K - $520K
6.36K $1.72B
USB
Us Bancorp \De\

Financial Services
7.67K
+ 26.71%
$43.94 - $50.41 $337K - $387K
36.4K $1.76B
AMZN
Amazon Com Inc

Consumer Cyclical
2.07K
+ 47.21%
$211.65 - $238.24 $439K - $494K
6.46K $1.42B
DECK
Deckers Outdoor Corp

Consumer Cyclical
4.7K
+ 34.48%
$95.32 - $123.91 $448K - $583K
18.3K $1.86B
HSY
Hershey CO

Consumer Defensive
1.42K
+ 18.15%
$161.95 - $193.45 $231K - $275K
9.27K $1.73B
VICI
Vici Properties Inc.

Real Estate
12.6K
+ 31.52%
$31.43 - $33.93 $395K - $426K
52.4K $1.71B
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.01K
+ 65.46%
$181.56 - $190.33 $364K - $382K
5.07K $962M
HD
Home Depot, Inc.

Consumer Cyclical
927
+ 121.97%
$357.4 - $423.42 $331K - $393K
1.69K $684M
JBL
Jabil Inc

Technology
1.83K
+ 21.2%
$202.08 - $234.45 $371K - $430K
10.5K $2.28B
GILD
Gilead Sciences, Inc.

Healthcare
3.48K
+ 29.44%
$108.22 - $120.47 $377K - $419K
15.3K $1.7B
CL
Colgate Palmolive CO

Consumer Defensive
6.72K
+ 42.87%
$79.36 - $93.33 $534K - $627K
22.4K $1.79B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
538
+ 10.11%
$459.11 - $506.91 $247K - $273K
5.86K $2.95B
IVW
Ishares S&P 500 Growth ETF

ETFs
2.97K
New
$108.97 - $121.65 $324K - $361K
2.97K $359M
GLDM
World Gold Trust

ETFs
3.67K
+ 87.67%
$64.73 - $76.45 $237K - $280K
7.85K $600M
META
Meta Platforms, Inc.

Communication Services
432
+ 78.98%
$695.21 - $791.73 $300K - $342K
979 $719M
TROW
Price T Rowe Group Inc

Financial Services
2.24K
+ 16.38%
$98.67 - $111.52 $221K - $250K
15.9K $1.63B
GLD
Spdr Gold Trust

ETFs
874
New
$300.96 - $355.47 $263K - $311K
874 $311M
VOE
Vanguard Mid Cap Value Index F

ETFs
688
+ 4.71%
$164.63 - $174.58 $113K - $120K
15.3K $2.67B
WMT
Walmart Inc.

Consumer Defensive
2.59K
New
$94.4 - $104.27 $244K - $270K
2.59K $267M
MCD
Mcdonalds Corp

Consumer Cyclical
869
New
$291.67 - $316.99 $253K - $275K
869 $264M
VGT
Vanguard Information Technolog

ETFs
227
+ 21.81%
$656.44 - $753.15 $149K - $171K
1.27K $947M
EOG
Eog Resources Inc

Energy
2.95K
+ 25.92%
$112.12 - $126.1 $330K - $371K
14.3K $1.6B
CAT
Caterpillar Inc

Industrials
505
New
$390.92 - $477.15 $197K - $241K
505 $241M
TSLA
Tesla, Inc.

Consumer Cyclical
317
+ 40.75%
$293.94 - $444.72 $93.2K - $141K
1.1K $487M
VB
Vanguard Small Cap ETF

ETFs
754
+ 28.53%
$237.58 - $259.17 $179K - $195K
3.4K $864M
GOOG
Alphabet Inc.

Communication Services
921
New
$175.16 - $255.24 $161K - $235K
921 $224M
PLTR
Palantir Technologies Inc.

Technology
1.2K
New
$130.68 - $186.97 $157K - $225K
1.2K $219M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.82K
New
$108.46 - $120.63 $197K - $219K
1.82K $216M
GD
General Dynamics Corp

Industrials
612
New
$293.92 - $341.0 $180K - $209K
612 $209M
VGIT
Vanguard Intermediate Term Tre

ETFs
3.4K
New
$58.97 - $60.36 $201K - $205K
3.4K $204M
VO
Vanguard Mid Cap ETF

ETFs
440
+ 15.08%
$279.83 - $293.74 $123K - $129K
3.36K $986M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.87K
+ 67.57%
$26.38 - $27.95 $155K - $164K
14.5K $397M
SPY
Spdr S&P 500 ETF Trust

ETFs
189
+ 31.5%
$617.65 - $666.84 $117K - $126K
789 $526M
ABBV
Abb Vie Inc.

Healthcare
248
+ 13.96%
$184.85 - $231.54 $45.8K - $57.4K
2.02K $469M
IVV
Ishares Core S&P 500 ETF

ETFs
104
+ 9.17%
$620.67 - $670.08 $64.5K - $69.7K
1.24K $829M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.24K
+ 38.55%
$49.78 - $50.75 $111K - $114K
8.05K $407M
Activity Summary
Buys All Purchases 118 New Holdings 22 Increased Positions 96 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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