Peak Retirement Planning, Inc. Portfolio Holdings by Sector
Peak Retirement Planning, Inc.
- $148 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SGOV VOO QQQ XLF XLP XLC VNQ XLRE 28 stocks |
$87.7 Million
59.46% of portfolio
|
28
|
- |
28
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO NVDA MPWR 3 stocks |
$3.64 Million
2.47% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
MRK GILD JNJ ABBV LLY 5 stocks |
$3.07 Million
2.08% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW ORCL 3 stocks |
$3.03 Million
2.05% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.62 Million
1.78% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CHTR VZ CMCSA 3 stocks |
$2.4 Million
1.63% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
DKS WSM 2 stocks |
$2.04 Million
1.39% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
NBIX LNTH 2 stocks |
$1.95 Million
1.32% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
JBL FLEX 2 stocks |
$1.94 Million
1.31% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
APP ZM 2 stocks |
$1.93 Million
1.31% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP EOG 2 stocks |
$1.93 Million
1.31% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.93 Million
1.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$1.86 Million
1.26% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
AN LAD 2 stocks |
$1.83 Million
1.24% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
CME CBOE 2 stocks |
$1.66 Million
1.12% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.66 Million
1.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI TOL 2 stocks |
$1.63 Million
1.1% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CL KMB 2 stocks |
$1.58 Million
1.07% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY MDLZ 2 stocks |
$1.58 Million
1.07% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$1.45 Million
0.99% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
TROW 1 stocks |
$1.08 Million
0.73% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
OPCH 1 stocks |
$1.03 Million
0.7% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronics & Computer Distribution | Technology
AVT 1 stocks |
$956,793
0.65% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
SKX 1 stocks |
$952,739
0.65% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
PODD 1 stocks |
$942,913
0.64% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$922,565
0.63% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
INCY 1 stocks |
$920,567
0.62% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$918,724
0.62% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
FOXA 1 stocks |
$900,202
0.61% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
MMSI 1 stocks |
$875,065
0.59% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DGX 1 stocks |
$824,504
0.56% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VLO 1 stocks |
$821,766
0.56% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO 1 stocks |
$817,959
0.55% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$797,873
0.54% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$797,050
0.54% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CF 1 stocks |
$791,089
0.54% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$787,593
0.53% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$781,648
0.53% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
VICI 1 stocks |
$754,582
0.51% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$613,115
0.42% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$603,920
0.41% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$579,955
0.39% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE AEP 2 stocks |
$521,410
0.35% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
MTG 1 stocks |
$511,970
0.35% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$350,820
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$259,034
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|