Peak Retirement Planning, Inc. Incresed Positions in Q3 2025

Peak Retirement Planning, Inc.

  • $355 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
VOE
Vanguard Mid Cap Value Index F

ETFs
688
+ 4.71%
$164.63 - $174.58 $113K - $120K
15.3K $2.67B
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
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
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
IUSV
Ishares Core S&P U.S. Value Et

ETFs
846
+ 22.11%
$94.17 - $99.95 $79.7K - $84.6K
4.67K $467M
AEP
American Electric Power CO Inc

Utilities
205
+ 2.48%
$103.26 - $115.0 $21.2K - $23.6K
8.47K $953M
ORCL
Oracle Corp

Technology
13
+ 0.89%
$218.96 - $328.33 $2.85K - $4.27K
1.47K $413M
XOM
Exxon Mobil Corp

Energy
530
+ 8.57%
$105.83 - $117.22 $56.1K - $62.1K
6.72K $757M
SO
Southern CO

Utilities
794
+ 26.48%
$90.83 - $96.0 $72.1K - $76.2K
3.79K $359M
LOW
Lowes Companies Inc

Consumer Cyclical
122
+ 7.9%
$215.01 - $273.02 $26.2K - $33.3K
1.67K $419M
WFC
Wells Fargo & Company

Financial Services
444
+ 6.58%
$77.05 - $85.16 $34.2K - $37.8K
7.19K $603M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
280
+ 10.83%
$132.9 - $142.03 $37.2K - $39.8K
2.87K $404M
Fidelity Covington Trust Fidelity Enhanced Large Cap Core ETF
297
+ 2.44%
N/A
12.5K $464M
IBM
International Business Machines Corp

Technology
201
+ 20.76%
$234.77 - $292.47 $47.2K - $58.8K
1.17K $330M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
544
+ 3.67%
$48.5 - $50.19 $26.4K - $27.3K
15.4K $769M
VV
Vanguard Large Cap ETF

ETFs
4
+ 0.28%
$285.05 - $309.14 $1.14K - $1.24K
1.41K $433M
AXP
American Express CO

Financial Services
42
+ 5.8%
$294.27 - $342.31 $12.4K - $14.4K
766 $255M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
22
+ 0.27%
$36.04 - $38.78 $793 - $853
8.19K $316M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
32
+ 0.29%
$23.82 - $25.84 $762 - $827
11.1K $285M
PCAR
Paccar Inc

Industrials
3
+ 0.13%
$92.91 - $102.86 $279 - $309
2.37K $233M
LLY
Eli Lilly & CO

Healthcare
9
+ 1.64%
$625.65 - $812.69 $5.63K - $7.31K
557 $425M
FISV
Fiserv Inc

Technology
4
+ 0.25%
N/A
1.61K $207M
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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