Peak Financial Advisors LLC Purchases and Sells in Q3 2025

Peak Financial Advisors LLC

$161 Million
Q3 2025

Top Buys

Incresed Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLDM	600 + 0.24%	$64.73 - $76.45 $38.8K - $45.9K	249K $19.1M
MA	4.84K + 609.45%	$550.18 - $598.96 $2.66M - $2.9M	5.63K $3.2M
CTA	40.4K + 7.48%	$26.46 - $28.43 $1.07M - $1.15M	581K $16.2M
XLF	14.3K + 116.49%	$51.37 - $54.25 $734K - $775K	26.6K $1.43M
SPMO	2.54K + 7.44%	$110.74 - $122.12 $281K - $310K	36.6K $4.44M
MU	1.51K + 31.18%	$104.88 - $168.89 $158K - $255K	6.36K $1.06M

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ORCL	11.8K New	$218.96 - $328.33 $2.59M - $3.88M	11.8K $3.32M
KLAC	2.85K New	$843.9 - $1078.6 $2.41M - $3.08M	2.85K $3.08M
ABT	19.1K New	$120.51 - $136.62 $2.3M - $2.61M	19.1K $2.55M
ROL	43.3K New	$55.05 - $58.74 $2.38M - $2.54M	43.3K $2.54M
CDNS	7.08K New	$309.46 - $373.37 $2.19M - $2.64M	7.08K $2.49M
CTAS	11.9K New	$199.29 - $226.27 $2.36M - $2.68M	11.9K $2.43M

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-11.1K - 70.55%	$202.38 - $256.87 $2.25M - $2.86M	4.65K $1.18M
INDA	-12.9K - 10.1%	$51.98 - $55.84 $672K - $722K	115K $5.99M
ANGL	-37.8K - 13.8%	$28.95 - $29.73 $1.1M - $1.13M	236K $7.03M
NFLX	-264 - 7.93%	$1147.87 - $1297.18 $303K - $342K	3.07K $3.68M
URA	-23.2K - 35.86%	$36.45 - $50.4 $844K - $1.17M	41.4K $1.97M
SPLG	-4.87K - 49.1%	$72.65 - $78.68 $354K - $383K	5.05K $395K

Activity Summary All Purchases 62 New Holdings 22 Increased Positions 40 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Advisors LLC with notifications on news.