Peak Financial Advisors LLC Purchases in Q3 2025

Peak Financial Advisors LLC

  • $161 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
11.8K
New
$218.96 - $328.33 $2.59M - $3.88M
11.8K $3.32M
KLAC
Kla Corp

Technology
2.85K
New
$843.9 - $1078.6 $2.41M - $3.08M
2.85K $3.08M
GLDM
World Gold Trust

ETFs
600
+ 0.24%
$64.73 - $76.45 $38.8K - $45.9K
249K $19.1M
MA
Mastercard Inc

Financial Services
4.84K
+ 609.45%
$550.18 - $598.96 $2.66M - $2.9M
5.63K $3.2M
ABT
Abbott Laboratories

Healthcare
19.1K
New
$120.51 - $136.62 $2.3M - $2.61M
19.1K $2.55M
ROL
Rollins Inc

Consumer Cyclical
43.3K
New
$55.05 - $58.74 $2.38M - $2.54M
43.3K $2.54M
CDNS
Cadence Design Systems Inc

Technology
7.08K
New
$309.46 - $373.37 $2.19M - $2.64M
7.08K $2.49M
CTAS
Cintas Corp

Industrials
11.9K
New
$199.29 - $226.27 $2.36M - $2.68M
11.9K $2.43M
V
Visa Inc.

Financial Services
7.01K
New
$332.09 - $358.86 $2.33M - $2.51M
7.01K $2.39M
PM
Philip Morris International Inc.

Consumer Defensive
14.5K
New
$157.77 - $183.27 $2.29M - $2.66M
14.5K $2.35M
ADP
Automatic Data Processing Inc

Industrials
7.87K
New
$288.69 - $310.94 $2.27M - $2.45M
7.87K $2.31M
VRSK
Verisk Analytics, Inc.

Industrials
8.73K
New
$242.3 - $312.95 $2.11M - $2.73M
8.73K $2.19M
PAYX
Paychex Inc

Industrials
17K
New
$126.69 - $147.99 $2.15M - $2.51M
17K $2.15M
CBOE
Cboe Global Markets, Inc.

Financial Services
8.46K
New
$231.35 - $253.24 $1.96M - $2.14M
8.46K $2.07M
MCK
Mckesson Corp

Healthcare
2.64K
New
$659.01 - $772.54 $1.74M - $2.04M
2.64K $2.04M
CTA
Simplify Exch Traded Fds Simpl

ETFs
40.4K
+ 7.48%
$26.46 - $28.43 $1.07M - $1.15M
581K $16.2M
WMG
Warner Music Group Corp.

Communication Services
24.5K
New
$27.83 - $34.24 $683K - $840K
24.5K $835K
SRE
Sempra Energy

Utilities
9.15K
New
$74.14 - $89.98 $679K - $823K
9.15K $823K
XLF
Financial Sector Spdr

ETFs
14.3K
+ 116.49%
$51.37 - $54.25 $734K - $775K
26.6K $1.43M
MTB
M&T Bank Corp

Financial Services
3.56K
New
$183.74 - $204.05 $655K - $727K
3.56K $704K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.54K
+ 7.44%
$110.74 - $122.12 $281K - $310K
36.6K $4.44M
HUBS
Hubspot Inc

Technology
1.29K
New
$420.79 - $560.9 $541K - $721K
1.29K $601K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
1.15K
New
$287.52 - $458.66 $332K - $529K
1.15K $529K
ESI
Element Solutions Inc

Basic Materials
20.9K
New
$23.13 - $26.99 $483K - $563K
20.9K $525K
CIEN
Ciena Corp

Technology
3.59K
New
$77.75 - $145.67 $279K - $523K
3.59K $523K
MU
Micron Technology Inc

Technology
1.51K
+ 31.18%
$104.88 - $168.89 $158K - $255K
6.36K $1.06M
APA
Apa Corp

Energy
9.41K
+ 35.88%
$18.06 - $24.69 $170K - $232K
35.6K $865K
CVS
Cvs Health Corp

Healthcare
3.41K
+ 23.05%
$58.75 - $76.5 $201K - $261K
18.2K $1.37M
CNQ
Canadian Natural Resources LTD

Energy
9.1K
+ 10.6%
$29.31 - $32.93 $267K - $300K
95K $3.04M
TRGP
Targa Resources Corp.

Energy
2.01K
+ 84.64%
$160.52 - $174.4 $323K - $351K
4.39K $735K
WMT
Walmart Inc.

Consumer Defensive
1.48K
+ 4.87%
$94.4 - $104.27 $140K - $155K
31.9K $3.29M
CW
Curtiss Wright Corp

Industrials
396
+ 38.11%
$472.43 - $542.94 $187K - $215K
1.44K $779K
EMB
Ishares Tr

ETFs
237
+ 0.3%
$91.52 - $95.59 $21.7K - $22.7K
79.9K $7.61M
MTH
Meritage Homes Corp

Consumer Cyclical
2.53K
+ 34.39%
$67.34 - $82.83 $170K - $210K
9.89K $716K
FDX
Fedex Corp

Industrials
823
+ 37.93%
$217.1 - $243.2 $179K - $200K
2.99K $705K
IGV
Ishares Expanded Tech Software

ETFs
252
+ 0.79%
$105.96 - $117.79 $26.7K - $29.7K
32K $3.68M
DHR
Danaher Corp

Healthcare
942
+ 38.75%
$181.46 - $212.2 $171K - $200K
3.37K $668K
LPLA
Lpl Financial Holdings Inc.

Financial Services
692
+ 56.17%
$332.69 - $399.0 $230K - $276K
1.92K $640K
BRX
Brixmor Property Group Inc.

Real Estate
7.43K
+ 39.55%
N/A
26.2K $595K
BSX
Boston Scientific Corp

Healthcare
2.13K
+ 46.82%
$97.03 - $108.14 $207K - $230K
6.68K $652K
VRT
Vertiv Holdings CO

Industrials
1.4K
+ 32.15%
N/A
5.77K $499K
JNJ
Johnson & Johnson

Healthcare
41
+ 1.36%
$155.17 - $185.42 $6.36K - $7.6K
3.05K $565K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
186
+ 6.81%
$225.11 - $247.9 $41.9K - $46.1K
2.92K $721K
AMZN
Amazon Com Inc

Consumer Cyclical
414
+ 2.24%
$211.65 - $238.24 $87.6K - $98.6K
18.9K $4.15M
MO
Altria Group, Inc.

Consumer Defensive
1
+ 0.01%
$57.75 - $67.68 $57.8 - $67.7
10K $663K
GS
Goldman Sachs Group Inc

Financial Services
5
+ 0.7%
$696.56 - $806.32 $3.48K - $4.03K
718 $571K
DUK
Duke Energy Corp

Utilities
162
+ 4.24%
$116.31 - $125.93 $18.8K - $20.4K
3.98K $492K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.53K
+ 16.41%
$25.21 - $25.99 $38.5K - $39.7K
10.8K $279K
VICI
Vici Properties Inc.

Real Estate
45
+ 0.29%
$31.43 - $33.93 $1.41K - $1.53K
15.8K $514K
Activity Summary
Buys All Purchases 62 New Holdings 22 Increased Positions 40 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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