Peak Financial Advisors LLC Purchases in Q3 2024

Peak Financial Advisors LLC

  • $159 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
200K
New
$28.11 - $29.42 $5.63M - $5.89M
200K $5.89M
HUBB
Hubbell Inc

Industrials
7.91K
New
$355.55 - $428.48 $2.81M - $3.39M
7.91K $3.39M
TSCO
Tractor Supply CO

Consumer Cyclical
11.4K
New
$251.95 - $290.93 $2.87M - $3.31M
11.4K $3.31M
ANET
Arista Networks, Inc.

Technology
8.57K
New
$311.42 - $388.21 $2.67M - $3.33M
8.57K $3.29M
GOOGL
Alphabet Inc.

Communication Services
19.3K
New
$148.65 - $191.18 $2.87M - $3.69M
19.3K $3.2M
AMAT
Applied Materials Inc

Technology
15.8K
New
$174.88 - $254.97 $2.77M - $4.04M
15.8K $3.2M
MTD
Mettler Toledo International Inc

Healthcare
2.08K
New
$1308.0 - $1521.03 $2.72M - $3.16M
2.08K $3.12M
SNPS
Synopsys Inc

Technology
6.11K
New
$463.97 - $621.3 $2.83M - $3.79M
6.11K $3.09M
DECK
Deckers Outdoor Corp

Consumer Cyclical
19.3K
New
$150.73 - $974.56 $2.9M - $18.8M
19.3K $3.07M
HPQ
Hp Inc

Technology
85.6K
New
$32.02 - $38.11 $2.74M - $3.26M
85.6K $3.07M
GD
General Dynamics Corp

Industrials
10K
New
$279.51 - $308.09 $2.8M - $3.08M
10K $3.02M
MSFT
Microsoft Corp

Technology
6.98K
+ 899.61%
$395.15 - $467.56 $2.76M - $3.26M
7.76K $3.34M
DPZ
Dominos Pizza Inc

Consumer Cyclical
6.94K
New
$402.52 - $505.35 $2.79M - $3.51M
6.94K $2.99M
AXP
American Express CO

Financial Services
10.8K
New
$225.92 - $271.17 $2.45M - $2.94M
10.8K $2.94M
NTAP
Net App, Inc.

Technology
23.8K
New
$114.18 - $134.62 $2.71M - $3.2M
23.8K $2.93M
MCK
Mckesson Corp

Healthcare
5.27K
New
$479.06 - $630.38 $2.52M - $3.32M
5.27K $2.6M
NFLX
Netflix Inc

Communication Services
3.14K
New
$598.55 - $722.26 $1.88M - $2.27M
3.14K $2.23M
GLDM
World Gold Trust

ETFs
3.96K
+ 1.78%
$46.2 - $53.01 $183K - $210K
227K $11.8M
PHM
Pultegroup Inc

Consumer Cyclical
1.76K
+ 6.79%
$103.95 - $144.98 $183K - $256K
27.7K $3.98M
SVOL
Simplify ETF Simplify Volatili

ETFs
40.6K
+ 9.26%
$20.05 - $22.81 $815K - $927K
480K $10.5M
CTA
Simplify Exch Traded Fds Simpl

ETFs
30.1K
+ 10.55%
$25.73 - $27.07 $773K - $814K
315K $8.19M
META
Meta Platforms, Inc.

Communication Services
76
+ 1.22%
$453.41 - $572.44 $34.5K - $43.5K
6.32K $3.62M
GWW
W.W. Grainger, Inc.

Industrials
64
+ 2.17%
$896.19 - $1044.18 $57.4K - $66.8K
3.01K $3.13M
XLV
Select Sector Spdr Fund Health

ETFs
2.31K
New
$143.3 - $157.24 $331K - $363K
2.31K $355K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.12K
+ 9.26%
$162.64 - $179.3 $183K - $201K
13.2K $2.38M
XLU
Utilities Sector Spdr

ETFs
101
+ 0.48%
$67.67 - $80.78 $6.83K - $8.16K
21.1K $1.71M
ITW
Illinois Tool Works Inc

Industrials
772
New
$233.14 - $263.97 $180K - $204K
772 $202K
MLM
Martin Marietta Materials Inc

Basic Materials
282
+ 5.64%
$502.48 - $593.35 $142K - $167K
5.28K $2.84M
BCC
Boise Cascade CO

Basic Materials
290
+ 9.15%
$114.59 - $144.69 $33.2K - $42K
3.46K $487K
WEC
Wec Energy Group, Inc.

Utilities
63
+ 1.23%
$77.68 - $96.19 $4.89K - $6.06K
5.19K $499K
VICI
Vici Properties Inc.

Real Estate
15
+ 0.1%
$27.64 - $34.08 $415 - $511
14.9K $496K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
3.66K
+ 6.36%
$6.92 - $7.59 $25.3K - $27.7K
61.1K $464K
STWD
Starwood Property Trust, Inc.

Real Estate
383
+ 1.75%
$18.75 - $21.11 $7.18K - $8.09K
22.3K $453K
CODI
Compass Diversified Holdings

Industrials
1.32K
+ 5.62%
$20.23 - $24.06 $26.8K - $31.9K
24.9K $550K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
867
+ 6.09%
$23.04 - $24.06 $20K - $20.9K
15.1K $363K
OMF
One Main Holdings, Inc.

Financial Services
648
+ 7.51%
$43.27 - $53.14 $28K - $34.4K
9.28K $436K
IWF
Ishares Russell 1000 Gr ETF

ETFs
20
+ 2.04%
$332.02 - $382.76 $6.64K - $7.66K
1K $375K
Simplify Exchange Traded Fun
4.69K
+ 1.2%
N/A
394K $0
BUCK
Simplify Exchange Traded Fds S
259K
+ 103.22%
N/A
510K $0
Healthcare Rlty Tr
1.53K
+ 5.91%
N/A
27.4K $0
HEIA
Heico Crp Cl A
1.02K
New
N/A
1.02K $0
ETF Opportunities Trust
33K
New
N/A
33K $0
XLE
Energy Sector Spdr

ETFs
649
+ 3.81%
$84.35 - $93.39 $54.7K - $60.6K
17.7K $1.55M
AMZN
Amazon Com Inc

Consumer Cyclical
8
+ 0.05%
$161.02 - $200.0 $1.29K - $1.6K
16.7K $3.12M
CNQ
Canadian Natural Resources LTD

Energy
630
+ 0.82%
$31.97 - $37.41 $20.1K - $23.6K
77.7K $2.58M
LRCX
Lam Research Corp

Technology
613
+ 20.61%
$731.56 - $1127.3 $448K - $691K
3.59K $2.93M
Activity Summary
Buys All Purchases 47 New Holdings 21 Increased Positions 26 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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