Peak Financial Advisors LLC Incresed Positions in Q4 2025

Peak Financial Advisors LLC

  • $153 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
EMB
Ishares Tr

ETFs
38.7K
+ 48.42%
$94.63 - $97.03 $3.66M - $3.75M
119K $11.4M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
3.31K
+ 287.0%
$412.35 - $541.5 $1.37M - $1.79M
4.47K $2.36M
JNJ
Johnson & Johnson

Healthcare
8.91K
+ 292.03%
$185.98 - $199.58 $1.66M - $1.78M
12K $2.39M
FDX
Fedex Corp

Industrials
6.14K
+ 205.18%
$224.63 - $268.67 $1.38M - $1.65M
9.13K $2.42M
TRGP
Targa Resources Corp.

Energy
9.71K
+ 221.28%
$146.3 - $173.23 $1.42M - $1.68M
14.1K $2.44M
CIEN
Ciena Corp

Technology
8K
+ 222.74%
$151.45 - $209.52 $1.21M - $1.68M
11.6K $2.22M
APA
Apa Corp

Energy
67.6K
+ 189.71%
$21.66 - $25.12 $1.46M - $1.7M
103K $2.56M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
21.2K
+ 420.77%
$76.84 - $80.86 $1.63M - $1.72M
26.3K $2.08M
DHR
Danaher Corp

Healthcare
7.27K
+ 215.39%
$202.46 - $223.01 $1.47M - $1.62M
10.6K $2.35M
SRE
Sempra Energy

Utilities
17.4K
+ 190.12%
$89.26 - $94.01 $1.55M - $1.64M
26.6K $2.44M
ESI
Element Solutions Inc

Basic Materials
58.9K
+ 282.39%
$23.94 - $27.74 $1.41M - $1.63M
79.8K $2.07M
MTH
Meritage Homes Corp

Consumer Cyclical
23.2K
+ 234.72%
$65.31 - $74.73 $1.52M - $1.73M
33.1K $2.21M
WMG
Warner Music Group Corp.

Communication Services
51K
+ 207.71%
$29.75 - $34.24 $1.52M - $1.75M
75.5K $2.29M
MU
Micron Technology Inc

Technology
3.81K
+ 59.98%
$181.6 - $253.3 $692K - $966K
10.2K $2.51M
CW
Curtiss Wright Corp

Industrials
2.58K
+ 179.51%
$536.42 - $601.78 $1.38M - $1.55M
4.01K $2.21M
BRX
Brixmor Property Group Inc.

Real Estate
59.3K
+ 226.38%
N/A
85.6K $1.94M
BSX
Boston Scientific Corp

Healthcare
12.8K
+ 191.38%
$94.95 - $104.98 $1.21M - $1.34M
19.5K $2M
MTB
M&T Bank Corp

Financial Services
6.94K
+ 194.75%
$178.63 - $195.63 $1.24M - $1.36M
10.5K $1.96M
LPLA
Lpl Financial Holdings Inc.

Financial Services
3.07K
+ 159.67%
$312.18 - $378.94 $959K - $1.16M
5K $1.85M
HUBS
Hubspot Inc

Technology
2.8K
+ 217.51%
$386.35 - $494.58 $1.08M - $1.38M
4.08K $1.62M
AMZN
Amazon Com Inc

Consumer Cyclical
2.04K
+ 10.77%
$213.04 - $254.0 $434K - $517K
21K $4.92M
NVDA
Nvidia Corp

Technology
3.43K
+ 113.97%
$179.83 - $207.04 $616K - $709K
6.43K $1.2M
XLF
Financial Sector Spdr

ETFs
8.49K
+ 31.95%
$51.76 - $53.77 $439K - $456K
35K $1.84M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
5.9K
+ 54.47%
$25.75 - $26.12 $152K - $154K
16.7K $431K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
21K
+ 32.94%
$7.1 - $7.67 $149K - $161K
84.7K $601K
NSA
National Storage Affiliates Trust

Real Estate
1.05K
+ 7.92%
$29.07 - $32.46 $30.6K - $34.1K
14.3K $421K
DUK
Duke Energy Corp

Utilities
38
+ 0.95%
$121.57 - $129.03 $4.62K - $4.9K
4.02K $503K
Te Connectivity PLC
6.39K
+ 161.61%
N/A
10.3K $0
Tcw ETF Trust
17K
+ 2.71%
N/A
642K $0
Millrose Pptys Inc
1.37K
+ 11.21%
N/A
13.6K $0
Simplify Exchange Traded Fun
76K
+ 25.45%
N/A
375K $0
Grayscale Bitcoin Mini Tr Et
10.3K
+ 20.24%
N/A
60.9K $0
NNN
National Retail Properties, Inc.

Real Estate
109
+ 0.96%
$39.65 - $42.98 $4.32K - $4.68K
11.4K $471K
STWD
Starwood Property Trust, Inc.

Real Estate
1.13K
+ 4.69%
$17.83 - $19.47 $20.1K - $21.9K
25.1K $447K
AMT
American Tower Corp

Real Estate
31
+ 1.31%
$176.64 - $193.32 $5.48K - $5.99K
2.41K $434K
VICI
Vici Properties Inc.

Real Estate
214
+ 1.36%
$29.52 - $32.91 $6.32K - $7.04K
16K $485K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
337
+ 0.92%
$117.68 - $124.18 $39.7K - $41.8K
37K $4.36M
IGV
Ishares Expanded Tech Software

ETFs
483
+ 1.51%
$106.84 - $117.08 $51.6K - $56.5K
32.5K $3.49M
CTA
Simplify Exch Traded Fds Simpl

ETFs
2.41K
+ 0.41%
$26.88 - $29.21 $64.7K - $70.3K
583K $15.9M
NFLX
Netflix Inc

Communication Services
27.1K
+ 885.23%
$110.29 - $1241.35 $2.99M - $33.7M
30.2K $3.33M
Activity Summary
Buys All Purchases 54 New Holdings 13 Increased Positions 41 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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