Peak Financial Advisors LLC Incresed Positions in Q4 2024

Peak Financial Advisors LLC

  • $156 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
152K
+ 1540.97%
$66.77 - $71.52 $10.2M - $10.9M
162K $11.2M
AAPL
Apple Inc.

Technology
12K
+ 247.17%
$221.69 - $259.02 $2.66M - $3.11M
16.9K $4.23M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
84.3K
+ 42.12%
$28.6 - $29.27 $2.41M - $2.47M
285K $8.16M
CTA
Simplify Exch Traded Fds Simpl

ETFs
9.77K
+ 3.1%
$25.8 - $28.97 $252K - $283K
325K $9.06M
NFLX
Netflix Inc

Communication Services
16
+ 0.51%
$687.65 - $936.56 $11K - $15K
3.16K $2.81M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
3.05K
+ 37.55%
$24.94 - $26.14 $76.1K - $79.8K
11.2K $279K
OMF
One Main Holdings, Inc.

Financial Services
310
+ 3.34%
$45.27 - $57.43 $14K - $17.8K
9.59K $499K
NVDA
Nvidia Corp

Technology
118
+ 3.79%
$117.0 - $148.88 $13.8K - $17.6K
3.23K $433K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.17%
$198.04 - $221.51 $1.39K - $1.55K
4.11K $865K
CODI
Compass Diversified Holdings

Industrials
408
+ 1.64%
$20.56 - $24.27 $8.39K - $9.9K
25.3K $583K
ENB
Enbridge Inc

Energy
138
+ 1.13%
$40.4 - $43.92 $5.58K - $6.06K
12.3K $523K
T
At&T Inc.

Communication Services
228
+ 0.88%
$21.22 - $23.88 $4.84K - $5.44K
26.2K $595K
QUAL
Ishares Msci Usa Quality Facto

ETFs
205
+ 1.55%
$176.42 - $186.91 $36.2K - $38.3K
13.5K $2.4M
MO
Altria Group, Inc.

Consumer Defensive
32
+ 0.32%
$49.06 - $57.74 $1.57K - $1.85K
9.95K $520K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
31
+ 0.05%
$7.35 - $8.04 $228 - $249
61.2K $466K
ETF Opportunities Trust
2.76K
+ 8.38%
N/A
35.7K $0
BUCK
Simplify Exchange Traded Fds S
14.7K
+ 2.87%
N/A
525K $0
WEC
Wec Energy Group, Inc.

Utilities
51
+ 0.98%
$92.94 - $101.82 $4.74K - $5.19K
5.24K $492K
STWD
Starwood Property Trust, Inc.

Real Estate
220
+ 0.99%
$18.95 - $20.37 $4.17K - $4.48K
22.5K $426K
STAG
Stag Industrial, Inc.

Real Estate
356
+ 2.95%
$33.22 - $39.1 $11.8K - $13.9K
12.4K $419K
VICI
Vici Properties Inc.

Real Estate
299
+ 2.01%
$28.27 - $33.19 $8.45K - $9.92K
15.2K $443K
NNN
National Retail Properties, Inc.

Real Estate
42
+ 0.37%
$39.77 - $49.34 $1.67K - $2.07K
11.3K $460K
XLU
Utilities Sector Spdr

ETFs
136
+ 0.64%
$74.89 - $82.93 $10.2K - $11.3K
21.2K $1.61M
NTAP
Net App, Inc.

Technology
173
+ 0.73%
$115.31 - $131.11 $19.9K - $22.7K
23.9K $2.78M
SVOL
Simplify ETF Simplify Volatili

ETFs
7.31K
+ 1.52%
$20.4 - $21.93 $149K - $160K
487K $10.1M
INDA
Ishares Msci India Index Fund

ETFs
1.49K
+ 1.22%
$52.64 - $58.16 $78.5K - $86.7K
124K $6.51M
Activity Summary
Buys All Purchases 42 New Holdings 15 Increased Positions 27 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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