Peak Financial Advisors LLC Reduced Holdings in Q4 2025

Peak Financial Advisors LLC

  • $153 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GLDM
World Gold Trust

ETFs
-48.5K
- 19.47%
$76.32 - $86.69 $3.7M - $4.21M
201K $16.2M
KLAC
Kla Corp

Technology
-2.35K
- 82.4%
$982.75 - $1235.28 $2.31M - $2.9M
502 $569K
ORCL
Oracle Corp

Technology
-7.92K
- 67.03%
$217.57 - $313.0 $1.72M - $2.48M
3.9K $856K
COST
Costco Wholesale Corp

Consumer Defensive
-2.59K
- 44.21%
$910.94 - $954.99 $2.36M - $2.48M
3.27K $2.99M
FFIV
F5, Inc.

Technology
-6.36K
- 72.41%
$234.0 - $343.17 $1.49M - $2.18M
2.42K $566K
VRSN
Verisign Inc

Technology
-6.63K
- 73.55%
$232.82 - $275.44 $1.54M - $1.83M
2.39K $603K
CDNS
Cadence Design Systems Inc

Technology
-5.12K
- 72.39%
$314.93 - $353.36 $1.61M - $1.81M
1.95K $615K
RSG
Republic Services, Inc.

Industrials
-7.42K
- 72.76%
$204.12 - $227.29 $1.51M - $1.69M
2.78K $582K
PM
Philip Morris International Inc.

Consumer Defensive
-10.6K
- 72.9%
$144.33 - $160.86 $1.53M - $1.7M
3.93K $600K
ADP
Automatic Data Processing Inc

Industrials
-5.57K
- 70.73%
$250.9 - $292.94 $1.4M - $1.63M
2.3K $577K
MA
Mastercard Inc

Financial Services
-778
- 13.81%
$536.85 - $580.45 $418K - $452K
4.86K $2.61M
URA
Global X Uranium ETF

ETFs
-5.81K
- 14.02%
$44.75 - $58.11 $260K - $337K
35.6K $1.59M
AXP
American Express CO

Financial Services
-784
- 7.59%
$316.26 - $372.77 $248K - $292K
9.54K $3.26M
T
At&T Inc.

Communication Services
-1.75K
- 6.81%
$24.44 - $27.55 $42.7K - $48.1K
23.9K $608K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-454
- 15.55%
$242.67 - $261.79 $110K - $119K
2.47K $617K
MO
Altria Group, Inc.

Consumer Defensive
-211
- 2.1%
$56.38 - $66.65 $11.9K - $14.1K
9.83K $571K
MC
Moelis & CO

Financial Services
-272
- 3.1%
$62.14 - $72.09 $16.9K - $19.6K
8.51K $538K
ENB
Enbridge Inc

Energy
-213
- 1.74%
$46.39 - $50.07 $9.88K - $10.7K
12K $572K
KMI
Kinder Morgan, Inc.

Energy
-688
- 2.88%
$25.84 - $28.46 $17.8K - $19.6K
23.2K $636K
GS
Goldman Sachs Group Inc

Financial Services
-21
- 2.92%
$744.6 - $838.97 $15.6K - $17.6K
697 $540K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-333
- 1.91%
$23.54 - $23.93 $7.84K - $7.97K
17.1K $403K
American Healthcare Reit Inc
-317
- 2.44%
N/A
12.7K $0
OMF
One Main Holdings, Inc.

Financial Services
-293
- 3.16%
$52.15 - $61.38 $15.3K - $18K
8.98K $531K
AAPL
Apple Inc.

Technology
-79
- 1.7%
$245.27 - $275.25 $19.4K - $21.7K
4.57K $1.22M
STAG
Stag Industrial, Inc.

Real Estate
-30
- 0.22%
$35.5 - $39.43 $1.07K - $1.18K
13.3K $512K
CNQ
Canadian Natural Resources LTD

Energy
-1.42K
- 1.5%
$29.91 - $33.57 $42.5K - $47.7K
93.6K $3.14M
INDA
Ishares Msci India Index Fund

ETFs
-341
- 0.3%
$52.3 - $55.29 $17.8K - $18.9K
115K $6.26M
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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