Peak Financial Advisors LLC Portfolio Holdings

Peak Financial Advisors LLC

  • $154 Million
  • Q1 2025

Peak Financial Advisors LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $154 Million distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: World Gold Trust with a value of $13.7M, Simplify Exch Traded Fds Simpl with a value of $9.63M, Vaneck ETF Tr Fallen Angel Hig with a value of $9.21M, Simplify ETF Simplify Volatili with a value of $9.08M, and Ishares Msci India Index Fund with a value of $6.63M.

Examining the 13F form we can see an decrease of $1.73M in the current position value, from $156M to 154M.

Below you can find more details about Peak Financial Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $154 Million
ETFs: $75.1 Million
Technology: $18.9 Million
Industrials: $16.1 Million
Financial Services: $10.3 Million
Consumer Cyclical: $6.71 Million
Healthcare: $6.65 Million
Communication Services: $6.47 Million
Consumer Defensive: $3.88 Million
Other: $10.2 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.37B
$3.07 Million 1.99% of portfolio
14,212
Q1 2025 New
$2.82B
$2.48 Million 1.6% of portfolio
22,142
Q1 2025 New
$3.13B
$496,000 0.32% of portfolio
8,567
Q1 2025 Added 2.44%
$7.34B
$477,000 0.31% of portfolio
11,203
Q1 2025 Reduced 0.65%
$5.67B
$477,000 0.31% of portfolio
9,765
Q1 2025 Added 1.85%
$3.36B
$463,000 0.3% of portfolio
11,978
Q1 2025 Added 0.08%
$5.82B
$446,000 0.29% of portfolio
22,579
Q1 2025 Added 0.42%
$5.84B
$448,000 0.29% of portfolio
12,416
Q1 2025 Added 0.01%
$3.67B
$356,000 0.23% of portfolio
3,624
Q1 2025 Added 4.8%

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $154 Million
  • Prior Value $156 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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