Peak Financial Advisors LLC Portfolio Holdings
Peak Financial Advisors LLC
- $159 Million
- Q3 2024
Peak Financial Advisors LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $159 Million distributed in 74 stocks.
Among their holdings, we can observe that their the top five positions include companies like: World Gold Trust with a value of $11.8M, Simplify ETF Simplify Volatili with a value of $10.5M, Simplify Exch Traded Fds Simpl with a value of $8.19M, Ishares Msci India Index Fund with a value of $7.15M, and Ishares Tr with a value of $6.52M.
Examining the 13F form we can see an increase of $20.3M in the current position value, from $138M to 159M.
Below you can find more details about Peak Financial Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$159 Million
ETFs: $70.6 Million
Technology: $26.4 Million
Consumer Cyclical: $16.5 Million
Industrials: $10.6 Million
Communication Services: $9.61 Million
Healthcare: $6.46 Million
Financial Services: $4.42 Million
Consumer Defensive: $3.63 Million
Other: $10.5 Million