Peak Financial Management, Inc. Portfolio Holdings

Peak Financial Management, Inc.

  • $330 Million
  • Q4 2024

Peak Financial Management, Inc. has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $330 Million distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Star Fd Vanguard Tota with a value of $34.6M, Vanguard Total Stock Market Et with a value of $29.3M, Spdr Index Shs Fds S Spdr Port with a value of $23.8M, Vanguard Index Fds S&P 500 ETF with a value of $17.7M, and Invesco S&P 500 Equal Weight E with a value of $13.3M.

Examining the 13F form we can see an decrease of $5.96M in the current position value, from $336M to 330M.

Below you can find more details about Peak Financial Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $330 Million
ETFs: $301 Million
Technology: $17.3 Million
Financial Services: $2.95 Million
Communication Services: $2.57 Million
Consumer Cyclical: $2.2 Million
Industrials: $1.58 Million
Consumer Defensive: $1.18 Million
Healthcare: $1.17 Million
Other: $517,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.83 Million 0.56% of portfolio
77,189
Q4 2024 Reduced 0.47%
$0
$443,000 0.13% of portfolio
22,000
Q1 2020 Reduced 24.14%

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $330 Million
  • Prior Value $336 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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