Peak Retirement Planning, Inc. Purchases in Q4 2024

Peak Retirement Planning, Inc.

  • $148 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
167K
New
$100.16 - $100.7 $16.7M - $16.8M
167K $16.8B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12.7K
New
$521.84 - $558.82 $6.64M - $7.11M
12.7K $6.85B
QQQ
Invesco Qqq Trust, Series 1

ETFs
13.3K
New
$481.22 - $538.17 $6.4M - $7.16M
13.3K $6.76B
XLF
Financial Sector Spdr

ETFs
109K
New
$44.89 - $51.34 $4.89M - $5.59M
109K $5.27B
XLP
Consumer Staples Sector Spdr

ETFs
66.5K
New
N/A
66.5K $4.95B
XLC
Select Sector Spdr Tr Communic

ETFs
51.6K
New
$89.66 - $102.16 $4.63M - $5.27M
51.6K $4.9B
VNQ
Vanguard Specialized Funds Van

ETFs
53.1K
New
$87.85 - $98.6 $4.67M - $5.24M
53.1K $4.73B
XLRE
Select Sector Spdr Tr Real Est

ETFs
112K
New
$40.06 - $45.21 $4.48M - $5.06M
112K $4.58B
VB
Vanguard Small Cap ETF

ETFs
18.8K
New
$233.76 - $261.58 $4.4M - $4.93M
18.8K $4.53B
VUG
Vanguard Growth ETF

ETFs
9.69K
New
$378.79 - $428.11 $3.67M - $4.15M
9.69K $3.99B
VTV
Vanguard Value ETF

ETFs
17.9K
New
$168.32 - $181.87 $3.01M - $3.25M
17.9K $3.03B
VBK
Vanguard Small Cap Growth ETF

ETFs
10.7K
New
$264.18 - $304.19 $2.82M - $3.25M
10.7K $2.99B
VOT
Vanguard Mid Cap Growth Index

ETFs
10.8K
New
$241.48 - $274.89 $2.6M - $2.96M
10.8K $2.73B
VOE
Vanguard Mid Cap Value Index F

ETFs
16.3K
New
$160.89 - $176.18 $2.62M - $2.87M
16.3K $2.63B
AAPL
Apple Inc.

Technology
10.5K
New
$221.69 - $259.02 $2.32M - $2.71M
10.5K $2.62B
GLDM
World Gold Trust

ETFs
37.7K
New
$50.76 - $55.23 $1.91M - $2.08M
37.7K $1.99B
VTI
Vanguard Total Stock Market Et

ETFs
6.66K
New
$280.04 - $302.45 $1.86M - $2.01M
6.66K $1.93B
MSFT
Microsoft Corp

Technology
4.47K
New
$406.35 - $454.46 $1.81M - $2.03M
4.47K $1.89B
JPM
Jpmorgan Chase & CO

Financial Services
13.4K
New
$205.18 - $250.29 $2.76M - $3.36M
13.4K $1.86B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.65K
New
$442.29 - $483.08 $1.62M - $1.76M
3.65K $1.66B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
35.2K
New
$44.04 - $49.49 $1.55M - $1.74M
35.2K $1.55B
GOOGL
Alphabet Inc.

Communication Services
7.68K
New
$161.86 - $196.66 $1.24M - $1.51M
7.68K $1.45B
AVGO
Broadcom Inc.

Technology
6.12K
New
$159.67 - $250.0 $977K - $1.53M
6.12K $1.42B
NVDA
Nvidia Corp

Technology
9.67K
New
$117.0 - $148.88 $1.13M - $1.44M
9.67K $1.28B
VEA
Vanguard Ftse Developed Market

ETFs
25.6K
New
$47.57 - $52.44 $1.22M - $1.34M
25.6K $1.23B
COP
Conocophillips

Energy
11.2K
New
$95.12 - $114.72 $1.07M - $1.29M
11.2K $1.11B
TROW
Price T Rowe Group Inc

Financial Services
10.7K
New
$106.48 - $124.69 $1.14M - $1.34M
10.7K $1.08B
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
4.52K
New
$193.7 - $235.05 $876K - $1.06M
4.52K $1.04B
NBIX
Neurocrine Biosciences Inc

Healthcare
7.63K
New
$111.62 - $139.44 $852K - $1.06M
7.63K $1.03B
OPCH
Option Care Health, Inc.

Healthcare
40.1K
New
$21.74 - $31.64 $872K - $1.27M
40.1K $1.03B
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.75K
New
$174.22 - $187.62 $653K - $704K
3.75K $1.02B
WSM
Williams Sonoma Inc

Consumer Cyclical
5.45K
New
$129.13 - $198.21 $704K - $1.08M
5.45K $1.01B
JBL
Jabil Inc

Technology
6.8K
New
$118.97 - $147.77 $809K - $1M
6.8K $979M
APP
App Lovin Corp

Technology
2.98K
New
$130.67 - $401.5 $390K - $1.2M
2.98K $969M
ZM
Zoom Video Communications, Inc.

Technology
11.8K
New
$67.21 - $89.03 $791K - $1.05M
11.8K $961M
FLEX
Flex Ltd.

Technology
24.2K
New
$32.52 - $41.3 $788K - $1M
24.2K $959M
AVT
Avnet Inc

Technology
18.3K
New
$52.09 - $57.69 $953K - $1.05M
18.3K $957M
SKX
Skechers Usa Inc

Consumer Cyclical
14.2K
New
$59.24 - $72.0 $839K - $1.02M
14.2K $953M
AN
Autonation, Inc.

Consumer Cyclical
5.61K
New
$155.47 - $182.16 $872K - $1.02M
5.61K $952M
MPWR
Monolithic Power Systems Inc

Technology
1.6K
New
$560.06 - $942.58 $893K - $1.5M
1.6K $949M
PODD
Insulet Corp

Healthcare
4.07K
New
$227.79 - $275.7 $927K - $1.12M
4.07K $943M
PANW
Palo Alto Networks Inc

Technology
5.12K
New
$181.96 - $405.9 $931K - $2.08M
5.12K $930M
CSCO
Cisco Systems, Inc.

Technology
15.6K
New
$52.45 - $60.02 $817K - $935K
15.6K $923M
INCY
Incyte Corp

Healthcare
13.6K
New
$65.08 - $83.38 $888K - $1.14M
13.6K $921M
MCK
Mckesson Corp

Healthcare
1.67K
New
$482.27 - $628.5 $804K - $1.05M
1.67K $919M
LNTH
Lantheus Holdings, Inc.

Healthcare
10.2K
New
$76.22 - $116.71 $780K - $1.19M
10.2K $917M
FOXA
Fox Corp

Communication Services
18.8K
New
$41.35 - $49.99 $779K - $941K
18.8K $900M
MRK
Merck & Co., Inc.

Healthcare
8.56K
New
$96.31 - $114.76 $825K - $983K
8.56K $899M
MMSI
Merit Medical Systems Inc

Healthcare
9.05K
New
$93.76 - $105.52 $849K - $955K
9.05K $875M
Activity Summary
Buys All Purchases 96 New Holdings 96 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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