Peak Retirement Planning, Inc. New Holdings in Q4 2024

Peak Retirement Planning, Inc.

  • $148 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LAD
Lithia Motors Inc

Consumer Cyclical
2.44K
New
$303.15 - $394.27 $738K - $960K
2.44K $874M
CHTR
Charter Communications, Inc.

Communication Services
2.53K
New
$315.38 - $408.02 $796K - $1.03M
2.53K $870M
DHI
Horton D R Inc

Consumer Cyclical
6.26K
New
$137.24 - $194.56 $858K - $1.22M
6.26K $858M
CME
Cme Group Inc.

Financial Services
3.63K
New
$221.17 - $246.02 $803K - $894K
3.63K $843M
GILD
Gilead Sciences, Inc.

Healthcare
9.07K
New
$83.95 - $97.9 $761K - $888K
9.07K $837M
JNJ
Johnson & Johnson

Healthcare
5.75K
New
$143.34 - $165.86 $824K - $953K
5.75K $833M
DGX
Quest Diagnostics Inc

Healthcare
7.07K
New
N/A
7.07K $825M
EOG
Eog Resources Inc

Energy
6.66K
New
$118.22 - $136.54 $788K - $910K
6.66K $824M
VLO
Valero Energy Corp

Energy
6.7K
New
$118.59 - $144.02 $795K - $965K
6.7K $822M
MO
Altria Group, Inc.

Consumer Defensive
15.6K
New
$49.06 - $57.74 $767K - $903K
15.6K $818M
HSY
Hershey CO

Consumer Defensive
4.77K
New
$168.67 - $193.65 $805K - $924K
4.77K $807M
GIS
General Mills Inc

Consumer Defensive
12.5K
New
$62.78 - $74.62 $786K - $934K
12.5K $798M
PEP
Pepsico Inc

Consumer Defensive
5.25K
New
$151.29 - $176.1 $794K - $924K
5.25K $797M
CL
Colgate Palmolive CO

Consumer Defensive
8.72K
New
$90.22 - $102.31 $787K - $892K
8.72K $792M
CF
Cf Industries Holdings, Inc.

Basic Materials
9.26K
New
$81.39 - $94.14 $754K - $872K
9.26K $791M
KMB
Kimberly Clark Corp

Consumer Defensive
6.02K
New
$130.37 - $146.09 $785K - $880K
6.02K $788M
LMT
Lockheed Martin Corp

Industrials
1.61K
New
$479.66 - $614.62 $773K - $990K
1.61K $788M
SNA
Snap On Inc

Industrials
2.29K
New
$285.44 - $371.35 $655K - $852K
2.29K $782M
VZ
Verizon Communications Inc

Communication Services
19.3K
New
$39.6 - $45.21 $764K - $872K
19.3K $772M
TOL
Toll Brothers, Inc.

Consumer Cyclical
6.12K
New
$123.8 - $167.8 $758K - $1.03M
6.12K $771M
MDLZ
Mondelez International, Inc.

Consumer Defensive
12.9K
New
$59.25 - $72.99 $761K - $938K
12.9K $768M
CMCSA
Comcast Corp

Communication Services
20.2K
New
$37.39 - $45.14 $753K - $910K
20.2K $757M
VICI
Vici Properties Inc.

Real Estate
25.8K
New
$28.27 - $33.19 $730K - $858K
25.8K $755M
VO
Vanguard Mid Cap ETF

ETFs
2.32K
New
$261.5 - $284.63 $606K - $659K
2.32K $611M
AMZN
Amazon Com Inc

Consumer Cyclical
2.75K
New
$180.88 - $232.93 $498K - $641K
2.75K $604M
XOM
Exxon Mobil Corp

Energy
5.39K
New
$105.51 - $125.37 $569K - $676K
5.39K $580M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.5K
New
$49.79 - $51.14 $521K - $535K
10.5K $525M
MTG
Mgic Investment Corp

Financial Services
21.6K
New
$23.32 - $26.4 $504K - $570K
21.6K $512M
VIG
Vanguard Dividend Appreciation

ETFs
2.59K
New
N/A
2.59K $506M
VGT
Vanguard Information Technolog

ETFs
779
New
$571.78 - $647.97 $445K - $505K
779 $485M
IVV
Ishares Core S&P 500 ETF

ETFs
789
New
$570.51 - $610.59 $450K - $482K
789 $465M
VV
Vanguard Large Cap ETF

ETFs
1.54K
New
$260.27 - $280.65 $402K - $433K
1.54K $417M
Fidelity Covington Trust Fidelity Enhanced Large Cap Core
12.1K
New
N/A
12.1K $398M
LOW
Lowes Companies Inc

Consumer Cyclical
1.48K
New
$244.52 - $284.07 $362K - $420K
1.48K $365M
UNH
Unitedhealth Group Inc

Healthcare
693
New
$485.52 - $625.25 $336K - $433K
693 $351M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.43K
New
$91.94 - $100.02 $315K - $343K
3.43K $318M
IEFA
Ishares Tr

ETFs
4K
New
$70.06 - $77.43 $280K - $310K
4K $281M
ABBV
Abb Vie Inc.

Healthcare
1.54K
New
$164.99 - $203.87 $254K - $314K
1.54K $274M
NEE
Nextera Energy Inc

Utilities
3.34K
New
$69.77 - $85.43 $233K - $285K
3.34K $266M
UNP
Union Pacific Corp

Industrials
1.14K
New
$223.15 - $249.32 $253K - $283K
1.14K $259M
AEP
American Electric Power CO Inc

Utilities
2.77K
New
$90.91 - $102.21 $251K - $283K
2.77K $255M
HD
Home Depot, Inc.

Consumer Cyclical
637
New
$385.02 - $431.37 $245K - $275K
637 $248M
LLY
Eli Lilly & CO

Healthcare
288
New
$727.2 - $932.06 $209K - $268K
288 $223M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.47K
New
$48.33 - $49.08 $216K - $219K
4.47K $216M
ORCL
Oracle Corp

Technology
1.27K
New
$165.41 - $192.43 $210K - $244K
1.27K $211M
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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