Peak Retirement Planning, Inc. Portfolio Holdings

Peak Retirement Planning, Inc.

  • $148 Billion
  • Q4 2024

Peak Retirement Planning, Inc. has filed its 13F form on February 20, 2025 for Q4 2024 where it was disclosed a total value porftolio of $148 Billion distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $16.8B, Vanguard Index Fds S&P 500 ETF with a value of $6.85B, Invesco Qqq Trust, Series 1 with a value of $6.76B, Financial Sector Spdr with a value of $5.27B, and Consumer Staples Sector Spdr with a value of $4.95B.

Examining the 13F form we can see an increase of $148B in the current position value.

Peak Retirement Planning, Inc. is based out at Columbus, OH

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

Portfolio value $148 Billion
ETFs: $89.7 Billion
Technology: $15 Billion
Healthcare: $10.9 Billion
Consumer Cyclical: $7.67 Billion
Financial Services: $6.77 Billion
Consumer Defensive: $5.57 Billion
Communication Services: $4.75 Billion
Energy: $3.33 Billion
Other: $3.9 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $148 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 20, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 96 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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