Peak Financial Advisors

Peak Financial Advisors as of June 30, 2021

Portfolio Holdings for Peak Financial Advisors

Peak Financial Advisors holds 71 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Kraneshares Tr Quadrtc Int Rt (IVOL) 7.8 $9.0M 328k 27.62
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 7.0 $8.1M 394k 20.60
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 6.6 $7.7M 164k 46.83
Invesco Activly Mangd Etc Optimum Yield (PDBC) 6.0 $7.0M 346k 20.09
Ssga Active Etf Tr Blackstone Senr (SRLN) 5.9 $6.9M 149k 46.29
Canadian Natural Resources (CNQ) 2.7 $3.1M 86k 36.28
Amazon (AMZN) 2.6 $3.0M 876.00 3440.64
Ishares Msci Taiwan Etf (EWT) 2.6 $3.0M 47k 63.95
World Gold Tr Spdr Gld Minis 2.6 $3.0M 169k 17.61
Ishares Msci Cda Etf (EWC) 2.5 $2.9M 77k 37.27
Marathon Petroleum Corp (MPC) 2.4 $2.8M 46k 60.41
AMN Healthcare Services (AMN) 2.3 $2.7M 27k 96.98
Advisorshares Tr Pure Us Cannabis (MSOS) 2.2 $2.5M 64k 40.00
Ark Etf Tr Autnmus Technlgy (ARKQ) 2.2 $2.5M 29k 86.21
Capital One Financial (COF) 2.1 $2.4M 16k 154.69
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.8 $2.1M 48k 44.32
Vanguard World Mega Grwth Ind (MGK) 1.8 $2.1M 9.1k 231.40
Gildan Activewear Inc Com Cad (GIL) 1.7 $2.0M 54k 36.92
Rockwell Automation (ROK) 1.7 $2.0M 6.9k 286.05
Thor Industries (THO) 1.6 $1.9M 17k 113.01
Vaneck Vectors Etf Tr Rare Earth Strat (REMX) 1.6 $1.8M 22k 84.94
Fiserv (FI) 1.6 $1.8M 17k 106.89
Sunopta (STKL) 1.5 $1.8M 147k 12.24
Eagle Materials (EXP) 1.5 $1.8M 13k 142.11
Encore Capital (ECPG) 1.5 $1.8M 37k 47.39
Ishares Msci Mexico Etf (EWW) 1.5 $1.7M 36k 48.00
Purecycle Technologies (PCT) 1.4 $1.7M 71k 23.64
Albemarle Corporation (ALB) 1.4 $1.6M 9.7k 168.46
Select Sector Spdr Tr Energy (XLE) 1.4 $1.6M 30k 53.85
Metropcs Communications (TMUS) 1.4 $1.6M 11k 144.84
Ark Etf Tr Genomic Rev Etf (ARKG) 1.3 $1.5M 16k 92.49
Designer Brands Cl A (DBI) 1.2 $1.3M 82k 16.55
Blade Air Mobility Cl A Com (BLDE) 1.2 $1.3M 128k 10.50
American Homes 4 Rent Cl A (AMH) 1.0 $1.2M 31k 38.86
Overstock (BYON) 1.0 $1.2M 13k 92.19
Snowflake Cl A (SNOW) 0.8 $973k 4.0k 241.74
Ishares Tr Msci Acwi Etf (ACWI) 0.7 $849k 8.4k 101.14
Vanguard Wellington Us Value Factr (VFVA) 0.7 $834k 8.4k 99.74
Apple (AAPL) 0.7 $772k 5.6k 136.98
Annaly Capital Management 0.6 $743k 84k 8.88
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.5 $611k 9.1k 67.17
Abbvie (ABBV) 0.5 $583k 5.2k 112.59
Ssr Mining (SSRM) 0.5 $580k 37k 15.58
Moelis & Co Cl A (MC) 0.5 $558k 9.8k 56.91
Public Storage (PSA) 0.5 $547k 1.8k 300.88
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.4 $514k 12k 41.60
Iron Mountain (IRM) 0.4 $510k 12k 42.30
Valero Energy Corporation (VLO) 0.4 $490k 6.3k 78.10
Omni (OMC) 0.4 $468k 5.8k 80.03
Ark Etf Tr Innovation Etf (ARKK) 0.4 $440k 3.4k 130.84
Broadcom (AVGO) 0.4 $429k 899.00 477.20
Tesla Motors (TSLA) 0.4 $412k 606.00 679.87
Interpublic Group of Companies (IPG) 0.3 $404k 12k 32.50
Compass Diversified Sh Ben Int (CODI) 0.3 $391k 15k 25.52
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $386k 1.4k 271.83
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $359k 6.6k 54.34
Ishares Msci Sweden Etf (EWD) 0.3 $330k 7.1k 46.38
Ishares Tr Msci Denmark Etf (EDEN) 0.3 $330k 3.1k 108.06
Ishares Msci Aust Etf (EWA) 0.3 $329k 13k 26.01
Ishares Msci Sth Afr Etf (EZA) 0.3 $323k 6.6k 48.92
Ishares Tr Msci Saudi Arbia (KSA) 0.3 $321k 8.1k 39.47
Enbridge (ENB) 0.3 $316k 7.9k 40.03
Citizens Financial (CFG) 0.3 $309k 6.7k 45.92
Ishares Msci Switzerland (EWL) 0.2 $273k 5.6k 48.72
Kinder Morgan (KMI) 0.2 $239k 13k 18.21
Thermo Fisher Scientific (TMO) 0.2 $226k 448.00 504.46
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $211k 4.8k 43.97
Invesco Exch Traded Fd Tr Ii Kbw Prem Yield (KBWY) 0.2 $208k 9.0k 23.07
JPMorgan Chase & Co. (JPM) 0.2 $208k 1.3k 155.57
Apollo Invt Corp Com New (MFIC) 0.1 $140k 10k 13.61
Oaktree Specialty Lending Corp 0.1 $133k 20k 6.71