Peak Financial Advisors

Peak Financial Advisors as of Sept. 30, 2021

Portfolio Holdings for Peak Financial Advisors

Peak Financial Advisors holds 68 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Tips Etf (SCHP) 8.7 $9.9M 158k 62.58
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 8.0 $9.2M 446k 20.54
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 6.7 $7.7M 169k 45.29
Invesco Activly Mangd Etc Optimum Yield (PDBC) 6.6 $7.5M 358k 21.05
Ssga Active Etf Tr Blackstone Senr (SRLN) 6.1 $6.9M 150k 46.02
Vanguard World Mega Grwth Ind (MGK) 3.6 $4.1M 18k 234.80
Canadian Natural Resources (CNQ) 2.9 $3.3M 91k 36.54
Iron Mountain (IRM) 2.9 $3.3M 75k 43.45
AMN Healthcare Services (AMN) 2.8 $3.2M 28k 114.76
Ishares Msci Cda Etf (EWC) 2.7 $3.1M 85k 36.30
Ishares Msci Taiwan Etf (EWT) 2.6 $2.9M 47k 62.01
Amazon (AMZN) 2.6 $2.9M 887.00 3285.23
Capital One Financial (COF) 2.3 $2.6M 16k 161.94
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.3 $2.6M 20k 127.31
Rockwell Automation (ROK) 2.1 $2.4M 8.2k 294.10
Ark Etf Tr Autnmus Technlgy (ARKQ) 2.0 $2.3M 30k 78.06
Vaneck Etf Trust Rare Earth/strtg (REMX) 1.9 $2.1M 21k 103.20
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.9 $2.1M 48k 44.46
Thor Industries (THO) 1.8 $2.1M 17k 122.77
Gildan Activewear Inc Com Cad (GIL) 1.8 $2.1M 57k 36.51
Albemarle Corporation (ALB) 1.8 $2.0M 9.1k 218.95
Encore Capital (ECPG) 1.7 $2.0M 40k 49.27
Fiserv (FI) 1.6 $1.9M 17k 108.52
Ishares Msci Mexico Etf (EWW) 1.6 $1.8M 38k 48.26
Quest Diagnostics Incorporated (DGX) 1.6 $1.8M 13k 145.31
American Homes 4 Rent Cl A (AMH) 1.5 $1.7M 45k 38.12
Advisorshares Tr Pure Us Cannabis (MSOS) 1.4 $1.6M 51k 31.55
Ark Etf Tr Genomic Rev Etf (ARKG) 1.1 $1.3M 17k 74.73
Snowflake Cl A (SNOW) 1.1 $1.2M 4.1k 302.31
Overstock (BYON) 1.0 $1.1M 15k 77.94
Ishares Tr Msci Acwi Etf (ACWI) 0.7 $839k 8.4k 99.98
Apple (AAPL) 0.7 $803k 5.7k 141.42
Moelis & Co Cl A (MC) 0.6 $637k 10k 61.87
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.5 $613k 9.2k 66.83
Public Storage (PSA) 0.5 $594k 2.0k 297.00
Ssr Mining (SSRM) 0.5 $542k 37k 14.56
Compass Diversified Sh Ben Int (CODI) 0.5 $537k 19k 28.18
Purecycle Technologies (PCT) 0.4 $495k 37k 13.28
Pfizer (PFE) 0.4 $482k 11k 42.97
Tesla Motors (TSLA) 0.4 $470k 606.00 775.58
Broadcom (AVGO) 0.4 $468k 966.00 484.47
Annaly Capital Management 0.4 $459k 55k 8.43
Interpublic Group of Companies (IPG) 0.4 $456k 12k 36.69
Citizens Financial (CFG) 0.4 $441k 9.4k 46.93
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.4 $418k 10k 41.55
Blade Air Mobility Cl A Com (BLDE) 0.4 $418k 40k 10.41
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $400k 1.5k 273.79
Altria (MO) 0.4 $400k 8.8k 45.47
Buckle (BKE) 0.3 $391k 9.9k 39.61
Sunopta (STKL) 0.3 $379k 42k 8.94
Equity Residential Sh Ben Int (EQR) 0.3 $377k 4.7k 80.94
Enbridge (ENB) 0.3 $351k 8.8k 39.80
Ishares Msci Switzerland (EWL) 0.3 $350k 7.5k 46.64
Ishares Tr Msci Saudi Arbia (KSA) 0.3 $340k 8.1k 41.81
Valero Energy Corporation (VLO) 0.3 $321k 4.6k 70.49
Ark Etf Tr Innovation Etf (ARKK) 0.3 $316k 2.9k 110.61
Ishares Msci Israel Etf (EIS) 0.3 $308k 4.3k 71.53
Invesco Exch Traded Fd Tr Ii Kbw Prem Yield (KBWY) 0.2 $281k 12k 23.11
Ishares Tr Msci Denmark Etf (EDEN) 0.2 $278k 2.6k 107.25
Ishares Msci Sweden Etf (EWD) 0.2 $275k 6.1k 44.89
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $261k 5.2k 50.54
Thermo Fisher Scientific (TMO) 0.2 $256k 448.00 571.43
Corporate Office Pptys Tr Sh Ben Int (CDP) 0.2 $240k 8.9k 27.03
Ishares Msci Austria Etf (EWO) 0.2 $234k 9.4k 24.83
Microsoft Corporation (MSFT) 0.2 $221k 785.00 281.53
Oaktree Specialty Lending Corp 0.1 $140k 20k 7.06
Apollo Invt Corp Com New (MFIC) 0.1 $134k 10k 12.99
Sono Tek (SOTK) 0.1 $82k 20k 4.08