Peak Financial Advisors

Peak Financial Advisors as of June 30, 2022

Portfolio Holdings for Peak Financial Advisors

Peak Financial Advisors holds 65 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Blackrock Ultra (ICSH) 14.1 $14M 284k 50.04
World Gold Tr Spdr Gld Minis (GLDM) 8.5 $8.6M 241k 35.88
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 5.0 $5.0M 107k 47.26
Vanguard World Mega Cap Val Etf (MGV) 4.7 $4.7M 49k 96.19
Select Sector Spdr Tr Sbi Int-utils (XLU) 3.8 $3.9M 55k 70.12
Spdr Ser Tr Portfolio Agrgte (SPAB) 3.8 $3.8M 145k 26.35
Amazon (AMZN) 3.3 $3.3M 31k 106.19
Metropcs Communications (TMUS) 2.6 $2.6M 20k 134.53
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.4 $2.4M 29k 82.80
Albemarle Corporation (ALB) 2.4 $2.4M 11k 208.99
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 2.3 $2.4M 131k 18.04
Becton, Dickinson and (BDX) 2.3 $2.4M 9.5k 246.54
Vaneck Etf Trust Rare Earth/strtg (REMX) 2.0 $2.0M 23k 86.79
Healthcare Realty Trust Incorporated 2.0 $2.0M 73k 27.19
Canadian Natural Resources (CNQ) 1.9 $2.0M 36k 53.69
Rockwell Automation (ROK) 1.9 $1.9M 9.4k 199.28
Williams Companies (WMB) 1.8 $1.8M 59k 31.22
Pilgrim's Pride Corporation (PPC) 1.7 $1.7M 56k 31.24
Global X Fds Global X Uranium (URA) 1.7 $1.7M 90k 18.56
Xcel Energy (XEL) 1.6 $1.7M 24k 70.75
Paccar (PCAR) 1.5 $1.5M 19k 82.32
Paramount Group Inc reit (PGRE) 1.5 $1.5M 212k 7.23
Kraneshares Tr Bosera Msci Chin (KBA) 1.5 $1.5M 38k 38.80
Kraneshares Tr Csi Chi Internet (KWEB) 1.4 $1.4M 44k 32.76
Thor Industries (THO) 1.4 $1.4M 19k 74.72
Hca Holdings (HCA) 1.4 $1.4M 8.2k 168.05
Encore Capital (ECPG) 1.3 $1.3M 23k 57.77
Prologis (PLD) 1.3 $1.3M 11k 117.69
Ishares Tr Expanded Tech (IGV) 1.3 $1.3M 4.8k 269.52
Constellation Brands Cl A (STZ) 1.2 $1.2M 5.3k 233.06
Ecolab (ECL) 1.1 $1.1M 7.4k 153.78
Activision Blizzard 1.1 $1.1M 14k 77.88
Keurig Dr Pepper (KDP) 1.0 $991k 28k 35.39
Expedia Group Com New (EXPE) 0.9 $891k 9.4k 94.82
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.8 $835k 15k 55.47
Apple (AAPL) 0.7 $725k 5.3k 136.77
Ishares Tr Msci Acwi Etf (ACWI) 0.7 $694k 8.3k 83.90
General Mills (GIS) 0.6 $594k 7.9k 75.48
Verizon Communications (VZ) 0.6 $564k 11k 50.78
Blackstone Group Inc Com Cl A (BX) 0.5 $517k 5.7k 91.26
Compass Diversified Sh Ben Int (CODI) 0.5 $516k 24k 21.40
Annaly Capital Management 0.5 $503k 85k 5.91
Ssr Mining (SSRM) 0.5 $455k 27k 16.72
Microsoft Corporation (MSFT) 0.4 $435k 1.7k 256.94
Abbvie (ABBV) 0.4 $405k 2.6k 153.24
Broadcom (AVGO) 0.4 $404k 831.00 486.16
Enbridge (ENB) 0.4 $401k 9.5k 42.26
At&t (T) 0.4 $396k 19k 20.95
Altria (MO) 0.4 $379k 9.1k 41.82
Vici Pptys (VICI) 0.4 $379k 13k 29.78
Corporate Office Pptys Tr Sh Ben Int (CDP) 0.3 $353k 14k 26.22
Suncor Energy (SU) 0.3 $347k 9.9k 35.06
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.3 $340k 10k 32.67
Valero Energy Corporation (VLO) 0.3 $336k 3.2k 106.36
Gilead Sciences (GILD) 0.3 $329k 5.3k 61.85
Merck & Co (MRK) 0.3 $325k 3.6k 91.06
Moelis & Co Cl A (MC) 0.3 $321k 8.2k 39.35
Lyondellbasell Industries N Shs - A - (LYB) 0.3 $319k 3.6k 87.49
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $310k 5.6k 55.79
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $280k 6.3k 44.36
Simplify Exchange Traded Fun Health Care Etf (PINK) 0.3 $272k 11k 24.58
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $248k 1.1k 218.50
Thermo Fisher Scientific (TMO) 0.2 $223k 410.00 543.90
Pfizer (PFE) 0.2 $210k 4.0k 52.55
Sono Tek (SOTK) 0.1 $77k 11k 7.32