Peak Financial Advisors

Peak Financial Advisors as of March 31, 2023

Portfolio Holdings for Peak Financial Advisors

Peak Financial Advisors holds 63 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Bondbloxx Etf Trust Bloomberg One Yr (XONE) 18.9 $22M 448k 50.04
Simplify Exchange Traded Fun Managed Futures (CTA) 5.3 $6.3M 269k 23.42
Agf Invts Tr Us Market Netrl (BTAL) 4.9 $5.8M 283k 20.40
Wisdomtree Tr Blmbg Us Bull (USDU) 4.8 $5.6M 216k 26.07
World Gold Tr Spdr Gld Minis (GLDM) 4.3 $5.1M 131k 39.11
Vanguard World Mega Cap Val Etf (MGV) 4.2 $4.9M 49k 101.02
J P Morgan Exchange Traded F Equity Premium (JEPI) 4.1 $4.8M 89k 54.60
Proshares Tr Shrt Hgh Yield (SJB) 4.0 $4.7M 257k 18.36
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 3.6 $4.2M 57k 73.83
Spdr Ser Tr Hlth Cr Equip (XHE) 2.7 $3.2M 35k 93.61
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 2.5 $2.9M 95k 30.88
Apple (AAPL) 2.3 $2.7M 16k 164.90
Activision Blizzard 2.0 $2.4M 28k 85.59
Hca Holdings (HCA) 1.9 $2.2M 8.4k 263.68
Microsoft Corporation (MSFT) 1.8 $2.1M 7.3k 288.30
Xcel Energy (XEL) 1.8 $2.1M 31k 67.44
Lifestance Health Group (LFST) 1.7 $2.0M 273k 7.43
Perrigo SHS (PRGO) 1.7 $2.0M 55k 35.87
Canadian Natural Resources (CNQ) 1.6 $1.9M 35k 55.35
Ishares Tr Us Aer Def Etf (ITA) 1.6 $1.9M 16k 115.08
McDonald's Corporation (MCD) 1.6 $1.9M 6.7k 279.61
Williams Companies (WMB) 1.5 $1.8M 59k 29.86
Costco Wholesale Corporation (COST) 1.5 $1.8M 3.5k 496.87
Global X Fds Global X Uranium (URA) 1.5 $1.8M 88k 19.93
Rockwell Automation (ROK) 1.5 $1.7M 5.9k 293.45
Ishares Msci Emrg Chn (EMXC) 1.4 $1.6M 33k 49.33
Physicians Realty Trust 1.3 $1.6M 106k 14.93
Expedia Group Com New (EXPE) 1.3 $1.5M 15k 97.03
Amazon (AMZN) 1.3 $1.5M 14k 103.29
Albemarle Corporation (ALB) 1.2 $1.4M 6.4k 221.04
Nike CL B (NKE) 1.0 $1.2M 9.8k 122.64
Thor Industries (THO) 1.0 $1.2M 15k 79.64
Union Pacific Corporation (UNP) 1.0 $1.1M 5.6k 201.26
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.7 $836k 20k 42.21
Ishares Tr Msci Acwi Etf (ACWI) 0.4 $519k 5.7k 91.16
Ssr Mining (SSRM) 0.4 $499k 33k 15.12
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $454k 9.4k 48.15
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.3 $376k 2.9k 132.01
American Centy Etf Tr Diversified Mu (TAXF) 0.3 $376k 7.5k 50.35
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $348k 2.3k 152.26
At&t (T) 0.3 $321k 17k 19.25
Select Sector Spdr Tr Energy (XLE) 0.2 $288k 3.5k 82.83
Corporate Office Pptys Tr Sh Ben Int (CDP) 0.2 $281k 12k 23.71
Vici Pptys (VICI) 0.2 $272k 8.3k 32.62
Altria (MO) 0.2 $265k 5.9k 44.62
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $263k 1.1k 244.33
Getty Realty (GTY) 0.2 $262k 7.3k 36.03
Enbridge (ENB) 0.2 $262k 6.9k 38.15
Caretrust Reit (CTRE) 0.2 $258k 13k 19.58
Ishares Tr Broad Usd High (USHY) 0.2 $252k 7.1k 35.55
Select Sector Spdr Tr Technology (XLK) 0.2 $248k 1.6k 151.01
Moelis & Co Cl A (MC) 0.2 $245k 6.4k 38.44
Corning Incorporated (GLW) 0.2 $240k 6.8k 35.28
Broadcom (AVGO) 0.2 $239k 373.00 641.54
Thermo Fisher Scientific (TMO) 0.2 $236k 410.00 576.37
Gilead Sciences (GILD) 0.2 $235k 2.8k 82.97
National Retail Properties (NNN) 0.2 $230k 5.2k 44.15
Compass Diversified Sh Ben Int (CODI) 0.2 $230k 12k 19.08
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $224k 2.9k 76.23
Heico Corp Cl A (HEI.A) 0.2 $223k 1.6k 135.90
Illinois Tool Works (ITW) 0.2 $216k 886.00 243.45
Digital Realty Trust (DLR) 0.2 $209k 2.1k 98.31
Sono Tek (SOTK) 0.1 $75k 15k 5.14