Peak Financial Advisors

Peak Financial Advisors as of March 31, 2024

Portfolio Holdings for Peak Financial Advisors

Peak Financial Advisors holds 68 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Simplify Exchange Traded Fun Mbs Etf (MTBA) 9.3 $15M 299k 50.91
World Gold Tr Spdr Gld Minis (GLDM) 5.2 $8.5M 194k 44.05
Simplify Exchange Traded Fun Volatility Prem (SVOL) 4.7 $7.8M 342k 22.66
Simplify Exchange Traded Fun Managed Futures (CTA) 4.1 $6.8M 273k 24.95
Simplify Exchange Traded Fun Short Term Trea (TUA) 3.9 $6.5M 296k 21.87
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 3.8 $6.3M 108k 58.55
Ishares Tr Msci India Etf (INDA) 3.8 $6.2M 121k 51.59
Ishares Tr Jpmorgan Usd Emg (EMB) 3.7 $6.1M 69k 89.67
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) 3.1 $5.0M 207k 24.40
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 3.0 $4.9M 55k 89.90
Apple (AAPL) 2.1 $3.4M 20k 171.48
Microsoft Corporation (MSFT) 2.1 $3.4M 8.1k 420.72
Amazon (AMZN) 1.9 $3.2M 18k 180.38
Corpay Com Shs 1.9 $3.1M 10k 308.54
Pulte (PHM) 1.9 $3.1M 26k 120.62
Alphabet Cap Stk Cl A (GOOGL) 1.9 $3.1M 21k 150.93
D.R. Horton (DHI) 1.9 $3.1M 19k 164.55
Canadian Natural Resources (CNQ) 1.9 $3.1M 40k 76.32
Sherwin-Williams Company (SHW) 1.8 $2.9M 8.4k 347.33
Northrop Grumman Corporation (NOC) 1.8 $2.9M 6.1k 478.66
Moody's Corporation (MCO) 1.8 $2.9M 7.4k 393.03
Arista Networks (ANET) 1.7 $2.9M 9.9k 289.98
Lam Research Corporation (LRCX) 1.7 $2.9M 2.9k 971.57
UnitedHealth (UNH) 1.7 $2.9M 5.8k 494.70
Eli Lilly & Co. (LLY) 1.7 $2.8M 3.7k 777.96
Amgen (AMGN) 1.7 $2.8M 9.9k 284.32
Broadridge Financial Solutions (BR) 1.7 $2.8M 14k 204.86
Cardinal Health (CAH) 1.7 $2.8M 25k 111.90
Synopsys (SNPS) 1.7 $2.8M 4.9k 571.50
Verisk Analytics (VRSK) 1.7 $2.8M 12k 235.73
NetApp (NTAP) 1.7 $2.7M 26k 104.97
CBOE Holdings (CBOE) 1.6 $2.7M 15k 183.73
Costco Wholesale Corporation (COST) 1.6 $2.7M 3.6k 732.63
Visa Com Cl A (V) 1.5 $2.5M 9.0k 279.08
Capri Holdings SHS (CPRI) 1.5 $2.4M 53k 45.30
Ishares Tr Latn Amer 40 Etf (ILF) 1.4 $2.3M 81k 28.44
Global X Fds Global X Uranium (URA) 1.2 $1.9M 67k 28.83
Ishares Tr Us Home Cons Etf (ITB) 0.5 $792k 6.8k 115.77
Select Sector Spdr Tr Technology (XLK) 0.5 $783k 3.8k 208.27
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.5 $745k 4.1k 182.69
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $726k 4.9k 147.73
Ishares Msci Emrg Chn (EMXC) 0.4 $630k 11k 57.57
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $629k 10k 61.53
Compass Diversified Sh Ben Int (CODI) 0.3 $573k 24k 24.07
Moelis & Co Cl A (MC) 0.3 $495k 8.7k 56.77
National Storage Affiliates Com Shs Ben In (NSA) 0.3 $483k 12k 39.16
American Tower Reit (AMT) 0.3 $479k 2.4k 197.59
National Retail Properties (NNN) 0.3 $479k 11k 42.74
At&t (T) 0.3 $464k 26k 17.60
Altria (MO) 0.3 $453k 10k 43.62
Select Sector Spdr Tr Communication (XLC) 0.3 $448k 5.5k 81.66
Kinder Morgan (KMI) 0.3 $445k 24k 18.34
Enbridge (ENB) 0.3 $444k 12k 36.18
Vici Pptys (VICI) 0.3 $426k 14k 29.79
Stag Industrial (STAG) 0.3 $426k 11k 38.44
American Healthcare Reit Com Shs (AHR) 0.3 $416k 28k 14.75
Gilead Sciences (GILD) 0.2 $409k 5.6k 73.25
Spdr Ser Tr S&p Ins Etf (KIE) 0.2 $393k 7.6k 52.07
Saba Capital Income & Oprnt Shs New (BRW) 0.2 $352k 48k 7.29
Healthcare Rlty Tr Cl A Com (HR) 0.2 $350k 25k 14.15
Onemain Holdings (OMF) 0.2 $340k 6.7k 51.09
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $336k 996.00 337.05
Spdr Ser Tr Portfli High Yld (SPHY) 0.2 $323k 14k 23.46
Union Pacific Corporation (UNP) 0.2 $316k 1.3k 245.93
NVIDIA Corporation (NVDA) 0.2 $311k 344.00 903.56
Thermo Fisher Scientific (TMO) 0.1 $227k 391.00 581.21
Illinois Tool Works (ITW) 0.1 $212k 789.00 268.33
Sono Tek (SOTK) 0.0 $71k 15k 4.89