HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (ICSH) |
284,360 | +284,360 | $14,229 |
| ICSH | 284,360 | +284,360 | $14,229 |
| WORLD GOLD TR |
240,451 | -53,438 | $8,627 |
| GLDM | 240,451 | -53,438 | $8,627 |
| SPDR SER TR (SHM) |
106,710 | -268 | $5,043 |
| SHM | 106,710 | -268 | $5,043 |
| VANGUARD WORLD FD (MGV) |
48,924 | -873 | $4,706 |
| MGV | 48,924 | -873 | $4,706 |
| SELECT SECTOR SPDR TR (XLU) |
55,232 | -11,210 | $3,873 |
| XLU | 55,232 | -11,210 | $3,873 |
| SPDR SER TR (SPAB) |
145,358 | -57,698 | $3,830 |
| SPAB | 145,358 | -57,698 | $3,830 |
| AMAZON COM INC |
31,094 | +30,063 | $3,302 |
| AMZN | 31,094 | +30,063 | $3,302 |
| T MOBILE US INC |
19,661 | +10,041 | $2,645 |
| TMUS | 19,661 | +10,041 | $2,645 |
| ISHARES TR (SHY) |
29,021 | -380 | $2,403 |
| SHY | 29,021 | -380 | $2,403 |
| ALBEMARLE CORP |
11,388 | -268 | $2,380 |
| ALB | 11,388 | -268 | $2,380 |
| INVESCO ACTVELY MNGD ETC FD |
130,847 | +16,465 | $2,360 |
| PDBC | 130,847 | +16,465 | $2,360 |
| BECTON DICKINSON & CO |
9,540 | -178 | $2,352 |
| BDX | 9,540 | -178 | $2,352 |
| VANECK ETF TRUST (REMX) |
23,079 | -105 | $2,003 |
| REMX | 23,079 | -105 | $2,003 |
| HEALTHCARE RLTY TR |
72,625 | +58,566 | $1,975 |
| HR | 72,625 | +58,566 | $1,975 |
| CANADIAN NAT RES LTD |
36,412 | -32,899 | $1,955 |
| CNQ | 36,412 | -32,899 | $1,955 |
| ROCKWELL AUTOMATION INC |
9,389 | +45 | $1,871 |
| ROK | 9,389 | +45 | $1,871 |
| WILLIAMS COS INC |
59,138 | +59,138 | $1,846 |
| WMB | 59,138 | +59,138 | $1,846 |
| PILGRIMS PRIDE CORP |
55,896 | +11,231 | $1,746 |
| PPC | 55,896 | +11,231 | $1,746 |
| GLOBAL X FDS |
90,197 | +90,197 | $1,674 |
| URA | 90,197 | +90,197 | $1,674 |
| XCEL ENERGY INC |
23,464 | +23,464 | $1,660 |
| XEL | 23,464 | +23,464 | $1,660 |
| PACCAR INC |
18,670 | -241 | $1,537 |
| PCAR | 18,670 | -241 | $1,537 |
| PARAMOUNT GROUP INC |
211,573 | +211,573 | $1,530 |
| PGRE | 211,573 | +211,573 | $1,530 |
| KRANESHARES TR (KBA) |
37,915 | +37,915 | $1,471 |
| KBA | 37,915 | +37,915 | $1,471 |
| KRANESHARES TR (KWEB) |
44,266 | +44,266 | $1,450 |
| KWEB | 44,266 | +44,266 | $1,450 |
| THOR INDS INC |
19,030 | +470 | $1,422 |
| THO | 19,030 | +470 | $1,422 |
| HCA HEALTHCARE INC |
8,200 | +3,251 | $1,378 |
| HCA | 8,200 | +3,251 | $1,378 |
| ENCORE CAP GROUP INC |
22,989 | +1,335 | $1,328 |
| ECPG | 22,989 | +1,335 | $1,328 |
| PROLOGIS INC. |
11,122 | +2,399 | $1,309 |
| PLD | 11,122 | +2,399 | $1,309 |
| ISHARES TR (IGV) |
4,764 | +4,764 | $1,284 |
| IGV | 4,764 | +4,764 | $1,284 |
| CONSTELLATION BRANDS INC |
5,312 | -33 | $1,238 |
| STZ | 5,312 | -33 | $1,238 |
| ECOLAB INC |
7,361 | -63 | $1,132 |
| ECL | 7,361 | -63 | $1,132 |
| ACTIVISION BLIZZARD INC |
13,752 | -29 | $1,071 |
| ATVI | 13,752 | -29 | $1,071 |
| KEURIG DR PEPPER INC |
28,002 | -328 | $991 |
| KDP | 28,002 | -328 | $991 |
| EXPEDIA GROUP INC |
9,397 | -57 | $891 |
| EXPE | 9,397 | -57 | $891 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
15,054 | +5,746 | $835 |
| JEPI | 15,054 | +5,746 | $835 |
| APPLE INC |
5,301 | -334 | $725 |
| AAPL | 5,301 | -334 | $725 |
| ISHARES TR (ACWI) |
8,272 | -24 | $694 |
| ACWI | 8,272 | -24 | $694 |
| GENERAL MLS INC |
7,870 | +115 | $594 |
| GIS | 7,870 | +115 | $594 |
| VERIZON COMMUNICATIONS INC |
11,106 | +463 | $564 |
| VZ | 11,106 | +463 | $564 |
| BLACKSTONE INC |
5,665 | +223 | $517 |
| BX | 5,665 | +223 | $517 |
| COMPASS DIVERSIFIED |
24,110 | -398 | $516 |
| CODI | 24,110 | -398 | $516 |
| ANNALY CAPITAL MANAGEMENT IN |
85,043 | +20,348 | $503 |
| NLY | 85,043 | +20,348 | $503 |
| SSR MNG INC |
27,220 | UNCH | $455 |
| SSRM | 27,220 | UNCH | $455 |
| MICROSOFT CORP |
1,693 | -46 | $435 |
| MSFT | 1,693 | -46 | $435 |
| ABBVIE INC |
2,643 | +163 | $405 |
| ABBV | 2,643 | +163 | $405 |
| BROADCOM INC |
831 | -67 | $404 |
| AVGO | 831 | -67 | $404 |
| ENBRIDGE INC |
9,488 | -2,635 | $401 |
| ENB | 9,488 | -2,635 | $401 |
| AT&T INC |
18,902 | +18,902 | $396 |
| T | 18,902 | +18,902 | $396 |
| ALTRIA GROUP INC |
9,062 | +1,319 | $379 |
| MO | 9,062 | +1,319 | $379 |
| VICI PPTYS INC |
12,726 | +12,726 | $379 |
| VICI | 12,726 | +12,726 | $379 |
See Full List: All Stocks Held By Peak Financial Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Peak Financial Advisors LLC
|
Size ($ in 1000's)
At 06/30/2022: $101,004 At 03/31/2022: $116,683 Peak Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Peak Financial Advisors LLC 13F filings. Link to 13F filings: SEC filings |
