HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SIMPLIFY EXCHANGE TRADED FUN (MTBA) |
299,313 | +299,313 | $15,238 |
| MTBA | 299,313 | +299,313 | $15,238 |
| WORLD GOLD TR |
193,711 | -27,756 | $8,533 |
| GLDM | 193,711 | -27,756 | $8,533 |
| SIMPLIFY EXCHANGE TRADED FUN (SVOL) |
342,155 | +78,976 | $7,753 |
| SVOL | 342,155 | +78,976 | $7,753 |
| SIMPLIFY EXCHANGE TRADED FUN (CTA) |
272,639 | +51,694 | $6,802 |
| CTA | 272,639 | +51,694 | $6,802 |
| SIMPLIFY EXCHANGE TRADED FUN (TUA) |
296,043 | -149,572 | $6,474 |
| TUA | 296,043 | -149,572 | $6,474 |
| J P MORGAN EXCHANGE TRADED F (BBJP) |
107,917 | +1,117 | $6,319 |
| BBJP | 107,917 | +1,117 | $6,319 |
| ISHARES TR (INDA) |
120,985 | -763 | $6,242 |
| INDA | 120,985 | -763 | $6,242 |
| ISHARES TR (EMB) |
68,509 | +68,509 | $6,143 |
| EMB | 68,509 | +68,509 | $6,143 |
| SIMPLIFY EXCHANGE TRADED FUN (HIGH) |
206,753 | -250,341 | $5,045 |
| HIGH | 206,753 | -250,341 | $5,045 |
| VANECK ETF TRUST (MOAT) |
54,640 | -4,472 | $4,912 |
| MOAT | 54,640 | -4,472 | $4,912 |
| APPLE INC |
19,900 | +2,301 | $3,412 |
| AAPL | 19,900 | +2,301 | $3,412 |
| MICROSOFT CORP |
8,101 | +1,587 | $3,408 |
| MSFT | 8,101 | +1,587 | $3,408 |
| AMAZON COM INC |
17,480 | -104 | $3,153 |
| AMZN | 17,480 | -104 | $3,153 |
| CORPAY INC |
10,109 | +10,109 | $3,119 |
| CPAY | 10,109 | +10,109 | $3,119 |
| PULTE GROUP INC |
25,705 | -678 | $3,101 |
| PHM | 25,705 | -678 | $3,101 |
| ALPHABET INC |
20,462 | +2,762 | $3,088 |
| GOOGL | 20,462 | +2,762 | $3,088 |
| D R HORTON INC |
18,728 | +542 | $3,082 |
| DHI | 18,728 | +542 | $3,082 |
| CANADIAN NAT RES LTD |
40,245 | +1,373 | $3,071 |
| CNQ | 40,245 | +1,373 | $3,071 |
| SHERWIN WILLIAMS CO |
8,435 | +8,435 | $2,930 |
| SHW | 8,435 | +8,435 | $2,930 |
| NORTHROP GRUMMAN CORP |
6,103 | +1,242 | $2,921 |
| NOC | 6,103 | +1,242 | $2,921 |
| MOODYS CORP |
7,362 | +7,362 | $2,893 |
| MCO | 7,362 | +7,362 | $2,893 |
| ARISTA NETWORKS INC |
9,850 | -933 | $2,856 |
| ANET | 9,850 | -933 | $2,856 |
| LAM RESEARCH CORP |
2,938 | -331 | $2,854 |
| LRCX | 2,938 | -331 | $2,854 |
| UNITEDHEALTH GROUP INC |
5,762 | +5,762 | $2,850 |
| UNH | 5,762 | +5,762 | $2,850 |
| ELI LILLY & CO |
3,650 | -354 | $2,840 |
| LLY | 3,650 | -354 | $2,840 |
| AMGEN INC |
9,944 | +9,944 | $2,827 |
| AMGN | 9,944 | +9,944 | $2,827 |
| BROADRIDGE FINL SOLUTIONS IN |
13,786 | +13,786 | $2,824 |
| BR | 13,786 | +13,786 | $2,824 |
| CARDINAL HEALTH INC |
25,027 | +25,027 | $2,801 |
| CAH | 25,027 | +25,027 | $2,801 |
| SYNOPSYS INC |
4,880 | +4,880 | $2,789 |
| SNPS | 4,880 | +4,880 | $2,789 |
| VERISK ANALYTICS INC |
11,666 | +2,159 | $2,750 |
| VRSK | 11,666 | +2,159 | $2,750 |
| NETAPP INC |
25,919 | +25,919 | $2,721 |
| NTAP | 25,919 | +25,919 | $2,721 |
| CBOE GLOBAL MKTS INC |
14,699 | +14,699 | $2,701 |
| CBOE | 14,699 | +14,699 | $2,701 |
| COSTCO WHSL CORP NEW |
3,636 | -476 | $2,664 |
| COST | 3,636 | -476 | $2,664 |
| VISA INC |
8,975 | +8,975 | $2,505 |
| V | 8,975 | +8,975 | $2,505 |
| CAPRI HOLDINGS LIMITED |
53,012 | +7,043 | $2,401 |
| CPRI | 53,012 | +7,043 | $2,401 |
| ISHARES TR (ILF) |
81,183 | +5,525 | $2,309 |
| ILF | 81,183 | +5,525 | $2,309 |
| GLOBAL X FDS |
67,063 | +886 | $1,933 |
| URA | 67,063 | +886 | $1,933 |
| ISHARES TR (ITB) |
6,845 | +6,845 | $792 |
| ITB | 6,845 | +6,845 | $792 |
| SELECT SECTOR SPDR TR (XLK) |
3,758 | -175 | $783 |
| XLK | 3,758 | -175 | $783 |
| INVESCO EXCH TRADED FD TR II (QQQM) |
4,075 | +95 | $744 |
| QQQM | 4,075 | +95 | $744 |
| SELECT SECTOR SPDR TR (XLV) |
4,915 | +4,915 | $726 |
| XLV | 4,915 | +4,915 | $726 |
| ISHARES INC (EMXC) |
10,943 | -68 | $630 |
| EMXC | 10,943 | -68 | $630 |
| SPDR SER TR (SPLG) |
10,228 | -3,326 | $629 |
| SPLG | 10,228 | -3,326 | $629 |
| COMPASS DIVERSIFIED |
23,811 | +112 | $573 |
| CODI | 23,811 | +112 | $573 |
| MOELIS & CO |
8,715 | +245 | $495 |
| MC | 8,715 | +245 | $495 |
| NATIONAL STORAGE AFFILIATES |
12,328 | +210 | $483 |
| NSA | 12,328 | +210 | $483 |
| AMERICAN TOWER CORP NEW |
2,424 | +34 | $479 |
| AMT | 2,424 | +34 | $479 |
| NNN REIT INC |
11,206 | +28 | $479 |
| NNN | 11,206 | +28 | $479 |
| AT&T INC |
26,369 | -87 | $464 |
| T | 26,369 | -87 | $464 |
| ALTRIA GROUP INC |
10,390 | +32 | $453 |
| MO | 10,390 | +32 | $453 |
See Full List: All Stocks Held By Peak Financial Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Peak Financial Advisors LLC
|
Size ($ in 1000's)
At 03/31/2024: $164,239 At 12/31/2023: $149,609 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 |
