HoldingsChannel.com
Peak Financial Advisors LLC Top Holdings
As of  06/30/2022, below is a summary of the Peak Financial Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Peak Financial Advisors LLC. In the Peak Financial Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Peak Financial Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Peak Financial Advisors LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
ISHARES TR (ICSH) 284,360 +284,360 $14,229
     ICSH284,360+284,360$14,229
WORLD GOLD TR 240,451 -53,438 $8,627
     GLDM240,451-53,438$8,627
SPDR SER TR (SHM) 106,710 -268 $5,043
     SHM106,710-268$5,043
VANGUARD WORLD FD (MGV) 48,924 -873 $4,706
     MGV48,924-873$4,706
SELECT SECTOR SPDR TR (XLU) 55,232 -11,210 $3,873
     XLU55,232-11,210$3,873
SPDR SER TR (SPAB) 145,358 -57,698 $3,830
     SPAB145,358-57,698$3,830
AMAZON COM INC 31,094 +30,063 $3,302
     AMZN31,094+30,063$3,302
T MOBILE US INC 19,661 +10,041 $2,645
     TMUS19,661+10,041$2,645
ISHARES TR (SHY) 29,021 -380 $2,403
     SHY29,021-380$2,403
ALBEMARLE CORP 11,388 -268 $2,380
     ALB11,388-268$2,380
INVESCO ACTVELY MNGD ETC FD 130,847 +16,465 $2,360
     PDBC130,847+16,465$2,360
BECTON DICKINSON & CO 9,540 -178 $2,352
     BDX9,540-178$2,352
VANECK ETF TRUST (REMX) 23,079 -105 $2,003
     REMX23,079-105$2,003
HEALTHCARE RLTY TR 72,625 +58,566 $1,975
     HR72,625+58,566$1,975
CANADIAN NAT RES LTD 36,412 -32,899 $1,955
     CNQ36,412-32,899$1,955
ROCKWELL AUTOMATION INC 9,389 +45 $1,871
     ROK9,389+45$1,871
WILLIAMS COS INC 59,138 +59,138 $1,846
     WMB59,138+59,138$1,846
PILGRIMS PRIDE CORP 55,896 +11,231 $1,746
     PPC55,896+11,231$1,746
GLOBAL X FDS 90,197 +90,197 $1,674
     URA90,197+90,197$1,674
XCEL ENERGY INC 23,464 +23,464 $1,660
     XEL23,464+23,464$1,660
PACCAR INC 18,670 -241 $1,537
     PCAR18,670-241$1,537
PARAMOUNT GROUP INC 211,573 +211,573 $1,530
     PGRE211,573+211,573$1,530
KRANESHARES TR (KBA) 37,915 +37,915 $1,471
     KBA37,915+37,915$1,471
KRANESHARES TR (KWEB) 44,266 +44,266 $1,450
     KWEB44,266+44,266$1,450
THOR INDS INC 19,030 +470 $1,422
     THO19,030+470$1,422
HCA HEALTHCARE INC 8,200 +3,251 $1,378
     HCA8,200+3,251$1,378
ENCORE CAP GROUP INC 22,989 +1,335 $1,328
     ECPG22,989+1,335$1,328
PROLOGIS INC. 11,122 +2,399 $1,309
     PLD11,122+2,399$1,309
ISHARES TR (IGV) 4,764 +4,764 $1,284
     IGV4,764+4,764$1,284
CONSTELLATION BRANDS INC 5,312 -33 $1,238
     STZ5,312-33$1,238
ECOLAB INC 7,361 -63 $1,132
     ECL7,361-63$1,132
ACTIVISION BLIZZARD INC 13,752 -29 $1,071
     ATVI13,752-29$1,071
KEURIG DR PEPPER INC 28,002 -328 $991
     KDP28,002-328$991
EXPEDIA GROUP INC 9,397 -57 $891
     EXPE9,397-57$891
J P MORGAN EXCHANGE TRADED F (JEPI) 15,054 +5,746 $835
     JEPI15,054+5,746$835
APPLE INC 5,301 -334 $725
     AAPL5,301-334$725
ISHARES TR (ACWI) 8,272 -24 $694
     ACWI8,272-24$694
GENERAL MLS INC 7,870 +115 $594
     GIS7,870+115$594
VERIZON COMMUNICATIONS INC 11,106 +463 $564
     VZ11,106+463$564
BLACKSTONE INC 5,665 +223 $517
     BX5,665+223$517
COMPASS DIVERSIFIED 24,110 -398 $516
     CODI24,110-398$516
ANNALY CAPITAL MANAGEMENT IN 85,043 +20,348 $503
     NLY85,043+20,348$503
SSR MNG INC 27,220 UNCH $455
     SSRM27,220UNCH$455
MICROSOFT CORP 1,693 -46 $435
     MSFT1,693-46$435
ABBVIE INC 2,643 +163 $405
     ABBV2,643+163$405
BROADCOM INC 831 -67 $404
     AVGO831-67$404
ENBRIDGE INC 9,488 -2,635 $401
     ENB9,488-2,635$401
AT&T INC 18,902 +18,902 $396
     T18,902+18,902$396
ALTRIA GROUP INC 9,062 +1,319 $379
     MO9,062+1,319$379
VICI PPTYS INC 12,726 +12,726 $379
     VICI12,726+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

Peak Financial Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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