All Stocks Held By Peak Financial Advisors LLC

As of 03/31/2024, we find all stocks held by Peak Financial Advisors LLC to be as follows, presented in the table below with each row detailing each Peak Financial Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Peak Financial Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Peak Financial Advisors LLC as of the latest filing.

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
SELECT SECTOR SPDR TR (XLC)	5,488	-10,409	$448
XLC	5,488	-10,409	$448
KINDER MORGAN INC DEL	24,255	+170	$445
KMI	24,255	+170	$445
ENBRIDGE INC	12,261	+100	$444
ENB	12,261	+100	$444
STAG INDL INC	11,092	+732	$426
STAG	11,092	+732	$426
VICI PPTYS INC	14,314	+1,110	$426
VICI	14,314	+1,110	$426
AMERICAN HEALTHCARE REIT INC	28,205	+28,205	$416
AHR	28,205	+28,205	$416
GILEAD SCIENCES INC	5,586	+425	$409
GILD	5,586	+425	$409
SPDR SER TR (KIE)	7,555	-143	$393
KIE	7,555	-143	$393
SABA CAPITAL INCOME & OPRNT	48,311	+4,386	$352
BRW	48,311	+4,386	$352
HEALTHCARE RLTY TR	24,707	+416	$350
HR	24,707	+416	$350
ONEMAIN HLDGS INC	6,651	+6,651	$340
OMF	6,651	+6,651	$340
ISHARES TR (IWF)	996	UNCH	$336
IWF	996	UNCH	$336
SPDR SER TR (SPHY)	13,749	+4,093	$323
SPHY	13,749	+4,093	$323
UNION PAC CORP	1,284	+366	$316
UNP	1,284	+366	$316
NVIDIA CORPORATION	344	+344	$311
NVDA	344	+344	$311
THERMO FISHER SCIENTIFIC INC	391	-19	$227
TMO	391	-19	$227
ILLINOIS TOOL WKS INC	789	-97	$212
ITW	789	-97	$212
SONO TEK CORP	14,521	+0	$71
SOTK	14,521	UNCH	$71
ABBVIE INC			$0 (exited)
ABBV	0	-16,460	$0
ISHARES TR			$0 (exited)
AGG	0	-4,653	$0
APPLIED MATLS INC			$0 (exited)
AMAT	0	-16,065	$0
COMCAST CORP NEW			$0 (exited)
CMCSA	0	-9,184	$0
CISCO SYS INC			$0 (exited)
CSCO	0	-48,626	$0
DEERE & CO			$0 (exited)
DE	0	-6,331	$0
FLEETCOR TECHNOLOGIES INC			$0 (exited)
FLT	0	-9,224	$0
FIDELITY NATIONAL FINANCIAL			$0 (exited)
FNF	0	-8,838	$0
HEICO CORP NEW			$0 (exited)
HEI.A	0	-1,637	$0
LOCKHEED MARTIN CORP			$0 (exited)
LMT	0	-5,176	$0
OLD DOMINION FREIGHT LINE IN			$0 (exited)
ODFL	0	-5,727	$0
ORACLE CORP			$0 (exited)
ORCL	0	-21,089	$0
INVESCO QQQ TR			$0 (exited)
QQQ	0	-679	$0
ROCKWELL AUTOMATION INC			$0 (exited)
ROK	0	-8,701	$0
SPDR SER TR			$0 (exited)
SPTL	0	-183,328	$0
SSR MINING IN			$0 (exited)
SSRM	0	-32,970	$0
SPDR SER TR			$0 (exited)
XHB	0	-27,723	$0
SELECT SECTOR SPDR TR			$0 (exited)
XLE	0	-35,499	$0
SELECT SECTOR SPDR TR			$0 (exited)
XLY	0	-3,917	$0
BONDBLOXX ETF TRUST			$0 (exited)
XTWO	0	-8,341	$0
ZOETIS INC	0	-14,067	$0 (exited)
ZTS	0	-14,067	$0

See Summary: Peak Financial Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Peak Financial Advisors LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
MTBA	+299,313	+$15,238
EMB	+68,509	+$6,143
CPAY	+10,109	+$3,119
SHW	+8,435	+$2,930
MCO	+7,362	+$2,893
UNH	+5,762	+$2,850
AMGN	+9,944	+$2,827
BR	+13,786	+$2,824
CAH	+25,027	+$2,801
SNPS	+4,880	+$2,789

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
SPTL	-183,328	-$5,320
XLE	-35,499	-$2,976
ZTS	-14,067	-$2,776
ROK	-8,701	-$2,701
XHB	-27,723	-$2,652
FLT	-9,224	-$2,607
AMAT	-16,065	-$2,604
ABBV	-16,460	-$2,551
DE	-6,331	-$2,532
CSCO	-48,626	-$2,457

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
SVOL	+78,976	+$1,758
CTA	+51,694	+$1,588
CPRI	+7,043	+$92
ILF	+5,525	+$110
BRW	+4,386	+$13
SPHY	+4,093	+$97
GOOGL	+2,762	+$615
AAPL	+2,301	+$24
VRSK	+2,159	+$479
MSFT	+1,587	+$958

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
HIGH	-250,341	-$6,181
TUA	-149,572	-$3,842
GLDM	-27,756	-$527
XLC	-10,409	-$707
MOAT	-4,472	-$105
SPLG	-3,326	-$129
ANET	-933	+$316
INDA	-763	+$299
PHM	-678	+$378

Peak Financial Advisors LLC Info

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

All Stocks Held By Peak Financial Advisors LLC | www.HoldingsChannel.com