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CIK: 0001843309
Total reported value
$241.5M
$241.5M
74 檔
26.4%
In Q4 2024, Peak Financial Advisors LLC's U.S. equity holdings reached a combined market value of $241.5M, distributed across 74 disclosed stock positions.
Peak Financial Advisors LLC executed strategic sector rebalancing during Q4 2024, establishing 15 new positions while fully exiting 13 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MTBA | Simplify Mbs ETF | ETF-Other | 9.34% | -7.38% | -8.39% | |
| 2 | BUCK | Simplify Treasury Option Inc | ETF-Gov Bonds | 6.70% | — | +2.87% | |
| 3 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 6.11% | -1.07% | -0.35% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.81% | +0.03% | +1540.97% | |
| 5 | SVOL | Simplify Volatility Premium | ETF-Other | 5.26% | — | +1.52% | |
| 6 | CTA | Simplify Managed Futures St | ETF-Other | 4.71% | -1.17% | +3.10% | |
| 7 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 4.24% | — | +42.12% | |
| 8 | INDA | Ishares Msci India ETF | ETF-Other | 3.39% | -0.22% | +1.22% | |
| 9 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 3.22% | -0.16% | -0.18% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.20% | +0.04% | +247.17% | |
| 11 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.07% | -0.03% | -0.52% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.91% | — | -0.89% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.89% | — | -0.25% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.87% | +0.35% | -2.15% | |
| 15 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 1.66% | +0.09% | NEW | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.66% | -0.12% | -1.42% | |
| 17 | AXP | American Express Co | Stock-Financials | 1.65% | -1.32% | EXIT | |
| 18 | ANET | Arista Networks Inc | Stock-Tech | 1.64% | — | — | |
| 19 | BRO | Brown & Brown Inc | Stock-Financials | 1.58% | — | — | |
| 20 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.58% | — | — | |
| 21 | TT | Trane Technologies plc | Stock-Industrials | 1.57% | — | — | |
| 22 | PHM | Pultegroup Inc | Stock-Consumer Disc | 1.56% | — | -0.90% | |
| 23 | RMD | Resmed Inc | Stock-Healthcare | 1.55% | — | — | |
| 24 | MMM | 3m Co | Stock-Industrials | 1.50% | — | — | |
| 25 | PM | Philip Morris International | Stock-Consumer Staples | 1.48% | — | — | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 1.46% | -0.40% | +0.51% | |
| 27 | NTAP | Netapp Inc | Stock-Tech | 1.45% | — | +0.73% | |
| 28 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.25% | — | — | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.25% | — | +1.55% | |
| 30 | CNQ | Canadian Natural Resources | Stock-Energy | 1.23% | -0.56% | -1.29% | |
| 31 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 1.22% | — | -52.25% | |
| 32 | URA | Global X Uranium ETF | ETF-Other | 0.91% | -0.10% | -0.10% | |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.84% | — | +0.64% | |
| 34 | XLE | Ss Energy Select Sector | ETF-Other | 0.82% | — | +4.48% | |
| 35 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.81% | — | — | |
| 36 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 0.69% | — | — | |
| 37 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.68% | — | — | |
| 38 | NVR | Nvr Inc | Stock-Consumer Disc | 0.64% | — | — | |
| 39 | GD | General Dynamics CORP | Stock-Industrials | 0.63% | — | -54.09% | |
| 40 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.58% | — | — | |
| 41 | AMAT | Applied Materials Inc | Stock-Tech | 0.56% | +0.15% | NEW | |
| 42 | MTD | Mettler-toledo International | Stock-Healthcare | 0.55% | — | -58.70% | |
| 43 | KLAC | Kla CORP | Stock-Tech | 0.53% | — | -58.69% | |
| 44 | FCTE | Smi 3fourteen Full-cycl Trnd | ETF-Other | 0.48% | — | +8.38% | |
| 45 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.45% | — | +0.17% | |
| 46 | XLF | Ss Financial Select Sector | ETF-Other | 0.42% | — | -0.41% | |
| 47 | AHR | American Healthcare Reit Inc | Stock-Real Estate | 0.37% | +0.01% | -6.74% | |
| 48 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.34% | -0.05% | -0.99% | |
| 49 | MC | Moelis & Co - Class A | Stock-Financials | 0.32% | +0.02% | -1.58% | |
| 50 | T | At&t Inc | Stock-Comm Services | 0.31% | -0.11% | +0.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +5.5% | +1540.97% | Add |
| 2 | MPWR | Monolithic Power Systems Inc | +1.7% | NEW | New buy |
| 3 | ANET | Arista Networks Inc | +1.6% | NEW | New buy |
| 4 | AAPL | Apple Inc | +1.6% | +247.17% | Add |
| 5 | BRO | Brown & Brown Inc | +1.6% | NEW | New buy |
| 6 | SGOV | Ishares 0-3 Month Treasury B | +1.6% | NEW | New buy |
| 7 | TT | Trane Technologies plc | +1.6% | NEW | New buy |
| 8 | RMD | Resmed Inc | +1.6% | NEW | New buy |
| 9 | MMM | 3m Co | +1.5% | NEW | New buy |
| 10 | PM | Philip Morris International | +1.5% | NEW | New buy |
| 11 | XMHQ | Invesco S&p Midcap Qual ETF | +1.3% | NEW | New buy |
| 12 | ANGL | Vaneck Fallen Angel High Yld | +1.2% | +42.12% | Add |
| 13 | LMT | Lockheed Martin CORP | +0.8% | NEW | New buy |
| 14 | XHB | Ss Spdr S&p Homebldrs ETF | +0.7% | NEW | New buy |
| 15 | CL | Colgate-palmolive Co | +0.7% | NEW | New buy |
| 16 | NVR | Nvr Inc | +0.6% | NEW | New buy |
| 17 | HCA | Hca Healthcare Inc | +0.6% | NEW | New buy |
| 18 | CTA | Simplify Managed Futures St | +0.5% | +3.10% | Add |
| 19 | NFLX | Netflix Inc | +0.3% | +0.51% | Add |
| 20 | AMZN | Amazon.com Inc | +0.3% | -2.15% | Trim |
| 21 | BUCK | Simplify Treasury Option Inc | +0.3% | +2.87% | Add |
| 22 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.25% | Trim |
| 23 | XLRE | Ss Real Estate Select Sector | +0.2% | NEW | New buy |
| 24 | AXP | American Express Co | +0.1% | -1.29% | Trim |
| 25 | CNQ | Canadian Natural Resources | -0.1% | -1.29% | Trim |
| 26 | TMO | Thermo Fisher Scientific Inc | -0.1% | EXIT | Sold out |
| 27 | EMB | Ishares Jp Morgan Usd Emergi | -0.1% | -0.18% | Trim |
| 28 | SVOL | Simplify Volatility Premium | -0.2% | +1.52% | Add |
| 29 | HR | Healthcare Realty Trust Inc | -0.2% | -61.00% | Trim |
| 30 | XLV | Ss Health Care Select Sector | -0.2% | EXIT | Sold out |
| 31 | INDA | Ishares Msci India ETF | -0.3% | +1.22% | Add |
| 32 | PHM | Pultegroup Inc | -0.5% | -0.90% | Trim |
| 33 | GD | General Dynamics CORP | -0.9% | -54.09% | Trim |
| 34 | KLAC | Kla CORP | -1% | -58.69% | Trim |
| 35 | MTD | Mettler-toledo International | -1.1% | -58.70% | Trim |
| 36 | AMAT | Applied Materials Inc | -1.1% | -57.81% | Trim |
| 37 | MTBA | Simplify Mbs ETF | -1.1% | -8.39% | Trim |
| 38 | MCK | Mckesson CORP | -1.3% | EXIT | Sold out |
| 39 | MLM | Martin Marietta Materials | -1.5% | EXIT | Sold out |
| 40 | BBJP | Jpmorgan Betabuilders Japan | -1.5% | -52.25% | Trim |
| 41 | LRCXEUR | Lam Research CORP | -1.5% | EXIT | Sold out |
| 42 | DPZ | Domino's Pizza Inc | -1.5% | EXIT | Sold out |
| 43 | MSFT | Microsoft CORP | -1.6% | -90.10% | Trim |
| 44 | DECK | Deckers Outdoor CORP | -1.6% | EXIT | Sold out |
| 45 | HPQ | Hp Inc | -1.6% | EXIT | Sold out |
| 46 | SNPS | Synopsys Inc | -1.6% | EXIT | Sold out |
| 47 | GWW | Ww Grainger Inc | -1.6% | EXIT | Sold out |
| 48 | ANETEUR | Arista Networks Inc | -1.7% | EXIT | Sold out |
| 49 | TSCO | Tractor Supply Company | -1.7% | EXIT | Sold out |
| 50 | HUBB | Hubbell Inc | -1.7% | EXIT | Sold out |
According to official SEC Form 13F filings, Peak Financial Advisors LLC reported a total U.S. public equity portfolio value of $241.5M across 74 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MTBA, BUCK, GLDM) accounted for 26.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
MPWR
市值: $3.2M
Top Position Liquidated / Trimmed
HUBB
前期市值: $3.4M
During Q4 2024, Peak Financial Advisors LLC's top holdings by market value included MTBA (9.3%)、BUCK (6.7%)、GLDM (6.1%). The largest single position, MTBA, represented 9.3% of total portfolio value.
In Q4 2024, Peak Financial Advisors LLC made 50 total portfolio adjustments, initiating 15 new buys, adding to 8 positions, trimming 14 holdings, and fully liquidating 13 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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