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CIK: 0002097384
Total reported value
$443.1M
$443.1M
76 檔
16.0%
During the Q1 2024 filing period, Peak Planning Group, LLC (CIK: 0002097384) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $443.1M across 76 reported positions.
In Q1 2024, Peak Planning Group, LLC displayed an active expansion posture, initiating 8 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.95% | -0.28% | +4.79% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 10.09% | -0.52% | -0.32% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.23% | -0.94% | +3.97% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.10% | +0.86% | +13.62% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 7.14% | -0.55% | +2.86% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.66% | -0.12% | +0.62% | |
| 7 | AMAT | Applied Materials Inc | Stock-Tech | 3.64% | +1.75% | +4.42% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.89% | +0.03% | +3.19% | |
| 9 | FPF | First Tr Interm Dur & Inc | Stock-Other | 2.44% | -0.30% | +8.57% | |
| 10 | RDVY | First Trust Rising Dividend | ETF-Other | 2.40% | +0.04% | +4.46% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.20% | -0.05% | +0.60% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.12% | -0.17% | +2.85% | |
| 13 | FVD | First Trust Value Line Dvd | ETF-Other | 2.08% | -0.04% | -3.15% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.91% | -0.15% | +23.23% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.82% | +0.03% | +5.10% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.78% | -0.11% | +6.92% | |
| 17 | KLAC | Kla CORP | Stock-Tech | 1.42% | +0.92% | — | |
| 18 | XEADX | Allspring Income Opport | Stock-Other | 1.31% | -0.45% | — | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.19% | -0.03% | -4.75% | |
| 20 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.19% | -0.06% | +0.04% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.16% | -0.23% | +1.67% | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 1.00% | -0.30% | -0.41% | |
| 23 | FXO | First Trust Financial Alphad | ETF-Other | 0.96% | -0.05% | +0.92% | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.96% | -0.02% | -7.92% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.89% | -0.01% | +2.49% | |
| 26 | ETN | Eaton Corporation plc | Stock-Industrials | 0.87% | -0.01% | +0.43% | |
| 27 | INTC | Intel CORP | Stock-Tech | 0.83% | +0.38% | -4.66% | |
| 28 | MMIN | Nyli Mackay Muni Insured ETF | ETF-Other | 0.76% | — | -0.66% | |
| 29 | XLE | Ss Energy Select Sector | ETF-Other | 0.75% | -0.02% | -28.03% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.75% | -0.03% | -2.05% | |
| 31 | AMD | Advanced Micro Devices | Stock-Tech | 0.72% | +0.33% | +15.63% | |
| 32 | PPH | Vaneck Pharmaceutical ETF | ETF-Other | 0.69% | -0.03% | +1.22% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | +0.02% | +0.84% | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.57% | -0.02% | -3.69% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.16% | +206.48% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.57% | -0.13% | +25.59% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | -0.01% | +4.20% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.56% | +0.06% | +44.86% | |
| 39 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.55% | -0.12% | +0.13% | |
| 40 | INDA | Ishares Msci India ETF | ETF-Other | 0.52% | -0.01% | -0.26% | |
| 41 | DVN | Devon Energy CORP | Stock-Energy | 0.46% | — | -23.64% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.46% | -0.01% | -0.20% | |
| 43 | QINT | American Century Qlty Diver | ETF-Other | 0.45% | -0.01% | -4.67% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | -0.02% | -13.11% | |
| 45 | WFC | Wells Fargo & Co | Stock-Financials | 0.43% | -0.02% | — | |
| 46 | MSI | Motorola Solutions Inc | Stock-Tech | 0.35% | -0.10% | +54.01% | |
| 47 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 0.34% | — | +0.56% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | +0.02% | +0.50% | |
| 49 | NXST | Nexstar Media Group Inc | Stock-Comm Services | 0.30% | -0.02% | -13.97% | |
| 50 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.29% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | +23.23% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +13.62% | Add |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +3.97% | Add |
| 4 | AMAT | Applied Materials Inc | +0.5% | +4.42% | Add |
| 5 | MPC | Marathon Petroleum CORP | +0.2% | +0.04% | Add |
| 6 | XLK | Ss Technology Select Sector | +0.2% | +44.86% | Add |
| 7 | AMZN | Amazon.com Inc | +0.1% | +0.62% | Add |
| 8 | AMD | Advanced Micro Devices | +0.1% | +15.63% | Add |
| 9 | MSI | Motorola Solutions Inc | +0.1% | +54.01% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +2.85% | Add |
| 11 | ETN | Eaton Corporation plc | +0.1% | +0.43% | Add |
| 12 | FPF | First Tr Interm Dur & Inc | +0.1% | +8.57% | Add |
| 13 | LLY | Eli Lilly & Co | +0.1% | +0.84% | Add |
| 14 | CVX | Chevron CORP | +0.1% | +25.59% | Add |
| 15 | KLAC | Kla CORP | +0.1% | — | Unchanged |
| 16 | MRK | Merck & Co. Inc. | +0.1% | +2.49% | Add |
| 17 | IVV | Ishares Core S&p 500 ETF | +0.1% | +4.79% | Add |
| 18 | XOM | Exxon Mobil CORP | 0% | +1.67% | Add |
| 19 | CB | Chubb Limited | 0% | +11.46% | Add |
| 20 | MSFT | Microsoft CORP | 0% | +2.86% | Add |
| 21 | WMT | Walmart Inc | 0% | +206.48% | Add |
| 22 | ABBV | Abbvie Inc | 0% | -0.20% | Trim |
| 23 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 24 | AVGO | Broadcom Inc | 0% | +0.50% | Add |
| 25 | RSP | Invesco S&p 500 Equal Weight | — | +6.92% | Add |
| 26 | PPH | Vaneck Pharmaceutical ETF | 0% | +1.22% | Add |
| 27 | RDVY | First Trust Rising Dividend | 0% | +4.46% | Add |
| 28 | GOOGL | Alphabet Inc-cl A | 0% | +5.10% | Add |
| 29 | FXO | First Trust Financial Alphad | 0% | +0.92% | Add |
| 30 | HD | Home Depot Inc | 0% | -2.05% | Trim |
| 31 | GLD | Spdr Gold Shares | -0.1% | -0.41% | Trim |
| 32 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -21.71% | Trim |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +0.60% | Add |
| 34 | APD | Air Products & Chemicals Inc | -0.1% | -15.36% | Trim |
| 35 | GOOG | Alphabet Inc-cl C | -0.1% | +3.19% | Add |
| 36 | DVN | Devon Energy CORP | -0.2% | -23.64% | Trim |
| 37 | XLE | Ss Energy Select Sector | -0.3% | -28.03% | Trim |
| 38 | INTC | Intel CORP | -0.3% | -4.66% | Trim |
| 39 | TSLA | Tesla Inc | -0.4% | -13.11% | Trim |
| 40 | AAPL | Apple Inc | -3% | -0.32% | Trim |
| 41 | XEADX | Allspring Income Opport | — | NEW | New buy |
| 42 | DKNG | Draftkings Inc-cl A | — | NEW | New buy |
| 43 | FTSM | First Trust Enh Short Mat Fd | — | EXIT | Sold out |
| 44 | MID | American Century Mid Cap Gro | — | NEW | New buy |
| 45 | DFSEUR | Discover Financial Services | — | NEW | New buy |
| 46 | FTXL | First Trust Nasdaq Semicondu | — | NEW | New buy |
| 47 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 48 | EPI | Wisdomtree India Earnings | — | NEW | New buy |
| 49 | FXH | First Trust Health Care Alph | — | EXIT | Sold out |
| 50 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Peak Planning Group, LLC reported a total U.S. public equity portfolio value of $443.1M across 76 disclosed positions in Q1 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 IVV, AAPL, BRK-B) accounted for 16.0% of total reported equity market value during Q1 2024.
Top New Position Initiated
XEADX
市值: $2.1M
Top Position Liquidated / Trimmed
FTSM
前期市值: $298.7K
During Q1 2024, Peak Planning Group, LLC's top holdings by market value included IVV (10.9%)、AAPL (10.1%)、BRK-B (8.2%). The largest single position, IVV, represented 10.9% of total portfolio value.
In Q1 2024, Peak Planning Group, LLC made 48 total portfolio adjustments, initiating 8 new buys, adding to 28 positions, trimming 10 holdings, and fully liquidating 2 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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