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CIK: 0002097384
Total reported value
$443.1M
$443.1M
105 檔
19.1%
In Q2 2024, Peak Planning Group, LLC's U.S. equity holdings reached a combined market value of $443.1M, distributed across 105 disclosed stock positions.
In Q2 2024, Peak Planning Group, LLC displayed an active expansion posture, initiating 22 new positions and adding to 23 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 | 10.32% | -0.28% | +15.41% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 10.24% | -0.52% | +5.30% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.05% | +0.86% | +17.52% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.71% | -0.94% | +7.44% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 6.35% | -0.55% | +6.61% | |
| 6 | AMAT | Applied Materials Inc | Stock-Tech | 3.37% | +1.75% | +3.39% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.31% | -0.12% | +7.64% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.74% | -0.15% | +1232.84% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-Other | 2.23% | +0.04% | +21.67% | |
| 10 | FPF | First Tr Interm Dur & Inc | Stock-Other | 2.18% | -0.30% | +11.26% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.13% | -0.05% | +18.63% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.98% | +0.03% | -27.55% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.86% | -0.17% | +10.90% | |
| 14 | XEADX | Allspring Income Opport | Stock-Other | 1.85% | -0.45% | +80.26% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.76% | +0.03% | +2.17% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.56% | -0.11% | +14.82% | |
| 17 | FVD | First Trust Value Line Dvd | ETF-Other | 1.39% | -0.04% | -11.50% | |
| 18 | KLAC | Kla CORP | Stock-Tech | 1.31% | +0.92% | — | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.12% | -0.23% | +24.17% | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 0.90% | -0.30% | +10.61% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | -0.03% | +0.26% | |
| 22 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.88% | -0.06% | +8.95% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.81% | -0.01% | +23.39% | |
| 24 | ETN | Eaton Corporation plc | Stock-Industrials | 0.79% | -0.01% | +14.40% | |
| 25 | FTCS | First Trust Capital Strength | ETF-Other | 0.78% | -0.09% | +430.01% | |
| 26 | FXO | First Trust Financial Alphad | ETF-Other | 0.75% | -0.05% | +1.34% | |
| 27 | RJF | Raymond James Financial Inc | Stock-Financials | 0.70% | -0.06% | — | |
| 28 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.64% | -0.02% | -12.90% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.63% | -0.01% | +397.17% | |
| 30 | CGGR | Cap Group Growth Equity | ETF-Other | 0.63% | -0.01% | — | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.16% | +22.41% | |
| 32 | TOWN | Towne Bank | Stock-Other | 0.61% | -0.04% | — | |
| 33 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.60% | +0.14% | — | |
| 34 | MMIN | Nyli Mackay Muni Insured ETF | ETF-Other | 0.57% | — | -2.50% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.02% | +4.41% | |
| 36 | PPH | Vaneck Pharmaceutical ETF | ETF-Other | 0.55% | -0.03% | +1.21% | |
| 37 | XLE | Ss Energy Select Sector | ETF-Other | 0.55% | -0.02% | -4.02% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.54% | -0.13% | +22.12% | |
| 39 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.54% | -0.02% | +23.98% | |
| 40 | AMD | Advanced Micro Devices | Stock-Tech | 0.50% | +0.33% | -1.33% | |
| 41 | XLK | Ss Technology Select Sector | ETF-Tech | 0.50% | +0.06% | +4.92% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | +0.02% | +54.59% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.03% | -6.82% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.49% | -0.01% | — | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.47% | -0.02% | — | |
| 46 | INTC | Intel CORP | Stock-Tech | 0.45% | +0.38% | -2.39% | |
| 47 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.44% | -0.12% | -0.30% | |
| 48 | INDA | Ishares Msci India ETF | ETF-Other | 0.44% | -0.01% | +0.74% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | -0.01% | +1.28% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | -0.02% | +3.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.8% | +1232.84% | Add |
| 2 | FTCS | First Trust Capital Strength | +0.6% | +430.01% | Add |
| 3 | XEADX | Allspring Income Opport | +0.5% | +80.26% | Add |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.5% | +397.17% | Add |
| 5 | EPI | Wisdomtree India Earnings | +0.2% | +186.80% | Add |
| 6 | AVGO | Broadcom Inc | +0.2% | +54.59% | Add |
| 7 | AAPL | Apple Inc | +0.2% | +5.30% | Add |
| 8 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +99.80% | Add |
| 9 | CB | Chubb Limited | +0.1% | +75.70% | Add |
| 10 | WMT | Walmart Inc | 0% | +22.41% | Add |
| 11 | XOM | Exxon Mobil CORP | 0% | +24.17% | Add |
| 12 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +17.52% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | -0.1% | +2.17% | Add |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +18.63% | Add |
| 15 | KLAC | Kla CORP | -0.1% | — | Unchanged |
| 16 | RDVY | First Trust Rising Dividend | -0.2% | +21.67% | Add |
| 17 | RSP | Invesco S&p 500 Equal Weight | -0.2% | +14.82% | Add |
| 18 | FPF | First Tr Interm Dur & Inc | -0.3% | +11.26% | Add |
| 19 | JPM | Jpmorgan Chase & Co | -0.3% | +10.90% | Add |
| 20 | AMAT | Applied Materials Inc | -0.3% | +3.39% | Add |
| 21 | AMZN | Amazon.com Inc | -0.4% | +7.64% | Add |
| 22 | INTC | Intel CORP | -0.4% | -2.39% | Trim |
| 23 | IVV | Ishares Core S&p 500 ETF | -0.6% | +15.41% | Add |
| 24 | FVD | First Trust Value Line Dvd | -0.7% | -11.50% | Trim |
| 25 | MSFT | Microsoft CORP | -0.8% | +6.61% | Add |
| 26 | GOOG | Alphabet Inc-cl C | -0.9% | -27.55% | Trim |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | -1.5% | +7.44% | Add |
| 28 | RJF | Raymond James Financial Inc | — | NEW | New buy |
| 29 | CGGR | Cap Group Growth Equity | — | NEW | New buy |
| 30 | TOWN | Towne Bank | — | NEW | New buy |
| 31 | DIVO | Amplify Cwp Enhan Divid ETF | — | NEW | New buy |
| 32 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 33 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 34 | IUSG | Ishares Core S&p U.s. Growth | — | NEW | New buy |
| 35 | FXL | First Trust Technology Alpha | — | NEW | New buy |
| 36 | SDVY | First Trust Smid Cap Rising | — | NEW | New buy |
| 37 | BLDR | Builders Firstsource Inc | — | NEW | New buy |
| 38 | EMLP | First Trust North American E | — | NEW | New buy |
| 39 | MCK | Mckesson CORP | — | NEW | New buy |
| 40 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 41 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 42 | DKNG | Draftkings Inc-cl A | — | EXIT | Sold out |
| 43 | RY | Royal Bank Of Canada | — | NEW | New buy |
| 44 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | — | NEW | New buy |
| 45 | WELL | Welltower Inc | — | NEW | New buy |
| 46 | FV | First Trust Dw Focus 5 Fund | — | NEW | New buy |
| 47 | AVUV | Avantis US Small Cap Value | — | NEW | New buy |
| 48 | VIOO | Vanguard S&p Small-cap 600 E | — | NEW | New buy |
| 49 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 50 | PLTR | Palantir Technologies Inc-a | — | 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 105 disclosed positions in Q2 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, QQQ) accounted for 19.1% of total reported equity market value during Q2 2024.
Top New Position Initiated
RJF
市值: $1.4M
Top Position Liquidated / Trimmed
DKNG
前期市值: $458.3K
During Q2 2024, Peak Planning Group, LLC's top holdings by market value included IVV (10.3%)、AAPL (10.2%)、QQQ (8.1%). The largest single position, IVV, represented 10.3% of total portfolio value.
In Q2 2024, Peak Planning Group, LLC made 49 total portfolio adjustments, initiating 22 new buys, adding to 23 positions, trimming 3 holdings, and fully liquidating 1 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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