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CIK: 0002097384
Total reported value
$443.1M
$443.1M
108 檔
21.9%
The Q3 2024 SEC filing reveals that Peak Planning Group, LLC held a total portfolio value of $443.1M, covering 108 public equity positions.
Peak Planning Group, LLC executed strategic sector rebalancing during Q3 2024, establishing 7 new positions while fully exiting 4 holdings and trimming 47 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, QQQ) accounted for 21.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
EVTR
市值: $2.4M
Top Position Liquidated / Trimmed
DVN
前期市值: $694.2K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.91% | -0.28% | +12.45% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 10.09% | -0.52% | -0.14% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.87% | +0.86% | +21.28% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.22% | -0.94% | +6.62% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 5.49% | -0.55% | +0.69% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.87% | -0.12% | +0.79% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.69% | -0.15% | +12.66% | |
| 8 | AMAT | Applied Materials Inc | Stock-Tech | 2.63% | +1.75% | +2.12% | |
| 9 | FPF | First Tr Interm Dur & Inc | Stock-Other | 2.50% | -0.30% | +20.80% | |
| 10 | RDVY | First Trust Rising Dividend | ETF-Other | 2.46% | +0.04% | +14.47% | |
| 11 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.31% | — | +676.64% | |
| 12 | XEADX | Allspring Income Opport | Stock-Other | 2.18% | -0.45% | +22.72% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.00% | -0.05% | +0.01% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.74% | -0.17% | +0.33% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.68% | +0.03% | +4.45% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.44% | -0.11% | -4.68% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.43% | +0.03% | -0.13% | |
| 18 | KLAC | Kla CORP | Stock-Tech | 1.10% | +0.92% | — | |
| 19 | EVTR | Eaton Vance Total Return | ETF-Other | 1.06% | -0.17% | — | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.99% | -0.23% | -1.95% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 0.88% | -0.30% | -3.13% | |
| 22 | MID | American Century Mid Cap Gro | ETF-Other | 0.80% | -0.01% | +218.27% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | -0.03% | -6.54% | |
| 24 | FTCS | First Trust Capital Strength | ETF-Other | 0.74% | -0.09% | -0.54% | |
| 25 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.74% | -0.06% | +1.13% | |
| 26 | ETN | Eaton Corporation plc | Stock-Industrials | 0.74% | -0.01% | -0.82% | |
| 27 | FXO | First Trust Financial Alphad | ETF-Other | 0.73% | -0.05% | -0.06% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.16% | +2.13% | |
| 29 | TOWN | Towne Bank | Stock-Other | 0.66% | -0.04% | — | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.64% | -0.01% | -3.45% | |
| 31 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.63% | -0.03% | +280.76% | |
| 32 | RJF | Raymond James Financial Inc | Stock-Financials | 0.62% | -0.06% | +0.02% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.60% | -0.01% | -2.94% | |
| 34 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.57% | +0.14% | +0.76% | |
| 35 | XLE | Ss Energy Select Sector | ETF-Other | 0.54% | -0.02% | +15.56% | |
| 36 | CGGR | Cap Group Growth Equity | ETF-Other | 0.53% | -0.01% | -9.55% | |
| 37 | FVD | First Trust Value Line Dvd | ETF-Other | 0.50% | -0.04% | -63.89% | |
| 38 | PPH | Vaneck Pharmaceutical ETF | ETF-Other | 0.49% | -0.03% | -3.99% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.02% | -0.88% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.47% | +0.02% | +887.48% | |
| 41 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.46% | -0.02% | -26.36% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.45% | -0.13% | +0.16% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.45% | -0.01% | -2.55% | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.44% | +0.06% | -0.33% | |
| 45 | EPI | Wisdomtree India Earnings | ETF-Other | 0.44% | — | +45.94% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | -0.03% | -15.47% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.42% | -0.02% | -3.03% | |
| 48 | INDA | Ishares Msci India ETF | ETF-Other | 0.42% | -0.01% | +1.22% | |
| 49 | AMD | Advanced Micro Devices | Stock-Tech | 0.41% | +0.33% | -10.65% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | -0.07% | +67.07% |
According to official SEC Form 13F filings, Peak Planning Group, LLC reported a total U.S. public equity portfolio value of $443.1M across 108 disclosed positions in Q3 2024.
During Q3 2024, Peak Planning Group, LLC's top holdings by market value included IVV (10.9%)、AAPL (10.1%)、QQQ (8.9%). The largest single position, IVV, represented 10.9% of total portfolio value.
In Q3 2024, Peak Planning Group, LLC made 100 total portfolio adjustments, initiating 7 new buys, adding to 42 positions, trimming 47 holdings, and fully liquidating 4 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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