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CIK: 0002097384
Total reported value
$443.1M
$443.1M
116 檔
23.5%
During the Q4 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 116 reported positions.
In Q4 2024, Peak Planning Group, LLC displayed an active expansion posture, initiating 10 new positions and adding to 50 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 | 11.37% | -0.28% | +7.49% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 10.11% | -0.52% | -1.85% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.53% | +0.86% | +7.90% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.29% | -0.94% | +7.86% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 5.10% | -0.55% | -0.15% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.28% | -0.12% | +1.96% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.96% | -0.15% | +4.54% | |
| 8 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.58% | — | +19.44% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-Other | 2.49% | +0.04% | +6.57% | |
| 10 | FPF | First Tr Interm Dur & Inc | Stock-Other | 2.26% | -0.30% | +3.19% | |
| 11 | XEADX | Allspring Income Opport | Stock-Other | 2.05% | -0.45% | +2.41% | |
| 12 | AMAT | Applied Materials Inc | Stock-Tech | 1.98% | +1.75% | -1.62% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.95% | +0.03% | +6.98% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.90% | -0.05% | -2.10% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.89% | -0.17% | +0.73% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.55% | +0.03% | +0.34% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.42% | -0.11% | +5.64% | |
| 18 | EVTR | Eaton Vance Total Return | ETF-Other | 1.03% | -0.17% | +5.73% | |
| 19 | KLAC | Kla CORP | Stock-Tech | 0.87% | +0.92% | +2.32% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.83% | -0.03% | -1.82% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 0.83% | -0.30% | -1.33% | |
| 22 | MID | American Century Mid Cap Gro | ETF-Other | 0.77% | -0.01% | +4.12% | |
| 23 | FXO | First Trust Financial Alphad | ETF-Other | 0.74% | -0.05% | +0.42% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.23% | -17.96% | |
| 25 | ETN | Eaton Corporation plc | Stock-Industrials | 0.70% | -0.01% | +0.65% | |
| 26 | FTCS | First Trust Capital Strength | ETF-Other | 0.67% | -0.09% | -1.25% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.66% | -0.16% | -7.11% | |
| 28 | TOWN | Towne Bank | Stock-Other | 0.63% | -0.04% | -1.87% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | +0.02% | +6.18% | |
| 30 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.62% | -0.03% | +3.34% | |
| 31 | RJF | Raymond James Financial Inc | Stock-Financials | 0.60% | -0.06% | -19.80% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.57% | -0.02% | +1.97% | |
| 33 | XLE | Ss Energy Select Sector | ETF-Other | 0.55% | -0.02% | +10.03% | |
| 34 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.55% | -0.06% | -8.94% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.55% | -0.01% | -3.05% | |
| 36 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.53% | +0.14% | -0.19% | |
| 37 | CGGR | Cap Group Growth Equity | ETF-Other | 0.51% | -0.01% | -5.94% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | -0.07% | +34.69% | |
| 39 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.50% | -0.27% | +36.85% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | -0.01% | -18.70% | |
| 41 | XLK | Ss Technology Select Sector | ETF-Tech | 0.43% | +0.06% | -1.47% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.43% | -0.02% | -0.27% | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.42% | -0.02% | -4.47% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.41% | -0.13% | -3.59% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.40% | -0.01% | -6.00% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | +0.02% | +0.16% | |
| 47 | FVD | First Trust Value Line Dvd | ETF-Other | 0.40% | -0.04% | -12.97% | |
| 48 | EPI | Wisdomtree India Earnings | ETF-Other | 0.38% | — | -0.06% | |
| 49 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.37% | -0.12% | +0.08% | |
| 50 | PPH | Vaneck Pharmaceutical ETF | ETF-Other | 0.36% | -0.03% | -14.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +0.7% | +7.90% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.5% | +7.49% | Add |
| 3 | AMZN | Amazon.com Inc | +0.4% | +1.96% | Add |
| 4 | PLTR | Palantir Technologies Inc-a | +0.3% | +36.85% | Add |
| 5 | NVDA | Nvidia CORP | +0.3% | +4.54% | Add |
| 6 | SDVY | First Trust Smid Cap Rising | +0.3% | +19.44% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | +6.98% | Add |
| 8 | GBIL | Goldman Sachs Access Treasur | +0.2% | +132.72% | Add |
| 9 | TSLA | Tesla Inc | +0.2% | +1.97% | Add |
| 10 | AVGO | Broadcom Inc | +0.2% | +6.18% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | +0.73% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.34% | Add |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | +34.69% | Add |
| 14 | CMRXEUR | Chimerix Inc | +0.1% | — | Unchanged |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +7.86% | Add |
| 16 | V | Visa Inc-class A Shares | +0.1% | -1.82% | Trim |
| 17 | KKR | Kkr & Co Inc | 0% | +31.13% | Add |
| 18 | RDVY | First Trust Rising Dividend | 0% | +6.57% | Add |
| 19 | SCHW | Schwab (charles) CORP | 0% | +0.08% | Add |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 0% | +8.65% | Add |
| 21 | AAPL | Apple Inc | 0% | -1.85% | Trim |
| 22 | GS | Goldman Sachs Group Inc | 0% | +1.74% | Add |
| 23 | DFSEUR | Discover Financial Services | 0% | — | Unchanged |
| 24 | FXO | First Trust Financial Alphad | 0% | +0.42% | Add |
| 25 | XLE | Ss Energy Select Sector | 0% | +10.03% | Add |
| 26 | IWF | Ishares Russell 1000 Growth | 0% | -0.27% | Trim |
| 27 | FXL | First Trust Technology Alpha | 0% | +1.14% | Add |
| 28 | MCK | Mckesson CORP | 0% | — | Unchanged |
| 29 | MS | Morgan Stanley | 0% | — | Unchanged |
| 30 | EMLP | First Trust North American E | 0% | +0.23% | Add |
| 31 | USHY | Ishares Broad Usd High Yield | 0% | +12.19% | Add |
| 32 | EPD | Enterprise Products Partners | — | +1.06% | Add |
| 33 | CSCO | Cisco Systems Inc | — | -0.29% | Trim |
| 34 | MSI | Motorola Solutions Inc | — | +0.12% | Add |
| 35 | ACN | Accenture plc | — | +4.61% | Add |
| 36 | COST | Costco Wholesale CORP | — | — | Unchanged |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | — | +0.37% | Add |
| 38 | WMT | Walmart Inc | 0% | -7.11% | Trim |
| 39 | AVUV | Avantis US Small Cap Value | 0% | +3.34% | Add |
| 40 | CHKP | Check Point Software Technologies Ltd. | 0% | — | Unchanged |
| 41 | XLK | Ss Technology Select Sector | 0% | -1.47% | Trim |
| 42 | NXST | Nexstar Media Group Inc | 0% | — | Unchanged |
| 43 | COP | Conocophillips | 0% | +0.92% | Add |
| 44 | DVY | Ishares Select Dividend ETF | 0% | +0.27% | Add |
| 45 | DON | Wisdomtree US Midcap Dividen | 0% | -4.31% | Trim |
| 46 | SPGI | S&p Global Inc | 0% | +1.44% | Add |
| 47 | IUSV | Ishares Core S&p U.s. Value | 0% | — | Unchanged |
| 48 | BDJ | Blackrock Enhanced Eqty Dvd | 0% | +1.74% | Add |
| 49 | WELL | Welltower Inc | 0% | +0.20% | Add |
| 50 | FV | First Trust Dw Focus 5 Fund | 0% | +0.03% | Add |
According to official SEC Form 13F filings, Peak Planning Group, LLC reported a total U.S. public equity portfolio value of $443.1M across 116 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 IVV, AAPL, QQQ) accounted for 23.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
AR
市值: $559.5K
Top Position Liquidated / Trimmed
UPS
前期市值: $220.5K
During Q4 2024, Peak Planning Group, LLC's top holdings by market value included IVV (11.4%)、AAPL (10.1%)、QQQ (9.5%). The largest single position, IVV, represented 11.4% of total portfolio value.
In Q4 2024, Peak Planning Group, LLC made 108 total portfolio adjustments, initiating 10 new buys, adding to 50 positions, trimming 46 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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