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View AllLatest PEAK FINANCIAL ADVISORS LLC Stock Portfolio
$164Million
Equity Portfolio Value
Last Reported on: 12 Apr, 2024
About PEAK FINANCIAL ADVISORS LLC and it’s 13F Hedge Fund Stock Holdings
PEAK FINANCIAL ADVISORS LLC is a hedge fund based in Denver, CO. On 11-Aug-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $215.8 Millions. In it's latest 13F Holdings report, PEAK FINANCIAL ADVISORS LLC reported an equity portfolio of $149.6 Millions as of 31 Dec, 2023.
The top stock holdings of PEAK FINANCIAL ADVISORS LLC are AGGH, AGGH, GLDM. The fund has invested 7.5% of it's portfolio in SIMPLIFY EXCHANGE TRADED FUN and 6.9% of portfolio in SIMPLIFY EXCHANGE TRADED FUN.
The fund managers got completely rid off LIFESTANCE HEALTH GROUP INC (LFST), PHYSICIANS RLTY TR (DOC) and SELECT SECTOR SPDR TR (XLB) stocks. They significantly reduced their stock positions in ILLINOIS TOOL WKS INC (ITW), SELECT SECTOR SPDR TR (XLB) and GLOBAL X FDS (AGNG). PEAK FINANCIAL ADVISORS LLC opened new stock positions in ZOETIS INC (ZTS), D R HORTON INC (DHI) and PULTE GROUP INC (PHM). The fund showed a lot of confidence in some stocks as they added substantially to MICROSOFT CORP (MSFT), SELECT SECTOR SPDR TR (XLB) and SPDR SER TR (BIL).
The top stock holdings of PEAK FINANCIAL ADVISORS LLC are AGGH, AGGH, GLDM. The fund has invested 7.5% of it's portfolio in SIMPLIFY EXCHANGE TRADED FUN and 6.9% of portfolio in SIMPLIFY EXCHANGE TRADED FUN.
The fund managers got completely rid off LIFESTANCE HEALTH GROUP INC (LFST), PHYSICIANS RLTY TR (DOC) and SELECT SECTOR SPDR TR (XLB) stocks. They significantly reduced their stock positions in ILLINOIS TOOL WKS INC (ITW), SELECT SECTOR SPDR TR (XLB) and GLOBAL X FDS (AGNG). PEAK FINANCIAL ADVISORS LLC opened new stock positions in ZOETIS INC (ZTS), D R HORTON INC (DHI) and PULTE GROUP INC (PHM). The fund showed a lot of confidence in some stocks as they added substantially to MICROSOFT CORP (MSFT), SELECT SECTOR SPDR TR (XLB) and SPDR SER TR (BIL).
New Buys
| Ticker | $ Bought |
|---|---|
| SIMPLIFY EXCHANGE TRADED FUN | 15,238,000 |
| ISHARES TR | 6,143,200 |
| CORPAY INC | 3,119,030 |
| SHERWIN WILLIAMS CO | 2,929,730 |
| MOODYS CORP | 2,893,490 |
| UNITEDHEALTH GROUP INC | 2,850,460 |
| AMGEN INC | 2,827,280 |
| BROADRIDGE FINL SOLUTIONS IN | 2,824,200 |
New stocks bought by PEAK FINANCIAL ADVISORS LLC
Additions
| Ticker | % Inc. |
|---|---|
| SPDR SER TR | 42.39 |
| UNION PAC CORP | 39.87 |
| SIMPLIFY EXCHANGE TRADED FUN | 30.01 |
| NORTHROP GRUMMAN CORP | 25.55 |
| MICROSOFT CORP | 24.36 |
| SIMPLIFY EXCHANGE TRADED FUN | 23.4 |
| VERISK ANALYTICS INC | 22.71 |
| ALPHABET INC | 15.6 |
Additions to existing portfolio by PEAK FINANCIAL ADVISORS LLC
Reductions
| Ticker | % Reduced |
|---|---|
| SELECT SECTOR SPDR TR | -65.48 |
| SIMPLIFY EXCHANGE TRADED FUN | -54.77 |
| SIMPLIFY EXCHANGE TRADED FUN | -33.57 |
| SPDR SER TR | -24.54 |
| WORLD GOLD TR | -12.53 |
| COSTCO WHSL CORP NEW | -11.58 |
| ILLINOIS TOOL WKS INC | -10.95 |
| LAM RESEARCH CORP | -10.13 |
PEAK FINANCIAL ADVISORS LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| SPDR SER TR | -5,320,180 |
| CISCO SYS INC | -2,456,590 |
| SELECT SECTOR SPDR TR | -2,976,240 |
| SSR MINING IN | -353,863 |
| SPDR SER TR | -2,651,980 |
| ORACLE CORP | -2,223,410 |
| ABBVIE INC | -2,550,810 |
| APPLIED MATLS INC | -2,603,660 |
PEAK FINANCIAL ADVISORS LLC got rid off the above stocks
Current Stock Holdings of PEAK FINANCIAL ADVISORS LLC
Last Reported on: 12 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.08 | 19,900 | 3,412,450 | ADDED | 13.07 | |
| AAXJ | ISHARES TR | 3.74 | 68,509 | 6,143,200 | NEW | ||
| AAXJ | ISHARES TR | 0.48 | 6,845 | 792,446 | NEW | ||
| ABBV | ABBVIE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ACTX | GLOBAL X FDS | 1.18 | 67,063 | 1,933,430 | ADDED | 1.34 | |
| AFK | VANECK ETF TRUST | 2.99 | 54,640 | 4,912,140 | REDUCED | -7.57 | |
| AGG | ISHARES TR | 1.41 | 81,183 | 2,308,840 | ADDED | 7.3 | |
| AGG | ISHARES TR | 0.20 | 996 | 335,702 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | 9.28 | 299,313 | 15,238,000 | NEW | ||
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | 4.72 | 342,155 | 7,753,230 | ADDED | 30.01 | |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | 4.14 | 272,639 | 6,802,340 | ADDED | 23.4 | |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | 3.94 | 296,043 | 6,474,460 | REDUCED | -33.57 | |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | 3.07 | 206,753 | 5,044,770 | REDUCED | -54.77 | |
| AMAT | APPLIED MATLS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMGN | AMGEN INC | 1.72 | 9,944 | 2,827,280 | NEW | ||
| AMPS | ISHARES TR | 3.80 | 120,985 | 6,241,620 | REDUCED | -0.63 | |
| AMT | AMERICAN TOWER CORP NEW | 0.29 | 2,424 | 478,958 | ADDED | 1.42 | |
| AMZN | AMAZON COM INC | 1.92 | 17,480 | 3,153,040 | REDUCED | -0.59 | |
| ANET | ARISTA NETWORKS INC | 1.74 | 9,850 | 2,856,300 | REDUCED | -8.65 | |
| BAB | INVESCO EXCH TRADED FD TR II | 0.45 | 4,075 | 744,462 | ADDED | 2.39 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 3.85 | 107,917 | 6,318,540 | ADDED | 1.05 | |
| BIL | SPDR SER TR | 0.38 | 10,228 | 629,329 | REDUCED | -24.54 | |
| BIL | SPDR SER TR | 0.24 | 7,555 | 393,389 | REDUCED | -1.86 | |
| BIL | SPDR SER TR | 0.20 | 13,749 | 322,552 | ADDED | 42.39 | |
| BIL | SPDR SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIL | SPDR SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BR | BROADRIDGE FINL SOLUTIONS IN | 1.72 | 13,786 | 2,824,200 | NEW | ||
| CAH | CARDINAL HEALTH INC | 1.71 | 25,027 | 2,800,520 | NEW | ||
| CMCSA | COMCAST CORP NEW | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CNQ | CANADIAN NAT RES LTD | 1.87 | 40,245 | 3,071,500 | ADDED | 3.53 | |
| CODI | COMPASS DIVERSIFIED | 0.35 | 23,811 | 573,131 | ADDED | 0.47 | |
| COST | COSTCO WHSL CORP NEW | 1.62 | 3,636 | 2,663,840 | REDUCED | -11.58 | |
| CPRI | CAPRI HOLDINGS LIMITED | 1.46 | 53,012 | 2,401,440 | ADDED | 15.32 | |
| CSCO | CISCO SYS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DE | DEERE & CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DHI | D R HORTON INC | 1.88 | 18,728 | 3,081,690 | ADDED | 2.98 | |
| EMGF | ISHARES INC | 0.38 | 10,943 | 629,989 | REDUCED | -0.62 | |
| ENB | ENBRIDGE INC | 0.27 | 12,261 | 443,603 | ADDED | 0.82 | |
| FLT | FLEETCOR TECHNOLOGIES INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| FNF | FIDELITY NATIONAL FINANCIAL | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| GILD | GILEAD SCIENCES INC | 0.25 | 5,586 | 409,175 | ADDED | 8.23 | |
| GLDM | WORLD GOLD TR | 5.20 | 193,711 | 8,532,970 | REDUCED | -12.53 | |
| GOOG | ALPHABET INC | 1.88 | 20,462 | 3,088,330 | ADDED | 15.6 | |
| HEI | HEICO CORP NEW | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| HR | HEALTHCARE RLTY TR | 0.21 | 24,707 | 349,604 | ADDED | 1.71 | |
| ITW | ILLINOIS TOOL WKS INC | 0.13 | 789 | 211,712 | REDUCED | -10.95 | |
| KMI | KINDER MORGAN INC DEL | 0.27 | 24,255 | 444,837 | ADDED | 0.71 | |
| LLY | ELI LILLY & CO | 1.73 | 3,650 | 2,839,550 | REDUCED | -8.84 | |
| LMT | LOCKHEED MARTIN CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| LRCX | LAM RESEARCH CORP | 1.74 | 2,938 | 2,854,470 | REDUCED | -10.13 | |
| MC | MOELIS & CO | 0.30 | 8,715 | 494,751 | ADDED | 2.89 | |
| MCO | MOODYS CORP | 1.76 | 7,362 | 2,893,490 | NEW | ||
| MO | ALTRIA GROUP INC | 0.28 | 10,390 | 453,212 | ADDED | 0.31 | |
| MSFT | MICROSOFT CORP | 2.08 | 8,101 | 3,408,250 | ADDED | 24.36 | |
| NNN | NNN REIT INC | 0.29 | 11,206 | 478,944 | ADDED | 0.25 | |
| NOC | NORTHROP GRUMMAN CORP | 1.78 | 6,103 | 2,921,260 | ADDED | 25.55 | |
| NSA | NATIONAL STORAGE AFFILIATES | 0.29 | 12,328 | 482,764 | ADDED | 1.73 | |
| NTAP | NETAPP INC | 1.66 | 25,919 | 2,720,720 | NEW | ||
| NVDA | NVIDIA CORPORATION | 0.19 | 344 | 310,825 | NEW | ||
| ODFL | OLD DOMINION FREIGHT LINE IN | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| OMF | ONEMAIN HLDGS INC | 0.21 | 6,651 | 339,800 | NEW | ||
| ORCL | ORACLE CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PHM | PULTE GROUP INC | 1.89 | 25,705 | 3,100,540 | REDUCED | -2.57 | |
| QQQ | INVESCO QQQ TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ROK | ROCKWELL AUTOMATION INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SHW | SHERWIN WILLIAMS CO | 1.78 | 8,435 | 2,929,730 | NEW | ||
| SNPS | SYNOPSYS INC | 1.70 | 4,880 | 2,788,920 | NEW | ||
| SOTK | SONO TEK CORP | 0.04 | 14,521 | 71,008 | UNCHANGED | 0.00 | |
| SSRM | SSR MINING IN | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| STAG | STAG INDL INC | 0.26 | 11,092 | 426,376 | ADDED | 7.07 | |
| T | AT&T INC | 0.28 | 26,369 | 464,094 | REDUCED | -0.33 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 0.14 | 391 | 227,253 | REDUCED | -4.63 | |
| UNH | UNITEDHEALTH GROUP INC | 1.74 | 5,762 | 2,850,460 | NEW | ||
| UNP | UNION PAC CORP | 0.19 | 1,284 | 315,774 | ADDED | 39.87 | |
| V | VISA INC | 1.52 | 8,975 | 2,504,740 | NEW | ||
| VICI | VICI PPTYS INC | 0.26 | 14,314 | 426,414 | ADDED | 8.41 | |
| VRSK | VERISK ANALYTICS INC | 1.67 | 11,666 | 2,750,030 | ADDED | 22.71 | |
| XHYC | BONDBLOXX ETF TRUST | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| XLB | SELECT SECTOR SPDR TR | 0.48 | 3,758 | 782,679 | REDUCED | -4.45 | |
| XLB | SELECT SECTOR SPDR TR | 0.44 | 4,915 | 726,093 | NEW | ||
| XLB | SELECT SECTOR SPDR TR | 0.27 | 5,488 | 448,150 | REDUCED | -65.48 | |
| XLB | SELECT SECTOR SPDR TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| XLB | SELECT SECTOR SPDR TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ZTS | ZOETIS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CORPAY INC | 1.90 | 10,109 | 3,119,030 | NEW | |||
| CBOE GLOBAL MKTS INC | 1.64 | 14,699 | 2,700,650 | NEW | |||
| AMERICAN HEALTHCARE REIT INC | 0.25 | 28,205 | 416,024 | NEW | |||
| SABA CAPITAL INCOME & OPRNT | 0.21 | 48,311 | 352,187 | ADDED | 9.99 |