The Analysis of PEAK FINANCIAL ADVISORS LLC's Holdings
Currently, PEAK FINANCIAL ADVISORS LLC holds 87 types of securities in its portfolio with a total value $222.6M. In the most recent quarter, they have increased their positions in JBND (+278.3K shares, valued at $15.0M), MTBA (+76.0K shares, valued at $3.8M), EMB (+38.7K shares, valued at $3.7M); decreased their positions in GLDM (-48.5K shares, valued at $4.1M), KLAC (-2.4K shares, valued at $2.9M), COST (-2.6K shares, valued at $2.2M); initiated new positions in JBND (+278.3K shares, valued at $15.0M), ADSK (+3.5K shares, valued at $1.0M), MSFT (+1.6K shares, valued at $784.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
FLXR TCW ETF TRUST642.3K shares2.71%2025-12-312026-01-12
MTBA SIMPLIFY EXCHANGE TRADED FUN374.6K shares25.45%2025-12-312026-01-12 GLDM WORLD GOLD TR200.8K shares-19.47%2025-12-312026-01-12 CTA SIMPLIFY EXCHANGE TRADED FUN583.2K shares0.41%2025-12-312026-01-12 JBND J P MORGAN EXCHANGE TRADED F278.3K sharesnew addition2025-12-312026-01-12 EMB ISHARES TR118.6K shares48.42%2025-12-312026-01-12 INDA ISHARES TR114.7K shares-0.30%2025-12-312026-01-12 AMZN AMAZON COM INC21.0K shares10.77%2025-12-312026-01-12 SPMO INVESCO EXCH TRADED FD TR II37.0K shares0.92%2025-12-312026-01-12 AXP AMERICAN EXPRESS CO9.5K shares-7.59%2025-12-312026-01-12 IGV ISHARES TR32.5K shares1.51%2025-12-312026-01-12 CNQ CANADIAN NAT RES LTD93.5K shares-1.50%2025-12-312026-01-12 CVS CVS HEALTH CORP37.5K shares105.90%2025-12-312026-01-12 MU MICRON TECHNOLOGY INC10.2K shares59.98%2025-12-312026-01-12 NFLX NETFLIX INC30.2K shares885.23%2025-12-312026-01-12 COST COSTCO WHSL CORP NEW3.3K shares-44.21%2025-12-312026-01-12 MA MASTERCARD INCORPORATED4.9K shares-13.81%2025-12-312026-01-12 CIEN CIENA CORP11.6K shares222.74%2025-12-312026-01-12 FDX FEDEX CORP9.1K shares205.18%2025-12-312026-01-12 TRGP TARGA RES CORP14.1K shares221.28%2025-12-312026-01-12 MDGL MADRIGAL PHARMACEUTICALS INC4.5K shares287.00%2025-12-312026-01-12 WMT WALMART INC22.4K shares-29.72%2025-12-312026-01-12 JNJ JOHNSON & JOHNSON12.0K shares292.03%2025-12-312026-01-12 DHR DANAHER CORPORATION10.6K shares215.39%2025-12-312026-01-12 SRE SEMPRA26.6K shares190.12%2025-12-312026-01-12 WMG WARNER MUSIC GROUP CORP75.5K shares207.71%2025-12-312026-01-12 BRX BRIXMOR PPTY GROUP INC85.6K shares226.38%2025-12-312026-01-12 CW CURTISS WRIGHT CORP4.0K shares179.51%2025-12-312026-01-12 MTH MERITAGE HOMES CORP33.1K shares234.72%2025-12-312026-01-12 MTB M & T BK CORP10.5K shares194.75%2025-12-312026-01-12 SPYM SPDR SERIES TRUST26.3K shares420.77%2025-12-312026-01-12 ESI ELEMENT SOLUTIONS INC79.8K shares282.39%2025-12-312026-01-12 XLF SELECT SECTOR SPDR TR35.0K shares31.95%2025-12-312026-01-12 BSX BOSTON SCIENTIFIC CORP19.5K shares191.38%2025-12-312026-01-12 LPLA LPL FINL HLDGS INC5.0K shares159.67%2025-12-312026-01-12 HUBS HUBSPOT INC4.1K shares217.51%2025-12-312026-01-12 URA GLOBAL X FDS35.6K shares-14.02%2025-12-312026-01-12 AAPL APPLE INC4.6K shares-1.70%2025-12-312026-01-12 NVDA NVIDIA CORPORATION6.4K shares113.97%2025-12-312026-01-12 MOAT VANECK ETF TRUST11.4K shares0.00%2025-12-312026-01-12 ADSK AUTODESK INC3.5K sharesnew addition2025-12-312026-01-12 MSFT MICROSOFT CORP1.6K sharesnew addition2025-12-312026-01-12 ORCL ORACLE CORP3.9K shares-67.03%2025-12-312026-01-12 MPWR MONOLITHIC PWR SYS INC789 sharesnew addition2025-12-312026-01-12 KMI KINDER MORGAN INC DEL23.2K shares-2.88%2025-12-312026-01-12 PM PHILIP MORRIS INTL INC3.9K shares-72.90%2025-12-312026-01-12 GRMN GARMIN LTD3.1K sharesnew addition2025-12-312026-01-12 QQQM INVESCO EXCH TRADED FD TR II2.5K shares-15.55%2025-12-312026-01-12 FFIV F5 INC2.4K shares-72.41%2025-12-312026-01-12 GS GOLDMAN SACHS GROUP INC697 shares-2.92%2025-12-312026-01-12 META META PLATFORMS INC927 sharesnew addition2025-12-312026-01-12 CDNS CADENCE DESIGN SYSTEM INC2.0K shares-72.39%2025-12-312026-01-12 KLAC KLA CORP502 shares-82.40%2025-12-312026-01-12 OMF ONEMAIN HLDGS INC9.0K shares-3.16%2025-12-312026-01-12 ALLE ALLEGION PLC3.8K sharesnew addition2025-12-312026-01-12 AHR AMERICAN HEALTHCARE REIT INC12.7K shares-2.44%2025-12-312026-01-12 BRW SABA CAPITAL INCOME & OPRNT84.7K shares32.94%2025-12-312026-01-12 T AT&T INC23.9K shares-6.81%2025-12-312026-01-12 ADP AUTOMATIC DATA PROCESSING IN2.3K shares-70.73%2025-12-312026-01-12 RSG REPUBLIC SVCS INC2.8K shares-72.76%2025-12-312026-01-12 FAST FASTENAL CO14.6K sharesnew addition2025-12-312026-01-12 MC MOELIS & CO8.5K shares-3.10%2025-12-312026-01-12 VRSN VERISIGN INC2.4K shares-73.55%2025-12-312026-01-12 ENB ENBRIDGE INC12.0K shares-1.74%2025-12-312026-01-12 TSCO TRACTOR SUPPLY CO11.3K sharesnew addition2025-12-312026-01-12 MO ALTRIA GROUP INC9.8K shares-2.10%2025-12-312026-01-12 AZO AUTOZONE INC160 sharesnew addition2025-12-312026-01-12 STAG STAG INDL INC13.3K shares-0.22%2025-12-312026-01-12 NNN NNN REIT INC11.4K shares0.96%2025-12-312026-01-12 STWD STARWOOD PPTY TR INC25.1K shares4.69%2025-12-312026-01-12 VICI VICI PPTYS INC16.0K shares1.36%2025-12-312026-01-12 SPAB SPDR SERIES TRUST16.7K shares54.47%2025-12-312026-01-12 AMT AMERICAN TOWER CORP NEW2.4K shares1.31%2025-12-312026-01-12 MRP MILLROSE PPTYS INC13.6K shares11.21%2025-12-312026-01-12 SPHY SPDR SERIES TRUST17.1K shares-1.91%2025-12-312026-01-12 NSA NATIONAL STORAGE AFFILIATES14.3K shares7.92%2025-12-312026-01-12 IWF ISHARES TR804 shares0.00%2025-12-312026-01-12 HEI.A HEICO CORP NEW912 shares0.00%2025-12-312026-01-12 JPM JPMORGAN CHASE & CO.695 shares0.00%2025-12-312026-01-12 TMO THERMO FISHER SCIENTIFIC INC369 sharesnew addition2025-12-312026-01-12 SOTK SONO TEK CORP14.5K shares0.00%2025-12-312026-01-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available