The Analysis of Peak Retirement Planning, Inc.'s Holdings
Currently, Peak Retirement Planning, Inc. holds 128 types of securities in its portfolio with a total value $355.1M. In the most recent quarter, they have increased their positions in N/A (+25.7K shares, valued at $15.4M), N/A (+166.3K shares, valued at $12.7M), XLB (+116.0K shares, valued at $10.4M); decreased their positions in BND (-75.6K shares, valued at $5.6M), VNQ (-13.1K shares, valued at $1.2M), XLP (-1.7K shares, valued at $129.6K); initiated new positions in N/A (+25.7K shares, valued at $15.4M), N/A (+166.3K shares, valued at $12.7M), HIMS (+50.1K shares, valued at $2.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF524.6K shares1.31%2025-09-302025-11-04
VEA VANGUARD FTSE DEVELOPED MARKETS ETF264.4K shares92.00%2025-09-302025-11-04 VOO VANGUARD S&P 500 ETF21.4K shares51.17%2025-09-302025-11-04 XLC COMMUNICAT SVS SLCT SEC SPDR ETF97.0K shares29.38%2025-09-302025-11-04 VWO VANGUARD FTSE EMERGING MARKETS ETF206.1K shares57.36%2025-09-302025-11-04 XLY SPDR FUND CONSUMER DISCRE SELECT ETF45.9K shares33.54%2025-09-302025-11-04 XLRE REAL ESTATE SELECT SCTR SPDR ETF255.0K shares39.14%2025-09-302025-11-04 XLB Materials Select Sector SPDR118.6K shares4346.96%2025-09-302025-11-04 VUG VANGUARD GROWTH ETF21.7K shares26.23%2025-09-302025-11-04 VOT VANGUARD MID CAP GROWTH ETF26.5K shares37.50%2025-09-302025-11-04 VBR VANGUARD SMALL CAP VALUEETF31.8K shares32.52%2025-09-302025-11-04 VTI VANGUARD TOTAL STOCK MARKET ETF17.5K shares28.30%2025-09-302025-11-04 VTV VANGUARD VALUE ETF28.3K shares9.66%2025-09-302025-11-04 VBK VANGUARD SMALL CAP GROWTH ETF16.3K shares98.26%2025-09-302025-11-04 MSFT MICROSOFT CORP7.6K shares21.76%2025-09-302025-11-04 AAPL APPLE INC13.1K shares4.93%2025-09-302025-11-04 APP APPLOVIN CORP CLASS A4.4K shares14.14%2025-09-302025-11-04 GOOGL ALPHABET INC CLASS CLASS A12.8K shares16.33%2025-09-302025-11-04 BRK.B Berkshire Hathaway Inc. New Common Stock5.9K shares10.11%2025-09-302025-11-04 HIMS HIMS & HERS HEALTH INC CLASS A50.1K sharesnew addition2025-09-302025-11-04 VNQ VANGUARD REAL ESTATE ETF29.8K shares-30.55%2025-09-302025-11-04 NVDA NVIDIA CORP14.4K shares8.97%2025-09-302025-11-04 VOE VANGUARD MID CAP VALUE ETF15.3K shares4.71%2025-09-302025-11-04 ABT ABBOTT LABS19.4K shares46.63%2025-09-302025-11-04 AVGO BROADCOM INC7.8K shares17.33%2025-09-302025-11-04 CNC CENTENE CORP DEL72.2K shares181.61%2025-09-302025-11-04 THC TENET HEALTHCARE CORP11.8K shares32.49%2025-09-302025-11-04 MPWR MONOLITHIC PWR SYS INC2.6K shares16.82%2025-09-302025-11-04 PANW PALO ALTO NETWORKS INC11.6K shares42.88%2025-09-302025-11-04 JPM JP Morgan Chase & Co. Common Stock7.5K shares38.67%2025-09-302025-11-04 FLEX FLEX LTD F40.4K shares16.68%2025-09-302025-11-04 EXEL EXELIXIS INC56.5K sharesnew addition2025-09-302025-11-04 JBL JABIL INC10.5K shares21.20%2025-09-302025-11-04 WSM WILLIAMS SONOMA INC11.6K shares24.88%2025-09-302025-11-04 DHI D R HORTON INC13.1K shares7.41%2025-09-302025-11-04 CHTR CHARTER COMMUNICATIONS ICLASS A8.0K shares115.49%2025-09-302025-11-04 PHM PULTEGROUP INC16.6K shares12.81%2025-09-302025-11-04 ZM ZOOM COMMUNICATIONS INC CLASS A26.3K shares44.74%2025-09-302025-11-04 RL RALPH LAUREN CORP CLASS A6.9K sharesnew addition2025-09-302025-11-04 CHWY CHEWY INC CLASS A52.6K shares71.50%2025-09-302025-11-04 JNJ JOHNSON & JOHNSON11.3K shares25.06%2025-09-302025-11-04 NBIX Neurocrine Biosciences, Inc. - Common Stock14.7K shares23.69%2025-09-302025-11-04 MMSI MERIT MED SYS INC24.0K shares55.44%2025-09-302025-11-04 PODD INSULET CORP6.4K shares39.15%2025-09-302025-11-04 SNA SNAP ON INC5.4K shares35.37%2025-09-302025-11-04 FOXA FOX CORP CLASS A29.7K shares27.24%2025-09-302025-11-04 PG PROCTER & GAMBLE CO12.1K shares52.15%2025-09-302025-11-04 DGX QUEST DIAGNOSTICS INC9.8K shares33.25%2025-09-302025-11-04 MRK MERCK & CO. INC.22.2K shares28.85%2025-09-302025-11-04 DECK DECKERS OUTDOOR CORP18.3K shares34.48%2025-09-302025-11-04 VZ VERIZON COMMUNICATIONS I42.2K shares32.21%2025-09-302025-11-04 PINS PINTEREST INC CLASS A57.5K sharesnew addition2025-09-302025-11-04 MO ALTRIA GROUP INC27.9K shares23.43%2025-09-302025-11-04 CBOE CBOE GLOBAL MKTS INC7.5K shares33.48%2025-09-302025-11-04 PEP PEPSICO INC13.0K shares28.29%2025-09-302025-11-04 CF CF INDS HLDGS INC20.3K shares44.19%2025-09-302025-11-04 CL COLGATE PALMOLIVE CO22.4K shares42.87%2025-09-302025-11-04 GIS GENERAL MILLS INC35.5K shares51.15%2025-09-302025-11-04 ITW ILLINOIS TOOL WKS INC6.8K sharesnew addition2025-09-302025-11-04 USB U.S. Bancorp Common Stock36.4K shares26.71%2025-09-302025-11-04 KMB KIMBERLY CLARK CORP14.1K shares49.43%2025-09-302025-11-04 HSY The Hershey Company Common Stock9.3K shares18.15%2025-09-302025-11-04 CME CME Group Inc. - Class A Common Stock6.4K shares39.84%2025-09-302025-11-04 VICI VICI PPTYS INC REIT52.4K shares31.52%2025-09-302025-11-04 GILD Gilead Sciences, Inc. - Common Stock15.3K shares29.44%2025-09-302025-11-04 CAG CONAGRA BRANDS INC91.4K shares67.37%2025-09-302025-11-04 KHC KRAFT HEINZ CO63.5K sharesnew addition2025-09-302025-11-04 TROW T. Rowe Price Group, Inc. - Common Stock15.9K shares16.38%2025-09-302025-11-04 EOG EOG RES INC14.3K shares25.92%2025-09-302025-11-04 CMCSA COMCAST CORP NEW CLASS A50.0K sharesnew addition2025-09-302025-11-04 VIG VANGUARD DIVIDEND APPRECIATION ETF7.2K shares67.30%2025-09-302025-11-04 AMZN AMAZON.COM INC6.5K shares47.21%2025-09-302025-11-04 GE GE Aerospace Common Stock3.7K sharesnew addition2025-09-302025-11-04 QQQ INVSC QQQ TRUST SRS 1 ETF1.8K shares67.32%2025-09-302025-11-04 VO VANGUARD MID CAP ETF3.4K shares15.08%2025-09-302025-11-04 RSP Invesco S&P 500 Equal Weight ETF5.1K shares65.46%2025-09-302025-11-04 AEP American Electric Power Company, Inc. - Common Stock8.5K shares2.48%2025-09-302025-11-04 VGT Vanguard Information Tech ETF1.3K shares21.81%2025-09-302025-11-04 VB Vanguard Small-Cap ETF3.4K shares28.53%2025-09-302025-11-04 IVV iShares Core S&P 500 ETF1.2K shares9.17%2025-09-302025-11-04 VTEB Vanguard Tax-Exempt Bond ETF15.4K shares3.67%2025-09-302025-11-04 XOM Exxon Mobil Corporation Common Stock6.7K shares8.57%2025-09-302025-11-04 META META PLATFORMS INC CLASS A979 shares78.98%2025-09-302025-11-04 HD HOME DEPOT INC1.7K shares121.97%2025-09-302025-11-04 WFC Wells Fargo & Company Common Stock7.2K shares6.58%2025-09-302025-11-04 GLDM SPDR GOLD MINISHARES ETV7.9K shares87.67%2025-09-302025-11-04 GEV GE Vernova Inc. Common Stock952 sharesnew addition2025-09-302025-11-04 BND VANGUARD TOTAL BOND MARKET ETF7.4K shares-91.06%2025-09-302025-11-04 SPY SPDR S&P 500789 shares31.50%2025-09-302025-11-04 TSLA Tesla, Inc. - Common Stock1.1K shares40.75%2025-09-302025-11-04 ABBV AbbVie Inc. Common Stock2.0K shares13.96%2025-09-302025-11-04 IUSV iShares Core S&P U.S. Value ETF4.7K shares22.11%2025-09-302025-11-04 NFG National Fuel Gas Company Common Stock5.0K sharesnew addition2025-09-302025-11-04 FELC Fidelity Covington Trust Fidelity Enhanced Large Cap Core ETF12.5K shares2.44%2025-09-302025-11-04 VV Vanguard Large-Cap ETF1.4K shares0.28%2025-09-302025-11-04 LLY ELI LILLY AND CO557 shares1.64%2025-09-302025-11-04 LOW LOWES COS INC1.7K shares7.90%2025-09-302025-11-04 ORCL Oracle Corporation Common Stock1.5K shares0.89%2025-09-302025-11-04 VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares8.0K shares38.55%2025-09-302025-11-04 VYM Vanguard High Dividend Yield ETF2.9K shares10.83%2025-09-302025-11-04 SCHD Schwab US Dividend Equity ETF14.5K shares67.57%2025-09-302025-11-04 IEFA iShares Core MSCI EAFE ETF4.4K shares0.00%2025-09-302025-11-04 SO Southern Company (The) Common Stock3.8K shares26.48%2025-09-302025-11-04 IVW iShares S&P 500 Growth ETF3.0K sharesnew addition2025-09-302025-11-04 XLF SPDR Select Sector Fund - Financial6.6K shares-2.97%2025-09-302025-11-04 MGK Vanguard Mega Cap Growth ETF846 shares-1.40%2025-09-302025-11-04 IBM International Business Machines Corporation Common Stock1.2K shares20.76%2025-09-302025-11-04 DFAC Dimensional ETF U.S. Core Equity 2 ETF8.2K shares0.27%2025-09-302025-11-04 GLD SPDR GOLD SHARES ETF874 sharesnew addition2025-09-302025-11-04 SCHB Schwab U.S. Broad Market ETF11.1K shares0.29%2025-09-302025-11-04 UNH UNITEDHEALTH GROUP INC783 shares-2.97%2025-09-302025-11-04 WMT WALMART INC2.6K sharesnew addition2025-09-302025-11-04 MCD MCDONALDS CORP869 sharesnew addition2025-09-302025-11-04 AXP American Express Company Common Stock766 shares5.80%2025-09-302025-11-04 NEE NextEra Energy, Inc. Common Stock3.4K shares-8.55%2025-09-302025-11-04 CAT CATERPILLAR INC505 sharesnew addition2025-09-302025-11-04 PCAR PACCAR Inc. - Common Stock2.4K shares0.13%2025-09-302025-11-04 VCIT Vanguard Intermediate-Term Corporate Bond ETF2.7K shares-4.73%2025-09-302025-11-04 GOOG Alphabet Inc. - Class C Capital Stock921 sharesnew addition2025-09-302025-11-04 PLTR Palantir Technologies Inc. - Class A Common Stock1.2K sharesnew addition2025-09-302025-11-04 IJR iShares Core S&P Small-Cap ETF1.8K sharesnew addition2025-09-302025-11-04 XLP SPDR Select Sector Fund - Consumer Staples2.7K shares-37.79%2025-09-302025-11-04 GD GENERAL DYNAMICS CORP612 sharesnew addition2025-09-302025-11-04 FI Fiserv, Inc. Common Stock1.6K shares0.25%2025-09-302025-11-04 VGIT Vanguard Intermediate-Term Treasury ETF3.4K sharesnew addition2025-09-302025-11-04 CCO Clear Channel Outdoor Holdings, Inc. Common Stock12.6K shares-0.32%2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available