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  Name: Peak Financial Management Inc.
  City: WALTHAM
  State: MA
  Zip: 02451
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $315,492,000
  Total Value Change : $17,813,000
  Securities Held Change : 11
   
All Securities Held : 96
  New Positions : 12
  Closed Positions : 3
  Increased Positions : 40
  Unchanged Positions : 8
  Decreased Positions : 36

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 99 Closed $198.77 $0 0 0% -228,000 -1,340 0    Domestic Money Center...
   (LADR)1 Year Chart         LADR Ladder Capital Corp 98 Closed $11.22 $0 0 0% -228,000 -19,826 0    N/A
   (CVX)1 Year Chart         CVX Chevron Corp 97 Closed $165.82 $0 0 0% -241,000 -1,617 0    Integrated Oil & Gas

      3 Records Found
  1    
Page 1 of 1
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