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| Name: |
Peak Financial Management Inc. |
| City: |
WALTHAM |
| State: |
MA |
| Zip: |
02451 |
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data |
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| Holdings
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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 |
|
TSM |
Taiwan Semiconductor Mfg. C... |
67 |
New |
$149.26 |
$340,000 |
2,500 |
0.11% |
340,000 |
2,500 |
0 |
Semiconductor - Integ... |
|
|
MRK |
Merck & Co Inc |
69 |
New |
$131.20 |
$333,000 |
2,521 |
0.11% |
333,000 |
2,521 |
0 |
Drug Manufacturers - ... |
|
|
NVO |
Novo Nordisk A/S (ADR) |
75 |
New |
$128.42 |
$281,000 |
2,192 |
0.09% |
281,000 |
2,192 |
0 |
Drug Manufacturers - ... |
|
|
CRWD |
Crowdstrike Holdings, Inc. |
76 |
New |
$320.76 |
$263,000 |
821 |
0.08% |
263,000 |
821 |
0.002 |
N/A |
|
|
XLI |
SPDR Industrial Sector |
78 |
New |
$125.68 |
$258,000 |
2,050 |
0.08% |
258,000 |
2,050 |
0 |
Closed - End Fund - E... |
|
|
DAL |
Delta Air Lines Inc |
79 |
New |
$46.55 |
$246,000 |
5,134 |
0.08% |
246,000 |
5,134 |
0.001 |
Major Airlines |
|
|
VRTX |
Vertex Pharmaceuticals Inc |
83 |
New |
$422.78 |
$234,000 |
560 |
0.07% |
234,000 |
560 |
0 |
Drug Manufacturers - ... |
|
|
ABBV |
Abbvie Inc. |
86 |
New |
$160.75 |
$232,000 |
1,274 |
0.07% |
232,000 |
1,274 |
0 |
Drug Manufacturers - ... |
|
|
GE |
General Electric Co |
89 |
New |
$163.38 |
$220,000 |
1,254 |
0.07% |
220,000 |
1,254 |
0 |
Conglomerates |
|
|
CAT |
Caterpillar Inc |
90 |
New |
$354.79 |
$220,000 |
600 |
0.07% |
220,000 |
600 |
0 |
Farm & Construction M... |
|
|
HOLX |
Hologic Inc |
91 |
New |
$75.14 |
$217,000 |
2,784 |
0.07% |
217,000 |
2,784 |
0.001 |
Medical Appliances & ... |
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SCHD |
Schwab US Dividend Equity ETF |
92 |
New |
$79.30 |
$212,000 |
2,635 |
0.07% |
212,000 |
2,635 |
0.001 |
N/A |
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