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  Name: PEAK FINANCIAL ADVISORS LLC
  City: DENVER
  State: CO
  Zip: 80209
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $164,239,000
  Total Value Change : $14,630,000
  Securities Held Change : -3
   
All Securities Held : 68
  New Positions : 18
  Closed Positions : 20
  Increased Positions : 29
  Unchanged Positions : 2
  Decreased Positions : 19

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Holdings Found : 18     View All Holdings Currently Viewing:  New 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
   (MTBA)1 Year Chart         MTBA Simplify Mbs Etf 1 New $0.00 $15,238,000 299,313 9.28% 15,238,000 299,313 3.326    N/A
   (EMB)1 Year Chart         EMB iShares JPMorgan USD Emerg ... 8 New $88.95 $6,143,000 68,509 3.74% 6,143,000 68,509 0.004    Closed - End Fund - E...
   (CPAY)1 Year Chart         CPAY Corpay Inc New $283.30 $3,119,000 10,109 1.9% 3,119,000 10,109 0.014    Business Services
   (SHW)1 Year Chart         SHW Sherwin Williams Co 18 New $314.05 $2,930,000 8,435 1.78% 2,930,000 8,435 0.003    General Building Mate...
   (MCO)1 Year Chart         MCO Moodys Corp 20 New $402.10 $2,893,000 7,362 1.76% 2,893,000 7,362 0.004    Business Services
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 23 New $513.88 $2,850,000 5,762 1.74% 2,850,000 5,762 0.001    Health Care Plans
   (AMGN)1 Year Chart         AMGN Amgen Inc 25 New $311.41 $2,827,000 9,944 1.72% 2,827,000 9,944 0.002    Biotechnology
   (BR)1 Year Chart         BR Broadridge Financial Soluti... 26 New $199.87 $2,824,000 13,786 1.72% 2,824,000 13,786 0.012    Business Services
   (CAH)1 Year Chart         CAH Cardinal Health Inc 27 New $97.43 $2,801,000 25,027 1.71% 2,801,000 25,027 0.009    Drugs Wholesale
   (SNPS)1 Year Chart         SNPS Synopsys Inc 28 New $559.63 $2,789,000 4,880 1.7% 2,789,000 4,880 0.003    Technical & System So...
   (NTAP)1 Year Chart         NTAP Netapp Inc 30 New $109.04 $2,721,000 25,919 1.66% 2,721,000 25,919 0.012    Data Storage Devices
   (CBOE)1 Year Chart         CBOE Cboe Holdings, Inc. 31 New $0.00 $2,701,000 14,699 1.64% 2,701,000 14,699 0.014    Diversified Investments
   (V)1 Year Chart         V Visa Inc 33 New $277.74 $2,505,000 8,975 1.53% 2,505,000 8,975 0.001    Business Services
   (ITB)1 Year Chart         ITB iShares Dow Jones U.S. Home... 37 New $0.00 $792,000 6,845 0.48% 792,000 6,845 0.017    Closed - End Fund - E...
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 40 New $144.06 $726,000 4,915 0.44% 726,000 4,915 0    Closed - End Fund - E...
   (AHR)1 Year Chart         AHR American Healthcare REIT, Inc New $14.00 $416,000 28,205 0.25% 416,000 28,205 0.043    N/A
   (OMF)1 Year Chart         OMF OneMain Holdings Inc 59 New $50.27 $340,000 6,651 0.21% 340,000 6,651 0.005    Credit Services
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 63 New $913.56 $311,000 344 0.19% 311,000 344 0    Semiconductor - Speci...
      18 Records Found
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