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Name: |
PEAK FINANCIAL ADVISORS LLC |
City: |
DENVER |
State: |
CO |
Zip: |
80209 |
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Holdings
Found :
18 |
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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 |
Simplify Mbs Etf |
1 |
New |
$0.00 |
$15,238,000 |
299,313 |
9.28% |
15,238,000 |
299,313 |
3.326 |
N/A |
|
EMB |
iShares JPMorgan USD Emerg ... |
8 |
New |
$88.75 |
$6,143,000 |
68,509 |
3.74% |
6,143,000 |
68,509 |
0.004 |
Closed - End Fund - E... |
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CPAY |
Corpay Inc |
|
New |
$287.51 |
$3,119,000 |
10,109 |
1.9% |
3,119,000 |
10,109 |
0.014 |
Business Services |
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SHW |
Sherwin Williams Co |
18 |
New |
$315.87 |
$2,930,000 |
8,435 |
1.78% |
2,930,000 |
8,435 |
0.003 |
General Building Mate... |
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MCO |
Moodys Corp |
20 |
New |
$397.48 |
$2,893,000 |
7,362 |
1.76% |
2,893,000 |
7,362 |
0.004 |
Business Services |
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UNH |
Unitedhealth Group Inc |
23 |
New |
$511.74 |
$2,850,000 |
5,762 |
1.74% |
2,850,000 |
5,762 |
0.001 |
Health Care Plans |
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AMGN |
Amgen Inc |
25 |
New |
$308.45 |
$2,827,000 |
9,944 |
1.72% |
2,827,000 |
9,944 |
0.002 |
Biotechnology |
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BR |
Broadridge Financial Soluti... |
26 |
New |
$197.80 |
$2,824,000 |
13,786 |
1.72% |
2,824,000 |
13,786 |
0.012 |
Business Services |
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CAH |
Cardinal Health Inc |
27 |
New |
$98.04 |
$2,801,000 |
25,027 |
1.71% |
2,801,000 |
25,027 |
0.009 |
Drugs Wholesale |
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SNPS |
Synopsys Inc |
28 |
New |
$557.39 |
$2,789,000 |
4,880 |
1.7% |
2,789,000 |
4,880 |
0.003 |
Technical & System So... |
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NTAP |
Netapp Inc |
30 |
New |
$108.15 |
$2,721,000 |
25,919 |
1.66% |
2,721,000 |
25,919 |
0.012 |
Data Storage Devices |
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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 |
Visa Inc |
33 |
New |
$279.39 |
$2,505,000 |
8,975 |
1.53% |
2,505,000 |
8,975 |
0.001 |
Business Services |
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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... |
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XLV |
SPDR Select Sector Health |
40 |
New |
$143.45 |
$726,000 |
4,915 |
0.44% |
726,000 |
4,915 |
0 |
Closed - End Fund - E... |
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AHR |
American Healthcare REIT, Inc |
|
New |
$14.09 |
$416,000 |
28,205 |
0.25% |
416,000 |
28,205 |
0.043 |
N/A |
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OMF |
OneMain Holdings Inc |
59 |
New |
$50.72 |
$340,000 |
6,651 |
0.21% |
340,000 |
6,651 |
0.005 |
Credit Services |
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NVDA |
NVIDIA Corporation |
63 |
New |
$903.99 |
$311,000 |
344 |
0.19% |
311,000 |
344 |
0 |
Semiconductor - Speci... |
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