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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 : 2     View All Holdings Currently Viewing:  Unchanged 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
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 60 - $336.86 $336,000 996 0.2% 34,000 0 0    Closed - End Fund - E...
   (SOTK)1 Year Chart         SOTK Sono Tek Corp 66 - $4.95 $71,000 14,521 0.04% -8,000 0 0.097    Diversified Machinery

      2 Records Found
  1    
Page 1 of 1
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