News + Filings Holdings
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PEAK FINANCIAL ADVISORS LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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SELECT SECTOR SPDR TR SBI INT-ENERGY
| XLE | OPTION | 58,068 | 41,973 | 5,248,767,000 | 3,840,937,000 | 5.67 | |
Hist
| 09/30/2023 |
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World Gold Trust
| GLDM | ETF | 220,224 | 83,208 | 8,073,412,000 | 3,114,803,000 | 8.73 | |
Hist
| 09/30/2023 |
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Apple Inc.
| AAPL | Common | 13,996 | 8,835 | 2,396,255,000 | 1,725,686,000 | 2.59 | |
Hist
| 09/30/2023 |
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AMAZON COM INC
| AMZN | Common | 19,095 | 3,748 | 2,427,356,000 | 1,138,208,000 | 2.62 | |
Hist
| 09/30/2023 |
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Global X Funds
| URA | Common | 90,776 | 14,731 | 2,454,583,000 | 927,599,000 | 2.65 | |
Hist
| 09/30/2023 |
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COSTCO WHOLESALE CORP /NEW
| COST | Common | 3,957 | 479 | 2,235,547,000 | 647,840,000 | 2.42 | |
Hist
| 09/30/2023 |
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CANADIAN NATURAL RESOURCES LTD
| CNQ | Common | 36,542 | 1,348 | 2,363,171,000 | 408,848,000 | 2.55 | |
Hist
| 09/30/2023 |
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NNN REIT, INC.
| NNN | Common | 8,645 | 4,255 | 305,514,000 | 104,628,000 | 0.33 | |
Hist
| 09/30/2023 |
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Moelis & Co
| MC | CL A | 7,650 | 1,258 | 345,245,000 | 99,984,000 | 0.37 | |
Hist
| 09/30/2023 |
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Compass Diversified Holdings
| CODI | SH BEN INT | 19,727 | 4,236 | 370,276,000 | 87,875,000 | 0.40 | |
Hist
| 09/30/2023 |
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ALTRIA GROUP, INC.
| MO | Common | 9,030 | 2,587 | 379,712,000 | 85,202,000 | 0.41 | |
Hist
| 09/30/2023 |
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ENBRIDGE INC
| ENB | COM | 10,493 | 3,759 | 348,263,000 | 84,964,000 | 0.38 | 0.00 |
Hist
| 09/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 945 | 3 | 298,384,000 | 72,474,000 | 0.32 | 0.00 |
Hist
| 09/30/2023 |
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GILEAD SCIENCES, INC.
| GILD | Common | 3,823 | 1,134 | 286,496,000 | 55,645,000 | 0.31 | 0.00 |
Hist
| 09/30/2023 |
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SPDR SERIES TRUST
| ONEK | Common | 8,263 | 3 | 415,298,000 | 43,763,000 | 0.45 | |
Hist
| 09/30/2023 |
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AT&T CORP
| T | Common | 23,629 | 6,504 | 354,908,000 | 39,637,000 | 0.38 | |
Hist
| 09/30/2023 |
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VICI PROPERTIES INC.
| | Common | 10,164 | 1,303 | 295,772,000 | 8,676,000 | 0.32 | |
Hist
| 09/30/2023 |
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