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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SPDR SERIES TRUST
| BNDS | Common | 8,712 | -305,388 | 212,050,000 | -7,681,285,000 | 0.23 | |
Hist
| 09/30/2023 |
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Physicians Realty Trust
| DOC | COM | 27,891 | -77,700 | 339,991,000 | -1,187,911,000 | 0.37 | 0.01 |
Hist
| 09/30/2023 |
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GENERAL MILLS INC
| GIS | Common | 3,433 | -1,899 | 219,678,000 | -227,410,000 | 0.24 | 0.00 |
Hist
| 09/30/2023 |
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ROCKWELL AUTOMATION, INC
| ROK | Common | 7,970 | -1,432 | 2,278,384,000 | -143,289,000 | 2.46 | |
Hist
| 09/30/2023 |
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HEICO CORP
| HEI.A | Common | 1,637 | -463 | 211,533,000 | -40,152,000 | 0.23 | |
Hist
| 09/30/2023 |
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iSHARES TRUST
| IWF | Common | 996 | -79 | 264,926,000 | 34,618,000 | 0.29 | |
Hist
| 09/30/2023 |
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