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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iSHARES TRUST
| INDA | Common | 119,340 | 119,340 | 5,277,215,000 | 5,277,215,000 | 5.70 | |
Hist
| 09/30/2023 |
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State Street Global Advisors Ltd.
| TLO | Common | 169,530 | 169,530 | 4,433,216,000 | 4,433,216,000 | 4.79 | |
Hist
| 09/30/2023 |
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GLOBAL MOAT FUND, LP
| MOAT | ETF | 38,666 | 38,666 | 2,932,429,000 | 2,932,429,000 | 3.17 | |
Hist
| 09/30/2023 |
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LifeStance Health Group, Inc.
| LFST | COM | 289,080 | 289,080 | 1,985,980,000 | 1,985,980,000 | 2.15 | 0.08 |
Hist
| 09/30/2023 |
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iSHARES TRUST
| ILF | S&P LTN AM 40 | 62,014 | 62,014 | 1,585,078,000 | 1,585,078,000 | 1.71 | |
Hist
| 09/30/2023 |
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SELECT SECTOR SPDR TRUST
| XLK | COM | 5,596 | 5,596 | 917,352,000 | 917,352,000 | 0.99 | |
Hist
| 09/30/2023 |
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SELECT SECTOR SPDR TRUST
| XLC | Common | 8,848 | 8,848 | 580,163,000 | 580,163,000 | 0.63 | |
Hist
| 09/30/2023 |
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iShares, Inc.
| EMXC | Common | 10,829 | 10,829 | 539,609,000 | 539,609,000 | 0.58 | |
Hist
| 09/30/2023 |
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ILLINOIS TOOL WORKS INC
| ITW | Common | 1,584 | 1,584 | 364,811,000 | 364,811,000 | 0.39 | |
Hist
| 09/30/2023 |
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COMCAST CORP
| CMCSA | Common | 8,090 | 8,090 | 358,711,000 | 358,711,000 | 0.39 | |
Hist
| 09/30/2023 |
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KINDER MORGAN, INC.
| KMI | COM | 21,269 | 21,269 | 352,640,000 | 352,640,000 | 0.38 | |
Hist
| 09/30/2023 |
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National Storage Affiliates Trust
| NSA | Common | 10,355 | 10,355 | 328,668,000 | 328,668,000 | 0.36 | 0.01 |
Hist
| 09/30/2023 |
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AMERICAN TOWER CORP /MA/
| AMT | COM | 1,974 | 1,974 | 324,624,000 | 324,624,000 | 0.35 | 0.00 |
Hist
| 09/30/2023 |
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HRTI, LLC
| HR | Common Stock | 20,712 | 20,712 | 316,272,000 | 316,272,000 | 0.34 | |
Hist
| 09/30/2023 |
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Fidelity National Financial, Inc.
| FNF | Common | 7,441 | 7,441 | 307,313,000 | 307,313,000 | 0.33 | 0.00 |
Hist
| 09/30/2023 |
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STAG Industrial, Inc.
| STAG | Common | 8,485 | 8,485 | 292,817,000 | 292,817,000 | 0.32 | |
Hist
| 09/30/2023 |
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SPDR SERIES TRUST
| CJNK | Common | 12,083 | 12,083 | 270,901,000 | 270,901,000 | 0.29 | |
Hist
| 09/30/2023 |
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SELECT SECTOR SPDR TRUST
| XLI | OPTIONS | 2,495 | 2,495 | 252,943,000 | 252,943,000 | 0.27 | |
Hist
| 09/30/2023 |
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MONOLITHIC POWER SYSTEMS INC
| MPWR | Common | 478 | 478 | 220,836,000 | 220,836,000 | 0.24 | 0.00 |
Hist
| 09/30/2023 |
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UNION PACIFIC CORP
| UNP | Common | 1,052 | 1,052 | 214,219,000 | 214,219,000 | 0.23 | |
Hist
| 09/30/2023 |
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