Peak Financial Advisors LLC Top Holdings and 13F Report (2025) About Peak Financial Advisors LLCInvestment ActivityPeak Financial Advisors LLC has $192.27 million in total holdings as of December 31, 2024.Peak Financial Advisors LLC owns shares of 74 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 26.28% of the portfolio was purchased this quarter.About 25.21% of the portfolio was sold this quarter.This quarter, Peak Financial Advisors LLC has purchased 74 new stocks and bought additional shares in 27 stocks.Peak Financial Advisors LLC sold shares of 28 stocks and completely divested from 15 stocks this quarter.Largest Holdings SIMPLIFY EXCHANGE TRADED FUN $17,948,665Simplify Treasury Option Income ETF $12,876,613SPDR Gold MiniShares Trust $11,738,302SPDR Portfolio S&P 500 ETF $11,164,626Simplify Volatility Premium ETF $10,121,845 Largest New Holdings this Quarter Monolithic Power Systems $3,201,097 HoldingARISTA NETWORKS INC $3,148,337 HoldingBrown & Brown $3,037,237 HoldingiShares 0-3 Month Treasury Bond ETF $3,035,648 HoldingTrane Technologies $3,010,572 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 152,078 shares (about $10.48M)Monolithic Power Systems 5,410 shares (about $3.20M)ARISTA NETWORKS INC 28,484 shares (about $3.15M)Brown & Brown 29,771 shares (about $3.04M)iShares 0-3 Month Treasury Bond ETF 30,260 shares (about $3.04M) Largest Sales this Quarter Microsoft 6,989 shares (about $2.95M)JPMorgan BetaBuilders Japan ETF 46,663 shares (about $2.56M)SIMPLIFY EXCHANGE TRADED FUN 33,068 shares (about $1.64M)Mettler-Toledo International 1,221 shares (about $1.49M)Applied Materials 9,149 shares (about $1.49M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPeak Financial Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSIMPLIFY EXCHANGE TRADED FUN$17,948,665$1,643,148 ▼-8.4%361,2139.3%MBS ETFBUCKSimplify Treasury Option Income ETF$12,876,613$359,658 ▲2.9%524,7196.7%ETFGLDMSPDR Gold MiniShares Trust$11,738,302$41,696 ▼-0.4%225,7806.1%FinanceSPLGSPDR Portfolio S&P 500 ETF$11,164,626$10,484,257 ▲1,541.0%161,9475.8%ETFSVOLSimplify Volatility Premium ETF$10,121,845$151,892 ▲1.5%486,8615.3%ETFCTASimplify Managed Futures Strategy ETF$9,055,403$272,569 ▲3.1%324,6834.7%ETFANGLVanEck Fallen Angel High Yield Bond ETF$8,156,694$2,417,194 ▲42.1%284,5034.2%ManufacturingINDAiShares MSCI India ETF$6,508,306$78,486 ▲1.2%123,6383.4%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$6,191,008$11,219 ▼-0.2%69,5313.2%ETFAAPLApple$4,227,841$3,010,048 ▲247.2%16,8832.2%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$3,972,554$20,585 ▼-0.5%42,8422.1%ETFMETAMeta Platforms$3,667,635$32,789 ▼-0.9%6,2641.9%Computer and TechnologyGOOGLAlphabet$3,643,268$9,276 ▼-0.3%19,2461.9%Computer and TechnologyAMZNAmazon.com$3,592,950$78,980 ▼-2.2%16,3771.9%Retail/WholesaleMPWRMonolithic Power Systems$3,201,097$3,201,097 ▲New Holding5,4101.7%Computer and TechnologyCOSTCostco Wholesale$3,186,002$45,815 ▼-1.4%3,4771.7%Retail/WholesaleAXPAmerican Express$3,174,524$41,551 ▼-1.3%10,6961.7%FinanceARISTA NETWORKS INC$3,148,337$3,148,337 ▲New Holding28,4841.6%COM SHSBROBrown & Brown$3,037,237$3,037,237 ▲New Holding29,7711.6%FinanceSGOViShares 0-3 Month Treasury Bond ETF$3,035,648$3,035,648 ▲New Holding30,2601.6%ETFTTTrane Technologies$3,010,572$3,010,572 ▲New Holding8,1511.6%ConstructionPHMPulteGroup$2,990,394$27,116 ▼-0.9%27,4601.6%ConstructionRMDResMed$2,972,284$2,972,284 ▲New Holding12,9971.5%MedicalMMM3M$2,891,100$2,891,100 ▲New Holding22,3961.5%Multi-Sector ConglomeratesPMPhilip Morris International$2,842,667$2,842,667 ▲New Holding23,6201.5%Consumer StaplesNFLXNetflix$2,813,006$14,261 ▲0.5%3,1561.5%Consumer DiscretionaryNTAPNetApp$2,778,491$20,082 ▲0.7%23,9361.4%Computer and TechnologyXMHQInvesco S&P MidCap Quality ETF$2,400,422$2,400,422 ▲New Holding24,3771.2%ETFQUALiShares MSCI USA Quality Factor ETF$2,395,601$36,507 ▲1.5%13,4521.2%ETFCNQCanadian Natural Resources$2,367,606$31,055 ▼-1.3%76,6961.2%Oils/EnergyBBJPJPMorgan BetaBuilders Japan ETF$2,340,689$2,561,348 ▼-52.3%42,6431.2%ETFURAGlobal X Uranium ETF$1,748,181$1,821 ▼-0.1%65,2790.9%ETFXLUUtilities Select Sector SPDR Fund$1,608,149$10,294 ▲0.6%21,2470.8%ETFXLEEnergy Select Sector SPDR Fund$1,581,011$67,756 ▲4.5%18,4570.8%ETFLMTLockheed Martin$1,555,494$1,555,494 ▲New Holding3,2010.8%AerospaceXHBSPDR S&P Homebuilders ETF$1,325,896$1,325,896 ▲New Holding12,6880.7%ETFCLColgate-Palmolive$1,314,740$1,314,740 ▲New Holding14,4620.7%Consumer StaplesNVRNVR$1,235,014$1,235,014 ▲New Holding1510.6%ConstructionGDGeneral Dynamics$1,209,683$1,425,481 ▼-54.1%4,5910.6%AerospaceHCAHCA Healthcare$1,121,961$1,121,961 ▲New Holding3,7380.6%MedicalAMATApplied Materials$1,086,043$1,487,902 ▼-57.8%6,6780.6%Computer and TechnologyMTDMettler-Toledo International$1,051,141$1,494,113 ▼-58.7%8590.5%Computer and TechnologyKLACKLA$1,020,794$1,450,536 ▼-58.7%1,6200.5%Computer and TechnologyETF OPPORTUNITIES TRUST$926,142$71,645 ▲8.4%35,7170.5%SMI 3FOURTEEN FUQQQMInvesco NASDAQ 100 ETF$865,160$1,473 ▲0.2%4,1110.4%ETFXLFFinancial Select Sector SPDR Fund$814,698$3,335 ▼-0.4%16,8570.4%ETFAMERICAN HEALTHCARE REIT INC$713,722$51,555 ▼-6.7%25,1130.4%COM SHSKMIKinder Morgan$656,737$6,548 ▼-1.0%23,9690.3%Oils/EnergyMCMoelis & Company$617,849$9,900 ▼-1.6%8,3630.3%FinanceTAT&T$595,502$5,192 ▲0.9%26,1530.3%Computer and TechnologyCODICompass Diversified$583,711$9,417 ▲1.6%25,2910.3%FinanceGILDGilead Sciences$548,650$8,405 ▼-1.5%5,9400.3%MedicalXLCCommunication Services Select Sector SPDR Fund$531,2930.0%5,4880.3%ETFENBEnbridge$523,374$5,855 ▲1.1%12,3350.3%Oils/EnergyMOAltria Group$520,401$1,673 ▲0.3%9,9520.3%Consumer StaplesOMFOneMain$499,839$16,161 ▲3.3%9,5880.3%FinanceWECWEC Energy Group$492,637$4,796 ▲1.0%5,2390.3%UtilitiesSABA CAPITAL INCOME & OPRNT$466,181$236 ▲0.1%61,1790.2%SHS NEWNNNNNN REIT$460,620$1,716 ▲0.4%11,2760.2%FinanceNSANational Storage Affiliates Trust$453,708$8,719 ▼-1.9%11,9680.2%FinanceVICIVICI Properties$443,969$8,734 ▲2.0%15,1990.2%FinanceNVDANVIDIA$433,622$15,846 ▲3.8%3,2290.2%Computer and TechnologySTWDStarwood Property Trust$426,096$4,169 ▲1.0%22,4850.2%FinanceSTAGSTAG Industrial$419,875$12,040 ▲3.0%12,4150.2%FinanceAMTAmerican Tower$418,561$6,603 ▼-1.6%2,2820.2%FinanceBCCBoise Cascade$411,0260.0%3,4580.2%ConstructionIWFiShares Russell 1000 Growth ETF$366,241$35,741 ▼-8.9%9120.2%ETFSPHYSPDR Portfolio High Yield Bond ETF$348,858$5,515 ▼-1.6%14,8640.2%ETFMSFTMicrosoft$323,712$2,945,864 ▼-90.1%7680.2%Computer and TechnologyUNPUnion Pacific$292,8030.0%1,2840.2%TransportationXLREReal Estate Select Sector SPDR Fund$284,039$284,039 ▲New Holding6,9840.1%ETFSPABSPDR Portfolio Aggregate Bond ETF$279,388$76,269 ▲37.5%11,1800.1%ETFHRHealthcare Realty Trust$181,104$283,241 ▼-61.0%10,6850.1%FinanceSOTKSono-Tek$58,2290.0%14,5210.0%Computer and TechnologyHUBBHubbell$0$3,387,392 ▼-100.0%00.0%Industrial ProductsTSCOTractor Supply$0$3,309,620 ▼-100.0%00.0%Retail/WholesaleANETArista Networks$0$3,289,721 ▼-100.0%00.0%Computer and TechnologyGWWW.W. Grainger$0$3,126,818 ▼-100.0%00.0%Industrial ProductsSNPSSynopsys$0$3,092,017 ▼-100.0%00.0%Computer and TechnologyDECKDeckers Outdoor$0$3,070,050 ▼-100.0%00.0%Retail/WholesaleHPQHP$0$3,068,894 ▼-100.0%00.0%Computer and TechnologyDOMINOS PIZZA INC$0$2,983,881 ▼-100.0%00.0%COMLRCXLam Research$0$2,927,279 ▼-100.0%00.0%Computer and TechnologyMLMMartin Marietta Materials$0$2,844,113 ▼-100.0%00.0%ConstructionMCKMcKesson$0$2,605,593 ▼-100.0%00.0%MedicalXLVHealth Care Select Sector SPDR Fund$0$355,478 ▼-100.0%00.0%ETFTMOThermo Fisher Scientific$0$228,252 ▼-100.0%00.0%MedicalHEI.AHEICO$0$208,650 ▼-100.0%00.0%AerospaceITWIllinois Tool Works$0$202,318 ▼-100.0%00.0%Industrial ProductsShowing largest 100 holdings. View all holdings. 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