Peak Financial Advisors LLC Top Holdings and 13F Report (2025) About Peak Financial Advisors LLCInvestment ActivityPeak Financial Advisors LLC has $196.45 million in total holdings as of March 31, 2025.Peak Financial Advisors LLC owns shares of 72 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 25.12% of the portfolio was purchased this quarter.About 21.97% of the portfolio was sold this quarter.This quarter, Peak Financial Advisors LLC has purchased 74 new stocks and bought additional shares in 38 stocks.Peak Financial Advisors LLC sold shares of 17 stocks and completely divested from 15 stocks this quarter.Largest Holdings SIMPLIFY EXCHANGE TRADED FUN $18,513,354SPDR Gold MiniShares Trust $13,849,311Simplify Treasury Option Income ETF $13,049,422Simplify Managed Futures Strategy ETF $9,681,329VanEck Fallen Angel High Yield Bond ETF $9,218,889 Largest New Holdings this Quarter 29287L700 - TCW ETF TRUST $5,836,173 Holding172908105 - Cintas $3,355,894 Holding57060D108 - MarketAxess $3,074,766 Holding941848103 - Waters $3,056,182 Holding032095101 - Amphenol $2,964,274 Holding Largest Purchases this Quarter TCW ETF TRUST 148,996 shares (about $5.84M)Cintas 16,328 shares (about $3.36M)MarketAxess 14,212 shares (about $3.07M)Waters 8,292 shares (about $3.06M)Amphenol 45,194 shares (about $2.96M) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 150,303 shares (about $9.88M)VanEck Morningstar Wide Moat ETF 20,333 shares (about $1.79M)Alphabet 1,187 shares (about $183.56K)SPDR Gold MiniShares Trust 2,007 shares (about $124.21K)Energy Select Sector SPDR Fund 534 shares (about $49.90K) 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$18,513,354$402,123 ▲2.2%369,2339.4%MBS ETFGLDMSPDR Gold MiniShares Trust$13,849,311$124,213 ▼-0.9%223,7737.0%FinanceBUCKSimplify Treasury Option Income ETF$13,049,422$99,362 ▲0.8%528,7456.6%ETFCTASimplify Managed Futures Strategy ETF$9,681,329$70,714 ▲0.7%327,0724.9%ETFANGLVanEck Fallen Angel High Yield Bond ETF$9,218,889$1,008,137 ▲12.3%319,4354.7%ManufacturingSVOLSimplify Volatility Premium ETF$9,133,342$282,208 ▲3.2%502,3844.6%ETFINDAiShares MSCI India ETF$6,655,027$290,141 ▲4.6%129,2743.4%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$6,448,919$150,108 ▲2.4%71,1883.3%ETFTCW ETF TRUST$5,836,173$5,836,173 ▲New Holding148,9963.0%FLEXIBLE INCOMEAAPLApple$3,936,810$186,589 ▲5.0%17,7232.0%Computer and TechnologyCTASCintas$3,355,894$3,355,894 ▲New Holding16,3281.7%Business ServicesMMM3M$3,302,294$13,217 ▲0.4%22,4861.7%Multi-Sector ConglomeratesNVDANVIDIA$3,294,535$2,944,576 ▲841.4%30,3981.7%Computer and TechnologyCOSTCostco Wholesale$3,276,361$12,296 ▼-0.4%3,4641.7%Retail/WholesaleAMZNAmazon.com$3,123,118$7,230 ▲0.2%16,4151.6%Retail/WholesaleMKTXMarketAxess$3,074,766$3,074,766 ▲New Holding14,2121.6%FinanceWATWaters$3,056,182$3,056,182 ▲New Holding8,2921.6%MedicalNFLXNetflix$2,977,568$34,504 ▲1.2%3,1931.5%Consumer DiscretionaryRMDResMed$2,970,713$61,335 ▲2.1%13,2711.5%MedicalAPHAmphenol$2,964,274$2,964,274 ▲New Holding45,1941.5%Computer and TechnologyGWWW.W. Grainger$2,961,514$2,961,514 ▲New Holding2,9981.5%IndustrialsMSCIMSCI$2,957,565$2,957,565 ▲New Holding5,2301.5%FinanceLMTLockheed Martin$2,933,545$1,503,626 ▲105.2%6,5671.5%AerospaceFICOFair Isaac$2,876,890$2,876,890 ▲New Holding1,5601.5%Computer and TechnologyAPDAir Products and Chemicals$2,861,904$2,861,904 ▲New Holding9,7041.5%Basic MaterialsAXPAmerican Express$2,858,757$19,103 ▼-0.7%10,6251.5%FinanceTTTrane Technologies$2,826,759$80,524 ▲2.9%8,3901.4%ConstructionLDOSLeidos$2,818,627$2,818,627 ▲New Holding20,8881.4%AerospaceGOOGLAlphabet$2,792,644$183,558 ▼-6.2%18,0591.4%Computer and TechnologyIGViShares Expanded Tech-Software Sector ETF$2,728,255$2,728,255 ▲New Holding30,6581.4%ETFXMHQInvesco S&P MidCap Quality ETF$2,707,824$476,597 ▲21.4%29,5841.4%ETFORCLOracle$2,666,317$2,666,317 ▲New Holding19,0711.4%Computer and TechnologyDECKDeckers Outdoor$2,475,697$2,475,697 ▲New Holding22,1421.3%Retail/WholesaleCNQCanadian Natural Resources$2,379,392$17,156 ▲0.7%77,2531.2%EnergyQUALiShares MSCI USA Quality Factor ETF$2,318,779$19,994 ▲0.9%13,5691.2%ETFARISTA NETWORKS INC$2,237,622$30,682 ▲1.4%28,8801.1%COM SHSMOATVanEck Morningstar Wide Moat ETF$1,980,792$1,789,304 ▼-47.5%22,5091.0%ETFXLEEnergy Select Sector SPDR Fund$1,674,921$49,903 ▼-2.9%17,9230.9%ETFXLUUtilities Select Sector SPDR Fund$1,673,985$1,340 ▼-0.1%21,2300.9%ETFQQQMInvesco NASDAQ 100 ETF$1,631,019$837,514 ▲105.5%8,4500.8%ETFURAGlobal X Uranium ETF$1,507,443$11,254 ▲0.8%65,7700.8%ETFXHBSPDR S&P Homebuilders ETF$1,282,956$53,489 ▲4.4%13,2400.7%ETFNVRNVR$1,108,392$14,489 ▲1.3%1530.6%ConstructionETF OPPORTUNITIES TRUST$876,188$20,666 ▼-2.3%34,8940.4%SMI 3FOURTEEN FUXLFFinancial Select Sector SPDR Fund$843,632$3,985 ▲0.5%16,9370.4%ETFSPLGSPDR Portfolio S&P 500 ETF$765,709$9,883,920 ▼-92.8%11,6440.4%ETFAMERICAN HEALTHCARE REIT INC$760,9110.0%25,1130.4%COM SHSTAT&T$710,951$28,647 ▼-3.9%25,1400.4%Computer and TechnologyKMIKinder Morgan$683,865$29 ▲0.0%23,9700.3%EnergyGILDGilead Sciences$676,781$11,205 ▲1.7%6,0400.3%MedicalMOAltria Group$604,187$6,843 ▲1.1%10,0660.3%Consumer StaplesWECWEC Energy Group$581,831$10,898 ▲1.9%5,3390.3%UtilitiesENBEnbridge$542,709$3,855 ▼-0.7%12,2480.3%EnergyXLCCommunication Services Select Sector SPDR Fund$536,744$7,427 ▲1.4%5,5650.3%ETFMCMoelis & Company$499,996$11,906 ▲2.4%8,5670.3%FinanceAMTAmerican Tower$496,6160.0%2,2820.3%FinanceVICIVICI Properties$493,171$2,610 ▼-0.5%15,1190.3%FinanceSABA CAPITAL INCOME & OPRNT$483,451$8,699 ▲1.8%62,3000.2%SHS NEWNNNNNN REIT$477,800$3,113 ▼-0.6%11,2030.2%FinanceOMFOneMain$477,295$8,651 ▲1.8%9,7650.2%FinanceNSANational Storage Affiliates Trust$471,939$394 ▲0.1%11,9780.2%FinanceCODICompass Diversified$460,076$12,098 ▼-2.6%24,6430.2%FinanceSTAGSTAG Industrial$448,459$36 ▲0.0%12,4160.2%FinanceSTWDStarwood Property Trust$446,384$1,858 ▲0.4%22,5790.2%FinanceSPHYSPDR Portfolio High Yield Bond ETF$357,647$9,532 ▲2.7%15,2710.2%ETFBCCBoise Cascade$355,490$16,283 ▲4.8%3,6240.2%ConstructionIWFiShares Russell 1000 Growth ETF$321,009$8,305 ▼-2.5%8890.2%ETFUNPUnion Pacific$303,3320.0%1,2840.2%TransportationMSFTMicrosoft$277,789$10,511 ▼-3.6%7400.1%Computer and TechnologyXLREReal Estate Select Sector SPDR Fund$271,104$21,176 ▼-7.2%6,4780.1%ETFHRHealthcare Realty Trust$192,877$12,303 ▲6.8%11,4130.1%FinanceSOTKSono-Tek$52,8560.0%14,5210.0%Computer and TechnologyMETAMeta Platforms$0$3,667,635 ▼-100.0%00.0%Computer and TechnologyMPWRMonolithic Power Systems$0$3,201,097 ▼-100.0%00.0%Computer and TechnologyBROBrown & Brown$0$3,037,237 ▼-100.0%00.0%FinanceSGOViShares 0-3 Month Treasury Bond ETF$0$3,035,648 ▼-100.0%00.0%ETFPHMPulteGroup$0$2,990,394 ▼-100.0%00.0%ConstructionPMPhilip Morris International$0$2,842,667 ▼-100.0%00.0%Consumer StaplesNTAPNetApp$0$2,778,491 ▼-100.0%00.0%Computer and TechnologyBBJPJPMorgan BetaBuilders Japan ETF$0$2,340,689 ▼-100.0%00.0%ETFCLColgate-Palmolive$0$1,314,740 ▼-100.0%00.0%Consumer StaplesGDGeneral Dynamics$0$1,209,683 ▼-100.0%00.0%AerospaceHCAHCA Healthcare$0$1,121,961 ▼-100.0%00.0%MedicalAMATApplied Materials$0$1,086,043 ▼-100.0%00.0%Computer and TechnologyMTDMettler-Toledo International$0$1,051,141 ▼-100.0%00.0%MedicalKLACKLA$0$1,020,794 ▼-100.0%00.0%Computer and TechnologySPABSPDR Portfolio Aggregate Bond ETF$0$279,388 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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