Portfolio (Quarterly)
Guide ↗
PEAK FINANCIAL ADVISORS LLC
· CIK 0001843309| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IGV | ISHARES TR | — | 32,457 | $3.4M | 1.54% | SOLD |
| 2 | MU | MICRON TECHNOLOGY INC | Technology | 10,170 | $2.9M | 1.30% | SOLD |
| 3 | MDGL | MADRIGAL PHARMACEUTICALS INC | Healthcare | 4,466 | $2.6M | 1.17% | SOLD |
| 4 | DHR | DANAHER CORPORATION | Healthcare | 10,638 | $2.4M | 1.09% | SOLD |
| 5 | BTC | GRAYSCALE BITCOIN MINI TR ET | Financial Services | 60,929 | $2.4M | 1.06% | SOLD |
| 6 | SRE | SEMPRA | Utilities | 26,552 | $2.3M | 1.05% | SOLD |
| 7 | MTB | M & T BK CORP | Financial Services | 10,505 | $2.1M | 0.95% | SOLD |
| 8 | XLF | SELECT SECTOR SPDR TR | — | 35,038 | $1.9M | 0.86% | SOLD |
| 9 | LPLA | LPL FINL HLDGS INC | Financial Services | 4,996 | $1.8M | 0.80% | SOLD |
| 10 | HUBS | HUBSPOT INC | Technology | 4,080 | $1.6M | 0.73% | SOLD |
| 11 | MSFT | MICROSOFT CORP | Technology | 1,623 | $785K | 0.35% | SOLD |
| 12 | ORCL | ORACLE CORP | Technology | 3,897 | $760K | 0.34% | SOLD |
| 13 | MPWR | MONOLITHIC PWR SYS INC | Technology | 789 | $715K | 0.32% | SOLD |
| 14 | LRCX | LAM RESEARCH CORP | Technology | 3,996 | $684K | 0.31% | SOLD |
| 15 | ANET | ARISTA NETWORKS INC | Technology | 4,863 | $637K | 0.29% | SOLD |
| 16 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 3,930 | $630K | 0.28% | SOLD |
| 17 | GRMN | GARMIN LTD | Technology | 3,094 | $628K | 0.28% | SOLD |
| 18 | FFIV | F5 INC | Technology | 2,421 | $618K | 0.28% | SOLD |
| 19 | META | META PLATFORMS INC | Communication Services | 927 | $612K | 0.28% | SOLD |
| 20 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 1,954 | $611K | 0.27% | SOLD |
Sector Allocation
Financial Services
24.2%
Energy
13.5%
Technology
12.0%
Healthcare
9.5%
Industrials
8.2%
Communication Services
7.4%
Consumer Cyclical
6.9%
Consumer Defensive
6.5%
Real Estate
5.8%
Utilities
3.5%