Portfolio (Quarterly)
Guide ↗
PEAK FINANCIAL ADVISORS LLC
· CIK 0001843309| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | JBND | J P MORGAN EXCHANGE TRADED F | — | 259,406 | $13.9M | 6.18% | SOLD |
| 2 | TRGP | TARGA RES CORP | Energy | 14,038 | $3.5M | 1.56% | SOLD |
| 3 | AXP | AMERICAN EXPRESS CO | Financial Services | 9,862 | $3.0M | 1.32% | SOLD |
| 4 | ROIV | ROIVANT SCIENCES LTD | Healthcare | 105,893 | $2.9M | 1.30% | SOLD |
| 5 | TEL | TE CONNECTIVITY PLC | Technology | 10,433 | $2.2M | 0.97% | SOLD |
| 6 | MTH | MERITAGE HOMES CORP | Consumer Cyclical | 33,060 | $2.0M | 0.91% | SOLD |
| 7 | WMG | WARNER MUSIC GROUP CORP | Communication Services | 74,793 | $1.9M | 0.85% | SOLD |
| 8 | HOOD | ROBINHOOD MKTS INC | Financial Services | 26,118 | $1.8M | 0.80% | SOLD |
| 9 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 24,675 | $1.5M | 0.69% | SOLD |
| 10 | TWLO | TWILIO INC | Communication Services | 12,272 | $1.5M | 0.68% | SOLD |
| 11 | XONE | BONDBLOXX ETF TRUST | — | 10,000 | $495K | 0.22% | SOLD |
| 12 | SPAB | SPDR SERIES TRUST | — | 9,443 | $242K | 0.11% | SOLD |
Sector Allocation
Financial Services
21.2%
Healthcare
17.6%
Technology
11.9%
Energy
9.4%
Industrials
8.7%
Consumer Cyclical
7.5%
Real Estate
6.0%
Consumer Defensive
5.8%
Communication Services
4.6%
Utilities
3.9%