$260 Million is the total value of Peak Financial Management, Inc.'s 66 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -931 | -100.0% | -0.07% | – |
| ES | Exit | EVERSOURCE ENERGY | $0 | – | -2,342 | -100.0% | -0.07% | – |
| ENB | Exit | ENBRIDGE INC | $0 | – | -4,486 | -100.0% | -0.07% | – |
| PGHY | Exit | INVESCO EXCH TRADED FD TR IIgbl srt trm hy | $0 | – | -11,418 | -100.0% | -0.08% | – |
| BSX | Exit | BOSTON SCIENTIFIC CORP | $0 | – | -5,177 | -100.0% | -0.08% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -2,126 | -100.0% | -0.08% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -516 | -100.0% | -0.08% | – |
| BX | Exit | BLACKSTONE INC | $0 | – | -2,031 | -100.0% | -0.09% | – |
| BA | Exit | BOEING CO | $0 | – | -1,490 | -100.0% | -0.10% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -2,045 | -100.0% | -0.11% | – |
| IHY | Exit | VANECK ETF TRUSTinternational hi | $0 | – | -359,005 | -100.0% | -2.67% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 34 | Q2 2024 | 13.0% |
| VANGUARD INDEX FDS | 34 | Q2 2024 | 9.0% |
| ISHARES TR | 34 | Q2 2024 | 7.2% |
| ISHARES TR | 34 | Q2 2024 | 7.9% |
| VANGUARD SCOTTSDALE FDS | 34 | Q2 2024 | 3.4% |
| VANGUARD INDEX FDS | 34 | Q2 2024 | 4.7% |
| VANGUARD INTL EQUITY INDEX F | 34 | Q2 2024 | 3.1% |
| SPROTT PHYSICAL GOLD TRUST | 34 | Q2 2024 | 0.2% |
| ISHARES TR | 33 | Q2 2024 | 3.2% |
| APPLE INC | 33 | Q2 2024 | 5.4% |
View Peak Financial Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-23 |
| N-PX | 2024-07-22 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-29 |
View Peak Financial Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.