223 is the total number of securities PEAK FINANCIAL ADVISORS LLC has owned. The longest PEAK FINANCIAL ADVISORS LLC has owned a single stock is 12 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AMZN | AMAZON COM INC | 12 | 12 | 1.18% | 2.43% | 3.64% | Q4 2020 | Q3 2023 | 12 |
CNQ | CANADIAN NAT RES LTD | 12 | 12 | 1.40% | 2.28% | 3.68% | Q4 2020 | Q3 2023 | 12 |
AAPL | APPLE INC | 12 | 12 | 0.58% | 1.10% | 2.59% | Q4 2020 | Q3 2023 | 12 |
SSRM | SSR MNG INC | 12 | 12 | 0.37% | 0.48% | 0.61% | Q4 2020 | Q3 2023 | 12 |
IWF | ISHARES TR | 12 | 12 | 0.21% | 0.29% | 0.35% | Q4 2020 | Q3 2023 | 12 |
TMO | THERMO FISHER SCIENTIF... | 12 | 12 | 0.17% | 0.22% | 0.26% | Q4 2020 | Q3 2023 | 12 |
ALB | ALBEMARLE CORP | 11 | 11 | 1.15% | 1.79% | 3.56% | Q4 2020 | Q2 2023 | 11 |
ACWI | ISHARES TR | 11 | 11 | 0.42% | 0.67% | 1.16% | Q4 2020 | Q2 2023 | 11 |
MSFT | MICROSOFT CORP | 9 | 2 | 0.18% | 0.52% | 1.77% | Q4 2020 | Q3 2023 | 11 |
CODI | COMPASS DIVERSIFIED | 11 | 11 | 0.20% | 0.39% | 0.61% | Q1 2021 | Q3 2023 | 11 |
ROK | ROCKWELL AUTOMATION INC | 10 | 10 | 1.47% | 2.11% | 2.59% | Q2 2021 | Q3 2023 | 10 |
THO | THOR INDS INC | 10 | 10 | 1.00% | 1.50% | 1.91% | Q4 2020 | Q1 2023 | 10 |
AVGO | BROADCOM INC | 7 | 3 | 0.20% | 0.37% | 0.57% | Q4 2020 | Q2 2023 | 10 |
MC | MOELIS & CO | 10 | 10 | 0.21% | 0.36% | 0.56% | Q2 2021 | Q3 2023 | 10 |
ENB | ENBRIDGE INC | 10 | 10 | 0.22% | 0.33% | 0.48% | Q2 2021 | Q3 2023 | 10 |
REMX | VANECK VECTORS ETF TR | 9 | 9 | 1.25% | 1.79% | 2.35% | Q4 2020 | Q4 2022 | 9 |
SPLG | SPDR SER TR | 9 | 9 | 0.23% | 0.35% | 0.45% | Q3 2021 | Q3 2023 | 9 |
SOTK | SONO TEK CORP | 9 | 9 | 0.06% | 0.08% | 0.12% | Q3 2021 | Q3 2023 | 9 |
PDBC | INVESCO ACTVELY MNGD E... | 4 | 1 | 0.11% | 3.58% | 6.63% | Q4 2020 | Q2 2023 | 8 |
XLE | SELECT SECTOR SPDR TR | 5 | 1 | 0.24% | 1.63% | 5.67% | Q1 2021 | Q3 2023 | 8 |
T | AT&T INC | 6 | 2 | 0.27% | 0.65% | 1.67% | Q4 2020 | Q3 2023 | 8 |
MO | ALTRIA GROUP INC | 7 | 1 | 0.22% | 0.33% | 0.41% | Q3 2021 | Q3 2023 | 8 |
SPAB | SPDR SER TR | 5 | 2 | 0.23% | 3.88% | 7.19% | Q4 2021 | Q3 2023 | 7 |
ECPG | ENCORE CAP GROUP INC | 7 | 7 | 1.16% | 1.71% | 2.74% | Q4 2020 | Q2 2022 | 7 |
NLY | ANNALY CAPITAL MANAGEM... | 7 | 7 | 0.36% | 0.47% | 0.64% | Q4 2020 | Q2 2022 | 7 |
ABBV | ABBVIE INC | 4 | 3 | 0.27% | 0.41% | 0.50% | Q4 2020 | Q4 2022 | 7 |
VLO | VALERO ENERGY CORP | 7 | 7 | 0.23% | 0.39% | 0.64% | Q4 2020 | Q2 2022 | 7 |
OFC | CORPORATE OFFICE PPTYS TR | 7 | 7 | 0.21% | 0.30% | 0.41% | Q3 2021 | Q1 2023 | 7 |
WORLD GOLD TR | 4 | 2 | 4.12% | 6.65% | 9.69% | Q1 2022 | Q3 2023 | 6 | |
MGV | VANGUARD WORLD FD | 6 | 6 | 0.27% | 3.92% | 5.22% | Q1 2022 | Q2 2023 | 6 |
JEPI | J P MORGAN EXCHANGE-TR... | 6 | 6 | 0.49% | 2.59% | 5.62% | Q1 2022 | Q2 2023 | 6 |
TMUS | T-MOBILE US INC | 4 | 2 | 1.06% | 1.94% | 3.28% | Q1 2021 | Q4 2022 | 6 |
URA | GLOBAL X FDS | 6 | 6 | 1.39% | 1.82% | 2.65% | Q2 2022 | Q3 2023 | 6 |
ATVI | ACTIVISION BLIZZARD INC | 6 | 6 | 0.95% | 1.71% | 2.46% | Q1 2022 | Q2 2023 | 6 |
HCA | HCA HEALTHCARE INC | 6 | 6 | 1.06% | 1.61% | 1.86% | Q1 2022 | Q2 2023 | 6 |
EXPE | EXPEDIA GROUP INC | 6 | 6 | 0.88% | 1.40% | 1.90% | Q1 2022 | Q2 2023 | 6 |
TSLA | TESLA INC | 6 | 6 | 0.21% | 0.35% | 0.61% | Q4 2020 | Q1 2022 | 6 |
VICI | VICI PPTYS INC | 6 | 6 | 0.23% | 0.30% | 0.38% | Q2 2022 | Q3 2023 | 6 |
GILD | GILEAD SCIENCES INC | 6 | 6 | 0.20% | 0.26% | 0.33% | Q2 2022 | Q3 2023 | 6 |
SCHP | SCHWAB STRATEGIC TR | 5 | 5 | 0.23% | 3.30% | 8.67% | Q3 2021 | Q3 2022 | 5 |
EWC | ISHARES INC | 5 | 5 | 1.70% | 2.56% | 3.21% | Q1 2021 | Q1 2022 | 5 |
ARKQ | ARK ETF TR | 5 | 5 | 1.98% | 2.41% | 3.89% | Q4 2020 | Q4 2021 | 5 |
EWT | ISHARES INC | 5 | 5 | 1.74% | 2.34% | 2.73% | Q4 2020 | Q4 2021 | 5 |
XEL | XCEL ENERGY INC | 5 | 5 | 1.64% | 1.82% | 2.07% | Q2 2022 | Q2 2023 | 5 |
WMB | WILLIAMS COS INC | 5 | 5 | 1.50% | 1.77% | 2.11% | Q2 2022 | Q2 2023 | 5 |
COST | COSTCO WHSL CORP NEW | 4 | 1 | 1.45% | 1.75% | 2.42% | Q4 2020 | Q3 2023 | 5 |
MSOS | ADVISORSHARES TR | 5 | 5 | 0.34% | 1.40% | 2.19% | Q4 2020 | Q4 2021 | 5 |
ARKG | ARK ETF TR | 5 | 5 | 0.98% | 1.37% | 2.41% | Q4 2020 | Q4 2021 | 5 |
STZ | CONSTELLATION BRANDS INC | 5 | 5 | 1.03% | 1.17% | 1.46% | Q4 2021 | Q4 2022 | 5 |
UNP | UNION PAC CORP | 3 | 2 | 0.16% | 0.58% | 1.37% | Q4 2021 | Q3 2023 | 5 |
ARKK | ARK ETF TR | 5 | 5 | 0.20% | 0.44% | 0.77% | Q4 2020 | Q4 2021 | 5 |
GSEW | GOLDMAN SACHS ETF TR | 5 | 5 | 0.18% | 0.44% | 0.61% | Q4 2020 | Q4 2021 | 5 |
PFE | PFIZER INC | 4 | 1 | 0.21% | 0.44% | 0.68% | Q3 2021 | Q4 2022 | 5 |
PSA | PUBLIC STORAGE | 5 | 5 | 0.27% | 0.43% | 0.58% | Q4 2020 | Q4 2021 | 5 |
GIS | GENERAL MLS INC | 4 | 1 | 0.24% | 0.42% | 0.59% | Q1 2022 | Q3 2023 | 5 |
SPIB | SPDR SER TR | 4 | 1 | 0.26% | 0.37% | 0.61% | Q4 2020 | Q3 2022 | 5 |
SCHC | SCHWAB STRATEGIC TR | 5 | 5 | 0.18% | 0.32% | 0.44% | Q4 2020 | Q4 2021 | 5 |
AINV | APOLLO INVT CORP | 5 | 5 | 0.12% | 0.13% | 0.17% | Q1 2021 | Q1 2022 | 5 |
FPE | FIRST TR EXCH TRADED F... | 4 | 4 | 6.31% | 7.01% | 8.05% | Q4 2020 | Q3 2021 | 4 |
SIMPLIFY EXCHANGE TRAD... | 4 | 4 | 5.32% | 5.83% | 6.34% | Q4 2022 | Q3 2023 | 4 | |
BTAL | AGF INVTS TR | 4 | 4 | 3.85% | 5.50% | 7.50% | Q3 2022 | Q2 2023 | 4 |
SHY | ISHARES TR | 4 | 4 | 2.10% | 4.80% | 10.24% | Q1 2022 | Q4 2022 | 4 |
SPTL | SPDR SER TR | 3 | 1 | 0.17% | 3.21% | 5.42% | Q4 2021 | Q3 2023 | 4 |
AMN | AMN HEALTHCARE SVCS INC | 4 | 4 | 1.79% | 2.46% | 2.94% | Q1 2021 | Q4 2021 | 4 |
BDX | BECTON DICKINSON & CO | 3 | 1 | 1.33% | 2.13% | 2.63% | Q4 2020 | Q3 2022 | 4 |
COF | CAPITAL ONE FINL CORP | 4 | 4 | 1.48% | 1.99% | 2.25% | Q1 2021 | Q4 2021 | 4 |
GIL | GILDAN ACTIVEWEAR INC | 4 | 4 | 1.37% | 1.73% | 1.98% | Q4 2020 | Q3 2021 | 4 |
IRM | IRON MTN INC NEW | 4 | 4 | 0.42% | 1.71% | 3.10% | Q1 2021 | Q4 2021 | 4 |
PRGO | PERRIGO CO PLC | 4 | 4 | 1.54% | 1.67% | 1.94% | Q3 2022 | Q2 2023 | 4 |
DOC | PHYSICIANS RLTY TR | 4 | 4 | 0.37% | 1.14% | 1.46% | Q4 2022 | Q3 2023 | 4 |
SNOW | SNOWFLAKE INC | 4 | 4 | 0.77% | 0.96% | 1.13% | Q1 2021 | Q4 2021 | 4 |
STKL | SUNOPTA INC | 4 | 4 | 0.29% | 0.89% | 1.54% | Q1 2021 | Q4 2021 | 4 |
BX | BLACKSTONE INC | 4 | 4 | 0.51% | 0.83% | 1.69% | Q4 2021 | Q3 2022 | 4 |
XLK | SELECT SECTOR SPDR TR | 3 | 1 | 0.21% | 0.44% | 0.99% | Q4 2021 | Q3 2023 | 4 |
VZ | VERIZON COMMUNICATIONS... | 4 | 4 | 0.29% | 0.44% | 0.56% | Q1 2022 | Q4 2022 | 4 |
IPG | INTERPUBLIC GROUP COS INC | 4 | 4 | 0.31% | 0.37% | 0.41% | Q1 2021 | Q4 2021 | 4 |
CFG | CITIZENS FINL GROUP INC | 4 | 4 | 0.21% | 0.34% | 0.49% | Q1 2021 | Q4 2021 | 4 |
QQQM | INVESCO EXCH TRADED FD... | 4 | 4 | 0.18% | 0.28% | 0.40% | Q4 2022 | Q3 2023 | 4 |
CTRE | CARETRUST REIT INC | 4 | 4 | 0.22% | 0.23% | 0.27% | Q3 2022 | Q2 2023 | 4 |
NNN | NNN REIT INC | 4 | 4 | 0.18% | 0.23% | 0.33% | Q4 2022 | Q3 2023 | 4 |
HEIA | HEICO CORP NEW | 4 | 4 | 0.18% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
OCSL | OAKTREE SPECIALTY LEND... | 4 | 4 | 0.11% | 0.12% | 0.14% | Q1 2021 | Q4 2021 | 4 |
IVOL | KRANESHARES TR | 3 | 3 | 7.78% | 9.51% | 12.23% | Q4 2020 | Q2 2021 | 3 |
SRLN | SSGA ACTIVE ETF TR | 3 | 3 | 5.95% | 7.33% | 9.94% | Q2 2021 | Q4 2021 | 3 |
GCC | WISDOMTREE TR | 2 | 1 | 0.21% | 5.07% | 7.87% | Q4 2020 | Q1 2022 | 3 |
MOAT | VANECK ETF TRUST | 3 | 3 | 3.17% | 4.37% | 6.37% | Q1 2023 | Q3 2023 | 3 |
SJB | PROSHARES TR | 3 | 3 | 3.26% | 3.70% | 3.99% | Q4 2022 | Q2 2023 | 3 |
MGK | VANGUARD WORLD FD | 3 | 3 | 1.81% | 3.48% | 5.02% | Q2 2021 | Q4 2021 | 3 |
ANGL | VANECK VECTORS ETF TR | 2 | 1 | 0.22% | 3.44% | 5.40% | Q4 2020 | Q1 2022 | 3 |
XLU | SELECT SECTOR SPDR TR | 3 | 3 | 1.69% | 3.26% | 4.24% | Q1 2022 | Q3 2022 | 3 |
INDA | ISHARES TR | 2 | 1 | 1.45% | 3.14% | 5.70% | Q4 2020 | Q3 2023 | 3 |
SPHD | INVESCO EXCH TRADED FD... | 3 | 3 | 0.71% | 2.06% | 2.91% | Q3 2022 | Q1 2023 | 3 |
MPC | MARATHON PETE CORP | 3 | 3 | 1.59% | 2.01% | 2.39% | Q4 2020 | Q2 2021 | 3 |
LFST | LIFESTANCE HEALTH GROU... | 3 | 3 | 1.72% | 1.95% | 2.15% | Q1 2023 | Q3 2023 | 3 |
XLRE | SELECT SECTOR SPDR TR | 3 | 3 | 1.82% | 1.91% | 2.05% | Q2 2021 | Q4 2021 | 3 |
EXP | EAGLE MATLS INC | 3 | 3 | 1.54% | 1.77% | 2.11% | Q4 2020 | Q2 2021 | 3 |
EMXC | ISHARES INC | 3 | 3 | 0.58% | 1.76% | 3.33% | Q1 2023 | Q3 2023 | 3 |
PCAR | PACCAR INC | 3 | 3 | 1.43% | 1.63% | 1.94% | Q1 2022 | Q3 2022 | 3 |
ITA | ISHARES TR | 3 | 3 | 1.56% | 1.58% | 1.60% | Q4 2022 | Q2 2023 | 3 |
AMH | AMERICAN HOMES 4 RENT | 3 | 3 | 1.04% | 1.46% | 1.80% | Q2 2021 | Q4 2021 | 3 |
FISV | FISERV INC | 3 | 3 | 1.08% | 1.42% | 1.64% | Q1 2021 | Q3 2021 | 3 |
MCD | MCDONALDS CORP | 3 | 3 | 1.00% | 1.42% | 1.66% | Q4 2022 | Q2 2023 | 3 |
IGV | ISHARES TR | 3 | 3 | 1.27% | 1.38% | 1.60% | Q2 2022 | Q4 2022 | 3 |
ECL | ECOLAB INC | 3 | 3 | 1.12% | 1.20% | 1.35% | Q1 2022 | Q3 2022 | 3 |
PCT | PURECYCLE TECHNOLOGIES... | 3 | 3 | 0.44% | 1.10% | 1.44% | Q1 2021 | Q3 2021 | 3 |
KDP | KEURIG DR PEPPER INC | 3 | 3 | 0.92% | 1.05% | 1.25% | Q1 2022 | Q3 2022 | 3 |
KBA | KRANESHARES TR | 1 | 1 | 0.18% | 0.95% | 1.46% | Q4 2020 | Q2 2022 | 3 |
VFVA | VANGUARD WELLINGTON FD | 3 | 3 | 0.66% | 0.68% | 0.72% | Q4 2020 | Q2 2021 | 3 |
BLDE | BLADE AIR MOBILITY INC | 3 | 3 | 0.31% | 0.61% | 1.16% | Q2 2021 | Q4 2021 | 3 |
VCSH | VANGUARD SCOTTSDALE FDS | 3 | 3 | 0.19% | 0.52% | 0.79% | Q3 2022 | Q1 2023 | 3 |
EZA | ISHARES INC | 2 | 1 | 0.22% | 0.40% | 0.69% | Q1 2021 | Q1 2022 | 3 |
SU | SUNCOR ENERGY INC NEW | 3 | 3 | 0.34% | 0.39% | 0.48% | Q4 2021 | Q2 2022 | 3 |
EQR | EQUITY RESIDENTIAL | 3 | 3 | 0.33% | 0.38% | 0.43% | Q3 2021 | Q1 2022 | 3 |
IWD | ISHARES TR | 3 | 3 | 0.29% | 0.33% | 0.38% | Q3 2022 | Q1 2023 | 3 |
ITW | ILLINOIS TOOL WKS INC | 3 | 3 | 0.18% | 0.28% | 0.39% | Q1 2023 | Q3 2023 | 3 |
KSA | ISHARES TR | 3 | 3 | 0.25% | 0.27% | 0.30% | Q1 2021 | Q3 2021 | 3 |
EIS | ISHARES INC | 3 | 3 | 0.25% | 0.26% | 0.27% | Q3 2021 | Q1 2022 | 3 |
EWL | ISHARES INC | 3 | 3 | 0.23% | 0.26% | 0.31% | Q2 2021 | Q4 2021 | 3 |
GLW | CORNING INC | 3 | 3 | 0.18% | 0.21% | 0.23% | Q4 2022 | Q2 2023 | 3 |
SIMPLIFY EXCHANGE TRAD... | 2 | 2 | 5.65% | 9.37% | 13.09% | Q2 2023 | Q3 2023 | 2 | |
SIMPLIFY EXCHANGE TRAD... | 2 | 2 | 4.96% | 7.81% | 10.66% | Q2 2023 | Q3 2023 | 2 | |
FEZ | SPDR INDEX SHS FDS | 2 | 2 | 6.59% | 6.66% | 6.73% | Q2 2021 | Q3 2021 | 2 |
SHM | SPDR SER TR | 2 | 2 | 4.34% | 4.67% | 4.99% | Q1 2022 | Q2 2022 | 2 |
BBJP | J P MORGAN EXCHANGE TR... | 2 | 2 | 3.15% | 4.47% | 5.79% | Q2 2023 | Q3 2023 | 2 |
USDU | WISDOMTREE TR | 2 | 2 | 4.09% | 4.42% | 4.76% | Q4 2022 | Q1 2023 | 2 |
EMB | ISHARES TR | 1 | 1 | 0.26% | 3.25% | 6.24% | Q4 2020 | Q1 2022 | 2 |
XHE | SPDR SER TR | 2 | 2 | 2.73% | 2.74% | 2.75% | Q1 2023 | Q2 2023 | 2 |
HRTX | HERON THERAPEUTICS INC | 2 | 2 | 1.91% | 2.59% | 3.28% | Q4 2020 | Q1 2021 | 2 |
XLV | SELECT SECTOR SPDR TR | 1 | 1 | 2.25% | 2.46% | 2.67% | Q3 2021 | Q4 2022 | 2 |
ARKW | ARK ETF TR | 2 | 2 | 2.17% | 2.17% | 2.17% | Q4 2020 | Q1 2021 | 2 |
ILF | ISHARES TR | 1 | 1 | 1.71% | 1.93% | 2.15% | Q1 2022 | Q3 2023 | 2 |
DGX | QUEST DIAGNOSTICS INC | 2 | 2 | 1.61% | 1.73% | 1.84% | Q3 2021 | Q4 2021 | 2 |
KWEB | KRANESHARES TR | 1 | 1 | 1.44% | 1.70% | 1.97% | Q4 2020 | Q2 2022 | 2 |
EWW | ISHARES INC | 2 | 2 | 1.47% | 1.54% | 1.62% | Q2 2021 | Q3 2021 | 2 |
CHWY | CHEWY INC | 2 | 2 | 1.37% | 1.54% | 1.72% | Q4 2021 | Q1 2022 | 2 |
NKE | NIKE INC | 2 | 2 | 1.02% | 1.48% | 1.93% | Q1 2023 | Q2 2023 | 2 |
AVB | AVALONBAY CMNTYS INC | 2 | 2 | 1.02% | 1.44% | 1.85% | Q4 2021 | Q1 2022 | 2 |
TWLO | TWILIO INC | 2 | 2 | 1.41% | 1.42% | 1.43% | Q4 2020 | Q1 2021 | 2 |
PPC | PILGRIMS PRIDE CORP | 2 | 2 | 0.96% | 1.34% | 1.73% | Q1 2022 | Q2 2022 | 2 |
PLD | PROLOGIS INC. | 2 | 2 | 1.21% | 1.25% | 1.30% | Q1 2022 | Q2 2022 | 2 |
HR | HEALTHCARE RLTY TR | 2 | 2 | 0.33% | 1.14% | 1.96% | Q1 2022 | Q2 2022 | 2 |
DBI | DESIGNER BRANDS INC | 2 | 2 | 1.12% | 1.14% | 1.16% | Q1 2021 | Q2 2021 | 2 |
EXPC | EXPERIENCE INVT CORP | 2 | 2 | 1.06% | 1.13% | 1.20% | Q4 2020 | Q1 2021 | 2 |
XLC | SELECT SECTOR SPDR TR | 2 | 2 | 0.63% | 1.10% | 1.58% | Q2 2023 | Q3 2023 | 2 |
HEALTHCARE RLTY TR | 1 | 1 | 0.34% | 1.09% | 1.84% | Q3 2022 | Q3 2023 | 2 | |
OSTK | OVERSTOCK COM INC DEL | 2 | 2 | 1.00% | 1.02% | 1.04% | Q2 2021 | Q3 2021 | 2 |
SDY | SPDR SER TR | 1 | 1 | 0.20% | 0.55% | 0.89% | Q4 2022 | Q2 2023 | 2 |
OMC | OMNICOM GROUP INC | 2 | 2 | 0.34% | 0.37% | 0.40% | Q1 2021 | Q2 2021 | 2 |
BKE | BUCKLE INC | 2 | 2 | 0.34% | 0.35% | 0.36% | Q3 2021 | Q4 2021 | 2 |
CMCSA | COMCAST CORP NEW | 2 | 2 | 0.27% | 0.33% | 0.39% | Q2 2023 | Q3 2023 | 2 |
VWO | VANGUARD INTL EQUITY I... | 2 | 2 | 0.31% | 0.33% | 0.34% | Q1 2021 | Q2 2021 | 2 |
TAXF | AMERICAN CENTY ETF TR | 2 | 2 | 0.32% | 0.33% | 0.33% | Q4 2022 | Q1 2023 | 2 |
SPHY | SPDR SER TR | 2 | 2 | 0.29% | 0.31% | 0.34% | Q2 2023 | Q3 2023 | 2 |
AMT | AMERICAN TOWER CORP NEW | 2 | 2 | 0.28% | 0.31% | 0.35% | Q2 2023 | Q3 2023 | 2 |
KMI | KINDER MORGAN INC DEL | 1 | 1 | 0.21% | 0.29% | 0.38% | Q2 2021 | Q3 2023 | 2 |
VV | VANGUARD INDEX FDS | 2 | 2 | 0.22% | 0.28% | 0.34% | Q3 2022 | Q4 2022 | 2 |
LYB | LYONDELLBASELL INDUSTR... | 2 | 2 | 0.23% | 0.27% | 0.32% | Q1 2022 | Q2 2022 | 2 |
EWA | ISHARES INC | 2 | 2 | 0.26% | 0.27% | 0.28% | Q1 2021 | Q2 2021 | 2 |
EDEN | ISHARES TR | 2 | 2 | 0.24% | 0.26% | 0.28% | Q2 2021 | Q3 2021 | 2 |
SIMPLIFY EXCHANGE TRAD... | 2 | 2 | 0.26% | 0.26% | 0.27% | Q1 2022 | Q2 2022 | 2 | |
EWD | ISHARES INC | 2 | 2 | 0.24% | 0.26% | 0.28% | Q2 2021 | Q3 2021 | 2 |
STAG | STAG INDL INC | 2 | 2 | 0.18% | 0.25% | 0.32% | Q2 2023 | Q3 2023 | 2 |
MAIN | MAIN STR CAP CORP | 2 | 2 | 0.17% | 0.22% | 0.28% | Q4 2021 | Q1 2022 | 2 |
GTY | GETTY RLTY CORP NEW | 2 | 2 | 0.21% | 0.21% | 0.22% | Q4 2022 | Q1 2023 | 2 |
KBWY | INVESCO EXCH TRADED FD... | 2 | 2 | 0.18% | 0.21% | 0.25% | Q2 2021 | Q3 2021 | 2 |
HD | HOME DEPOT INC | 2 | 2 | 0.18% | 0.20% | 0.22% | Q4 2021 | Q1 2022 | 2 |
SPSM | SPDR SER TR | 2 | 2 | 0.18% | 0.19% | 0.20% | Q1 2021 | Q2 2021 | 2 |
JPM | JPMORGAN CHASE & CO | 2 | 2 | 0.17% | 0.18% | 0.18% | Q1 2021 | Q2 2021 | 2 |
ORCC | OWL ROCK CAPITAL CORPO... | 2 | 2 | 0.14% | 0.16% | 0.18% | Q4 2021 | Q1 2022 | 2 |
HTGC | HERCULES CAPITAL INC | 2 | 2 | 0.13% | 0.15% | 0.18% | Q4 2021 | Q1 2022 | 2 |
BONDBLOXX ETF TRUST | 1 | 1 | 18.92% | 18.92% | 18.92% | Q1 2023 | Q1 2023 | 1 | |
ICSH | ISHARES TR | 1 | 1 | 14.09% | 14.09% | 14.09% | Q2 2022 | Q2 2022 | 1 |
SUB | ISHARES TR | 1 | 1 | 6.58% | 6.58% | 6.58% | Q3 2022 | Q3 2022 | 1 |
GSIE | GOLDMAN SACHS ETF TR | 1 | 1 | 6.45% | 6.45% | 6.45% | Q4 2021 | Q4 2021 | 1 |
SVOL | SIMPLIFY EXCHANGE TRAD... | 1 | 1 | 4.64% | 4.64% | 4.64% | Q3 2023 | Q3 2023 | 1 |
SIMPLIFY EXCHANGE TRAD... | 1 | 1 | 4.21% | 4.21% | 4.21% | Q2 2023 | Q2 2023 | 1 | |
IEI | ISHARES TR | 1 | 1 | 3.14% | 3.14% | 3.14% | Q1 2022 | Q1 2022 | 1 |
BLOK | AMPLIFY ETF TR | 1 | 1 | 2.76% | 2.76% | 2.76% | Q1 2022 | Q1 2022 | 1 |
GLDM | WORLD GOLD TR | 1 | 1 | 2.56% | 2.56% | 2.56% | Q2 2021 | Q2 2021 | 1 |
ITB | ISHARES TR | 1 | 1 | 2.43% | 2.43% | 2.43% | Q4 2021 | Q4 2021 | 1 |
XLP | SELECT SECTOR SPDR TR | 1 | 1 | 2.38% | 2.38% | 2.38% | Q4 2021 | Q4 2021 | 1 |
PXH | INVESCO EXCH TRADED FD... | 1 | 1 | 2.32% | 2.32% | 2.32% | Q1 2022 | Q1 2022 | 1 |
IIPR | INNOVATIVE INDL PPTYS INC | 1 | 1 | 2.26% | 2.26% | 2.26% | Q4 2020 | Q4 2020 | 1 |
GDX | VANECK ETF TRUST | 1 | 1 | 2.25% | 2.25% | 2.25% | Q1 2022 | Q1 2022 | 1 |
EIDO | ISHARES TR | 1 | 1 | 2.11% | 2.11% | 2.11% | Q1 2022 | Q1 2022 | 1 |
XBI | SPDR SER TR | 1 | 1 | 1.84% | 1.84% | 1.84% | Q4 2022 | Q4 2022 | 1 |
SAVE | SPIRIT AIRLS INC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q1 2021 | Q1 2021 | 1 |
XLY | SELECT SECTOR SPDR TR | 1 | 1 | 1.74% | 1.74% | 1.74% | Q4 2021 | Q4 2021 | 1 |
DDS | DILLARDS INC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q1 2021 | Q1 2021 | 1 |
FCN | FTI CONSULTING INC | 1 | 1 | 1.69% | 1.69% | 1.69% | Q4 2020 | Q4 2020 | 1 |
V | VISA INC | 1 | 1 | 1.68% | 1.68% | 1.68% | Q4 2021 | Q4 2021 | 1 |
GME | GAMESTOP CORP NEW | 1 | 1 | 1.60% | 1.60% | 1.60% | Q4 2020 | Q4 2020 | 1 |
SCHW | SCHWAB CHARLES CORP | 1 | 1 | 1.57% | 1.57% | 1.57% | Q2 2023 | Q2 2023 | 1 |
NSP | INSPERITY INC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q4 2020 | Q4 2020 | 1 |
PGRE | PARAMOUNT GROUP INC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q2 2022 | Q2 2022 | 1 |
EFNL | ISHARES TR | 1 | 1 | 1.47% | 1.47% | 1.47% | Q4 2020 | Q4 2020 | 1 |
MTCH | MATCH GROUP INC NEW | 1 | 1 | 1.36% | 1.36% | 1.36% | Q4 2020 | Q4 2020 | 1 |
XLF | SELECT SECTOR SPDR TR | 1 | 1 | 1.27% | 1.27% | 1.27% | Q1 2021 | Q1 2021 | 1 |
PLTM | GRANITESHARES PLATINUM TR | 1 | 1 | 1.21% | 1.21% | 1.21% | Q1 2022 | Q1 2022 | 1 |
PEP | PEPSICO INC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q2 2023 | Q2 2023 | 1 |
LVS | LAS VEGAS SANDS CORP | 1 | 1 | 1.12% | 1.12% | 1.12% | Q1 2021 | Q1 2021 | 1 |
GOOGL | ALPHABET INC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2020 | Q4 2020 | 1 |
CFLT | CONFLUENT INC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2021 | Q4 2021 | 1 |
CTK | COOTEK CAYMAN INC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2021 | Q1 2021 | 1 |
NSA | NATIONAL STORAGE AFFIL... | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
ANNALY CAPITAL MANAGEM... | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2022 | Q3 2022 | 1 | |
FNF | FIDELITY NATIONAL FINA... | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
MRK | MERCK & CO INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2022 | Q2 2022 | 1 |
RHP | RYMAN HOSPITALITY PPTY... | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q2 2023 | 1 |
SLG | SL GREEN RLTY CORP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
XLI | SELECT SECTOR SPDR TR | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
EXC | EXELON CORP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2020 | Q4 2020 | 1 |
MPWR | MONOLITHIC PWR SYS INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
USHY | ISHARES TR | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
EWO | ISHARES INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2021 | Q3 2021 | 1 |
EWY | ISHARES INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
RSX | VANECK VECTORS ETF TR | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
BKH | BLACK HILLS CORP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
USRT | ISHARES TR | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
LITMAN GREGORY FDS TR | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 | |
DLR | DIGITAL RLTY TR INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
NVDA | NVIDIA CORPORATION | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
EPHE | ISHARES TR | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
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The securities at the top of the list , including AMAZON COM INC, CANADIAN NAT RES LTD, and APPLE INC, are the highest-conviction holdings of PEAK FINANCIAL ADVISORS LLC.
The conviction is calculated by counting the number of quarters a security has been reported by PEAK FINANCIAL ADVISORS LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that PEAK FINANCIAL ADVISORS LLC owns currently or has owned in the past.