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LORRAINE E. HAVERLEY

@Peak Financial Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$192.267MTotal holdings74
Assets growth rate-1.12%Assets growth rate (2-Q avg)5.23%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Peak Financial Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 74 positions.

Assets under management

The assets under management (AUM) of Peak Financial Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 192.267M in assets, with a quarterly growth rate of -1.12% and a 2-quarter average growth rate of 5.23%. The portfolio is managed by LORRAINE E. HAVERLEY, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MTBASimplify Exchange Traded Fun
Recent Activity
Decreased -8.38%
9.34%
$17.949M
361,213 shares@ $49.69 avg price
BUCKSimplify Exchange Traded Fun
Recent Activity
Increased 2.88%
6.7%
$12.877M
524,719 shares@ $24.55 avg price
GLDMWorld Gold Tr
Recent Activity
Decreased -0.35%
6.11%
$11.738M
225,780 shares@ $51.99 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 1540.97%
5.81%
$11.165M
161,947 shares@ $68.94 avg price
SVOLSimplify Exchange Traded Fun
Recent Activity
Increased 1.53%
5.27%
$10.122M
486,861 shares@ $20.8 avg price
CTASimplify Exchange Traded Fun
Recent Activity
Increased 3.11%
4.71%
$9.055M
324,683 shares@ $27.89 avg price
ANGLVaneck Etf Trust
Recent Activity
Increased 42.12%
4.25%
$8.157M
284,503 shares@ $28.67 avg price
INDAIshares Tr
Recent Activity
Increased 1.23%
3.39%
$6.508M
123,638 shares@ $52.65 avg price
EMBIshares Tr
Recent Activity
Decreased -0.18%
3.23%
$6.191M
69,531 shares@ $89.04 avg price
AAPLApple Inc
Recent Activity
Increased 247.18%
2.2%
$4.228M
16,883 shares@ $250.43 avg price