test

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
GLDMWorld Gold Tr
Recent Activity
Decreased -0.35%
6.11%
$11.738M
225,780 shares@ $51.99 avg price
EMBIshares Tr
Recent Activity
Decreased -0.18%
3.23%
$6.191M
69,531 shares@ $89.04 avg price
MOATVaneck Etf Trust
Recent Activity
Decreased -0.51%
2.07%
$3.973M
42,842 shares@ $92.73 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -0.88%
1.91%
$3.668M
6,264 shares@ $585.52 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.25%
1.9%
$3.643M
19,246 shares@ $189.31 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -2.15%
1.87%
$3.593M
16,377 shares@ $219.39 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -1.41%
1.66%
$3.186M
3,477 shares@ $916.31 avg price
AXPAmerican Express Co
Recent Activity
Decreased -1.29%
1.66%
$3.175M
10,696 shares@ $296.8 avg price
PHMPulte Group Inc
Recent Activity
Decreased -0.89%
1.56%
$2.99M
27,460 shares@ $108.9 avg price