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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
HUBBHubbell Inc
Recent Activity
Exited
0%
$3.387M
7,908 shares@ $428.36 avg price
TSCOTractor Supply Co
Recent Activity
Exited
0%
$3.31M
11,376 shares@ $290.94 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$3.29M
8,571 shares@ $383.82 avg price
GWWGrainger W W Inc
Recent Activity
Exited
0%
$3.127M
3,010 shares@ $1038.81 avg price
SNPSSynopsys Inc
Recent Activity
Exited
0%
$3.092M
6,106 shares@ $506.39 avg price
DECKDeckers Outdoor Corp
Recent Activity
Exited
0%
$3.07M
19,254 shares@ $159.45 avg price
HPQHp Inc
Recent Activity
Exited
0%
$3.069M
85,556 shares@ $35.88 avg price
DPZDominos Pizza Inc
Recent Activity
Exited
0%
$2.984M
6,937 shares@ $430.14 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$2.927M
3,587 shares@ $816.09 avg price
MLMMartin Marietta Matls Inc
Recent Activity
Exited
0%
$2.844M
5,284 shares@ $538.25 avg price