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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
CNQCanadian Nat Res Ltd
Recent Activity
Decreased -1.29%
1.24%
$2.368M
76,696 shares@ $30.88 avg price
BBJPJ P Morgan Exchange Traded F
Recent Activity
Decreased -52.25%
1.22%
$2.341M
42,643 shares@ $54.9 avg price
URAGlobal X Fds
Recent Activity
Decreased -0.1%
0.91%
$1.748M
65,279 shares@ $26.79 avg price
GDGeneral Dynamics Corp
Recent Activity
Decreased -54.09%
0.63%
$1.21M
4,591 shares@ $263.5 avg price
AMATApplied Matls Inc
Recent Activity
Decreased -57.8%
0.57%
$1.086M
6,678 shares@ $162.63 avg price
MTDMettler Toledo International
Recent Activity
Decreased -58.7%
0.55%
$1.051M
859 shares@ $1223.68 avg price
KLACKla Corp
Recent Activity
Decreased -58.69%
0.54%
$1.021M
1,620 shares@ $630.12 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Decreased -0.4%
0.43%
$814,698
16,857 shares@ $48.33 avg price
AHRAmerican Healthcare Reit Inc
Recent Activity
Decreased -6.73%
0.38%
$713,722
25,113 shares@ $28.43 avg price
KMIKinder Morgan Inc Del
Recent Activity
Decreased -0.98%
0.35%
$656,737
23,969 shares@ $27.4 avg price