LORRAINE E. HAVERLEY

@Peak Financial Advisors Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$192.267M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MCKMckesson Corp Recent Activity Exited	0%	$2.606M 5,270 shares@ $494.42 avg price	Exited
XLVSelect Sector Spdr Tr Recent Activity Exited	0%	$355,478 2,308 shares@ $154.02 avg price	Exited
TMOThermo Fisher Scientific Inc Recent Activity Exited	0%	$228,252 369 shares@ $618.57 avg price	Exited
HEI.AHeico Corp New Recent Activity Exited	0%	$208,650 1,024 shares@ $203.76 avg price	Exited
ITWIllinois Tool Wks Inc Recent Activity Exited	0%	$202,318 772 shares@ $262.07 avg price	Exited