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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
XLUSelect Sector Spdr Tr
Recent Activity
Increased 0.65%
0.84%
$1.608M
21,247 shares@ $75.69 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 4.48%
0.83%
$1.581M
18,457 shares@ $85.66 avg price
FCTEEtf Opportunities Trust
Recent Activity
Increased 8.39%
0.49%
$926,142
35,717 shares@ $25.94 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 0.18%
0.45%
$865,160
4,111 shares@ $210.46 avg price
TAt&t Inc
Recent Activity
Increased 0.88%
0.31%
$595,502
26,153 shares@ $22.77 avg price
CODICompass Diversified
Recent Activity
Increased 1.64%
0.31%
$583,711
25,291 shares@ $23.08 avg price
ENBEnbridge Inc
Recent Activity
Increased 1.14%
0.28%
$523,374
12,335 shares@ $42.43 avg price
MOAltria Group Inc
Recent Activity
Increased 0.33%
0.28%
$520,401
9,952 shares@ $52.3 avg price
OMFOnemain Hldgs Inc
Recent Activity
Increased 3.35%
0.26%
$499,839
9,588 shares@ $52.14 avg price
WECWec Energy Group Inc
Recent Activity
Increased 0.99%
0.26%
$492,637
5,239 shares@ $94.04 avg price