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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
MCMoelis & Co
Recent Activity
Decreased -1.57%
0.33%
$617,849
8,363 shares@ $73.88 avg price
GILDGilead Sciences Inc
Recent Activity
Decreased -1.5%
0.29%
$548,650
5,940 shares@ $92.37 avg price
NSANational Storage Affiliates
Recent Activity
Decreased -1.88%
0.24%
$453,708
11,968 shares@ $37.92 avg price
AMTAmerican Tower Corp New
Recent Activity
Decreased -1.55%
0.22%
$418,561
2,282 shares@ $183.42 avg price
IWFIshares Tr
Recent Activity
Decreased -8.89%
0.2%
$366,241
912 shares@ $401.59 avg price
SPHYSpdr Ser Tr
Recent Activity
Decreased -1.55%
0.19%
$348,858
14,864 shares@ $23.47 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -90.09%
0.17%
$323,712
768 shares@ $421.5 avg price
HRHealthcare Rlty Tr
Recent Activity
Decreased -60.99%
0.1%
$181,104
10,685 shares@ $16.95 avg price