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
BRWSaba Capital Income & Oprnt Recent Activity Increased 0.06%	0.25%	$466,181 61,179 shares@ $7.62 avg price	Increased 0.06%
NNNNnn Reit Inc Recent Activity Increased 0.38%	0.24%	$460,620 11,276 shares@ $40.85 avg price	Increased 0.38%
VICIVici Pptys Inc Recent Activity Increased 2.01%	0.24%	$443,969 15,199 shares@ $29.22 avg price	Increased 2.01%
NVDANvidia Corporation Recent Activity Increased 3.8%	0.23%	$433,622 3,229 shares@ $134.29 avg price	Increased 3.8%
STWDStarwood Ppty Tr Inc Recent Activity Increased 0.99%	0.23%	$426,096 22,485 shares@ $18.96 avg price	Increased 0.99%
STAGStag Indl Inc Recent Activity Increased 2.96%	0.22%	$419,875 12,415 shares@ $33.82 avg price	Increased 2.96%
SPABSpdr Ser Tr Recent Activity Increased 37.55%	0.15%	$279,388 11,180 shares@ $24.99 avg price	Increased 37.55%