Fund HoldingsPEAK FINANCIAL ADVISORS LLC

Total Portfolio Value
$194.46M
Total Bought
$72.66M
Total Sold
$55.39M
Net Transaction
+$17.27M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
SIMPLIFY EXCHANGE TRADED FUN
TREASURY OPT INC
250,994510,063+259,0696,17912,5376.45%+6,358
VANECK ETF TRUST
FALLEN ANGEL HG
0200,192+200,19205,8883.03%+5,888
HUBBELL INC(HUBB)07,908+7,90803,3871.74%+3,387
TRACTOR SUPPLY CO(TSCO)011,376+11,37603,3101.70%+3,310
ARISTA NETWORKS INC08,571+8,57103,2901.69%+3,290
ALPHABET INC(GOOG)019,295+19,29503,2001.65%+3,200
APPLIED MATLS INC015,827+15,82703,1981.64%+3,198
METTLER TOLEDO INTERNATIONAL(MTD)02,080+2,08003,1191.60%+3,119
SYNOPSYS INC(SNPS)06,106+6,10603,0921.59%+3,092
DECKERS OUTDOOR CORP(DECK)019,254+19,25403,0701.58%+3,070
HP INC(HPQ)085,556+85,55603,0691.58%+3,069
KLA CORP(KLAC)03,922+3,92203,0371.56%+3,037
GENERAL DYNAMICS CORP(GD)010,001+10,00103,0221.55%+3,022
MICROSOFT CORP(MSFT)7767,757+6,9813473,3381.72%+2,991
DOMINOS PIZZA INC(DPZ)06,937+6,93702,9841.53%+2,984
AMERICAN EXPRESS CO(AXP)010,836+10,83602,9391.51%+2,939
NETAPP INC(NTAP)023,763+23,76302,9351.51%+2,935
MCKESSON CORP(MCK)05,270+5,27002,6061.34%+2,606
NETFLIX INC(NFLX)03,140+3,14002,2271.15%+2,227
WORLD GOLD TR(GLDM)222,625226,582+3,95710,26111,8126.07%+1,551
PULTE GROUP INC(PHM)25,94627,709+1,7632,8573,9772.05%+1,120
ETF OPPORTUNITIES TRUST
SMI FULL ETF
032,954+32,95409130.47%+913
SIMPLIFY EXCHANGE TRADED FUN
MBS ETF
389,593394,281+4,68819,62020,29810.44%+678
SIMPLIFY EXCHANGE TRADED FUN
VOLATILITY PREM
438,913479,555+40,6429,85810,5315.42%+673
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
284,850314,910+30,0607,6688,1884.21%+520
META PLATFORMS INC(META)6,2446,320+763,1483,6181.86%+469
GRAINGER W W INC(GWW)2,9463,010+642,6583,1271.61%+469
SELECT SECTOR SPDR TR
ST STR CARE ETF
02,308+2,30803550.18%+355
ISHARES TR
MSCI INDIA ETF
122,371122,147-2246,8267,1493.68%+323
ISHARES TR
MSCI USA QLT FCT
12,12413,247+1,1232,0702,3751.22%+305
ISHARES TR70,47369,657-8166,2356,5193.35%+283
SELECT SECTOR SPDR TR
ST STR UTIL ETF
21,01021,111+1011,4321,7050.88%+274
AMERICAN HEALTHCARE REIT INC(AHR)31,12626,927-4,1994557030.36%+248
HEICO CORP NEW01,024+1,02402090.11%+209
VANECK ETF TRUST
MRNGSTR WDE MOAT
45,85543,064-2,7913,9724,1752.15%+204
ILLINOIS TOOL WKS INC(ITW)0772+77202020.10%+202
MARTIN MARIETTA MATLS INC(MLM)5,0025,284+2822,7102,8441.46%+134
COSTCO WHSL CORP NEW(COST)3,5383,527-113,0073,1271.61%+120
BOISE CASCADE CO DEL(BCC)3,1683,458+2903784880.25%+110
APPLE INC(AAPL)4,8684,863-51,0251,1330.58%+108
WEC ENERGY GROUP INC(WEC)5,1255,188+634024990.26%+97
GILEAD SCIENCES INC(GILD)6,0456,031-144155060.26%+91
MOELIS & CO(MC)8,7498,497-2524975820.30%+85
HEALTHCARE RLTY TR(HR)25,86727,396+1,5294264970.26%+71
VICI PPTYS INC(VICI)14,88514,900+154264960.26%+70
AMERICAN TOWER CORP NEW(AMT)2,4182,318-1004705390.28%+69
NNN REIT INC(NNN)11,23811,234-44795450.28%+66
NATIONAL STORAGE AFFILIATES(NSA)12,68812,198-4905235880.30%+65
AT&T INC(T)26,56525,925-6405085700.29%+63
SABA CAPITAL INCOME & OPRNT57,49361,148+3,6554054640.24%+59
ENBRIDGE INC(ENB)12,34012,197-1434394950.25%+56
KINDER MORGAN INC DEL(KMI)24,49624,208-2884875350.27%+48
STARWOOD PPTY TR INC(STWD)21,88222,265+3834144540.23%+39
SELECT SECTOR SPDR TR
ST STR FINL ETF
17,75516,926-8297307670.39%+37
STAG INDL INC(STAG)12,07612,059-174354710.24%+36
COMPASS DIVERSIFIED23,55924,883+1,3245165510.28%+35
SPDR SER TR
ST PORT HIGH ETF
14,23215,099+8673313630.19%+33
ALTRIA GROUP INC(MO)10,4759,920-5554775060.26%+29
SELECT SECTOR SPDR TR
ST STR SVC ETF
5,4885,48804704960.26%+26
UNION PAC CORP(UNP)1,2841,28402913160.16%+26
THERMO FISHER SCIENTIFIC INC(TMO)36936902042280.12%+24
ONEMAIN HLDGS INC(OMF)8,6309,278+6484184370.22%+18
ISHARES TR9811,001+203583760.19%+18
SONO TEK CORP14,52114,521056590.03%+2
SELECT SECTOR SPDR TR
ST STR ENERG ETF
17,01717,666+6491,5511,5510.80%-0
NVIDIA CORPORATION(NVDA)3,1183,111-73853780.19%-7
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
4,2504,104-1468388240.42%-13
J P MORGAN EXCHANGE TRADED F
BETABULDRS JAPAN
94,78589,306-5,4795,3495,2942.72%-55
SPDR SER TR
ST STR AGGRE ETF
11,4158,128-3,2872862120.11%-74
SPDR SER TR
ST STR P500ETF
11,9549,869-2,0857656660.34%-99
AMAZON COM INC(AMZN)16,72916,737+83,2333,1191.60%-114
GLOBAL X FDS
GLOBAL X URANIUM
70,07965,347-4,7322,0291,8700.96%-159
CANADIAN NAT RES LTD(CNQ)77,07277,702+6302,7442,5801.33%-163
LAM RESEARCH CORP(LRCX)2,9743,587+6133,1672,9271.51%-240
ISHARES TR3,3420-3,3423380-338
MICRON TECHNOLOGY INC(MU)11,5260-11,5261,5160-1,516
VISA INC(V)9,2020-9,2022,4150-2,415
CBOE GLOBAL MKTS INC(CBOE)15,1020-15,1022,5680-2,568
SHERWIN WILLIAMS CO(SHW)8,6770-8,6772,5890-2,589
FASTENAL CO(FAST)42,0620-42,0622,6430-2,643
CARDINAL HEALTH INC(CAH)27,3700-27,3702,6910-2,691
D R HORTON INC(DHI)19,3820-19,3822,7320-2,732
BROADRIDGE FINL SOLUTIONS IN(BR)14,0180-14,0182,7620-2,762
UNITED RENTALS INC(URI)4,3100-4,3102,7870-2,787
AUTOZONE INC(AZO)9500-9502,8160-2,816
CORPAY INC(CPAY)10,6670-10,6672,8420-2,842
CDW CORP(CDW)12,7480-12,7482,8540-2,854
REPUBLIC SVCS INC(RSG)15,1430-15,1432,9430-2,943
ACCENTURE PLC IRELAND
SHS CLASS A
9,7860-9,7862,9690-2,969
SIMON PPTY GROUP INC NEW(SPG)19,6330-19,6332,9800-2,980
HOME DEPOT INC(HD)8,7910-8,7913,0260-3,026
ELI LILLY & CO(LLY)3,6840-3,6843,3350-3,335
SIMPLIFY EXCHANGE TRADED FUN
ENHANCED INM ETF
256,8710-256,8716,2420-6,242
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