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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
TSM +2,500+$340
MRK +2,521+$333
NVO +2,192+$281
CRWD +821+$263
XLI +2,050+$258
DAL +5,134+$246
VRTX +560+$234
ABBV +1,274+$232
XLE +2,340+$221
CAT +600+$220
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
CVX -1,617-$241
LADR -19,826-$228
JPM -1,340-$228
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
COMT +13,900+$784
VXUS +8,349+$1,817
SPEM +7,902+$457
SCHZ +5,895+$208
PICB +5,367-$110
SHYG +4,292+$249
USRT +4,292+$189
ILTB +4,017-$28
SCHP +3,871+$192
EPI +3,763+$177
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
RSPH -5,590+$511
AAPL -5,513-$2,027
SCHF -3,190+$63
GOOGL -2,090-$243
BWX -2,012-$295
VWO -1,709-$54
SCHX -1,406+$328
RSPM -1,140+$64
SCHC -1,135-$21
Peak Financial Management Inc. Info
Size ($ in 1000's)
At 03/31/2024: $315,492
At 12/31/2023: $297,679

Peak Financial Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Peak Financial Management Inc. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Peak Financial Management Inc.
As of  03/31/2024, we find all stocks held by Peak Financial Management Inc. to be as follows, presented in the table below with each row detailing each Peak Financial Management Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Peak Financial Management Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Peak Financial Management Inc. as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
VANGUARD STAR FDS (VXUS) 569,603 +8,349 $34,347
     VXUS569,603+8,349$34,347
VANGUARD INDEX FDS (VTI) 103,276 -275 $26,841
     VTI103,276-275$26,841
SPDR INDEX SHS FDS (SPGM) 373,208 +2,969 $22,273
     SPGM373,208+2,969$22,273
VANGUARD INDEX FDS (VOO) 35,545 -1,057 $17,087
     VOO35,545-1,057$17,087
SCHWAB STRATEGIC TR 234,881 +3,871 $12,251
     SCHP234,881+3,871$12,251
INVESCO EXCHANGE TRADED FD T (RSPH) 336,864 -5,590 $10,709
     RSPH336,864-5,590$10,709
ISHARES TR (AGG) 108,367 -187 $10,613
     AGG108,367-187$10,613
SCHWAB STRATEGIC TR 122,341 -356 $9,962
     SCHM122,341-356$9,962
VANGUARD SCOTTSDALE FDS (VCIT) 115,640 +3,112 $9,310
     VCIT115,640+3,112$9,310
INVESCO EXCHANGE TRADED FD T (RPV) 100,726 -558 $8,908
     RPV100,726-558$8,908
ISHARES TR (SHYG) 206,450 +4,292 $8,784
     SHYG206,450+4,292$8,784
ISHARES TR (ILTB) 162,533 +4,017 $8,307
     ILTB162,533+4,017$8,307
SPDR INDEX SHS FDS (SPEM) 227,030 +7,902 $8,216
     SPEM227,030+7,902$8,216
SCHWAB STRATEGIC TR 131,734 +2,823 $8,042
     SCHB131,734+2,823$8,042
APPLE INC 45,866 -5,513 $7,865
     AAPL45,866-5,513$7,865
FIDELITY COVINGTON TRUST 150,186 +1,918 $7,865
     FMAT150,186+1,918$7,865
INVESCO EXCH TRADED FD TR II (PICB) 341,199 +5,367 $7,631
     PICB341,199+5,367$7,631
ABRDN PRECIOUS METALS BASKET 78,510 +1,607 $7,498
     GLTR78,510+1,607$7,498
ISHARES TR (IJR) 65,132 +1,275 $7,198
     IJR65,132+1,275$7,198
ISHARES U S ETF TR (COMT) 225,851 +13,900 $6,098
     COMT225,851+13,900$6,098
SPDR SER TR (BWX) 263,939 -2,012 $5,870
     BWX263,939-2,012$5,870
ISHARES TR (ACWI) 47,654 -348 $5,248
     ACWI47,654-348$5,248
SCHWAB STRATEGIC TR 106,897 +5,895 $4,917
     SCHZ106,897+5,895$4,917
ISHARES TR (USRT) 89,746 +4,292 $4,828
     USRT89,746+4,292$4,828
SCHWAB STRATEGIC TR 72,078 -1,406 $4,473
     SCHX72,078-1,406$4,473
ISHARES TR (TIP) 35,093 -194 $3,769
     TIP35,093-194$3,769
SCHWAB STRATEGIC TR 87,775 -3,190 $3,425
     SCHF87,775-3,190$3,425
NVIDIA CORPORATION 3,181 +511 $2,874
     NVDA3,181+511$2,874
ISHARES TR (IEFA) 36,621 -368 $2,718
     IEFA36,621-368$2,718
ISHARES TR (IVV) 3,776 -207 $1,985
     IVV3,776-207$1,985
ISHARES TR (ITOT) 17,028 +19 $1,963
     ITOT17,028+19$1,963
SPROTT PHYSICAL GOLD & SILVE 78,050 UNCH $1,588
     CEF78,050UNCH$1,588
ISHARES TR (STIP) 14,559 +130 $1,448
     STIP14,559+130$1,448
MICROSOFT CORP 3,295 -514 $1,386
     MSFT3,295-514$1,386
INVESCO EXCHANGE TRADED FD T (RSPM) 38,045 -1,140 $1,382
     RSPM38,045-1,140$1,382
VANGUARD TAX MANAGED FDS (VEA) 26,881 UNCH $1,349
     VEA26,881UNCH$1,349
SSGA ACTIVE ETF TR (TOTL) 31,054 +1,477 $1,244
     TOTL31,054+1,477$1,244
BARCLAYS BANK PLC 38,796 -1,020 $1,207
     DJP38,796-1,020$1,207
VANGUARD INTL EQUITY INDEX F (VWO) 24,049 -1,709 $1,005
     VWO24,049-1,709$1,005
VANGUARD INDEX FDS (VTV) 6,051 +363 $985
     VTV6,051+363$985
AMAZON COM INC 5,120 -311 $924
     AMZN5,120-311$924
ISHARES TR (TLH) 7,915 +3 $831
     TLH7,915+3$831
ALPHABET INC 5,328 -370 $811
     GOOG5,328-370$811
ISHARES TR (ESGD) 9,907 +824 $792
     ESGD9,907+824$792
SCHWAB STRATEGIC TR 20,103 -1,135 $720
     SCHC20,103-1,135$720
INVESCO QQQ TR 1,615 -164 $717
     QQQ1,615-164$717
ALPHABET INC 4,378 -2,090 $661
     GOOGL4,378-2,090$661
COSTCO WHSL CORP NEW 886 +300 $649
     COST886+300$649
ISHARES TR (DSI) 6,290 -20 $634
     DSI6,290-20$634
RTX CORPORATION 6,261 +11 $611
     RTX6,261+11$611
ISHARES TR (LQD) 5,550 -35 $604
     LQD5,550-35$604
SELECT SECTOR SPDR TR (XLV) 3,835 -130 $567
     XLV3,835-130$567
ISHARES TR (SUSA) 4,730 +106 $516
     SUSA4,730+106$516
ELI LILLY & CO 653 +263 $508
     LLY653+263$508
ADVANCED MICRO DEVICES INC 2,560 +961 $462
     AMD2,560+961$462
HUBSPOT INC 730 -41 $457
     HUBS730-41$457
VERIZON COMMUNICATIONS INC 10,553 -797 $443
     VZ10,553-797$443
ISHARES TR (ESGU) 3,754 +56 $432
     ESGU3,754+56$432
ISHARES TR (SUSC) 18,098 +2,940 $416
     SUSC18,098+2,940$416
PROCTER AND GAMBLE CO 2,455 UNCH $398
     PG2,455UNCH$398
EXXON MOBIL CORP 3,329 -147 $387
     XOM3,329-147$387
WISDOMTREE TR 8,818 +3,763 $384
     EPI8,818+3,763$384
SPROTT PHYSICAL GOLD TR 22,000 UNCH $381
     PHYS22,000UNCH$381
BOEING CO 1,890 +250 $365
     BA1,890+250$365
VANGUARD INDEX FDS (VNQ) 4,139 +405 $358
     VNQ4,139+405$358
BLACKSTONE INC 2,655 +513 $349
     BX2,655+513$349
TAIWAN SEMICONDUCTOR MFG LTD 2,500 +2,500 $340
     TSM2,500+2,500$340
ISHARES TR (EFAV) 4,736 -142 $336
     EFAV4,736-142$336
MERCK & CO INC 2,521 +2,521 $333
     MRK2,521+2,521$333
LEMAITRE VASCULAR INC 4,865 UNCH $323
     LMAT4,865UNCH$323
VANECK ETF TRUST (IHY) 15,563 -388 $322
     IHY15,563-388$322
META PLATFORMS INC 603 -100 $293
     META603-100$293
BERKSHIRE HATHAWAY INC DEL      $291
     BRK.B693+40$291
TJX COS INC NEW 2,825 +400 $287
     TJX2,825+400$287
NOVO NORDISK A S 2,192 +2,192 $281
     NVO2,192+2,192$281
CROWDSTRIKE HLDGS INC 821 +821 $263
     CRWD821+821$263
ISHARES TR (IWS) 2,100 UNCH $263
     IWS2,100UNCH$263
SELECT SECTOR SPDR TR (XLI) 2,050 +2,050 $258
     XLI2,050+2,050$258
DELTA AIR LINES INC DEL 5,134 +5,134 $246
     DAL5,134+5,134$246
BROADCOM INC 185 -30 $245
     AVGO185-30$245
FIRST TR VALUE LINE DIVID IN (FVD) 5,800 UNCH $245
     FVD5,800UNCH$245
ISHARES TR (ESML) 6,024 +175 $243
     ESML6,024+175$243
VERTEX PHARMACEUTICALS INC 560 +560 $234
     VRTX560+560$234
BOSTON SCIENTIFIC CORP 3,399 -655 $233
     BSX3,399-655$233
TESLA INC 1,323 -675 $233
     TSLA1,323-675$233
ABBVIE INC 1,274 +1,274 $232
     ABBV1,274+1,274$232
VANGUARD MUN BD FDS (VTEB) 4,380 UNCH $222
     VTEB4,380UNCH$222
SELECT SECTOR SPDR TR (XLE) 2,340 +2,340 $221
     XLE2,340+2,340$221
CATERPILLAR INC 600 +600 $220
     CAT600+600$220
GENERAL ELECTRIC CO 1,254 +1,254 $220
     GE1,254+1,254$220
HOLOGIC INC 2,784 +2,784 $217
     HOLX2,784+2,784$217
SCHWAB STRATEGIC TR 4,311 -161 $212
     SCHA4,311-161$212
SCHWAB STRATEGIC TR 2,635 +2,635 $212
     SCHD2,635+2,635$212
ISHARES INC (ESGE) 6,524 +204 $210
     ESGE6,524+204$210
DUPONT DE NEMOURS INC 2,715 +66 $208
     DD2,715+66$208
JOHNSON & JOHNSON 1,286 +1,286 $203
     JNJ1,286+1,286$203
CHEVRON CORP NEW $0 (exited)
     CVX0-1,617$0
JPMORGAN CHASE & CO $0 (exited)
     JPM0-1,340$0
LADDER CAP CORP 0 -19,826 $0 (exited)
     LADR0-19,826$0

See Summary: Peak Financial Management Inc. Top Holdings
See Details: Top 10 Stocks Held By Peak Financial Management Inc.

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