The Analysis of Peak Retirement Planning, Inc.'s Holdings
Currently, Peak Retirement Planning, Inc. holds 143 types of securities in its portfolio with a total value $427.1M. In the most recent quarter, they have increased their positions in N/A (+37.7K shares, valued at $23.1M), GLDM (+170.3K shares, valued at $14.5M), XLE (+236.2K shares, valued at $10.6M); decreased their positions in N/A (-7.9K shares, valued at $5.0M), XLY (-40.8K shares, valued at $4.9M), VOT (-9.7K shares, valued at $2.7M); initiated new positions in XLE (+236.2K shares, valued at $10.6M), MU (+10.9K shares, valued at $3.1M), ELAN (+121.8K shares, valued at $2.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SGOV iShares 0-3 Month Treasury Bond ETF572.3K shares9.09%2025-12-312026-02-10
VEA Vanguard FTSE Developed Markets ETF366.5K shares38.63%2025-12-312026-02-10 VWO Vanguard FTSE Emerging Markets ETF360.7K shares75.03%2025-12-312026-02-10 GLDM SPDR Gold MiniShares Trust178.1K shares2168.57%2025-12-312026-02-10 VUG Vanguard Growth ETF23.3K shares7.82%2025-12-312026-02-10 XLC State Street Communication Services Select Sector SPDR ETF90.3K shares-6.88%2025-12-312026-02-10 XLE State Street Energy Select Sector SPDR ETF236.2K sharesnew addition2025-12-312026-02-10 XLB State Street Materials Select Sector SPDR ETF231.0K shares94.74%2025-12-312026-02-10 XLRE State Street Real Estate Select Sector SPDR ETF255.8K shares0.30%2025-12-312026-02-10 XLP State Street Consumer Staples Select Sector SPDR ETF127.4K shares4577.56%2025-12-312026-02-10 VBR Vanguard Small-Cap Value ETF34.7K shares9.11%2025-12-312026-02-10 NVDA NVIDIA Corporation - Common Stock33.7K shares134.70%2025-12-312026-02-10 VTV Vanguard Value ETF32.4K shares14.44%2025-12-312026-02-10 VTI Vanguard Total Stock Market ETF17.1K shares-2.28%2025-12-312026-02-10 VBK Vanguard Small-Cap Growth ETF16.4K shares0.95%2025-12-312026-02-10 MSFT Microsoft Corporation - Common Stock10.1K shares33.76%2025-12-312026-02-10 VOT Vanguard Mid-Cap Growth ETF16.7K shares-36.75%2025-12-312026-02-10 VOE Vanguard Mid-Cap Value ETF25.9K shares69.77%2025-12-312026-02-10 VNQ Vanguard Real Estate ETF47.5K shares59.40%2025-12-312026-02-10 AAPL Apple Inc. - Common Stock13.9K shares5.69%2025-12-312026-02-10 ABT Abbott Laboratories Common Stock26.0K shares34.03%2025-12-312026-02-10 MU Micron Technology, Inc. - Common Stock10.9K sharesnew addition2025-12-312026-02-10 DECK Deckers Outdoor Corporation Common Stock27.9K shares52.30%2025-12-312026-02-10 MMSI Merit Medical Systems, Inc. - Common Stock32.5K shares35.42%2025-12-312026-02-10 THC Tenet Healthcare Corporation Common Stock14.4K shares21.47%2025-12-312026-02-10 PANW Palo Alto Networks, Inc. - Common Stock15.5K shares33.35%2025-12-312026-02-10 CHWY Chewy, Inc. Class A Common Stock86.1K shares63.59%2025-12-312026-02-10 APP Applovin Corporation - Class A Common Stock4.2K shares-5.40%2025-12-312026-02-10 CHTR Charter Communications, Inc. - Class A Common Stock13.5K shares68.68%2025-12-312026-02-10 PHM PulteGroup, Inc. Common Stock24.0K shares44.43%2025-12-312026-02-10 ZM Zoom Communications, Inc. - Class A Common Stock32.6K shares23.82%2025-12-312026-02-10 NBIX Neurocrine Biosciences, Inc. - Common Stock19.6K shares33.35%2025-12-312026-02-10 RL Ralph Lauren Corporation Common Stock7.9K shares14.60%2025-12-312026-02-10 FLEX Flex Ltd. - Ordinary Shares46.0K shares13.74%2025-12-312026-02-10 PODD Insulet Corporation - Common Stock9.7K shares52.70%2025-12-312026-02-10 MPWR Monolithic Power Systems, Inc. - Common Stock3.0K shares18.01%2025-12-312026-02-10 ELAN Elanco Animal Health Incorporated Common Stock121.8K sharesnew addition2025-12-312026-02-10 PINS Pinterest, Inc. Class A Common Stock106.4K shares85.04%2025-12-312026-02-10 EXEL Exelixis, Inc. - Common Stock62.5K shares10.68%2025-12-312026-02-10 UTHR United Therapeutics Corporation - Common Stock5.6K sharesnew addition2025-12-312026-02-10 HIMS Hims & Hers Health, Inc. Class A Common Stock82.6K shares64.82%2025-12-312026-02-10 PG Procter & Gamble Company (The) Common Stock18.2K shares49.97%2025-12-312026-02-10 JPM JP Morgan Chase & Co. Common Stock8.1K shares7.70%2025-12-312026-02-10 JNJ Johnson & Johnson Common Stock11.4K shares1.15%2025-12-312026-02-10 PEP PepsiCo, Inc. - Common Stock14.9K shares14.78%2025-12-312026-02-10 CL Colgate-Palmolive Company Common Stock27.0K shares20.31%2025-12-312026-02-10 VZ Verizon Communications Inc. Common Stock52.1K shares23.56%2025-12-312026-02-10 MO Altria Group, Inc.36.3K shares30.08%2025-12-312026-02-10 FOXA Fox Corporation - Class A Common Stock28.3K shares-4.59%2025-12-312026-02-10 ITW Illinois Tool Works Inc. Common Stock8.3K shares22.22%2025-12-312026-02-10 GILD Gilead Sciences, Inc. - Common Stock16.6K shares8.48%2025-12-312026-02-10 KMB Kimberly-Clark Corporation - Common Stock20.2K shares42.99%2025-12-312026-02-10 VIG Vanguard Div Appreciation ETF9.3K shares29.17%2025-12-312026-02-10 EOG EOG Resources, Inc. Common Stock19.3K shares35.08%2025-12-312026-02-10 USB U.S. Bancorp Common Stock38.0K shares4.40%2025-12-312026-02-10 CMCSA Comcast Corporation - Class A Common Stock67.8K shares35.64%2025-12-312026-02-10 TROW T. Rowe Price Group, Inc. - Common Stock19.7K shares23.86%2025-12-312026-02-10 KHC The Kraft Heinz Company - Common Stock83.0K shares30.58%2025-12-312026-02-10 CME CME Group Inc. - Class A Common Stock7.4K shares15.89%2025-12-312026-02-10 CBOE Cboe Global Markets, Inc. Common Stock8.0K shares7.03%2025-12-312026-02-10 CF CF Industries Holdings, Inc. Common Stock26.0K shares28.23%2025-12-312026-02-10 CAG ConAgra Brands, Inc. Common Stock115.7K shares26.57%2025-12-312026-02-10 SNA Snap-On Incorporated Common Stock5.8K shares7.30%2025-12-312026-02-10 GIS General Mills, Inc. Common Stock43.0K shares21.39%2025-12-312026-02-10 VICI VICI Properties Inc. Common Stock71.0K shares35.52%2025-12-312026-02-10 AVY Avery Dennison Corporation Common Stock10.8K sharesnew addition2025-12-312026-02-10 AMZN Amazon.com, Inc. - Common Stock6.9K shares6.38%2025-12-312026-02-10 VO Vanguard Mid-Cap ETF5.4K shares61.20%2025-12-312026-02-10 VB Vanguard Small-Cap ETF5.8K shares70.21%2025-12-312026-02-10 UPS United Parcel Service, Inc. Common Stock13.5K sharesnew addition2025-12-312026-02-10 SPY State Street SPDR S&P 500 ETF Trust1.9K shares138.78%2025-12-312026-02-10 VYM Vanguard High Dividend Yield ETF7.9K shares176.52%2025-12-312026-02-10 AEP American Electric Power Company, Inc. - Common Stock8.3K shares-1.70%2025-12-312026-02-10 META Meta Platforms, Inc. - Class A Common Stock1.4K shares44.13%2025-12-312026-02-10 VGT Vanguard Information Tech ETF1.2K shares-3.15%2025-12-312026-02-10 IVV iShares Core S&P 500 ETF1.2K shares-2.18%2025-12-312026-02-10 XOM Exxon Mobil Corporation Common Stock6.8K shares0.88%2025-12-312026-02-10 VV Vanguard Large-Cap ETF2.5K shares80.89%2025-12-312026-02-10 VXUS Vanguard Total International Stock ETF10.4K sharesnew addition2025-12-312026-02-10 LLY Eli Lilly and Company Common Stock643 shares15.44%2025-12-312026-02-10 GEV GE Vernova Inc. Common Stock1.0K shares7.77%2025-12-312026-02-10 BND Vanguard Total Bond Market ETF9.0K shares21.29%2025-12-312026-02-10 WFC Wells Fargo & Company Common Stock6.9K shares-4.10%2025-12-312026-02-10 SLV iShares Silver Trust9.9K sharesnew addition2025-12-312026-02-10 HD Home Depot, Inc. (The) Common Stock1.8K shares9.25%2025-12-312026-02-10 MTG MGIC Investment Corporation Common Stock21.6K sharesnew addition2025-12-312026-02-10 TSLA Tesla, Inc. - Common Stock1.4K shares24.93%2025-12-312026-02-10 XLY State Street Consumer Discretionary Select Sector SPDR ETF5.1K shares-88.86%2025-12-312026-02-10 VTEB Vanguard Tax-Exempt Bond ETF11.6K shares-24.32%2025-12-312026-02-10 ABBV AbbVie Inc. Common Stock2.3K shares13.74%2025-12-312026-02-10 MGK Vanguard Mega Cap Growth ETF1.2K shares47.16%2025-12-312026-02-10 FELC Fidelity Enhanced Large Cap Core ETF12.6K shares1.32%2025-12-312026-02-10 IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF8.7K sharesnew addition2025-12-312026-02-10 VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares8.6K shares6.46%2025-12-312026-02-10 NFG National Fuel Gas Company Common Stock5.1K shares0.64%2025-12-312026-02-10 IEFA iShares Core MSCI EAFE ETF4.5K shares1.89%2025-12-312026-02-10 IVW iShares S&P 500 Growth ETF3.2K shares8.31%2025-12-312026-02-10 LOW Lowe's Companies, Inc. Common Stock1.6K shares-1.32%2025-12-312026-02-10 IUSV iShares Core S&P U.S. Value ETF3.8K shares-17.98%2025-12-312026-02-10 XLF State Street Financial Select Sector SPDR ETF6.9K shares4.54%2025-12-312026-02-10 VGIT Vanguard Intermediate-Term Treasury ETF6.3K shares83.77%2025-12-312026-02-10 XLU State Street Utilities Select Sector SPDR ETF8.3K sharesnew addition2025-12-312026-02-10 BSCQ INVSC BULLETSHA 2026 CRPBND ETF IV17.9K sharesnew addition2025-12-312026-02-10 AXP American Express Company Common Stock884 shares15.40%2025-12-312026-02-10 DFAC Dimensional ETF U.S. Core Equity 2 ETF8.2K shares0.23%2025-12-312026-02-10 SO Southern Company (The) Common Stock3.7K shares-2.90%2025-12-312026-02-10 ORCL Oracle Corporation Common Stock1.6K shares11.57%2025-12-312026-02-10 IBM International Business Machines Corporation Common Stock1.1K shares-7.96%2025-12-312026-02-10 NEE NextEra Energy, Inc. Common Stock3.8K shares14.18%2025-12-312026-02-10 UNH UnitedHealth Group Incorporated Common Stock (DE)906 shares15.71%2025-12-312026-02-10 SPYM State Street SPDR Portfolio S&P 500 ETF3.7K sharesnew addition2025-12-312026-02-10 PRK Park National Corporation Common Stock1.9K sharesnew addition2025-12-312026-02-10 SCHD Schwab US Dividend Equity ETF10.8K shares-26.08%2025-12-312026-02-10 DGRO iShares Core Dividend Growth ETF4.2K sharesnew addition2025-12-312026-02-10 CAT Caterpillar, Inc. Common Stock503 shares-0.40%2025-12-312026-02-10 USHY iShares Broad USD High Yield Corporate Bond ETF7.4K sharesnew addition2025-12-312026-02-10 GLD SPDR Gold Shares697 shares-20.25%2025-12-312026-02-10 PCAR PACCAR Inc. - Common Stock2.4K shares-0.04%2025-12-312026-02-10 PYLD PIMCO Multisector Bond Active Exchange-Traded Fund9.6K sharesnew addition2025-12-312026-02-10 WMT Walmart Inc. - Common Stock2.3K shares-12.26%2025-12-312026-02-10 TFC Truist Financial Corporation Common Stock5.0K sharesnew addition2025-12-312026-02-10 SHYG iShares 0-5 Year High Yield Corporate Bond ETF5.5K sharesnew addition2025-12-312026-02-10 SPPP Sprott Physical Platinum and Palladium Trust13.9K sharesnew addition2025-12-312026-02-10 AMD Advanced Micro Devices, Inc. - Common Stock1.0K sharesnew addition2025-12-312026-02-10 MCD McDonald's Corporation Common Stock719 shares-17.26%2025-12-312026-02-10 V Visa Inc.620 sharesnew addition2025-12-312026-02-10 PLTR Palantir Technologies Inc. - Class A Common Stock1.2K shares0.58%2025-12-312026-02-10 VCIT Vanguard Intermediate-Term Corporate Bond ETF2.5K shares-6.67%2025-12-312026-02-10 AVUS Avantis U.S. Equity ETF1.9K sharesnew addition2025-12-312026-02-10 FDX FedEx Corporation Common Stock720 sharesnew addition2025-12-312026-02-10 PFF iShares Preferred and Income Securities ETF6.7K sharesnew addition2025-12-312026-02-10 IWV iShares Russell 3000 Fund524 sharesnew addition2025-12-312026-02-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available