Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PEAK FINANCIAL ADVISORS LLC | 07-12-2024 | 06-30-2024 | 72 | 174,278,282 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 201 | $346,833 | 776 | 0.00 | 0.00 | -7,325 | -90.42 | 06-30-2024 |
| ISHARES TR | US HOME CONS ETF | 202 | $337,744 | 3,342 | 0.00 | 0.00 | -3,503 | -51.18 | 06-30-2024 |
| SPDR SER TR | PORTFLI HIGH YLD | 203 | $330,609 | 14,232 | 0.00 | 0.00 | 483 | 3.51 | 06-30-2024 |
| UNION PAC CORP | COM | 204 | $290,518 | 1,284 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
