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PPG

Peak Planning Group Portfolio holdings

AUM $361M
1-Year Est. Return 22.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$357M
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$15.3M
3
+$12.3M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$11.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.2M

Top Sells

1
+$4.55M
2
+$276K
3
+$230K
4
ORCL icon
Oracle
ORCL
+$225K
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$212K

Sector Composition

1 Technology 19.21%
2 Financials 12.05%
3 Communication Services 4.33%
4 Consumer Discretionary 2.92%
5 Energy 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
51
Chevron
CVX
$351B
$912K 0.26%
5,982
+3,247
TLN
52
Talen Energy Corp
TLN
$18.4B
$899K 0.25%
2,398
+613
PPH icon
53
VanEck Pharmaceutical ETF
PPH
$902M
$882K 0.25%
+8,548
ABBV icon
54
AbbVie
ABBV
$438B
$837K 0.23%
+3,665
INTC icon
55
Intel
INTC
$552B
$832K 0.23%
+22,553
TSLA icon
56
Tesla
TSLA
$1.53T
$828K 0.23%
1,840
+1,292
AMD icon
57
Advanced Micro Devices
AMD
$910B
$819K 0.23%
+3,787
FXL icon
58
First Trust Technology AlphaDEX Fund
FXL
$2.65B
$808K 0.23%
+4,799
IWF icon
59
iShares Russell 1000 Growth ETF
IWF
$128B
$780K 0.22%
6,592
-60
META icon
60
Meta Platforms (Facebook)
META
$1.7T
$764K 0.21%
1,158
+533
WFC icon
61
Wells Fargo
WFC
$267B
$757K 0.21%
8,126
+2,297
GBIL icon
62
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.69B
$744K 0.21%
+7,441
MDY icon
63
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$728K 0.2%
1,207
-31
DIA icon
64
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.7B
$687K 0.19%
1,429
-6
PG icon
65
Procter & Gamble
PG
$342B
$676K 0.19%
4,720
-280
AIQ icon
66
Global X Artificial Intelligence & Technology ETF
AIQ
$10.1B
$667K 0.19%
+13,114
WELL icon
67
Welltower
WELL
$163B
$661K 0.19%
3,562
+6
INDA icon
68
iShares MSCI India ETF
INDA
$6.88B
$642K 0.18%
+11,881
RY icon
69
Royal Bank of Canada
RY
$293B
$640K 0.18%
3,755
VTV icon
70
Vanguard Value ETF
VTV
$185B
$588K 0.16%
3,076
+274
FVD icon
71
First Trust Value Line Dividend Fund
FVD
$8.16B
$584K 0.16%
12,681
+7,916
IBIT icon
72
iShares Bitcoin Trust
IBIT
$46.7B
$584K 0.16%
11,759
+6,339
EMLP icon
73
First Trust North American Energy Infrastructure Fund
EMLP
$4.08B
$578K 0.16%
15,262
+31
SDSI icon
74
American Century Short Duration Strategic Income ETF
SDSI
$233M
$536K 0.15%
+10,397
MSI icon
75
Motorola Solutions
MSI
$70.2B
$532K 0.15%
1,388
+342
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3
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