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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
IVV icon
1
iShares Core S&P 500 ETF
IVV
$896B
$41.5M 11.63%
60,570
+28,268
QQQ icon
2
Invesco QQQ Trust
QQQ
$479B
$38.9M 10.91%
63,202
+24,978
BRK.B icon
3
Berkshire Hathaway Class B
BRK.B
$1.06T
$26.4M 7.4%
52,480
+20,522
AAPL icon
4
Apple
AAPL
$4.63T
$23.7M 6.65%
87,231
+13,868
PULS icon
5
PGIM Ultra Short Bond ETF
PULS
$17.4B
$23.3M 6.53%
469,386
+227,213
MSFT icon
6
Microsoft
MSFT
$2.86T
$13.5M 3.79%
27,929
+7,190
RDVY icon
7
First Trust Rising Dividend Achievers ETF
RDVY
$24.3B
$13.1M 3.67%
188,585
+56,424
XMMO icon
8
Invesco S&P MidCap Momentum ETF
XMMO
$7.54B
$12.4M 3.48%
+89,663
NVDA icon
9
NVIDIA
NVDA
$5.11T
$10.9M 3.06%
58,533
+29,257
AMZN icon
10
Amazon
AMZN
$2.64T
$8.53M 2.39%
36,956
+8,740
GOOG icon
11
Alphabet (Google) Class C
GOOG
$4.33T
$8.22M 2.31%
26,211
+9,256
EAD
12
Allspring Income Opportunities Fund
EAD
$380M
$8.06M 2.26%
+1,189,088
FPF
13
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.1B
$7.26M 2.04%
+389,443
AMAT icon
14
Applied Materials
AMAT
$478B
$6.49M 1.82%
25,263
+22,776
JPM icon
15
JPMorgan Chase
JPM
$902B
$6.3M 1.77%
19,564
+8,396
GOOGL icon
16
Alphabet (Google) Class A
GOOGL
$4.36T
$5.9M 1.65%
18,856
+8,986
SPY icon
17
State Street SPDR S&P 500 ETF Trust
SPY
$792B
$5.12M 1.44%
7,513
+4,363
ACIO icon
18
Aptus Collared Investment Opportunity ETF
ACIO
$2.38B
$4.57M 1.28%
104,472
+33,786
KLAC icon
19
KLA
KLAC
$302B
$4.06M 1.14%
+33,410
GLD icon
20
SPDR Gold Trust
GLD
$132B
$3.06M 0.86%
7,730
+1,151
EVTR icon
21
Eaton Vance Total Return Bond ETF
EVTR
$5.55B
$3.03M 0.85%
+58,891
FRDM icon
22
Freedom 100 Emerging Markets ETF
FRDM
$3.48B
$3.01M 0.84%
58,658
+28,604
SMH icon
23
VanEck Semiconductor ETF
SMH
$71B
$3.01M 0.84%
8,350
+2,417
PLTR icon
24
Palantir
PLTR
$304B
$2.92M 0.82%
16,427
+13,484
RSP icon
25
Invesco S&P 500 Equal Weight ETF
RSP
$94.9B
$2.63M 0.74%
13,706
+2,391
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