Peak Planning Group, LLC

Q4 2024 13F-HR Holdings

Location
Centennial, CO
Holdings as of
12/31/2024
Date filed
5/26/2026
Form type
13F-HR
Num holdings
116
Total value ($000)
$239,992
Net value change ($000)
+11,891 (5.2%)
New positions
10
Sold out positions
2
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/24/2026 Next filing: 6/24/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
QQQ 2,635 13.0%
IVV 2,414 9.7%
AMZN 1,314 20.1%
AAPL 1,249 5.4%
BRK-B 1,024 6.2%
NVDA 959 15.6%
SDVY 932 17.7%
GOOGL 838 21.9%
PLTR 768 178.6%
JPM 575 14.5%
Top Reduces (Value $000, Stocks/ETFs)
AMAT -1,249 -20.8%
XOM -559 -24.7%
KLAC -420 -16.8%
MRK -419 -28.8%
AMD -404 -43.7%
MMIN -397 -48.6%
MPC -373 -22.0%
FPF -278 -4.9%
BLDR -275 -35.5%
MSFT -275 -2.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type