Peak Financial Advisors LLC bought a new position in The Charles Schwab Co. (NYSE:SCHW – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 35,359 shares of the financial services provider’s stock, valued at approximately $2,004,000. Charles Schwab makes up about […]
Capital Investment Advisors LLC increased its holdings in Altria Group, Inc. (NYSE:MO – Free Report) by 3.9% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 632,833 shares of the company’s stock after purchasing an additional 23,524 shares during the […]
Peak Financial Advisors LLC increased its stake in NIKE, Inc. (NYSE:NKE – Free Report) by 126.6% in the 2nd quarter, Holdings Channel.com reports. The firm owned 22,294 shares of the footwear maker’s stock after buying an additional 12,457 shares during the quarter. NIKE makes up about 1.9% of Peak Financial Advisors LLC’s portfolio, making the […]
Peak Financial Advisors LLC lifted its stake in McDonald’s Co. (NYSE:MCD – Free Report) by 4.9% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 7,067 shares of the fast-food giant’s stock after acquiring an additional 332 shares during the quarter. McDonald’s accounts for 1.7% […]
Peak Financial Advisors LLC lowered its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 75.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,843 shares of the company’s stock after selling 66,877 shares during […]