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SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) Holdings Lifted by Peak Financial Advisors LLC

Peak Financial Advisors LLC boosted its position in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 14.2% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 9,434 shares of the company’s stock after buying an additional 1,174 shares during the period. Peak Financial Advisors LLC’s holdings in SPDR Portfolio S&P […] ....

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Peak Financial Advisors LLC Purchases 1,380 Shares of Activision Blizzard, Inc. (NASDAQ:ATVI)

Peak Financial Advisors LLC grew its position in Activision Blizzard, Inc. (NASDAQ:ATVI – Free Report) by 5.1% in the first quarter, Holdings Channel reports. The fund owned 28,200 shares of the company’s stock after acquiring an additional 1,380 shares during the quarter. Activision Blizzard accounts for 2.0% of Peak Financial Advisors LLC’s portfolio, making the […] ....

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Broadcom Inc. (NASDAQ:AVGO) Stock Holdings Lowered by Peak Financial Advisors LLC

Peak Financial Advisors LLC lowered its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 6.5% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 373 shares of the semiconductor manufacturer’s stock after selling 26 shares during the quarter. Peak […] ....

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Carderock Capital Management Inc. Takes Position in Digital Realty Trust, Inc. (NYSE:DLR)

Carderock Capital Management Inc. purchased a new position in shares of Digital Realty Trust, Inc. (NYSE:DLR – Free Report) during the first quarter, Holdings Channel.com reports. The fund purchased 1,800 shares of the real estate investment trust’s stock, valued at approximately $177,000. A number of other large investors have also recently made changes to their […] ....

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Peak Financial Advisors LLC Lowers Position in Canadian Natural Resources Limited (NYSE:CNQ)

Peak Financial Advisors LLC lessened its holdings in Canadian Natural Resources Limited (NYSE:CNQ – Free Report) (TSE:CNQ) by 1.8% during the first quarter, HoldingsChannel reports. The institutional investor owned 34,567 shares of the oil and gas producer’s stock after selling 627 shares during the quarter. Canadian Natural Resources comprises 1.6% of Peak Financial Advisors LLC’s […] ....

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