Steel Peak Wealth Management LLC Purchases in Q2 2025

Steel Peak Wealth Management LLC

  • $2.49 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
113K
+ 367.92%
$262.28 - $309.85 $29.6M - $34.9M
143K $40M
QQQ
Invesco Qqq Trust, Series 1

ETFs
42.9K
+ 52.85%
$416.06 - $551.64 $17.9M - $23.7M
124K $68.5M
META
Meta Platforms, Inc.

Communication Services
4.29K
+ 5.04%
$484.66 - $738.09 $2.08M - $3.17M
89.4K $66M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
71.9K
New
$139.8 - $197.22 $10M - $14.2M
71.9K $14.2M
PEP
Pepsico Inc

Consumer Defensive
100K
+ 1098.05%
$128.02 - $151.37 $12.8M - $15.1M
109K $14.4M
EFV
Msci Eafe Value ETF

ETFs
181K
+ 53.53%
$52.4 - $64.65 $9.47M - $11.7M
518K $32.9M
TXN
Texas Instruments Inc

Technology
62.4K
+ 118.53%
N/A
115K $22.4M
AMD
Advanced Micro Devices Inc

Technology
9.13K
+ 3.48%
$78.21 - $143.81 $714K - $1.31M
271K $38.5M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
22.6K
New
$421.16 - $509.5 $9.52M - $11.5M
22.6K $10.1M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
195K
New
$50.09 - $51.09 $9.75M - $9.94M
195K $9.94M
IEMG
Ishares Inc

ETFs
170K
+ 82.15%
N/A
376K $20.2M
CVS
Cvs Health Corp

Healthcare
124K
New
$60.04 - $70.18 $7.46M - $8.72M
124K $8.57M
VZ
Verizon Communications Inc

Communication Services
202K
+ 52.04%
$41.67 - $45.62 $8.41M - $9.2M
589K $25.5M
AEP
American Electric Power CO Inc

Utilities
74.4K
New
$98.59 - $109.11 $7.34M - $8.12M
74.4K $7.72M
MO
Altria Group, Inc.

Consumer Defensive
122K
+ 248.82%
$55.56 - $60.91 $6.8M - $7.45M
171K $10.1M
QCOM
Qualcomm Inc

Technology
36.2K
+ 25.3%
$124.66 - $159.48 $4.52M - $5.78M
179K $28.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.09K
+ 1.13%
$496.48 - $617.85 $541K - $673K
97.1K $60M
NKE
Nike, Inc.

Consumer Cyclical
76.1K
+ 296.35%
$53.27 - $72.04 $4.05M - $5.48M
102K $7.23M
CMCSA
Comcast Corp

Communication Services
165K
+ 49.33%
$32.84 - $36.72 $5.42M - $6.06M
499K $17.8M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
9.77K
+ 18.98%
$376.48 - $440.65 $3.68M - $4.3M
61.2K $27M
HDV
Ishares Core High Dividend ETF

ETFs
45.1K
New
$108.41 - $120.51 $4.89M - $5.44M
45.1K $5.29M
SCHV
Schwab Strategic Tr Us Large C

ETFs
182K
New
$23.55 - $27.67 $4.3M - $5.05M
182K $5.05M
ABBV
Abb Vie Inc.

Healthcare
28.3K
+ 136.5%
$170.16 - $206.27 $4.82M - $5.85M
49.1K $9.11M
EBAY
Ebay Inc

Consumer Cyclical
62.2K
+ 363.77%
$59.52 - $79.36 $3.7M - $4.93M
79.2K $5.9M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
47K
+ 44.75%
$97.29 - $105.63 $4.58M - $4.97M
152K $15.5M
IVE
Ishares S&P 500 Value ETF

ETFs
19K
+ 15.48%
$168.34 - $195.42 $3.2M - $3.71M
142K $27.7M
OEF
Ishares S&P 100 ETF

ETFs
16.1K
+ 58.55%
N/A
43.5K $11.6M
KO
Coca Cola CO

Consumer Defensive
58.3K
+ 60.28%
$68.37 - $73.9 $3.98M - $4.3M
155K $11M
BK
Bank Of New York Mellon Corp

Financial Services
43.9K
+ 1270.49%
$73.31 - $91.62 $3.22M - $4.02M
47.4K $4.32M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
37.9K
New
$102.02 - $103.5 $3.87M - $3.93M
37.9K $3.9M
ADM
Archer Daniels Midland CO

Consumer Defensive
73.9K
New
$41.79 - $54.16 $3.09M - $4M
73.9K $3.9M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
12.6K
+ 2.27%
$43.53 - $54.46 $547K - $685K
566K $30.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
8.19K
+ 4.33%
$152.42 - $182.82 $1.25M - $1.5M
197K $36M
IWM
Ishares Russell 2000 ETF

ETFs
10.1K
+ 12.03%
$174.82 - $215.79 $1.76M - $2.17M
93.6K $20.2M
IBM
International Business Machines Corp

Technology
5.7K
+ 14.36%
$221.03 - $294.78 $1.26M - $1.68M
45.4K $13.4M
EEM
Ishares Msci Emerging Markets

ETFs
55.1K
+ 35.89%
$38.52 - $48.28 $2.12M - $2.66M
209K $10.1M
XOM
Exxon Mobil Corp

Energy
34.9K
+ 90.09%
$99.93 - $119.04 $3.49M - $4.15M
73.6K $7.93M
VST
Vistra Corp.

Utilities
9.35K
+ 61.92%
$98.07 - $195.04 $917K - $1.82M
24.5K $4.74M
XLP
Consumer Staples Sector Spdr

ETFs
38.1K
+ 42.48%
N/A
128K $9.71M
HAS
Hasbro, Inc.

Consumer Cyclical
38.2K
New
$50.71 - $73.82 $1.94M - $2.82M
38.2K $2.82M
CEG
Constellation Energy Corp

Utilities
8.59K
New
$170.96 - $322.76 $1.47M - $2.77M
8.59K $2.77M
DG
Dollar General Corp

Consumer Defensive
24K
New
$86.02 - $114.95 $2.06M - $2.76M
24K $2.74M
BKR
Baker Hughes CO

Energy
71.4K
New
$35.0 - $44.92 $2.5M - $3.21M
71.4K $2.74M
RTX
Raytheon Technologies Corp

Industrials
18.2K
+ 329.93%
$113.75 - $148.48 $2.07M - $2.7M
23.7K $3.46M
ISRG
Intuitive Surgical Inc

Healthcare
2.29K
+ 7.53%
$451.58 - $565.94 $1.03M - $1.29M
32.6K $17.7M
LYV
Live Nation Entertainment, Inc.

Communication Services
17.7K
New
$118.81 - $151.28 $2.11M - $2.68M
17.7K $2.68M
NEM
Newmont Corp

Basic Materials
44.7K
New
$44.18 - $59.46 $1.98M - $2.66M
44.7K $2.6M
ASML
Asml Holding Nv

Technology
2.08K
+ 32.58%
$595.37 - $815.24 $1.24M - $1.7M
8.47K $6.79M
WFC
Wells Fargo & Company

Financial Services
30.9K
+ 333.58%
$60.98 - $80.12 $1.88M - $2.48M
40.2K $3.22M
Activity Summary
Buys All Purchases 277 New Holdings 88 Increased Positions 189 Sells All Sells 200 Reductions 200 Sold out 0 Options Calls 30 Puts 9
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