Steel Peak Wealth Management LLC Purchases in Q3 2024

Steel Peak Wealth Management LLC

  • $2.25 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
60.2K
+ 2097.0%
$514.43 - $606.85 $31M - $36.5M
63.1K $37M
AAPL
Apple Inc.

Technology
49.7K
+ 6.28%
$207.23 - $234.82 $10.3M - $11.7M
842K $196M
AMGN
Amgen Inc

Healthcare
73.8K
+ 240.12%
$309.38 - $337.38 $22.8M - $24.9M
105K $33.7M
TSLA
Tesla, Inc.

Consumer Cyclical
26.8K
+ 16.53%
$191.76 - $263.26 $5.15M - $7.06M
189K $49.5M
EFV
Msci Eafe Value ETF

ETFs
248K
+ 169.66%
$51.72 - $57.96 $12.8M - $14.4M
395K $22.7M
VTV
Vanguard Value ETF

ETFs
73.6K
New
$159.75 - $174.57 $11.8M - $12.9M
73.6K $12.9M
HON
Honeywell International Inc

Industrials
52.3K
+ 246.85%
$196.73 - $220.21 $10.3M - $11.5M
73.5K $15.2M
ISRG
Intuitive Surgical Inc

Healthcare
20K
+ 262.29%
$416.14 - $494.01 $8.31M - $9.86M
27.6K $13.5M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
162K
+ 16.03%
$44.83 - $47.42 $7.28M - $7.7M
1.18M $55.4M
KLAC
Kla Corp

Technology
12.3K
New
$696.17 - $892.35 $8.59M - $11M
12.3K $9.55M
COST
Costco Wholesale Corp

Consumer Defensive
9.93K
+ 121.2%
$801.83 - $917.05 $7.96M - $9.1M
18.1K $16.1M
SO
Southern CO

Utilities
90.8K
+ 1502.58%
$77.0 - $90.52 $7M - $8.22M
96.9K $8.74M
PM
Philip Morris International Inc.

Consumer Defensive
61.1K
+ 556.02%
$101.25 - $127.45 $6.18M - $7.78M
72K $8.74M
DUK
Duke Energy Corp

Utilities
65.3K
New
$99.35 - $117.71 $6.48M - $7.68M
65.3K $7.52M
MCD
Mcdonalds Corp

Consumer Cyclical
17.8K
+ 225.03%
$245.82 - $304.51 $4.38M - $5.43M
25.8K $7.84M
ACWI
Ishares Msci Acwi ETF

ETFs
48.5K
New
$107.24 - $119.84 $5.2M - $5.81M
48.5K $5.8M
CSCO
Cisco Systems, Inc.

Technology
43.3K
+ 7.29%
$44.74 - $53.22 $1.94M - $2.31M
638K $34M
PG
Procter & Gamble CO

Consumer Defensive
28.5K
+ 62.86%
$160.76 - $177.82 $4.59M - $5.08M
73.9K $12.8M
TMUS
T Mobile Us, Inc.

Communication Services
6.69K
+ 5.95%
$175.14 - $206.36 $1.17M - $1.38M
119K $24.6M
TFLO
Ishares Treasury Floating Rate

ETFs
87.7K
+ 703.72%
$50.42 - $50.66 $4.42M - $4.44M
100K $5.07M
NEE
Nextera Energy Inc

Utilities
48.2K
+ 193.82%
$69.9 - $84.97 $3.37M - $4.09M
73K $6.17M
BKNG
Booking Holdings Inc.

Consumer Cyclical
992
+ 560.45%
$3305.62 - $4268.05 $3.28M - $4.23M
1.17K $4.92M
SRE
Sempra Energy

Utilities
47.9K
New
$74.97 - $84.04 $3.59M - $4.03M
47.9K $4.01M
GOOGL
Alphabet Inc.

Communication Services
55.1K
+ 17.52%
$148.65 - $191.18 $8.19M - $10.5M
369K $61.3M
MS
Morgan Stanley

Financial Services
35.9K
+ 166.86%
$92.07 - $106.96 $3.3M - $3.83M
57.3K $5.98M
UPS
United Parcel Service Inc

Industrials
28.5K
+ 881.74%
$123.32 - $147.38 $3.52M - $4.21M
31.8K $4.33M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
58.7K
+ 48.08%
$56.04 - $62.99 $3.29M - $3.7M
181K $11.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.38K
+ 2.88%
$517.38 - $573.86 $1.23M - $1.37M
84.9K $48.7M
XLV
Select Sector Spdr Fund Health

ETFs
22.6K
+ 141.65%
$143.3 - $157.24 $3.24M - $3.55M
38.5K $5.94M
PFE
Pfizer Inc

Healthcare
123K
+ 243.69%
$27.7 - $31.39 $3.4M - $3.86M
173K $5.02M
MRK
Merck & Co., Inc.

Healthcare
33.9K
+ 110.11%
$111.15 - $128.97 $3.77M - $4.37M
64.7K $7.35M
STT
State Street Corp

Financial Services
39.3K
New
$73.37 - $89.31 $2.88M - $3.51M
39.3K $3.47M
T
At&T Inc.

Communication Services
95.2K
+ 20.77%
$18.21 - $22.28 $1.73M - $2.12M
554K $12.2M
HD
Home Depot, Inc.

Consumer Cyclical
4.62K
+ 22.63%
$333.64 - $405.2 $1.54M - $1.87M
25K $10.1M
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
165K
+ 33.91%
$12.94 - $14.0 $2.14M - $2.32M
653K $9.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
8.88K
+ 6.22%
$162.64 - $179.3 $1.44M - $1.59M
152K $27.2M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
28.5K
+ 5.56%
$44.24 - $49.47 $1.26M - $1.41M
540K $26.7M
VZ
Verizon Communications Inc

Communication Services
20.6K
+ 4.45%
$38.89 - $45.0 $800K - $926K
483K $21.7M
AES
Aes Corp

Utilities
123K
New
$16.18 - $20.07 $1.99M - $2.47M
123K $2.47M
KO
Coca Cola CO

Consumer Defensive
18.6K
+ 13.86%
$62.69 - $73.01 $1.16M - $1.36M
153K $11M
BALL
Ball Corp

Consumer Cyclical
34.3K
New
$58.86 - $67.91 $2.02M - $2.33M
34.3K $2.33M
JNJ
Johnson & Johnson

Healthcare
6.79K
+ 9.55%
$145.48 - $167.38 $987K - $1.14M
77.8K $12.6M
VTI
Vanguard Total Stock Market Et

ETFs
6.3K
+ 24.04%
$255.18 - $283.2 $1.61M - $1.78M
32.5K $9.2M
DD
Du Pont De Nemours, Inc.

Basic Materials
23.6K
+ 937.91%
$77.22 - $89.49 $1.82M - $2.11M
26.1K $2.33M
GDDY
Go Daddy Inc.

Technology
13.4K
New
$141.41 - $167.41 $1.89M - $2.24M
13.4K $2.09M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.69K
+ 4.07%
$386.81 - $423.12 $653K - $714K
43.2K $18.3M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
42.9K
+ 299.18%
$44.66 - $49.15 $1.91M - $2.11M
57.2K $2.7M
IVE
Ishares S&P 500 Value ETF

ETFs
4.6K
+ 6.35%
$181.06 - $197.17 $833K - $907K
77K $15.2M
PGR
Progressive Corp

Financial Services
7.66K
+ 739.9%
$209.46 - $259.24 $1.6M - $1.99M
8.69K $2.21M
Activity Summary
Buys All Purchases 275 New Holdings 66 Increased Positions 209 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 26 Puts 16
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