Steel Peak Wealth Management LLC Purchases in Q1 2025

Steel Peak Wealth Management LLC

  • $2.36 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
56.8K
+ 348.11%
$542.38 - $646.34 $30.8M - $36.7M
73.1K $39.7M
PLTR
Palantir Technologies Inc.

Technology
321K
+ 589.3%
$64.98 - $124.62 $20.8M - $40M
375K $31.6M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
401K
+ 126.71%
$49.78 - $53.19 $20M - $21.4M
718K $36.7M
CVX
Chevron Corp

Energy
93.7K
+ 209.11%
$146.71 - $167.97 $13.7M - $15.7M
138K $23.2M
QCOM
Qualcomm Inc

Technology
85.5K
+ 147.95%
$151.94 - $175.86 $13M - $15M
143K $22M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
105K
New
$97.25 - $104.79 $10.2M - $11M
105K $10.9M
HON
Honeywell International Inc

Industrials
51.1K
+ 129.27%
$202.75 - $226.52 $10.4M - $11.6M
90.6K $19.2M
GILD
Gilead Sciences, Inc.

Healthcare
75.9K
+ 142.49%
$89.14 - $117.41 $6.77M - $8.91M
129K $14.5M
KMI
Kinder Morgan, Inc.

Energy
305K
+ 552.07%
$26.1 - $31.22 $7.96M - $9.52M
360K $10.3M
IVE
Ishares S&P 500 Value ETF

ETFs
42.9K
+ 53.79%
$185.78 - $198.58 $7.98M - $8.53M
123K $23.4M
EOG
Eog Resources Inc

Energy
50.9K
New
$120.54 - $138.05 $6.14M - $7.03M
50.9K $6.53M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
115K
+ 9.42%
$44.72 - $46.25 $5.15M - $5.32M
1.34M $61.6M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1.44K
+ 142.53%
$4295.4 - $5141.88 $6.19M - $7.41M
2.45K $11.3M
JNJ
Johnson & Johnson

Healthcare
25.8K
+ 35.81%
$142.06 - $167.7 $3.66M - $4.32M
97.7K $16.2M
ACWI
Ishares Msci Acwi ETF

ETFs
48.4K
New
$115.16 - $124.13 $5.58M - $6.01M
48.4K $5.64M
PFE
Pfizer Inc

Healthcare
203K
+ 1101.29%
$25.01 - $27.13 $5.07M - $5.5M
221K $5.6M
GOOGL
Alphabet Inc.

Communication Services
93.6K
+ 33.31%
$154.33 - $206.19 $14.4M - $19.3M
375K $57.9M
IEMG
Ishares Inc

ETFs
87.4K
+ 73.36%
N/A
207K $11.1M
TMUS
T Mobile Us, Inc.

Communication Services
1.64K
+ 1.79%
$211.3 - $272.83 $346K - $447K
93K $24.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
33.4K
+ 21.48%
$168.16 - $186.21 $5.62M - $6.22M
189K $32.3M
MS
Morgan Stanley

Financial Services
39.8K
+ 186.33%
$111.68 - $141.08 $4.44M - $5.61M
61.1K $7.13M
UPS
United Parcel Service Inc

Industrials
41K
+ 896.22%
$109.66 - $136.26 $4.5M - $5.59M
45.6K $5.02M
PFM
Invesco Exchange Traded Fd Tr

ETFs
95.5K
+ 167.64%
$44.92 - $48.18 $4.29M - $4.6M
152K $6.98M
MMM
3 M CO

Industrials
25.5K
+ 74.97%
$129.7 - $155.12 $3.3M - $3.95M
59.4K $8.73M
CSCO
Cisco Systems, Inc.

Technology
44.2K
+ 7.18%
$58.74 - $64.87 $2.6M - $2.87M
660K $40.7M
IAU
Ishares Gold Trust

ETFs
64.5K
+ 133.84%
$49.74 - $58.96 $3.21M - $3.8M
113K $6.64M
MSFT
Microsoft Corp

Technology
28.3K
+ 20.14%
$375.39 - $447.2 $10.6M - $12.7M
169K $63.4M
C
Citigroup Inc

Financial Services
58.2K
New
$67.23 - $84.63 $3.91M - $4.93M
58.2K $4.13M
PSX
Phillips 66

Energy
33.4K
New
$113.93 - $131.55 $3.8M - $4.39M
33.4K $4.12M
HEFA
Ishares Currency Hedged Msci E

ETFs
108K
New
$34.83 - $37.52 $3.77M - $4.06M
108K $3.92M
VZ
Verizon Communications Inc

Communication Services
42.6K
+ 12.36%
$37.81 - $46.49 $1.61M - $1.98M
388K $17.6M
MRK
Merck & Co., Inc.

Healthcare
46.5K
+ 111.18%
$83.01 - $101.02 $3.86M - $4.69M
88.2K $7.92M
JPM
Jpmorgan Chase & CO

Financial Services
13.8K
+ 25.71%
$225.19 - $279.95 $3.11M - $3.87M
67.6K $16.6M
INTU
Intuit Inc

Technology
6.29K
+ 26.98%
$555.63 - $630.23 $3.49M - $3.96M
29.6K $18.2M
VLO
Valero Energy Corp

Energy
25.9K
+ 295.9%
$121.76 - $142.99 $3.15M - $3.7M
34.7K $4.58M
XLF
Financial Sector Spdr

ETFs
67.5K
+ 132.68%
$47.32 - $52.19 $3.19M - $3.52M
118K $5.9M
DFS
Discover Financial Services

Financial Services
19.8K
New
$152.99 - $203.25 $3.04M - $4.03M
19.8K $3.39M
TRV
Travelers Companies, Inc.

Financial Services
11.1K
+ 82.91%
$232.43 - $265.13 $2.58M - $2.94M
24.5K $6.47M
BRO
Brown & Brown, Inc.

Financial Services
23.2K
New
$100.54 - $124.4 $2.33M - $2.88M
23.2K $2.88M
LDOS
Leidos Holdings, Inc.

Technology
19.7K
+ 1061.12%
$126.82 - $161.11 $2.5M - $3.17M
21.6K $2.91M
DRI
Darden Restaurants Inc

Consumer Cyclical
12.6K
New
$180.02 - $208.56 $2.26M - $2.62M
12.6K $2.61M
FMB
First Tr Exchange Traded Fd Ii

ETFs
51.7K
New
$50.17 - $51.45 $2.59M - $2.66M
51.7K $2.61M
EQR
Equity Residential

Real Estate
35.7K
New
$66.98 - $75.02 $2.39M - $2.68M
35.7K $2.56M
GS
Goldman Sachs Group Inc

Financial Services
5.13K
+ 53.2%
$524.81 - $672.19 $2.69M - $3.45M
14.8K $8.07M
DLTR
Dollar Tree, Inc.

Consumer Defensive
33.9K
New
$61.92 - $76.95 $2.1M - $2.61M
33.9K $2.54M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
13K
+ 49.56%
$196.12 - $229.48 $2.55M - $2.99M
39.3K $7.94M
CAH
Cardinal Health Inc

Healthcare
18K
New
$118.02 - $137.77 $2.12M - $2.48M
18K $2.48M
IWM
Ishares Russell 2000 ETF

ETFs
19.2K
+ 29.8%
$198.1 - $229.79 $3.8M - $4.41M
83.6K $16.7M
CMS
Cms Energy Corp

Utilities
32.2K
New
$64.99 - $75.11 $2.09M - $2.42M
32.2K $2.42M
Activity Summary
Buys All Purchases 316 New Holdings 86 Increased Positions 230 Sells All Sells 146 Reductions 146 Sold out 0 Options Calls 48 Puts 36
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