Steel Peak Wealth Management LLC Purchases in Q4 2024

Steel Peak Wealth Management LLC

  • $2.41 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
225K
+ 693.03%
$280.04 - $302.45 $63.1M - $68.1M
258K $74.7M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
287K
New
$170.03 - $192.78 $48.8M - $55.4M
287K $53.1M
IGM
Ishares Expanded Tech Sector E

ETFs
370K
+ 3895.57%
$94.19 - $106.95 $34.8M - $39.5M
379K $38.7M
AAPL
Apple Inc.

Technology
28.3K
+ 3.36%
$221.69 - $259.02 $6.27M - $7.33M
870K $218M
ADP
Automatic Data Processing Inc

Industrials
48.6K
+ 3935.95%
$280.08 - $307.97 $13.6M - $15M
49.8K $14.6M
AMZN
Amazon Com Inc

Consumer Cyclical
4.08K
+ 1.12%
$180.88 - $232.93 $738K - $951K
368K $80.7M
NFLX
Netflix Inc

Communication Services
9.49K
+ 44.0%
$687.65 - $936.56 $6.53M - $8.89M
31.1K $27.7M
RIO
Rio Tinto PLC

Basic Materials
201K
New
$58.59 - $71.15 $11.8M - $14.3M
201K $11.8M
META
Meta Platforms, Inc.

Communication Services
16.6K
+ 20.79%
$554.08 - $632.68 $9.18M - $10.5M
96.2K $56.8M
BMY
Bristol Myers Squibb CO

Healthcare
180K
New
$51.92 - $59.94 $9.35M - $10.8M
180K $10.2M
VT
Vanguard Total World Stk Index

ETFs
75.6K
+ 2857.5%
$117.09 - $123.07 $8.85M - $9.3M
78.2K $9.19M
USB
Us Bancorp \De\

Financial Services
166K
+ 1131.42%
$43.98 - $53.66 $7.29M - $8.89M
180K $8.62M
CMCSA
Comcast Corp

Communication Services
215K
+ 215.14%
$37.39 - $45.14 $8.03M - $9.7M
315K $11.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
11.5K
+ 17.14%
$481.22 - $538.17 $5.54M - $6.19M
78.6K $40.2M
XLC
Select Sector Spdr Tr Communic

ETFs
75.9K
New
$89.66 - $102.16 $6.8M - $7.75M
75.9K $7.35M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12.8K
+ 255.79%
$521.84 - $558.82 $6.69M - $7.16M
17.8K $9.61M
XLP
Consumer Staples Sector Spdr

ETFs
90.6K
+ 2047.13%
N/A
95.1K $7.23M
XLU
Utilities Sector Spdr

ETFs
91.1K
+ 1089.41%
$74.89 - $82.93 $6.83M - $7.56M
99.5K $7.53M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
67.2K
+ 529.81%
$96.64 - $101.23 $6.49M - $6.8M
79.9K $7.74M
IVV
Ishares Core S&P 500 ETF

ETFs
6.84K
+ 5.17%
$570.51 - $610.59 $3.9M - $4.18M
139K $81.9M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
26.3K
New
$201.32 - $217.44 $5.29M - $5.71M
26.3K $5.43M
SCHV
Schwab Strategic Tr Us Large C

ETFs
207K
New
$25.79 - $80.4 $5.33M - $16.6M
207K $5.39M
GILD
Gilead Sciences, Inc.

Healthcare
53.3K
New
$83.95 - $97.9 $4.47M - $5.22M
53.3K $4.92M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
37.7K
New
$119.61 - $136.3 $4.51M - $5.14M
37.7K $4.66M
PEP
Pepsico Inc

Consumer Defensive
31.3K
+ 328.34%
$151.29 - $176.1 $4.74M - $5.52M
40.9K $6.21M
BK
Bank Of New York Mellon Corp

Financial Services
57.2K
+ 1796.73%
$70.82 - $81.87 $4.05M - $4.68M
60.4K $4.64M
O
Realty Income Corp

Real Estate
75.9K
+ 503.46%
$51.76 - $64.71 $3.93M - $4.91M
91K $4.86M
IBM
International Business Machines Corp

Technology
17.5K
+ 56.69%
$204.9 - $238.04 $3.58M - $4.16M
48.3K $10.6M
BA
Boeing CO

Industrials
19K
+ 130.66%
$138.14 - $180.72 $2.63M - $3.44M
33.6K $5.95M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
86.1K
New
$42.95 - $45.72 $3.7M - $3.94M
86.1K $3.72M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
61.9K
New
$45.39 - $62.98 $2.81M - $3.9M
61.9K $3.51M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
218K
+ 722.92%
$18.41 - $40.87 $4.01M - $8.89M
248K $4.58M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
74.7K
New
$43.02 - $47.32 $3.22M - $3.54M
74.7K $3.23M
PLTR
Palantir Technologies Inc.

Technology
26.7K
+ 96.68%
$36.46 - $82.38 $975K - $2.2M
54.4K $4.11M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.44K
+ 4.05%
$567.81 - $607.81 $1.95M - $2.09M
88.4K $51.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
64.7K
New
$44.04 - $49.49 $2.85M - $3.2M
64.7K $2.85M
MBB
Ishares Tr

ETFs
35.8K
+ 25.24%
$91.26 - $95.82 $3.26M - $3.43M
177K $16.3M
INTC
Intel Corp

Technology
175K
+ 73.66%
$19.07 - $26.23 $3.33M - $4.58M
411K $8.25M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
85.9K
New
$29.46 - $32.64 $2.53M - $2.8M
85.9K $2.65M
FOXA
Fox Corp

Communication Services
54.4K
New
$41.35 - $49.99 $2.25M - $2.72M
54.4K $2.64M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
53.1K
+ 243.51%
$47.77 - $51.75 $2.54M - $2.75M
74.9K $3.62M
FDMO
Fidelity Covington Tr Momentum

ETFs
35.3K
New
$65.49 - $73.33 $2.31M - $2.59M
35.3K $2.46M
NRG
Nrg Energy, Inc.

Utilities
26.8K
New
$85.3 - $101.61 $2.29M - $2.72M
26.8K $2.42M
XLV
Select Sector Spdr Fund Health

ETFs
22.2K
+ 57.48%
$136.28 - $154.74 $3.02M - $3.43M
60.7K $8.35M
AEP
American Electric Power CO Inc

Utilities
26.1K
New
$90.91 - $102.21 $2.37M - $2.66M
26.1K $2.4M
IAU
Ishares Gold Trust

ETFs
48.2K
New
$48.37 - $52.65 $2.33M - $2.54M
48.2K $2.38M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
43.9K
New
$51.58 - $52.91 $2.26M - $2.32M
43.9K $2.27M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
5.05K
+ 11.69%
$417.69 - $450.94 $2.11M - $2.28M
48.2K $20.5M
PYPL
Pay Pal Holdings, Inc.

Financial Services
25.8K
+ 417.12%
$77.25 - $91.3 $2M - $2.36M
32K $2.73M
Activity Summary
Buys All Purchases 271 New Holdings 96 Increased Positions 175 Sells All Sells 179 Reductions 179 Sold out 0 Options Calls 47 Puts 22
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