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
EQT
Eqt Corp

Energy
44.4K
New
$46.16 - $54.25 $2.05M - $2.41M
44.4K $2.37M
NTAP
Net App, Inc.

Technology
26.9K
New
$87.84 - $126.3 $2.36M - $3.4M
26.9K $2.36M
AVB
Avalonbay Communities Inc

Real Estate
10.9K
New
$207.86 - $228.08 $2.27M - $2.5M
10.9K $2.35M
XLK
Technology Sector Spdr

ETFs
15.9K
+ 38.97%
$206.38 - $242.18 $3.28M - $3.85M
56.8K $11.7M
TPR
Tapestry, Inc.

Consumer Cyclical
31.4K
New
$65.63 - $89.21 $2.06M - $2.8M
31.4K $2.21M
NFLX
Netflix Inc

Communication Services
954
+ 3.07%
$828.4 - $1058.6 $790K - $1.01M
32K $29.9M
PKG
Packaging Corp Of America

Consumer Cyclical
10.9K
New
$192.03 - $242.13 $2.09M - $2.64M
10.9K $2.16M
VRT
Vertiv Holdings CO

Industrials
24.3K
+ 356.19%
N/A
31.1K $2.69M
STT
State Street Corp

Financial Services
23.3K
New
$84.47 - $102.23 $1.97M - $2.38M
23.3K $2.09M
DGX
Quest Diagnostics Inc

Healthcare
14.7K
New
N/A
14.7K $2.01M
SPY
Spdr S&P 500 ETF Trust

ETFs
7.68K
+ 8.69%
$551.42 - $612.93 $4.23M - $4.71M
96K $53.7M
AIG
American International Group, Inc.

Financial Services
19.3K
+ 120.81%
$70.5 - $86.94 $1.36M - $1.67M
35.2K $3.06M
DUK
Duke Energy Corp

Utilities
11.8K
+ 41.54%
$105.87 - $121.97 $1.25M - $1.44M
40.3K $4.91M
TGT
Target Corp

Consumer Defensive
18.1K
+ 546.64%
$103.65 - $142.5 $1.88M - $2.58M
21.4K $2.24M
PG
Procter & Gamble CO

Consumer Defensive
8.91K
+ 13.17%
$158.56 - $176.26 $1.41M - $1.57M
76.6K $13M
UNH
Unitedhealth Group Inc

Healthcare
3.13K
+ 109.88%
$461.52 - $548.18 $1.44M - $1.71M
5.97K $3.13M
KO
Coca Cola CO

Consumer Defensive
11.7K
+ 13.79%
$60.81 - $72.32 $712K - $847K
96.6K $6.92M
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
55.8K
New
$26.24 - $38.48 $1.46M - $2.15M
55.8K $1.62M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
11.2K
+ 10.57%
$74.85 - $84.89 $841K - $954K
118K $9.61M
HIG
Hartford Financial Services Group, Inc.

Financial Services
11K
+ 107.93%
$106.31 - $123.73 $1.17M - $1.37M
21.3K $2.63M
CRWD
Crowd Strike Holdings, Inc.

Technology
3.76K
+ 25.71%
$308.86 - $455.36 $1.16M - $1.71M
18.4K $6.48M
VST
Vistra Corp.

Utilities
12.7K
+ 534.45%
$108.49 - $191.89 $1.38M - $2.44M
15.1K $1.77M
BALL
Ball Corp

Consumer Cyclical
27.9K
+ 176.39%
$49.04 - $56.53 $1.37M - $1.58M
43.8K $2.28M
EA
Electronic Arts Inc.

Communication Services
9.72K
New
$116.53 - $146.29 $1.13M - $1.42M
9.72K $1.4M
INTC
Intel Corp

Technology
12.6K
+ 3.07%
$19.1 - $27.39 $241K - $346K
424K $9.63M
MCD
Mcdonalds Corp

Consumer Cyclical
2.64K
+ 10.84%
$279.74 - $321.29 $738K - $847K
27K $8.42M
NOW
Service Now, Inc.

Technology
1.81K
+ 538.28%
$783.83 - $1170.39 $1.42M - $2.12M
2.15K $1.71M
XOM
Exxon Mobil Corp

Energy
8.14K
+ 26.63%
$105.44 - $118.93 $859K - $968K
38.7K $4.61M
ABBV
Abb Vie Inc.

Healthcare
3.18K
+ 18.1%
$169.2 - $216.66 $538K - $689K
20.8K $4.35M
ASML
Asml Holding Nv

Technology
2K
+ 45.52%
$662.63 - $776.99 $1.32M - $1.55M
6.39K $4.23M
EMB
Ishares Tr

ETFs
12K
+ 29.07%
$88.64 - $92.03 $1.07M - $1.11M
53.3K $4.83M
NKE
Nike, Inc.

Consumer Cyclical
19.3K
+ 300.36%
$63.29 - $81.72 $1.22M - $1.57M
25.7K $1.63M
STX
Seagate Technology Holdings PLC

Technology
13.4K
New
$84.92 - $108.42 $1.14M - $1.45M
13.4K $1.14M
SBUX
Starbucks Corp

Consumer Cyclical
10.1K
+ 53.9%
$91.75 - $115.81 $926K - $1.17M
28.8K $2.83M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
6.62K
New
$166.63 - $185.86 $1.1M - $1.23M
6.62K $1.1M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3.25K
+ 6.75%
$408.78 - $448.82 $1.33M - $1.46M
51.5K $21.6M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
22.2K
+ 121.51%
$51.45 - $58.51 $1.14M - $1.3M
40.4K $2.09M
MU
Micron Technology Inc

Technology
12K
+ 244.1%
$86.89 - $109.38 $1.04M - $1.31M
16.9K $1.47M
UBER
Uber Technologies, Inc

Technology
5.03K
+ 9.61%
$63.17 - $81.49 $318K - $410K
57.3K $4.18M
FTNT
Fortinet, Inc.

Technology
10.3K
+ 295.76%
$92.49 - $114.57 $954K - $1.18M
13.8K $1.33M
AMEH
Apollo Medical Holdings, Inc.

Healthcare
26.2K
+ 4.83%
N/A
568K $20.9M
KHC
Kraft Heinz CO

Consumer Defensive
31.4K
New
$28.51 - $32.22 $896K - $1.01M
31.4K $956K
V
Visa Inc.

Financial Services
339
+ 1.4%
$306.92 - $362.71 $104K - $123K
24.5K $8.59M
HOOD
Robinhood Markets, Inc.

Technology
21.8K
+ 290.3%
$35.63 - $65.28 $775K - $1.42M
29.2K $1.22M
AGX
Argan Inc

Industrials
6.81K
New
$104.05 - $185.35 $709K - $1.26M
6.81K $893K
PNW
Pinnacle West Capital Corp

Utilities
9.37K
New
$81.76 - $95.25 $766K - $893K
9.37K $892K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
20.2K
+ 52.23%
$44.81 - $46.22 $907K - $936K
59K $2.66M
AMCR
Amcor PLC

Consumer Cyclical
90.9K
New
$9.33 - $10.39 $848K - $944K
90.9K $881K
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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