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
AVGO
Broadcom Inc.

Technology
168K
+ 884.72%
$136.27 - $1745.86 $22.9M - $293M
187K $32.2M
ALB
Albemarle Corp

Basic Materials
18.1K
+ 146.52%
$72.85 - $100.09 $1.32M - $1.82M
30.5K $2.89M
XLI
Industrial Sector Spdr

ETFs
12.2K
+ 336.8%
$120.56 - $135.44 $1.47M - $1.65M
15.8K $2.14M
GLD
Spdr Gold Trust

ETFs
6.78K
+ 427.36%
$215.56 - $246.98 $1.46M - $1.67M
8.36K $2.03M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
7.12K
+ 159.28%
$211.47 - $281.27 $1.51M - $2M
11.6K $2.84M
V
Visa Inc.

Financial Services
5.15K
+ 26.81%
$253.74 - $291.56 $1.31M - $1.5M
24.4K $6.7M
AFL
Aflac Inc

Financial Services
9.78K
+ 39.4%
$88.52 - $111.8 $865K - $1.09M
34.6K $3.87M
LMT
Lockheed Martin Corp

Industrials
869
+ 11.55%
$460.3 - $584.56 $400K - $508K
8.4K $4.91M
EEM
Ishares Msci Emerging Markets

ETFs
15.1K
+ 7.77%
$40.42 - $46.7 $609K - $704K
209K $9.58M
STX
Seagate Technology Holdings PLC

Technology
12K
+ 541.3%
$92.1 - $110.76 $1.1M - $1.32M
14.2K $1.55M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
30.1K
New
$36.98 - $41.55 $1.11M - $1.25M
30.1K $1.24M
INTU
Intuit Inc

Technology
3.29K
+ 14.62%
$602.97 - $670.49 $1.98M - $2.2M
25.8K $16M
TXN
Texas Instruments Inc

Technology
5.88K
+ 6.13%
$194.6 - $194.6 $1.15M - $1.15M
102K $19.8M
MBB
Ishares Tr

ETFs
6.06K
+ 4.47%
$90.85 - $96.66 $550K - $586K
142K $13.6M
SMIN
Ishares Msci India Small Cap I

ETFs
12.9K
New
$79.48 - $86.97 $1.02M - $1.12M
12.9K $1.11M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
21.8K
New
$44.07 - $50.57 $961K - $1.1M
21.8K $1.1M
WMT
Walmart Inc.

Consumer Defensive
6K
+ 13.43%
$66.91 - $81.4 $402K - $488K
50.7K $4.09M
EWJ
Ishares Msci Japan ETF

ETFs
14.6K
New
$63.12 - $72.99 $923K - $1.07M
14.6K $1.05M
BX
Blackstone Inc.

Financial Services
288
+ 0.85%
$120.77 - $159.66 $34.8K - $46K
34.2K $5.24M
VICI
Vici Properties Inc.

Real Estate
18.8K
+ 21.67%
$27.64 - $34.08 $518K - $639K
105K $3.51M
PNW
Pinnacle West Capital Corp

Utilities
11.6K
New
$75.52 - $91.31 $874K - $1.06M
11.6K $1.03M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
3.9K
+ 173.8%
$233.4 - $302.36 $910K - $1.18M
6.14K $1.67M
EPI
Wisdomtree Tr India Earnings F

ETFs
19.5K
New
$47.41 - $50.82 $926K - $993K
19.5K $985K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.01K
+ 2.18%
$75.32 - $84.37 $226K - $254K
141K $11.8M
CCI
Crown Castle International Corp

Real Estate
7.65K
+ 239.49%
$95.29 - $120.24 $729K - $919K
10.8K $1.29M
O
Realty Income Corp

Real Estate
15.1K
New
$52.36 - $63.42 $790K - $956K
15.1K $956K
BBY
Best Buy CO Inc

Consumer Cyclical
9.12K
New
$80.23 - $103.29 $732K - $942K
9.12K $941K
MPC
Marathon Petroleum Corp

Energy
6.93K
+ 36.81%
$158.61 - $180.75 $1.1M - $1.25M
25.7K $4.19M
SBUX
Starbucks Corp

Consumer Cyclical
5.29K
+ 25.44%
$72.51 - $98.6 $383K - $521K
26.1K $2.54M
WDC
Western Digital Corp

Technology
13.6K
+ 434.44%
$56.25 - $80.24 $766K - $1.09M
16.8K $1.14M
TER
Teradyne, Inc

Technology
6.28K
New
$114.25 - $163.0 $717K - $1.02M
6.28K $840K
DVN
Devon Energy Corp

Energy
21.4K
New
$37.87 - $48.65 $812K - $1.04M
21.4K $838K
TT
Trane Technologies PLC

Industrials
2.15K
New
$314.21 - $388.71 $675K - $835K
2.15K $834K
UPST
Upstart Holdings, Inc.

Financial Services
20.7K
New
$22.9 - $44.11 $474K - $913K
20.7K $828K
NKE
Nike, Inc.

Consumer Cyclical
4.19K
+ 12.31%
$71.09 - $89.44 $298K - $375K
38.2K $3.38M
XLY
Select Sector Spdr Consumer Di

ETFs
3.28K
+ 42.42%
$170.05 - $200.86 $558K - $659K
11K $2.21M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.53K
+ 144.62%
$147.95 - $191.05 $670K - $866K
7.66K $1.33M
NOC
Northrop Grumman Corp

Industrials
832
+ 22.95%
$423.73 - $533.14 $353K - $444K
4.46K $2.35M
VRT
Vertiv Holdings CO

Industrials
8.75K
+ 265.89%
$86.66 - $86.66 $758K - $758K
12K $1.04M
XOM
Exxon Mobil Corp

Energy
5.34K
+ 8.57%
$109.72 - $119.0 $586K - $636K
67.7K $7.93M
ETN
Eaton Corp PLC

Industrials
2.04K
+ 121.33%
$272.52 - $333.02 $555K - $678K
3.71K $1.23M
MLPX
Global X Mlp & Energy Infrastr

ETFs
12.6K
New
$50.37 - $55.21 $636K - $698K
12.6K $687K
ABT
Abbott Laboratories

Healthcare
4.76K
+ 37.91%
$100.07 - $118.13 $476K - $562K
17.3K $1.97M
ABC
Amerisourcebergen Corp

Healthcare
3.6K
+ 72.22%
N/A
8.59K $1.59M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
5.94K
+ 26.83%
$70.21 - $78.25 $417K - $465K
28.1K $2.16M
SHOP
Shopify Inc.

Technology
88
+ 0.21%
$52.26 - $80.75 $4.6K - $7.11K
42.2K $3.38M
IRTC
I Rhythm Technologies, Inc.

Healthcare
7.97K
New
$64.64 - $106.45 $515K - $849K
7.97K $591K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
25.1K
New
$19.62 - $23.55 $492K - $590K
25.1K $584K
PH
Parker Hannifin Corp

Industrials
735
+ 78.36%
$501.01 - $635.92 $368K - $467K
1.67K $1.06M
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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