Steel Peak Wealth Management LLC Purchases in Q2 2025

Steel Peak Wealth Management LLC

  • $2.49 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
APD
Air Products & Chemicals, Inc.

Basic Materials
9.05K
New
$248.61 - $294.96 $2.25M - $2.67M
9.05K $2.55M
CTSH
Cognizant Technology Solutions Corp

Technology
32.7K
New
$66.47 - $81.81 $2.17M - $2.67M
32.7K $2.55M
NOC
Northrop Grumman Corp

Industrials
5.08K
+ 184.55%
$456.3 - $540.39 $2.32M - $2.74M
7.83K $3.91M
WRB
Berkley W R Corp

Financial Services
34.1K
New
$64.28 - $75.17 $2.19M - $2.56M
34.1K $2.5M
HD
Home Depot, Inc.

Consumer Cyclical
6.79K
+ 31.88%
$335.24 - $380.78 $2.27M - $2.58M
28.1K $10.3M
TQQQ
Proshares Ultrapro Qqq

ETFs
30.4K
New
$38.9 - $83.0 $1.18M - $2.52M
30.4K $2.47M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
54.5K
New
$41.37 - $53.28 $2.25M - $2.9M
54.5K $2.43M
COP
Conocophillips

Energy
27.8K
+ 665.6%
$82.66 - $106.1 $2.3M - $2.95M
31.9K $2.87M
AER
Aer Cap Holdings N.V.

Industrials
20.6K
New
$88.97 - $117.24 $1.84M - $2.42M
20.6K $2.41M
HCA
Hca Healthcare, Inc.

Healthcare
6.09K
New
$317.61 - $387.52 $1.93M - $2.36M
6.09K $2.33M
HPQ
Hp Inc

Technology
93.1K
+ 1117.36%
$21.88 - $29.32 $2.04M - $2.73M
101K $2.48M
MPC
Marathon Petroleum Corp

Energy
11.9K
+ 94.13%
$118.55 - $170.08 $1.42M - $2.03M
24.6K $4.09M
ESS
Essex Property Trust, Inc.

Real Estate
7.8K
New
N/A
7.8K $2.13M
NLOK
Norton Life Lock Inc.

Technology
93K
New
N/A
93K $2M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
46.5K
+ 957.81%
$38.81 - $44.28 $1.8M - $2.06M
51.3K $2.18M
EFA
Ishares Tr Msci Eafe ETF

ETFs
11.9K
+ 10.11%
$72.96 - $90.39 $867K - $1.07M
130K $11.6M
MNST
Monster Beverage Corp

Consumer Defensive
28.5K
New
$55.01 - $64.24 $1.57M - $1.83M
28.5K $1.78M
HOOD
Robinhood Markets, Inc.

Technology
2.22K
+ 7.58%
$34.17 - $93.63 $75.8K - $208K
31.5K $2.95M
GE
General Electric CO

Industrials
5.85K
+ 202.25%
$166.81 - $257.39 $975K - $1.5M
8.74K $2.25M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
446
+ 1.14%
$180.84 - $240.32 $80.7K - $107K
39.7K $9.55M
LRN
Stride, Inc.

Consumer Defensive
10.1K
New
$124.45 - $160.72 $1.26M - $1.62M
10.1K $1.46M
ADBE
Adobe Inc.

Technology
3.23K
+ 14.82%
$340.0 - $420.68 $1.1M - $1.36M
25K $9.69M
UBER
Uber Technologies, Inc

Technology
581
+ 1.01%
$64.62 - $93.3 $37.5K - $54.2K
57.9K $5.4M
EXC
Exelon Corp

Utilities
26K
New
$42.2 - $47.37 $1.1M - $1.23M
26K $1.13M
CRS
Carpenter Technology Corp

Industrials
2.07K
+ 36.88%
$151.3 - $276.38 $312K - $571K
7.66K $2.12M
PEAK
Healthpeak Properties, Inc.

Real Estate
55.9K
New
N/A
55.9K $1.06M
SPOT
Spotify Technology S.A.

Communication Services
1K
+ 82.91%
$503.3 - $775.9 $505K - $779K
2.22K $1.7M
LYB
Lyondell Basell Industries N.V.

Basic Materials
18.4K
+ 506.55%
$53.23 - $70.65 $979K - $1.3M
22K $1.27M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
8.21K
+ 234.36%
$82.32 - $112.47 $675K - $923K
11.7K $1.32M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
39.2K
New
$22.66 - $26.12 $888K - $1.02M
39.2K $959K
FIX
Comfort Systems Usa Inc

Industrials
775
+ 31.0%
$296.51 - $536.21 $230K - $416K
3.28K $1.76M
AIG
American International Group, Inc.

Financial Services
11.5K
+ 32.7%
$77.56 - $87.72 $892K - $1.01M
46.7K $4M
AGX
Argan Inc

Industrials
1.46K
+ 21.47%
$120.08 - $243.11 $176K - $355K
8.27K $1.82M
O
Realty Income Corp

Real Estate
15.8K
New
$52.27 - $58.52 $824K - $923K
15.8K $908K
FDL
First Tr Morningstar Dividend

ETFs
20.9K
New
$38.19 - $43.19 $797K - $901K
20.9K $873K
ERJ
Embraer S.A.

Industrials
15.3K
New
$40.42 - $56.91 $620K - $873K
15.3K $872K
NET
Cloudflare, Inc.

Technology
102
+ 1.01%
$97.08 - $195.83 $9.9K - $20K
10.2K $1.99M
EH
E Hang Holdings LTD

Industrials
49.4K
New
$14.44 - $19.87 $713K - $981K
49.4K $856K
CHKP
Check Point Software Technologies LTD

Technology
3.82K
New
$204.26 - $233.47 $780K - $892K
3.82K $845K
TFC
Truist Financial Corp

Financial Services
15.8K
+ 17.58%
$34.79 - $42.99 $550K - $679K
106K $4.54M
APP
App Lovin Corp

Technology
1.73K
+ 63.47%
$219.37 - $417.89 $379K - $723K
4.45K $1.56M
IDV
Ishares Tr

ETFs
24.1K
New
$27.79 - $34.84 $670K - $841K
24.1K $832K
ESLT
Elbit Systems LTD

Industrials
1.84K
New
$364.73 - $454.9 $672K - $838K
1.84K $828K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
7.27K
New
$99.37 - $134.05 $722K - $974K
7.27K $824K
EFX
Equifax Inc

Industrials
3.04K
New
$205.5 - $280.54 $624K - $852K
3.04K $787K
HWM
Howmet Aerospace Inc.

Industrials
1.43K
+ 15.64%
$112.33 - $186.13 $161K - $267K
10.6K $1.97M
DOW
Dow Inc.

Basic Materials
33.3K
+ 249.11%
$25.81 - $34.89 $861K - $1.16M
46.7K $1.24M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
7.68K
+ 137.13%
$60.61 - $87.72 $465K - $673K
13.3K $1.13M
TFLO
Ishares Treasury Floating Rate

ETFs
14.9K
+ 13.86%
$50.47 - $50.66 $753K - $756K
123K $6.21M
Activity Summary
Buys All Purchases 277 New Holdings 88 Increased Positions 189 Sells All Sells 200 Reductions 200 Sold out 0 Options Calls 30 Puts 9
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