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
DE
Deere & CO

Industrials
5.11K
+ 84.31%
$389.45 - $466.0 $1.99M - $2.38M
11.2K $4.73M
TRV
Travelers Companies, Inc.

Financial Services
8.64K
+ 182.27%
$225.97 - $266.66 $1.95M - $2.3M
13.4K $3.22M
CVS
Cvs Health Corp

Healthcare
43.7K
New
$43.78 - $67.46 $1.91M - $2.95M
43.7K $1.96M
XLK
Technology Sector Spdr

ETFs
7.02K
+ 20.76%
$220.26 - $241.44 $1.55M - $1.7M
40.8K $9.5M
PFM
Invesco Exchange Traded Fd Tr

ETFs
39.7K
+ 229.5%
$45.72 - $48.2 $1.81M - $1.91M
56.9K $2.61M
FISV
Fiserv Inc

Technology
14.1K
New
N/A
14.1K $1.77M
AIN
Albany International Corp

Consumer Cyclical
20.9K
New
$67.92 - $87.46 $1.42M - $1.83M
20.9K $1.67M
MAR
Marriott International Inc

Consumer Cyclical
5K
+ 138.14%
$246.06 - $292.59 $1.23M - $1.46M
8.62K $2.41M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
171K
New
$8.17 - $8.66 $1.4M - $1.48M
171K $1.4M
IWM
Ishares Russell 2000 ETF

ETFs
6.24K
+ 10.74%
$216.13 - $242.4 $1.35M - $1.51M
64.4K $14.2M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
28.1K
New
$45.17 - $47.23 $1.27M - $1.33M
28.1K $1.27M
SPGI
S&P Global Inc.

Financial Services
2.46K
New
$480.36 - $529.17 $1.18M - $1.3M
2.46K $1.22M
HYDB
Ishares Tr Edge High Yield Def

ETFs
25.8K
New
$46.68 - $47.95 $1.21M - $1.24M
25.8K $1.21M
PVAL
Putnam ETF Tr Putnam Focused L
29.9K
+ 272.76%
$36.85 - $39.99 $1.1M - $1.19M
40.8K $1.51M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
903
New
$1146.59 - $1270.6 $1.04M - $1.15M
903 $1.07M
HCA
Hca Healthcare, Inc.

Healthcare
3.52K
New
$297.52 - $415.61 $1.05M - $1.46M
3.52K $1.06M
DVA
Davita Inc.

Healthcare
6.99K
New
$139.81 - $167.96 $977K - $1.17M
6.99K $1.04M
CRWD
Crowd Strike Holdings, Inc.

Technology
481
+ 3.4%
$275.15 - $388.2 $132K - $187K
14.6K $5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
29.6K
+ 10.31%
$51.09 - $55.27 $1.51M - $1.64M
317K $16.2M
COP
Conocophillips

Energy
10.3K
+ 214.49%
$95.12 - $114.72 $983K - $1.19M
15.1K $1.5M
VUG
Vanguard Growth ETF

ETFs
2.21K
+ 84.39%
$378.79 - $428.11 $838K - $947K
4.83K $1.98M
EVRG
Evergy, Inc.

Utilities
15.6K
New
$59.06 - $65.0 $920K - $1.01M
15.6K $958K
AMT
American Tower Corp

Real Estate
5K
New
$179.4 - $232.01 $896K - $1.16M
5K $916K
SPTL
Spdr Portfolio Long Term Treas

ETFs
33.9K
New
$26.05 - $29.17 $882K - $988K
33.9K $887K
DELL
Dell Technologies Inc.

Technology
7.45K
+ 216.85%
$111.96 - $144.21 $834K - $1.07M
10.9K $1.25M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.72K
+ 154.78%
$701.85 - $1046.91 $1.2M - $1.8M
2.82K $2.01M
SCHW
Schwab Charles Corp

Financial Services
1.71K
+ 2.26%
$63.31 - $82.85 $108K - $142K
77.5K $5.73M
PINS
Pinterest, Inc.

Communication Services
29.8K
+ 184.94%
$28.24 - $34.15 $842K - $1.02M
45.9K $1.33M
BX
Blackstone Inc.

Financial Services
785
+ 2.29%
$148.45 - $199.05 $117K - $156K
35K $6.04M
ICVT
Ishares Tr Convertible Bond Et

ETFs
8.97K
+ 48.54%
$83.09 - $89.28 $745K - $800K
27.4K $2.33M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19.6K
New
$38.37 - $42.82 $753K - $840K
19.6K $753K
APP
App Lovin Corp

Technology
2.29K
New
$130.67 - $401.5 $299K - $919K
2.29K $741K
HWM
Howmet Aerospace Inc.

Industrials
6.57K
New
$99.72 - $120.09 $655K - $789K
6.57K $718K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
13.7K
+ 23.95%
$46.48 - $51.32 $637K - $703K
70.9K $3.41M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
5.59K
New
$110.69 - $154.48 $618K - $863K
5.59K $709K
FIX
Comfort Systems Usa Inc

Industrials
1.61K
New
$370.68 - $504.12 $595K - $809K
1.61K $680K
OSIS
Osi Systems Inc

Technology
4.04K
New
$131.41 - $187.75 $531K - $758K
4.04K $676K
PEY
Invesco Exchange Traded Fd Tr

ETFs
31.5K
New
$21.1 - $23.08 $665K - $727K
31.5K $669K
UHS
Universal Health Services Inc

Healthcare
3.68K
New
$175.8 - $236.9 $646K - $871K
3.68K $659K
FSLR
First Solar, Inc.

Technology
4.34K
+ 247.83%
$175.88 - $240.66 $763K - $1.04M
6.09K $1.07M
TLT
Ishares Barclays 20+ Year Trea

ETFs
14.5K
+ 24.82%
$87.1 - $98.49 $1.26M - $1.42M
72.7K $6.35M
OMCL
Omnicell, Inc

Healthcare
14.3K
New
$39.5 - $53.05 $564K - $757K
14.3K $634K
PWR
Quanta Services, Inc.

Industrials
1.99K
New
$296.05 - $346.6 $588K - $688K
1.99K $627K
TPG
Tpg Inc.

Financial Services
10K
New
$58.29 - $71.51 $583K - $715K
10K $627K
AXON
Axon Enterprise, Inc.

Industrials
809
+ 125.62%
$399.22 - $689.78 $323K - $558K
1.45K $863K
SHW
Sherwin Williams CO

Basic Materials
1.91K
+ 162.67%
$338.75 - $399.71 $648K - $765K
3.09K $1.05M
ETN
Eaton Corp PLC

Industrials
1.79K
+ 48.17%
$326.96 - $377.52 $585K - $675K
5.5K $1.83M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.09K
+ 27.21%
$172.07 - $207.36 $359K - $432K
9.75K $1.93M
HDV
Ishares Core High Dividend ETF

ETFs
5K
New
$110.82 - $121.28 $554K - $606K
5K $561K
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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