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
JNK
Spdr Bloomberg High Yield Bond

ETFs
5.65K
+ 147.74%
$94.77 - $97.36 $535K - $550K
9.47K $904K
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.89K
+ 2.57%
$176.42 - $186.91 $687K - $728K
156K $27.7M
IEFA
Ishares Tr

ETFs
7.06K
New
$70.06 - $77.43 $494K - $546K
7.06K $495K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
24.5K
+ 16.51%
$22.39 - $23.45 $549K - $575K
173K $3.98M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
5.35K
New
$89.01 - $96.24 $476K - $514K
5.35K $479K
ENVA
Enova International, Inc.

Financial Services
4.85K
New
$80.49 - $106.72 $390K - $517K
4.85K $464K
HYG
Ishares Tr

ETFs
5.86K
New
$78.09 - $80.04 $457K - $469K
5.86K $460K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
45.9K
+ 7.02%
$13.42 - $14.34 $616K - $658K
699K $9.56M
ACN
Accenture PLC

Technology
1.3K
+ 127.08%
$343.9 - $376.86 $447K - $490K
2.32K $817K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
12.4K
+ 49.35%
$22.72 - $28.29 $281K - $350K
37.4K $987K
KR
Kroger CO

Consumer Defensive
3.38K
+ 7.7%
$55.21 - $63.3 $187K - $214K
47.2K $2.89M
ZTS
Zoetis Inc.

Healthcare
2.26K
New
$162.24 - $194.42 $366K - $439K
2.26K $367K
NOW
Service Now, Inc.

Technology
337
New
$867.18 - $1148.42 $292K - $387K
337 $357K
SOFI
So Fi Technologies, Inc.

Financial Services
13.6K
+ 69.84%
$7.63 - $16.88 $104K - $229K
33.1K $509K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
5.36K
+ 36.82%
$65.67 - $69.79 $352K - $374K
19.9K $1.34M
VB
Vanguard Small Cap ETF

ETFs
1.45K
New
$233.76 - $261.58 $340K - $380K
1.45K $349K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.58K
+ 44.09%
$53.94 - $58.15 $301K - $325K
18.2K $1.03M
FTNT
Fortinet, Inc.

Technology
3.49K
New
$76.49 - $99.21 $267K - $346K
3.49K $329K
KMI
Kinder Morgan, Inc.

Energy
1.61K
+ 3.01%
$22.59 - $28.54 $36.5K - $46.1K
55.2K $1.51M
UAL
United Airlines Holdings, Inc.

Industrials
1.92K
+ 54.31%
$55.62 - $102.44 $107K - $196K
5.44K $528K
VGLT
Vanguard Long Term Treasury Et

ETFs
5.81K
New
$55.1 - $61.74 $320K - $359K
5.81K $321K
COF
Capital One Financial Corp

Financial Services
964
+ 18.78%
$145.19 - $192.01 $140K - $185K
6.1K $1.09M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
16.4K
New
$19.47 - $20.95 $318K - $343K
16.4K $319K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.41K
New
$71.75 - $75.11 $317K - $331K
4.41K $317K
OII
Oceaneering International Inc

Energy
11.7K
New
$23.23 - $30.58 $272K - $358K
11.7K $305K
BEN
Franklin Resources Inc

Financial Services
14.7K
New
$19.35 - $22.76 $284K - $334K
14.7K $298K
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.61K
New
$113.79 - $124.5 $296K - $324K
2.61K $298K
JD
Jd.Com, Inc.

Consumer Cyclical
8.37K
New
$33.35 - $47.1 $279K - $394K
8.37K $290K
MSTR
Microstrategy Inc

Technology
967
New
$162.69 - $473.83 $157K - $458K
967 $280K
AXP
American Express CO

Financial Services
692
+ 23.59%
$267.35 - $305.57 $185K - $211K
3.63K $1.08M
MA
Mastercard Inc

Financial Services
217
+ 4.38%
$491.3 - $536.15 $107K - $116K
5.17K $2.72M
SPG
Simon Property Group Inc

Real Estate
1.45K
+ 18.76%
$167.23 - $183.84 $242K - $266K
9.15K $1.58M
TCOM
Trip.Com Group LTD

Consumer Cyclical
3.85K
New
$58.0 - $75.06 $223K - $289K
3.85K $264K
ROKU
Roku, Inc

Communication Services
3.47K
New
$64.08 - $84.12 $222K - $292K
3.47K $258K
TROW
Price T Rowe Group Inc

Financial Services
2.25K
New
$106.48 - $124.69 $239K - $280K
2.25K $254K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
23.4K
New
$10.55 - $11.6 $247K - $271K
23.4K $248K
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.42K
+ 14.86%
$57.53 - $60.83 $312K - $329K
41.9K $2.41M
VBK
Vanguard Small Cap Growth ETF

ETFs
798
+ 71.25%
$264.18 - $304.19 $211K - $243K
1.92K $537K
CAG
Conagra Brands Inc.

Consumer Defensive
8.58K
New
$26.48 - $32.72 $227K - $281K
8.58K $238K
AI
C3.Ai, Inc.

Technology
6.74K
New
$22.6 - $42.94 $152K - $290K
6.74K $232K
PANW
Palo Alto Networks Inc

Technology
6.72K
+ 108.2%
$181.96 - $405.9 $1.22M - $2.73M
12.9K $2.35M
DIS
Walt Disney CO

Communication Services
149
+ 1.07%
$92.39 - $117.6 $13.8K - $17.5K
14.1K $1.57M
VEA
Vanguard Ftse Developed Market

ETFs
5.82K
+ 58.73%
$47.57 - $52.44 $277K - $305K
15.7K $752K
ORCL
Oracle Corp

Technology
1.7K
+ 11.33%
$165.41 - $192.43 $281K - $326K
16.7K $2.78M
RSG
Republic Services, Inc.

Industrials
1.11K
New
$198.0 - $218.75 $221K - $244K
1.11K $224K
PULS
Pgim ETF Tr

ETFs
4.5K
New
$49.51 - $49.79 $223K - $224K
4.5K $222K
U
Unity Software Inc.

Technology
9.85K
New
$17.34 - $27.72 $171K - $273K
9.85K $221K
FICO
Fair Isaac Corp

Technology
110
New
$1911.01 - $2382.4 $210K - $262K
110 $219K
CME
Cme Group Inc.

Financial Services
928
New
$221.17 - $246.02 $205K - $228K
928 $215K
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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