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
EME
Emcor Group, Inc.

Industrials
766
+ 36.9%
$342.02 - $534.89 $262K - $410K
2.84K $1.52M
WDC
Western Digital Corp

Technology
2.61K
+ 10.9%
$30.54 - $63.99 $79.7K - $167K
26.6K $1.7M
AFL
Aflac Inc

Financial Services
7.83K
+ 41.78%
$99.77 - $112.45 $781K - $880K
26.6K $2.8M
QTWO
Q2 Holdings, Inc.

Technology
7.17K
New
$68.72 - $95.27 $493K - $683K
7.17K $671K
SNOW
Snowflake Inc.

Technology
202
+ 2.51%
$130.53 - $223.77 $26.4K - $45.2K
8.26K $1.85M
MRK
Merck & Co., Inc.

Healthcare
20.1K
+ 22.78%
$73.47 - $87.12 $1.48M - $1.75M
108K $8.58M
PFE
Pfizer Inc

Healthcare
36.2K
+ 16.37%
$21.59 - $24.84 $781K - $899K
257K $6.24M
MSCI
Msci Inc.

Financial Services
1.08K
New
$506.56 - $576.74 $547K - $623K
1.08K $622K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
543
+ 9.66%
$456.74 - $568.03 $248K - $308K
6.17K $3.5M
TTD
Trade Desk, Inc.

Technology
8.44K
New
$45.27 - $79.4 $382K - $670K
8.44K $607K
OKTA
Okta, Inc.

Technology
5.47K
New
$91.24 - $127.3 $499K - $696K
5.47K $546K
DHI
Horton D R Inc

Consumer Cyclical
3.99K
+ 65.91%
$115.1 - $129.63 $460K - $518K
10.1K $1.3M
ABT
Abbott Laboratories

Healthcare
3.25K
+ 21.35%
$123.95 - $138.08 $402K - $448K
18.4K $2.51M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.41K
+ 36.0%
$144.63 - $179.53 $348K - $432K
9.09K $1.5M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.15K
+ 172.81%
$91.43 - $91.74 $471K - $472K
8.13K $745K
TRV
Travelers Companies, Inc.

Financial Services
1.43K
+ 5.86%
$233.83 - $276.34 $335K - $396K
25.9K $6.93M
CVLT
Commvault Systems Inc

Technology
1.97K
+ 29.72%
$139.35 - $190.99 $274K - $375K
8.58K $1.5M
CHK
Chesapeake Energy Corp

Energy
4.83K
+ 212.39%
N/A
7.11K $609K
DELL
Dell Technologies Inc.

Technology
399
+ 3.47%
$71.63 - $125.98 $28.6K - $50.3K
11.9K $1.46M
BX
Blackstone Inc.

Financial Services
420
+ 1.2%
$120.07 - $151.11 $50.4K - $63.5K
35.4K $5.3M
WMT
Walmart Inc.

Consumer Defensive
1.98K
+ 9.63%
$81.79 - $99.98 $162K - $198K
22.6K $2.21M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.4K
+ 21.08%
$153.22 - $199.8 $214K - $279K
8.01K $1.5M
ARGX
Argenx Se

Healthcare
712
New
$532.27 - $656.65 $379K - $468K
712 $392K
TOST
Toast, Inc.

Technology
5K
+ 32.74%
$30.03 - $45.23 $150K - $226K
20.3K $897K
BEAM
Beam Therapeutics Inc.

Healthcare
23K
New
$14.54 - $20.24 $334K - $465K
23K $390K
VRSN
Verisign Inc

Technology
1.26K
New
$234.49 - $288.8 $295K - $363K
1.26K $363K
DKNG
Draft Kings Inc.

Consumer Cyclical
8.36K
New
$31.67 - $42.89 $265K - $359K
8.36K $358K
AOA
Ishares Tr Core Aggressive All

ETFs
772
+ 1.89%
$69.46 - $83.4 $53.6K - $64.4K
41.5K $3.46M
VONG
Vanguard Russell 1000 Growth E

ETFs
3.17K
New
$82.51 - $109.2 $261K - $346K
3.17K $345K
RSG
Republic Services, Inc.

Industrials
1.39K
New
$227.2 - $258.07 $316K - $359K
1.39K $343K
VRT
Vertiv Holdings CO

Industrials
3.71K
+ 11.93%
N/A
34.8K $3.01M
BRKR
Bruker Corp

Healthcare
7.8K
+ 64.33%
$35.5 - $42.18 $277K - $329K
19.9K $821K
CDNS
Cadence Design Systems Inc

Technology
464
+ 14.6%
$231.64 - $323.08 $107K - $150K
3.64K $1.12M
IBKR
Interactive Brokers Group, Inc.

Financial Services
24.1K
+ 258.84%
$50.53 - $212.53 $1.22M - $5.11M
33.4K $1.85M
LLY
Eli Lilly & CO

Healthcare
697
+ 13.25%
$713.71 - $898.95 $497K - $627K
5.96K $4.64M
COF
Capital One Financial Corp

Financial Services
412
+ 6.75%
$150.57 - $212.76 $62K - $87.7K
6.51K $1.39M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.92K
New
$99.1 - $99.49 $290K - $291K
2.92K $290K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.57K
New
$151.62 - $183.47 $238K - $288K
1.57K $288K
VIG
Vanguard Dividend Appreciation

ETFs
1.58K
+ 14.48%
N/A
12.5K $2.28M
URI
United Rentals, Inc.

Industrials
1
+ 0.05%
$551.94 - $753.4 $552 - $753
2.16K $1.62M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.97K
New
$63.54 - $68.5 $252K - $272K
3.97K $267K
ED
Consolidated Edison Inc

Utilities
2.63K
New
$98.05 - $113.3 $258K - $298K
2.63K $263K
STLD
Steel Dynamics Inc

Basic Materials
2.65K
New
N/A
2.65K $259K
UPST
Upstart Holdings, Inc.

Financial Services
3.96K
New
$34.8 - $64.85 $138K - $257K
3.96K $256K
TJX
Tjx Companies Inc

Consumer Cyclical
2.04K
New
$119.13 - $135.03 $244K - $276K
2.04K $252K
PGR
Progressive Corp

Financial Services
1.37K
+ 18.0%
$255.27 - $288.74 $348K - $394K
8.95K $2.39M
ACHR
Archer Aviation Inc.

Industrials
22.2K
New
$6.2 - $13.3 $137K - $295K
22.2K $240K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
4.95K
New
$45.71 - $61.66 $226K - $305K
4.95K $238K
AMT
American Tower Corp

Real Estate
1.06K
New
$203.96 - $228.19 $217K - $243K
1.06K $234K
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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