Steel Peak Wealth Management LLC Purchases in Q1 2025

Steel Peak Wealth Management LLC

  • $2.36 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ATO
Atmos Energy Corp

Utilities
4.42K
+ 41.43%
$136.51 - $154.58 $603K - $683K
15.1K $2.33M
IBKR
Interactive Brokers Group, Inc.

Financial Services
5.2K
+ 126.7%
$161.03 - $235.53 $837K - $1.22M
9.3K $1.54M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
16.1K
+ 77.91%
$50.48 - $51.04 $811K - $820K
36.7K $1.86M
RCAT
Red Cat Holdings, Inc.

Technology
136K
New
$4.82 - $14.19 $657K - $1.93M
136K $801K
PGR
Progressive Corp

Financial Services
1.92K
+ 33.87%
$235.61 - $291.22 $452K - $559K
7.59K $2.15M
IRTC
I Rhythm Technologies, Inc.

Healthcare
7.49K
New
$89.44 - $119.44 $670K - $894K
7.49K $783K
SNOW
Snowflake Inc.

Technology
5.48K
+ 212.9%
$146.16 - $192.78 $801K - $1.06M
8.05K $1.18M
DHI
Horton D R Inc

Consumer Cyclical
6.06K
New
$125.29 - $147.65 $759K - $894K
6.06K $770K
TSCO
Tractor Supply CO

Consumer Cyclical
13.3K
+ 115.54%
$51.66 - $57.94 $686K - $770K
24.8K $1.37M
MAR
Marriott International Inc

Consumer Cyclical
4.64K
+ 53.83%
$237.01 - $304.45 $1.1M - $1.41M
13.3K $3.16M
XRMI
Global X Fds S&P 500 Risk Mana

ETFs
40.4K
New
$18.37 - $19.62 $742K - $792K
40.4K $744K
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
32.9K
New
$21.6 - $23.19 $710K - $763K
32.9K $725K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
8.47K
+ 11.94%
$48.65 - $53.06 $412K - $449K
79.4K $4.12M
PSN
Parsons Corp

Industrials
12K
New
$55.35 - $96.44 $663K - $1.15M
12K $708K
PULS
Pgim ETF Tr

ETFs
14.1K
+ 313.91%
$49.56 - $49.78 $700K - $703K
18.6K $926K
PNC
Pnc Financial Services Group, Inc.

Financial Services
5.49K
+ 34.72%
$168.84 - $202.89 $927K - $1.11M
21.3K $3.74M
TCOM
Trip.Com Group LTD

Consumer Cyclical
11.2K
+ 290.94%
$56.68 - $73.5 $635K - $823K
15.1K $957K
SPOT
Spotify Technology S.A.

Communication Services
1.21K
New
$457.79 - $648.32 $554K - $785K
1.21K $666K
RKLB
Rocket Lab Usa, Inc.

Industrials
33.7K
New
$17.12 - $31.57 $577K - $1.06M
33.7K $602K
TFLO
Ishares Treasury Floating Rate

ETFs
11.4K
+ 11.84%
$50.48 - $50.68 $575K - $578K
108K $5.45M
UAL
United Airlines Holdings, Inc.

Industrials
10.7K
+ 196.8%
$69.05 - $110.52 $740K - $1.18M
16.2K $1.12M
WDC
Western Digital Corp

Technology
17.1K
+ 249.23%
$40.43 - $72.03 $691K - $1.23M
24K $968K
QRMI
Global X Fds Nasdaq 100 Risk M

ETFs
32.9K
New
$16.63 - $17.76 $548K - $585K
32.9K $548K
PWZ
Invesco California Amt Free Mu

ETFs
25.9K
+ 29.82%
$23.68 - $24.72 $613K - $640K
113K $2.69M
CMCSA
Comcast Corp

Communication Services
19.8K
+ 6.28%
$33.19 - $38.23 $656K - $756K
334K $12.3M
HYDB
Ishares Tr Edge High Yield Def

ETFs
10.8K
+ 41.92%
$46.82 - $47.8 $507K - $518K
36.7K $1.73M
TOST
Toast, Inc.

Technology
15.3K
New
$32.61 - $41.98 $498K - $641K
15.3K $506K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
17K
New
$25.2 - $68.74 $428K - $1.17M
17K $502K
EW
Edwards Lifesciences Corp

Healthcare
6.74K
+ 192.49%
$67.95 - $76.19 $458K - $514K
10.2K $742K
CCL
Carnival Corp

Consumer Cyclical
24.2K
New
$19.08 - $28.49 $462K - $690K
24.2K $472K
HWM
Howmet Aerospace Inc.

Industrials
2.6K
+ 39.48%
$110.79 - $139.39 $288K - $362K
9.17K $1.19M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
21.4K
New
$21.23 - $23.75 $455K - $509K
21.4K $461K
AFL
Aflac Inc

Financial Services
2.94K
+ 18.59%
$100.99 - $111.19 $297K - $327K
18.7K $2.08M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
11.7K
New
$36.63 - $37.45 $430K - $439K
11.7K $431K
DHR
Danaher Corp

Healthcare
2.09K
New
$201.62 - $250.59 $422K - $524K
2.09K $428K
COIN
Coinbase Global, Inc.

Technology
3.18K
+ 152.32%
$172.23 - $301.3 $548K - $958K
5.27K $906K
CVLT
Commvault Systems Inc

Technology
2.21K
+ 50.17%
$146.82 - $187.9 $324K - $415K
6.62K $1.04M
CRS
Carpenter Technology Corp

Industrials
1.84K
+ 49.11%
$172.39 - $212.53 $318K - $392K
5.6K $1.01M
ILMN
Illumina, Inc.

Healthcare
4.76K
New
$79.34 - $144.22 $377K - $686K
4.76K $377K
ITM
Vaneck Intermediate Muni ETF

ETFs
8.88K
+ 17.94%
$45.21 - $46.67 $402K - $415K
58.4K $2.66M
CCI
Crown Castle International Corp

Real Estate
2.32K
+ 23.66%
$84.33 - $106.39 $196K - $247K
12.1K $1.27M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.74K
New
$203.38 - $274.79 $354K - $478K
1.74K $357K
TPYP
Managed Portfolio Ser Tortoise

ETFs
9.75K
New
$34.32 - $37.26 $335K - $363K
9.75K $354K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.5K
New
$91.76 - $103.26 $321K - $362K
3.5K $323K
TXG
10x Genomics, Inc.

Healthcare
37.1K
New
$8.73 - $16.31 $324K - $605K
37.1K $323K
FSLR
First Solar, Inc.

Technology
4.93K
+ 81.04%
$126.34 - $197.73 $623K - $975K
11K $1.39M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.1K
+ 19.73%
$132.75 - $177.12 $146K - $195K
6.69K $1.02M
TFC
Truist Financial Corp

Financial Services
11.6K
+ 14.76%
$39.48 - $48.15 $457K - $557K
89.9K $3.7M
PTC
Ptc Inc.

Technology
2.72K
+ 62.6%
$153.3 - $193.48 $417K - $527K
7.07K $1.1M
Activity Summary
Buys All Purchases 316 New Holdings 86 Increased Positions 230 Sells All Sells 146 Reductions 146 Sold out 0 Options Calls 48 Puts 36
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