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
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.58K
+ 11.78%
$55.73 - $66.16 $144K - $171K
24.5K $1.48M
CVLT
Commvault Systems Inc

Technology
1.47K
+ 50.09%
$132.26 - $177.6 $194K - $261K
4.41K $664K
CDNS
Cadence Design Systems Inc

Technology
304
+ 7.4%
$249.1 - $324.54 $75.7K - $98.7K
4.41K $1.33M
AIZ
Assurant, Inc.

Financial Services
1K
New
$186.6 - $228.68 $187K - $229K
1K $213K
IBKR
Interactive Brokers Group, Inc.

Financial Services
418
+ 11.35%
$138.3 - $192.95 $57.8K - $80.7K
4.1K $724K
MDT
Medtronic PLC

Healthcare
2.6K
New
$79.61 - $92.24 $207K - $240K
2.6K $207K
HLI
Houlihan Lokey, Inc.

Financial Services
1.19K
New
$158.81 - $190.49 $189K - $227K
1.19K $206K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.61K
+ 22.06%
$106.56 - $113.11 $278K - $295K
14.4K $1.54M
SKYY
First Trust Cloud Computing Et

ETFs
1.73K
New
$99.98 - $130.46 $173K - $225K
1.73K $205K
IEMG
Ishares Inc

ETFs
3.83K
+ 3.32%
N/A
119K $6.39M
JKHY
Henry Jack & Associates Inc

Technology
1.14K
New
$171.12 - $186.18 $195K - $213K
1.14K $200K
EME
Emcor Group, Inc.

Industrials
295
+ 25.43%
$427.96 - $526.95 $126K - $155K
1.46K $660K
CRS
Carpenter Technology Corp

Industrials
773
+ 25.92%
$149.5 - $196.14 $116K - $152K
3.76K $637K
VBR
Vanguard Small Cap Value ETF

ETFs
739
+ 38.92%
$197.36 - $217.3 $146K - $161K
2.64K $522K
CHKP
Check Point Software Technologies LTD

Technology
786
+ 51.41%
$170.18 - $209.01 $134K - $164K
2.32K $432K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1.01K
+ 40.61%
$232.27 - $300.43 $233K - $302K
3.48K $818K
EMB
Ishares Tr

ETFs
3.44K
+ 9.08%
$88.94 - $93.46 $306K - $322K
41.3K $3.68M
EPD
Enterprise Products Partners L.P.

Energy
1.71K
+ 5.13%
$28.66 - $34.43 $49.1K - $59K
35.1K $1.1M
NVO
Novo Nordisk A S

Healthcare
3.22K
+ 70.29%
$85.0 - $120.04 $274K - $387K
7.8K $671K
RSP
Invesco S&P 500 Equal Weight E

ETFs
743
+ 12.68%
$174.22 - $187.62 $129K - $139K
6.6K $1.16M
BYD
Boyd Gaming Corp

Consumer Cyclical
10
+ 0.08%
$62.5 - $75.64 $625 - $756
13.3K $965K
NU
Nu Holdings Ltd.

Financial Services
10.1K
New
$10.24 - $15.89 $104K - $161K
10.1K $104K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
5.89K
+ 46.44%
$9.71 - $15.34 $57.2K - $90.3K
18.6K $246K
CGGR
Capital Group Growth ETF Shs C

ETFs
1.68K
+ 10.43%
$34.49 - $39.24 $57.8K - $65.8K
17.8K $660K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.02K
+ 6.51%
$100.22 - $100.73 $103K - $103K
16.8K $1.68M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
875
+ 32.4%
$119.34 - $127.78 $104K - $112K
3.58K $426K
AOA
Ishares Tr Core Aggressive All

ETFs
2.24K
+ 5.81%
$76.61 - $79.88 $172K - $179K
40.8K $3.13M
RFM
River North Flexible Municipal Income Fund, Inc.

N/A
7K
+ 36.36%
$14.85 - $16.41 $104K - $115K
26.3K $390K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
884
+ 24.55%
$81.68 - $82.93 $72.2K - $73.3K
4.49K $367K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.68K
+ 34.2%
$42.33 - $43.3 $71.1K - $72.7K
6.59K $280K
VIG
Vanguard Dividend Appreciation

ETFs
354
+ 3.18%
N/A
11.5K $2.09M
PTC
Ptc Inc.

Technology
274
+ 6.73%
$175.97 - $201.89 $48.2K - $55.3K
4.35K $799K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.13K
+ 30.27%
$56.06 - $61.35 $63.1K - $69K
4.84K $273K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.18K
+ 27.41%
$51.54 - $52.55 $60.9K - $62.1K
5.5K $284K
BXSL
Blackstone Secured Lending Fund

Financial Services
200
+ 1.29%
$29.25 - $33.27 $5.85K - $6.65K
15.8K $508K
IVE
Ishares S&P 500 Value ETF

ETFs
2.81K
+ 3.65%
$189.5 - $206.17 $532K - $579K
79.8K $15.2M
SPYG
Spdr Portfolio

ETFs
262
+ 4.71%
$81.74 - $91.38 $21.4K - $23.9K
5.83K $512K
KKR
Kkr & Co. Inc.

Financial Services
52
+ 2.24%
$129.87 - $162.87 $6.75K - $8.47K
2.37K $350K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
500
+ 14.08%
$73.49 - $86.09 $36.7K - $43K
4.05K $312K
ARCC
Ares Capital Corp

Financial Services
120
+ 0.27%
$20.74 - $22.27 $2.49K - $2.67K
45K $984K
RTX
Raytheon Technologies Corp

Industrials
615
+ 12.65%
$114.45 - $127.21 $70.4K - $78.2K
5.48K $633K
TDY
Teledyne Technologies Inc

Technology
7
+ 0.45%
$436.59 - $489.24 $3.06K - $3.42K
1.56K $725K
RDVY
First Trust Rising Dividend Ac

ETFs
782
+ 2.1%
$58.65 - $64.37 $45.9K - $50.3K
38K $2.25M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
1
+ 0.01%
$70.54 - $79.61 $70.5 - $79.6
9.8K $745K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
818
+ 17.62%
$57.38 - $61.11 $46.9K - $50K
5.46K $318K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
995
+ 2.31%
$13.61 - $14.58 $13.5K - $14.5K
44.2K $636K
VNQ
Vanguard Specialized Funds Van

ETFs
801
+ 21.87%
$87.85 - $98.6 $70.4K - $79K
4.46K $397K
TDIV
First Trust Nasdaq Technology

ETFs
650
+ 12.38%
$78.03 - $82.13 $50.7K - $53.4K
5.9K $462K
IWD
Ishares Russell 1000 Val ETF

ETFs
245
+ 17.13%
$183.23 - $199.79 $44.9K - $48.9K
1.68K $310K
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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