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
WM
Waste Management Inc

Industrials
132
+ 1.49%
$200.54 - $233.78 $26.5K - $30.9K
9K $2.08M
MCK
Mckesson Corp

Healthcare
15
+ 0.54%
$566.21 - $672.99 $8.49K - $10.1K
2.77K $1.86M
BRKR
Bruker Corp

Healthcare
8.48K
+ 232.12%
$41.74 - $62.95 $354K - $534K
12.1K $506K
OII
Oceaneering International Inc

Energy
15.6K
+ 133.54%
$19.14 - $27.93 $299K - $437K
27.3K $596K
CGDV
Capital Group Divid Value ETF

ETFs
7.65K
+ 20.03%
$34.95 - $37.36 $267K - $286K
45.9K $1.63M
ICVT
Ishares Tr Convertible Bond Et

ETFs
3.83K
+ 13.96%
$83.18 - $89.27 $319K - $342K
31.3K $2.61M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
792
+ 28.06%
$634.14 - $744.83 $502K - $590K
3.62K $2.29M
ZBRA
Zebra Technologies Corp

Technology
1.33K
+ 131.98%
$271.72 - $421.11 $362K - $561K
2.34K $662K
XLE
Energy Sector Spdr

ETFs
1.56K
+ 9.63%
$85.7 - $93.96 $133K - $146K
17.7K $1.66M
MGV
Vanguard Mega Cap Value

ETFs
2.1K
New
$123.61 - $133.01 $260K - $280K
2.1K $270K
ZM
Zoom Video Communications, Inc.

Technology
3.54K
New
$72.23 - $88.64 $256K - $314K
3.54K $261K
RIO
Rio Tinto PLC

Basic Materials
83
+ 0.04%
$58.19 - $64.29 $4.83K - $5.34K
201K $12.1M
CI
Cigna Corp

Healthcare
786
New
$274.49 - $329.0 $216K - $259K
786 $258K
SR
Spire Inc

Utilities
3.26K
New
$65.62 - $78.25 $214K - $255K
3.26K $255K
GE
General Electric CO

Industrials
928
+ 47.3%
$168.59 - $212.13 $156K - $197K
2.89K $578K
UGI
Ugi Corp

Utilities
7.33K
New
$28.0 - $34.16 $205K - $250K
7.33K $242K
TPL
Texas Pacific Land Corp

Energy
182
New
$1180.08 - $1431.01 $215K - $260K
182 $241K
TGTX
Tg Therapeutics, Inc.

Healthcare
5.9K
New
$27.67 - $42.99 $163K - $254K
5.9K $232K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.24K
+ 13.36%
$100.32 - $100.76 $225K - $226K
19K $1.91M
WFC
Wells Fargo & Company

Financial Services
3.07K
+ 49.56%
$66.78 - $81.42 $205K - $250K
9.27K $665K
HPQ
Hp Inc

Technology
8.34K
New
$27.69 - $34.72 $231K - $289K
8.34K $230K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.93K
New
$77.7 - $78.94 $227K - $231K
2.93K $230K
ZS
Zscaler, Inc.

Technology
1.16K
New
$181.66 - $216.87 $210K - $251K
1.16K $229K
TPG
Tpg Inc.

Financial Services
8K
+ 80.0%
$46.15 - $69.77 $369K - $558K
18K $853K
WSBC
Wesbanco Inc

Financial Services
7.28K
New
$30.36 - $37.08 $221K - $270K
7.28K $225K
NTRA
Natera, Inc.

Healthcare
1.57K
New
$132.63 - $177.0 $209K - $278K
1.57K $222K
CB
Chubb LTD

Financial Services
733
New
$257.71 - $301.99 $189K - $221K
733 $221K
PTCT
Ptc Therapeutics, Inc.

Healthcare
4.25K
New
$41.81 - $57.17 $178K - $243K
4.25K $216K
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.74K
New
$21.75 - $24.28 $212K - $236K
9.74K $215K
CHTR
Charter Communications, Inc.

Communication Services
583
New
$334.89 - $384.77 $195K - $224K
583 $214K
XEL
Xcel Energy Inc

Utilities
2.97K
New
$63.37 - $72.1 $188K - $214K
2.97K $210K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
7.75K
+ 69.91%
$26.64 - $27.14 $206K - $210K
18.8K $504K
NEE
Nextera Energy Inc

Utilities
2.95K
New
$66.96 - $76.16 $197K - $224K
2.95K $208K
NUE
Nucor Corp

Basic Materials
1.72K
+ 763.11%
$114.48 - $142.52 $197K - $245K
1.94K $233K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
150
New
$1227.6 - $1458.46 $184K - $219K
150 $202K
SLV
I Shares Silver Trust

ETFs
6.51K
New
$26.93 - $31.32 $175K - $204K
6.51K $201K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
377
New
$522.96 - $601.18 $197K - $227K
377 $201K
MPWR
Monolithic Power Systems Inc

Technology
361
+ 29.04%
$565.7 - $720.25 $204K - $260K
1.6K $930K
CHK
Chesapeake Energy Corp

Energy
2.28K
New
N/A
2.28K $195K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
8.09K
+ 4.67%
$22.25 - $23.0 $180K - $186K
181K $4.16M
RBLX
Roblox Corp

Communication Services
3.18K
+ 61.58%
$53.77 - $75.47 $171K - $240K
8.35K $486K
TDIV
First Trust Nasdaq Technology

ETFs
2.76K
+ 46.71%
$73.39 - $83.95 $202K - $231K
8.66K $637K
FICO
Fair Isaac Corp

Technology
103
+ 93.64%
$1695.35 - $2030.47 $175K - $209K
213 $392K
HBAN
Huntington Bancshares Inc

Financial Services
11.3K
New
$14.28 - $17.39 $161K - $197K
11.3K $169K
ROKU
Roku, Inc

Communication Services
2.51K
+ 72.23%
$67.36 - $99.07 $169K - $248K
5.98K $421K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
30.2K
+ 5.77%
$48.06 - $53.73 $1.45M - $1.62M
553K $27M
CL
Colgate Palmolive CO

Consumer Defensive
1.71K
New
$85.68 - $97.5 $147K - $167K
1.71K $160K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
3.37K
+ 39.98%
$43.76 - $45.31 $147K - $153K
11.8K $531K
D
Dominion Energy, Inc

Utilities
2.14K
+ 12.58%
$52.85 - $57.43 $113K - $123K
19.2K $1.08M
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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