Steel Peak Wealth Management LLC Purchases in Q3 2024

Steel Peak Wealth Management LLC

  • $2.25 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RY
Royal Bank Of Canada

Financial Services
1.78K
New
$105.65 - $124.73 $188K - $222K
1.78K $221K
ETR
Entergy Corp

Utilities
1.66K
New
$104.75 - $131.61 $174K - $219K
1.66K $218K
AOA
Ishares Tr Core Aggressive All

ETFs
756
+ 2.0%
$72.11 - $79.05 $54.5K - $59.8K
38.6K $3.04M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
879
+ 1.35%
$96.3 - $106.49 $84.6K - $93.6K
65.9K $6.89M
CI
Cigna Corp

Healthcare
619
New
$319.12 - $367.1 $198K - $227K
619 $214K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.55K
+ 33.33%
$57.22 - $80.08 $88.6K - $124K
6.19K $483K
STLD
Steel Dynamics Inc

Basic Materials
2.17K
+ 117.96%
N/A
4K $392K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
6.29K
New
$29.62 - $34.42 $186K - $217K
6.29K $210K
SLV
I Shares Silver Trust

ETFs
7.32K
New
$24.33 - $29.38 $178K - $215K
7.32K $207K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.09K
New
$98.97 - $99.59 $207K - $208K
2.09K $207K
IBB
Ishares Biotechnology ETF

ETFs
941
+ 11.53%
$135.09 - $149.47 $127K - $141K
9.1K $1.33M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
2.69K
New
$54.78 - $76.51 $147K - $206K
2.69K $204K
FTCS
First Trust Capital Strength E

ETFs
2.23K
New
$83.58 - $90.94 $186K - $203K
2.23K $202K
CMF
Ishares California Muni Bond E

ETFs
2.22K
+ 4.07%
$56.65 - $58.17 $126K - $129K
56.9K $3.31M
RDVY
First Trust Rising Dividend Ac

ETFs
577
+ 1.57%
$53.68 - $59.24 $31K - $34.2K
37.2K $2.2M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
608
+ 2.72%
$64.57 - $71.76 $39.3K - $43.6K
23K $1.65M
EMB
Ishares Tr

ETFs
12
+ 0.03%
$87.75 - $93.74 $1.05K - $1.12K
37.9K $3.55M
NIO
Nio Inc.

Consumer Cyclical
750
+ 1.02%
$3.67 - $6.68 $2.75K - $5.01K
74.6K $498K
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.18K
+ 6.79%
$77.24 - $83.67 $90.8K - $98.3K
18.5K $1.55M
BRKR
Bruker Corp

Healthcare
1.78K
+ 16.22%
$60.3 - $70.67 $107K - $125K
12.7K $878K
NTAP
Net App, Inc.

Technology
1.58K
+ 31.03%
$114.18 - $134.62 $180K - $212K
6.66K $821K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
951
+ 17.48%
$105.53 - $118.34 $100K - $113K
6.39K $747K
XLK
Technology Sector Spdr

ETFs
804
+ 2.44%
$197.34 - $237.68 $159K - $191K
33.8K $7.63M
TSCO
Tractor Supply CO

Consumer Cyclical
359
+ 13.98%
$251.95 - $290.93 $90.5K - $104K
2.93K $851K
COIN
Coinbase Global, Inc.

Technology
2.16K
+ 41.0%
$147.09 - $265.15 $317K - $572K
7.42K $1.32M
SOFI
So Fi Technologies, Inc.

Financial Services
19.5K
New
$6.32 - $8.19 $123K - $159K
19.5K $152K
SPG
Simon Property Group Inc

Real Estate
117
+ 1.54%
$146.09 - $170.11 $17.1K - $19.9K
7.71K $1.3M
CGGR
Capital Group Growth ETF Shs C

ETFs
3.48K
+ 27.6%
$30.71 - $34.79 $107K - $121K
16.1K $559K
VCV
Invesco California Value Municipal Income Trust

Financial Services
13.2K
New
$10.37 - $11.37 $137K - $150K
13.2K $143K
TDIV
First Trust Nasdaq Technology

ETFs
1.5K
+ 40.0%
$70.51 - $81.07 $106K - $122K
5.25K $421K
WRB
Berkley W R Corp

Financial Services
11.9K
+ 47.88%
$51.54 - $79.62 $615K - $950K
36.9K $2.09M
EME
Emcor Group, Inc.

Industrials
156
+ 15.54%
$340.22 - $435.6 $53.1K - $68K
1.16K $499K
UNP
Union Pacific Corp

Industrials
375
+ 18.71%
$221.78 - $256.09 $83.2K - $96K
2.38K $585K
TJX
Tjx Companies Inc

Consumer Cyclical
889
+ 25.62%
$107.93 - $120.23 $95.9K - $107K
4.36K $512K
FPE
First Tr Pfd Secs & Income ETF

ETFs
4.15K
+ 7.3%
$17.35 - $18.22 $72K - $75.6K
61K $1.1M
PCAR
Paccar Inc

Industrials
1.97K
+ 10.71%
$91.64 - $109.98 $180K - $216K
20.3K $2.01M
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.18K
+ 11.86%
$92.56 - $99.46 $109K - $118K
11.1K $1.07M
RTX
Raytheon Technologies Corp

Industrials
93
+ 1.95%
$99.55 - $123.34 $9.26K - $11.5K
4.86K $588K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.14K
+ 11.09%
$50.52 - $50.95 $108K - $109K
21.4K $1.09M
TTD
Trade Desk, Inc.

Technology
743
+ 34.53%
$83.08 - $110.79 $61.7K - $82.3K
2.9K $317K
ALL
Allstate Corp

Financial Services
290
+ 17.04%
$158.43 - $192.86 $45.9K - $55.9K
1.99K $377K
IBKR
Interactive Brokers Group, Inc.

Financial Services
342
+ 10.24%
$108.65 - $139.41 $37.2K - $47.7K
3.68K $513K
AJG
Arthur J. Gallagher & Co.

Financial Services
265
+ 23.92%
$259.22 - $299.75 $68.7K - $79.4K
1.37K $386K
BLK
Black Rock Inc.

Financial Services
30
+ 7.26%
$782.27 - $949.51 $23.5K - $28.5K
443 $420K
BRO
Brown & Brown, Inc.

Financial Services
482
+ 18.83%
$89.11 - $105.82 $43K - $51K
3.04K $315K
DKNG
Draft Kings Inc.

Consumer Cyclical
1.72K
+ 14.23%
$29.85 - $41.1 $51.4K - $70.8K
13.8K $542K
ACN
Accenture PLC

Technology
95
+ 10.24%
$295.44 - $355.81 $28.1K - $33.8K
1.02K $361K
NVS
Novartis Ag

Healthcare
521
+ 24.49%
$106.13 - $120.89 $55.3K - $63K
2.65K $304K
VDE
Vanguard Energy ETF

ETFs
708
+ 30.78%
$117.44 - $131.06 $83.1K - $92.8K
3.01K $368K
Activity Summary
Buys All Purchases 275 New Holdings 66 Increased Positions 209 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 26 Puts 16
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