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
MCK
Mckesson Corp

Healthcare
93
+ 3.36%
$652.83 - $732.78 $60.7K - $68.1K
2.86K $2.1M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.02K
New
$171.4 - $227.1 $174K - $231K
1.02K $231K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.18K
New
$58.41 - $72.69 $186K - $231K
3.18K $231K
AES
Aes Corp

Utilities
21.9K
New
$9.63 - $12.55 $211K - $275K
21.9K $230K
FCX
Freeport Mcmoran Inc

Basic Materials
5.17K
New
$29.15 - $44.46 $151K - $230K
5.17K $224K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
2.42K
New
$88.49 - $92.4 $214K - $224K
2.42K $223K
JD
Jd.Com, Inc.

Consumer Cyclical
6.81K
New
$31.44 - $41.32 $214K - $281K
6.81K $222K
SSNC
Ss&C Technologies Holdings Inc

Technology
2.66K
New
$71.96 - $83.42 $191K - $222K
2.66K $219K
MDT
Medtronic PLC

Healthcare
2.5K
New
$80.68 - $88.86 $202K - $222K
2.5K $217K
RY
Royal Bank Of Canada

Financial Services
1.64K
New
$108.36 - $131.55 $178K - $216K
1.64K $216K
R
Ryder System Inc

Industrials
1.35K
New
$130.14 - $160.88 $176K - $218K
1.35K $215K
TT
Trane Technologies PLC

Industrials
484
New
$315.21 - $437.41 $153K - $212K
484 $211K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.73K
New
$62.73 - $78.42 $171K - $214K
2.73K $211K
ETSY
Etsy Inc

Consumer Cyclical
4.1K
New
$40.8 - $63.88 $167K - $262K
4.1K $205K
NTNX
Nutanix, Inc.

Technology
2.68K
New
$58.17 - $83.07 $156K - $223K
2.68K $204K
F
Ford Motor CO

Consumer Cyclical
16.8K
+ 64.17%
$8.69 - $10.85 $146K - $182K
42.9K $465K
FTCS
First Trust Capital Strength E

ETFs
2.23K
New
$81.6 - $92.39 $182K - $206K
2.23K $202K
IXN
Ishares Global Information Tec

ETFs
2.17K
New
$65.81 - $92.34 $143K - $200K
2.17K $200K
JNJ
Johnson & Johnson

Healthcare
9.65K
+ 9.88%
$146.36 - $159.82 $1.41M - $1.54M
107K $16.4M
TDIV
First Trust Nasdaq Technology

ETFs
556
+ 6.42%
$64.41 - $90.17 $35.8K - $50.1K
9.21K $830K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.72K
+ 10.13%
$49.79 - $50.75 $185K - $189K
40.4K $2.05M
MBB
Ishares Tr

ETFs
1.83K
+ 1.13%
$91.41 - $94.22 $167K - $172K
163K $15.3M
SOFI
So Fi Technologies, Inc.

Financial Services
801
+ 3.12%
$9.5 - $18.21 $7.61K - $14.6K
26.5K $482K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.64K
+ 44.19%
$61.92 - $81.5 $101K - $133K
5.34K $434K
CGGR
Capital Group Growth ETF Shs C

ETFs
830
+ 3.6%
$30.53 - $40.65 $25.3K - $33.7K
23.9K $971K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
81
+ 2.97%
$224.32 - $326.09 $18.2K - $26.4K
2.81K $915K
SO
Southern CO

Utilities
1.94K
+ 26.98%
$84.91 - $92.56 $165K - $180K
9.14K $839K
EMB
Ishares Tr

ETFs
726
+ 1.36%
$86.54 - $92.62 $62.8K - $67.2K
54.1K $5.01M
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
8.6K
+ 26.15%
$20.13 - $22.17 $173K - $191K
41.5K $899K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.21K
+ 2.98%
$45.88 - $54.4 $55.3K - $65.6K
41.6K $2.26M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
428
+ 10.25%
$101.69 - $139.02 $43.5K - $59.5K
4.61K $640K
BYD
Boyd Gaming Corp

Consumer Cyclical
9
+ 0.07%
$60.8 - $79.02 $547 - $711
13.3K $1.04M
DLR
Digital Realty Trust, Inc.

Real Estate
261
+ 7.61%
$136.11 - $177.69 $35.5K - $46.4K
3.69K $643K
VT
Vanguard Total World Stk Index

ETFs
729
+ 29.16%
$103.16 - $128.52 $75.2K - $93.7K
3.23K $414K
PWZ
Invesco California Amt Free Mu

ETFs
7.71K
+ 6.84%
$22.71 - $24.18 $175K - $186K
120K $2.81M
KR
Kroger CO

Consumer Defensive
1.47K
+ 33.44%
$64.62 - $74.0 $94.9K - $109K
5.86K $420K
AJG
Arthur J. Gallagher & Co.

Financial Services
440
+ 29.89%
$310.86 - $348.77 $137K - $153K
1.91K $612K
ORCC
Owl Rock Capital Corp

Financial Services
7.74K
+ 17.28%
N/A
52.5K $703K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.87K
+ 45.95%
$50.36 - $50.68 $94.3K - $94.9K
5.95K $301K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
7.54K
+ 6.52%
$22.18 - $23.36 $167K - $176K
123K $2.76M
VLO
Valero Energy Corp

Energy
45
+ 0.13%
$104.69 - $141.77 $4.71K - $6.38K
34.7K $4.66M
EWJ
Ishares Msci Japan ETF

ETFs
63
+ 0.52%
$61.32 - $75.28 $3.86K - $4.74K
12.3K $921K
PTCT
Ptc Therapeutics, Inc.

Healthcare
1.85K
+ 43.53%
$36.19 - $52.13 $67K - $96.4K
6.1K $297K
FMB
First Tr Exchange Traded Fd Ii

ETFs
2.21K
+ 4.28%
$49.12 - $50.93 $109K - $113K
53.9K $2.68M
ITM
Vaneck Intermediate Muni ETF

ETFs
1.5K
+ 2.57%
$44.27 - $45.82 $66.4K - $68.7K
59.9K $2.72M
PSX
Phillips 66

Energy
1.72K
+ 5.16%
$92.87 - $125.73 $160K - $216K
35.1K $4.18M
XRMI
Global X Fds S&P 500 Risk Mana

ETFs
4.85K
+ 12.01%
$17.45 - $18.49 $84.6K - $89.7K
45.2K $809K
AVB
Avalonbay Communities Inc

Real Estate
915
+ 8.36%
$187.23 - $215.61 $171K - $197K
11.9K $2.41M
TROW
Price T Rowe Group Inc

Financial Services
552
+ 25.08%
$80.27 - $98.06 $44.3K - $54.1K
2.75K $265K
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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