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
BEN
Franklin Resources Inc

Financial Services
113
+ 0.85%
$16.66 - $23.85 $1.88K - $2.7K
13.4K $318K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.99K
+ 3.36%
$48.13 - $49.85 $95.7K - $99.2K
61.1K $3M
HTGC
Hercules Capital, Inc.

Financial Services
5.1K
+ 15.39%
$16.24 - $19.1 $82.9K - $97.5K
38.3K $699K
CME
Cme Group Inc.

Financial Services
188
+ 20.15%
$252.37 - $290.71 $47.4K - $54.7K
1.12K $308K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
427
+ 1.99%
$19.1 - $23.83 $8.16K - $10.2K
21.8K $520K
EW
Edwards Lifesciences Corp

Healthcare
9
+ 0.09%
$67.07 - $78.22 $604 - $704
10.3K $801K
FIS
Fidelity National Information Services, Inc.

Technology
98
+ 1.31%
$68.14 - $82.13 $6.68K - $8.05K
7.57K $615K
VMC
Vulcan Materials CO

Basic Materials
4
+ 0.2%
$226.49 - $276.01 $906 - $1.1K
2.05K $535K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
14.6K
+ 20.89%
$3.97 - $5.84 $58K - $85.4K
84.6K $427K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
847
+ 1.55%
$47.02 - $47.83 $39.8K - $40.5K
55.5K $2.66M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
1.22K
+ 9.1%
$41.42 - $46.68 $50.5K - $56.9K
14.6K $665K
TDY
Teledyne Technologies Inc

Technology
38
+ 2.24%
$435.54 - $512.31 $16.6K - $19.5K
1.73K $888K
KKR
Kkr & Co. Inc.

Financial Services
20
+ 0.85%
$92.79 - $134.29 $1.86K - $2.69K
2.37K $315K
EPD
Enterprise Products Partners L.P.

Energy
4.94K
+ 13.84%
$28.95 - $34.22 $143K - $169K
40.6K $1.26M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
497
+ 3.52%
$22.61 - $26.12 $11.2K - $13K
14.6K $382K
FIBK
First Interstate Bancsystem Inc

Financial Services
1.25K
+ 17.34%
$23.86 - $29.01 $29.9K - $36.3K
8.48K $244K
DGX
Quest Diagnostics Inc

Healthcare
268
+ 1.82%
N/A
15K $2.05M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
53
+ 0.89%
$90.56 - $109.49 $4.8K - $5.8K
6.03K $658K
NUE
Nucor Corp

Basic Materials
122
+ 6.28%
$103.22 - $131.43 $12.6K - $16K
2.06K $267K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
601
+ 5.09%
$43.65 - $45.44 $26.2K - $27.3K
12.4K $563K
AOM
Ishares Tr Core Moderate Alloc

ETFs
4
+ 0.03%
$41.55 - $46.04 $166 - $184
15.1K $695K
IWD
Ishares Russell 1000 Val ETF

ETFs
109
+ 7.12%
$166.82 - $194.23 $18.2K - $21.2K
1.64K $318K
ARCC
Ares Capital Corp

Financial Services
1.72K
+ 3.63%
$18.91 - $22.43 $32.5K - $38.6K
49.2K $1.08M
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
122
+ 1.61%
$24.54 - $30.41 $2.99K - $3.71K
7.7K $234K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
312
+ 1.81%
$49.57 - $50.27 $15.5K - $15.7K
17.5K $881K
EXPE
Expedia Group, Inc.

Consumer Cyclical
99
+ 1.41%
$136.63 - $176.62 $13.5K - $17.5K
7.1K $1.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
198
+ 4.94%
$96.84 - $99.46 $19.2K - $19.7K
4.21K $417K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
10
+ 2.65%
$468.22 - $566.51 $4.68K - $5.67K
387 $219K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
15.3K
New
$0.91 - $1.45 $13.9K - $22.2K
15.3K $18K
UNP
Union Pacific Corp

Industrials
125
+ 5.78%
$208.27 - $238.46 $26K - $29.8K
2.29K $526K
UNH
Unitedhealth Group Inc

Healthcare
4.1K
+ 68.7%
$274.35 - $599.47 $1.13M - $2.46M
10.1K $3.14M
SHEL
Shell PLC

Energy
431
+ 7.45%
$59.75 - $73.05 $25.8K - $31.5K
6.22K $437K
CRDF
Cardiff Oncology, Inc.

Healthcare
4.3K
+ 23.24%
$2.38 - $4.3 $10.2K - $18.5K
22.8K $71K
WSBC
Wesbanco Inc

Financial Services
186
+ 2.56%
$26.79 - $32.33 $4.98K - $6.01K
7.47K $236K
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
10.6K
New
$0.87 - $1.19 $9.22K - $12.6K
10.6K $11K
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
1.7K
+ 8.29%
$12.22 - $13.5 $20.8K - $23K
22.2K $280K
IBRX
Immunity Bio, Inc.

Healthcare
3.36K
+ 32.92%
$1.89 - $3.44 $6.35K - $11.6K
13.6K $35K
WM
Waste Management Inc

Industrials
126
+ 1.4%
$216.47 - $242.1 $27.3K - $30.5K
9.12K $2.09M
ITW
Illinois Tool Works Inc

Industrials
12
+ 1.2%
$218.41 - $252.43 $2.62K - $3.03K
1.01K $249K
RFM
River North Flexible Municipal Income Fund, Inc.

N/A
1.8K
+ 6.43%
$13.58 - $14.89 $24.4K - $26.8K
29.8K $415K
Coreweave Inc
3.64K
New
N/A
3.64K $0
Blackrock ETF Trust
379K
New
N/A
379K $0
BUCK
Simplify Exchange Traded Fds S
7K
+ 61.61%
N/A
18.3K $0
Linde PLC
28.5K
+ 166.6%
N/A
45.7K $0
Liberty Media Corp Del
2.18K
New
N/A
2.18K $0
FSCO
Fs Cr Opportunities Corp Com
12.6K
New
N/A
12.6K $0
Tempus Ai Inc
5.71K
New
N/A
5.71K $0
Ge Vernova Inc
3.27K
+ 196.81%
N/A
4.94K $0
Ishares Bitcoin Trust ETF
4.95K
+ 21.04%
N/A
28.5K $0
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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