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
MLM
Martin Marietta Materials Inc

Basic Materials
151
+ 4.95%
$502.48 - $593.35 $75.9K - $89.6K
3.2K $1.72M
VUG
Vanguard Growth ETF

ETFs
96
+ 3.8%
$341.08 - $391.94 $32.7K - $37.6K
2.62K $1.01M
KKR
Kkr & Co. Inc.

Financial Services
19
+ 0.83%
$104.51 - $133.23 $1.99K - $2.53K
2.32K $302K
DHR
Danaher Corp

Healthcare
76
+ 5.65%
$239.25 - $280.76 $18.2K - $21.3K
1.42K $394K
ADP
Automatic Data Processing Inc

Industrials
40
+ 3.35%
$233.44 - $279.45 $9.34K - $11.2K
1.24K $341K
GLW
Corning Inc

Technology
239
+ 3.3%
$37.76 - $46.2 $9.02K - $11K
7.48K $337K
DGRO
Ishares Core Dividend Growth E

ETFs
230
+ 3.06%
$57.47 - $62.76 $13.2K - $14.4K
7.76K $486K
VNQ
Vanguard Specialized Funds Van

ETFs
14
+ 0.38%
$82.97 - $98.97 $1.16K - $1.39K
3.66K $356K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.21K
+ 30.89%
$42.59 - $60.56 $51.7K - $73.5K
5.14K $259K
AOM
Ishares Tr Core Moderate Alloc

ETFs
277
+ 1.6%
$42.66 - $45.18 $11.8K - $12.5K
17.6K $792K
UGI
Ugi Corp

Utilities
1.12K
+ 12.46%
$22.23 - $25.05 $24.9K - $28K
10.1K $252K
RACE
Ferrari N.V.

Consumer Cyclical
20
+ 3.75%
$405.92 - $496.79 $8.12K - $9.94K
554 $260K
ITW
Illinois Tool Works Inc

Industrials
48
+ 4.76%
$233.14 - $263.97 $11.2K - $12.7K
1.06K $277K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
314
+ 3.31%
$63.74 - $73.47 $20K - $23.1K
9.8K $701K
VBR
Vanguard Small Cap Value ETF

ETFs
13
+ 0.69%
$179.99 - $201.6 $2.34K - $2.62K
1.9K $381K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
715
+ 12.62%
$50.63 - $51.11 $36.2K - $36.5K
6.38K $325K
UVV
Universal Corp

Consumer Defensive
286
+ 6.56%
$46.58 - $54.85 $13.3K - $15.7K
4.65K $246K
SYK
Stryker Corp

Healthcare
54
+ 7.28%
$315.94 - $371.96 $17.1K - $20.1K
796 $287K
NWN
Northwest Natural Holding CO

Utilities
133
+ 2.23%
$35.25 - $40.82 $4.69K - $5.43K
6.09K $248K
NWE
Northwestern Corp

Utilities
44
+ 0.98%
$48.68 - $57.27 $2.14K - $2.52K
4.53K $258K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1K
+ 8.06%
$24.39 - $25.28 $24.4K - $25.3K
13.4K $336K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
850
+ 8.37%
$28.09 - $30.4 $23.9K - $25.8K
11K $333K
VOT
Vanguard Mid Cap Growth Index

ETFs
19
+ 0.95%
$218.05 - $243.47 $4.14K - $4.63K
2.02K $491K
XLG
Invesco Exchange Traded Fd Tr

ETFs
221
+ 1.8%
$42.54 - $47.97 $9.4K - $10.6K
12.5K $594K
IWD
Ishares Russell 1000 Val ETF

ETFs
57
+ 4.15%
$173.36 - $189.8 $9.88K - $10.8K
1.43K $271K
AVA
Avista Corp

Utilities
117
+ 1.83%
$33.57 - $39.64 $3.93K - $4.64K
6.52K $252K
MAR
Marriott International Inc

Consumer Cyclical
26
+ 0.72%
$211.35 - $255.11 $5.5K - $6.63K
3.62K $900K
PTC
Ptc Inc.

Technology
173
+ 4.43%
$164.85 - $187.32 $28.5K - $32.4K
4.07K $736K
SPYG
Spdr Portfolio

ETFs
117
+ 2.15%
$73.38 - $84.1 $8.59K - $9.84K
5.56K $461K
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
1.55K
+ 9.78%
$12.72 - $16.03 $19.7K - $24.8K
17.4K $242K
QLD
Proshares Ultra Qqq

ETFs
1
+ 0.0%
$81.06 - $109.83 $81.1 - $110
26.1K $2.63M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
394
+ 6.86%
$50.25 - $50.74 $19.8K - $20K
6.13K $311K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
212
+ 5.24%
$91.42 - $91.82 $19.4K - $19.5K
4.26K $391K
ROST
Ross Stores, Inc.

Consumer Cyclical
50
+ 2.42%
$136.06 - $155.24 $6.8K - $7.76K
2.12K $318K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
16
+ 1.47%
$1024.09 - $1201.76 $16.4K - $19.2K
1.11K $1.16M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
195
+ 0.45%
$12.65 - $13.91 $2.47K - $2.71K
43.2K $594K
AIG
American International Group, Inc.

Financial Services
667
+ 1.63%
$70.16 - $79.23 $46.8K - $52.8K
41.7K $3.05M
CPRT
Copart Inc

Consumer Cyclical
142
+ 3.73%
$49.19 - $55.54 $6.98K - $7.89K
3.95K $207K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
5
+ 0.13%
$59.61 - $60.15 $298 - $301
3.94K $235K
UTES
Virtus Reaves Utilities ETF
7.73K
New
N/A
7.73K $0
Paysafe Limited
25K
New
N/A
25K $0
Hut 8 Corp
46.3K
New
N/A
46.3K $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
620
+ 9.6%
N/A
7.08K $0
Ge Vernova Inc
38
+ 2.48%
N/A
1.57K $0
Ea Series Trust
12.5K
New
N/A
12.5K $0
Reddit Inc
38
+ 4.0%
N/A
989 $0
First Tr Exch Traded Fd Iii
1.8K
+ 12.54%
N/A
16.2K $0
Proshares Tr
5.12K
+ 16.76%
N/A
35.7K $0
Blackrock ETF Trust Ii
105K
+ 102.44%
N/A
207K $0
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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