Steel Peak Wealth Management LLC Purchases in Q4 2024

Steel Peak Wealth Management LLC

  • $2.41 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
4K
+ 27.59%
$13.32 - $14.58 $53.3K - $58.3K
18.5K $247K
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.81K
+ 312.92%
$25.93 - $105.3 $254K - $1.03M
12.9K $360K
AJG
Arthur J. Gallagher & Co.

Financial Services
104
+ 7.57%
$278.49 - $315.16 $29K - $32.8K
1.48K $419K
SMRT
Smart Rent, Inc.

Technology
19.2K
New
$1.41 - $1.96 $27K - $37.6K
19.2K $33K
HTGC
Hercules Capital, Inc.

Financial Services
804
+ 2.73%
$18.53 - $20.22 $14.9K - $16.3K
30.3K $608K
XLE
Energy Sector Spdr

ETFs
705
+ 4.56%
$83.32 - $97.27 $58.7K - $68.6K
16.2K $1.38M
MUB
Ishares National Muni Bond ETF

ETFs
828
+ 2.79%
$105.78 - $108.7 $87.6K - $90K
30.5K $3.25M
ETR
Entergy Corp

Utilities
1.56K
+ 93.99%
$73.19 - $156.4 $114K - $245K
3.23K $244K
D
Dominion Energy, Inc

Utilities
1.6K
+ 10.36%
$52.63 - $60.92 $84.2K - $97.4K
17K $917K
ORCC
Owl Rock Capital Corp

Financial Services
1.7K
+ 4.72%
N/A
37.7K $505K
CPRT
Copart Inc

Consumer Cyclical
20
+ 0.51%
$51.36 - $63.8 $1.03K - $1.28K
3.97K $227K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
10.2K
New
$1.55 - $2.65 $15.9K - $27.1K
10.2K $18K
ZBRA
Zebra Technologies Corp

Technology
2
+ 0.2%
$360.09 - $411.94 $720 - $824
1.01K $390K
NRDY
Nerdy Inc.

Technology
10K
New
$0.82 - $1.9 $8.2K - $19K
10K $16K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
518
+ 4.07%
$46.92 - $51.34 $24.3K - $26.6K
13.2K $625K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
260
+ 4.24%
$50.37 - $50.6 $13.1K - $13.2K
6.39K $322K
GD
General Dynamics Corp

Industrials
203
+ 18.19%
$260.28 - $314.03 $52.8K - $63.7K
1.32K $347K
IFRA
Ishares Tr

ETFs
943
+ 1.78%
$45.94 - $51.71 $43.3K - $48.8K
53.8K $2.49M
HYLS
First Tr Tactical High Yield L

ETFs
400
+ 2.6%
$41.29 - $42.03 $16.5K - $16.8K
15.8K $653K
EXC
Exelon Corp

Utilities
181
New
$36.22 - $40.97 $6.56K - $7.42K
181 $6K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
140
+ 2.19%
$50.73 - $51.08 $7.1K - $7.15K
6.52K $331K
ROST
Ross Stores, Inc.

Consumer Cyclical
7
+ 0.33%
$138.59 - $156.61 $970 - $1.1K
2.12K $321K
SYK
Stryker Corp

Healthcare
9
+ 1.13%
$345.14 - $392.15 $3.11K - $3.53K
805 $289K
PATH
Ui Path, Inc.

Technology
220
+ 0.81%
$11.95 - $15.5 $2.63K - $3.41K
27.5K $349K
Lam Research Corp
41.9K
New
N/A
41.9K $0
TFLR
T Rowe Price Exchange Traded F
80.8K
+ 112.03%
N/A
153K $0
Arista Networks Inc
26.7K
New
N/A
26.7K $0
Xti Aerospace Inc
96K
New
N/A
96K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
300
+ 8.76%
N/A
3.73K $0
Blackrock Inc
810
New
N/A
810 $0
Ishares Bitcoin Trust ETF
4.06K
+ 32.64%
N/A
16.5K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
100
+ 1.36%
N/A
7.45K $0
Linde PLC
9.21K
+ 49.84%
N/A
27.7K $0
Vanguard Calif Tax Free Fds
27.4K
New
N/A
27.4K $0
Ge Vernova Inc
102
+ 6.5%
N/A
1.67K $0
Celestica Inc
9.54K
New
N/A
9.54K $0
Cooper Cos Inc
4.66K
New
N/A
4.66K $0
Pimco ETF Tr
11.6K
New
N/A
11.6K $0
Ea Series Trust
1.45K
+ 11.62%
N/A
13.9K $0
Nikola Corp
10K
New
N/A
10K $0
Proshares Tr
765
+ 3.37%
N/A
23.5K $0
Proshares Tr
280
+ 0.78%
N/A
36K $0
Canadian Pacific Kansas City
5.24K
New
N/A
5.24K $0
Reddit Inc
69
+ 6.98%
N/A
1.06K $0
Super Micro Computer Inc
7.28K
New
N/A
7.28K $0
Fidelity Wise Origin Bitcoin
5K
New
N/A
5K $0
First Tr Exch Traded Fd Iii
600
+ 3.72%
N/A
16.8K $0
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
16
+ 0.38%
$91.29 - $91.8 $1.46K - $1.47K
4.28K $390K
ITW
Illinois Tool Works Inc

Industrials
9
+ 0.85%
$253.56 - $278.5 $2.28K - $2.51K
1.07K $270K
Activity Summary
Buys All Purchases 271 New Holdings 96 Increased Positions 175 Sells All Sells 179 Reductions 179 Sold out 0 Options Calls 47 Puts 22
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