Steel Peak Wealth Management LLC Purchases in Q1 2025

Steel Peak Wealth Management LLC

  • $2.36 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
48
+ 1.09%
$71.17 - $73.66 $3.42K - $3.54K
4.46K $327K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
1.2K
+ 18.76%
$27.98 - $33.9 $33.5K - $40.6K
7.58K $212K
JKHY
Henry Jack & Associates Inc

Technology
4
+ 0.35%
$166.47 - $191.28 $666 - $765
1.15K $209K
COF
Capital One Financial Corp

Financial Services
3
+ 0.05%
$163.87 - $209.82 $492 - $629
6.1K $1.09M
SMRT
Smart Rent, Inc.

Technology
13.8K
+ 71.83%
$1.08 - $1.8 $14.9K - $24.8K
32.9K $39K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
190
+ 1.52%
$24.5 - $24.95 $4.66K - $4.74K
12.7K $313K
Ishares Bitcoin Trust ETF
7.02K
+ 42.51%
N/A
23.5K $0
Arista Networks Inc
5.97K
+ 22.37%
N/A
32.6K $0
Astera Labs Inc
5.35K
New
N/A
5.35K $0
Lam Research Corp
178
+ 0.42%
N/A
42.1K $0
Blackrock ETF Trust Ii
28.1K
+ 13.62%
N/A
234K $0
LYB
Lyondell Basell Industries N.V.

Basic Materials
186
+ 5.4%
$69.82 - $78.67 $13K - $14.6K
3.63K $255K
Intuitive Machines Inc
76.6K
New
N/A
76.6K $0
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
3.29K
New
N/A
3.29K $0
Celestica Inc
6.45K
+ 67.66%
N/A
16K $0
TFLR
T Rowe Price Exchange Traded F
43.8K
+ 28.66%
N/A
197K $0
Reddit Inc
1K
+ 94.52%
N/A
2.06K $0
Super Micro Computer Inc
5.23K
+ 71.78%
N/A
12.5K $0
Fidelity Wise Origin Bitcoin
2K
+ 40.0%
N/A
7K $0
Pimco ETF Tr
779
+ 6.73%
N/A
12.3K $0
BUCK
Simplify Exchange Traded Fds S
11.4K
New
N/A
11.4K $0
Paysafe Limited
44.2K
New
N/A
44.2K $0
Ouster Inc
49.9K
New
N/A
49.9K $0
CPRT
Copart Inc

Consumer Cyclical
23
+ 0.58%
$52.3 - $59.83 $1.2K - $1.38K
4K $226K
RMD
Resmed Inc

Healthcare
14
+ 1.57%
$219.7 - $257.65 $3.08K - $3.61K
907 $203K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
152
+ 1.15%
$45.03 - $48.14 $6.84K - $7.32K
13.4K $618K
MUB
Ishares National Muni Bond ETF

ETFs
255
+ 0.84%
$104.71 - $107.69 $26.7K - $27.5K
30.7K $3.24M
GLW
Corning Inc

Technology
69
+ 1.06%
$44.91 - $54.25 $3.1K - $3.74K
6.55K $299K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
527
+ 10.39%
$62.43 - $84.12 $32.9K - $44.3K
5.6K $364K
PATH
Ui Path, Inc.

Technology
5.23K
+ 19.05%
$9.97 - $15.19 $52.2K - $79.5K
32.7K $336K
VBR
Vanguard Small Cap Value ETF

ETFs
93
+ 3.53%
$183.02 - $207.75 $17K - $19.3K
2.73K $508K
DIS
Walt Disney CO

Communication Services
1.64K
+ 11.64%
$96.87 - $114.0 $159K - $187K
15.8K $1.56M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
200
+ 0.65%
$29.34 - $31.31 $5.87K - $6.26K
30.9K $915K
APP
App Lovin Corp

Technology
435
+ 19.0%
$238.08 - $510.13 $104K - $222K
2.72K $721K
SHOP
Shopify Inc.

Technology
4.51K
+ 10.79%
$90.59 - $129.31 $408K - $583K
46.3K $4.42M
TER
Teradyne, Inc

Technology
3.07K
+ 46.5%
$82.6 - $140.0 $254K - $430K
9.67K $798K
FIS
Fidelity National Information Services, Inc.

Technology
68
+ 0.92%
$68.12 - $83.42 $4.63K - $5.67K
7.47K $557K
NIO
Nio Inc.

Consumer Cyclical
86
+ 0.12%
$3.75 - $5.22 $323 - $449
74.7K $284K
TWST
Twist Bioscience Corp

Healthcare
86
+ 1.19%
$36.71 - $54.07 $3.16K - $4.65K
7.33K $287K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
274
+ 0.62%
$13.21 - $14.63 $3.62K - $4.01K
44.4K $586K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
3.5K
+ 4.07%
$28.64 - $32.91 $100K - $115K
89.4K $2.59M
EXPE
Expedia Group, Inc.

Consumer Cyclical
227
+ 3.35%
$157.11 - $206.52 $35.7K - $46.9K
7.01K $1.18M
LOW
Lowes Companies Inc

Consumer Cyclical
126
+ 1.46%
$222.66 - $268.42 $28.1K - $33.8K
8.79K $2.05M
AXP
American Express CO

Financial Services
15
+ 0.41%
$255.39 - $325.87 $3.83K - $4.89K
3.64K $979K
NVO
Novo Nordisk A S

Healthcare
408
+ 5.23%
$69.3 - $90.95 $28.3K - $37.1K
8.21K $570K
VUG
Vanguard Growth ETF

ETFs
228
+ 4.72%
$369.1 - $427.61 $84.2K - $97.5K
5.06K $1.88M
LC
Lending Club Corp

Financial Services
16K
+ 32.98%
$10.25 - $17.51 $164K - $280K
64.5K $665K
AMBA
Ambarella Inc

Technology
1.97K
+ 17.08%
$48.94 - $82.94 $96.4K - $163K
13.5K $679K
SQ
Block, Inc.

Technology
905
+ 10.57%
$54.04 - $92.95 $48.9K - $84.1K
9.47K $541K
Activity Summary
Buys All Purchases 316 New Holdings 86 Increased Positions 230 Sells All Sells 146 Reductions 146 Sold out 0 Options Calls 48 Puts 36
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