Steel Peak Wealth Management LLC Incresed Positions in Q2 2025

Steel Peak Wealth Management LLC

  • $2.49 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
113K
+ 367.92%
$262.28 - $309.85 $29.6M - $34.9M
143K $40M
QQQ
Invesco Qqq Trust, Series 1

ETFs
42.9K
+ 52.85%
$416.06 - $551.64 $17.9M - $23.7M
124K $68.5M
META
Meta Platforms, Inc.

Communication Services
4.29K
+ 5.04%
$484.66 - $738.09 $2.08M - $3.17M
89.4K $66M
PEP
Pepsico Inc

Consumer Defensive
100K
+ 1098.05%
$128.02 - $151.37 $12.8M - $15.1M
109K $14.4M
EFV
Msci Eafe Value ETF

ETFs
181K
+ 53.53%
$52.4 - $64.65 $9.47M - $11.7M
518K $32.9M
TXN
Texas Instruments Inc

Technology
62.4K
+ 118.53%
N/A
115K $22.4M
AMD
Advanced Micro Devices Inc

Technology
9.13K
+ 3.48%
$78.21 - $143.81 $714K - $1.31M
271K $38.5M
COST
Costco Wholesale Corp

Consumer Defensive
9.36K
+ 116.54%
$908.13 - $1056.85 $8.5M - $9.89M
17.4K $17.2M
IEMG
Ishares Inc

ETFs
170K
+ 82.15%
N/A
376K $20.2M
VZ
Verizon Communications Inc

Communication Services
202K
+ 52.04%
$41.67 - $45.62 $8.41M - $9.2M
589K $25.5M
QCOM
Qualcomm Inc

Technology
36.2K
+ 25.3%
$124.66 - $159.48 $4.52M - $5.78M
179K $28.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.09K
+ 1.13%
$496.48 - $617.85 $541K - $673K
97.1K $60M
NKE
Nike, Inc.

Consumer Cyclical
76.1K
+ 296.35%
$53.27 - $72.04 $4.05M - $5.48M
102K $7.23M
CMCSA
Comcast Corp

Communication Services
165K
+ 49.33%
$32.84 - $36.72 $5.42M - $6.06M
499K $17.8M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
9.77K
+ 18.98%
$376.48 - $440.65 $3.68M - $4.3M
61.2K $27M
ABBV
Abb Vie Inc.

Healthcare
28.3K
+ 136.5%
$170.16 - $206.27 $4.82M - $5.85M
49.1K $9.11M
EBAY
Ebay Inc

Consumer Cyclical
62.2K
+ 363.77%
$59.52 - $79.36 $3.7M - $4.93M
79.2K $5.9M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
47K
+ 44.75%
$97.29 - $105.63 $4.58M - $4.97M
152K $15.5M
IVE
Ishares S&P 500 Value ETF

ETFs
19K
+ 15.48%
$168.34 - $195.42 $3.2M - $3.71M
142K $27.7M
OEF
Ishares S&P 100 ETF

ETFs
16.1K
+ 58.55%
N/A
43.5K $11.6M
KO
Coca Cola CO

Consumer Defensive
58.3K
+ 60.28%
$68.37 - $73.9 $3.98M - $4.3M
155K $11M
BK
Bank Of New York Mellon Corp

Financial Services
43.9K
+ 1270.49%
$73.31 - $91.62 $3.22M - $4.02M
47.4K $4.32M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
12.6K
+ 2.27%
$43.53 - $54.46 $547K - $685K
566K $30.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
8.19K
+ 4.33%
$152.42 - $182.82 $1.25M - $1.5M
197K $36M
IWM
Ishares Russell 2000 ETF

ETFs
10.1K
+ 12.03%
$174.82 - $215.79 $1.76M - $2.17M
93.6K $20.2M
IBM
International Business Machines Corp

Technology
5.7K
+ 14.36%
$221.03 - $294.78 $1.26M - $1.68M
45.4K $13.4M
EEM
Ishares Msci Emerging Markets

ETFs
55.1K
+ 35.89%
$38.52 - $48.28 $2.12M - $2.66M
209K $10.1M
XOM
Exxon Mobil Corp

Energy
34.9K
+ 90.09%
$99.93 - $119.04 $3.49M - $4.15M
73.6K $7.93M
VST
Vistra Corp.

Utilities
9.35K
+ 61.92%
$98.07 - $195.04 $917K - $1.82M
24.5K $4.74M
XLP
Consumer Staples Sector Spdr

ETFs
38.1K
+ 42.48%
N/A
128K $9.71M
RTX
Raytheon Technologies Corp

Industrials
18.2K
+ 329.93%
$113.75 - $148.48 $2.07M - $2.7M
23.7K $3.46M
ISRG
Intuitive Surgical Inc

Healthcare
2.29K
+ 7.53%
$451.58 - $565.94 $1.03M - $1.29M
32.6K $17.7M
ASML
Asml Holding Nv

Technology
2.08K
+ 32.58%
$595.37 - $815.24 $1.24M - $1.7M
8.47K $6.79M
WFC
Wells Fargo & Company

Financial Services
30.9K
+ 333.58%
$60.98 - $80.12 $1.88M - $2.48M
40.2K $3.22M
NOC
Northrop Grumman Corp

Industrials
5.08K
+ 184.55%
$456.3 - $540.39 $2.32M - $2.74M
7.83K $3.91M
HD
Home Depot, Inc.

Consumer Cyclical
6.79K
+ 31.88%
$335.24 - $380.78 $2.27M - $2.58M
28.1K $10.3M
COP
Conocophillips

Energy
27.8K
+ 665.6%
$82.66 - $106.1 $2.3M - $2.95M
31.9K $2.87M
VEA
Vanguard Ftse Developed Market

ETFs
39.3K
+ 359.3%
$45.65 - $57.01 $1.8M - $2.24M
50.3K $2.87M
HPQ
Hp Inc

Technology
93.1K
+ 1117.36%
$21.88 - $29.32 $2.04M - $2.73M
101K $2.48M
MPC
Marathon Petroleum Corp

Energy
11.9K
+ 94.13%
$118.55 - $170.08 $1.42M - $2.03M
24.6K $4.09M
EFA
Ishares Tr Msci Eafe ETF

ETFs
11.9K
+ 10.11%
$72.96 - $90.39 $867K - $1.07M
130K $11.6M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
46.5K
+ 957.81%
$38.81 - $44.28 $1.8M - $2.06M
51.3K $2.18M
HOOD
Robinhood Markets, Inc.

Technology
2.22K
+ 7.58%
$34.17 - $93.63 $75.8K - $208K
31.5K $2.95M
GE
General Electric CO

Industrials
5.85K
+ 202.25%
$166.81 - $257.39 $975K - $1.5M
8.74K $2.25M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
446
+ 1.14%
$180.84 - $240.32 $80.7K - $107K
39.7K $9.55M
ADBE
Adobe Inc.

Technology
3.23K
+ 14.82%
$340.0 - $420.68 $1.1M - $1.36M
25K $9.69M
UBER
Uber Technologies, Inc

Technology
581
+ 1.01%
$64.62 - $93.3 $37.5K - $54.2K
57.9K $5.4M
CRS
Carpenter Technology Corp

Industrials
2.07K
+ 36.88%
$151.3 - $276.38 $312K - $571K
7.66K $2.12M
SPOT
Spotify Technology S.A.

Communication Services
1K
+ 82.91%
$503.3 - $775.9 $505K - $779K
2.22K $1.7M
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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