Steel Peak Wealth Management LLC Incresed Positions in Q1 2025

Steel Peak Wealth Management LLC

  • $2.36 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
56.8K
+ 348.11%
$542.38 - $646.34 $30.8M - $36.7M
73.1K $39.7M
PLTR
Palantir Technologies Inc.

Technology
321K
+ 589.3%
$64.98 - $124.62 $20.8M - $40M
375K $31.6M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
401K
+ 126.71%
$49.78 - $53.19 $20M - $21.4M
718K $36.7M
CVX
Chevron Corp

Energy
93.7K
+ 209.11%
$146.71 - $167.97 $13.7M - $15.7M
138K $23.2M
QCOM
Qualcomm Inc

Technology
85.5K
+ 147.95%
$151.94 - $175.86 $13M - $15M
143K $22M
HON
Honeywell International Inc

Industrials
51.1K
+ 129.27%
$202.75 - $226.52 $10.4M - $11.6M
90.6K $19.2M
GILD
Gilead Sciences, Inc.

Healthcare
75.9K
+ 142.49%
$89.14 - $117.41 $6.77M - $8.91M
129K $14.5M
KMI
Kinder Morgan, Inc.

Energy
305K
+ 552.07%
$26.1 - $31.22 $7.96M - $9.52M
360K $10.3M
IVE
Ishares S&P 500 Value ETF

ETFs
42.9K
+ 53.79%
$185.78 - $198.58 $7.98M - $8.53M
123K $23.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
115K
+ 9.42%
$44.72 - $46.25 $5.15M - $5.32M
1.34M $61.6M
JNJ
Johnson & Johnson

Healthcare
25.8K
+ 35.81%
$142.06 - $167.7 $3.66M - $4.32M
97.7K $16.2M
PFE
Pfizer Inc

Healthcare
203K
+ 1101.29%
$25.01 - $27.13 $5.07M - $5.5M
221K $5.6M
GOOGL
Alphabet Inc.

Communication Services
93.6K
+ 33.31%
$154.33 - $206.19 $14.4M - $19.3M
375K $57.9M
IEMG
Ishares Inc

ETFs
87.4K
+ 73.36%
N/A
207K $11.1M
TMUS
T Mobile Us, Inc.

Communication Services
1.64K
+ 1.79%
$211.3 - $272.83 $346K - $447K
93K $24.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
33.4K
+ 21.48%
$168.16 - $186.21 $5.62M - $6.22M
189K $32.3M
MS
Morgan Stanley

Financial Services
39.8K
+ 186.33%
$111.68 - $141.08 $4.44M - $5.61M
61.1K $7.13M
UPS
United Parcel Service Inc

Industrials
41K
+ 896.22%
$109.66 - $136.26 $4.5M - $5.59M
45.6K $5.02M
PFM
Invesco Exchange Traded Fd Tr

ETFs
95.5K
+ 167.64%
$44.92 - $48.18 $4.29M - $4.6M
152K $6.98M
MMM
3 M CO

Industrials
25.5K
+ 74.97%
$129.7 - $155.12 $3.3M - $3.95M
59.4K $8.73M
CSCO
Cisco Systems, Inc.

Technology
44.2K
+ 7.18%
$58.74 - $64.87 $2.6M - $2.87M
660K $40.7M
IAU
Ishares Gold Trust

ETFs
64.5K
+ 133.84%
$49.74 - $58.96 $3.21M - $3.8M
113K $6.64M
MSFT
Microsoft Corp

Technology
28.3K
+ 20.14%
$375.39 - $447.2 $10.6M - $12.7M
169K $63.4M
VZ
Verizon Communications Inc

Communication Services
42.6K
+ 12.36%
$37.81 - $46.49 $1.61M - $1.98M
388K $17.6M
MRK
Merck & Co., Inc.

Healthcare
46.5K
+ 111.18%
$83.01 - $101.02 $3.86M - $4.69M
88.2K $7.92M
JPM
Jpmorgan Chase & CO

Financial Services
13.8K
+ 25.71%
$225.19 - $279.95 $3.11M - $3.87M
67.6K $16.6M
INTU
Intuit Inc

Technology
6.29K
+ 26.98%
$555.63 - $630.23 $3.49M - $3.96M
29.6K $18.2M
VLO
Valero Energy Corp

Energy
25.9K
+ 295.9%
$121.76 - $142.99 $3.15M - $3.7M
34.7K $4.58M
XLF
Financial Sector Spdr

ETFs
67.5K
+ 132.68%
$47.32 - $52.19 $3.19M - $3.52M
118K $5.9M
TRV
Travelers Companies, Inc.

Financial Services
11.1K
+ 82.91%
$232.43 - $265.13 $2.58M - $2.94M
24.5K $6.47M
LDOS
Leidos Holdings, Inc.

Technology
19.7K
+ 1061.12%
$126.82 - $161.11 $2.5M - $3.17M
21.6K $2.91M
GS
Goldman Sachs Group Inc

Financial Services
5.13K
+ 53.2%
$524.81 - $672.19 $2.69M - $3.45M
14.8K $8.07M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
13K
+ 49.56%
$196.12 - $229.48 $2.55M - $2.99M
39.3K $7.94M
IWM
Ishares Russell 2000 ETF

ETFs
19.2K
+ 29.8%
$198.1 - $229.79 $3.8M - $4.41M
83.6K $16.7M
XLK
Technology Sector Spdr

ETFs
15.9K
+ 38.97%
$206.38 - $242.18 $3.28M - $3.85M
56.8K $11.7M
NFLX
Netflix Inc

Communication Services
954
+ 3.07%
$828.4 - $1058.6 $790K - $1.01M
32K $29.9M
VRT
Vertiv Holdings CO

Industrials
24.3K
+ 356.19%
N/A
31.1K $2.69M
MET
Metlife Inc

Financial Services
25.2K
+ 147.07%
$77.7 - $87.0 $1.96M - $2.19M
42.4K $3.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
7.68K
+ 8.69%
$551.42 - $612.93 $4.23M - $4.71M
96K $53.7M
AIG
American International Group, Inc.

Financial Services
19.3K
+ 120.81%
$70.5 - $86.94 $1.36M - $1.67M
35.2K $3.06M
DUK
Duke Energy Corp

Utilities
11.8K
+ 41.54%
$105.87 - $121.97 $1.25M - $1.44M
40.3K $4.91M
TGT
Target Corp

Consumer Defensive
18.1K
+ 546.64%
$103.65 - $142.5 $1.88M - $2.58M
21.4K $2.24M
PG
Procter & Gamble CO

Consumer Defensive
8.91K
+ 13.17%
$158.56 - $176.26 $1.41M - $1.57M
76.6K $13M
UNH
Unitedhealth Group Inc

Healthcare
3.13K
+ 109.88%
$461.52 - $548.18 $1.44M - $1.71M
5.97K $3.13M
KO
Coca Cola CO

Consumer Defensive
11.7K
+ 13.79%
$60.81 - $72.32 $712K - $847K
96.6K $6.92M
EFA
Ishares Tr Msci Eafe ETF

ETFs
11.2K
+ 10.57%
$74.85 - $84.89 $841K - $954K
118K $9.61M
HIG
Hartford Financial Services Group, Inc.

Financial Services
11K
+ 107.93%
$106.31 - $123.73 $1.17M - $1.37M
21.3K $2.63M
CRWD
Crowd Strike Holdings, Inc.

Technology
3.76K
+ 25.71%
$308.86 - $455.36 $1.16M - $1.71M
18.4K $6.48M
VST
Vistra Corp.

Utilities
12.7K
+ 534.45%
$108.49 - $191.89 $1.38M - $2.44M
15.1K $1.77M
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
Track This Portfolio

Track Steel Peak Wealth Management LLC Portfolio

Follow Steel Peak Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steel Peak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steel Peak Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email