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
LYB
Lyondell Basell Industries N.V.

Basic Materials
18.4K
+ 506.55%
$53.23 - $70.65 $979K - $1.3M
22K $1.27M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
8.21K
+ 234.36%
$82.32 - $112.47 $675K - $923K
11.7K $1.32M
FIX
Comfort Systems Usa Inc

Industrials
775
+ 31.0%
$296.51 - $536.21 $230K - $416K
3.28K $1.76M
AIG
American International Group, Inc.

Financial Services
11.5K
+ 32.7%
$77.56 - $87.72 $892K - $1.01M
46.7K $4M
AGX
Argan Inc

Industrials
1.46K
+ 21.47%
$120.08 - $243.11 $176K - $355K
8.27K $1.82M
NET
Cloudflare, Inc.

Technology
102
+ 1.01%
$97.08 - $195.83 $9.9K - $20K
10.2K $1.99M
TFC
Truist Financial Corp

Financial Services
15.8K
+ 17.58%
$34.79 - $42.99 $550K - $679K
106K $4.54M
APP
App Lovin Corp

Technology
1.73K
+ 63.47%
$219.37 - $417.89 $379K - $723K
4.45K $1.56M
HWM
Howmet Aerospace Inc.

Industrials
1.43K
+ 15.64%
$112.33 - $186.13 $161K - $267K
10.6K $1.97M
DOW
Dow Inc.

Basic Materials
33.3K
+ 249.11%
$25.81 - $34.89 $861K - $1.16M
46.7K $1.24M
TFLO
Ishares Treasury Floating Rate

ETFs
14.9K
+ 13.86%
$50.47 - $50.66 $753K - $756K
123K $6.21M
EME
Emcor Group, Inc.

Industrials
766
+ 36.9%
$342.02 - $534.89 $262K - $410K
2.84K $1.52M
WDC
Western Digital Corp

Technology
2.61K
+ 10.9%
$30.54 - $63.99 $79.7K - $167K
26.6K $1.7M
AFL
Aflac Inc

Financial Services
7.83K
+ 41.78%
$99.77 - $112.45 $781K - $880K
26.6K $2.8M
SNOW
Snowflake Inc.

Technology
202
+ 2.51%
$130.53 - $223.77 $26.4K - $45.2K
8.26K $1.85M
MRK
Merck & Co., Inc.

Healthcare
20.1K
+ 22.78%
$73.47 - $87.12 $1.48M - $1.75M
108K $8.58M
PFE
Pfizer Inc

Healthcare
36.2K
+ 16.37%
$21.59 - $24.84 $781K - $899K
257K $6.24M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
543
+ 9.66%
$456.74 - $568.03 $248K - $308K
6.17K $3.5M
DHI
Horton D R Inc

Consumer Cyclical
3.99K
+ 65.91%
$115.1 - $129.63 $460K - $518K
10.1K $1.3M
ABT
Abbott Laboratories

Healthcare
3.25K
+ 21.35%
$123.95 - $138.08 $402K - $448K
18.4K $2.51M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.41K
+ 36.0%
$144.63 - $179.53 $348K - $432K
9.09K $1.5M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.15K
+ 172.81%
$91.43 - $91.74 $471K - $472K
8.13K $745K
TRV
Travelers Companies, Inc.

Financial Services
1.43K
+ 5.86%
$233.83 - $276.34 $335K - $396K
25.9K $6.93M
CVLT
Commvault Systems Inc

Technology
1.97K
+ 29.72%
$139.35 - $190.99 $274K - $375K
8.58K $1.5M
CHK
Chesapeake Energy Corp

Energy
4.83K
+ 212.39%
N/A
7.11K $609K
DELL
Dell Technologies Inc.

Technology
399
+ 3.47%
$71.63 - $125.98 $28.6K - $50.3K
11.9K $1.46M
BX
Blackstone Inc.

Financial Services
420
+ 1.2%
$120.07 - $151.11 $50.4K - $63.5K
35.4K $5.3M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.4K
+ 21.08%
$153.22 - $199.8 $214K - $279K
8.01K $1.5M
WMT
Walmart Inc.

Consumer Defensive
1.98K
+ 9.63%
$81.79 - $99.98 $162K - $198K
22.6K $2.21M
TOST
Toast, Inc.

Technology
5K
+ 32.74%
$30.03 - $45.23 $150K - $226K
20.3K $897K
AOA
Ishares Tr Core Aggressive All

ETFs
772
+ 1.89%
$69.46 - $83.4 $53.6K - $64.4K
41.5K $3.46M
VRT
Vertiv Holdings CO

Industrials
3.71K
+ 11.93%
N/A
34.8K $3.01M
BRKR
Bruker Corp

Healthcare
7.8K
+ 64.33%
$35.5 - $42.18 $277K - $329K
19.9K $821K
CDNS
Cadence Design Systems Inc

Technology
464
+ 14.6%
$231.64 - $323.08 $107K - $150K
3.64K $1.12M
IBKR
Interactive Brokers Group, Inc.

Financial Services
24.1K
+ 258.84%
$50.53 - $212.53 $1.22M - $5.11M
33.4K $1.85M
LLY
Eli Lilly & CO

Healthcare
697
+ 13.25%
$713.71 - $898.95 $497K - $627K
5.96K $4.64M
COF
Capital One Financial Corp

Financial Services
412
+ 6.75%
$150.57 - $212.76 $62K - $87.7K
6.51K $1.39M
VIG
Vanguard Dividend Appreciation

ETFs
1.58K
+ 14.48%
N/A
12.5K $2.28M
URI
United Rentals, Inc.

Industrials
1
+ 0.05%
$551.94 - $753.4 $552 - $753
2.16K $1.62M
PGR
Progressive Corp

Financial Services
1.37K
+ 18.0%
$255.27 - $288.74 $348K - $394K
8.95K $2.39M
MCK
Mckesson Corp

Healthcare
93
+ 3.36%
$652.83 - $732.78 $60.7K - $68.1K
2.86K $2.1M
CMF
Ishares California Muni Bond E

ETFs
4.41K
+ 7.95%
$54.52 - $56.7 $240K - $250K
59.9K $3.34M
F
Ford Motor CO

Consumer Cyclical
16.8K
+ 64.17%
$8.69 - $10.85 $146K - $182K
42.9K $465K
JNJ
Johnson & Johnson

Healthcare
9.65K
+ 9.88%
$146.36 - $159.82 $1.41M - $1.54M
107K $16.4M
TDIV
First Trust Nasdaq Technology

ETFs
556
+ 6.42%
$64.41 - $90.17 $35.8K - $50.1K
9.21K $830K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.72K
+ 10.13%
$49.79 - $50.75 $185K - $189K
40.4K $2.05M
MBB
Ishares Tr

ETFs
1.83K
+ 1.13%
$91.41 - $94.22 $167K - $172K
163K $15.3M
SOFI
So Fi Technologies, Inc.

Financial Services
801
+ 3.12%
$9.5 - $18.21 $7.61K - $14.6K
26.5K $482K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.64K
+ 44.19%
$61.92 - $81.5 $101K - $133K
5.34K $434K
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
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