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
BALL
Ball Corp

Consumer Cyclical
27.9K
+ 176.39%
$49.04 - $56.53 $1.37M - $1.58M
43.8K $2.28M
INTC
Intel Corp

Technology
12.6K
+ 3.07%
$19.1 - $27.39 $241K - $346K
424K $9.63M
MCD
Mcdonalds Corp

Consumer Cyclical
2.64K
+ 10.84%
$279.74 - $321.29 $738K - $847K
27K $8.42M
NOW
Service Now, Inc.

Technology
1.81K
+ 538.28%
$783.83 - $1170.39 $1.42M - $2.12M
2.15K $1.71M
XOM
Exxon Mobil Corp

Energy
8.14K
+ 26.63%
$105.44 - $118.93 $859K - $968K
38.7K $4.61M
ABBV
Abb Vie Inc.

Healthcare
3.18K
+ 18.1%
$169.2 - $216.66 $538K - $689K
20.8K $4.35M
ASML
Asml Holding Nv

Technology
2K
+ 45.52%
$662.63 - $776.99 $1.32M - $1.55M
6.39K $4.23M
EMB
Ishares Tr

ETFs
12K
+ 29.07%
$88.64 - $92.03 $1.07M - $1.11M
53.3K $4.83M
NKE
Nike, Inc.

Consumer Cyclical
19.3K
+ 300.36%
$63.29 - $81.72 $1.22M - $1.57M
25.7K $1.63M
SBUX
Starbucks Corp

Consumer Cyclical
10.1K
+ 53.9%
$91.75 - $115.81 $926K - $1.17M
28.8K $2.83M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
22.2K
+ 121.51%
$51.45 - $58.51 $1.14M - $1.3M
40.4K $2.09M
MU
Micron Technology Inc

Technology
12K
+ 244.1%
$86.89 - $109.38 $1.04M - $1.31M
16.9K $1.47M
UBER
Uber Technologies, Inc

Technology
5.03K
+ 9.61%
$63.17 - $81.49 $318K - $410K
57.3K $4.18M
FTNT
Fortinet, Inc.

Technology
10.3K
+ 295.76%
$92.49 - $114.57 $954K - $1.18M
13.8K $1.33M
AMEH
Apollo Medical Holdings, Inc.

Healthcare
26.2K
+ 4.83%
N/A
568K $20.9M
V
Visa Inc.

Financial Services
339
+ 1.4%
$306.92 - $362.71 $104K - $123K
24.5K $8.59M
HOOD
Robinhood Markets, Inc.

Technology
21.8K
+ 290.3%
$35.63 - $65.28 $775K - $1.42M
29.2K $1.22M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
20.2K
+ 52.23%
$44.81 - $46.22 $907K - $936K
59K $2.66M
ATO
Atmos Energy Corp

Utilities
4.42K
+ 41.43%
$136.51 - $154.58 $603K - $683K
15.1K $2.33M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
16.1K
+ 77.91%
$50.48 - $51.04 $811K - $820K
36.7K $1.86M
IBKR
Interactive Brokers Group, Inc.

Financial Services
5.2K
+ 126.7%
$161.03 - $235.53 $837K - $1.22M
9.3K $1.54M
PGR
Progressive Corp

Financial Services
1.92K
+ 33.87%
$235.61 - $291.22 $452K - $559K
7.59K $2.15M
SNOW
Snowflake Inc.

Technology
5.48K
+ 212.9%
$146.16 - $192.78 $801K - $1.06M
8.05K $1.18M
TSCO
Tractor Supply CO

Consumer Cyclical
13.3K
+ 115.54%
$51.66 - $57.94 $686K - $770K
24.8K $1.37M
MAR
Marriott International Inc

Consumer Cyclical
4.64K
+ 53.83%
$237.01 - $304.45 $1.1M - $1.41M
13.3K $3.16M
BA
Boeing CO

Industrials
5.68K
+ 16.89%
$148.15 - $186.25 $841K - $1.06M
39.3K $6.7M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
8.47K
+ 11.94%
$48.65 - $53.06 $412K - $449K
79.4K $4.12M
PULS
Pgim ETF Tr

ETFs
14.1K
+ 313.91%
$49.56 - $49.78 $700K - $703K
18.6K $926K
PNC
Pnc Financial Services Group, Inc.

Financial Services
5.49K
+ 34.72%
$168.84 - $202.89 $927K - $1.11M
21.3K $3.74M
TCOM
Trip.Com Group LTD

Consumer Cyclical
11.2K
+ 290.94%
$56.68 - $73.5 $635K - $823K
15.1K $957K
TFLO
Ishares Treasury Floating Rate

ETFs
11.4K
+ 11.84%
$50.48 - $50.68 $575K - $578K
108K $5.45M
UAL
United Airlines Holdings, Inc.

Industrials
10.7K
+ 196.8%
$69.05 - $110.52 $740K - $1.18M
16.2K $1.12M
WDC
Western Digital Corp

Technology
17.1K
+ 249.23%
$40.43 - $72.03 $691K - $1.23M
24K $968K
PWZ
Invesco California Amt Free Mu

ETFs
25.9K
+ 29.82%
$23.68 - $24.72 $613K - $640K
113K $2.69M
CMCSA
Comcast Corp

Communication Services
19.8K
+ 6.28%
$33.19 - $38.23 $656K - $756K
334K $12.3M
HYDB
Ishares Tr Edge High Yield Def

ETFs
10.8K
+ 41.92%
$46.82 - $47.8 $507K - $518K
36.7K $1.73M
EW
Edwards Lifesciences Corp

Healthcare
6.74K
+ 192.49%
$67.95 - $76.19 $458K - $514K
10.2K $742K
HWM
Howmet Aerospace Inc.

Industrials
2.6K
+ 39.48%
$110.79 - $139.39 $288K - $362K
9.17K $1.19M
AFL
Aflac Inc

Financial Services
2.94K
+ 18.59%
$100.99 - $111.19 $297K - $327K
18.7K $2.08M
COIN
Coinbase Global, Inc.

Technology
3.18K
+ 152.32%
$172.23 - $301.3 $548K - $958K
5.27K $906K
CVLT
Commvault Systems Inc

Technology
2.21K
+ 50.17%
$146.82 - $187.9 $324K - $415K
6.62K $1.04M
CRS
Carpenter Technology Corp

Industrials
1.84K
+ 49.11%
$172.39 - $212.53 $318K - $392K
5.6K $1.01M
ITM
Vaneck Intermediate Muni ETF

ETFs
8.88K
+ 17.94%
$45.21 - $46.67 $402K - $415K
58.4K $2.66M
CCI
Crown Castle International Corp

Real Estate
2.32K
+ 23.66%
$84.33 - $106.39 $196K - $247K
12.1K $1.27M
FSLR
First Solar, Inc.

Technology
4.93K
+ 81.04%
$126.34 - $197.73 $623K - $975K
11K $1.39M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.1K
+ 19.73%
$132.75 - $177.12 $146K - $195K
6.69K $1.02M
TFC
Truist Financial Corp

Financial Services
11.6K
+ 14.76%
$39.48 - $48.15 $457K - $557K
89.9K $3.7M
PTC
Ptc Inc.

Technology
2.72K
+ 62.6%
$153.3 - $193.48 $417K - $527K
7.07K $1.1M
WM
Waste Management Inc

Industrials
132
+ 1.49%
$200.54 - $233.78 $26.5K - $30.9K
9K $2.08M
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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