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
CGGR
Capital Group Growth ETF Shs C

ETFs
830
+ 3.6%
$30.53 - $40.65 $25.3K - $33.7K
23.9K $971K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
81
+ 2.97%
$224.32 - $326.09 $18.2K - $26.4K
2.81K $915K
SO
Southern CO

Utilities
1.94K
+ 26.98%
$84.91 - $92.56 $165K - $180K
9.14K $839K
EMB
Ishares Tr

ETFs
726
+ 1.36%
$86.54 - $92.62 $62.8K - $67.2K
54.1K $5.01M
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
8.6K
+ 26.15%
$20.13 - $22.17 $173K - $191K
41.5K $899K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.21K
+ 2.98%
$45.88 - $54.4 $55.3K - $65.6K
41.6K $2.26M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
428
+ 10.25%
$101.69 - $139.02 $43.5K - $59.5K
4.61K $640K
BYD
Boyd Gaming Corp

Consumer Cyclical
9
+ 0.07%
$60.8 - $79.02 $547 - $711
13.3K $1.04M
DLR
Digital Realty Trust, Inc.

Real Estate
261
+ 7.61%
$136.11 - $177.69 $35.5K - $46.4K
3.69K $643K
VT
Vanguard Total World Stk Index

ETFs
729
+ 29.16%
$103.16 - $128.52 $75.2K - $93.7K
3.23K $414K
PWZ
Invesco California Amt Free Mu

ETFs
7.71K
+ 6.84%
$22.71 - $24.18 $175K - $186K
120K $2.81M
AJG
Arthur J. Gallagher & Co.

Financial Services
440
+ 29.89%
$310.86 - $348.77 $137K - $153K
1.91K $612K
ORCC
Owl Rock Capital Corp

Financial Services
7.74K
+ 17.28%
N/A
52.5K $703K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.87K
+ 45.95%
$50.36 - $50.68 $94.3K - $94.9K
5.95K $301K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
7.54K
+ 6.52%
$22.18 - $23.36 $167K - $176K
123K $2.76M
VLO
Valero Energy Corp

Energy
45
+ 0.13%
$104.69 - $141.77 $4.71K - $6.38K
34.7K $4.66M
EWJ
Ishares Msci Japan ETF

ETFs
63
+ 0.52%
$61.32 - $75.28 $3.86K - $4.74K
12.3K $921K
PTCT
Ptc Therapeutics, Inc.

Healthcare
1.85K
+ 43.53%
$36.19 - $52.13 $67K - $96.4K
6.1K $297K
FMB
First Tr Exchange Traded Fd Ii

ETFs
2.21K
+ 4.28%
$49.12 - $50.93 $109K - $113K
53.9K $2.68M
PSX
Phillips 66

Energy
1.72K
+ 5.16%
$92.87 - $125.73 $160K - $216K
35.1K $4.18M
ITM
Vaneck Intermediate Muni ETF

ETFs
1.5K
+ 2.57%
$44.27 - $45.82 $66.4K - $68.7K
59.9K $2.72M
XRMI
Global X Fds S&P 500 Risk Mana

ETFs
4.85K
+ 12.01%
$17.45 - $18.49 $84.6K - $89.7K
45.2K $809K
AVB
Avalonbay Communities Inc

Real Estate
915
+ 8.36%
$187.23 - $215.61 $171K - $197K
11.9K $2.41M
TROW
Price T Rowe Group Inc

Financial Services
552
+ 25.08%
$80.27 - $98.06 $44.3K - $54.1K
2.75K $265K
BEN
Franklin Resources Inc

Financial Services
113
+ 0.85%
$16.66 - $23.85 $1.88K - $2.7K
13.4K $318K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.99K
+ 3.36%
$48.13 - $49.85 $95.7K - $99.2K
61.1K $3M
HTGC
Hercules Capital, Inc.

Financial Services
5.1K
+ 15.39%
$16.24 - $19.1 $82.9K - $97.5K
38.3K $699K
CME
Cme Group Inc.

Financial Services
188
+ 20.15%
$252.37 - $290.71 $47.4K - $54.7K
1.12K $308K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
427
+ 1.99%
$19.1 - $23.83 $8.16K - $10.2K
21.8K $520K
EW
Edwards Lifesciences Corp

Healthcare
9
+ 0.09%
$67.07 - $78.22 $604 - $704
10.3K $801K
FIS
Fidelity National Information Services, Inc.

Technology
98
+ 1.31%
$68.14 - $82.13 $6.68K - $8.05K
7.57K $615K
VMC
Vulcan Materials CO

Basic Materials
4
+ 0.2%
$226.49 - $276.01 $906 - $1.1K
2.05K $535K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
14.6K
+ 20.89%
$3.97 - $5.84 $58K - $85.4K
84.6K $427K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
847
+ 1.55%
$47.02 - $47.83 $39.8K - $40.5K
55.5K $2.66M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
1.73K
+ 2.92%
$43.63 - $45.4 $75.3K - $78.3K
60.7K $2.71M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
1.22K
+ 9.1%
$41.42 - $46.68 $50.5K - $56.9K
14.6K $665K
TDY
Teledyne Technologies Inc

Technology
38
+ 2.24%
$435.54 - $512.31 $16.6K - $19.5K
1.73K $888K
KKR
Kkr & Co. Inc.

Financial Services
20
+ 0.85%
$92.79 - $134.29 $1.86K - $2.69K
2.37K $315K
EPD
Enterprise Products Partners L.P.

Energy
4.94K
+ 13.84%
$28.95 - $34.22 $143K - $169K
40.6K $1.26M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
497
+ 3.52%
$22.61 - $26.12 $11.2K - $13K
14.6K $382K
FIBK
First Interstate Bancsystem Inc

Financial Services
1.25K
+ 17.34%
$23.86 - $29.01 $29.9K - $36.3K
8.48K $244K
DGX
Quest Diagnostics Inc

Healthcare
268
+ 1.82%
N/A
15K $2.05M
NUE
Nucor Corp

Basic Materials
122
+ 6.28%
$103.22 - $131.43 $12.6K - $16K
2.06K $267K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
53
+ 0.89%
$90.56 - $109.49 $4.8K - $5.8K
6.03K $658K
AOM
Ishares Tr Core Moderate Alloc

ETFs
4
+ 0.03%
$41.55 - $46.04 $166 - $184
15.1K $695K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
601
+ 5.09%
$43.65 - $45.44 $26.2K - $27.3K
12.4K $563K
IWD
Ishares Russell 1000 Val ETF

ETFs
109
+ 7.12%
$166.82 - $194.23 $18.2K - $21.2K
1.64K $318K
ARCC
Ares Capital Corp

Financial Services
1.72K
+ 3.63%
$18.91 - $22.43 $32.5K - $38.6K
49.2K $1.08M
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
122
+ 1.61%
$24.54 - $30.41 $2.99K - $3.71K
7.7K $234K
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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