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
MCK
Mckesson Corp

Healthcare
15
+ 0.54%
$566.21 - $672.99 $8.49K - $10.1K
2.77K $1.86M
BRKR
Bruker Corp

Healthcare
8.48K
+ 232.12%
$41.74 - $62.95 $354K - $534K
12.1K $506K
OII
Oceaneering International Inc

Energy
15.6K
+ 133.54%
$19.14 - $27.93 $299K - $437K
27.3K $596K
CGDV
Capital Group Divid Value ETF

ETFs
7.65K
+ 20.03%
$34.95 - $37.36 $267K - $286K
45.9K $1.63M
ICVT
Ishares Tr Convertible Bond Et

ETFs
3.83K
+ 13.96%
$83.18 - $89.27 $319K - $342K
31.3K $2.61M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
792
+ 28.06%
$634.14 - $744.83 $502K - $590K
3.62K $2.29M
ZBRA
Zebra Technologies Corp

Technology
1.33K
+ 131.98%
$271.72 - $421.11 $362K - $561K
2.34K $662K
XLE
Energy Sector Spdr

ETFs
1.56K
+ 9.63%
$85.7 - $93.96 $133K - $146K
17.7K $1.66M
RIO
Rio Tinto PLC

Basic Materials
83
+ 0.04%
$58.19 - $64.29 $4.83K - $5.34K
201K $12.1M
GE
General Electric CO

Industrials
928
+ 47.3%
$168.59 - $212.13 $156K - $197K
2.89K $578K
WFC
Wells Fargo & Company

Financial Services
3.07K
+ 49.56%
$66.78 - $81.42 $205K - $250K
9.27K $665K
TPG
Tpg Inc.

Financial Services
8K
+ 80.0%
$46.15 - $69.77 $369K - $558K
18K $853K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
7.75K
+ 69.91%
$26.64 - $27.14 $206K - $210K
18.8K $504K
NUE
Nucor Corp

Basic Materials
1.72K
+ 763.11%
$114.48 - $142.52 $197K - $245K
1.94K $233K
MPWR
Monolithic Power Systems Inc

Technology
361
+ 29.04%
$565.7 - $720.25 $204K - $260K
1.6K $930K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
8.09K
+ 4.67%
$22.25 - $23.0 $180K - $186K
181K $4.16M
RBLX
Roblox Corp

Communication Services
3.18K
+ 61.58%
$53.77 - $75.47 $171K - $240K
8.35K $486K
TDIV
First Trust Nasdaq Technology

ETFs
2.76K
+ 46.71%
$73.39 - $83.95 $202K - $231K
8.66K $637K
FICO
Fair Isaac Corp

Technology
103
+ 93.64%
$1695.35 - $2030.47 $175K - $209K
213 $392K
ROKU
Roku, Inc

Communication Services
2.51K
+ 72.23%
$67.36 - $99.07 $169K - $248K
5.98K $421K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
30.2K
+ 5.77%
$48.06 - $53.73 $1.45M - $1.62M
553K $27M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
3.37K
+ 39.98%
$43.76 - $45.31 $147K - $153K
11.8K $531K
D
Dominion Energy, Inc

Utilities
2.14K
+ 12.58%
$52.85 - $57.43 $113K - $123K
19.2K $1.08M
SNPS
Synopsys Inc

Technology
502
+ 48.32%
$428.58 - $551.54 $215K - $277K
1.54K $660K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
597
+ 2.64%
$68.32 - $75.06 $40.8K - $44.8K
23.2K $1.73M
NOC
Northrop Grumman Corp

Industrials
61
+ 2.27%
$433.45 - $513.82 $26.4K - $31.3K
2.75K $1.41M
EVRG
Evergy, Inc.

Utilities
406
+ 2.61%
$59.9 - $69.52 $24.3K - $28.2K
16K $1.1M
CRM
Salesforce, Inc.

Technology
4.69K
+ 27.6%
$268.36 - $359.95 $1.26M - $1.69M
21.7K $5.81M
CGGR
Capital Group Growth ETF Shs C

ETFs
5.32K
+ 29.96%
$33.98 - $39.84 $181K - $212K
23.1K $790K
FIX
Comfort Systems Usa Inc

Industrials
895
+ 55.76%
$313.26 - $550.27 $280K - $492K
2.5K $805K
TDY
Teledyne Technologies Inc

Technology
132
+ 8.44%
$455.51 - $518.84 $60.1K - $68.5K
1.7K $844K
EPD
Enterprise Products Partners L.P.

Energy
569
+ 1.62%
$31.75 - $34.14 $18.1K - $19.4K
35.7K $1.22M
PINS
Pinterest, Inc.

Communication Services
670
+ 1.46%
$29.79 - $40.0 $20K - $26.8K
46.6K $1.45M
EME
Emcor Group, Inc.

Industrials
621
+ 42.68%
$361.16 - $535.99 $224K - $333K
2.08K $767K
SUB
Ishares Short Term National Mu

ETFs
904
+ 3.35%
$105.3 - $106.24 $95.2K - $96K
27.9K $2.94M
RTX
Raytheon Technologies Corp

Industrials
34
+ 0.62%
$114.1 - $135.66 $3.88K - $4.61K
5.51K $729K
ORCC
Owl Rock Capital Corp

Financial Services
7.06K
+ 18.71%
N/A
44.8K $599K
PD
Pager Duty, Inc.

Technology
4.96K
+ 26.96%
$15.61 - $19.68 $77.4K - $97.6K
23.4K $426K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.55K
+ 28.19%
$51.52 - $52.37 $79.8K - $81.1K
7.04K $368K
AUSF
Global X Fds Adaptive U S Fact

ETFs
1.54K
+ 19.26%
$41.68 - $43.97 $64.1K - $67.7K
9.53K $415K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.48K
+ 22.69%
$50.87 - $51.09 $75.3K - $75.6K
8K $408K
PANW
Palo Alto Networks Inc

Technology
1.26K
+ 9.75%
$167.82 - $208.28 $211K - $262K
14.2K $2.42M
ARCC
Ares Capital Corp

Financial Services
2.51K
+ 5.58%
$21.28 - $23.81 $53.4K - $59.7K
47.5K $1.05M
CRSP
Crispr Therapeutics Ag

Healthcare
2.84K
+ 47.17%
$34.03 - $53.02 $96.6K - $151K
8.86K $301K
BXSL
Blackstone Secured Lending Fund

Financial Services
1.95K
+ 12.38%
$31.3 - $34.5 $61K - $67.3K
17.7K $572K
F
Ford Motor CO

Consumer Cyclical
5.83K
+ 28.7%
$9.12 - $10.43 $53.2K - $60.8K
26.1K $262K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
2.02K
+ 20.65%
$68.07 - $78.99 $138K - $160K
11.8K $804K
NET
Cloudflare, Inc.

Technology
46
+ 0.46%
$110.71 - $176.5 $5.09K - $8.12K
10.1K $1.14M
DLR
Digital Realty Trust, Inc.

Real Estate
934
+ 37.42%
$142.1 - $183.56 $133K - $171K
3.43K $491K
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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