Steel Peak Wealth Management LLC Incresed Positions in Q3 2024

Steel Peak Wealth Management LLC

  • $2.25 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
3K
+ 26.09%
$13.87 - $14.63 $41.6K - $43.9K
14.5K $210K
UGI
Ugi Corp

Utilities
1.12K
+ 12.46%
$22.23 - $25.05 $24.9K - $28K
10.1K $252K
RACE
Ferrari N.V.

Consumer Cyclical
20
+ 3.75%
$405.92 - $496.79 $8.12K - $9.94K
554 $260K
ITW
Illinois Tool Works Inc

Industrials
48
+ 4.76%
$233.14 - $263.97 $11.2K - $12.7K
1.06K $277K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
314
+ 3.31%
$63.74 - $73.47 $20K - $23.1K
9.8K $701K
VBR
Vanguard Small Cap Value ETF

ETFs
13
+ 0.69%
$179.99 - $201.6 $2.34K - $2.62K
1.9K $381K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
715
+ 12.62%
$50.63 - $51.11 $36.2K - $36.5K
6.38K $325K
UVV
Universal Corp

Consumer Defensive
286
+ 6.56%
$46.58 - $54.85 $13.3K - $15.7K
4.65K $246K
SYK
Stryker Corp

Healthcare
54
+ 7.28%
$315.94 - $371.96 $17.1K - $20.1K
796 $287K
NWE
Northwestern Corp

Utilities
44
+ 0.98%
$48.68 - $57.27 $2.14K - $2.52K
4.53K $258K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
850
+ 8.37%
$28.09 - $30.4 $23.9K - $25.8K
11K $333K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1K
+ 8.06%
$24.39 - $25.28 $24.4K - $25.3K
13.4K $336K
VOT
Vanguard Mid Cap Growth Index

ETFs
19
+ 0.95%
$218.05 - $243.47 $4.14K - $4.63K
2.02K $491K
IWD
Ishares Russell 1000 Val ETF

ETFs
57
+ 4.15%
$173.36 - $189.8 $9.88K - $10.8K
1.43K $271K
XLG
Invesco Exchange Traded Fd Tr

ETFs
221
+ 1.8%
$42.54 - $47.97 $9.4K - $10.6K
12.5K $594K
MAR
Marriott International Inc

Consumer Cyclical
26
+ 0.72%
$211.35 - $255.11 $5.5K - $6.63K
3.62K $900K
AVA
Avista Corp

Utilities
117
+ 1.83%
$33.57 - $39.64 $3.93K - $4.64K
6.52K $252K
PTC
Ptc Inc.

Technology
173
+ 4.43%
$164.85 - $187.32 $28.5K - $32.4K
4.07K $736K
SPYG
Spdr Portfolio

ETFs
117
+ 2.15%
$73.38 - $84.1 $8.59K - $9.84K
5.56K $461K
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
1.55K
+ 9.78%
$12.72 - $16.03 $19.7K - $24.8K
17.4K $242K
QLD
Proshares Ultra Qqq

ETFs
1
+ 0.0%
$81.06 - $109.83 $81.1 - $110
26.1K $2.63M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
394
+ 6.86%
$50.25 - $50.74 $19.8K - $20K
6.13K $311K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
212
+ 5.24%
$91.42 - $91.82 $19.4K - $19.5K
4.26K $391K
ROST
Ross Stores, Inc.

Consumer Cyclical
50
+ 2.42%
$136.06 - $155.24 $6.8K - $7.76K
2.12K $318K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
16
+ 1.47%
$1024.09 - $1201.76 $16.4K - $19.2K
1.11K $1.16M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
195
+ 0.45%
$12.65 - $13.91 $2.47K - $2.71K
43.2K $594K
AIG
American International Group, Inc.

Financial Services
667
+ 1.63%
$70.16 - $79.23 $46.8K - $52.8K
41.7K $3.05M
CPRT
Copart Inc

Consumer Cyclical
142
+ 3.73%
$49.19 - $55.54 $6.98K - $7.89K
3.95K $207K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
5
+ 0.13%
$59.61 - $60.15 $298 - $301
3.94K $235K
Proshares Tr
8.89K
+ 64.38%
N/A
22.7K $0
Reddit Inc
38
+ 4.0%
N/A
989 $0
Ishares Bitcoin Trust ETF
2.34K
+ 23.15%
N/A
12.4K $0
First Tr Exch Traded Fd Iii
1.8K
+ 12.54%
N/A
16.2K $0
Blackrock ETF Trust Ii
105K
+ 102.44%
N/A
207K $0
Ge Vernova Inc
38
+ 2.48%
N/A
1.57K $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
620
+ 9.6%
N/A
7.08K $0
Proshares Tr
5.12K
+ 16.76%
N/A
35.7K $0
HTGC
Hercules Capital, Inc.

Financial Services
1.12K
+ 3.94%
$17.71 - $21.67 $19.8K - $24.2K
29.5K $579K
WFC
Wells Fargo & Company

Financial Services
311
+ 4.44%
$51.58 - $60.97 $16K - $19K
7.32K $413K
APPF
Appfolio Inc

Technology
6
+ 0.6%
$204.33 - $270.02 $1.23K - $1.62K
1.01K $236K
NUE
Nucor Corp

Basic Materials
132
+ 3.49%
$137.77 - $166.14 $18.2K - $21.9K
3.91K $588K
ETSY
Etsy Inc

Consumer Cyclical
42
+ 1.02%
$51.5 - $65.47 $2.16K - $2.75K
4.14K $229K
FDX
Fedex Corp

Industrials
516
+ 8.61%
$254.64 - $313.52 $131K - $162K
6.51K $1.78M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
100
+ 0.8%
$11.03 - $18.11 $1.1K - $1.81K
12.7K $142K
EW
Edwards Lifesciences Corp

Healthcare
732
+ 24.95%
$59.7 - $93.78 $43.7K - $68.6K
3.67K $241K
XLE
Energy Sector Spdr

ETFs
173
+ 1.13%
$84.35 - $93.39 $14.6K - $16.2K
15.5K $1.36M
WM
Waste Management Inc

Industrials
33
+ 0.36%
$196.96 - $223.45 $6.5K - $7.37K
9.13K $1.89M
MCK
Mckesson Corp

Healthcare
443
+ 13.75%
$479.06 - $630.38 $212K - $279K
3.67K $1.81M
NVO
Novo Nordisk A S

Healthcare
84
+ 1.87%
$119.07 - $145.42 $10K - $12.2K
4.58K $545K
Activity Summary
Buys All Purchases 275 New Holdings 66 Increased Positions 209 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 26 Puts 16
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