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
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
312
+ 1.81%
$49.57 - $50.27 $15.5K - $15.7K
17.5K $881K
EXPE
Expedia Group, Inc.

Consumer Cyclical
99
+ 1.41%
$136.63 - $176.62 $13.5K - $17.5K
7.1K $1.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
198
+ 4.94%
$96.84 - $99.46 $19.2K - $19.7K
4.21K $417K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
10
+ 2.65%
$468.22 - $566.51 $4.68K - $5.67K
387 $219K
UNP
Union Pacific Corp

Industrials
125
+ 5.78%
$208.27 - $238.46 $26K - $29.8K
2.29K $526K
UNH
Unitedhealth Group Inc

Healthcare
4.1K
+ 68.7%
$274.35 - $599.47 $1.13M - $2.46M
10.1K $3.14M
SHEL
Shell PLC

Energy
431
+ 7.45%
$59.75 - $73.05 $25.8K - $31.5K
6.22K $437K
CRDF
Cardiff Oncology, Inc.

Healthcare
4.3K
+ 23.24%
$2.38 - $4.3 $10.2K - $18.5K
22.8K $71K
WSBC
Wesbanco Inc

Financial Services
186
+ 2.56%
$26.79 - $32.33 $4.98K - $6.01K
7.47K $236K
WM
Waste Management Inc

Industrials
126
+ 1.4%
$216.47 - $242.1 $27.3K - $30.5K
9.12K $2.09M
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
1.7K
+ 8.29%
$12.22 - $13.5 $20.8K - $23K
22.2K $280K
RFM
River North Flexible Municipal Income Fund, Inc.

N/A
1.8K
+ 6.43%
$13.58 - $14.89 $24.4K - $26.8K
29.8K $415K
ITW
Illinois Tool Works Inc

Industrials
12
+ 1.2%
$218.41 - $252.43 $2.62K - $3.03K
1.01K $249K
Linde PLC
28.5K
+ 166.6%
N/A
45.7K $0
BUCK
Simplify Exchange Traded Fds S
7K
+ 61.61%
N/A
18.3K $0
Arista Networks Inc
7.78K
+ 23.84%
N/A
40.4K $0
Celestica Inc
1.74K
+ 10.89%
N/A
17.7K $0
Ge Vernova Inc
3.27K
+ 196.81%
N/A
4.94K $0
Ishares Bitcoin Trust ETF
4.95K
+ 21.04%
N/A
28.5K $0
Paysafe Limited
14K
+ 31.61%
N/A
58.2K $0
Blackrock ETF Trust Ii
11.4K
+ 4.86%
N/A
245K $0
TFLR
T Rowe Price Exchange Traded F
266
+ 0.14%
N/A
197K $0
Reddit Inc
1.75K
+ 84.94%
N/A
3.81K $0
ALL
Allstate Corp

Financial Services
31
+ 2.2%
$180.53 - $212.64 $5.6K - $6.59K
1.44K $289K
CB
Chubb LTD

Financial Services
19
+ 2.59%
$274.32 - $302.46 $5.21K - $5.75K
752 $217K
SMRT
Smart Rent, Inc.

Technology
2.16K
+ 6.57%
$0.72 - $1.15 $1.56K - $2.49K
35.1K $34K
BXSL
Blackstone Secured Lending Fund

Financial Services
750
+ 4.24%
$26.88 - $32.74 $20.2K - $24.6K
18.5K $567K
PD
Pager Duty, Inc.

Technology
3.93K
+ 16.82%
$13.92 - $18.38 $54.7K - $72.2K
27.3K $416K
QRMI
Global X Fds Nasdaq 100 Risk M

ETFs
200
+ 0.61%
$15.78 - $16.74 $3.16K - $3.35K
33.1K $528K
TPL
Texas Pacific Land Corp

Energy
26
+ 14.29%
$1036.28 - $1430.55 $26.9K - $37.2K
208 $219K
VDE
Vanguard Energy ETF

ETFs
18
+ 0.64%
$105.87 - $130.56 $1.91K - $2.35K
2.83K $339K
FDX
Fedex Corp

Industrials
271
+ 4.66%
$198.07 - $245.17 $53.7K - $66.4K
6.09K $1.38M
KHC
Kraft Heinz CO

Consumer Defensive
279
+ 0.89%
$25.61 - $30.81 $7.15K - $8.6K
31.7K $819K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.92K
+ 2.42%
$45.07 - $52.57 $86.7K - $101K
81.3K $3.97M
FNF
Fidelity National Financial, Inc.

Financial Services
3
+ 0.02%
$53.62 - $66.59 $161 - $200
16.7K $936K
RIO
Rio Tinto PLC

Basic Materials
71
+ 0.04%
$52.32 - $62.75 $3.71K - $4.46K
201K $11.7M
TMUS
T Mobile Us, Inc.

Communication Services
8.67K
+ 9.32%
$220.99 - $268.54 $1.92M - $2.33M
102K $24.2M
CVX
Chevron Corp

Energy
5.28K
+ 3.81%
$133.73 - $168.51 $706K - $889K
144K $20.6M
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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