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
VNQ
Vanguard Specialized Funds Van

ETFs
433
+ 9.7%
$85.55 - $94.34 $37K - $40.8K
4.9K $443K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
601
+ 16.81%
$113.13 - $127.79 $68K - $76.8K
4.18K $472K
SPGI
S&P Global Inc.

Financial Services
27
+ 1.1%
$478.26 - $543.77 $12.9K - $14.7K
2.48K $1.26M
BNL
Broadstone Net Lease, Inc.

Real Estate
74
+ 0.24%
$15.2 - $17.25 $1.12K - $1.28K
31.1K $530K
UNP
Union Pacific Corp

Industrials
68
+ 3.25%
$225.21 - $254.42 $15.3K - $17.3K
2.16K $510K
CME
Cme Group Inc.

Financial Services
5
+ 0.54%
$225.82 - $266.54 $1.13K - $1.33K
933 $247K
HTGC
Hercules Capital, Inc.

Financial Services
2.85K
+ 9.41%
$18.01 - $22.0 $51.4K - $62.8K
33.2K $637K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
27
+ 0.75%
$69.81 - $78.9 $1.88K - $2.13K
3.64K $283K
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
2K
+ 10.81%
$13.4 - $14.48 $26.8K - $29K
20.5K $275K
SYK
Stryker Corp

Healthcare
44
+ 5.47%
$355.18 - $399.9 $15.6K - $17.6K
849 $316K
RFM
River North Flexible Municipal Income Fund, Inc.

N/A
1.75K
+ 6.67%
$14.78 - $15.71 $25.9K - $27.5K
28K $413K
GM
General Motors CO

Consumer Cyclical
1.14K
+ 22.16%
$45.22 - $54.92 $51.5K - $62.6K
6.28K $295K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
1.87K
+ 7.99%
$10.55 - $11.13 $19.7K - $20.8K
25.2K $270K
BAC
Bank Of America Corp

Financial Services
3.5K
+ 6.23%
$39.61 - $47.74 $139K - $167K
59.7K $2.49M
VOT
Vanguard Mid Cap Growth Index

ETFs
155
+ 7.67%
$237.72 - $276.98 $36.8K - $42.9K
2.18K $532K
JEPI
J P Morgan Exchange Traded Fd

ETFs
644
+ 1.54%
$56.17 - $59.71 $36.2K - $38.5K
42.5K $2.43M
PPA
Invesco Exchange Traded Fd Tr

ETFs
125
+ 4.8%
$113.59 - $123.29 $14.2K - $15.4K
2.73K $318K
NDAQ
Nasdaq, Inc.

Financial Services
339
+ 9.88%
$72.17 - $83.76 $24.5K - $28.4K
3.77K $285K
RACE
Ferrari N.V.

Consumer Cyclical
35
+ 6.29%
$413.73 - $508.15 $14.5K - $17.8K
591 $252K
BND
Vanguard Bd Index Fd Inc Total

ETFs
48
+ 1.09%
$71.17 - $73.66 $3.42K - $3.54K
4.46K $327K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
1.2K
+ 18.76%
$27.98 - $33.9 $33.5K - $40.6K
7.58K $212K
JKHY
Henry Jack & Associates Inc

Technology
4
+ 0.35%
$166.47 - $191.28 $666 - $765
1.15K $209K
COF
Capital One Financial Corp

Financial Services
3
+ 0.05%
$163.87 - $209.82 $492 - $629
6.1K $1.09M
SMRT
Smart Rent, Inc.

Technology
13.8K
+ 71.83%
$1.08 - $1.8 $14.9K - $24.8K
32.9K $39K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
190
+ 1.52%
$24.5 - $24.95 $4.66K - $4.74K
12.7K $313K
Fidelity Wise Origin Bitcoin
2K
+ 40.0%
N/A
7K $0
Reddit Inc
1K
+ 94.52%
N/A
2.06K $0
Arista Networks Inc
5.97K
+ 22.37%
N/A
32.6K $0
Celestica Inc
6.45K
+ 67.66%
N/A
16K $0
Ishares Bitcoin Trust ETF
7.02K
+ 42.51%
N/A
23.5K $0
TFLR
T Rowe Price Exchange Traded F
43.8K
+ 28.66%
N/A
197K $0
Lam Research Corp
178
+ 0.42%
N/A
42.1K $0
LYB
Lyondell Basell Industries N.V.

Basic Materials
186
+ 5.4%
$69.82 - $78.67 $13K - $14.6K
3.63K $255K
Super Micro Computer Inc
5.23K
+ 71.78%
N/A
12.5K $0
Blackrock ETF Trust Ii
28.1K
+ 13.62%
N/A
234K $0
Pimco ETF Tr
779
+ 6.73%
N/A
12.3K $0
Blackrock Inc
100
+ 12.35%
N/A
910 $0
CPRT
Copart Inc

Consumer Cyclical
23
+ 0.58%
$52.3 - $59.83 $1.2K - $1.38K
4K $226K
RMD
Resmed Inc

Healthcare
14
+ 1.57%
$219.7 - $257.65 $3.08K - $3.61K
907 $203K
MUB
Ishares National Muni Bond ETF

ETFs
255
+ 0.84%
$104.71 - $107.69 $26.7K - $27.5K
30.7K $3.24M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
152
+ 1.15%
$45.03 - $48.14 $6.84K - $7.32K
13.4K $618K
GLW
Corning Inc

Technology
69
+ 1.06%
$44.91 - $54.25 $3.1K - $3.74K
6.55K $299K
PATH
Ui Path, Inc.

Technology
5.23K
+ 19.05%
$9.97 - $15.19 $52.2K - $79.5K
32.7K $336K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
527
+ 10.39%
$62.43 - $84.12 $32.9K - $44.3K
5.6K $364K
VBR
Vanguard Small Cap Value ETF

ETFs
93
+ 3.53%
$183.02 - $207.75 $17K - $19.3K
2.73K $508K
DIS
Walt Disney CO

Communication Services
1.64K
+ 11.64%
$96.87 - $114.0 $159K - $187K
15.8K $1.56M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
200
+ 0.65%
$29.34 - $31.31 $5.87K - $6.26K
30.9K $915K
APP
App Lovin Corp

Technology
435
+ 19.0%
$238.08 - $510.13 $104K - $222K
2.72K $721K
SHOP
Shopify Inc.

Technology
4.51K
+ 10.79%
$90.59 - $129.31 $408K - $583K
46.3K $4.42M
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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