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
TER
Teradyne, Inc

Technology
3.07K
+ 46.5%
$82.6 - $140.0 $254K - $430K
9.67K $798K
FIS
Fidelity National Information Services, Inc.

Technology
68
+ 0.92%
$68.12 - $83.42 $4.63K - $5.67K
7.47K $557K
NIO
Nio Inc.

Consumer Cyclical
86
+ 0.12%
$3.75 - $5.22 $323 - $449
74.7K $284K
TWST
Twist Bioscience Corp

Healthcare
86
+ 1.19%
$36.71 - $54.07 $3.16K - $4.65K
7.33K $287K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
274
+ 0.62%
$13.21 - $14.63 $3.62K - $4.01K
44.4K $586K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
3.5K
+ 4.07%
$28.64 - $32.91 $100K - $115K
89.4K $2.59M
EXPE
Expedia Group, Inc.

Consumer Cyclical
227
+ 3.35%
$157.11 - $206.52 $35.7K - $46.9K
7.01K $1.18M
LOW
Lowes Companies Inc

Consumer Cyclical
126
+ 1.46%
$222.66 - $268.42 $28.1K - $33.8K
8.79K $2.05M
AXP
American Express CO

Financial Services
15
+ 0.41%
$255.39 - $325.87 $3.83K - $4.89K
3.64K $979K
NVO
Novo Nordisk A S

Healthcare
408
+ 5.23%
$69.3 - $90.95 $28.3K - $37.1K
8.21K $570K
LC
Lending Club Corp

Financial Services
16K
+ 32.98%
$10.25 - $17.51 $164K - $280K
64.5K $665K
AMBA
Ambarella Inc

Technology
1.97K
+ 17.08%
$48.94 - $82.94 $96.4K - $163K
13.5K $679K
SQ
Block, Inc.

Technology
905
+ 10.57%
$54.04 - $92.95 $48.9K - $84.1K
9.47K $541K
ALB
Albemarle Corp

Basic Materials
1.3K
+ 6.18%
$69.95 - $97.49 $90.8K - $127K
22.3K $1.61M
DELL
Dell Technologies Inc.

Technology
612
+ 5.62%
$90.34 - $124.66 $55.3K - $76.3K
11.5K $1.05M
FDX
Fedex Corp

Industrials
7
+ 0.12%
$230.33 - $281.53 $1.61K - $1.97K
5.81K $1.42M
GDDY
Go Daddy Inc.

Technology
41
+ 0.31%
$172.13 - $214.35 $7.06K - $8.79K
13.1K $2.35M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
516
+ 5.29%
$165.25 - $224.62 $85.3K - $116K
10.3K $1.7M
HD
Home Depot, Inc.

Consumer Cyclical
563
+ 2.72%
$347.25 - $424.87 $196K - $239K
21.3K $7.8M
USB
Us Bancorp \De\

Financial Services
17.7K
+ 9.79%
$40.92 - $50.9 $722K - $899K
198K $8.36M
QLD
Proshares Ultra Qqq

ETFs
605
+ 2.37%
$88.88 - $119.12 $53.8K - $72.1K
26.1K $2.32M
RDNT
Rad Net, Inc.

Healthcare
120
+ 0.48%
$45.92 - $72.75 $5.51K - $8.73K
25.1K $1.25M
IVW
Ishares S&P 500 Growth ETF

ETFs
19.5K
+ 6.49%
$92.45 - $106.69 $1.8M - $2.08M
320K $29.7M
AMD
Advanced Micro Devices Inc

Technology
26.7K
+ 11.31%
$96.63 - $129.55 $2.58M - $3.45M
262K $27M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.62K
+ 3.33%
$468.34 - $539.52 $1.23M - $1.41M
81.2K $38.1M
AMZN
Amazon Com Inc

Consumer Cyclical
36.6K
+ 9.96%
$190.26 - $242.06 $6.97M - $8.87M
405K $77M
AVGO
Broadcom Inc.

Technology
24.2K
+ 15.09%
$167.43 - $244.7 $4.06M - $5.93M
185K $31M
NVDA
Nvidia Corp

Technology
15.1K
+ 2.06%
$106.98 - $149.43 $1.62M - $2.26M
750K $81.2M
TSLA
Tesla, Inc.

Consumer Cyclical
13.3K
+ 8.52%
$222.15 - $428.22 $2.95M - $5.69M
169K $43.8M
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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