Steel Peak Wealth Management LLC New Holdings in Q3 2024

Steel Peak Wealth Management LLC

  • $2.25 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
73.6K
New
$159.75 - $174.57 $11.8M - $12.9M
73.6K $12.9M
KLAC
Kla Corp

Technology
12.3K
New
$696.17 - $892.35 $8.59M - $11M
12.3K $9.55M
DUK
Duke Energy Corp

Utilities
65.3K
New
$99.35 - $117.71 $6.48M - $7.68M
65.3K $7.52M
ACWI
Ishares Msci Acwi ETF

ETFs
48.5K
New
$107.24 - $119.84 $5.2M - $5.81M
48.5K $5.8M
SRE
Sempra Energy

Utilities
47.9K
New
$74.97 - $84.04 $3.59M - $4.03M
47.9K $4.01M
STT
State Street Corp

Financial Services
39.3K
New
$73.37 - $89.31 $2.88M - $3.51M
39.3K $3.47M
AES
Aes Corp

Utilities
123K
New
$16.18 - $20.07 $1.99M - $2.47M
123K $2.47M
BALL
Ball Corp

Consumer Cyclical
34.3K
New
$58.86 - $67.91 $2.02M - $2.33M
34.3K $2.33M
GDDY
Go Daddy Inc.

Technology
13.4K
New
$141.41 - $167.41 $1.89M - $2.24M
13.4K $2.09M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
21.9K
New
$49.83 - $62.75 $1.09M - $1.37M
21.9K $1.26M
SMIN
Ishares Msci India Small Cap I

ETFs
12.9K
New
$79.48 - $86.97 $1.02M - $1.12M
12.9K $1.11M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
21.8K
New
$44.07 - $50.57 $961K - $1.1M
21.8K $1.1M
EWJ
Ishares Msci Japan ETF

ETFs
14.6K
New
$63.12 - $72.99 $923K - $1.07M
14.6K $1.05M
PNW
Pinnacle West Capital Corp

Utilities
11.6K
New
$75.52 - $91.31 $874K - $1.06M
11.6K $1.03M
EPI
Wisdomtree Tr India Earnings F

ETFs
19.5K
New
$47.41 - $50.82 $926K - $993K
19.5K $985K
O
Realty Income Corp

Real Estate
15.1K
New
$52.36 - $63.42 $790K - $956K
15.1K $956K
BBY
Best Buy CO Inc

Consumer Cyclical
9.12K
New
$80.23 - $103.29 $732K - $942K
9.12K $941K
TER
Teradyne, Inc

Technology
6.28K
New
$114.25 - $163.0 $717K - $1.02M
6.28K $840K
DVN
Devon Energy Corp

Energy
21.4K
New
$37.87 - $48.65 $812K - $1.04M
21.4K $838K
TT
Trane Technologies PLC

Industrials
2.15K
New
$314.21 - $388.71 $675K - $835K
2.15K $834K
UPST
Upstart Holdings, Inc.

Financial Services
20.7K
New
$22.9 - $44.11 $474K - $913K
20.7K $828K
MLPX
Global X Mlp & Energy Infrastr

ETFs
12.6K
New
$50.37 - $55.21 $636K - $698K
12.6K $687K
IRTC
I Rhythm Technologies, Inc.

Healthcare
7.97K
New
$64.64 - $106.45 $515K - $849K
7.97K $591K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
25.1K
New
$19.62 - $23.55 $492K - $590K
25.1K $584K
MASI
Masimo Corp

Healthcare
4.27K
New
$104.79 - $133.77 $448K - $572K
4.27K $569K
RKT
Rocket Companies, Inc.

Financial Services
29.6K
New
$13.16 - $20.81 $389K - $615K
29.6K $567K
LC
Lending Club Corp

Financial Services
49.1K
New
$8.34 - $12.51 $410K - $615K
49.1K $561K
SNPS
Synopsys Inc

Technology
1.04K
New
$463.97 - $621.3 $480K - $643K
1.04K $524K
VEA
Vanguard Ftse Developed Market

ETFs
9.91K
New
$47.6 - $53.31 $472K - $528K
9.91K $523K
CRS
Carpenter Technology Corp

Industrials
2.98K
New
$104.79 - $161.78 $312K - $482K
2.98K $476K
ADMA
Adma Biologics, Inc.

Healthcare
23.6K
New
$11.21 - $20.03 $264K - $472K
23.6K $471K
FSLR
First Solar, Inc.

Technology
1.75K
New
$205.36 - $255.78 $359K - $448K
1.75K $436K
TWST
Twist Bioscience Corp

Healthcare
9.21K
New
$36.72 - $58.88 $338K - $542K
9.21K $416K
PVAL
Putnam ETF Tr Putnam Focused L
10.9K
New
$35.03 - $37.94 $384K - $415K
10.9K $415K
NTLA
Intellia Therapeutics, Inc.

Healthcare
19.1K
New
$19.72 - $27.36 $377K - $523K
19.1K $392K
ZBRA
Zebra Technologies Corp

Technology
1.01K
New
$306.21 - $371.02 $309K - $374K
1.01K $373K
PPC
Pilgrims Pride Corp

Consumer Defensive
7.9K
New
$37.92 - $46.58 $299K - $368K
7.9K $363K
AUSF
Global X Fds Adaptive U S Fact

ETFs
7.99K
New
$39.51 - $42.7 $316K - $341K
7.99K $341K
GD
General Dynamics Corp

Industrials
1.12K
New
$279.51 - $308.09 $312K - $344K
1.12K $337K
RFM
River North Flexible Municipal Income Fund, Inc.

N/A
19.3K
New
$15.55 - $16.31 $299K - $314K
19.3K $313K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.6K
New
$81.31 - $83.29 $293K - $300K
3.6K $299K
RING
Ishares Inc Msci Global Gold M

ETFs
8.61K
New
$27.51 - $34.67 $237K - $299K
8.61K $284K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.55K
New
$66.56 - $75.11 $236K - $267K
3.55K $265K
NDAQ
Nasdaq, Inc.

Financial Services
3.52K
New
$59.48 - $74.31 $209K - $261K
3.52K $256K
GM
General Motors CO

Consumer Cyclical
5.59K
New
$39.95 - $49.9 $223K - $279K
5.59K $250K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.5K
New
$136.93 - $162.81 $205K - $244K
1.5K $240K
BK
Bank Of New York Mellon Corp

Financial Services
3.18K
New
$59.54 - $72.17 $189K - $230K
3.18K $228K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.31K
New
$51.02 - $52.74 $220K - $227K
4.31K $227K
WSBC
Wesbanco Inc

Financial Services
7.57K
New
$27.11 - $34.28 $205K - $260K
7.57K $225K
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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