Steel Peak Wealth Management LLC New Holdings in Q4 2024

Steel Peak Wealth Management LLC

  • $2.41 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FTEC
Fidelity Covington Tr Msci Inf

ETFs
287K
New
$170.03 - $192.78 $48.8M - $55.4M
287K $53.1M
RIO
Rio Tinto PLC

Basic Materials
201K
New
$58.59 - $71.15 $11.8M - $14.3M
201K $11.8M
BMY
Bristol Myers Squibb CO

Healthcare
180K
New
$51.92 - $59.94 $9.35M - $10.8M
180K $10.2M
XLC
Select Sector Spdr Tr Communic

ETFs
75.9K
New
$89.66 - $102.16 $6.8M - $7.75M
75.9K $7.35M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
26.3K
New
$201.32 - $217.44 $5.29M - $5.71M
26.3K $5.43M
SCHV
Schwab Strategic Tr Us Large C

ETFs
207K
New
$25.79 - $80.4 $5.33M - $16.6M
207K $5.39M
GILD
Gilead Sciences, Inc.

Healthcare
53.3K
New
$83.95 - $97.9 $4.47M - $5.22M
53.3K $4.92M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
37.7K
New
$119.61 - $136.3 $4.51M - $5.14M
37.7K $4.66M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
86.1K
New
$42.95 - $45.72 $3.7M - $3.94M
86.1K $3.72M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
61.9K
New
$45.39 - $62.98 $2.81M - $3.9M
61.9K $3.51M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
64.7K
New
$44.04 - $49.49 $2.85M - $3.2M
64.7K $2.85M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
85.9K
New
$29.46 - $32.64 $2.53M - $2.8M
85.9K $2.65M
FOXA
Fox Corp

Communication Services
54.4K
New
$41.35 - $49.99 $2.25M - $2.72M
54.4K $2.64M
FDMO
Fidelity Covington Tr Momentum

ETFs
35.3K
New
$65.49 - $73.33 $2.31M - $2.59M
35.3K $2.46M
NRG
Nrg Energy, Inc.

Utilities
26.8K
New
$85.3 - $101.61 $2.29M - $2.72M
26.8K $2.42M
AEP
American Electric Power CO Inc

Utilities
26.1K
New
$90.91 - $102.21 $2.37M - $2.66M
26.1K $2.4M
IAU
Ishares Gold Trust

ETFs
48.2K
New
$48.37 - $52.65 $2.33M - $2.54M
48.2K $2.38M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
43.9K
New
$51.58 - $52.91 $2.26M - $2.32M
43.9K $2.27M
CVS
Cvs Health Corp

Healthcare
43.7K
New
$43.78 - $67.46 $1.91M - $2.95M
43.7K $1.96M
FISV
Fiserv Inc

Technology
14.1K
New
N/A
14.1K $1.77M
AIN
Albany International Corp

Consumer Cyclical
20.9K
New
$67.92 - $87.46 $1.42M - $1.83M
20.9K $1.67M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
171K
New
$8.17 - $8.66 $1.4M - $1.48M
171K $1.4M
CSX
Csx Corp

Industrials
40.6K
New
$31.58 - $36.88 $1.28M - $1.5M
40.6K $1.31M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
28.1K
New
$45.17 - $47.23 $1.27M - $1.33M
28.1K $1.27M
SPGI
S&P Global Inc.

Financial Services
2.46K
New
$480.36 - $529.17 $1.18M - $1.3M
2.46K $1.22M
HYDB
Ishares Tr Edge High Yield Def

ETFs
25.8K
New
$46.68 - $47.95 $1.21M - $1.24M
25.8K $1.21M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
903
New
$1146.59 - $1270.6 $1.04M - $1.15M
903 $1.07M
HCA
Hca Healthcare, Inc.

Healthcare
3.52K
New
$297.52 - $415.61 $1.05M - $1.46M
3.52K $1.06M
DVA
Davita Inc.

Healthcare
6.99K
New
$139.81 - $167.96 $977K - $1.17M
6.99K $1.04M
EVRG
Evergy, Inc.

Utilities
15.6K
New
$59.06 - $65.0 $920K - $1.01M
15.6K $958K
AMT
American Tower Corp

Real Estate
5K
New
$179.4 - $232.01 $896K - $1.16M
5K $916K
SPTL
Spdr Portfolio Long Term Treas

ETFs
33.9K
New
$26.05 - $29.17 $882K - $988K
33.9K $887K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19.6K
New
$38.37 - $42.82 $753K - $840K
19.6K $753K
APP
App Lovin Corp

Technology
2.29K
New
$130.67 - $401.5 $299K - $919K
2.29K $741K
HWM
Howmet Aerospace Inc.

Industrials
6.57K
New
$99.72 - $120.09 $655K - $789K
6.57K $718K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
5.59K
New
$110.69 - $154.48 $618K - $863K
5.59K $709K
FIX
Comfort Systems Usa Inc

Industrials
1.61K
New
$370.68 - $504.12 $595K - $809K
1.61K $680K
OSIS
Osi Systems Inc

Technology
4.04K
New
$131.41 - $187.75 $531K - $758K
4.04K $676K
PEY
Invesco Exchange Traded Fd Tr

ETFs
31.5K
New
$21.1 - $23.08 $665K - $727K
31.5K $669K
UHS
Universal Health Services Inc

Healthcare
3.68K
New
$175.8 - $236.9 $646K - $871K
3.68K $659K
OMCL
Omnicell, Inc

Healthcare
14.3K
New
$39.5 - $53.05 $564K - $757K
14.3K $634K
TPG
Tpg Inc.

Financial Services
10K
New
$58.29 - $71.51 $583K - $715K
10K $627K
PWR
Quanta Services, Inc.

Industrials
1.99K
New
$296.05 - $346.6 $588K - $688K
1.99K $627K
HDV
Ishares Core High Dividend ETF

ETFs
5K
New
$110.82 - $121.28 $554K - $606K
5K $561K
IEFA
Ishares Tr

ETFs
7.06K
New
$70.06 - $77.43 $494K - $546K
7.06K $495K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
5.35K
New
$89.01 - $96.24 $476K - $514K
5.35K $479K
ENVA
Enova International, Inc.

Financial Services
4.85K
New
$80.49 - $106.72 $390K - $517K
4.85K $464K
HYG
Ishares Tr

ETFs
5.86K
New
$78.09 - $80.04 $457K - $469K
5.86K $460K
SNOW
Snowflake Inc.

Technology
2.57K
New
$109.65 - $186.51 $282K - $480K
2.57K $397K
Activity Summary
Buys All Purchases 271 New Holdings 96 Increased Positions 175 Sells All Sells 179 Reductions 179 Sold out 0 Options Calls 47 Puts 22
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