Steel Peak Wealth Management LLC New Holdings in Q2 2025

Steel Peak Wealth Management LLC

  • $2.49 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FTEC
Fidelity Covington Tr Msci Inf

ETFs
71.9K
New
$139.8 - $197.22 $10M - $14.2M
71.9K $14.2M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
22.6K
New
$421.16 - $509.5 $9.52M - $11.5M
22.6K $10.1M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
195K
New
$50.09 - $51.09 $9.75M - $9.94M
195K $9.94M
CVS
Cvs Health Corp

Healthcare
124K
New
$60.04 - $70.18 $7.46M - $8.72M
124K $8.57M
AEP
American Electric Power CO Inc

Utilities
74.4K
New
$98.59 - $109.11 $7.34M - $8.12M
74.4K $7.72M
HDV
Ishares Core High Dividend ETF

ETFs
45.1K
New
$108.41 - $120.51 $4.89M - $5.44M
45.1K $5.29M
SCHV
Schwab Strategic Tr Us Large C

ETFs
182K
New
$23.55 - $27.67 $4.3M - $5.05M
182K $5.05M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
37.9K
New
$102.02 - $103.5 $3.87M - $3.93M
37.9K $3.9M
ADM
Archer Daniels Midland CO

Consumer Defensive
73.9K
New
$41.79 - $54.16 $3.09M - $4M
73.9K $3.9M
HAS
Hasbro, Inc.

Consumer Cyclical
38.2K
New
$50.71 - $73.82 $1.94M - $2.82M
38.2K $2.82M
DG
Dollar General Corp

Consumer Defensive
24K
New
$86.02 - $114.95 $2.06M - $2.76M
24K $2.74M
BKR
Baker Hughes CO

Energy
71.4K
New
$35.0 - $44.92 $2.5M - $3.21M
71.4K $2.74M
LYV
Live Nation Entertainment, Inc.

Communication Services
17.7K
New
$118.81 - $151.28 $2.11M - $2.68M
17.7K $2.68M
NEM
Newmont Corp

Basic Materials
44.7K
New
$44.18 - $59.46 $1.98M - $2.66M
44.7K $2.6M
APD
Air Products & Chemicals, Inc.

Basic Materials
9.05K
New
$248.61 - $294.96 $2.25M - $2.67M
9.05K $2.55M
CTSH
Cognizant Technology Solutions Corp

Technology
32.7K
New
$66.47 - $81.81 $2.17M - $2.67M
32.7K $2.55M
WRB
Berkley W R Corp

Financial Services
34.1K
New
$64.28 - $75.17 $2.19M - $2.56M
34.1K $2.5M
TQQQ
Proshares Ultrapro Qqq

ETFs
30.4K
New
$38.9 - $83.0 $1.18M - $2.52M
30.4K $2.47M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
54.5K
New
$41.37 - $53.28 $2.25M - $2.9M
54.5K $2.43M
AER
Aer Cap Holdings N.V.

Industrials
20.6K
New
$88.97 - $117.24 $1.84M - $2.42M
20.6K $2.41M
HCA
Hca Healthcare, Inc.

Healthcare
6.09K
New
$317.61 - $387.52 $1.93M - $2.36M
6.09K $2.33M
ESS
Essex Property Trust, Inc.

Real Estate
7.8K
New
N/A
7.8K $2.13M
NLOK
Norton Life Lock Inc.

Technology
93K
New
N/A
93K $2M
MNST
Monster Beverage Corp

Consumer Defensive
28.5K
New
$55.01 - $64.24 $1.57M - $1.83M
28.5K $1.78M
LRN
Stride, Inc.

Consumer Defensive
10.1K
New
$124.45 - $160.72 $1.26M - $1.62M
10.1K $1.46M
EXC
Exelon Corp

Utilities
26K
New
$42.2 - $47.37 $1.1M - $1.23M
26K $1.13M
PEAK
Healthpeak Properties, Inc.

Real Estate
55.9K
New
N/A
55.9K $1.06M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
39.2K
New
$22.66 - $26.12 $888K - $1.02M
39.2K $959K
O
Realty Income Corp

Real Estate
15.8K
New
$52.27 - $58.52 $824K - $923K
15.8K $908K
FDL
First Tr Morningstar Dividend

ETFs
20.9K
New
$38.19 - $43.19 $797K - $901K
20.9K $873K
ERJ
Embraer S.A.

Industrials
15.3K
New
$40.42 - $56.91 $620K - $873K
15.3K $872K
EH
E Hang Holdings LTD

Industrials
49.4K
New
$14.44 - $19.87 $713K - $981K
49.4K $856K
CHKP
Check Point Software Technologies LTD

Technology
3.82K
New
$204.26 - $233.47 $780K - $892K
3.82K $845K
IDV
Ishares Tr

ETFs
24.1K
New
$27.79 - $34.84 $670K - $841K
24.1K $832K
ESLT
Elbit Systems LTD

Industrials
1.84K
New
$364.73 - $454.9 $672K - $838K
1.84K $828K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
7.27K
New
$99.37 - $134.05 $722K - $974K
7.27K $824K
EFX
Equifax Inc

Industrials
3.04K
New
$205.5 - $280.54 $624K - $852K
3.04K $787K
QTWO
Q2 Holdings, Inc.

Technology
7.17K
New
$68.72 - $95.27 $493K - $683K
7.17K $671K
MSCI
Msci Inc.

Financial Services
1.08K
New
$506.56 - $576.74 $547K - $623K
1.08K $622K
TTD
Trade Desk, Inc.

Technology
8.44K
New
$45.27 - $79.4 $382K - $670K
8.44K $607K
MELI
Mercadolibre Inc

Consumer Cyclical
223
New
$1794.73 - $2613.63 $400K - $583K
223 $582K
OKTA
Okta, Inc.

Technology
5.47K
New
$91.24 - $127.3 $499K - $696K
5.47K $546K
ARGX
Argenx Se

Healthcare
712
New
$532.27 - $656.65 $379K - $468K
712 $392K
BEAM
Beam Therapeutics Inc.

Healthcare
23K
New
$14.54 - $20.24 $334K - $465K
23K $390K
VRSN
Verisign Inc

Technology
1.26K
New
$234.49 - $288.8 $295K - $363K
1.26K $363K
DKNG
Draft Kings Inc.

Consumer Cyclical
8.36K
New
$31.67 - $42.89 $265K - $359K
8.36K $358K
VONG
Vanguard Russell 1000 Growth E

ETFs
3.17K
New
$82.51 - $109.2 $261K - $346K
3.17K $345K
RSG
Republic Services, Inc.

Industrials
1.39K
New
$227.2 - $258.07 $316K - $359K
1.39K $343K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.92K
New
$99.1 - $99.49 $290K - $291K
2.92K $290K
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
Track This Portfolio

Track Steel Peak Wealth Management LLC Portfolio

Follow Steel Peak Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steel Peak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steel Peak Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email