Steel Peak Wealth Management LLC New Holdings in Q1 2025

Steel Peak Wealth Management LLC

  • $2.36 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
105K
New
$97.25 - $104.79 $10.2M - $11M
105K $10.9M
OEF
Ishares S&P 100 ETF

ETFs
27.4K
New
N/A
27.4K $7.3M
EOG
Eog Resources Inc

Energy
50.9K
New
$120.54 - $138.05 $6.14M - $7.03M
50.9K $6.53M
ACWI
Ishares Msci Acwi ETF

ETFs
48.4K
New
$115.16 - $124.13 $5.58M - $6.01M
48.4K $5.64M
C
Citigroup Inc

Financial Services
58.2K
New
$67.23 - $84.63 $3.91M - $4.93M
58.2K $4.13M
PSX
Phillips 66

Energy
33.4K
New
$113.93 - $131.55 $3.8M - $4.39M
33.4K $4.12M
HEFA
Ishares Currency Hedged Msci E

ETFs
108K
New
$34.83 - $37.52 $3.77M - $4.06M
108K $3.92M
DFS
Discover Financial Services

Financial Services
19.8K
New
$152.99 - $203.25 $3.04M - $4.03M
19.8K $3.39M
BRO
Brown & Brown, Inc.

Financial Services
23.2K
New
$100.54 - $124.4 $2.33M - $2.88M
23.2K $2.88M
DRI
Darden Restaurants Inc

Consumer Cyclical
12.6K
New
$180.02 - $208.56 $2.26M - $2.62M
12.6K $2.61M
EQR
Equity Residential

Real Estate
35.7K
New
$66.98 - $75.02 $2.39M - $2.68M
35.7K $2.56M
DLTR
Dollar Tree, Inc.

Consumer Defensive
33.9K
New
$61.92 - $76.95 $2.1M - $2.61M
33.9K $2.54M
CAH
Cardinal Health Inc

Healthcare
18K
New
$118.02 - $137.77 $2.12M - $2.48M
18K $2.48M
CMS
Cms Energy Corp

Utilities
32.2K
New
$64.99 - $75.11 $2.09M - $2.42M
32.2K $2.42M
EQT
Eqt Corp

Energy
44.4K
New
$46.16 - $54.25 $2.05M - $2.41M
44.4K $2.37M
NTAP
Net App, Inc.

Technology
26.9K
New
$87.84 - $126.3 $2.36M - $3.4M
26.9K $2.36M
AVB
Avalonbay Communities Inc

Real Estate
10.9K
New
$207.86 - $228.08 $2.27M - $2.5M
10.9K $2.35M
TPR
Tapestry, Inc.

Consumer Cyclical
31.4K
New
$65.63 - $89.21 $2.06M - $2.8M
31.4K $2.21M
PKG
Packaging Corp Of America

Consumer Cyclical
10.9K
New
$192.03 - $242.13 $2.09M - $2.64M
10.9K $2.16M
STT
State Street Corp

Financial Services
23.3K
New
$84.47 - $102.23 $1.97M - $2.38M
23.3K $2.09M
DGX
Quest Diagnostics Inc

Healthcare
14.7K
New
N/A
14.7K $2.01M
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
55.8K
New
$26.24 - $38.48 $1.46M - $2.15M
55.8K $1.62M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6M
EA
Electronic Arts Inc.

Communication Services
9.72K
New
$116.53 - $146.29 $1.13M - $1.42M
9.72K $1.4M
STX
Seagate Technology Holdings PLC

Technology
13.4K
New
$84.92 - $108.42 $1.14M - $1.45M
13.4K $1.14M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
6.62K
New
$166.63 - $185.86 $1.1M - $1.23M
6.62K $1.1M
KHC
Kraft Heinz CO

Consumer Defensive
31.4K
New
$28.51 - $32.22 $896K - $1.01M
31.4K $956K
AGX
Argan Inc

Industrials
6.81K
New
$104.05 - $185.35 $709K - $1.26M
6.81K $893K
PNW
Pinnacle West Capital Corp

Utilities
9.37K
New
$81.76 - $95.25 $766K - $893K
9.37K $892K
AMCR
Amcor PLC

Consumer Cyclical
90.9K
New
$9.33 - $10.39 $848K - $944K
90.9K $881K
RCAT
Red Cat Holdings, Inc.

Technology
136K
New
$4.82 - $14.19 $657K - $1.93M
136K $801K
IRTC
I Rhythm Technologies, Inc.

Healthcare
7.49K
New
$89.44 - $119.44 $670K - $894K
7.49K $783K
DHI
Horton D R Inc

Consumer Cyclical
6.06K
New
$125.29 - $147.65 $759K - $894K
6.06K $770K
XRMI
Global X Fds S&P 500 Risk Mana

ETFs
40.4K
New
$18.37 - $19.62 $742K - $792K
40.4K $744K
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
32.9K
New
$21.6 - $23.19 $710K - $763K
32.9K $725K
PSN
Parsons Corp

Industrials
12K
New
$55.35 - $96.44 $663K - $1.15M
12K $708K
SPOT
Spotify Technology S.A.

Communication Services
1.21K
New
$457.79 - $648.32 $554K - $785K
1.21K $666K
RKLB
Rocket Lab Usa, Inc.

Industrials
33.7K
New
$17.12 - $31.57 $577K - $1.06M
33.7K $602K
QRMI
Global X Fds Nasdaq 100 Risk M

ETFs
32.9K
New
$16.63 - $17.76 $548K - $585K
32.9K $548K
TOST
Toast, Inc.

Technology
15.3K
New
$32.61 - $41.98 $498K - $641K
15.3K $506K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
17K
New
$25.2 - $68.74 $428K - $1.17M
17K $502K
CCL
Carnival Corp

Consumer Cyclical
24.2K
New
$19.08 - $28.49 $462K - $690K
24.2K $472K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
21.4K
New
$21.23 - $23.75 $455K - $509K
21.4K $461K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
11.7K
New
$36.63 - $37.45 $430K - $439K
11.7K $431K
DHR
Danaher Corp

Healthcare
2.09K
New
$201.62 - $250.59 $422K - $524K
2.09K $428K
ILMN
Illumina, Inc.

Healthcare
4.76K
New
$79.34 - $144.22 $377K - $686K
4.76K $377K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.74K
New
$203.38 - $274.79 $354K - $478K
1.74K $357K
TPYP
Managed Portfolio Ser Tortoise

ETFs
9.75K
New
$34.32 - $37.26 $335K - $363K
9.75K $354K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.5K
New
$91.76 - $103.26 $321K - $362K
3.5K $323K
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
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