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
TXG
10x Genomics, Inc.

Healthcare
37.1K
New
$8.73 - $16.31 $324K - $605K
37.1K $323K
MGV
Vanguard Mega Cap Value

ETFs
2.1K
New
$123.61 - $133.01 $260K - $280K
2.1K $270K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
24.2K
New
$9.19 - $12.93 $223K - $313K
24.2K $270K
ZM
Zoom Video Communications, Inc.

Technology
3.54K
New
$72.23 - $88.64 $256K - $314K
3.54K $261K
CI
Cigna Corp

Healthcare
786
New
$274.49 - $329.0 $216K - $259K
786 $258K
SR
Spire Inc

Utilities
3.26K
New
$65.62 - $78.25 $214K - $255K
3.26K $255K
UGI
Ugi Corp

Utilities
7.33K
New
$28.0 - $34.16 $205K - $250K
7.33K $242K
TPL
Texas Pacific Land Corp

Energy
182
New
$1180.08 - $1431.01 $215K - $260K
182 $241K
TGTX
Tg Therapeutics, Inc.

Healthcare
5.9K
New
$27.67 - $42.99 $163K - $254K
5.9K $232K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.93K
New
$77.7 - $78.94 $227K - $231K
2.93K $230K
ZS
Zscaler, Inc.

Technology
1.16K
New
$181.66 - $216.87 $210K - $251K
1.16K $229K
WSBC
Wesbanco Inc

Financial Services
7.28K
New
$30.36 - $37.08 $221K - $270K
7.28K $225K
NTRA
Natera, Inc.

Healthcare
1.57K
New
$132.63 - $177.0 $209K - $278K
1.57K $222K
CB
Chubb LTD

Financial Services
733
New
$257.71 - $301.99 $189K - $221K
733 $221K
PTCT
Ptc Therapeutics, Inc.

Healthcare
4.25K
New
$41.81 - $57.17 $178K - $243K
4.25K $216K
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.74K
New
$21.75 - $24.28 $212K - $236K
9.74K $215K
CHTR
Charter Communications, Inc.

Communication Services
583
New
$334.89 - $384.77 $195K - $224K
583 $214K
XEL
Xcel Energy Inc

Utilities
2.97K
New
$63.37 - $72.1 $188K - $214K
2.97K $210K
NEE
Nextera Energy Inc

Utilities
2.95K
New
$66.96 - $76.16 $197K - $224K
2.95K $208K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
150
New
$1227.6 - $1458.46 $184K - $219K
150 $202K
SLV
I Shares Silver Trust

ETFs
6.51K
New
$26.93 - $31.32 $175K - $204K
6.51K $201K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
377
New
$522.96 - $601.18 $197K - $227K
377 $201K
CHK
Chesapeake Energy Corp

Energy
2.28K
New
N/A
2.28K $195K
HBAN
Huntington Bancshares Inc

Financial Services
11.3K
New
$14.28 - $17.39 $161K - $197K
11.3K $169K
CL
Colgate Palmolive CO

Consumer Defensive
1.71K
New
$85.68 - $97.5 $147K - $167K
1.71K $160K
CRDF
Cardiff Oncology, Inc.

Healthcare
18.5K
New
$3.14 - $4.75 $58.1K - $87.9K
18.5K $58K
NGD
New Gold Inc.

Basic Materials
10K
New
$2.54 - $3.71 $25.4K - $37.1K
10K $37K
LCID
Lucid Group, Inc.

Consumer Cyclical
12.7K
New
$2.03 - $3.48 $25.7K - $44.1K
12.7K $30K
PLUG
Plug Power Inc

Industrials
15.3K
New
$1.34 - $3.15 $20.5K - $48.2K
15.3K $20K
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
3.29K
New
N/A
3.29K $0
BUCK
Simplify Exchange Traded Fds S
11.4K
New
N/A
11.4K $0
Ouster Inc
49.9K
New
N/A
49.9K $0
Intuitive Machines Inc
76.6K
New
N/A
76.6K $0
Paysafe Limited
44.2K
New
N/A
44.2K $0
Astera Labs Inc
5.35K
New
N/A
5.35K $0
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