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
ICE
Intercontinental Exchange, Inc.

Financial Services
1.57K
New
$151.62 - $183.47 $238K - $288K
1.57K $288K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.97K
New
$63.54 - $68.5 $252K - $272K
3.97K $267K
ED
Consolidated Edison Inc

Utilities
2.63K
New
$98.05 - $113.3 $258K - $298K
2.63K $263K
STLD
Steel Dynamics Inc

Basic Materials
2.65K
New
N/A
2.65K $259K
UPST
Upstart Holdings, Inc.

Financial Services
3.96K
New
$34.8 - $64.85 $138K - $257K
3.96K $256K
TJX
Tjx Companies Inc

Consumer Cyclical
2.04K
New
$119.13 - $135.03 $244K - $276K
2.04K $252K
ACHR
Archer Aviation Inc.

Industrials
22.2K
New
$6.2 - $13.3 $137K - $295K
22.2K $240K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
4.95K
New
$45.71 - $61.66 $226K - $305K
4.95K $238K
AMT
American Tower Corp

Real Estate
1.06K
New
$203.96 - $228.19 $217K - $243K
1.06K $234K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.18K
New
$58.41 - $72.69 $186K - $231K
3.18K $231K
AES
Aes Corp

Utilities
21.9K
New
$9.63 - $12.55 $211K - $275K
21.9K $230K
FCX
Freeport Mcmoran Inc

Basic Materials
5.17K
New
$29.15 - $44.46 $151K - $230K
5.17K $224K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
2.42K
New
$88.49 - $92.4 $214K - $224K
2.42K $223K
JD
Jd.Com, Inc.

Consumer Cyclical
6.81K
New
$31.44 - $41.32 $214K - $281K
6.81K $222K
SSNC
Ss&C Technologies Holdings Inc

Technology
2.66K
New
$71.96 - $83.42 $191K - $222K
2.66K $219K
MDT
Medtronic PLC

Healthcare
2.5K
New
$80.68 - $88.86 $202K - $222K
2.5K $217K
RY
Royal Bank Of Canada

Financial Services
1.64K
New
$108.36 - $131.55 $178K - $216K
1.64K $216K
R
Ryder System Inc

Industrials
1.35K
New
$130.14 - $160.88 $176K - $218K
1.35K $215K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.73K
New
$62.73 - $78.42 $171K - $214K
2.73K $211K
TT
Trane Technologies PLC

Industrials
484
New
$315.21 - $437.41 $153K - $212K
484 $211K
ETSY
Etsy Inc

Consumer Cyclical
4.1K
New
$40.8 - $63.88 $167K - $262K
4.1K $205K
NTNX
Nutanix, Inc.

Technology
2.68K
New
$58.17 - $83.07 $156K - $223K
2.68K $204K
FTCS
First Trust Capital Strength E

ETFs
2.23K
New
$81.6 - $92.39 $182K - $206K
2.23K $202K
IXN
Ishares Global Information Tec

ETFs
2.17K
New
$65.81 - $92.34 $143K - $200K
2.17K $200K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
15.3K
New
$0.91 - $1.45 $13.9K - $22.2K
15.3K $18K
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
10.6K
New
$0.87 - $1.19 $9.22K - $12.6K
10.6K $11K
Liberty Media Corp Del
2.18K
New
N/A
2.18K $0
UXI
Proshares Ultra Industrials
4.8K
New
N/A
4.8K $0
Coreweave Inc
3.64K
New
N/A
3.64K $0
FSCO
Fs Cr Opportunities Corp Com
12.6K
New
N/A
12.6K $0
Tortoise Capital Series Trus
10.4K
New
N/A
10.4K $0
Blackrock ETF Trust
379K
New
N/A
379K $0
Tidal Trust I
48K
New
N/A
48K $0
Blackrock ETF Trust
174K
New
N/A
174K $0
Bitwise Bitcoin ETF Tr
6.8K
New
N/A
6.8K $0
Arm Holdings PLC
1.35K
New
N/A
1.35K $0
Tempus Ai Inc
5.71K
New
N/A
5.71K $0
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
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