Steel Peak Wealth Management LLC Put Options Transactions in Q1 2025

Steel Peak Wealth Management LLC

  • $2.36 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
23.6K
+ 786.67%
$468.34 - $539.52 $11.1M - $12.7M
26.6K $12.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.2K
+ 68.75%
$551.42 - $612.93 $1.21M - $1.35M
5.4K $3.02M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2K
New
$442.66 - $534.52 $885K - $1.07M
2K $1.07M
PLTR
Palantir Technologies Inc.

Technology
6.2K
New
$64.98 - $124.62 $403K - $773K
6.2K $523K
ACN
Accenture PLC

Technology
1.5K
New
$300.91 - $398.25 $451K - $597K
1.5K $468K
MSFT
Microsoft Corp

Technology
1K
New
$375.39 - $447.2 $375K - $447K
1K $375K
JPM
Jpmorgan Chase & CO

Financial Services
1.5K
New
$225.19 - $279.95 $338K - $420K
1.5K $367K
IWM
Ishares Russell 2000 ETF

ETFs
2K
+ 50.0%
$198.1 - $229.79 $396K - $460K
6K $1.2M
MCD
Mcdonalds Corp

Consumer Cyclical
1K
New
$279.74 - $321.29 $280K - $321K
1K $312K
ABBV
Abb Vie Inc.

Healthcare
900
New
$169.2 - $216.66 $152K - $195K
900 $188K
GD
General Dynamics Corp

Industrials
500
New
$241.94 - $272.58 $121K - $136K
500 $136K
ABT
Abbott Laboratories

Healthcare
1K
New
$111.1 - $140.22 $111K - $140K
1K $132K
CL
Colgate Palmolive CO

Consumer Defensive
1K
New
$85.68 - $97.5 $85.7K - $97.5K
1K $93K
VZ
Verizon Communications Inc

Communication Services
2K
New
$37.81 - $46.49 $75.6K - $93K
2K $90K
PEP
Pepsico Inc

Consumer Defensive
600
New
$142.64 - $156.42 $85.6K - $93.9K
600 $89K
AIG
American International Group, Inc.

Financial Services
1K
New
$70.5 - $86.94 $70.5K - $86.9K
1K $86K
CAH
Cardinal Health Inc

Healthcare
600
New
$118.02 - $137.77 $70.8K - $82.7K
600 $82K
JNJ
Johnson & Johnson

Healthcare
500
New
$142.06 - $167.7 $71K - $83.9K
500 $82K
TMUS
T Mobile Us, Inc.

Communication Services
300
New
$211.3 - $272.83 $63.4K - $81.8K
300 $80K
CMCSA
Comcast Corp

Communication Services
2.1K
+ 105.0%
$33.19 - $38.23 $69.7K - $80.3K
4.1K $151K
PSX
Phillips 66

Energy
600
New
$113.93 - $131.55 $68.4K - $78.9K
600 $74K
HIG
Hartford Financial Services Group, Inc.

Financial Services
600
New
$106.31 - $123.73 $63.8K - $74.2K
600 $74K
MET
Metlife Inc

Financial Services
900
New
$77.7 - $87.0 $69.9K - $78.3K
900 $72K
NVO
Novo Nordisk A S

Healthcare
1K
New
$69.3 - $90.95 $69.3K - $91K
1K $69K
BA
Boeing CO

Industrials
400
New
$148.15 - $186.25 $59.3K - $74.5K
400 $68K
VLO
Valero Energy Corp

Energy
500
New
$121.76 - $142.99 $60.9K - $71.5K
500 $66K
STT
State Street Corp

Financial Services
700
New
$84.47 - $102.23 $59.1K - $71.6K
700 $62K
MAR
Marriott International Inc

Consumer Cyclical
200
New
$237.01 - $304.45 $47.4K - $60.9K
200 $47K
WMT
Walmart Inc.

Consumer Defensive
500
New
$84.5 - $105.05 $42.3K - $52.5K
500 $43K
BMY
Bristol Myers Squibb CO

Healthcare
500
New
$53.9 - $63.11 $27K - $31.6K
500 $30K
AMZN
Amazon Com Inc

Consumer Cyclical
-500
- 50.0%
$190.26 - $242.06 $95.1K - $121K
500 $95K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-6K
- 85.71%
$85.29 - $92.57 $512K - $555K
1K $91K
GLD
Spdr Gold Trust

ETFs
-3.4K
- 64.15%
$243.19 - $288.14 $827K - $980K
1.9K $547K
LMT
Lockheed Martin Corp

Industrials
-2.2K
- 95.65%
$423.19 - $506.29 $931K - $1.11M
100 $44K
AAPL
Apple Inc.

Technology
-3K
- 11.11%
$209.68 - $247.1 $629K - $741K
24K $5.33M
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
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