Steel Peak Wealth Management LLC Reduced Holdings in Q3 2024

Steel Peak Wealth Management LLC

  • $2.25 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
-81.7K
- 82.17%
$238.42 - $276.53 $19.5M - $22.6M
17.7K $4.85M
CMCSA
Comcast Corp

Communication Services
-491K
- 83.1%
$37.33 - $41.78 $18.3M - $20.5M
99.9K $4.17M
MU
Micron Technology Inc

Technology
-101K
- 87.41%
$86.27 - $136.82 $8.73M - $13.8M
14.6K $1.51M
IGM
Ishares Expanded Tech Sector E

ETFs
-133K
- 93.32%
$84.03 - $98.62 $11.1M - $13.1M
9.49K $910K
INTC
Intel Corp

Technology
-315K
- 57.06%
$18.9 - $34.87 $5.95M - $11M
237K $5.56M
IBM
International Business Machines Corp

Technology
-59.6K
- 65.91%
$175.1 - $223.38 $10.4M - $13.3M
30.8K $6.81M
PEP
Pepsico Inc

Consumer Defensive
-53.4K
- 84.85%
$161.9 - $179.3 $8.65M - $9.58M
9.54K $1.62M
LRCX
Lam Research Corp

Technology
-7.17K
- 63.6%
$731.56 - $1127.3 $5.24M - $8.08M
4.1K $3.35M
NFLX
Netflix Inc

Communication Services
-12.7K
- 37.14%
$598.55 - $722.26 $7.63M - $9.21M
21.6K $15.3M
C
Citigroup Inc

Financial Services
-118K
- 96.06%
$56.11 - $67.61 $6.6M - $7.95M
4.83K $302K
NVDA
Nvidia Corp

Technology
-34.1K
- 4.33%
$98.91 - $134.91 $3.38M - $4.6M
754K $91.5M
XLP
Consumer Staples Sector Spdr

ETFs
-72.5K
- 94.24%
$76.04 - $76.04 $5.51M - $5.51M
4.43K $336K
MSFT
Microsoft Corp

Technology
-6.4K
- 4.13%
$395.15 - $467.56 $2.53M - $2.99M
149K $63.9M
XLU
Utilities Sector Spdr

ETFs
-75.7K
- 90.04%
$67.67 - $80.78 $5.12M - $6.11M
8.37K $675K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-10.3K
- 67.19%
$475.2 - $527.7 $4.88M - $5.42M
5.01K $2.64M
AXP
American Express CO

Financial Services
-20.7K
- 87.61%
$225.92 - $271.17 $4.69M - $5.63M
2.93K $795K
CVX
Chevron Corp

Energy
-23.4K
- 22.72%
$137.88 - $161.97 $3.23M - $3.79M
79.6K $11.7M
TRV
Travelers Companies, Inc.

Financial Services
-21.9K
- 82.18%
$201.87 - $242.35 $4.41M - $5.3M
4.74K $1.11M
META
Meta Platforms, Inc.

Communication Services
-19.3K
- 19.48%
$453.41 - $572.44 $8.74M - $11M
79.7K $45.6M
F
Ford Motor CO

Consumer Cyclical
-255K
- 40.93%
$9.71 - $14.55 $2.47M - $3.71M
368K $3.88M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-9.12K
- 11.96%
$434.77 - $502.96 $3.96M - $4.59M
67.1K $32.8M
COP
Conocophillips

Energy
-29.9K
- 86.14%
$102.3 - $116.61 $3.06M - $3.49M
4.82K $507K
USB
Us Bancorp \De\

Financial Services
-88.7K
- 85.83%
$39.04 - $47.23 $3.46M - $4.19M
14.6K $669K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-263K
- 90.5%
$8.26 - $12.16 $2.17M - $3.2M
27.6K $247K
ABBV
Abb Vie Inc.

Healthcare
-18.5K
- 52.25%
$163.84 - $199.33 $3.04M - $3.69M
16.9K $3.34M
IEMG
Ishares Inc

ETFs
-51K
- 30.68%
$53.64 - $53.64 $2.74M - $2.74M
115K $6.19M
AMZN
Amazon Com Inc

Consumer Cyclical
-157
- 0.04%
$161.02 - $200.0 $25.3K - $31.4K
364K $67.8M
VT
Vanguard Total World Stk Index

ETFs
-22.5K
- 89.48%
$107.72 - $119.96 $2.42M - $2.7M
2.65K $316K
DOW
Dow Inc.

Basic Materials
-48.8K
- 30.98%
$50.15 - $55.41 $2.45M - $2.7M
109K $5.94M
IWM
Ishares Russell 2000 ETF

ETFs
-15.2K
- 20.73%
$200.87 - $224.6 $3.05M - $3.41M
58.1K $12.8M
VLO
Valero Energy Corp

Energy
-6.09K
- 11.78%
$132.81 - $163.48 $809K - $996K
45.6K $6.16M
VMC
Vulcan Materials CO

Basic Materials
-7.44K
- 77.76%
$231.83 - $274.51 $1.73M - $2.04M
2.13K $532K
DIS
Walt Disney CO

Communication Services
-18K
- 56.36%
$85.6 - $98.61 $1.54M - $1.78M
14K $1.34M
UNH
Unitedhealth Group Inc

Healthcare
-3.36K
- 56.13%
$488.01 - $604.18 $1.64M - $2.03M
2.62K $1.53M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-17.9K
- 50.95%
$98.71 - $117.61 $1.76M - $2.1M
17.2K $2.02M
IYW
Ishares Dj Us Tech ETF

ETFs
-10.3K
- 11.88%
$133.16 - $158.73 $1.37M - $1.64M
76.5K $11.6M
PHM
Pultegroup Inc

Consumer Cyclical
-13.4K
- 74.71%
$103.95 - $144.98 $1.39M - $1.94M
4.54K $651K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-17.1K
- 22.66%
$89.91 - $101.33 $1.54M - $1.73M
58.3K $5.72M
PRU
Prudential Financial Inc

Financial Services
-6.95K
- 68.36%
$105.53 - $127.32 $733K - $885K
3.22K $389K
CCL
Carnival Corp

Consumer Cyclical
-39.8K
- 38.23%
$14.01 - $19.18 $558K - $764K
64.3K $1.19M
DLR
Digital Realty Trust, Inc.

Real Estate
-5.61K
- 34.67%
$144.47 - $162.98 $810K - $914K
10.6K $1.71M
ICLR
Icon PLC

Healthcare
-2K
- 57.14%
$280.48 - $346.2 $561K - $692K
1.5K $431K
PANW
Palo Alto Networks Inc

Technology
-1.92K
- 23.59%
$294.18 - $368.01 $564K - $705K
6.21K $2.12M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-3.99K
- 76.83%
$138.85 - $182.81 $554K - $729K
1.2K $213K
SNAP
Snap Inc

Communication Services
-30.6K
- 64.22%
$8.29 - $16.84 $254K - $516K
17.1K $182K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-8.84K
- 24.7%
$77.02 - $85.06 $681K - $752K
27K $2.28M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-1.12K
- 52.6%
$320.55 - $412.94 $360K - $463K
1.01K $393K
DE
Deere & CO

Industrials
-1.71K
- 21.98%
$344.84 - $418.0 $588K - $713K
6.06K $2.53M
CRSP
Crispr Therapeutics Ag

Healthcare
-5.48K
- 34.97%
$44.62 - $62.75 $244K - $344K
10.2K $478K
Activity Summary
Buys All Purchases 275 New Holdings 66 Increased Positions 209 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 26 Puts 16
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