Steel Peak Wealth Management LLC Reduced Holdings in Q2 2025

Steel Peak Wealth Management LLC

  • $2.49 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
-69.7K
- 95.26%
$470.37 - $663.28 $32.8M - $46.2M
3.47K $2.3M
IVV
Ishares Core S&P 500 ETF

ETFs
-59.2K
- 50.59%
$498.8 - $620.9 $29.5M - $36.7M
57.8K $35.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-397K
- 55.28%
$45.11 - $52.34 $17.9M - $20.8M
321K $16.8M
AAPL
Apple Inc.

Technology
-23.8K
- 2.91%
$172.42 - $223.89 $4.1M - $5.32M
794K $163M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2.09K
- 85.07%
$4164.15 - $5789.24 $8.69M - $12.1M
366 $2.12M
HON
Honeywell International Inc

Industrials
-40.2K
- 44.41%
$182.86 - $232.88 $7.36M - $9.37M
50.4K $11.7M
USB
Us Bancorp \De\

Financial Services
-177K
- 89.61%
$36.4 - $45.76 $6.46M - $8.12M
20.6K $931K
CSCO
Cisco Systems, Inc.

Technology
-177K
- 26.81%
$53.19 - $69.38 $9.41M - $12.3M
483K $33.5M
VTI
Vanguard Total Stock Market Et

ETFs
-26.7K
- 72.17%
$243.75 - $303.93 $6.51M - $8.12M
10.3K $3.13M
BMY
Bristol Myers Squibb CO

Healthcare
-82.3K
- 47.4%
$44.12 - $59.6 $3.63M - $4.91M
91.4K $4.23M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-136K
- 10.18%
$45.12 - $46.23 $6.14M - $6.29M
1.2M $55.5M
SCHW
Schwab Charles Corp

Financial Services
-73.1K
- 96.35%
$69.06 - $91.24 $5.05M - $6.67M
2.77K $252K
XLC
Select Sector Spdr Tr Communic

ETFs
-55.7K
- 75.92%
$86.13 - $108.53 $4.8M - $6.05M
17.7K $1.92M
KMI
Kinder Morgan, Inc.

Energy
-184K
- 51.05%
$25.21 - $29.4 $4.63M - $5.4M
176K $5.18M
GOOGL
Alphabet Inc.

Communication Services
-72.3K
- 19.31%
$144.7 - $178.6 $10.5M - $12.9M
302K $53.3M
PM
Philip Morris International Inc.

Consumer Defensive
-33.2K
- 50.52%
$149.23 - $184.95 $4.96M - $6.14M
32.5K $5.92M
CRM
Salesforce, Inc.

Technology
-15.2K
- 70.27%
$236.26 - $291.15 $3.6M - $4.43M
6.44K $1.76M
INTU
Intuit Inc

Technology
-11.7K
- 39.37%
$544.07 - $787.63 $6.34M - $9.18M
17.9K $14.1M
UPS
United Parcel Service Inc

Industrials
-32.9K
- 72.16%
$91.92 - $110.2 $3.03M - $3.63M
12.7K $1.28M
MS
Morgan Stanley

Financial Services
-36.5K
- 59.64%
$99.83 - $140.86 $3.64M - $5.13M
24.7K $3.47M
GILD
Gilead Sciences, Inc.

Healthcare
-29.7K
- 23.03%
$96.91 - $113.0 $2.88M - $3.36M
99.4K $11M
BA
Boeing CO

Industrials
-21.8K
- 55.39%
$136.59 - $217.51 $2.97M - $4.73M
17.5K $3.67M
TSLA
Tesla, Inc.

Consumer Cyclical
-40.5K
- 23.97%
$221.86 - $362.89 $8.99M - $14.7M
129K $40.9M
XLK
Technology Sector Spdr

ETFs
-21.8K
- 38.47%
$179.73 - $253.23 $3.92M - $5.53M
34.9K $8.84M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-19.5K
- 91.73%
$109.83 - $131.67 $2.14M - $2.57M
1.76K $223K
MMM
3 M CO

Industrials
-17.8K
- 29.98%
$126.09 - $154.15 $2.25M - $2.75M
41.6K $6.34M
CAH
Cardinal Health Inc

Healthcare
-16.9K
- 94.01%
$125.0 - $168.0 $2.11M - $2.84M
1.08K $181K
DE
Deere & CO

Industrials
-5.13K
- 60.44%
$412.99 - $531.48 $2.12M - $2.73M
3.36K $1.71M
LMT
Lockheed Martin Corp

Industrials
-4.49K
- 54.74%
$430.82 - $486.45 $1.93M - $2.18M
3.71K $1.72M
IAU
Ishares Gold Trust

ETFs
-35.7K
- 31.71%
$56.1 - $64.74 $2M - $2.31M
76.9K $4.8M
MAR
Marriott International Inc

Consumer Cyclical
-8.35K
- 62.94%
$211.12 - $274.14 $1.76M - $2.29M
4.92K $1.34M
TGT
Target Corp

Consumer Defensive
-14.5K
- 67.49%
$88.76 - $105.77 $1.28M - $1.53M
6.97K $687K
PG
Procter & Gamble CO

Consumer Defensive
-3.94K
- 5.14%
$157.66 - $172.39 $621K - $679K
72.6K $11.6M
V
Visa Inc.

Financial Services
-4.39K
- 17.91%
$308.27 - $373.31 $1.35M - $1.64M
20.1K $7.14M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-25.7K
- 55.48%
$44.37 - $50.04 $1.14M - $1.28M
20.6K $978K
SBUX
Starbucks Corp

Consumer Cyclical
-11.8K
- 40.86%
$79.69 - $99.41 $938K - $1.17M
17K $1.56M
ADP
Automatic Data Processing Inc

Industrials
-4.24K
- 11.49%
$276.76 - $326.81 $1.17M - $1.39M
32.7K $10.1M
AMEH
Apollo Medical Holdings, Inc.

Healthcare
-30K
- 5.28%
N/A
538K $19.8M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.79K
- 6.64%
$285.55 - $321.23 $511K - $575K
25.2K $7.35M
T
At&T Inc.

Communication Services
-46.3K
- 11.15%
$26.33 - $28.94 $1.22M - $1.34M
369K $10.7M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-13.2K
- 42.12%
$78.98 - $90.1 $1.04M - $1.19M
18.1K $1.63M
MU
Micron Technology Inc

Technology
-12.9K
- 76.75%
$64.72 - $127.91 $838K - $1.66M
3.92K $483K
SPG
Simon Property Group Inc

Real Estate
-5.79K
- 67.52%
$140.37 - $171.44 $812K - $992K
2.78K $447K
EVRG
Evergy, Inc.

Utilities
-12.9K
- 80.43%
$64.06 - $69.64 $824K - $895K
3.13K $215K
PTC
Ptc Inc.

Technology
-5.72K
- 80.95%
$136.74 - $173.24 $783K - $991K
1.35K $232K
HYDB
Ishares Tr Edge High Yield Def

ETFs
-18.3K
- 49.81%
$44.64 - $47.48 $815K - $867K
18.4K $873K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-6.15K
- 59.91%
$141.37 - $228.57 $869K - $1.41M
4.12K $932K
ETN
Eaton Corp PLC

Industrials
-2.99K
- 82.57%
$246.52 - $356.99 $738K - $1.07M
632 $225K
MET
Metlife Inc

Financial Services
-8.9K
- 21.01%
$68.42 - $82.49 $609K - $734K
33.5K $2.69M
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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