Steel Peak Wealth Management LLC Reduced Holdings in Q1 2025

Steel Peak Wealth Management LLC

  • $2.36 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-221K
- 85.63%
$271.18 - $303.12 $59.8M - $66.9M
37K $10.2M
IGM
Ishares Expanded Tech Sector E

ETFs
-374K
- 98.52%
$90.67 - $108.46 $33.9M - $40.5M
5.62K $509K
AAPL
Apple Inc.

Technology
-52.6K
- 6.04%
$209.68 - $247.1 $11M - $13M
818K $182M
IVV
Ishares Core S&P 500 ETF

ETFs
-22.2K
- 15.94%
$554.06 - $615.85 $12.3M - $13.7M
117K $65.7M
MRVL
Marvell Technology, Inc.

Technology
-5.67K
- 3.12%
$61.57 - $126.06 $349K - $715K
176K $10.8M
VT
Vanguard Total World Stk Index

ETFs
-75.7K
- 96.8%
$115.08 - $123.97 $8.71M - $9.39M
2.5K $289K
ISRG
Intuitive Surgical Inc

Healthcare
-14.3K
- 32.05%
$476.63 - $610.45 $6.82M - $8.74M
30.3K $15M
META
Meta Platforms, Inc.

Communication Services
-11.1K
- 11.58%
$576.36 - $736.67 $6.42M - $8.21M
85.1K $49M
EFG
Msci Eafe Growth ETF

ETFs
-82.6K
- 39.64%
$96.1 - $106.37 $7.94M - $8.78M
126K $12.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-75.9K
- 94.98%
$95.85 - $99.25 $7.27M - $7.53M
4.01K $396K
AMGN
Amgen Inc

Healthcare
-31.6K
- 50.77%
$258.59 - $327.36 $8.17M - $10.3M
30.6K $9.54M
XLV
Select Sector Spdr Fund Health

ETFs
-45.7K
- 75.34%
$137.61 - $149.68 $6.29M - $6.84M
15K $2.19M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-68.9K
- 94.66%
$85.29 - $92.57 $5.87M - $6.37M
3.89K $353K
MO
Altria Group, Inc.

Consumer Defensive
-113K
- 69.76%
$50.81 - $60.02 $5.76M - $6.81M
49.2K $2.95M
AMAT
Applied Materials Inc

Technology
-28.4K
- 43.59%
$145.06 - $195.51 $4.11M - $5.54M
36.7K $5.33M
PEP
Pepsico Inc

Consumer Defensive
-31.8K
- 77.71%
$142.64 - $156.42 $4.53M - $4.97M
9.11K $1.37M
GOOG
Alphabet Inc.

Communication Services
-10.2K
- 11.62%
$156.06 - $207.71 $1.59M - $2.12M
77.6K $12.1M
BK
Bank Of New York Mellon Corp

Financial Services
-56.9K
- 94.27%
$75.42 - $88.95 $4.29M - $5.06M
3.46K $289K
TXN
Texas Instruments Inc

Technology
-22K
- 29.45%
N/A
52.6K $10.2M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-29.4K
- 77.9%
$110.9 - $132.93 $3.26M - $3.91M
8.34K $948K
DOW
Dow Inc.

Basic Materials
-86.7K
- 86.62%
$34.36 - $41.92 $2.98M - $3.63M
13.4K $467K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-187K
- 75.44%
$18.36 - $20.51 $3.43M - $3.83M
60.8K $1.2M
ADP
Automatic Data Processing Inc

Industrials
-12.9K
- 25.88%
$286.85 - $318.64 $3.7M - $4.11M
36.9K $11.3M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-69.9K
- 93.51%
$42.18 - $45.16 $2.95M - $3.16M
4.85K $214K
WMT
Walmart Inc.

Consumer Defensive
-29.1K
- 58.56%
$84.5 - $105.05 $2.46M - $3.06M
20.6K $1.81M
KR
Kroger CO

Consumer Defensive
-42.8K
- 90.7%
$58.36 - $67.72 $2.5M - $2.9M
4.39K $297K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-41.4K
- 66.96%
$47.25 - $67.02 $1.96M - $2.78M
20.4K $972K
SO
Southern CO

Utilities
-31.6K
- 81.43%
$80.96 - $92.96 $2.56M - $2.93M
7.2K $661K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-27.8K
- 86.94%
$65.15 - $91.81 $1.81M - $2.56M
4.18K $272K
VICI
Vici Properties Inc.

Real Estate
-82.7K
- 75.83%
$28.21 - $32.68 $2.33M - $2.7M
26.4K $859K
VTV
Vanguard Value ETF

ETFs
-11.1K
- 52.83%
$167.73 - $179.21 $1.85M - $1.98M
9.87K $1.7M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.71K
- 2.37%
$140.44 - $166.79 $240K - $285K
70.6K $9.91M
ADBE
Adobe Inc.

Technology
-135
- 0.62%
$377.84 - $464.11 $51K - $62.7K
21.8K $8.36M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-28.7K
- 38.27%
$47.08 - $50.67 $1.35M - $1.45M
46.2K $2.32M
ORCL
Oracle Corp

Technology
-6K
- 35.96%
$139.81 - $186.47 $838K - $1.12M
10.7K $1.49M
BX
Blackstone Inc.

Financial Services
-46
- 0.13%
$136.53 - $186.74 $6.28K - $8.59K
35K $4.89M
MBB
Ishares Tr

ETFs
-16K
- 9.02%
$90.37 - $94.08 $1.45M - $1.51M
161K $15.1M
EBAY
Ebay Inc

Consumer Cyclical
-19.7K
- 53.58%
$61.61 - $70.93 $1.22M - $1.4M
17.1K $1.16M
COP
Conocophillips

Energy
-11K
- 72.46%
$88.6 - $105.85 $973K - $1.16M
4.17K $438K
GLD
Spdr Gold Trust

ETFs
-4.36K
- 56.89%
$243.19 - $288.14 $1.06M - $1.26M
3.3K $952K
XLU
Utilities Sector Spdr

ETFs
-15.1K
- 15.19%
$74.7 - $80.27 $1.13M - $1.21M
84.4K $6.65M
ETN
Eaton Corp PLC

Industrials
-1.88K
- 34.11%
$271.83 - $371.23 $510K - $697K
3.63K $985K
CAT
Caterpillar Inc

Industrials
-909
- 6.1%
$326.75 - $407.63 $297K - $371K
14K $4.62M
IBM
International Business Machines Corp

Technology
-8.62K
- 17.84%
$217.4 - $264.74 $1.87M - $2.28M
39.7K $9.87M
DE
Deere & CO

Industrials
-2.67K
- 23.93%
$408.57 - $509.27 $1.09M - $1.36M
8.49K $3.98M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-11.9K
- 6.25%
$54.25 - $57.64 $644K - $684K
178K $9.82M
PVAL
Putnam ETF Tr Putnam Focused L
-17.7K
- 43.32%
$36.8 - $39.59 $651K - $700K
23.1K $880K
SHW
Sherwin Williams CO

Basic Materials
-1.89K
- 61.18%
$330.16 - $365.55 $624K - $691K
1.2K $418K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-6.03K
- 63.63%
$94.86 - $97.12 $572K - $585K
3.45K $328K
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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