Steel Peak Wealth Management LLC Reduced Holdings in Q4 2024

Steel Peak Wealth Management LLC

  • $2.41 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ABC
Amerisourcebergen Corp

Healthcare
-7.53K
- 87.61%
N/A
1.07K $197K
T
At&T Inc.

Communication Services
-79.7K
- 14.4%
$21.22 - $23.88 $1.69M - $1.9M
474K $10.8M
INTU
Intuit Inc

Technology
-2.45K
- 9.53%
$602.01 - $706.25 $1.48M - $1.73M
23.3K $14.6M
DLR
Digital Realty Trust, Inc.

Real Estate
-8.07K
- 76.38%
$156.46 - $195.69 $1.26M - $1.58M
2.5K $442K
MU
Micron Technology Inc

Technology
-9.67K
- 66.36%
$84.16 - $113.41 $813K - $1.1M
4.9K $412K
NOC
Northrop Grumman Corp

Industrials
-1.77K
- 39.67%
$466.52 - $543.88 $825K - $962K
2.69K $1.26M
ALB
Albemarle Corp

Basic Materials
-9.5K
- 31.14%
$86.08 - $111.3 $818K - $1.06M
21K $1.81M
PSA
Public Storage

Real Estate
-1.8K
- 22.44%
$289.33 - $360.21 $520K - $647K
6.21K $1.86M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-21.3K
- 35.43%
$45.38 - $46.88 $965K - $997K
38.8K $1.77M
MO
Altria Group, Inc.

Consumer Defensive
-23.4K
- 12.56%
$49.06 - $57.74 $1.15M - $1.35M
163K $8.5M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-6.98K
- 40.55%
$107.06 - $123.74 $747K - $863K
10.2K $1.12M
MET
Metlife Inc

Financial Services
-10.4K
- 37.67%
$78.15 - $88.25 $810K - $915K
17.2K $1.4M
PGR
Progressive Corp

Financial Services
-3.03K
- 34.82%
$239.6 - $268.88 $725K - $814K
5.67K $1.36M
SBUX
Starbucks Corp

Consumer Cyclical
-7.34K
- 28.16%
$87.44 - $102.5 $642K - $752K
18.7K $1.71M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-7.7K
- 69.08%
$72.97 - $96.75 $562K - $745K
3.45K $255K
ATO
Atmos Energy Corp

Utilities
-5.85K
- 35.44%
$136.41 - $151.43 $798K - $886K
10.7K $1.49M
COIN
Coinbase Global, Inc.

Technology
-5.34K
- 71.88%
$163.17 - $343.62 $871K - $1.83M
2.09K $518K
MCD
Mcdonalds Corp

Consumer Cyclical
-1.45K
- 5.61%
$288.47 - $316.54 $417K - $458K
24.3K $7.05M
PWZ
Invesco California Amt Free Mu

ETFs
-29.9K
- 25.65%
$24.49 - $25.25 $733K - $756K
86.8K $2.14M
EBAY
Ebay Inc

Consumer Cyclical
-10.1K
- 21.59%
$57.51 - $67.17 $583K - $681K
36.8K $2.28M
LLY
Eli Lilly & CO

Healthcare
-142
- 2.49%
$727.2 - $932.06 $103K - $132K
5.57K $4.3M
WDC
Western Digital Corp

Technology
-9.9K
- 59.07%
$59.62 - $73.43 $590K - $727K
6.86K $409K
PCAR
Paccar Inc

Industrials
-7.64K
- 37.57%
$97.92 - $118.41 $748K - $904K
12.7K $1.32M
TFC
Truist Financial Corp

Financial Services
-16.9K
- 17.71%
$41.51 - $48.1 $700K - $811K
78.3K $3.4M
BRKR
Bruker Corp

Healthcare
-9.07K
- 71.28%
$48.25 - $67.46 $437K - $612K
3.65K $214K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-2.53K
- 21.86%
$238.25 - $261.28 $603K - $662K
9.05K $2.19M
EH
E Hang Holdings LTD

Industrials
-45.6K
- 67.9%
$13.29 - $21.27 $606K - $969K
21.5K $339K
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
-50K
- 10.0%
$6.33 - $8.67 $317K - $434K
450K $3.01M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
-3.56K
- 12.7%
$64.28 - $76.45 $229K - $272K
24.5K $1.58M
NUE
Nucor Corp

Basic Materials
-3.69K
- 94.25%
$115.78 - $167.74 $427K - $618K
225 $26K
ITM
Vaneck Intermediate Muni ETF

ETFs
-10.8K
- 17.86%
$45.56 - $46.97 $490K - $506K
49.5K $2.28M
GRMN
Garmin LTD

Technology
-3.92K
- 33.25%
$161.91 - $220.77 $634K - $865K
7.87K $1.62M
VRT
Vertiv Holdings CO

Industrials
-5.23K
- 43.42%
N/A
6.81K $590K
RKT
Rocket Companies, Inc.

Financial Services
-18.6K
- 62.91%
$11.03 - $19.27 $205K - $358K
11K $123K
PH
Parker Hannifin Corp

Industrials
-708
- 42.32%
$621.74 - $709.46 $440K - $502K
965 $613K
CCI
Crown Castle International Corp

Real Estate
-1.02K
- 9.41%
$89.78 - $119.11 $91.6K - $121K
9.82K $891K
LDOS
Leidos Holdings, Inc.

Technology
-2.15K
- 53.67%
$143.17 - $201.39 $308K - $433K
1.86K $267K
EPI
Wisdomtree Tr India Earnings F

ETFs
-5.9K
- 30.18%
$45.09 - $50.08 $266K - $295K
13.6K $617K
IBB
Ishares Biotechnology ETF

ETFs
-1.19K
- 13.05%
$131.21 - $148.85 $156K - $177K
7.91K $1.05M
LOW
Lowes Companies Inc

Consumer Cyclical
-138
- 1.57%
$244.52 - $284.07 $33.7K - $39.2K
8.66K $2.14M
GE
General Electric CO

Industrials
-1.07K
- 35.25%
$159.95 - $194.23 $171K - $207K
1.96K $327K
CRSP
Crispr Therapeutics Ag

Healthcare
-4.16K
- 40.87%
$38.65 - $55.15 $161K - $230K
6.02K $236K
MCK
Mckesson Corp

Healthcare
-909
- 24.8%
$482.27 - $628.5 $438K - $571K
2.76K $1.57M
EWJ
Ishares Msci Japan ETF

ETFs
-2.3K
- 15.72%
$66.18 - $71.84 $152K - $165K
12.3K $827K
TFLO
Ishares Treasury Floating Rate

ETFs
-3.93K
- 3.92%
$50.37 - $50.63 $198K - $199K
96.3K $4.86M
VRCA
Verrica Pharmaceuticals Inc.

Healthcare
-26K
- 25.49%
N/A
76K $604K
NTLA
Intellia Therapeutics, Inc.

Healthcare
-3K
- 15.7%
$11.41 - $21.09 $34.2K - $63.3K
16.1K $187K
GLD
Spdr Gold Trust

ETFs
-700
- 8.37%
$236.59 - $257.5 $166K - $180K
7.66K $1.86M
NIO
Nio Inc.

Consumer Cyclical
-29
- 0.04%
$4.31 - $7.21 $125 - $209
74.6K $325K
Activity Summary
Buys All Purchases 271 New Holdings 96 Increased Positions 175 Sells All Sells 179 Reductions 179 Sold out 0 Options Calls 47 Puts 22
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