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
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
-39.2K
- 5.62%
$12.41 - $14.27 $487K - $560K
658K $9.33M
XLV
Select Sector Spdr Fund Health

ETFs
-2.62K
- 17.53%
$128.77 - $144.3 $338K - $379K
12.3K $1.66M
VTV
Vanguard Value ETF

ETFs
-3.14K
- 31.83%
$153.67 - $176.74 $483K - $555K
6.73K $1.19M
UAL
United Airlines Holdings, Inc.

Industrials
-7.98K
- 49.41%
$56.15 - $84.23 $448K - $672K
8.17K $650K
TCOM
Trip.Com Group LTD

Consumer Cyclical
-6.13K
- 40.71%
$52.21 - $67.1 $320K - $411K
8.93K $523K
TER
Teradyne, Inc

Technology
-5.44K
- 56.27%
$67.96 - $91.05 $370K - $495K
4.23K $380K
XLE
Energy Sector Spdr

ETFs
-2.83K
- 15.99%
$76.44 - $94.13 $217K - $267K
14.9K $1.26M
INTC
Intel Corp

Technology
-10.8K
- 2.54%
$18.13 - $22.69 $195K - $244K
413K $9.26M
VUG
Vanguard Growth ETF

ETFs
-1.61K
- 31.88%
$329.49 - $438.4 $531K - $707K
3.45K $1.51M
MA
Mastercard Inc

Financial Services
-733
- 14.51%
$479.92 - $590.74 $352K - $433K
4.32K $2.43M
DUK
Duke Energy Corp

Utilities
-1.32K
- 3.28%
$112.46 - $124.05 $148K - $164K
39K $4.6M
SQ
Block, Inc.

Technology
-5.1K
- 53.82%
N/A
4.37K $250K
TPG
Tpg Inc.

Financial Services
-7K
- 38.89%
$39.68 - $53.09 $278K - $372K
11K $576K
MPWR
Monolithic Power Systems Inc

Technology
-710
- 44.26%
$455.19 - $737.73 $323K - $524K
894 $653K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.2K
- 11.59%
$100.04 - $100.54 $220K - $221K
16.8K $1.69M
CAT
Caterpillar Inc

Industrials
-2.65K
- 18.92%
$273.94 - $388.21 $726K - $1.03M
11.4K $4.41M
NIO
Nio Inc.

Consumer Cyclical
-48.9K
- 65.43%
$3.14 - $4.31 $153K - $211K
25.8K $88K
MUB
Ishares National Muni Bond ETF

ETFs
-1.58K
- 5.15%
$102.31 - $105.8 $162K - $167K
29.2K $3.05M
PANW
Palo Alto Networks Inc

Technology
-3.29K
- 23.22%
$152.44 - $204.64 $502K - $674K
10.9K $2.23M
IGM
Ishares Expanded Tech Sector E

ETFs
-2.74K
- 48.74%
$79.8 - $112.34 $218K - $308K
2.88K $323K
PVAL
Putnam ETF Tr Putnam Focused L
-5.62K
- 24.29%
$33.6 - $40.23 $189K - $226K
17.5K $704K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.63K
- 11.47%
$105.23 - $109.61 $171K - $179K
12.6K $1.38M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-3.17K
- 45.06%
$51.68 - $52.76 $164K - $167K
3.87K $204K
SPGI
S&P Global Inc.

Financial Services
-398
- 16.02%
$438.31 - $527.29 $174K - $210K
2.09K $1.1M
LOW
Lowes Companies Inc

Consumer Cyclical
-256
- 2.91%
$210.83 - $235.28 $54K - $60.2K
8.53K $1.89M
CCI
Crown Castle International Corp

Real Estate
-1.29K
- 10.58%
$94.83 - $107.06 $122K - $138K
10.9K $1.12M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.55K
- 31.71%
$79.79 - $91.42 $124K - $142K
3.34K $297K
XLY
Select Sector Spdr Consumer Di

ETFs
-924
- 29.77%
$176.34 - $218.59 $163K - $202K
2.18K $473K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-8.59K
- 32.25%
$16.37 - $18.59 $141K - $160K
18K $332K
ACN
Accenture PLC

Technology
-385
- 33.92%
$279.23 - $323.21 $108K - $124K
750 $224K
SUB
Ishares Short Term National Mu

ETFs
-1.37K
- 4.92%
$104.77 - $106.34 $144K - $146K
26.5K $2.82M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-8.32K
- 40.7%
$40.51 - $71.03 $337K - $591K
12.1K $851K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-4.29K
- 22.78%
$25.27 - $27.14 $108K - $116K
14.5K $392K
TSCO
Tractor Supply CO

Consumer Cyclical
-708
- 2.86%
$47.86 - $55.77 $33.9K - $39.5K
24.1K $1.27M
HYLS
First Tr Tactical High Yield L

ETFs
-2.2K
- 21.15%
$39.8 - $41.84 $87.6K - $92K
8.2K $342K
SHW
Sherwin Williams CO

Basic Materials
-222
- 18.52%
$313.51 - $363.51 $69.6K - $80.7K
977 $335K
IEFA
Ishares Tr

ETFs
-1.51K
- 27.01%
$67.83 - $84.09 $103K - $127K
4.09K $341K
AMCR
Amcor PLC

Consumer Cyclical
-3.54K
- 3.89%
$8.57 - $9.81 $30.3K - $34.7K
87.3K $802K
COIN
Coinbase Global, Inc.

Technology
-2.9K
- 55.07%
$151.47 - $375.07 $439K - $1.09M
2.37K $829K
PULS
Pgim ETF Tr

ETFs
-1.56K
- 8.38%
$49.39 - $49.76 $77.1K - $77.7K
17.1K $849K
RDVY
First Trust Rising Dividend Ac

ETFs
-3.71K
- 9.85%
$51.6 - $62.74 $191K - $233K
33.9K $2.13M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-805
- 46.26%
$177.93 - $313.14 $143K - $252K
935 $292K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-219
- 0.94%
$68.13 - $74.77 $14.9K - $16.4K
23K $1.67M
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
-5.75K
- 36.51%
$6.16 - $7.97 $35.4K - $45.8K
10K $65K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-3.7K
- 6.92%
$16.93 - $17.81 $62.6K - $65.8K
49.7K $885K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.03K
- 21.94%
$47.46 - $55.3 $48.9K - $57K
3.67K $202K
NVO
Novo Nordisk A S

Healthcare
-704
- 8.58%
$58.08 - $81.05 $40.9K - $57.1K
7.51K $517K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-689
- 1.62%
$51.14 - $57.0 $35.2K - $39.3K
41.8K $2.38M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-5.01K
- 27.11%
$10.8 - $16.92 $54.1K - $84.7K
13.5K $184K
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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