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
AVAV
Aero Vironment Inc

Industrials
-96
- 0.63%
$119.19 - $186.12 $11.4K - $17.9K
15.2K $1.81M
CDNS
Cadence Design Systems Inc

Technology
-1.24K
- 28.02%
$233.96 - $324.52 $289K - $401K
3.18K $808K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-7.37K
- 36.99%
$65.27 - $71.18 $481K - $525K
12.6K $832K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-58.3K
- 34.04%
$8.11 - $8.58 $473K - $500K
113K $919K
ACN
Accenture PLC

Technology
-1.19K
- 51.14%
$300.91 - $398.25 $357K - $473K
1.14K $354K
LMT
Lockheed Martin Corp

Industrials
-225
- 2.67%
$423.19 - $506.29 $95.2K - $114K
8.2K $3.66M
XLP
Consumer Staples Sector Spdr

ETFs
-5.49K
- 5.78%
N/A
89.6K $6.81M
EEM
Ishares Msci Emerging Markets

ETFs
-16.4K
- 9.63%
$40.81 - $45.34 $668K - $742K
154K $6.71M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-547
- 6.04%
$211.47 - $267.17 $116K - $146K
8.51K $1.8M
MPC
Marathon Petroleum Corp

Energy
-3.35K
- 20.88%
$134.72 - $159.03 $451K - $533K
12.7K $1.85M
AIN
Albany International Corp

Consumer Cyclical
-1.1K
- 5.27%
$69.04 - $82.96 $75.9K - $91.3K
19.8K $1.37M
IBB
Ishares Biotechnology ETF

ETFs
-1.81K
- 22.85%
$127.9 - $140.56 $231K - $254K
6.11K $780K
XLC
Select Sector Spdr Tr Communic

ETFs
-2.47K
- 3.26%
$94.84 - $105.31 $234K - $260K
73.4K $7.08M
HYLS
First Tr Tactical High Yield L

ETFs
-5.4K
- 34.18%
$40.95 - $41.77 $221K - $226K
10.4K $426K
SOFI
So Fi Technologies, Inc.

Financial Services
-7.38K
- 22.33%
$11.18 - $18.03 $82.5K - $133K
25.7K $298K
VEA
Vanguard Ftse Developed Market

ETFs
-4.79K
- 30.43%
$47.4 - $52.99 $227K - $254K
10.9K $556K
XLY
Select Sector Spdr Consumer Di

ETFs
-315
- 9.21%
$192.6 - $233.2 $60.7K - $73.5K
3.1K $612K
SPG
Simon Property Group Inc

Real Estate
-582
- 6.36%
$159.48 - $187.78 $92.8K - $109K
8.57K $1.42M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.73K
- 38.53%
$81.83 - $82.73 $141K - $143K
2.76K $228K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-3.4K
- 16.48%
$48.43 - $49.9 $165K - $170K
17.2K $859K
VBK
Vanguard Small Cap Growth ETF

ETFs
-299
- 15.59%
$247.97 - $296.33 $74.1K - $88.6K
1.62K $407K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-7.06K
- 11.67%
$17.53 - $17.87 $124K - $126K
53.4K $940K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
-3.56K
- 4.84%
$5.29 - $10.87 $18.8K - $38.7K
70K $370K
CMF
Ishares California Muni Bond E

ETFs
-1.12K
- 1.99%
$55.93 - $57.47 $62.9K - $64.6K
55.5K $3.12M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.3K
- 30.33%
$91.45 - $91.75 $119K - $119K
2.98K $273K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.32K
- 36.25%
$50.39 - $50.66 $117K - $117K
4.08K $206K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-2.05K
- 1.74%
$22.83 - $23.75 $46.8K - $48.6K
116K $2.66M
VB
Vanguard Small Cap ETF

ETFs
-390
- 26.84%
$217.89 - $252.64 $85K - $98.5K
1.06K $235K
VIG
Vanguard Dividend Appreciation

ETFs
-556
- 4.85%
N/A
10.9K $1.99M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-489
- 7.41%
$169.43 - $182.84 $82.9K - $89.4K
6.11K $1.06M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.56K
- 20.14%
$60.46 - $64.42 $94.4K - $101K
6.19K $382K
SPYG
Spdr Portfolio

ETFs
-542
- 9.3%
$80.05 - $92.39 $43.4K - $50.1K
5.28K $424K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-753
- 21.64%
$233.07 - $290.7 $176K - $219K
2.73K $736K
KKR
Kkr & Co. Inc.

Financial Services
-20
- 0.84%
$108.17 - $167.07 $2.16K - $3.34K
2.35K $271K
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
-50
- 0.32%
$7.93 - $13.21 $397 - $661
15.8K $124K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1.84K
- 3.25%
$47.33 - $47.92 $86.9K - $87.9K
54.7K $2.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-227
- 1.49%
$57.21 - $65.8 $13K - $14.9K
15K $877K
IEFA
Ishares Tr

ETFs
-1.46K
- 20.69%
$69.57 - $78.65 $102K - $115K
5.6K $423K
VMC
Vulcan Materials CO

Basic Materials
-80
- 3.76%
$220.9 - $277.54 $17.7K - $22.2K
2.05K $477K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-6.5K
- 17.35%
$24.39 - $35.22 $158K - $229K
30.9K $918K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-741
- 1.24%
$49.25 - $50.66 $36.5K - $37.5K
59.1K $2.93M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-366
- 2.93%
$45.72 - $51.73 $16.7K - $18.9K
12.1K $558K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5
- 0.08%
$102.49 - $119.96 $512 - $600
5.97K $624K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-350
- 8.64%
$67.24 - $84.27 $23.5K - $29.5K
3.7K $252K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-1.48K
- 8.93%
$42.93 - $44.71 $63.6K - $66.3K
15.1K $663K
ROST
Ross Stores, Inc.

Consumer Cyclical
-16
- 0.75%
$123.3 - $154.95 $1.97K - $2.48K
2.11K $269K
TROW
Price T Rowe Group Inc

Financial Services
-47
- 2.09%
$91.57 - $116.93 $4.3K - $5.5K
2.2K $202K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-398
- 3.07%
$24.91 - $29.02 $9.91K - $11.5K
12.5K $314K
RDVY
First Trust Rising Dividend Ac

ETFs
-380
- 1.0%
$57.22 - $63.39 $21.7K - $24.1K
37.6K $2.2M
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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