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
STWD
Starwood Property Trust, Inc.

Real Estate
-3K
- 16.82%
$18.41 - $20.53 $55.2K - $61.6K
14.8K $293K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-950
- 10.33%
$29.68 - $32.59 $28.2K - $31K
8.25K $246K
BEN
Franklin Resources Inc

Financial Services
-1.44K
- 9.78%
$18.92 - $22.24 $27.2K - $32K
13.3K $255K
FIBK
First Interstate Bancsystem Inc

Financial Services
-367
- 4.83%
$27.77 - $33.5 $10.2K - $12.3K
7.23K $207K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-88
- 4.5%
$126.86 - $146.45 $11.2K - $12.9K
1.87K $237K
PH
Parker Hannifin Corp

Industrials
-7
- 0.73%
$591.65 - $707.05 $4.14K - $4.95K
958 $582K
APPF
Appfolio Inc

Technology
-6
- 0.6%
$206.66 - $260.64 $1.24K - $1.56K
1K $219K
ITW
Illinois Tool Works Inc

Industrials
-68
- 6.38%
$244.9 - $274.48 $16.7K - $18.7K
998 $247K
IWD
Ishares Russell 1000 Val ETF

ETFs
-144
- 8.6%
$182.82 - $196.21 $26.3K - $28.3K
1.53K $288K
XLI
Industrial Sector Spdr

ETFs
-134
- 3.04%
$128.78 - $141.67 $17.3K - $19K
4.27K $560K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-142
- 2.93%
$53.6 - $58.97 $7.61K - $8.37K
4.7K $257K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-390
- 7.14%
$58.32 - $65.09 $22.7K - $25.4K
5.07K $305K
AOA
Ishares Tr Core Aggressive All

ETFs
-28
- 0.07%
$75.7 - $80.01 $2.12K - $2.24K
40.8K $3.12M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-729
- 4.9%
$23.18 - $24.68 $16.9K - $18K
14.1K $343K
OSIS
Osi Systems Inc

Technology
-577
- 14.29%
$153.35 - $219.6 $88.5K - $127K
3.46K $672K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-87
- 1.32%
$42.38 - $43.28 $3.69K - $3.77K
6.5K $276K
Ea Series Trust
-738
- 5.29%
N/A
13.2K $0
Linde PLC
-10.6K
- 38.12%
N/A
17.1K $0
MASI
Masimo Corp

Healthcare
-35
- 0.85%
$163.55 - $190.63 $5.72K - $6.67K
4.07K $678K
Proshares Tr
-13K
- 36.16%
N/A
23K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
-1.75K
- 23.49%
N/A
5.7K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-2.2K
- 4.64%
N/A
45.3K $0
Ge Vernova Inc
-8
- 0.48%
N/A
1.66K $0
LQD
Ishares Iboxx $ Investment Gra

ETFs
-245
- 1.7%
$105.1 - $109.61 $25.7K - $26.9K
14.2K $1.54M
UVV
Universal Corp

Consumer Defensive
-56
- 1.21%
$49.67 - $56.43 $2.78K - $3.16K
4.59K $256K
IBRX
Immunity Bio, Inc.

Healthcare
-1K
- 8.93%
$2.32 - $3.9 $2.32K - $3.9K
10.2K $30K
ZTS
Zoetis Inc.

Healthcare
-5
- 0.22%
$156.48 - $175.67 $782 - $878
2.25K $370K
EWJ
Ishares Msci Japan ETF

ETFs
-101
- 0.82%
$65.24 - $71.7 $6.59K - $7.24K
12.2K $838K
NWN
Northwest Natural Holding CO

Utilities
-156
- 2.61%
$38.31 - $42.72 $5.98K - $6.66K
5.82K $248K
NWE
Northwestern Corp

Utilities
-118
- 2.62%
$51.11 - $57.87 $6.03K - $6.83K
4.38K $253K
ALL
Allstate Corp

Financial Services
-22
- 1.54%
$180.99 - $210.18 $3.98K - $4.62K
1.41K $291K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
-558
- 3.7%
$27.4 - $30.58 $15.3K - $17.1K
14.5K $440K
AVA
Avista Corp

Utilities
-86
- 1.34%
$35.2 - $41.87 $3.03K - $3.6K
6.34K $265K
LLY
Eli Lilly & CO

Healthcare
-310
- 5.56%
$725.72 - $929.72 $225K - $288K
5.26K $4.35M
MA
Mastercard Inc

Financial Services
-122
- 2.36%
$504.67 - $576.31 $61.6K - $70.3K
5.05K $2.77M
COST
Costco Wholesale Corp

Consumer Defensive
-203
- 2.46%
$890.62 - $1076.86 $181K - $219K
8.03K $7.6M
SHEL
Shell PLC

Energy
-97
- 1.65%
$62.84 - $73.29 $6.1K - $7.11K
5.79K $423K
AJG
Arthur J. Gallagher & Co.

Financial Services
-5
- 0.34%
$275.89 - $345.24 $1.38K - $1.73K
1.47K $508K
ABT
Abbott Laboratories

Healthcare
-1.3K
- 7.89%
$111.1 - $140.22 $145K - $183K
15.2K $2.02M
SCHW
Schwab Charles Corp

Financial Services
-1.63K
- 2.11%
$71.24 - $83.64 $116K - $137K
75.8K $5.94M
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
-1.6K
- 0.23%
$13.65 - $14.45 $21.8K - $23K
697K $9.94M
BMY
Bristol Myers Squibb CO

Healthcare
-6.43K
- 3.57%
$53.9 - $63.11 $346K - $405K
174K $10.6M
EFV
Msci Eafe Value ETF

ETFs
-30.5K
- 8.29%
$51.88 - $60.73 $1.58M - $1.85M
338K $19.9M
T
At&T Inc.

Communication Services
-58.6K
- 12.37%
$21.56 - $28.28 $1.26M - $1.66M
415K $11.7M
PM
Philip Morris International Inc.

Consumer Defensive
-6.01K
- 8.38%
$117.15 - $158.79 $704K - $954K
65.7K $10.4M
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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