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
AVA
Avista Corp

Utilities
-499
- 7.87%
$36.94 - $42.43 $18.4K - $21.2K
5.85K $221K
VICI
Vici Properties Inc.

Real Estate
-1.31K
- 4.97%
$29.41 - $32.97 $38.5K - $43.2K
25.1K $816K
TWST
Twist Bioscience Corp

Healthcare
-646
- 8.82%
$28.16 - $40.27 $18.2K - $26K
6.68K $245K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.06K
- 25.25%
$57.41 - $74.81 $60.6K - $79K
3.13K $232K
NWE
Northwestern Corp

Utilities
-207
- 4.72%
$50.8 - $59.51 $10.5K - $12.3K
4.17K $214K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-299
- 7.69%
$83.97 - $92.85 $25.1K - $27.8K
3.59K $316K
SR
Spire Inc

Utilities
-224
- 6.86%
$71.03 - $79.07 $15.9K - $17.7K
3.04K $221K
PSN
Parsons Corp

Industrials
-2.56K
- 21.37%
$58.88 - $71.77 $151K - $184K
9.41K $675K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-3.51K
- 14.51%
$10.59 - $11.48 $37.2K - $40.3K
20.7K $237K
BNL
Broadstone Net Lease, Inc.

Real Estate
-74
- 0.24%
$14.72 - $17.13 $1.09K - $1.27K
31.1K $498K
ROST
Ross Stores, Inc.

Consumer Cyclical
-218
- 10.34%
$126.62 - $154.26 $27.6K - $33.6K
1.89K $241K
VBR
Vanguard Small Cap Value ETF

ETFs
-261
- 9.56%
$162.76 - $195.77 $42.5K - $51.1K
2.47K $481K
MGV
Vanguard Mega Cap Value

ETFs
-240
- 11.41%
$114.87 - $131.25 $27.6K - $31.5K
1.86K $244K
VBK
Vanguard Small Cap Growth ETF

ETFs
-240
- 14.82%
$219.76 - $276.94 $52.7K - $66.5K
1.38K $381K
NWN
Northwest Natural Holding CO

Utilities
-188
- 3.23%
$39.62 - $44.11 $7.45K - $8.29K
5.63K $223K
IBB
Ishares Biotechnology ETF

ETFs
-129
- 2.11%
$112.02 - $129.0 $14.5K - $16.6K
5.98K $756K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-446
- 5.57%
$50.1 - $51.02 $22.3K - $22.8K
7.56K $385K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-948
- 7.47%
$24.48 - $24.9 $23.2K - $23.6K
11.7K $292K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-744
- 0.41%
$22.54 - $23.17 $16.8K - $17.2K
180K $4.15M
DHR
Danaher Corp

Healthcare
-12
- 0.57%
$174.64 - $205.16 $2.1K - $2.46K
2.08K $410K
ZM
Zoom Video Communications, Inc.

Technology
-354
- 9.99%
$66.7 - $84.62 $23.6K - $30K
3.19K $248K
CI
Cigna Corp

Healthcare
-37
- 4.71%
$301.89 - $340.04 $11.2K - $12.6K
749 $247K
UGI
Ugi Corp

Utilities
-876
- 11.96%
$30.18 - $36.59 $26.4K - $32.1K
6.45K $234K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-147
- 4.27%
$91.23 - $97.27 $13.4K - $14.3K
3.3K $320K
LCID
Lucid Group, Inc.

Consumer Cyclical
-1.37K
- 10.79%
$2.1 - $2.96 $2.87K - $4.05K
11.3K $23K
NTRA
Natera, Inc.

Healthcare
-296
- 18.82%
$132.23 - $171.87 $39.1K - $50.9K
1.28K $215K
PLUG
Plug Power Inc

Industrials
-5.08K
- 33.24%
$0.7 - $1.49 $3.56K - $7.57K
10.2K $15K
GLD
Spdr Gold Trust

ETFs
-190
- 5.75%
$273.71 - $316.29 $52K - $60.1K
3.11K $949K
AXP
American Express CO

Financial Services
-578
- 15.88%
$231.39 - $318.98 $134K - $184K
3.06K $976K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-2.31K
- 5.2%
$11.53 - $13.87 $26.7K - $32.1K
42.1K $584K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-203
- 4.0%
$54.27 - $63.01 $11K - $12.8K
4.87K $304K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.8K
- 14.34%
$22.27 - $29.21 $40.1K - $52.5K
10.7K $313K
SNAP
Snap Inc

Communication Services
-54
- 0.43%
$7.23 - $9.21 $390 - $497
12.4K $108K
Vanguard Calif Tax Free Fds
-5.15K
- 18.8%
N/A
22.2K $0
Super Micro Computer Inc
-992
- 7.93%
N/A
11.5K $0
ORCL
Oracle Corp

Technology
-3.85K
- 36.07%
$122.82 - $218.63 $473K - $842K
6.83K $1.49M
Pimco ETF Tr
-153
- 1.24%
N/A
12.2K $0
BAC
Bank Of America Corp

Financial Services
-7.06K
- 11.83%
$34.39 - $47.46 $243K - $335K
52.6K $2.49M
RGI
Invesco S&P 500 Equal Weight I

ETFs
-750
- 13.16%
N/A
4.95K $0
Blackrock Inc
-316
- 34.73%
N/A
594 $0
Lam Research Corp
-17K
- 40.44%
N/A
25.1K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-12.1K
- 26.79%
N/A
33.1K $0
Ea Series Trust
-5.78K
- 43.76%
N/A
7.43K $0
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-288
- 15.43%
$113.67 - $150.4 $32.7K - $43.3K
1.58K $237K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
-1.11K
- 7.65%
$28.17 - $33.34 $31.3K - $37.1K
13.4K $444K
MASI
Masimo Corp

Healthcare
-3
- 0.07%
$144.4 - $171.97 $433 - $516
4.07K $684K
SYK
Stryker Corp

Healthcare
-25
- 2.94%
$337.37 - $395.63 $8.43K - $9.89K
824 $325K
SLV
I Shares Silver Trust

ETFs
-75
- 1.15%
$27.08 - $33.74 $2.03K - $2.53K
6.43K $211K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-115
- 3.16%
$73.0 - $85.5 $8.4K - $9.83K
3.52K $296K
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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