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
SCHX
Schwab Strategic Tr Us Large C

ETFs
-399
- 4.1%
$19.6 - $24.44 $7.82K - $9.75K
9.34K $228K
XLU
Utilities Sector Spdr

ETFs
-2.72K
- 3.22%
$73.09 - $82.77 $199K - $225K
81.7K $6.67M
GLW
Corning Inc

Technology
-569
- 8.69%
$39.07 - $52.59 $22.2K - $29.9K
5.98K $314K
XLI
Industrial Sector Spdr

ETFs
-363
- 8.49%
$116.42 - $147.52 $42.3K - $53.5K
3.91K $576K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-5.51K
- 4.88%
$7.19 - $8.75 $39.6K - $48.2K
107K $940K
NDAQ
Nasdaq, Inc.

Financial Services
-324
- 8.59%
$66.4 - $89.42 $21.5K - $29K
3.45K $308K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-125
- 2.04%
$152.93 - $181.74 $19.1K - $22.7K
5.99K $1.09M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-304
- 2.02%
$51.16 - $62.02 $15.6K - $18.9K
14.7K $913K
RACE
Ferrari N.V.

Consumer Cyclical
-3
- 0.51%
$397.86 - $499.02 $1.19K - $1.5K
588 $288K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-710
- 5.85%
$40.94 - $52.1 $29.1K - $37K
11.4K $595K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-300
- 0.97%
$27.3 - $31.8 $8.19K - $9.54K
30.6K $971K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-6.45K
- 7.21%
$25.48 - $31.98 $164K - $206K
83K $2.65M
ROKU
Roku, Inc

Communication Services
-495
- 8.28%
$55.1 - $87.89 $27.3K - $43.5K
5.48K $481K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-48
- 1.76%
$105.2 - $141.69 $5.05K - $6.8K
2.68K $380K
SPYG
Spdr Portfolio

ETFs
-165
- 3.12%
$71.83 - $95.32 $11.9K - $15.7K
5.12K $487K
PH
Parker Hannifin Corp

Industrials
-30
- 3.13%
$517.23 - $700.54 $15.5K - $21K
928 $648K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-830
- 7.02%
$60.22 - $80.1 $50K - $66.5K
11K $880K
XLF
Financial Sector Spdr

ETFs
-4.08K
- 3.44%
$43.92 - $52.37 $179K - $214K
114K $5.99M
OSIS
Osi Systems Inc

Technology
-63
- 1.82%
$174.22 - $239.05 $11K - $15.1K
3.4K $764K
IRTC
I Rhythm Technologies, Inc.

Healthcare
-1.69K
- 22.54%
$96.84 - $154.71 $163K - $261K
5.8K $892K
CRSP
Crispr Therapeutics Ag

Healthcare
-318
- 3.59%
$31.27 - $48.64 $9.94K - $15.5K
8.54K $415K
ZS
Zscaler, Inc.

Technology
-34
- 2.94%
$174.67 - $315.32 $5.94K - $10.7K
1.12K $352K
CGDV
Capital Group Divid Value ETF

ETFs
-1.03K
- 2.24%
$31.93 - $39.49 $32.8K - $40.6K
44.8K $1.77M
RDNT
Rad Net, Inc.

Healthcare
-20
- 0.08%
$47.36 - $61.14 $947 - $1.22K
25.1K $1.43M
RBLX
Roblox Corp

Communication Services
-1.79K
- 21.44%
$51.22 - $105.59 $91.7K - $189K
6.56K $689K
PINS
Pinterest, Inc.

Communication Services
-653
- 1.4%
$24.21 - $35.95 $15.8K - $23.5K
46K $1.65M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-6.69K
- 21.6%
$27.82 - $46.45 $186K - $311K
24.3K $1.13M
DLTR
Dollar Tree, Inc.

Consumer Defensive
-5.57K
- 16.44%
$67.22 - $100.51 $374K - $560K
28.3K $2.8M
FSLR
First Solar, Inc.

Technology
-1.02K
- 9.26%
$120.38 - $192.98 $123K - $197K
10K $1.66M
DIS
Walt Disney CO

Communication Services
-357
- 2.26%
$81.72 - $124.01 $29.2K - $44.3K
15.4K $1.91M
LDOS
Leidos Holdings, Inc.

Technology
-513
- 2.38%
$132.9 - $160.3 $68.2K - $82.2K
21K $3.32M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-512
- 6.02%
$179.95 - $278.88 $92.1K - $143K
8K $2.23M
IYW
Ishares Dj Us Tech ETF

ETFs
-9.86K
- 13.98%
$122.57 - $173.27 $1.21M - $1.71M
60.7K $10.5M
AMAT
Applied Materials Inc

Technology
-3.69K
- 10.06%
$126.95 - $183.52 $469K - $677K
33K $6.04M
AVAV
Aero Vironment Inc

Industrials
-5.94K
- 39.08%
$111.65 - $284.95 $664K - $1.69M
9.27K $2.64M
SHOP
Shopify Inc.

Technology
-598
- 1.29%
$76.89 - $115.35 $46K - $69K
45.7K $5.27M
GOOG
Alphabet Inc.

Communication Services
-4.21K
- 5.43%
$146.58 - $180.01 $618K - $758K
73.4K $13M
CRWD
Crowd Strike Holdings, Inc.

Technology
-3.63K
- 19.75%
$321.63 - $509.31 $1.17M - $1.85M
14.7K $7.51M
EFG
Msci Eafe Growth ETF

ETFs
-969
- 0.77%
$89.8 - $112.0 $87K - $109K
125K $14M
MRVL
Marvell Technology, Inc.

Technology
-7.35K
- 4.18%
$49.38 - $79.97 $363K - $588K
169K $13.1M
GS
Goldman Sachs Group Inc

Financial Services
-131
- 0.89%
$462.22 - $707.75 $60.6K - $92.7K
14.6K $10.4M
JPM
Jpmorgan Chase & CO

Financial Services
-1.97K
- 2.91%
$210.28 - $289.91 $414K - $571K
65.7K $19M
IVW
Ishares S&P 500 Growth ETF

ETFs
-26.8K
- 8.39%
$82.96 - $110.1 $2.23M - $2.95M
293K $32.2M
PLTR
Palantir Technologies Inc.

Technology
-118K
- 31.56%
$74.01 - $144.25 $8.76M - $17.1M
257K $35M
NFLX
Netflix Inc

Communication Services
-5.23K
- 16.33%
$855.86 - $1339.13 $4.48M - $7M
26.8K $35.9M
AVGO
Broadcom Inc.

Technology
-50.3K
- 27.22%
$146.29 - $275.65 $7.36M - $13.9M
135K $37.1M
MSFT
Microsoft Corp

Technology
-28.6K
- 16.93%
$354.56 - $497.45 $10.1M - $14.2M
140K $69.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-16.7K
- 4.14%
$167.32 - $223.3 $2.8M - $3.74M
388K $85.1M
NVDA
Nvidia Corp

Technology
-85.3K
- 11.38%
$94.31 - $157.99 $8.04M - $13.5M
664K $105M
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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