Steel Peak Wealth Management LLC Sells in Q4 2024

Steel Peak Wealth Management LLC

  • $2.41 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SMIN
Ishares Msci India Small Cap I

ETFs
-525
- 4.08%
$75.68 - $86.0 $39.7K - $45.2K
12.4K $944K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.57K
- 14.39%
$61.68 - $67.87 $158K - $174K
15.3K $950K
FDX
Fedex Corp

Industrials
-705
- 10.83%
$260.5 - $305.15 $184K - $215K
5.81K $1.63M
STLD
Steel Dynamics Inc

Basic Materials
-1.4K
- 34.84%
N/A
2.61K $255K
ICLR
Icon PLC

Healthcare
-72
- 4.8%
$187.22 - $297.57 $13.5K - $21.4K
1.43K $299K
PD
Pager Duty, Inc.

Technology
-6.64K
- 26.53%
$17.62 - $21.65 $117K - $144K
18.4K $335K
DKNG
Draft Kings Inc.

Consumer Cyclical
-2.4K
- 17.35%
$35.32 - $44.84 $84.8K - $108K
11.4K $425K
PM
Philip Morris International Inc.

Consumer Defensive
-281
- 0.39%
$118.38 - $133.06 $33.3K - $37.4K
71.8K $8.64M
UNP
Union Pacific Corp

Industrials
-285
- 11.98%
$223.15 - $249.32 $63.6K - $71.1K
2.09K $477K
WM
Waste Management Inc

Industrials
-264
- 2.89%
$201.79 - $228.46 $53.3K - $60.3K
8.86K $1.79M
ALL
Allstate Corp

Financial Services
-562
- 28.21%
$181.25 - $208.2 $102K - $117K
1.43K $275K
TTD
Trade Desk, Inc.

Technology
-1.06K
- 36.58%
$108.7 - $139.51 $115K - $148K
1.84K $215K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
-14.8K
- 16.71%
$5.7 - $8.27 $84.1K - $122K
73.5K $496K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-449
- 0.74%
$49.79 - $51.14 $22.4K - $23K
59.9K $3M
TWST
Twist Bioscience Corp

Healthcare
-1.97K
- 21.39%
$36.89 - $52.7 $72.7K - $104K
7.24K $336K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-973
- 5.54%
$43.44 - $45.05 $42.3K - $43.8K
16.6K $720K
CMF
Ishares California Muni Bond E

ETFs
-352
- 0.62%
$56.66 - $58.1 $19.9K - $20.5K
56.6K $3.24M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-391
- 1.7%
$69.58 - $74.87 $27.2K - $29.3K
22.6K $1.58M
IYW
Ishares Dj Us Tech ETF

ETFs
-4.19K
- 5.48%
$148.14 - $166.23 $621K - $697K
72.3K $11.5M
STWD
Starwood Property Trust, Inc.

Real Estate
-1.9K
- 9.63%
$18.95 - $20.37 $36K - $38.7K
17.8K $337K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-850
- 3.96%
$48.33 - $49.08 $41.1K - $41.7K
20.6K $998K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-413
- 6.46%
$113.92 - $127.38 $47K - $52.6K
5.98K $688K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-298
- 0.52%
$47.26 - $48.18 $14.1K - $14.4K
56.5K $2.68M
ABR
Arbor Realty Trust Inc

Real Estate
-1K
- 4.57%
$13.66 - $15.64 $13.7K - $15.6K
20.9K $289K
CGDV
Capital Group Divid Value ETF

ETFs
-126
- 0.33%
$35.16 - $37.12 $4.43K - $4.68K
38.2K $1.35M
HOOD
Robinhood Markets, Inc.

Technology
-6.49K
- 46.4%
$22.33 - $43.2 $145K - $280K
7.49K $279K
SNAP
Snap Inc

Communication Services
-4.57K
- 26.79%
$9.98 - $12.86 $45.6K - $58.8K
12.5K $134K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-820
- 3.83%
$50.62 - $50.97 $41.5K - $41.8K
20.6K $1.05M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-1.8K
- 16.36%
$30.04 - $32.01 $54.1K - $57.6K
9.2K $289K
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
-1.6K
- 9.2%
$12.46 - $16.39 $19.9K - $26.2K
15.8K $200K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-197
- 5.17%
$70.1 - $76.53 $13.8K - $15.1K
3.61K $255K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
-25
- 0.24%
$18.42 - $22.58 $461 - $565
10.3K $194K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-481
- 0.79%
$17.65 - $18.18 $8.49K - $8.74K
60.5K $1.07M
GLW
Corning Inc

Technology
-1K
- 13.37%
$44.11 - $49.76 $44.1K - $49.8K
6.48K $307K
SUB
Ishares Short Term National Mu

ETFs
-103
- 0.38%
$104.94 - $106.2 $10.8K - $10.9K
26.9K $2.84M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-916
- 6.83%
$24.55 - $25.16 $22.5K - $23K
12.5K $307K
VDE
Vanguard Energy ETF

ETFs
-211
- 7.01%
$116.67 - $136.78 $24.6K - $28.9K
2.8K $339K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-441
- 11.19%
$59.74 - $60.03 $26.3K - $26.5K
3.5K $209K
SHEL
Shell PLC

Energy
-15
- 0.25%
$60.63 - $70.23 $909 - $1.05K
5.88K $368K
NWE
Northwestern Corp

Utilities
-26
- 0.57%
$50.44 - $57.24 $1.31K - $1.49K
4.5K $240K
AVA
Avista Corp

Utilities
-93
- 1.43%
$35.46 - $39.23 $3.3K - $3.65K
6.43K $235K
ETSY
Etsy Inc

Consumer Cyclical
-42
- 1.01%
$47.48 - $61.61 $1.99K - $2.59K
4.1K $216K
NWN
Northwest Natural Holding CO

Utilities
-111
- 1.82%
$38.42 - $43.85 $4.26K - $4.87K
5.97K $236K
RBLX
Roblox Corp

Communication Services
-1.67K
- 24.37%
$39.86 - $61.45 $66.4K - $102K
5.17K $298K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-700
- 2.23%
$29.73 - $30.81 $20.8K - $21.6K
30.7K $933K
Blackrock ETF Trust Ii
-606
- 0.29%
N/A
206K $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
-1.23K
- 17.37%
N/A
5.85K $0
FIBK
First Interstate Bancsystem Inc

Financial Services
-227
- 2.9%
$29.32 - $35.47 $6.66K - $8.05K
7.59K $246K
UVV
Universal Corp

Consumer Defensive
-7
- 0.15%
$49.67 - $57.99 $348 - $406
4.64K $254K
Activity Summary
Buys All Purchases 271 New Holdings 96 Increased Positions 175 Sells All Sells 179 Reductions 179 Sold out 0 Options Calls 47 Puts 22
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