Steel Peak Wealth Management LLC Portfolio Holdings
Steel Peak Wealth Management LLC
- $2.41 Billion
- Q4 2024
Steel Peak Wealth Management LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.41 Billion distributed in 566 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $218M, Nvidia Corp with a value of $98.6M, Ishares Core S&P 500 ETF with a value of $81.9M, Amazon Com Inc with a value of $80.7M, and Vanguard Total Stock Market Et with a value of $74.7M.
Examining the 13F form we can see an increase of $168M in the current position value, from $2.25B to 2.41B.
Below you can find more details about Steel Peak Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.41 Billion
ETFs: $919 Million
Technology: $655 Million
Communication Services: $220 Million
Consumer Cyclical: $187 Million
Healthcare: $119 Million
Financial Services: $107 Million
Industrials: $74.7 Million
Consumer Defensive: $60.6 Million
Other: $70.1 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 566
- Current Value $2.41 Billion
- Prior Value $2.25 Billion
- Filing
- Period Q4 2024
- Filing Date January 22, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 96 stocks
- Additional Purchases 175 stocks
- Sold out of 0 stocks
- Reduced holdings in 179 stocks