Steel Peak Wealth Management LLC Portfolio Holdings

Steel Peak Wealth Management LLC

  • $2.36 Billion
  • Q1 2025

Steel Peak Wealth Management LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.36 Billion distributed in 575 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $182M, Nvidia Corp with a value of $81.2M, Amazon Com Inc with a value of $77M, Ishares Core S&P 500 ETF with a value of $65.7M, and Microsoft Corp with a value of $63.4M.

Examining the 13F form we can see an decrease of $51.7M in the current position value, from $2.41B to 2.36B.

Below you can find more details about Steel Peak Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.36 Billion
ETFs: $796 Million
Technology: $629 Million
Communication Services: $234 Million
Consumer Cyclical: $183 Million
Financial Services: $136 Million
Healthcare: $136 Million
Industrials: $86.1 Million
Energy: $60.7 Million
Other: $100 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$64.6B
$6.53 Million 0.28% of portfolio
50,935
Q1 2025 New
$121B
$6.7 Million 0.28% of portfolio
39,290
Q1 2025 Added 16.89%
$63.5B
$6.47 Million 0.27% of portfolio
24,463
Q1 2025 Added 82.91%
$97.9B
$6.48 Million 0.27% of portfolio
18,374
Q1 2025 Added 25.71%
$159B
$5.94 Million 0.25% of portfolio
75,839
Q1 2025 Reduced 2.11%
$273B
$5.81 Million 0.25% of portfolio
21,662
Q1 2025 Added 27.6%
$131B
$5.6 Million 0.24% of portfolio
221,061
Q1 2025 Added 1,101.29%
$136B
$5.33 Million 0.23% of portfolio
36,704
Q1 2025 Reduced 43.59%
$89.7B
$4.91 Million 0.21% of portfolio
40,286
Q1 2025 Added 41.54%
$96.5B
$4.89 Million 0.21% of portfolio
34,986
Q1 2025 Reduced 0.13%
$69.6B
$5.02 Million 0.21% of portfolio
45,627
Q1 2025 Added 896.22%
$181B
$4.62 Million 0.2% of portfolio
14,004
Q1 2025 Reduced 6.1%
$429B
$4.61 Million 0.2% of portfolio
38,721
Q1 2025 Added 26.63%
$121B
$4.42 Million 0.19% of portfolio
46,303
Q1 2025 Added 10.79%
$49.6B
$4.58 Million 0.19% of portfolio
34,653
Q1 2025 Added 295.9%
$142B
$4.13 Million 0.18% of portfolio
58,226
Q1 2025 New
$678B
$4.35 Million 0.18% of portfolio
5,261
Q1 2025 Reduced 5.56%
$291B
$4.23 Million 0.18% of portfolio
6,390
Q1 2025 Added 45.52%
$174B
$4.18 Million 0.18% of portfolio
57,338
Q1 2025 Added 9.61%
$154B
$3.98 Million 0.17% of portfolio
8,489
Q1 2025 Reduced 23.93%
$54.4B
$4.12 Million 0.17% of portfolio
33,357
Q1 2025 New
$652M
$3.88 Million 0.16% of portfolio
450,000
Q4 2024 Reduced 10.0%
$69.4B
$3.74 Million 0.16% of portfolio
21,297
Q1 2025 Added 34.72%
$123B
$3.66 Million 0.16% of portfolio
8,201
Q1 2025 Reduced 2.67%
$52.1B
$3.7 Million 0.16% of portfolio
89,898
Q1 2025 Added 14.76%
$54.7B
$3.39 Million 0.14% of portfolio
19,838
Q1 2025 New
$61.6B
$3.4 Million 0.14% of portfolio
42,378
Q1 2025 Added 147.07%
$276B
$3.13 Million 0.13% of portfolio
5,969
Q1 2025 Added 109.88%
$62.1B
$3.06 Million 0.13% of portfolio
35,191
Q1 2025 Added 120.81%
$83.6B
$3.16 Million 0.13% of portfolio
13,265
Q1 2025 Added 53.83%
$20.8B
$2.91 Million 0.12% of portfolio
21,562
Q1 2025 Added 1,061.12%
$31.3B
$2.88 Million 0.12% of portfolio
23,152
Q1 2025 New
$107B
$2.95 Million 0.12% of portfolio
49,157
Q1 2025 Reduced 69.76%
$96.8B
$2.83 Million 0.12% of portfolio
28,822
Q1 2025 Added 53.9%
$538B
$2.77 Million 0.12% of portfolio
5,051
Q1 2025 Reduced 2.36%
$25B
$2.61 Million 0.11% of portfolio
12,577
Q1 2025 New
$41B
$2.63 Million 0.11% of portfolio
21,267
Q1 2025 Added 107.93%
$347B
$2.49 Million 0.11% of portfolio
59,691
Q1 2025 Added 6.23%
$32.7B
$2.69 Million 0.11% of portfolio
31,062
Q1 2025 Added 356.19%
$25.6B
$2.56 Million 0.11% of portfolio
35,698
Q1 2025 New
$19.7B
$2.54 Million 0.11% of portfolio
33,863
Q1 2025 New
$16.3B
$2.28 Million 0.1% of portfolio
43,792
Q1 2025 Added 176.39%
$21.3B
$2.36 Million 0.1% of portfolio
26,919
Q1 2025 New
$27.7B
$2.35 Million 0.1% of portfolio
10,941
Q1 2025 New
$28.6B
$2.35 Million 0.1% of portfolio
13,061
Q1 2025 Added 0.31%
$63.1B
$2.29 Million 0.1% of portfolio
3,615
Q1 2025 Added 28.06%
$40B
$2.48 Million 0.1% of portfolio
17,992
Q1 2025 New
$22B
$2.33 Million 0.1% of portfolio
15,081
Q1 2025 Added 41.43%
$20.4B
$2.37 Million 0.1% of portfolio
44,407
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 575
  • Current Value $2.36 Billion
  • Prior Value $2.41 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 86 stocks
  • Additional Purchases 230 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 146 stocks
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