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
$55.9B
$2.42 Million 0.1% of portfolio
14,183
Q1 2025 Added 9.75%
$20.2B
$2.42 Million 0.1% of portfolio
32,159
Q1 2025 New
$64.8B
$2.08 Million 0.09% of portfolio
18,738
Q1 2025 Added 18.59%
$15.6B
$2.01 Million 0.09% of portfolio
14,689
Q1 2025 New
$230B
$2.02 Million 0.09% of portfolio
15,200
Q1 2025 Reduced 7.89%
$97.2B
$2.08 Million 0.09% of portfolio
8,996
Q1 2025 Added 1.49%
$17.9B
$2.16 Million 0.09% of portfolio
10,907
Q1 2025 New
$162B
$2.15 Million 0.09% of portfolio
7,585
Q1 2025 Added 33.87%
$43.4B
$2.24 Million 0.09% of portfolio
21,449
Q1 2025 Added 546.64%
$18.6B
$2.21 Million 0.09% of portfolio
31,397
Q1 2025 New
$137B
$2.05 Million 0.09% of portfolio
8,785
Q1 2025 Added 1.46%
$35.3B
$2.09 Million 0.09% of portfolio
23,304
Q1 2025 New
$103B
$1.86 Million 0.08% of portfolio
2,771
Q1 2025 Added 0.54%
$65.8B
$1.77 Million 0.08% of portfolio
15,100
Q1 2025 Added 534.45%
$4.22B
$1.81 Million 0.08% of portfolio
15,211
Q1 2025 Reduced 0.63%
$79.3B
$1.85 Million 0.08% of portfolio
12,692
Q1 2025 Reduced 20.88%
$453B
$1.6 Million 0.07% of portfolio
2
Q1 2025 New
$75.6B
$1.63 Million 0.07% of portfolio
25,667
Q1 2025 Added 300.36%
$203B
$1.71 Million 0.07% of portfolio
2,151
Q1 2025 Added 538.28%
$1.2B
$1.62 Million 0.07% of portfolio
55,795
Q1 2025 New
$200B
$1.56 Million 0.07% of portfolio
15,764
Q1 2025 Added 11.64%
$996B
$1.7 Million 0.07% of portfolio
10,265
Q1 2025 Added 5.29%
$6.75B
$1.61 Million 0.07% of portfolio
22,310
Q1 2025 Added 6.18%
$18.8B
$1.54 Million 0.07% of portfolio
9,297
Q1 2025 Added 126.7%
$81.3B
$1.33 Million 0.06% of portfolio
13,800
Q1 2025 Added 295.76%
$102B
$1.47 Million 0.06% of portfolio
16,861
Q1 2025 Added 244.1%
$56.4B
$1.42 Million 0.06% of portfolio
5,814
Q1 2025 Added 0.12%
$2.03B
$1.37 Million 0.06% of portfolio
19,776
Q1 2025 Reduced 5.27%
$421B
$1.49 Million 0.06% of portfolio
10,676
Q1 2025 Reduced 35.96%
$5.52B
$1.37 Million 0.06% of portfolio
24,787
Q1 2025 Added 115.54%
$72.6B
$1.41 Million 0.06% of portfolio
2,750
Q1 2025 Added 2.27%
$40.8B
$1.4 Million 0.06% of portfolio
9,715
Q1 2025 New
$178B
$1.37 Million 0.06% of portfolio
9,108
Q1 2025 Reduced 77.71%
$51.3B
$1.42 Million 0.06% of portfolio
8,571
Q1 2025 Reduced 6.36%
$48.5B
$1.35 Million 0.06% of portfolio
2,154
Q4 2024 Added 1.13%
$16.9B
$1.39 Million 0.06% of portfolio
11,020
Q1 2025 Added 81.04%
$18.2B
$1.45 Million 0.06% of portfolio
46,613
Q1 2025 Added 1.46%
$19.8B
$1.1 Million 0.05% of portfolio
7,070
Q1 2025 Added 62.6%
$68.1B
$1.22 Million 0.05% of portfolio
35,683
Q1 2025 Added 1.62%
$46.9B
$1.08 Million 0.05% of portfolio
19,183
Q1 2025 Added 12.58%
$43.4B
$1.27 Million 0.05% of portfolio
12,143
Q1 2025 Added 23.66%
$15.1B
$1.1 Million 0.05% of portfolio
15,986
Q1 2025 Added 2.61%
$3.24B
$1.25 Million 0.05% of portfolio
25,120
Q1 2025 Added 0.48%
$24.4B
$1.12 Million 0.05% of portfolio
16,158
Q1 2025 Added 196.8%
$39.5B
$1.16 Million 0.05% of portfolio
17,086
Q1 2025 Reduced 53.58%
$71B
$1.09 Million 0.05% of portfolio
6,101
Q1 2025 Added 0.05%
$64B
$1.18 Million 0.05% of portfolio
8,054
Q1 2025 Added 212.9%
$68.6B
$1.19 Million 0.05% of portfolio
9,168
Q1 2025 Added 39.48%
$52.8B
$1.22 Million 0.05% of portfolio
29,249
Q1 2025 Added 290.3%

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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