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
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