Steel Peak Wealth Management LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.25 Billion distributed in 512 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $196M, Nvidia Corp with a value of $91.5M, Ishares Core S&P 500 ETF with a value of $76.3M, Amazon Com Inc with a value of $67.8M, and Microsoft Corp with a value of $63.9M.

Examining the 13F form we can see an increase of $122M in the current position value, from $2.12B to 2.25B.

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

Portfolio value $2.25 Billion
ETFs: $704 Million
Technology: $671 Million
Communication Services: $205 Million
Consumer Cyclical: $177 Million
Healthcare: $136 Million
Financial Services: $108 Million
Consumer Defensive: $71.1 Million
Industrials: $68.1 Million
Other: $104 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 512
  • Current Value $2.25 Billion
  • Prior Value $2.12 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 66 stocks
  • Additional Purchases 209 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 148 stocks
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