Steel Peak Wealth Management LLC has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.98 Billion distributed in 473 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $147M, Ishares Core S&P 500 ETF with a value of $81.5M, Amazon Com Inc with a value of $75.8M, Microsoft Corp with a value of $65.2M, and Advanced Micro Devices Inc with a value of $54.5M.
Examining the 13F form we can see an increase of $252M in the current position value, from $1.72B to 1.98B.
Below you can find more details about Steel Peak Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.98 Billion
Technology: $616 Million
ETFs: $610 Million
Communication Services: $168 Million
Consumer Cyclical: $163 Million
Healthcare: $124 Million
Financial Services: $118 Million
Industrials: $55.1 Million
Consumer Defensive: $47.7 Million
Other: $74.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more