Steel Peak Wealth Management LLC Portfolio Holdings
Steel Peak Wealth Management LLC
- $2.12 Billion
- Q2 2024
Steel Peak Wealth Management LLC has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.12 Billion distributed in 538 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $167M, Nvidia Corp with a value of $97.3M, Ishares Core S&P 500 ETF with a value of $76.1M, Amazon Com Inc with a value of $70.3M, and Microsoft Corp with a value of $69.2M.
Examining the 13F form we can see an increase of $148M in the current position value, from $1.98B to 2.12B.
Below you can find more details about Steel Peak Wealth Management LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 538
- Current Value $2.12 Billion
- Prior Value $1.98 Billion
- Filing
- Period Q2 2024
- Filing Date July 16, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 84 stocks
- Additional Purchases 180 stocks
- Sold out of 0 stocks
- Reduced holdings in 163 stocks