Steel Peak Wealth Management LLC Portfolio Holdings
Steel Peak Wealth Management LLC
- $2.25 Billion
- Q3 2024
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 Market Cap. of $2 Billions to $10 Billions
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