Steel Peak Wealth Management LLC Options Holdings

Steel Peak Wealth Management LLC

  • $2.36 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
PUT
$12.5 Million
26.6K
Q1 2025
Added 786.67%
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$6.71 Million
12K
Q1 2025
Added 68.75%
META
Meta Platforms, Inc.

Communication Services
CALL
$6.46 Million
11.2K
Q1 2025
Added 558.82%
AAPL
Apple Inc.

Technology
PUT
$5.33 Million
24K
Q1 2025
Reduced 11.11%
GOOG
Alphabet Inc.

Communication Services
CALL
$4.72 Million
30.2K
Q1 2025
Added 30100.0%
NVDA
Nvidia Corp

Technology
CALL
$3.09 Million
28.5K
Q1 2025
Added 437.74%
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$3.02 Million
5.4K
Q1 2025
Added 68.75%
TSLA
Tesla, Inc.

Consumer Cyclical
CALL
$1.43 Million
5.5K
Q1 2025
Added 223.53%
IWM
Ishares Russell 2000 ETF

ETFs
PUT
$1.2 Million
6K
Q1 2025
Added 50.0%
IWM
Ishares Russell 2000 ETF

ETFs
CALL
$1.2 Million
6K
Q1 2025
Added 50.0%
QQQ
Invesco Qqq Trust, Series 1

ETFs
CALL
$1.03 Million
2.2K
Q1 2025
Added 786.67%
JPM
Jpmorgan Chase & CO

Financial Services
CALL
$367,000
1.5K
Q1 2025
New holding
MSFT
Microsoft Corp

Technology
PUT
$375,000
1K
Q1 2025
New holding
PLTR
Palantir Technologies Inc.

Technology
PUT
$523,000
6.2K
Q1 2025
New holding
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
CALL
$377,000
900
Q1 2025
Reduced 10.0%
GLD
Spdr Gold Trust

ETFs
CALL
$547,000
1.9K
Q1 2025
Reduced 64.15%
GLD
Spdr Gold Trust

ETFs
PUT
$547,000
1.9K
Q1 2025
Reduced 64.15%
ACN
Accenture PLC

Technology
PUT
$468,000
1.5K
Q1 2025
New holding
ACN
Accenture PLC

Technology
CALL
$468,000
1.5K
Q1 2025
New holding
JPM
Jpmorgan Chase & CO

Financial Services
PUT
$367,000
1.5K
Q1 2025
New holding
AVGO
Broadcom Inc.

Technology
CALL
$167,000
1K
Q1 2025
Reduced 9.09%
MCD
Mcdonalds Corp

Consumer Cyclical
CALL
$312,000
1K
Q1 2025
New holding
MCD
Mcdonalds Corp

Consumer Cyclical
PUT
$312,000
1K
Q1 2025
New holding
MSFT
Microsoft Corp

Technology
CALL
$262,000
700
Q1 2025
New holding
NUE
Nucor Corp

Basic Materials
CALL
$264,000
2.2K
Q4 2024
Added 83.33%
TGT
Target Corp

Consumer Defensive
CALL
$146,000
1.4K
Q1 2025
New holding
TGT
Target Corp

Consumer Defensive
PUT
$146,000
1.4K
Q1 2025
New holding
GD
General Dynamics Corp

Industrials
PUT
$136,000
500
Q1 2025
New holding
GD
General Dynamics Corp

Industrials
CALL
$136,000
500
Q1 2025
New holding
GOOGL
Alphabet Inc.

Communication Services
CALL
$185,000
1.2K
Q1 2025
Reduced 85.71%
BA
Boeing CO

Industrials
CALL
$119,000
700
Q1 2025
New holding
AMZN
Amazon Com Inc

Consumer Cyclical
CALL
$190,000
1K
Q1 2025
Reduced 50.0%
AMD
Advanced Micro Devices Inc

Technology
CALL
$133,000
1.3K
Q1 2025
Reduced 59.38%
ABBV
Abb Vie Inc.

Healthcare
PUT
$188,000
900
Q1 2025
New holding
ABBV
Abb Vie Inc.

Healthcare
CALL
$188,000
900
Q1 2025
New holding
ABT
Abbott Laboratories

Healthcare
PUT
$132,000
1K
Q1 2025
New holding
ABT
Abbott Laboratories

Healthcare
CALL
$132,000
1K
Q1 2025
New holding
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
CALL
$266,000
500
Q1 2025
New holding
AAPL
Apple Inc.

Technology
CALL
$199,000
900
Q1 2025
Reduced 11.11%
CMCSA
Comcast Corp

Communication Services
PUT
$151,000
4.1K
Q1 2025
Added 105.0%
PTCT
Ptc Therapeutics, Inc.

Healthcare
CALL
$35,000
700
Q1 2025
New holding
SOFI
So Fi Technologies, Inc.

Financial Services
CALL
$40,000
3.5K
Q1 2025
Added 133.33%
Reddit Inc
CALL
$0
500
Q1 2025
Reduced 50.0%
XLV
Select Sector Spdr Fund Health

ETFs
CALL
$58,000
400
Q1 2025
Reduced 60.0%
XLE
Energy Sector Spdr

ETFs
PUT
$93,000
1K
Q4 2024
New holding
HOOD
Robinhood Markets, Inc.

Technology
CALL
$45,000
1.1K
Q1 2025
Added 450.0%
RBLX
Roblox Corp

Communication Services
CALL
$52,000
900
Q1 2025
New holding
CRM
Salesforce, Inc.

Technology
CALL
$26,000
100
Q4 2024
New holding
XLE
Energy Sector Spdr

ETFs
CALL
$93,000
1K
Q4 2024
New holding

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
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