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
AMZN
Amazon Com Inc

Consumer Cyclical
PUT
$95,000
500
Q1 2025
Reduced 50.0%
WMT
Walmart Inc.

Consumer Defensive
CALL
$43,000
500
Q1 2025
New holding
VZ
Verizon Communications Inc

Communication Services
PUT
$90,000
2K
Q1 2025
New holding
VZ
Verizon Communications Inc

Communication Services
CALL
$90,000
2K
Q1 2025
New holding
VLO
Valero Energy Corp

Energy
PUT
$66,000
500
Q1 2025
New holding
UBER
Uber Technologies, Inc

Technology
CALL
$7,000
100
Q1 2025
New holding
TMUS
T Mobile Us, Inc.

Communication Services
PUT
$80,000
300
Q1 2025
New holding
TMUS
T Mobile Us, Inc.

Communication Services
CALL
$53,000
200
Q1 2025
New holding
Super Micro Computer Inc
CALL
$0
900
Q1 2025
Reduced 30.77%
STT
State Street Corp

Financial Services
PUT
$62,000
700
Q1 2025
New holding
PSX
Phillips 66

Energy
PUT
$74,000
600
Q1 2025
New holding
PEP
Pepsico Inc

Consumer Defensive
PUT
$89,000
600
Q1 2025
New holding
AIG
American International Group, Inc.

Financial Services
PUT
$86,000
1K
Q1 2025
New holding
CAH
Cardinal Health Inc

Healthcare
PUT
$82,000
600
Q1 2025
New holding
JNJ
Johnson & Johnson

Healthcare
PUT
$82,000
500
Q1 2025
New holding
CL
Colgate Palmolive CO

Consumer Defensive
CALL
$93,000
1K
Q1 2025
New holding
CL
Colgate Palmolive CO

Consumer Defensive
PUT
$93,000
1K
Q1 2025
New holding
EEM
Ishares Msci Emerging Markets

ETFs
CALL
$43,000
1K
Q1 2025
New holding
TLT
Ishares Barclays 20+ Year Trea

ETFs
PUT
$91,000
1K
Q1 2025
Reduced 85.71%
TLT
Ishares Barclays 20+ Year Trea

ETFs
CALL
$91,000
1K
Q1 2025
Reduced 85.71%
Ishares Bitcoin Trust ETF
CALL
$0
400
Q4 2024
New holding
CMCSA
Comcast Corp

Communication Services
CALL
$73,000
2K
Q1 2025
Added 105.0%
INTC
Intel Corp

Technology
CALL
$11,000
500
Q1 2025
Reduced 75.0%
HIG
Hartford Financial Services Group, Inc.

Financial Services
PUT
$74,000
600
Q1 2025
New holding
LMT
Lockheed Martin Corp

Industrials
PUT
$44,000
100
Q1 2025
Reduced 95.65%
BMY
Bristol Myers Squibb CO

Healthcare
PUT
$30,000
500
Q1 2025
New holding
PANW
Palo Alto Networks Inc

Technology
CALL
$17,000
100
Q1 2025
New holding
PLTR
Palantir Technologies Inc.

Technology
CALL
$59,000
700
Q1 2025
New holding
OSIS
Osi Systems Inc

Technology
CALL
$38,000
200
Q1 2025
New holding
MAR
Marriott International Inc

Consumer Cyclical
PUT
$47,000
200
Q1 2025
New holding
AMAT
Applied Materials Inc

Technology
CALL
$72,000
500
Q1 2025
Reduced 44.44%
NVO
Novo Nordisk A S

Healthcare
PUT
$69,000
1K
Q1 2025
New holding
NVO
Novo Nordisk A S

Healthcare
CALL
$69,000
1K
Q1 2025
New holding
NIO
Nio Inc.

Consumer Cyclical
CALL
$76,000
20K
Q1 2025
Reduced 23.08%
APP
App Lovin Corp

Technology
CALL
$26,000
100
Q1 2025
New holding
MET
Metlife Inc

Financial Services
PUT
$72,000
900
Q1 2025
New holding
BA
Boeing CO

Industrials
PUT
$68,000
400
Q1 2025
New holding
BMY
Bristol Myers Squibb CO

Healthcare
CALL
$54,000
900
Q1 2025
New holding
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
CALL
$43,000
5.5K
Q1 2025
Added 37.5%

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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