Steel Peak Wealth Management LLC Options Holdings

Steel Peak Wealth Management LLC

  • $2.25 Billion
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
NVDA
Nvidia Corp

Technology
CALL
$24,000
200
Q3 2024
Reduced 7.06%
INTC
Intel Corp

Technology
CALL
$70,000
3K
Q3 2024
New holding
PANW
Palo Alto Networks Inc

Technology
CALL
$34,000
100
Q3 2024
Reduced 12.5%
XOM
Exxon Mobil Corp

Energy
CALL
$70,000
600
Q3 2024
New holding
PEP
Pepsico Inc

Consumer Defensive
CALL
$68,000
400
Q2 2024
New holding
QCOM
Qualcomm Inc

Technology
CALL
$34,000
200
Q2 2024
New holding
Reddit Inc
CALL
$0
2.5K
Q3 2024
New holding
AMD
Advanced Micro Devices Inc

Technology
CALL
$65,000
400
Q3 2024
Reduced 75.0%

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
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