Steel Peak Wealth Management LLC has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.98 Billion distributed in 473 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $147M, Ishares Core S&P 500 ETF with a value of $81.5M, Amazon Com Inc with a value of $75.8M, Microsoft Corp with a value of $65.2M, and Advanced Micro Devices Inc with a value of $54.5M.
Examining the 13F form we can see an increase of $252M in the current position value, from $1.72B to 1.98B.
Below you can find more details about Steel Peak Wealth Management LLC portfolio as well as his latest detailed transactions.