Steel Peak Wealth Management LLC Portfolio Holdings
Steel Peak Wealth Management LLC
- $1.98 Billion
- Q1 2024
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.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 473
- Current Value $1.98 Billion
- Prior Value $1.72 Billion
- Filing
- Period Q1 2024
- Filing Date April 17, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 93 stocks
- Additional Purchases 189 stocks
- Sold out of 0 stocks
- Reduced holdings in 107 stocks