Steel Peak Wealth Management LLC Purchases in Q4 2025

Steel Peak Wealth Management LLC

  • $2.87 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
556K
New
$99.77 - $105.23 $55.5M - $58.5M
556K $56M
MGV
Vanguard Mega Cap Value

ETFs
303K
+ 16126.65%
$135.26 - $140.13 $40.9M - $42.4M
304K $42.2M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
105K
+ 3622.32%
$219.27 - $238.71 $23M - $25M
108K $24.3M
MU
Micron Technology Inc

Technology
53.1K
+ 52.26%
$181.6 - $253.3 $9.65M - $13.5M
155K $38.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
33.2K
+ 26.07%
$589.5 - $635.77 $19.6M - $21.1M
161K $97M
APP
App Lovin Corp

Technology
26.3K
+ 6191.06%
$552.64 - $704.09 $14.5M - $18.5M
26.7K $14.9M
AMGN
Amgen Inc

Healthcare
25.4K
+ 28.1%
$290.13 - $341.71 $7.37M - $8.68M
116K $39.5M
PEP
Pepsico Inc

Consumer Defensive
94.7K
+ 1280.83%
$138.84 - $153.71 $13.1M - $14.6M
102K $15.1M
IVE
Ishares S&P 500 Value ETF

ETFs
59.4K
+ 40.82%
$202.52 - $212.07 $12M - $12.6M
205K $43M
XLK
Technology Sector Spdr

ETFs
43.3K
+ 125.04%
$278.39 - $304.13 $12M - $13.2M
77.9K $22.4M
SHOP
Shopify Inc.

Technology
75.7K
+ 170.45%
$146.04 - $179.01 $11.1M - $13.5M
120K $17.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
20.9K
New
$475.68 - $513.11 $9.93M - $10.7M
20.9K $10.6M
HDV
Ishares Core High Dividend ETF

ETFs
86.8K
New
$118.22 - $122.79 $10.3M - $10.7M
86.8K $10.6M
AMZN
Amazon Com Inc

Consumer Cyclical
10.5K
+ 2.39%
$213.04 - $254.0 $2.24M - $2.67M
449K $105M
SCHV
Schwab Strategic Tr Us Large C

ETFs
276K
New
$28.46 - $29.45 $7.84M - $8.12M
276K $7.99M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
33.2K
+ 70.21%
$245.79 - $258.02 $8.17M - $8.58M
80.6K $19.8M
COP
Conocophillips

Energy
75.3K
+ 1921.96%
$85.66 - $95.46 $6.45M - $7.18M
79.2K $7.02M
CVX
Chevron Corp

Energy
40.8K
+ 49.09%
$148.9 - $157.72 $6.07M - $6.43M
124K $19.2M
MMM
3 M CO

Industrials
37.3K
+ 928.43%
$148.75 - $171.6 $5.55M - $6.4M
41.3K $6.84M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
129K
+ 1124.77%
$46.96 - $49.73 $6.05M - $6.4M
140K $6.75M
KLAC
Kla Corp

Technology
5.27K
New
$982.75 - $1235.28 $5.18M - $6.5M
5.27K $5.97M
INTC
Intel Corp

Technology
149K
+ 38.64%
$34.71 - $41.53 $5.18M - $6.2M
536K $18.6M
NOW
Service Now, Inc.

Technology
6.69K
+ 483.09%
$835.79 - $946.29 $5.59M - $6.33M
8.07K $6.74M
MRK
Merck & Co., Inc.

Healthcare
43.8K
+ 29.88%
$82.49 - $92.93 $3.62M - $4.07M
191K $17.7M
IEMG
Ishares Inc

ETFs
99.4K
+ 24.63%
N/A
503K $27M
WDC
Western Digital Corp

Technology
33.2K
+ 1760.21%
$113.13 - $174.22 $3.75M - $5.78M
35.1K $5.53M
TRV
Travelers Companies, Inc.

Financial Services
18K
+ 214.19%
$261.57 - $287.42 $4.72M - $5.18M
26.4K $7.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
6.8K
+ 5.75%
$653.02 - $687.39 $4.44M - $4.68M
125K $83.2M
TQQQ
Proshares Ultrapro Qqq

ETFs
41.2K
+ 135.81%
$97.07 - $120.61 $4M - $4.97M
71.6K $7.5M
AEP
American Electric Power CO Inc

Utilities
35.5K
New
$112.75 - $122.73 $4M - $4.35M
35.5K $4.3M
EA
Electronic Arts Inc.

Communication Services
20.4K
New
$199.89 - $202.0 $4.08M - $4.12M
20.4K $4.09M
VTR
Ventas, Inc.

Real Estate
52.3K
New
$67.45 - $78.0 $3.53M - $4.08M
52.3K $4.08M
FIBR
Ishares U.S. Fixed Income Bala

ETFs
43.9K
New
N/A
43.9K $3.96M
ACWI
Ishares Msci Acwi ETF

ETFs
28K
New
$135.71 - $142.56 $3.8M - $3.99M
28K $3.92M
CTVA
Corteva, Inc.

Basic Materials
58.1K
New
$61.0 - $66.48 $3.54M - $3.86M
58.1K $3.83M
QLD
Proshares Ultra Qqq

ETFs
26.1K
+ 100.0%
$131.81 - $152.77 $3.44M - $3.99M
52.2K $7.28M
MDT
Medtronic PLC

Healthcare
38.3K
New
$90.06 - $98.43 $3.45M - $3.77M
38.3K $3.69M
EQT
Eqt Corp

Energy
60.6K
New
$51.8 - $60.84 $3.14M - $3.69M
60.6K $3.63M
ABBV
Abb Vie Inc.

Healthcare
15.1K
+ 58.63%
$211.96 - $244.38 $3.21M - $3.7M
40.9K $9.58M
TMUS
T Mobile Us, Inc.

Communication Services
22.3K
+ 39.74%
$201.01 - $233.26 $4.48M - $5.2M
78.4K $16.9M
IDEV
Ishares Core Msci Intl Develop

ETFs
42.1K
New
$79.1 - $82.39 $3.33M - $3.47M
42.1K $3.42M
SOXX
Ishares Semiconductor ETF

ETFs
11.5K
+ 642.87%
$271.99 - $309.6 $3.14M - $3.57M
13.3K $3.85M
XOM
Exxon Mobil Corp

Energy
25.7K
+ 71.59%
$110.64 - $119.78 $2.84M - $3.08M
61.5K $7.24M
GOOG
Alphabet Inc.

Communication Services
702
+ 1.03%
$237.49 - $291.74 $167K - $205K
68.8K $19.7M
XEL
Xcel Energy Inc

Utilities
37.1K
New
$79.6 - $81.85 $2.95M - $3.03M
37.1K $2.99M
XLY
Select Sector Spdr Consumer Di

ETFs
13.1K
+ 116.51%
$228.75 - $242.18 $2.99M - $3.17M
24.3K $5.62M
LVS
Las Vegas Sands Corp

Consumer Cyclical
42.7K
+ 835.47%
$46.47 - $66.99 $1.98M - $2.86M
47.8K $3.12M
GLD
Spdr Gold Trust

ETFs
7.31K
+ 198.75%
$354.79 - $403.15 $2.59M - $2.95M
11K $4.13M
BAC
Bank Of America Corp

Financial Services
54.3K
+ 93.35%
$48.65 - $54.11 $2.64M - $2.94M
113K $5.79M
Activity Summary
Buys All Purchases 250 New Holdings 80 Increased Positions 170 Sells All Sells 219 Reductions 219 Sold out 0 Options Calls 30 Puts 4
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