Steel Peak Wealth Management LLC Purchases in Q3 2025

Steel Peak Wealth Management LLC

  • $2.85 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
69K
+ 8.69%
$202.38 - $256.87 $14M - $17.7M
863K $220M
NVDA
Nvidia Corp

Technology
128K
+ 19.28%
$153.3 - $186.58 $19.6M - $23.9M
792K $148M
IGM
Ishares Expanded Tech Sector E

ETFs
202K
+ 7006.53%
$110.96 - $127.67 $22.4M - $25.8M
205K $25.8M
AVGO
Broadcom Inc.

Technology
44.6K
+ 33.12%
$264.74 - $369.57 $11.8M - $16.5M
179K $59.1M
GOOGL
Alphabet Inc.

Communication Services
4.07K
+ 1.35%
$174.36 - $254.72 $710K - $1.04M
306K $74.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
21.1K
+ 21.73%
$617.65 - $666.84 $13M - $14.1M
118K $78.8M
MU
Micron Technology Inc

Technology
97.8K
+ 2494.41%
$104.88 - $168.89 $10.3M - $16.5M
102K $17M
AMD
Advanced Micro Devices Inc

Technology
63.6K
+ 23.43%
$134.8 - $184.42 $8.57M - $11.7M
335K $54.2M
MSFT
Microsoft Corp

Technology
21.4K
+ 15.26%
$491.09 - $535.64 $10.5M - $11.5M
162K $83.8M
INTU
Intuit Inc

Technology
22.3K
+ 124.06%
$646.03 - $807.39 $14.4M - $18M
40.2K $27.5M
VTI
Vanguard Total Stock Market Et

ETFs
32.7K
+ 316.99%
$303.93 - $329.86 $9.93M - $10.8M
43K $14.1M
OEF
Ishares S&P 100 ETF

ETFs
40.1K
+ 92.07%
N/A
83.6K $22.2M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1.84K
+ 503.28%
$5364.25 - $5815.92 $9.88M - $10.7M
2.21K $11.9M
BAP
Credicorp LTD

Financial Services
36K
New
$220.56 - $278.29 $7.94M - $10M
36K $9.59M
IVV
Ishares Core S&P 500 ETF

ETFs
9.8K
+ 16.96%
$620.67 - $670.08 $6.08M - $6.57M
67.6K $45.2M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
105K
+ 18.59%
$54.35 - $59.32 $5.71M - $6.24M
671K $39.7M
UNH
Unitedhealth Group Inc

Healthcare
23.1K
+ 229.21%
$237.77 - $353.61 $5.49M - $8.16M
33.2K $11.4M
META
Meta Platforms, Inc.

Communication Services
11.6K
+ 12.96%
$695.21 - $791.73 $8.06M - $9.17M
101K $74.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.22K
+ 2.59%
$546.99 - $602.2 $1.76M - $1.94M
127K $76.5M
USB
Us Bancorp \De\

Financial Services
156K
+ 757.84%
$43.94 - $50.41 $6.85M - $7.86M
177K $8.53M
VUG
Vanguard Growth ETF

ETFs
15.4K
+ 447.71%
$433.97 - $484.08 $6.7M - $7.47M
18.9K $9.05M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.9K
+ 192.33%
$567.77 - $614.76 $6.73M - $7.29M
18K $11M
AMAT
Applied Materials Inc

Technology
31.7K
+ 96.16%
$156.25 - $204.95 $4.96M - $6.51M
64.8K $13.3M
ITA
Ishares Tr

ETFs
33.5K
New
$184.73 - $209.26 $6.19M - $7.02M
33.5K $7.02M
AXP
American Express CO

Financial Services
19.2K
+ 625.51%
$294.27 - $342.31 $5.64M - $6.56M
22.2K $7.38M
CAT
Caterpillar Inc

Industrials
10K
+ 88.24%
$390.92 - $477.15 $3.92M - $4.78M
21.4K $10.2M
JPM
Jpmorgan Chase & CO

Financial Services
11.7K
+ 17.79%
$282.78 - $316.06 $3.3M - $3.69M
77.3K $24.4M
MS
Morgan Stanley

Financial Services
28.5K
+ 115.35%
$139.09 - $161.16 $3.96M - $4.59M
53.1K $8.44M
C
Citigroup Inc

Financial Services
47.6K
New
$85.57 - $103.49 $4.08M - $4.93M
47.6K $4.84M
TXN
Texas Instruments Inc

Technology
22.4K
+ 19.46%
N/A
137K $26.7M
IAU
Ishares Gold Trust

ETFs
47.2K
+ 61.43%
$61.62 - $72.77 $2.91M - $3.44M
124K $9.03M
TFC
Truist Financial Corp

Financial Services
85.2K
+ 80.63%
$42.83 - $47.07 $3.65M - $4.01M
191K $8.73M
PNC
Pnc Financial Services Group, Inc.

Financial Services
20.8K
New
$185.88 - $207.44 $3.87M - $4.31M
20.8K $4.18M
VT
Vanguard Total World Stk Index

ETFs
29K
+ 898.58%
$128.41 - $138.03 $3.73M - $4M
32.2K $4.44M
SYF
Synchrony Financial

Financial Services
56.5K
New
$67.53 - $76.86 $3.82M - $4.34M
56.5K $4.02M
XLI
Industrial Sector Spdr

ETFs
25.7K
+ 656.3%
$147.94 - $154.99 $3.8M - $3.98M
29.6K $4.56M
MRK
Merck & Co., Inc.

Healthcare
38.3K
+ 35.39%
$77.6 - $87.37 $2.98M - $3.35M
147K $12.3M
DLR
Digital Realty Trust, Inc.

Real Estate
21.4K
+ 579.57%
$161.21 - $180.02 $3.45M - $3.85M
25.1K $4.34M
KMI
Kinder Morgan, Inc.

Energy
133K
+ 75.2%
$26.23 - $28.5 $3.48M - $3.78M
309K $8.74M
GM
General Motors CO

Consumer Cyclical
55.9K
New
$48.89 - $61.24 $2.73M - $3.43M
55.9K $3.41M
K
Kellogg CO

Consumer Defensive
39.3K
New
$76.96 - $82.02 $3.02M - $3.22M
39.3K $3.22M
DUOL
Duolingo, Inc.

Technology
10K
New
$271.18 - $403.06 $2.71M - $4.03M
10K $3.22M
KR
Kroger CO

Consumer Defensive
46.6K
+ 794.71%
$64.52 - $74.35 $3.01M - $3.46M
52.4K $3.54M
AEE
Ameren Corp

Utilities
29.7K
New
$95.0 - $104.38 $2.82M - $3.1M
29.7K $3.1M
WELL
Welltower Inc.

Real Estate
17.3K
New
$150.71 - $178.14 $2.61M - $3.09M
17.3K $3.09M
WEC
Wec Energy Group, Inc.

Utilities
26.5K
New
$103.66 - $114.59 $2.75M - $3.04M
26.5K $3.04M
UPS
United Parcel Service Inc

Industrials
38.6K
+ 303.81%
$82.58 - $105.54 $3.19M - $4.07M
51.3K $4.28M
GL
Globe Life Inc.

Financial Services
20.9K
New
$117.6 - $146.55 $2.46M - $3.06M
20.9K $2.99M
CF
Cf Industries Holdings, Inc.

Basic Materials
32.9K
New
$80.91 - $98.75 $2.66M - $3.25M
32.9K $2.95M
Activity Summary
Buys All Purchases 327 New Holdings 104 Increased Positions 223 Sells All Sells 169 Reductions 169 Sold out 0 Options Calls 27 Puts 2
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