Steel Peak Wealth Management LLC Incresed Positions in Q4 2024

Steel Peak Wealth Management LLC

  • $2.41 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
225K
+ 693.03%
$280.04 - $302.45 $63.1M - $68.1M
258K $74.7M
IGM
Ishares Expanded Tech Sector E

ETFs
370K
+ 3895.57%
$94.19 - $106.95 $34.8M - $39.5M
379K $38.7M
AAPL
Apple Inc.

Technology
28.3K
+ 3.36%
$221.69 - $259.02 $6.27M - $7.33M
870K $218M
ADP
Automatic Data Processing Inc

Industrials
48.6K
+ 3935.95%
$280.08 - $307.97 $13.6M - $15M
49.8K $14.6M
AMZN
Amazon Com Inc

Consumer Cyclical
4.08K
+ 1.12%
$180.88 - $232.93 $738K - $951K
368K $80.7M
NFLX
Netflix Inc

Communication Services
9.49K
+ 44.0%
$687.65 - $936.56 $6.53M - $8.89M
31.1K $27.7M
META
Meta Platforms, Inc.

Communication Services
16.6K
+ 20.79%
$554.08 - $632.68 $9.18M - $10.5M
96.2K $56.8M
ISRG
Intuitive Surgical Inc

Healthcare
17.1K
+ 61.98%
$471.27 - $550.62 $8.05M - $9.41M
44.7K $23.3M
VT
Vanguard Total World Stk Index

ETFs
75.6K
+ 2857.5%
$117.09 - $123.07 $8.85M - $9.3M
78.2K $9.19M
USB
Us Bancorp \De\

Financial Services
166K
+ 1131.42%
$43.98 - $53.66 $7.29M - $8.89M
180K $8.62M
QQQ
Invesco Qqq Trust, Series 1

ETFs
11.5K
+ 17.14%
$481.22 - $538.17 $5.54M - $6.19M
78.6K $40.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12.8K
+ 255.79%
$521.84 - $558.82 $6.69M - $7.16M
17.8K $9.61M
XLP
Consumer Staples Sector Spdr

ETFs
90.6K
+ 2047.13%
N/A
95.1K $7.23M
XLU
Utilities Sector Spdr

ETFs
91.1K
+ 1089.41%
$74.89 - $82.93 $6.83M - $7.56M
99.5K $7.53M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
67.2K
+ 529.81%
$96.64 - $101.23 $6.49M - $6.8M
79.9K $7.74M
IVV
Ishares Core S&P 500 ETF

ETFs
6.84K
+ 5.17%
$570.51 - $610.59 $3.9M - $4.18M
139K $81.9M
PEP
Pepsico Inc

Consumer Defensive
31.3K
+ 328.34%
$151.29 - $176.1 $4.74M - $5.52M
40.9K $6.21M
BK
Bank Of New York Mellon Corp

Financial Services
57.2K
+ 1796.73%
$70.82 - $81.87 $4.05M - $4.68M
60.4K $4.64M
O
Realty Income Corp

Real Estate
75.9K
+ 503.46%
$51.76 - $64.71 $3.93M - $4.91M
91K $4.86M
IBM
International Business Machines Corp

Technology
17.5K
+ 56.69%
$204.9 - $238.04 $3.58M - $4.16M
48.3K $10.6M
BA
Boeing CO

Industrials
19K
+ 130.66%
$138.14 - $180.72 $2.63M - $3.44M
33.6K $5.95M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
218K
+ 722.92%
$18.41 - $40.87 $4.01M - $8.89M
248K $4.58M
PLTR
Palantir Technologies Inc.

Technology
26.7K
+ 96.68%
$36.46 - $82.38 $975K - $2.2M
54.4K $4.11M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.44K
+ 4.05%
$567.81 - $607.81 $1.95M - $2.09M
88.4K $51.8M
MBB
Ishares Tr

ETFs
35.8K
+ 25.24%
$91.26 - $95.82 $3.26M - $3.43M
177K $16.3M
INTC
Intel Corp

Technology
175K
+ 73.66%
$19.07 - $26.23 $3.33M - $4.58M
411K $8.25M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
53.1K
+ 243.51%
$47.77 - $51.75 $2.54M - $2.75M
74.9K $3.62M
XLV
Select Sector Spdr Fund Health

ETFs
22.2K
+ 57.48%
$136.28 - $154.74 $3.02M - $3.43M
60.7K $8.35M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
5.05K
+ 11.69%
$417.69 - $450.94 $2.11M - $2.28M
48.2K $20.5M
PYPL
Pay Pal Holdings, Inc.

Financial Services
25.8K
+ 417.12%
$77.25 - $91.3 $2M - $2.36M
32K $2.73M
DE
Deere & CO

Industrials
5.11K
+ 84.31%
$389.45 - $466.0 $1.99M - $2.38M
11.2K $4.73M
TRV
Travelers Companies, Inc.

Financial Services
8.64K
+ 182.27%
$225.97 - $266.66 $1.95M - $2.3M
13.4K $3.22M
XLK
Technology Sector Spdr

ETFs
7.02K
+ 20.76%
$220.26 - $241.44 $1.55M - $1.7M
40.8K $9.5M
PFM
Invesco Exchange Traded Fd Tr

ETFs
39.7K
+ 229.5%
$45.72 - $48.2 $1.81M - $1.91M
56.9K $2.61M
MAR
Marriott International Inc

Consumer Cyclical
5K
+ 138.14%
$246.06 - $292.59 $1.23M - $1.46M
8.62K $2.41M
IWM
Ishares Russell 2000 ETF

ETFs
6.24K
+ 10.74%
$216.13 - $242.4 $1.35M - $1.51M
64.4K $14.2M
PVAL
Putnam ETF Tr Putnam Focused L
29.9K
+ 272.76%
$36.85 - $39.99 $1.1M - $1.19M
40.8K $1.51M
CRWD
Crowd Strike Holdings, Inc.

Technology
481
+ 3.4%
$275.15 - $388.2 $132K - $187K
14.6K $5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
29.6K
+ 10.31%
$51.09 - $55.27 $1.51M - $1.64M
317K $16.2M
COP
Conocophillips

Energy
10.3K
+ 214.49%
$95.12 - $114.72 $983K - $1.19M
15.1K $1.5M
VUG
Vanguard Growth ETF

ETFs
2.21K
+ 84.39%
$378.79 - $428.11 $838K - $947K
4.83K $1.98M
DELL
Dell Technologies Inc.

Technology
7.45K
+ 216.85%
$111.96 - $144.21 $834K - $1.07M
10.9K $1.25M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.72K
+ 154.78%
$701.85 - $1046.91 $1.2M - $1.8M
2.82K $2.01M
SCHW
Schwab Charles Corp

Financial Services
1.71K
+ 2.26%
$63.31 - $82.85 $108K - $142K
77.5K $5.73M
PINS
Pinterest, Inc.

Communication Services
29.8K
+ 184.94%
$28.24 - $34.15 $842K - $1.02M
45.9K $1.33M
BX
Blackstone Inc.

Financial Services
785
+ 2.29%
$148.45 - $199.05 $117K - $156K
35K $6.04M
ICVT
Ishares Tr Convertible Bond Et

ETFs
8.97K
+ 48.54%
$83.09 - $89.28 $745K - $800K
27.4K $2.33M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
13.7K
+ 23.95%
$46.48 - $51.32 $637K - $703K
70.9K $3.41M
TLT
Ishares Barclays 20+ Year Trea

ETFs
14.5K
+ 24.82%
$87.1 - $98.49 $1.26M - $1.42M
72.7K $6.35M
Activity Summary
Buys All Purchases 271 New Holdings 96 Increased Positions 175 Sells All Sells 179 Reductions 179 Sold out 0 Options Calls 47 Puts 22
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