Steel Peak Wealth Management LLC Incresed Positions in Q4 2025

Steel Peak Wealth Management LLC

  • $2.87 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
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
GOOGL
Alphabet Inc.

Communication Services
2.74K
+ 0.89%
$236.57 - $291.31 $648K - $798K
309K $85.4M
AMZN
Amazon Com Inc

Consumer Cyclical
10.5K
+ 2.39%
$213.04 - $254.0 $2.24M - $2.67M
449K $105M
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
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
QLD
Proshares Ultra Qqq

ETFs
26.1K
+ 100.0%
$131.81 - $152.77 $3.44M - $3.99M
52.2K $7.28M
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
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
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
CAT
Caterpillar Inc

Industrials
2.08K
+ 9.75%
$480.82 - $585.49 $1M - $1.22M
23.5K $12.9M
QCOM
Qualcomm Inc

Technology
14.6K
+ 9.41%
$153.59 - $187.68 $2.24M - $2.73M
169K $28.2M
JNJ
Johnson & Johnson

Healthcare
6.81K
+ 8.81%
$185.98 - $199.58 $1.27M - $1.36M
84.1K $16.8M
VEA
Vanguard Ftse Developed Market

ETFs
36.3K
+ 45.91%
$59.18 - $62.09 $2.15M - $2.25M
115K $7.07M
PFE
Pfizer Inc

Healthcare
94.5K
+ 37.89%
$24.23 - $27.37 $2.29M - $2.59M
344K $8.63M
UNH
Unitedhealth Group Inc

Healthcare
9.58K
+ 28.89%
$320.52 - $369.92 $3.07M - $3.54M
42.7K $13.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
21.4K
+ 72.66%
$99.87 - $101.27 $2.13M - $2.16M
50.8K $5.08M
STX
Seagate Technology Holdings PLC

Technology
7.14K
+ 183.49%
$211.63 - $293.99 $1.51M - $2.1M
11K $2.85M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3.07K
+ 5.33%
$454.87 - $482.76 $1.39M - $1.48M
60.6K $28.6M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
26.9K
+ 62.28%
$70.3 - $73.05 $1.89M - $1.96M
70K $5.04M
STLD
Steel Dynamics Inc

Basic Materials
18.3K
+ 1119.35%
N/A
19.9K $1.95M
FIS
Fidelity National Information Services, Inc.

Technology
26.9K
+ 355.63%
$61.5 - $68.57 $1.65M - $1.84M
34.4K $2.21M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.43K
+ 9.43%
$482.23 - $557.53 $690K - $797K
16.6K $8.92M
TLT
Ishares Barclays 20+ Year Trea

ETFs
16.3K
+ 441.21%
$88.67 - $92.06 $1.45M - $1.5M
20.1K $1.78M
UBER
Uber Technologies, Inc

Technology
20.1K
+ 31.63%
$91.62 - $100.1 $1.84M - $2.01M
83.6K $7.66M
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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