Steel Peak Wealth Management LLC Incresed Positions 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
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
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
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
VT
Vanguard Total World Stk Index

ETFs
29K
+ 898.58%
$128.41 - $138.03 $3.73M - $4M
32.2K $4.44M
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
KR
Kroger CO

Consumer Defensive
46.6K
+ 794.71%
$64.52 - $74.35 $3.01M - $3.46M
52.4K $3.54M
UPS
United Parcel Service Inc

Industrials
38.6K
+ 303.81%
$82.58 - $105.54 $3.19M - $4.07M
51.3K $4.28M
V
Visa Inc.

Financial Services
9.06K
+ 45.03%
$332.09 - $358.86 $3.01M - $3.25M
29.2K $9.96M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
7.62K
+ 19.17%
$236.25 - $257.69 $1.8M - $1.96M
47.3K $12.1M
HD
Home Depot, Inc.

Consumer Cyclical
3.72K
+ 13.24%
$357.4 - $423.42 $1.33M - $1.57M
31.8K $12.9M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
22.6K
+ 14.86%
$98.52 - $103.93 $2.23M - $2.35M
175K $18M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
25.2K
+ 598.53%
$97.75 - $100.75 $2.46M - $2.54M
29.4K $2.95M
IVE
Ishares S&P 500 Value ETF

ETFs
3.83K
+ 2.7%
$194.44 - $206.51 $745K - $791K
146K $30.1M
VTV
Vanguard Value ETF

ETFs
11.8K
+ 175.01%
$175.51 - $186.57 $2.07M - $2.2M
18.5K $3.45M
XLY
Select Sector Spdr Consumer Di

ETFs
9.05K
+ 415.32%
$216.09 - $242.18 $1.96M - $2.19M
11.2K $2.69M
XLC
Select Sector Spdr Tr Communic

ETFs
16.8K
+ 94.87%
$105.99 - $119.41 $1.78M - $2M
34.4K $4.08M
HPQ
Hp Inc

Technology
67.8K
+ 66.85%
$24.45 - $29.35 $1.66M - $1.99M
169K $4.61M
BA
Boeing CO

Industrials
8.83K
+ 50.4%
$209.79 - $237.38 $1.85M - $2.1M
26.4K $5.69M
DE
Deere & CO

Industrials
4.7K
+ 139.82%
$457.26 - $524.37 $2.15M - $2.46M
8.05K $3.68M
VEA
Vanguard Ftse Developed Market

ETFs
28.7K
+ 57.16%
$56.02 - $60.3 $1.61M - $1.73M
79K $4.73M
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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