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
FSLR
First Solar, Inc.

Technology
4.34K
+ 247.83%
$175.88 - $240.66 $763K - $1.04M
6.09K $1.07M
AXON
Axon Enterprise, Inc.

Industrials
809
+ 125.62%
$399.22 - $689.78 $323K - $558K
1.45K $863K
SHW
Sherwin Williams CO

Basic Materials
1.91K
+ 162.67%
$338.75 - $399.71 $648K - $765K
3.09K $1.05M
ETN
Eaton Corp PLC

Industrials
1.79K
+ 48.17%
$326.96 - $377.52 $585K - $675K
5.5K $1.83M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.09K
+ 27.21%
$172.07 - $207.36 $359K - $432K
9.75K $1.93M
JNK
Spdr Bloomberg High Yield Bond

ETFs
5.65K
+ 147.74%
$94.77 - $97.36 $535K - $550K
9.47K $904K
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.89K
+ 2.57%
$176.42 - $186.91 $687K - $728K
156K $27.7M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
24.5K
+ 16.51%
$22.39 - $23.45 $549K - $575K
173K $3.98M
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
45.9K
+ 7.02%
$13.42 - $14.34 $616K - $658K
699K $9.56M
ACN
Accenture PLC

Technology
1.3K
+ 127.08%
$343.9 - $376.86 $447K - $490K
2.32K $817K
KR
Kroger CO

Consumer Defensive
3.38K
+ 7.7%
$55.21 - $63.3 $187K - $214K
47.2K $2.89M
SOFI
So Fi Technologies, Inc.

Financial Services
13.6K
+ 69.84%
$7.63 - $16.88 $104K - $229K
33.1K $509K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
5.36K
+ 36.82%
$65.67 - $69.79 $352K - $374K
19.9K $1.34M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.58K
+ 44.09%
$53.94 - $58.15 $301K - $325K
18.2K $1.03M
KMI
Kinder Morgan, Inc.

Energy
1.61K
+ 3.01%
$22.59 - $28.54 $36.5K - $46.1K
55.2K $1.51M
UAL
United Airlines Holdings, Inc.

Industrials
1.92K
+ 54.31%
$55.62 - $102.44 $107K - $196K
5.44K $528K
COF
Capital One Financial Corp

Financial Services
964
+ 18.78%
$145.19 - $192.01 $140K - $185K
6.1K $1.09M
AXP
American Express CO

Financial Services
692
+ 23.59%
$267.35 - $305.57 $185K - $211K
3.63K $1.08M
MA
Mastercard Inc

Financial Services
217
+ 4.38%
$491.3 - $536.15 $107K - $116K
5.17K $2.72M
SPG
Simon Property Group Inc

Real Estate
1.45K
+ 18.76%
$167.23 - $183.84 $242K - $266K
9.15K $1.58M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.42K
+ 14.86%
$57.53 - $60.83 $312K - $329K
41.9K $2.41M
VBK
Vanguard Small Cap Growth ETF

ETFs
798
+ 71.25%
$264.18 - $304.19 $211K - $243K
1.92K $537K
PANW
Palo Alto Networks Inc

Technology
6.72K
+ 108.2%
$181.96 - $405.9 $1.22M - $2.73M
12.9K $2.35M
DIS
Walt Disney CO

Communication Services
149
+ 1.07%
$92.39 - $117.6 $13.8K - $17.5K
14.1K $1.57M
VEA
Vanguard Ftse Developed Market

ETFs
5.82K
+ 58.73%
$47.57 - $52.44 $277K - $305K
15.7K $752K
ORCL
Oracle Corp

Technology
1.7K
+ 11.33%
$165.41 - $192.43 $281K - $326K
16.7K $2.78M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.58K
+ 11.78%
$55.73 - $66.16 $144K - $171K
24.5K $1.48M
CDNS
Cadence Design Systems Inc

Technology
304
+ 7.4%
$249.1 - $324.54 $75.7K - $98.7K
4.41K $1.33M
CVLT
Commvault Systems Inc

Technology
1.47K
+ 50.09%
$132.26 - $177.6 $194K - $261K
4.41K $664K
IBKR
Interactive Brokers Group, Inc.

Financial Services
418
+ 11.35%
$138.3 - $192.95 $57.8K - $80.7K
4.1K $724K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.61K
+ 22.06%
$106.56 - $113.11 $278K - $295K
14.4K $1.54M
IEMG
Ishares Inc

ETFs
3.83K
+ 3.32%
N/A
119K $6.39M
CRS
Carpenter Technology Corp

Industrials
773
+ 25.92%
$149.5 - $196.14 $116K - $152K
3.76K $637K
EME
Emcor Group, Inc.

Industrials
295
+ 25.43%
$427.96 - $526.95 $126K - $155K
1.46K $660K
VBR
Vanguard Small Cap Value ETF

ETFs
739
+ 38.92%
$197.36 - $217.3 $146K - $161K
2.64K $522K
CHKP
Check Point Software Technologies LTD

Technology
786
+ 51.41%
$170.18 - $209.01 $134K - $164K
2.32K $432K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1.01K
+ 40.61%
$232.27 - $300.43 $233K - $302K
3.48K $818K
EMB
Ishares Tr

ETFs
3.44K
+ 9.08%
$88.94 - $93.46 $306K - $322K
41.3K $3.68M
EPD
Enterprise Products Partners L.P.

Energy
1.71K
+ 5.13%
$28.66 - $34.43 $49.1K - $59K
35.1K $1.1M
NVO
Novo Nordisk A S

Healthcare
3.22K
+ 70.29%
$85.0 - $120.04 $274K - $387K
7.8K $671K
RSP
Invesco S&P 500 Equal Weight E

ETFs
743
+ 12.68%
$174.22 - $187.62 $129K - $139K
6.6K $1.16M
BYD
Boyd Gaming Corp

Consumer Cyclical
10
+ 0.08%
$62.5 - $75.64 $625 - $756
13.3K $965K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
5.89K
+ 46.44%
$9.71 - $15.34 $57.2K - $90.3K
18.6K $246K
CGGR
Capital Group Growth ETF Shs C

ETFs
1.68K
+ 10.43%
$34.49 - $39.24 $57.8K - $65.8K
17.8K $660K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.02K
+ 6.51%
$100.22 - $100.73 $103K - $103K
16.8K $1.68M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
875
+ 32.4%
$119.34 - $127.78 $104K - $112K
3.58K $426K
AOA
Ishares Tr Core Aggressive All

ETFs
2.24K
+ 5.81%
$76.61 - $79.88 $172K - $179K
40.8K $3.13M
RFM
River North Flexible Municipal Income Fund, Inc.

N/A
7K
+ 36.36%
$14.85 - $16.41 $104K - $115K
26.3K $390K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
884
+ 24.55%
$81.68 - $82.93 $72.2K - $73.3K
4.49K $367K
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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