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
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.68K
+ 34.2%
$42.33 - $43.3 $71.1K - $72.7K
6.59K $280K
VIG
Vanguard Dividend Appreciation

ETFs
354
+ 3.18%
N/A
11.5K $2.09M
PTC
Ptc Inc.

Technology
274
+ 6.73%
$175.97 - $201.89 $48.2K - $55.3K
4.35K $799K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.13K
+ 30.27%
$56.06 - $61.35 $63.1K - $69K
4.84K $273K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.18K
+ 27.41%
$51.54 - $52.55 $60.9K - $62.1K
5.5K $284K
BXSL
Blackstone Secured Lending Fund

Financial Services
200
+ 1.29%
$29.25 - $33.27 $5.85K - $6.65K
15.8K $508K
IVE
Ishares S&P 500 Value ETF

ETFs
2.81K
+ 3.65%
$189.5 - $206.17 $532K - $579K
79.8K $15.2M
SPYG
Spdr Portfolio

ETFs
262
+ 4.71%
$81.74 - $91.38 $21.4K - $23.9K
5.83K $512K
KKR
Kkr & Co. Inc.

Financial Services
52
+ 2.24%
$129.87 - $162.87 $6.75K - $8.47K
2.37K $350K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
500
+ 14.08%
$73.49 - $86.09 $36.7K - $43K
4.05K $312K
RTX
Raytheon Technologies Corp

Industrials
615
+ 12.65%
$114.45 - $127.21 $70.4K - $78.2K
5.48K $633K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
1
+ 0.01%
$70.54 - $79.61 $70.5 - $79.6
9.8K $745K
RDVY
First Trust Rising Dividend Ac

ETFs
782
+ 2.1%
$58.65 - $64.37 $45.9K - $50.3K
38K $2.25M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
818
+ 17.62%
$57.38 - $61.11 $46.9K - $50K
5.46K $318K
TDY
Teledyne Technologies Inc

Technology
7
+ 0.45%
$436.59 - $489.24 $3.06K - $3.42K
1.56K $725K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
995
+ 2.31%
$13.61 - $14.58 $13.5K - $14.5K
44.2K $636K
TDIV
First Trust Nasdaq Technology

ETFs
650
+ 12.38%
$78.03 - $82.13 $50.7K - $53.4K
5.9K $462K
VNQ
Vanguard Specialized Funds Van

ETFs
801
+ 21.87%
$87.85 - $98.6 $70.4K - $79K
4.46K $397K
IWD
Ishares Russell 1000 Val ETF

ETFs
245
+ 17.13%
$183.23 - $199.79 $44.9K - $48.9K
1.68K $310K
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
4K
+ 27.59%
$13.32 - $14.58 $53.3K - $58.3K
18.5K $247K
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.81K
+ 312.92%
$25.93 - $105.3 $254K - $1.03M
12.9K $360K
AJG
Arthur J. Gallagher & Co.

Financial Services
104
+ 7.57%
$278.49 - $315.16 $29K - $32.8K
1.48K $419K
HTGC
Hercules Capital, Inc.

Financial Services
804
+ 2.73%
$18.53 - $20.22 $14.9K - $16.3K
30.3K $608K
MUB
Ishares National Muni Bond ETF

ETFs
828
+ 2.79%
$105.78 - $108.7 $87.6K - $90K
30.5K $3.25M
XLE
Energy Sector Spdr

ETFs
705
+ 4.56%
$83.32 - $97.27 $58.7K - $68.6K
16.2K $1.38M
ETR
Entergy Corp

Utilities
1.56K
+ 93.99%
$73.19 - $156.4 $114K - $245K
3.23K $244K
D
Dominion Energy, Inc

Utilities
1.6K
+ 10.36%
$52.63 - $60.92 $84.2K - $97.4K
17K $917K
ORCC
Owl Rock Capital Corp

Financial Services
1.7K
+ 4.72%
N/A
37.7K $505K
VOT
Vanguard Mid Cap Growth Index

ETFs
2
+ 0.1%
$241.48 - $274.89 $483 - $550
2.02K $512K
CPRT
Copart Inc

Consumer Cyclical
20
+ 0.51%
$51.36 - $63.8 $1.03K - $1.28K
3.97K $227K
ZBRA
Zebra Technologies Corp

Technology
2
+ 0.2%
$360.09 - $411.94 $720 - $824
1.01K $390K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
518
+ 4.07%
$46.92 - $51.34 $24.3K - $26.6K
13.2K $625K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
260
+ 4.24%
$50.37 - $50.6 $13.1K - $13.2K
6.39K $322K
GD
General Dynamics Corp

Industrials
203
+ 18.19%
$260.28 - $314.03 $52.8K - $63.7K
1.32K $347K
IFRA
Ishares Tr

ETFs
943
+ 1.78%
$45.94 - $51.71 $43.3K - $48.8K
53.8K $2.49M
HYLS
First Tr Tactical High Yield L

ETFs
400
+ 2.6%
$41.29 - $42.03 $16.5K - $16.8K
15.8K $653K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
140
+ 2.19%
$50.73 - $51.08 $7.1K - $7.15K
6.52K $331K
ROST
Ross Stores, Inc.

Consumer Cyclical
7
+ 0.33%
$138.59 - $156.61 $970 - $1.1K
2.12K $321K
SYK
Stryker Corp

Healthcare
9
+ 1.13%
$345.14 - $392.15 $3.11K - $3.53K
805 $289K
PATH
Ui Path, Inc.

Technology
220
+ 0.81%
$11.95 - $15.5 $2.63K - $3.41K
27.5K $349K
RGI
Invesco S&P 500 Equal Weight I

ETFs
100
+ 1.36%
N/A
7.45K $0
TFLR
T Rowe Price Exchange Traded F
80.8K
+ 112.03%
N/A
153K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
300
+ 8.76%
N/A
3.73K $0
Linde PLC
9.21K
+ 49.84%
N/A
27.7K $0
Ea Series Trust
1.45K
+ 11.62%
N/A
13.9K $0
Ishares Bitcoin Trust ETF
4.06K
+ 32.64%
N/A
16.5K $0
Reddit Inc
69
+ 6.98%
N/A
1.06K $0
First Tr Exch Traded Fd Iii
600
+ 3.72%
N/A
16.8K $0
Proshares Tr
280
+ 0.78%
N/A
36K $0
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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