Steel Peak Wealth Management LLC New Holdings in Q4 2024

Steel Peak Wealth Management LLC

  • $2.41 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ZTS
Zoetis Inc.

Healthcare
2.26K
New
$162.24 - $194.42 $366K - $439K
2.26K $367K
NOW
Service Now, Inc.

Technology
337
New
$867.18 - $1148.42 $292K - $387K
337 $357K
VB
Vanguard Small Cap ETF

ETFs
1.45K
New
$233.76 - $261.58 $340K - $380K
1.45K $349K
FTNT
Fortinet, Inc.

Technology
3.49K
New
$76.49 - $99.21 $267K - $346K
3.49K $329K
VGLT
Vanguard Long Term Treasury Et

ETFs
5.81K
New
$55.1 - $61.74 $320K - $359K
5.81K $321K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
16.4K
New
$19.47 - $20.95 $318K - $343K
16.4K $319K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.41K
New
$71.75 - $75.11 $317K - $331K
4.41K $317K
OII
Oceaneering International Inc

Energy
11.7K
New
$23.23 - $30.58 $272K - $358K
11.7K $305K
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.61K
New
$113.79 - $124.5 $296K - $324K
2.61K $298K
BEN
Franklin Resources Inc

Financial Services
14.7K
New
$19.35 - $22.76 $284K - $334K
14.7K $298K
MSTR
Microstrategy Inc

Technology
967
New
$162.69 - $473.83 $157K - $458K
967 $280K
TCOM
Trip.Com Group LTD

Consumer Cyclical
3.85K
New
$58.0 - $75.06 $223K - $289K
3.85K $264K
ROKU
Roku, Inc

Communication Services
3.47K
New
$64.08 - $84.12 $222K - $292K
3.47K $258K
TROW
Price T Rowe Group Inc

Financial Services
2.25K
New
$106.48 - $124.69 $239K - $280K
2.25K $254K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
23.4K
New
$10.55 - $11.6 $247K - $271K
23.4K $248K
CAG
Conagra Brands Inc.

Consumer Defensive
8.58K
New
$26.48 - $32.72 $227K - $281K
8.58K $238K
AI
C3.Ai, Inc.

Technology
6.74K
New
$22.6 - $42.94 $152K - $290K
6.74K $232K
RSG
Republic Services, Inc.

Industrials
1.11K
New
$198.0 - $218.75 $221K - $244K
1.11K $224K
PULS
Pgim ETF Tr

ETFs
4.5K
New
$49.51 - $49.79 $223K - $224K
4.5K $222K
U
Unity Software Inc.

Technology
9.85K
New
$17.34 - $27.72 $171K - $273K
9.85K $221K
FICO
Fair Isaac Corp

Technology
110
New
$1911.01 - $2382.4 $210K - $262K
110 $219K
CME
Cme Group Inc.

Financial Services
928
New
$221.17 - $246.02 $205K - $228K
928 $215K
AIZ
Assurant, Inc.

Financial Services
1K
New
$186.6 - $228.68 $187K - $229K
1K $213K
MDT
Medtronic PLC

Healthcare
2.6K
New
$79.61 - $92.24 $207K - $240K
2.6K $207K
HLI
Houlihan Lokey, Inc.

Financial Services
1.19K
New
$158.81 - $190.49 $189K - $227K
1.19K $206K
SKYY
First Trust Cloud Computing Et

ETFs
1.73K
New
$99.98 - $130.46 $173K - $225K
1.73K $205K
RMD
Resmed Inc

Healthcare
893
New
$228.69 - $256.07 $204K - $229K
893 $204K
JKHY
Henry Jack & Associates Inc

Technology
1.14K
New
$171.12 - $186.18 $195K - $213K
1.14K $200K
NU
Nu Holdings Ltd.

Financial Services
10.1K
New
$10.24 - $15.89 $104K - $161K
10.1K $104K
SMRT
Smart Rent, Inc.

Technology
19.2K
New
$1.41 - $1.96 $27K - $37.6K
19.2K $33K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
10.2K
New
$1.55 - $2.65 $15.9K - $27.1K
10.2K $18K
NRDY
Nerdy Inc.

Technology
10K
New
$0.82 - $1.9 $8.2K - $19K
10K $16K
EXC
Exelon Corp

Utilities
181
New
$36.22 - $40.97 $6.56K - $7.42K
181 $6K
Celestica Inc
9.54K
New
N/A
9.54K $0
Xti Aerospace Inc
96K
New
N/A
96K $0
Arista Networks Inc
26.7K
New
N/A
26.7K $0
Pimco ETF Tr
11.6K
New
N/A
11.6K $0
Fidelity Wise Origin Bitcoin
5K
New
N/A
5K $0
Vanguard Calif Tax Free Fds
27.4K
New
N/A
27.4K $0
Lam Research Corp
41.9K
New
N/A
41.9K $0
Blackrock Inc
810
New
N/A
810 $0
Canadian Pacific Kansas City
5.24K
New
N/A
5.24K $0
Cooper Cos Inc
4.66K
New
N/A
4.66K $0
Nikola Corp
10K
New
N/A
10K $0
Super Micro Computer Inc
7.28K
New
N/A
7.28K $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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