Steel Peak Wealth Management LLC Reduced Holdings in Q4 2024

Steel Peak Wealth Management LLC

  • $2.41 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
-46.8K
- 74.12%
$571.78 - $647.97 $26.7M - $30.3M
16.3K $10.1M
AMAT
Applied Materials Inc

Technology
-76.8K
- 54.15%
$161.44 - $213.89 $12.4M - $16.4M
65.1K $10.6M
AMGN
Amgen Inc

Healthcare
-42.4K
- 40.52%
$258.78 - $328.31 $11M - $13.9M
62.2K $16.2M
QCOM
Qualcomm Inc

Technology
-90.1K
- 60.93%
$150.4 - $178.04 $13.6M - $16M
57.8K $8.87M
AMD
Advanced Micro Devices Inc

Technology
-17.1K
- 6.77%
$118.88 - $172.8 $2.03M - $2.96M
236K $28.5M
VTV
Vanguard Value ETF

ETFs
-52.7K
- 71.59%
$168.32 - $181.87 $8.87M - $9.58M
20.9K $3.54M
COST
Costco Wholesale Corp

Consumer Defensive
-9.88K
- 54.54%
$873.59 - $994.69 $8.63M - $9.83M
8.24K $7.55M
GOOGL
Alphabet Inc.

Communication Services
-88.5K
- 23.95%
$161.86 - $196.66 $14.3M - $17.4M
281K $53.2M
VZ
Verizon Communications Inc

Communication Services
-138K
- 28.59%
$39.6 - $45.21 $5.47M - $6.25M
345K $13.8M
HON
Honeywell International Inc

Industrials
-34K
- 46.26%
$202.84 - $236.0 $6.9M - $8.03M
39.5K $8.93M
KO
Coca Cola CO

Consumer Defensive
-67.7K
- 44.35%
$61.74 - $71.71 $4.18M - $4.85M
84.9K $5.29M
SO
Southern CO

Utilities
-58.1K
- 60.0%
$81.5 - $94.15 $4.74M - $5.47M
38.8K $3.19M
TXN
Texas Instruments Inc

Technology
-27.3K
- 26.82%
N/A
74.6K $14.5M
CVX
Chevron Corp

Energy
-34.8K
- 43.75%
$141.15 - $162.53 $4.92M - $5.66M
44.8K $6.49M
VLO
Valero Energy Corp

Energy
-36.9K
- 80.81%
$118.59 - $144.02 $4.37M - $5.31M
8.75K $1.07M
AMEH
Apollo Medical Holdings, Inc.

Healthcare
-138K
- 20.29%
N/A
542K $19.9M
XOM
Exxon Mobil Corp

Energy
-37.1K
- 54.81%
$105.51 - $125.37 $3.91M - $4.65M
30.6K $3.29M
MSFT
Microsoft Corp

Technology
-7.86K
- 5.29%
$406.35 - $454.46 $3.19M - $3.57M
141K $59.3M
PFE
Pfizer Inc

Healthcare
-155K
- 89.38%
$24.8 - $30.19 $3.84M - $4.68M
18.4K $488K
DUK
Duke Energy Corp

Utilities
-36.8K
- 56.39%
$105.76 - $120.76 $3.89M - $4.44M
28.5K $3.07M
TMUS
T Mobile Us, Inc.

Communication Services
-27.7K
- 23.25%
$206.1 - $246.94 $5.7M - $6.83M
91.3K $20.2M
MMM
3 M CO

Industrials
-29.7K
- 46.68%
$124.74 - $137.12 $3.71M - $4.08M
34K $4.39M
UPS
United Parcel Service Inc

Industrials
-27.2K
- 85.58%
$122.65 - $138.35 $3.33M - $3.76M
4.58K $577K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-34.3K
- 24.37%
$75.1 - $82.99 $2.57M - $2.85M
106K $8.04M
F
Ford Motor CO

Consumer Cyclical
-347K
- 94.48%
$9.69 - $11.4 $3.37M - $3.96M
20.3K $201K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-75.4K
- 89.95%
$44.21 - $46.46 $3.33M - $3.5M
8.43K $373K
EFV
Msci Eafe Value ETF

ETFs
-26.7K
- 6.75%
$51.78 - $57.15 $1.38M - $1.52M
368K $19.3M
MS
Morgan Stanley

Financial Services
-36K
- 62.77%
$104.42 - $134.99 $3.76M - $4.86M
21.3K $2.68M
MRK
Merck & Co., Inc.

Healthcare
-22.9K
- 35.42%
$96.31 - $114.76 $2.21M - $2.63M
41.8K $4.16M
NKE
Nike, Inc.

Consumer Cyclical
-31.8K
- 83.23%
$73.36 - $89.13 $2.33M - $2.84M
6.41K $485K
ADBE
Adobe Inc.

Technology
-1.94K
- 8.14%
$437.39 - $552.96 $850K - $1.07M
21.9K $9.75M
EEM
Ishares Msci Emerging Markets

ETFs
-39K
- 18.66%
$41.82 - $47.36 $1.63M - $1.85M
170K $7.11M
AFL
Aflac Inc

Financial Services
-18.8K
- 54.32%
$100.37 - $115.27 $1.89M - $2.17M
15.8K $1.63M
JNJ
Johnson & Johnson

Healthcare
-5.9K
- 7.58%
$143.34 - $165.86 $845K - $978K
71.9K $10.4M
UBER
Uber Technologies, Inc

Technology
-18.6K
- 26.19%
$59.93 - $86.34 $1.11M - $1.6M
52.3K $3.16M
VST
Vistra Corp.

Utilities
-18.1K
- 88.38%
$115.74 - $166.61 $2.1M - $3.02M
2.38K $328K
HD
Home Depot, Inc.

Consumer Cyclical
-4.29K
- 17.17%
$385.02 - $431.37 $1.65M - $1.85M
20.7K $8.06M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-17.2K
- 63.85%
$26.93 - $84.95 $463K - $1.46M
9.74K $266K
MPC
Marathon Petroleum Corp

Energy
-9.7K
- 37.67%
$131.65 - $174.84 $1.28M - $1.7M
16K $2.24M
GS
Goldman Sachs Group Inc

Financial Services
-5.4K
- 35.88%
$486.1 - $608.57 $2.62M - $3.28M
9.64K $5.52M
DOW
Dow Inc.

Basic Materials
-8.63K
- 7.94%
$39.1 - $55.34 $337K - $477K
100K $4.01M
AIG
American International Group, Inc.

Financial Services
-25.7K
- 61.75%
$70.0 - $79.22 $1.8M - $2.04M
15.9K $1.16M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-57.3K
- 83.79%
$26.55 - $27.32 $1.52M - $1.56M
11.1K $295K
XLI
Industrial Sector Spdr

ETFs
-11.4K
- 72.12%
$131.76 - $143.99 $1.5M - $1.64M
4.41K $580K
CAT
Caterpillar Inc

Industrials
-2.82K
- 15.92%
$360.37 - $416.88 $1.02M - $1.18M
14.9K $5.41M
JPM
Jpmorgan Chase & CO

Financial Services
-14.5K
- 21.19%
$205.18 - $250.29 $2.97M - $3.62M
53.8K $12.9M
BALL
Ball Corp

Consumer Cyclical
-18.5K
- 53.84%
$54.84 - $67.94 $1.01M - $1.26M
15.8K $868K
PG
Procter & Gamble CO

Consumer Defensive
-6.3K
- 8.51%
$161.05 - $179.7 $1.01M - $1.13M
67.7K $11.3M
XLY
Select Sector Spdr Consumer Di

ETFs
-7.6K
- 68.96%
$194.8 - $239.43 $1.48M - $1.82M
3.42K $767K
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
Track This Portfolio

Track Steel Peak Wealth Management LLC Portfolio

Follow Steel Peak Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steel Peak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steel Peak Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email