Steel Peak Wealth Management LLC Sells in Q4 2025

Steel Peak Wealth Management LLC

  • $2.87 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
TXN
Texas Instruments Inc

Technology
-127K
- 92.68%
N/A
10.1K $1.96M
MSFT
Microsoft Corp

Technology
-37.4K
- 23.09%
$496.82 - $542.07 $18.6M - $20.3M
124K $63.2M
META
Meta Platforms, Inc.

Communication Services
-11.1K
- 10.96%
$609.01 - $751.67 $6.74M - $8.32M
89.9K $54.8M
AVGO
Broadcom Inc.

Technology
-56.3K
- 31.41%
$324.63 - $385.98 $18.3M - $21.7M
123K $42.1M
NVDA
Nvidia Corp

Technology
-74.8K
- 9.44%
$179.83 - $207.04 $13.5M - $15.5M
718K $134M
ISRG
Intuitive Surgical Inc

Healthcare
-31.9K
- 75.88%
$429.59 - $576.2 $13.7M - $18.4M
10.1K $5.54M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-64.5K
- 38.1%
$191.01 - $199.18 $12.3M - $12.8M
105K $20.4M
INTU
Intuit Inc

Technology
-15.2K
- 37.85%
$641.79 - $683.39 $9.77M - $10.4M
25K $16.1M
HON
Honeywell International Inc

Industrials
-52.8K
- 95.23%
$194.07 - $220.67 $10.3M - $11.7M
2.65K $518K
CSCO
Cisco Systems, Inc.

Technology
-187K
- 40.24%
$67.46 - $78.0 $12.6M - $14.6M
278K $21.6M
AMD
Advanced Micro Devices Inc

Technology
-147K
- 43.95%
$164.01 - $264.33 $24.2M - $38.9M
188K $45.2M
BAP
Credicorp LTD

Financial Services
-33.6K
- 93.28%
$252.15 - $266.19 $8.47M - $8.94M
2.42K $613K
ADBE
Adobe Inc.

Technology
-24.9K
- 85.63%
$325.07 - $359.91 $8.09M - $8.95M
4.17K $1.36M
CVS
Cvs Health Corp

Healthcare
-118K
- 95.88%
$76.69 - $83.04 $9.03M - $9.78M
5.06K $396K
KMI
Kinder Morgan, Inc.

Energy
-296K
- 95.72%
$25.84 - $28.46 $7.64M - $8.41M
13.2K $362K
USB
Us Bancorp \De\

Financial Services
-164K
- 92.75%
$45.28 - $48.26 $7.41M - $7.9M
12.8K $582K
MO
Altria Group, Inc.

Consumer Defensive
-105K
- 67.26%
$56.38 - $66.65 $5.92M - $6.99M
51.1K $2.97M
IBM
International Business Machines Corp

Technology
-25.7K
- 80.83%
$275.97 - $314.98 $7.1M - $8.11M
6.1K $1.81M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1.14K
- 51.68%
$4804.01 - $5424.55 $5.48M - $6.19M
1.07K $5.13M
T
At&T Inc.

Communication Services
-206K
- 49.0%
$24.44 - $27.55 $5.03M - $5.67M
214K $5.46M
PG
Procter & Gamble CO

Consumer Defensive
-39.7K
- 51.71%
$145.5 - $153.18 $5.77M - $6.08M
37.1K $5.41M
AXP
American Express CO

Financial Services
-19.3K
- 86.91%
$316.26 - $372.77 $6.11M - $7.2M
2.91K $992K
PLTR
Palantir Technologies Inc.

Technology
-25.1K
- 10.5%
$172.14 - $207.18 $4.32M - $5.2M
214K $37.3M
NKE
Nike, Inc.

Consumer Cyclical
-80.9K
- 84.79%
$60.8 - $74.57 $4.92M - $6.03M
14.5K $912K
KO
Coca Cola CO

Consumer Defensive
-84.2K
- 48.39%
$66.1 - $71.61 $5.57M - $6.03M
89.8K $6.35M
MS
Morgan Stanley

Financial Services
-32.3K
- 60.77%
$151.86 - $169.92 $4.9M - $5.49M
20.8K $3.32M
VTI
Vanguard Total Stock Market Et

ETFs
-14.7K
- 34.31%
$321.8 - $337.95 $4.74M - $4.98M
28.2K $9.31M
PM
Philip Morris International Inc.

Consumer Defensive
-26.1K
- 75.97%
$144.33 - $160.86 $3.76M - $4.19M
8.25K $1.26M
DUK
Duke Energy Corp

Utilities
-33.5K
- 90.87%
$121.57 - $129.03 $4.08M - $4.33M
3.37K $421K
IVV
Ishares Core S&P 500 ETF

ETFs
-6.62K
- 9.8%
$656.2 - $690.71 $4.35M - $4.58M
61K $41.2M
VUG
Vanguard Growth ETF

ETFs
-7.82K
- 41.42%
$470.44 - $504.26 $3.68M - $3.94M
11.1K $5.35M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5.79K
- 32.11%
$600.51 - $631.95 $3.48M - $3.66M
12.2K $7.56M
EFV
Msci Eafe Value ETF

ETFs
-56.8K
- 13.49%
$66.73 - $70.99 $3.79M - $4.03M
364K $25.6M
UPS
United Parcel Service Inc

Industrials
-35.5K
- 69.15%
$82.87 - $97.4 $2.94M - $3.45M
15.8K $1.49M
AFL
Aflac Inc

Financial Services
-24.5K
- 87.59%
$105.7 - $115.01 $2.59M - $2.82M
3.48K $397K
BK
Bank Of New York Mellon Corp

Financial Services
-24.7K
- 87.74%
$104.54 - $112.64 $2.58M - $2.78M
3.45K $380K
DE
Deere & CO

Industrials
-5.95K
- 73.86%
$439.11 - $480.78 $2.61M - $2.86M
2.11K $1M
XLF
Financial Sector Spdr

ETFs
-44.2K
- 36.36%
$51.76 - $53.77 $2.29M - $2.38M
77.4K $4.06M
VIG
Vanguard Dividend Appreciation

ETFs
-13.3K
- 93.4%
N/A
937 $170K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-23K
- 13.17%
$102.37 - $105.36 $2.36M - $2.42M
152K $15.6M
C
Citigroup Inc

Financial Services
-22.6K
- 47.39%
$93.93 - $102.87 $2.12M - $2.32M
25.1K $2.46M
HD
Home Depot, Inc.

Consumer Cyclical
-2.38K
- 7.5%
$358.03 - $397.02 $853K - $946K
29.4K $10.5M
XLC
Select Sector Spdr Tr Communic

ETFs
-16.2K
- 47.04%
$111.33 - $117.16 $1.8M - $1.9M
18.2K $2.03M
IWM
Ishares Russell 2000 ETF

ETFs
-6.37K
- 7.41%
$236.79 - $250.33 $1.51M - $1.59M
79.6K $18.9M
BA
Boeing CO

Industrials
-5.95K
- 22.58%
$191.81 - $225.32 $1.14M - $1.34M
20.4K $3.91M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-8.8K
- 62.15%
$185.12 - $192.11 $1.63M - $1.69M
5.36K $1M
VZ
Verizon Communications Inc

Communication Services
-7.7K
- 1.77%
$38.4 - $43.83 $296K - $337K
427K $17.5M
EFG
Msci Eafe Growth ETF

ETFs
-13.6K
- 86.6%
$112.91 - $117.61 $1.53M - $1.6M
2.1K $241K
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
-200K
- 44.44%
$7.75 - $9.43 $1.55M - $1.89M
250K $2.31M
Activity Summary
Buys All Purchases 250 New Holdings 80 Increased Positions 170 Sells All Sells 219 Reductions 219 Sold out 0 Options Calls 30 Puts 4
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