Steel Peak Wealth Management LLC Options Holdings

Steel Peak Wealth Management LLC

  • $2.41 Billion
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
HOOD
Robinhood Markets, Inc.

Technology
CALL
$7,000
200
Q4 2024
New holding
XLE
Energy Sector Spdr

ETFs
PUT
$85,000
1K
Q4 2024
New holding
SOFI
So Fi Technologies, Inc.

Financial Services
CALL
$23,000
1.5K
Q4 2024
New holding
CRM
Salesforce, Inc.

Technology
CALL
$33,000
100
Q4 2024
New holding
AFL
Aflac Inc

Financial Services
CALL
$51,000
500
Q4 2024
New holding
TXN
Texas Instruments Inc

Technology
CALL
$77,000
400
Q2 2024
Added 33.33%
AFL
Aflac Inc

Financial Services
PUT
$51,000
500
Q4 2024
New holding
GOOG
Alphabet Inc.

Communication Services
CALL
$19,000
100
Q4 2024
Reduced 99.02%
Super Micro Computer Inc
PUT
$0
3K
Q4 2024
New holding
Super Micro Computer Inc
CALL
$0
1.3K
Q4 2024
New holding
AMGN
Amgen Inc

Healthcare
CALL
$78,000
300
Q4 2024
New holding
Reddit Inc
CALL
$0
1K
Q4 2024
Reduced 60.0%
QCOM
Qualcomm Inc

Technology
CALL
$30,000
200
Q2 2024
New holding
PEP
Pepsico Inc

Consumer Defensive
CALL
$60,000
400
Q2 2024
New holding
CVS
Cvs Health Corp

Healthcare
CALL
$89,000
2K
Q4 2024
New holding
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
CALL
$50,000
4K
Q4 2024
New holding
Linde PLC
CALL
$0
300
Q2 2024
New holding
DELL
Dell Technologies Inc.

Technology
CALL
$46,000
400
Q3 2024
Reduced 71.43%
DIS
Walt Disney CO

Communication Services
PUT
$22,000
200
Q4 2024
New holding
XOM
Exxon Mobil Corp

Energy
CALL
$64,000
600
Q3 2024
New holding
Ishares Bitcoin Trust ETF
CALL
$0
400
Q4 2024
New holding
GM
General Motors CO

Consumer Cyclical
PUT
$53,000
1K
Q4 2024
New holding
INTC
Intel Corp

Technology
CALL
$40,000
2K
Q4 2024
Reduced 33.33%
INTU
Intuit Inc

Technology
CALL
$62,000
100
Q3 2024
Reduced 80.0%
CMCSA
Comcast Corp

Communication Services
PUT
$75,000
2K
Q4 2024
New holding
CMCSA
Comcast Corp

Communication Services
CALL
$90,000
2.4K
Q4 2024
New holding
PYPL
Pay Pal Holdings, Inc.

Financial Services
PUT
$85,000
1K
Q4 2024
New holding
PYPL
Pay Pal Holdings, Inc.

Financial Services
CALL
$85,000
1K
Q4 2024
New holding
PCAR
Paccar Inc

Industrials
CALL
$72,000
700
Q4 2024
New holding
BMY
Bristol Myers Squibb CO

Healthcare
CALL
$22,000
400
Q4 2024
New holding
NOC
Northrop Grumman Corp

Industrials
PUT
$93,000
200
Q4 2024
New holding
NOC
Northrop Grumman Corp

Industrials
CALL
$93,000
200
Q4 2024
New holding
NIO
Nio Inc.

Consumer Cyclical
CALL
$113,000
26K
Q2 2024
Added 333.33%
ADBE
Adobe Inc.

Technology
CALL
$44,000
100
Q2 2024
New holding
MU
Micron Technology Inc

Technology
CALL
$42,000
500
Q3 2024
Added 150.0%
ISRG
Intuitive Surgical Inc

Healthcare
CALL
$104,000
200
Q4 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 566
  • Current Value $2.41 Billion
  • Prior Value $2.25 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 96 stocks
  • Additional Purchases 175 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 179 stocks
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