Steel Peak Wealth Management
Latest statistics and disclosures from SteelPeak Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, IVV, AMZN, MSFT, NVDA, and represent 21.80% of SteelPeak Wealth's stock portfolio.
- Added to shares of these 10 stocks: AMD (+$36M), VGT (+$24M), DYNF (+$22M), AAPL (+$20M), IUSB (+$20M), MSFT (+$17M), TXN (+$16M), IVE (+$12M), VTI (+$12M), QQQ (+$12M).
- Started 93 new stock positions in PGR, PAYC, ALGN, DDD, ITB, JBHT, HTGC, SCHG, NOW, BEAM.
- Reduced shares in these 10 stocks: IVV (-$24M), PSX (-$12M), QQQE (-$12M), VLO (-$11M), GOOGL (-$10M), IGM (-$10M), FTEC (-$9.5M), AMGN (-$9.5M), ADP (-$9.4M), CMCSA (-$9.3M).
- Sold out of its positions in AGNC, AKAM, ADSK, BIDU, BK, TECH, Biosig Tech, BWA, CDW, CI.
- SteelPeak Wealth was a net buyer of stock by $140M.
- SteelPeak Wealth has $2.0B in assets under management (AUM), dropping by 15.03%.
- Central Index Key (CIK): 0001801868
Tip: Access up to 7 years of quarterly data
Positions held by Steel Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for SteelPeak Wealth
SteelPeak Wealth holds 419 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 7.7 | $152M | +15% | 886k | 171.48 |
|
Ishares Tr Core S&p500 Etf (IVV) | 4.1 | $82M | -22% | 155k | 525.73 |
|
Amazon (AMZN) | 3.8 | $77M | +12% | 424k | 180.38 |
|
Microsoft Corporation (MSFT) | 3.4 | $68M | +33% | 161k | 420.72 |
|
NVIDIA Corporation (NVDA) | 2.8 | $55M | +3% | 61k | 903.56 |
|
Advanced Micro Devices (AMD) | 2.8 | $55M | +190% | 303k | 180.49 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.4 | $48M | +31% | 109k | 444.58 |
|
Ishares Tr Core Total Usd (IUSB) | 2.3 | $45M | +80% | 991k | 45.59 |
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.2 | $45M | -5% | 85k | 524.62 |
|
Meta Platforms Cl A (META) | 2.1 | $42M | -13% | 87k | 485.58 |
|
Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $39M | -20% | 260k | 150.93 |
|
Tesla Motors (TSLA) | 1.4 | $29M | +19% | 164k | 175.79 |
|
Astrana Health Com New (ASTH) | 1.4 | $28M | 667k | 41.99 |
|
|
salesforce (CRM) | 1.4 | $28M | -3% | 91k | 301.58 |
|
Broadcom (AVGO) | 1.3 | $26M | +19% | 20k | 1325.44 |
|
Vanguard World Inf Tech Etf (VGT) | 1.3 | $26M | +1093% | 50k | 524.34 |
|
Applied Materials (AMAT) | 1.3 | $26M | +12% | 125k | 206.23 |
|
Qualcomm (QCOM) | 1.2 | $25M | +8% | 147k | 169.30 |
|
Texas Instruments Incorporated (TXN) | 1.2 | $24M | +206% | 139k | 174.21 |
|
Intel Corporation (INTC) | 1.2 | $23M | +39% | 526k | 44.17 |
|
Intuit (INTU) | 1.2 | $23M | +3% | 36k | 650.00 |
|
Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.1 | $22M | 134k | 164.35 |
|
|
Blackrock Etf Trust Us Eqt Factor (DYNF) | 1.1 | $22M | NEW | 484k | 44.40 |
|
Amgen (AMGN) | 1.0 | $20M | -31% | 72k | 284.32 |
|
Cisco Systems (CSCO) | 1.0 | $19M | -23% | 385k | 49.91 |
|
Verizon Communications (VZ) | 0.9 | $18M | +66% | 439k | 41.96 |
|
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.9 | $17M | 347k | 50.10 |
|
|
Netflix (NFLX) | 0.9 | $17M | +15% | 28k | 607.33 |
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.8 | $16M | +175% | 190k | 84.44 |
|
Metropcs Communications (TMUS) | 0.8 | $16M | +2% | 97k | 163.22 |
|
JPMorgan Chase & Co. (JPM) | 0.8 | $16M | +4% | 77k | 200.30 |
|
International Business Machines (IBM) | 0.7 | $15M | -6% | 78k | 190.96 |
|
Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $14M | +3% | 67k | 210.30 |
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $14M | +534% | 54k | 259.90 |
|
Alphabet Cap Stk Cl C (GOOG) | 0.7 | $14M | +16% | 91k | 152.26 |
|
Marvell Technology (MRVL) | 0.7 | $13M | +14% | 187k | 70.88 |
|
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.7 | $13M | +13% | 33k | 398.62 |
|
Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $13M | +2806% | 68k | 186.81 |
|
Ishares Tr Eafe Value Etf (EFV) | 0.6 | $12M | -28% | 229k | 54.40 |
|
Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $12M | +9% | 151k | 79.86 |
|
Ishares Tr Eafe Grwth Etf (EFG) | 0.6 | $12M | +7% | 116k | 103.79 |
|
Ishares Tr Mbs Etf (MBB) | 0.6 | $12M | +14% | 130k | 92.42 |
|
Ishares Tr U.s. Tech Etf (IYW) | 0.6 | $11M | +18% | 83k | 135.06 |
|
Intuitive Surgical Com New (ISRG) | 0.5 | $11M | +2365% | 27k | 399.09 |
|
Lam Research Corporation (LRCX) | 0.5 | $11M | +116% | 11k | 973.56 |
|
Chevron Corporation (CVX) | 0.5 | $11M | -4% | 66k | 157.74 |
|
Comcast Corp Cl A (CMCSA) | 0.5 | $10M | -47% | 240k | 43.35 |
|
Coca-Cola Company (KO) | 0.5 | $9.7M | +20% | 158k | 61.66 |
|
Johnson & Johnson (JNJ) | 0.5 | $9.2M | +11% | 58k | 158.19 |
|
Ford Motor Company (F) | 0.5 | $9.2M | +1711% | 695k | 13.28 |
|
Home Depot (HD) | 0.5 | $9.2M | -2% | 24k | 383.60 |
|
Morgan Stanley Com New (MS) | 0.5 | $9.0M | +6% | 96k | 94.16 |
|
Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $9.0M | +7% | 22k | 418.01 |
|
Goldman Sachs (GS) | 0.4 | $8.8M | -22% | 21k | 417.69 |
|
Truist Financial Corp equities (TFC) | 0.4 | $8.7M | +3% | 224k | 38.98 |
|
Dow (DOW) | 0.4 | $8.3M | +6% | 142k | 57.93 |
|
Gilead Sciences (GILD) | 0.4 | $8.2M | +19% | 113k | 73.25 |
|
Select Sector Spdr Tr Technology (XLK) | 0.4 | $7.9M | +19% | 38k | 208.27 |
|
Walgreen Boots Alliance (WBA) | 0.4 | $7.5M | +93% | 347k | 21.69 |
|
3M Company (MMM) | 0.4 | $7.5M | +52% | 70k | 106.07 |
|
Procter & Gamble Company (PG) | 0.4 | $7.3M | -36% | 45k | 162.25 |
|
United Parcel Service CL B (UPS) | 0.4 | $7.3M | +1801% | 49k | 148.63 |
|
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.4 | $7.2M | +54% | 67k | 106.49 |
|
Booking Holdings (BKNG) | 0.3 | $6.8M | +103% | 1.9k | 3627.88 |
|
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $6.6M | +11% | 70k | 94.62 |
|
Ishares Msci Emrg Chn (EMXC) | 0.3 | $6.5M | +172% | 114k | 57.57 |
|
Costco Wholesale Corporation (COST) | 0.3 | $6.4M | -53% | 8.8k | 732.63 |
|
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $6.1M | -26% | 148k | 41.08 |
|
Ishares Tr Hdg Msci Eafe (HEFA) | 0.3 | $6.0M | NEW | 171k | 34.88 |
|
Travelers Companies (TRV) | 0.3 | $5.9M | +536% | 26k | 230.14 |
|
Starbucks Corporation (SBUX) | 0.3 | $5.8M | +225% | 63k | 91.39 |
|
American Express Company (AXP) | 0.3 | $5.7M | +713% | 25k | 227.69 |
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $5.4M | -25% | 11k | 480.70 |
|
Blackstone Group Inc Com Cl A (BX) | 0.3 | $5.2M | 39k | 131.37 |
|
|
Blackrock Etf Trust Ii Flexible Income (BINC) | 0.3 | $5.1M | NEW | 98k | 52.46 |
|
Herbalife Com Shs (HLF) | 0.3 | $5.0M | 500k | 10.05 |
|
|
Target Corporation (TGT) | 0.2 | $4.9M | +67% | 28k | 177.21 |
|
Us Bancorp Del Com New (USB) | 0.2 | $4.8M | -45% | 106k | 45.20 |
|
Honeywell International (HON) | 0.2 | $4.7M | NEW | 23k | 205.25 |
|
Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $4.7M | +431% | 42k | 110.13 |
|
Capital One Financial (COF) | 0.2 | $4.4M | +62% | 30k | 148.89 |
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $4.4M | +53% | 30k | 147.73 |
|
ConocoPhillips (COP) | 0.2 | $4.4M | +42% | 34k | 127.28 |
|
Nucor Corporation (NUE) | 0.2 | $4.4M | +172% | 22k | 198.44 |
|
Visa Com Cl A (V) | 0.2 | $4.3M | +18% | 16k | 279.09 |
|
Caterpillar (CAT) | 0.2 | $4.3M | -61% | 12k | 366.42 |
|
Adobe Systems Incorporated (ADBE) | 0.2 | $4.2M | -53% | 8.3k | 504.60 |
|
Nike CL B (NKE) | 0.2 | $4.2M | +13% | 44k | 94.33 |
|
Shopify Cl A (SHOP) | 0.2 | $4.1M | +28% | 54k | 77.17 |
|
Marathon Petroleum Corp (MPC) | 0.2 | $4.1M | 20k | 201.50 |
|
|
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $4.1M | -44% | 37k | 108.92 |
|
Ishares Core Msci Emkt (IEMG) | 0.2 | $3.9M | -54% | 75k | 51.60 |
|
Philip Morris International (PM) | 0.2 | $3.9M | +14% | 42k | 92.93 |
|
Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $3.8M | +25% | 3.9k | 970.47 |
|
PNC Financial Services (PNC) | 0.2 | $3.8M | -52% | 23k | 161.60 |
|
Emerson Electric (EMR) | 0.2 | $3.7M | NEW | 33k | 113.42 |
|
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $3.7M | +32% | 41k | 89.67 |
|
Discover Financial Services (DFS) | 0.2 | $3.6M | +159% | 28k | 131.09 |
|
Hartford Financial Services (HIG) | 0.2 | $3.6M | +65% | 35k | 103.51 |
|
Ishares Tr National Mun Etf (MUB) | 0.2 | $3.6M | +12% | 33k | 107.60 |
|
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $3.5M | +63% | 70k | 50.60 |
|
Eli Lilly & Co. (LLY) | 0.2 | $3.5M | +18% | 4.5k | 777.88 |
|
Ishares Tr Calif Mun Bd Etf (CMF) | 0.2 | $3.5M | +10% | 60k | 57.54 |
|
Boeing Company (BA) | 0.2 | $3.4M | +3% | 18k | 192.98 |
|
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.2 | $3.4M | +57% | 137k | 24.87 |
|
At&t (T) | 0.2 | $3.4M | -24% | 193k | 17.60 |
|
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $3.4M | -31% | 32k | 104.73 |
|
Merck & Co (MRK) | 0.2 | $3.4M | +59% | 26k | 132.73 |
|
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.2 | $3.4M | +50% | 141k | 23.83 |
|
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.2 | $3.3M | +164% | 72k | 46.48 |
|
Walt Disney Company (DIS) | 0.2 | $3.3M | -8% | 27k | 122.36 |
|
American Intl Group Com New (AIG) | 0.2 | $3.3M | -4% | 43k | 78.17 |
|
Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.2 | $3.3M | +53% | 71k | 46.51 |
|
Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $3.3M | +20% | 10k | 320.59 |
|
Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $3.2M | +33% | 142k | 22.77 |
|
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.2 | $3.2M | NEW | 68k | 47.44 |
|
Select Sector Spdr Tr Energy (XLE) | 0.2 | $3.2M | 34k | 94.41 |
|
|
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $3.1M | -59% | 39k | 80.63 |
|
Palo Alto Networks (PANW) | 0.2 | $3.1M | +83% | 11k | 284.13 |
|
Exxon Mobil Corporation (XOM) | 0.2 | $3.1M | +109% | 27k | 116.24 |
|
eBay (EBAY) | 0.2 | $3.0M | +42% | 58k | 52.78 |
|
Valero Energy Corporation (VLO) | 0.2 | $3.0M | -78% | 18k | 170.69 |
|
Public Storage (PSA) | 0.1 | $3.0M | +15% | 10k | 290.06 |
|
Pgim Short Duration High Yie (ISD) | 0.1 | $2.9M | NEW | 224k | 12.99 |
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.9M | 16k | 182.61 |
|
|
Hp (HPQ) | 0.1 | $2.8M | +51% | 94k | 30.26 |
|
Lockheed Martin Corporation (LMT) | 0.1 | $2.7M | +36% | 6.0k | 454.85 |
|
Ishares Tr Aggres Alloc Etf (AOA) | 0.1 | $2.7M | +2% | 37k | 73.46 |
|
UnitedHealth (UNH) | 0.1 | $2.6M | -52% | 5.3k | 494.69 |
|
Abbvie (ABBV) | 0.1 | $2.6M | +12% | 14k | 182.10 |
|
Select Sector Spdr Tr Communication (XLC) | 0.1 | $2.5M | +160% | 30k | 81.66 |
|
Garmin SHS (GRMN) | 0.1 | $2.4M | +15% | 16k | 148.87 |
|
BlackRock (BLK) | 0.1 | $2.4M | NEW | 2.8k | 833.79 |
|
Ishares Tr Global Energ Etf (IXC) | 0.1 | $2.4M | +20% | 55k | 42.95 |
|
Arista Networks (ANET) | 0.1 | $2.3M | +767% | 8.1k | 289.98 |
|
Deere & Company (DE) | 0.1 | $2.3M | +13% | 5.6k | 412.22 |
|
Allstate Corporation (ALL) | 0.1 | $2.3M | -14% | 13k | 174.00 |
|
Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $2.3M | 26k | 87.48 |
|
|
Lowe's Companies (LOW) | 0.1 | $2.3M | -5% | 9.0k | 254.74 |
|
McDonald's Corporation (MCD) | 0.1 | $2.3M | +40% | 8.2k | 281.96 |
|
General Electric Com New (GE) | 0.1 | $2.3M | -16% | 13k | 175.53 |
|
Archer Daniels Midland Company (ADM) | 0.1 | $2.2M | NEW | 36k | 62.81 |
|
MetLife (MET) | 0.1 | $2.2M | -70% | 30k | 74.11 |
|
Northrop Grumman Corporation (NOC) | 0.1 | $2.2M | +49% | 4.6k | 478.61 |
|
Ishares Tr Tips Bd Etf (TIP) | 0.1 | $2.2M | -73% | 20k | 107.41 |
|
First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $2.1M | 38k | 56.17 |
|
|
Oracle Corporation (ORCL) | 0.1 | $2.1M | -41% | 17k | 125.61 |
|
Bunge Global Sa Com Shs (BG) | 0.1 | $2.1M | NEW | 21k | 102.52 |
|
EQT Corporation (EQT) | 0.1 | $2.1M | +116% | 58k | 37.07 |
|
Consolidated Edison (ED) | 0.1 | $2.1M | +62% | 24k | 90.81 |
|
Select Sector Spdr Tr Financial (XLF) | 0.1 | $2.1M | 50k | 42.12 |
|
|
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $2.1M | +12% | 37k | 57.86 |
|
AFLAC Incorporated (AFL) | 0.1 | $2.1M | +2% | 25k | 85.86 |
|
Jabil Circuit (JBL) | 0.1 | $2.1M | NEW | 16k | 133.95 |
|
Kraft Heinz (KHC) | 0.1 | $2.1M | +15% | 56k | 36.90 |
|
Paccar (PCAR) | 0.1 | $2.1M | -13% | 17k | 123.89 |
|
AeroVironment (AVAV) | 0.1 | $2.1M | +69% | 14k | 153.28 |
|
Take-Two Interactive Software (TTWO) | 0.1 | $2.0M | +127% | 14k | 148.49 |
|
Lennar Corp Cl A (LEN) | 0.1 | $2.0M | NEW | 12k | 171.98 |
|
Ishares Tr Us Infrastruc (IFRA) | 0.1 | $2.0M | -7% | 47k | 43.36 |
|
Nextera Energy (NEE) | 0.1 | $2.0M | +33% | 32k | 63.91 |
|
Atmos Energy Corporation (ATO) | 0.1 | $2.0M | +99% | 17k | 118.87 |
|
Ishares Tr Faln Angls Usd (FALN) | 0.1 | $2.0M | 74k | 26.86 |
|
|
AmerisourceBergen (COR) | 0.1 | $1.9M | -10% | 7.7k | 242.99 |
|
Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $1.8M | +37% | 29k | 61.56 |
|
Progressive Corporation (PGR) | 0.1 | $1.8M | NEW | 8.7k | 206.82 |
|
Extra Space Storage (EXR) | 0.1 | $1.8M | -22% | 12k | 147.00 |
|
Vici Pptys (VICI) | 0.1 | $1.8M | +146% | 60k | 30.18 |
|
AvalonBay Communities (AVB) | 0.1 | $1.8M | NEW | 9.6k | 187.26 |
|
Mastercard Incorporated Cl A (MA) | 0.1 | $1.8M | +22% | 3.7k | 481.53 |
|
McKesson Corporation (MCK) | 0.1 | $1.8M | +22% | 3.3k | 537.52 |
|
Roper Industries (ROP) | 0.1 | $1.8M | +6% | 3.1k | 560.84 |
|
FedEx Corporation (FDX) | 0.1 | $1.7M | 6.0k | 291.01 |
|
|
CBOE Holdings (CBOE) | 0.1 | $1.7M | NEW | 9.5k | 183.73 |
|
Altria (MO) | 0.1 | $1.7M | +47% | 38k | 44.60 |
|
Cadence Design Systems (CDNS) | 0.1 | $1.7M | NEW | 5.4k | 311.28 |
|
Coinbase Global Com Cl A (COIN) | 0.1 | $1.7M | -15% | 6.3k | 265.12 |
|
Pepsi (PEP) | 0.1 | $1.7M | 9.4k | 176.41 |
|
|
Martin Marietta Materials (MLM) | 0.1 | $1.7M | NEW | 2.7k | 613.94 |
|
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $1.6M | +312% | 20k | 76.36 |
|
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $1.5M | +24% | 3.0k | 522.88 |
|
United Rentals (URI) | 0.1 | $1.5M | 2.1k | 721.11 |
|
|
Bank of America Corporation (BAC) | 0.1 | $1.5M | -73% | 40k | 37.92 |
|
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $1.5M | -52% | 8.1k | 183.89 |
|
Abbott Laboratories (ABT) | 0.1 | $1.5M | +295% | 13k | 113.66 |
|
First Solar (FSLR) | 0.1 | $1.5M | +108% | 8.8k | 168.80 |
|
CVS Caremark Corporation (CVS) | 0.1 | $1.5M | NEW | 19k | 79.76 |
|
Rio Tinto Sponsored Adr (RIO) | 0.1 | $1.5M | 22k | 66.32 |
|
|
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $1.4M | +218% | 22k | 65.87 |
|
Albemarle Corporation (ALB) | 0.1 | $1.4M | +23% | 10k | 132.14 |
|
Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $1.3M | NEW | 81k | 16.34 |
|
Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $1.3M | NEW | 14k | 92.89 |
|
S&p Global (SPGI) | 0.1 | $1.3M | 3.0k | 425.45 |
|
|
Uber Technologies (UBER) | 0.1 | $1.3M | +46% | 17k | 76.99 |
|
Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $1.2M | NEW | 15k | 79.83 |
|
Constellation Brands Cl A (STZ) | 0.1 | $1.2M | 4.5k | 271.76 |
|
|
Unity Software (U) | 0.1 | $1.2M | +71% | 45k | 26.70 |
|
Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.2M | -77% | 12k | 97.94 |
|
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $1.1M | -2% | 23k | 47.89 |
|
Airbnb Com Cl A (ABNB) | 0.1 | $1.1M | +17% | 6.7k | 164.96 |
|
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $1.1M | -27% | 18k | 60.42 |
|
Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $1.1M | -5% | 15k | 73.04 |
|
Block Cl A (SQ) | 0.1 | $1.1M | -13% | 13k | 84.58 |
|
Pfizer (PFE) | 0.1 | $1.1M | +62% | 39k | 27.75 |
|
Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $1.1M | NEW | 27k | 39.81 |
|
Ishares Tr Ishares Biotech (IBB) | 0.1 | $1.1M | +14% | 7.8k | 137.22 |
|
Zoom Video Communications In Cl A (ZM) | 0.1 | $1.0M | +189% | 16k | 65.37 |
|
Alnylam Pharmaceuticals (ALNY) | 0.1 | $1.0M | +147% | 6.9k | 149.45 |
|
Wells Fargo & Company (WFC) | 0.1 | $1.0M | -79% | 18k | 57.96 |
|
Crown Castle Intl (CCI) | 0.1 | $998k | +239% | 9.4k | 105.83 |
|
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $997k | NEW | 9.9k | 100.54 |
|
Ishares Tr Us Home Cons Etf (ITB) | 0.1 | $996k | NEW | 8.6k | 115.77 |
|
Enterprise Products Partners (EPD) | 0.0 | $991k | NEW | 34k | 29.18 |
|
Wal-Mart Stores (WMT) | 0.0 | $986k | +19% | 16k | 60.37 |
|
RadNet (RDNT) | 0.0 | $973k | 20k | 48.66 |
|
|
Snap Cl A (SNAP) | 0.0 | $970k | +50% | 85k | 11.48 |
|
Cloudflare Cl A Com (NET) | 0.0 | $968k | 10k | 96.83 |
|
|
Simon Property (SPG) | 0.0 | $957k | -2% | 6.1k | 156.49 |
|
Monolithic Power Systems (MPWR) | 0.0 | $927k | +14% | 1.4k | 678.62 |
|
Etf Ser Solutions Us Glb Jets (JETS) | 0.0 | $907k | +24% | 43k | 21.01 |
|
Boyd Gaming Corporation (BYD) | 0.0 | $898k | 13k | 67.49 |
|
|
Kinder Morgan (KMI) | 0.0 | $898k | +49% | 49k | 18.34 |
|
Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $890k | 17k | 53.10 |
|
|
Tractor Supply Company (TSCO) | 0.0 | $873k | +25% | 3.3k | 261.74 |
|
Chipotle Mexican Grill (CMG) | 0.0 | $872k | 300.00 | 2906.77 |
|
|
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $869k | 2.5k | 344.24 |
|
|
Peak (DOC) | 0.0 | $868k | +24% | 46k | 18.75 |
|
Viatris (VTRS) | 0.0 | $866k | +342% | 73k | 11.94 |
|
Oneok (OKE) | 0.0 | $865k | +140% | 11k | 80.17 |
|
Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $853k | NEW | 46k | 18.38 |
|
Ehang Hldgs Ads (EH) | 0.0 | $853k | +288% | 42k | 20.57 |
|
Danaher Corporation (DHR) | 0.0 | $853k | 3.4k | 249.99 |
|
|
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $837k | +387% | 14k | 60.74 |
|
Icon SHS (ICLR) | 0.0 | $829k | +199% | 2.5k | 335.95 |
|
J P Morgan Exchange Traded F Us Value Factr (JVAL) | 0.0 | $826k | NEW | 20k | 41.62 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $818k | +36% | 4.8k | 169.38 |
|
Verrica Pharmaceuticals (VRCA) | 0.0 | $817k | 138k | 5.92 |
|
|
Dominion Resources (D) | 0.0 | $799k | NEW | 16k | 49.19 |
|
Waste Management (WM) | 0.0 | $777k | 3.6k | 213.15 |
|
|
First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.0 | $764k | NEW | 4.0k | 190.68 |
|
Cleanspark Com New (CLSK) | 0.0 | $760k | -23% | 36k | 21.21 |
|
Lululemon Athletica (LULU) | 0.0 | $759k | +17% | 1.9k | 390.65 |
|
Realty Income (O) | 0.0 | $757k | -2% | 14k | 54.36 |
|
Spdr Gold Tr Gold Shs (GLD) | 0.0 | $750k | NEW | 3.6k | 205.72 |
|
Schwab Charles Family Amt Tax Free Mny (SCTXX) | 0.0 | $750k | -37% | 750k | 1.00 |
|
Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.0 | $736k | -41% | 17k | 42.57 |
|
Ptc (PTC) | 0.0 | $733k | +13% | 3.9k | 188.94 |
|
Hilton Grand Vacations (HGV) | 0.0 | $729k | 16k | 47.21 |
|
|
Marriott Intl Cl A (MAR) | 0.0 | $726k | +37% | 2.9k | 252.31 |
|
Ishares Tr Modert Alloc Etf (AOM) | 0.0 | $723k | +5% | 17k | 42.78 |
|
Teledyne Technologies Incorporated (TDY) | 0.0 | $722k | +212% | 1.7k | 429.32 |
|
Park National Corporation (PRK) | 0.0 | $713k | 5.3k | 135.85 |
|
|
Msci (MSCI) | 0.0 | $702k | +4% | 1.3k | 560.45 |
|
Royal Caribbean Cruises (RCL) | 0.0 | $701k | NEW | 5.0k | 139.01 |
|
Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $699k | +129% | 10k | 68.16 |
|
Analog Devices (ADI) | 0.0 | $689k | -3% | 3.5k | 197.79 |
|
Bruker Corporation (BRKR) | 0.0 | $689k | NEW | 7.3k | 93.94 |
|
Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $688k | 8.9k | 77.52 |
|
|
Kimco Realty Corporation (KIM) | 0.0 | $656k | NEW | 33k | 19.61 |
|
Leidos Holdings (LDOS) | 0.0 | $654k | NEW | 5.0k | 131.09 |
|
Citigroup Com New (C) | 0.0 | $645k | -86% | 10k | 63.24 |
|
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $640k | 42k | 15.21 |
|
|
Novo-nordisk A S Adr (NVO) | 0.0 | $636k | +16% | 4.9k | 129.34 |
|
Southern Company (SO) | 0.0 | $633k | +2% | 8.8k | 71.74 |
|
Xerox Holdings Corp Com New (XRX) | 0.0 | $632k | +30% | 35k | 18.15 |
|
Marathon Digital Holdings In (MARA) | 0.0 | $624k | NEW | 28k | 22.58 |
|
Roku Com Cl A (ROKU) | 0.0 | $597k | +77% | 9.2k | 65.17 |
|
4068594 Enphase Energy (ENPH) | 0.0 | $592k | NEW | 4.9k | 120.98 |
|
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $591k | +25% | 2.5k | 235.82 |
|
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $584k | 5.3k | 110.52 |
|
|
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $575k | 8.9k | 64.40 |
|
|
Synopsys (SNPS) | 0.0 | $572k | +66% | 1.0k | 571.50 |
|
Vulcan Materials Company (VMC) | 0.0 | $561k | +2% | 2.1k | 272.92 |
|
Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $558k | +8% | 43k | 12.93 |
|
Kraneshares Trust Kfa Mount Lucas (KMLM) | 0.0 | $554k | 19k | 29.89 |
|
|
Fidelity National Information Services (FIS) | 0.0 | $546k | 7.4k | 74.18 |
|
|
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.0 | $530k | NEW | 12k | 44.21 |
|
Sherwin-Williams Company (SHW) | 0.0 | $530k | +5% | 1.5k | 347.33 |
|
Phillips 66 (PSX) | 0.0 | $527k | -95% | 3.2k | 163.36 |
|
Pioneer Natural Resources (PXD) | 0.0 | $525k | -13% | 2.0k | 262.50 |
|
Key (KEY) | 0.0 | $524k | -2% | 33k | 15.81 |
|
Oceaneering International (OII) | 0.0 | $516k | NEW | 22k | 23.40 |
|
Palantir Technologies Cl A (PLTR) | 0.0 | $513k | +54% | 22k | 23.01 |
|
Uipath Cl A (PATH) | 0.0 | $512k | +46% | 23k | 22.67 |
|
Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $512k | -93% | 10k | 50.69 |
|
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $512k | -9% | 12k | 42.13 |
|
FactSet Research Systems (FDS) | 0.0 | $510k | NEW | 1.1k | 454.39 |
|
Public Service Enterprise (PEG) | 0.0 | $505k | +15% | 7.6k | 66.78 |
|
J.B. Hunt Transport Services (JBHT) | 0.0 | $502k | NEW | 2.5k | 199.25 |
|
Raytheon Technologies Corp (RTX) | 0.0 | $498k | +4% | 5.1k | 97.53 |
|
Broadstone Net Lease (BNL) | 0.0 | $496k | NEW | 31k | 15.96 |
|
Ambarella SHS (AMBA) | 0.0 | $491k | NEW | 9.7k | 50.77 |
|
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) | 0.0 | $489k | +27% | 17k | 28.07 |
|
Union Pacific Corporation (UNP) | 0.0 | $487k | -33% | 2.0k | 245.97 |
|
Servicenow (NOW) | 0.0 | $485k | NEW | 636.00 | 762.40 |
|
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.0 | $479k | -96% | 5.4k | 89.20 |
|
Twilio Cl A (TWLO) | 0.0 | $478k | +75% | 7.8k | 61.15 |
|
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $473k | +50% | 27k | 17.32 |
|
3-d Sys Corp Del Com New (DDD) | 0.0 | $463k | NEW | 104k | 4.44 |
|
Freeport-mcmoran CL B (FCX) | 0.0 | $460k | -29% | 9.8k | 47.02 |
|
Shell Spon Ads (SHEL) | 0.0 | $457k | +2% | 6.8k | 67.04 |
|
Draftkings Com Cl A (DKNG) | 0.0 | $451k | -11% | 9.9k | 45.41 |
|
Huntington Bancshares Incorporated (HBAN) | 0.0 | $451k | -2% | 32k | 14.04 |
|
Select Sector Spdr Tr Indl (XLI) | 0.0 | $450k | -67% | 3.6k | 125.96 |
|
Ishares Tr Core Div Grwth (DGRO) | 0.0 | $446k | 7.7k | 58.06 |
|
|
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $434k | -5% | 1.3k | 346.61 |
|
Robinhood Mkts Com Cl A (HOOD) | 0.0 | $430k | +92% | 21k | 20.13 |
|
Roblox Corp Cl A (RBLX) | 0.0 | $424k | +41% | 11k | 38.18 |
|
Prudential Financial (PRU) | 0.0 | $409k | NEW | 3.5k | 117.40 |
|
Verisign (VRSN) | 0.0 | $408k | NEW | 2.2k | 189.51 |
|
Sabra Health Care REIT (SBRA) | 0.0 | $404k | -4% | 27k | 14.77 |
|
Steel Dynamics (STLD) | 0.0 | $400k | -85% | 2.7k | 148.69 |
|
Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $395k | 9.7k | 40.90 |
|
|
Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $388k | -14% | 4.1k | 95.20 |
|
Nio Spon Ads (NIO) | 0.0 | $387k | +7% | 86k | 4.50 |
|
Regeneron Pharmaceuticals (REGN) | 0.0 | $385k | NEW | 400.00 | 962.49 |
|
Ishares Tr Short Treas Bd (SHV) | 0.0 | $385k | +2% | 3.5k | 110.54 |
|
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $383k | NEW | 7.1k | 54.24 |
|
Ares Capital Corporation (ARCC) | 0.0 | $378k | NEW | 18k | 20.82 |
|
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $374k | NEW | 4.1k | 91.81 |
|
Parker-Hannifin Corporation (PH) | 0.0 | $374k | 672.00 | 555.79 |
|
|
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) | 0.0 | $372k | -23% | 3.9k | 94.89 |
|
Starwood Property Trust (STWD) | 0.0 | $369k | NEW | 18k | 20.81 |
|
Vanguard World Energy Etf (VDE) | 0.0 | $361k | -21% | 2.7k | 131.70 |
|
Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $361k | +24% | 8.5k | 42.55 |
|
Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $359k | 11k | 32.23 |
|
|
Pacific Biosciences of California (PACB) | 0.0 | $355k | NEW | 95k | 3.75 |
|
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $354k | -7% | 1.8k | 191.88 |
|
First Tr Exchange-traded Ft Vest Ris (RDVI) | 0.0 | $354k | NEW | 15k | 24.48 |
|
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.0 | $353k | 15k | 23.89 |
|
|
Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $348k | 4.0k | 86.47 |
|
|
Glaukos (GKOS) | 0.0 | $343k | NEW | 3.6k | 94.29 |
|
Paypal Holdings (PYPL) | 0.0 | $341k | -8% | 5.1k | 66.99 |
|
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $333k | +6% | 4.6k | 73.15 |
|
D.R. Horton (DHI) | 0.0 | $329k | 2.0k | 164.55 |
|
|
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 0.0 | $326k | -25% | 13k | 24.60 |
|
Kroger (KR) | 0.0 | $323k | -6% | 5.7k | 57.13 |
|
Charles Schwab Corporation (SCHW) | 0.0 | $323k | -15% | 4.5k | 72.34 |
|
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $318k | -7% | 1.2k | 260.72 |
|
Automatic Data Processing (ADP) | 0.0 | $318k | -96% | 1.3k | 251.10 |
|
TJX Companies (TJX) | 0.0 | $317k | 3.1k | 101.42 |
|
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $316k | +9% | 2.3k | 136.55 |
|
Owl Rock Capital Corporation (OBDC) | 0.0 | $314k | NEW | 20k | 15.68 |
|
Ross Stores (ROST) | 0.0 | $312k | 2.1k | 146.76 |
|
|
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $311k | +19% | 6.1k | 51.06 |
|
Align Technology (ALGN) | 0.0 | $306k | NEW | 933.00 | 327.92 |
|
Moderna (MRNA) | 0.0 | $302k | 2.8k | 106.56 |
|
|
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $294k | -96% | 2.6k | 114.96 |
|
Toll Brothers (TOL) | 0.0 | $294k | NEW | 2.3k | 129.40 |
|
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $292k | -85% | 2.6k | 110.49 |
|
Occidental Petroleum Corporation (OXY) | 0.0 | $290k | NEW | 4.5k | 65.05 |
|
Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $289k | 4.6k | 62.34 |
|
|
Arthur J. Gallagher & Co. (AJG) | 0.0 | $288k | 1.2k | 250.04 |
|
|
EXACT Sciences Corporation (EXAS) | 0.0 | $287k | NEW | 4.2k | 69.06 |
|
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $287k | NEW | 4.5k | 63.17 |
|
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $287k | -19% | 4.0k | 70.88 |
|
Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $286k | NEW | 9.2k | 31.15 |
|
Lincoln National Corporation (LNC) | 0.0 | $285k | +3% | 8.9k | 31.93 |
|
Assurant (AIZ) | 0.0 | $282k | 1.5k | 188.24 |
|
|
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $281k | NEW | 5.6k | 50.45 |
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $279k | +4% | 1.6k | 179.11 |
|
Illinois Tool Works (ITW) | 0.0 | $276k | -4% | 1.0k | 269.70 |
|
Ishares Bitcoin Tr SHS | 0.0 | $272k | NEW | 6.7k | 40.47 |
|
Micron Technology (MU) | 0.0 | $272k | -39% | 2.3k | 118.00 |
|
Bristol Myers Squibb (BMY) | 0.0 | $272k | NEW | 5.0k | 54.23 |
|
Kinsale Cap Group (KNSL) | 0.0 | $266k | NEW | 506.00 | 524.74 |
|
Rivian Automotive Com Cl A (RIVN) | 0.0 | $265k | NEW | 24k | 10.95 |
|
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $263k | -10% | 4.0k | 65.66 |
|
Edwards Lifesciences (EW) | 0.0 | $261k | 2.7k | 95.55 |
|
|
Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $261k | -77% | 1.2k | 224.99 |
|
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $254k | -92% | 6.2k | 40.71 |
|
Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $252k | 2.1k | 117.21 |
|
|
Check Point Software Tech Lt Ord (CHKP) | 0.0 | $251k | NEW | 1.5k | 164.01 |
|
Expedia Group Com New (EXPE) | 0.0 | $250k | NEW | 1.8k | 137.75 |
|
Beam Therapeutics (BEAM) | 0.0 | $248k | NEW | 7.5k | 33.04 |
|
Kkr & Co (KKR) | 0.0 | $248k | 2.5k | 100.60 |
|
|
Appfolio Com Cl A (APPF) | 0.0 | $247k | NEW | 1.0k | 246.74 |
|
Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $241k | NEW | 5.1k | 47.46 |
|
Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $241k | -87% | 4.8k | 50.08 |
|
Genuine Parts Company (GPC) | 0.0 | $240k | 1.5k | 156.01 |
|
|
Cooper Cos (COO) | 0.0 | $237k | NEW | 2.3k | 101.46 |
|
Hercules Technology Growth Capital (HTGC) | 0.0 | $234k | NEW | 13k | 18.45 |
|
Moody's Corporation (MCO) | 0.0 | $234k | NEW | 595.00 | 393.03 |
|
Universal Corporation (UVV) | 0.0 | $229k | 4.4k | 51.72 |
|
|
Intellia Therapeutics (NTLA) | 0.0 | $229k | NEW | 8.3k | 27.51 |
|
Sandy Spring Ban (SASR) | 0.0 | $228k | +22% | 9.8k | 23.18 |
|
Stryker Corporation (SYK) | 0.0 | $228k | NEW | 635.00 | 358.67 |
|
The Trade Desk Com Cl A (TTD) | 0.0 | $227k | NEW | 2.6k | 87.42 |
|
Northwest Bancshares (NWBI) | 0.0 | $227k | +4% | 19k | 11.65 |
|
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $223k | 2.0k | 114.14 |
|
|
First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.0 | $220k | NEW | 4.1k | 53.71 |
|
Leggett & Platt (LEG) | 0.0 | $220k | NEW | 11k | 19.61 |
|
Hldgs (UAL) | 0.0 | $219k | NEW | 4.6k | 47.88 |
|
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.0 | $219k | -90% | 4.3k | 51.36 |
|
BioMarin Pharmaceutical (BMRN) | 0.0 | $218k | +10% | 2.5k | 87.34 |
|
Copart (CPRT) | 0.0 | $218k | NEW | 3.8k | 57.92 |
|
Ishares Tr Global Tech Etf (IXN) | 0.0 | $216k | -6% | 2.9k | 74.81 |
|
Pacific Premier Ban (PPBI) | 0.0 | $216k | 9.0k | 24.00 |
|
|
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $214k | NEW | 2.3k | 91.25 |
|
Teladoc (TDOC) | 0.0 | $212k | -7% | 14k | 15.10 |
|
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $212k | NEW | 2.3k | 92.72 |
|
Cogent Communications Hldgs Com New (CCOI) | 0.0 | $211k | -6% | 3.2k | 66.30 |
|
Axon Enterprise (AXON) | 0.0 | $209k | NEW | 668.00 | 312.88 |
|
Kennedy-Wilson Holdings (KW) | 0.0 | $208k | NEW | 24k | 8.82 |
|
MercadoLibre (MELI) | 0.0 | $207k | 137.00 | 1511.96 |
|
|
Nu Skin Enterprises Cl A (NUS) | 0.0 | $207k | NEW | 15k | 13.83 |
|
Anthem (ELV) | 0.0 | $204k | NEW | 394.00 | 518.54 |
|
Paycom Software (PAYC) | 0.0 | $203k | NEW | 1.0k | 199.01 |
|
Arbor Realty Trust (ABR) | 0.0 | $187k | NEW | 14k | 13.25 |
|
Barrick Gold Corp (GOLD) | 0.0 | $169k | NEW | 10k | 16.64 |
|
Coherus Biosciences (CHRS) | 0.0 | $165k | 69k | 2.39 |
|
|
Immunitybio (IBRX) | 0.0 | $141k | 26k | 5.37 |
|
|
First Fndtn (FFWM) | 0.0 | $123k | 16k | 7.55 |
|
|
Calamos Conv & High Income F Com Shs (CHY) | 0.0 | $118k | NEW | 10k | 11.81 |
|
Blackrock Tcp Cap Corp (TCPC) | 0.0 | $104k | NEW | 10k | 10.43 |
|
Pennymac Corp Note 5.500% 3/1 | 0.0 | $71k | NEW | 75k | 0.95 |
|
Genelux Corporation (GNLX) | 0.0 | $70k | 11k | 6.43 |
|
|
Hertz Global Hldgs *w Exp 06/30/205 (HTZWW) | 0.0 | $67k | 15k | 4.44 |
|
|
Kandi Technolgies (KNDI) | 0.0 | $21k | 10k | 2.12 |
|
Past Filings by SteelPeak Wealth
SEC 13F filings are viewable for SteelPeak Wealth going back to 2019
- SteelPeak Wealth 2024 Q1 filed April 18, 2024
- SteelPeak Wealth 2023 Q4 filed Jan. 24, 2024
- SteelPeak Wealth 2023 Q3 filed Nov. 3, 2023
- Steel Peak Wealth Management 2023 Q2 filed Aug. 3, 2023
- Steel Peak Wealth Management 2023 Q1 filed May 8, 2023
- Steel Peak Wealth Management 2022 Q4 filed Jan. 25, 2023
- Steel Peak Wealth Management 2022 Q3 filed Oct. 26, 2022
- Steel Peak Wealth Management 2022 Q2 filed Aug. 2, 2022
- Steel Peak Wealth Management 2022 Q1 filed May 10, 2022
- Steel Peak Wealth Management 2021 Q4 filed Jan. 31, 2022
- Steel Peak Wealth Management 2021 Q3 filed Nov. 15, 2021
- Steel Peak Wealth Management 2021 Q2 filed Aug. 13, 2021
- Steel Peak Wealth Management 2021 Q1 filed May 18, 2021
- Steel Peak Wealth Management 2020 Q4 filed Feb. 4, 2021
- Steel Peak Wealth Management 2020 Q3 filed Oct. 26, 2020
- Steel Peak Wealth Management 2020 Q2 filed July 21, 2020