Steel Peak Wealth Management LLC
CIK Number: 0001801868
Main Sectors:
Top Industries:
Filing Date: May 1, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 232.56 | +0.90% | 817.69K | -6.04% | 181.63M | 134.28 | 7.54% | Share |
| 2 | NVDA | NVIDIA Corporat... | 180.17 | -0.79% | 749.54K | +2.06% | 81.24M | 47.23 | 3.37% | Share |
| 3 | AMZN | Amazon.com, Inc... | 231.60 | +1.08% | 404.55K | +9.96% | 76.97M | 135.05 | 3.19% | Share |
| 4 | IVV | iShares Core S&... | 652.11 | +0.36% | 116.97K | -15.94% | 65.72M | 438.82 | 2.73% | Share |
| 5 | MSFT | Microsoft Corpo... | 509.64 | +0.57% | 168.99K | +20.14% | 63.44M | 309.25 | 2.63% | Share |
| 6 | IUSB | iShares Core To... | 46.43 | +0.15% | 1.34M | +9.42% | 61.58M | 47.19 | 2.56% | Share |
| 7 | GOOGL | Alphabet Inc. | 211.64 | +2.01% | 374.56K | +33.31% | 57.92M | 132.93 | 2.40% | Share |
| 8 | SPY | SPDR S&P 500 ET... | 648.86 | +0.34% | 96.04K | +8.69% | 53.88M | 421.34 | 2.24% | Share |
| 9 | META | Meta Platforms,... | 751.11 | +0.50% | 85.09K | -11.58% | 49.04M | 334.49 | 2.04% | Share |
| 10 | TSLA | Tesla, Inc. | 345.98 | -1.04% | 169.15K | +8.52% | 43.84M | 227.01 | 1.82% | Share |
| 11 | CSCO | Cisco Systems, ... | 69.43 | +1.45% | 659.72K | +7.18% | 40.71M | 50.62 | 1.69% | Share |
| 12 | VGT | Vanguard Inform... | 707.59 | +0.95% | 73.14K | +348.11% | 39.67M | 551.5 | 1.65% | Share |
| 13 | QQQ | Invesco QQQ Tru... | 577.07 | +0.62% | 81.24K | +3.33% | 38.15M | 382.34 | 1.58% | Share |
| 14 | SPYV | SPDR Portfolio ... | 54.62 | +0.07% | 718.32K | +126.71% | 36.68M | 47.18 | 1.52% | Share |
| 15 | QUAL | iShares MSCI US... | 189.66 | +0.16% | 188.97K | +21.48% | 32.29M | 138.3 | 1.34% | Share |
| 16 | PLTR | Palantir Techno... | 158.10 | +0.88% | 374.99K | +589.30% | 31.65M | 79.19 | 1.31% | Share |
| 17 | AVGO | Broadcom Inc. | 308.65 | +2.80% | 184.91K | +15.09% | 30.96M | 78.97 | 1.28% | Share |
| 18 | NFLX | Netflix, Inc. | 1231.45 | +0.65% | 32.03K | +3.07% | 29.87M | 577.48 | 1.24% | Share |
| 19 | IVW | iShares S&P 500... | 116.23 | +0.55% | 319.67K | +6.49% | 29.67M | 85.25 | 1.23% | Share |
| 20 | DYNF | BlackRock U.S. ... | 57.60 | +0.41% | 553.17K | +5.77% | 26.97M | 45.02 | 1.12% | Share |
| 21 | AMD | Advanced Micro ... | 168.58 | +0.87% | 262.34K | +11.31% | 26.95M | 151.36 | 1.12% | Share |
| 22 | TMUS | T-Mobile US, In... | 250.56 | -0.32% | 92.97K | +1.79% | 24.8M | 160.38 | 1.03% | Share |
| 23 | IVE | iShares S&P 500... | 203.78 | +0.05% | 122.75K | +53.79% | 23.39M | 187.14 | 0.97% | Share |
| 24 | CVX | Chevron Corpora... | 159.34 | +0.06% | 138.47K | +209.11% | 23.16M | 158.09 | 0.96% | Share |
| 25 | QCOM | QUALCOMM Incorp... | 160.80 | +0.64% | 143.24K | +147.95% | 22M | 147.33 | 0.91% | Share |
| 26 | DIA | SPDR Dow Jones ... | 456.84 | +0.18% | 51.46K | +6.75% | 21.65M | 382.6 | 0.90% | Share |
| 27 | EFV | iShares MSCI EA... | 67.21 | +0.34% | 337.66K | -8.29% | 19.9M | 54.85 | 0.83% | Share |
| 28 | HON | Honeywell Inter... | 221.35 | +0.05% | 90.6K | +129.27% | 19.18M | 208.96 | 0.80% | Share |
| 29 | INTU | Intuit Inc. | 668.20 | +0.76% | 29.6K | +26.98% | 18.17M | 536.74 | 0.75% | Share |
| 30 | ASTH | Astrana Health,... | 31.33 | +0.38% | 568.18K | +4.83% | 17.62M | 40.8 | 0.73% | Share |
| 31 | VZ | Verizon Communi... | 43.94 | -0.74% | 387.71K | +12.36% | 17.59M | 44.55 | 0.73% | Share |
| 32 | IWM | iShares Russell... | 236.22 | +0.12% | 83.57K | +29.80% | 16.67M | 189.07 | 0.69% | Share |
| 33 | JPM | JPMorgan Chase ... | 300.74 | +0.49% | 67.63K | +25.71% | 16.59M | 150.52 | 0.69% | Share |
| 34 | JNJ | Johnson & Johns... | 175.40 | -0.79% | 97.67K | +35.81% | 16.2M | 160.49 | 0.67% | Share |
| 35 | MBB | iShares MBS ETF | 94.35 | +0.12% | 161.45K | -9.02% | 15.14M | 95.99 | 0.63% | Share |
| 36 | ISRG | Intuitive Surgi... | 473.84 | +0.57% | 30.34K | -32.05% | 15.03M | 485.86 | 0.62% | Share |
| 37 | GILD | Gilead Sciences... | 112.56 | -1.19% | 129.19K | +142.49% | 14.48M | 103.93 | 0.60% | Share |
| 38 | PG | The Procter & G... | 155.64 | -0.84% | 76.56K | +13.17% | 13.05M | 157.8 | 0.54% | Share |
| 39 | EFG | iShares MSCI EA... | 111.93 | +0.51% | 125.73K | -39.64% | 12.57M | 95.17 | 0.52% | Share |
| 40 | RIO | Rio Tinto Group | 62.89 | +1.26% | 200.9K | +0.04% | 12.52M | 58.81 | 0.52% | Share |
| 41 | CMCSA | Comcast Corpora... | 33.57 | -0.71% | 334.45K | +6.28% | 12.34M | 37.99 | 0.51% | Share |
| 42 | BINC | Blackrock Etf T... | 53.14 | +0.08% | 234.05K | +13.62% | 12.26M | 52.77 | 0.51% | Share |
| 43 | GOOG | Alphabet Inc. | 212.37 | +2.00% | 77.56K | -11.62% | 12.12M | 102.09 | 0.50% | Share |
| 44 | T | AT&T Inc. | 28.95 | -0.36% | 415.39K | -12.37% | 11.75M | 18.88 | 0.49% | Share |
| 45 | XLK | Technology Sele... | 266.54 | +0.79% | 56.75K | +38.97% | 11.72M | 179.07 | 0.49% | Share |
| 46 | ADP | Automatic Data ... | 304.10 | +0.33% | 36.95K | -25.88% | 11.35M | 291.28 | 0.47% | Share |
| 47 | BKNG | Booking Holding... | 5651.99 | +0.65% | 2.45K | +142.53% | 11.3M | 4402.57 | 0.47% | Share |
| 48 | IEMG | iShares Core MS... | 62.38 | +0.37% | 206.58K | +73.36% | 11.15M | 52.54 | 0.46% | Share |
| 49 | TLH | iShares 10-20 Y... | 101.32 | +0.54% | 105.11K | +100.00% | 10.9M | 103.75 | 0.45% | Share |
| 50 | MRVL | Marvell Technol... | 77.23 | +3.26% | 176.04K | -3.12% | 10.84M | 59.23 | 0.45% | Share |
| 51 | BMY | Bristol-Myers S... | 46.88 | -1.56% | 173.66K | -3.57% | 10.59M | 56.56 | 0.44% | Share |
| 52 | PM | Philip Morris I... | 165.71 | +0.93% | 65.75K | -8.38% | 10.52M | 117.18 | 0.44% | Share |
| 53 | KMI | Kinder Morgan, ... | 27.00 | +0.63% | 360.1K | +552.07% | 10.27M | 26.89 | 0.43% | Share |
| 54 | VTI | Vanguard Total ... | 320.06 | +0.35% | 37.03K | -85.63% | 10.18M | 285.81 | 0.42% | Share |
| 55 | TFLR | T. Rowe Price F... | 51.48 | +0.08% | 196.79K | +28.66% | 10.04M | 51.52 | 0.42% | Share |
| 56 | IYW | iShares U.S. Te... | 184.64 | +0.98% | 70.56K | -2.37% | 9.91M | 103.75 | 0.41% | Share |
| 57 | IBM | International B... | 245.77 | +0.38% | 39.68K | -17.84% | 9.87M | 183.45 | 0.41% | Share |
| 58 | EMXC | iShares MSCI Em... | 64.27 | +0.27% | 178.23K | -6.25% | 9.82M | 58.1 | 0.41% | Share |
| 59 | INTC | Intel Corporati... | 24.93 | +0.32% | 424.04K | +3.07% | 9.63M | 33.81 | 0.40% | Share |
| 60 | EFA | iShares MSCI EA... | 92.03 | +0.38% | 117.61K | +10.57% | 9.61M | 71.67 | 0.40% | Share |
| 61 | AMGN | Amgen Inc. | 285.61 | -0.82% | 30.62K | -50.77% | 9.54M | 306.92 | 0.40% | Share |
| 62 | TXN | Texas Instrumen... | 204.09 | -0.67% | 52.63K | -29.45% | 9.46M | 171.28 | 0.39% | Share |
| 63 | MMM | 3M Company | 157.57 | +0.66% | 59.44K | +74.97% | 8.73M | 121.99 | 0.36% | Share |
| 64 | V | Visa Inc. | 349.84 | -0.15% | 24.5K | +1.40% | 8.59M | 249.39 | 0.36% | Share |
| 65 | USB | U.S. Bancorp | 48.68 | -0.16% | 197.95K | +9.79% | 8.46M | 46.93 | 0.35% | Share |
| 66 | MCD | McDonald's Corp... | 312.27 | +0.27% | 26.95K | +10.84% | 8.42M | 300.38 | 0.35% | Share |
| 67 | ADBE | Adobe Inc. | 353.96 | -0.67% | 21.8K | -0.62% | 8.36M | 522.43 | 0.35% | Share |
| 68 | GS | The Goldman Sac... | 751.12 | +0.19% | 14.77K | +53.20% | 8.07M | 417.58 | 0.34% | Share |
| 69 | MRK | Merck & Co., In... | 83.22 | -1.01% | 88.24K | +111.18% | 7.99M | 99.61 | 0.33% | Share |
| 70 | LIN | Linde plc | 482.15 | -0.12% | 17.13K | -38.12% | 7.97M | 425.52 | 0.33% | Share |
| 71 | MTUM | iShares MSCI US... | 246.34 | +0.64% | 39.28K | +49.56% | 7.94M | 205.33 | 0.33% | Share |
| 72 | HD | The Home Depot,... | 407.36 | -0.22% | 21.28K | +2.72% | 7.8M | 336.95 | 0.32% | Share |
| 73 | COST | Costco Wholesal... | 944.96 | -0.48% | 8.03K | -2.46% | 7.6M | 748.17 | 0.32% | Share |
| 74 | OEF | iShares S&P 100... | 322.18 | +0.29% | 27.44K | +100.00% | 7.43M | 270.83 | 0.31% | Share |
| 75 | XLP | Consumer Staple... | 80.26 | -0.63% | 89.58K | -5.78% | 7.32M | 78.48 | 0.30% | Share |
| 76 | MS | Morgan Stanley | 150.19 | +0.54% | 61.12K | +186.33% | 7.13M | 110.72 | 0.30% | Share |
| 77 | XLC | Communication S... | 111.62 | +0.39% | 73.4K | -3.26% | 7.08M | 96.81 | 0.29% | Share |
| 78 | PFM | Invesco Dividen... | 49.69 | +0.01% | 152.41K | +167.64% | 6.98M | 45.13 | 0.29% | Share |
| 79 | KO | The Coca-Cola C... | 68.36 | -0.68% | 96.64K | +13.79% | 6.97M | 62.62 | 0.29% | Share |
| 80 | EEM | iShares MSCI Em... | 50.11 | +0.40% | 153.56K | -9.63% | 6.71M | 42.27 | 0.28% | Share |
| 81 | BA | The Boeing Comp... | 236.19 | +0.24% | 39.29K | +16.89% | 6.7M | 201.25 | 0.28% | Share |
| 82 | XLU | Utilities Selec... | 84.65 | -0.74% | 84.39K | -15.19% | 6.65M | 75.01 | 0.28% | Share |
| 83 | IAU | iShares Gold Tr... | 64.47 | +0.73% | 112.63K | +133.84% | 6.64M | 54.92 | 0.28% | Share |
| 84 | EOG | EOG Resources, ... | 124.36 | +1.20% | 50.94K | +100.00% | 6.53M | 128.24 | 0.27% | Share |
| 85 | CRWD | CrowdStrike Hol... | 442.00 | +4.59% | 18.37K | +25.71% | 6.48M | 254.79 | 0.27% | Share |
| 86 | TRV | The Travelers C... | 270.35 | -0.68% | 24.46K | +82.91% | 6.47M | 247.21 | 0.27% | Share |
| 87 | SCHW | The Charles Sch... | 97.13 | +0.26% | 75.84K | -2.11% | 5.94M | 72.67 | 0.25% | Share |
| 88 | XLF | Financial Selec... | 53.86 | +0.15% | 118.4K | +132.68% | 5.9M | 42.88 | 0.24% | Share |
| 89 | CRM | Salesforce, Inc... | 254.55 | +1.76% | 21.66K | +27.60% | 5.81M | 201.89 | 0.24% | Share |
| 90 | ACWI | iShares MSCI AC... | 134.22 | +0.40% | 48.43K | +100.00% | 5.64M | 116.39 | 0.23% | Share |
| 91 | PFE | Pfizer Inc. | 24.61 | -1.83% | 221.06K | +1.1K% | 5.6M | 25.78 | 0.23% | Share |
| 92 | TFLO | iShares Treasur... | 50.60 | +0.02% | 107.67K | +11.84% | 5.45M | 50.62 | 0.23% | Share |
| 93 | AMAT | Applied Materia... | 165.27 | +0.54% | 36.7K | -43.59% | 5.33M | 145.39 | 0.22% | Share |
| 94 | UPS | United Parcel S... | 87.24 | -0.71% | 45.63K | +896.22% | 5.02M | 112.77 | 0.21% | Share |
| 95 | DUK | Duke Energy Cor... | 122.39 | -1.04% | 40.29K | +41.54% | 4.91M | 117.26 | 0.20% | Share |
| 96 | BX | Blackstone Inc. | 172.05 | +0.24% | 34.99K | -0.13% | 4.89M | 86.72 | 0.20% | Share |
| 97 | EMB | iShares J.P. Mo... | 94.26 | +0.59% | 53.35K | +29.07% | 4.83M | 91.74 | 0.20% | Share |
| 98 | CAT | Caterpillar Inc... | 435.10 | +0.56% | 14K | -6.1% | 4.62M | 289.69 | 0.19% | Share |
| 99 | XOM | Exxon Mobil Cor... | 113.37 | +0.55% | 38.72K | +26.63% | 4.61M | 111.7 | 0.19% | Share |
| 100 | VLO | Valero Energy C... | 151.18 | +0.27% | 34.65K | +295.90% | 4.58M | 135.83 | 0.19% | Share |
| 101 | SHOP | Shopify Inc. | 141.54 | +1.18% | 46.3K | +10.79% | 4.42M | 64.4 | 0.18% | Share |
| 102 | ABBV | AbbVie Inc. | 207.92 | -0.07% | 20.76K | +18.10% | 4.35M | 161.52 | 0.18% | Share |
| 103 | LLY | Eli Lilly and C... | 732.20 | -0.27% | 5.26K | -5.56% | 4.35M | 558.47 | 0.18% | Share |
| 104 | ASML | ASML Holding N.... | 763.46 | -0.85% | 6.39K | +45.52% | 4.23M | 691.86 | 0.18% | Share |
| 105 | UBER | Uber Technologi... | 95.97 | +0.68% | 57.34K | +9.61% | 4.18M | 67.25 | 0.17% | Share |
| 106 | GOVT | iShares U.S. Tr... | 23.00 | +0.15% | 181.13K | +4.67% | 4.16M | 24.14 | 0.17% | Share |
| 107 | C | Citigroup Inc. | 96.83 | -0.05% | 58.23K | +100.00% | 4.13M | 70.99 | 0.17% | Share |
| 108 | AMLP | Alerian MLP ETF | 48.46 | +0.54% | 79.38K | +11.94% | 4.12M | 47.97 | 0.17% | Share |
| 109 | PSX | Phillips 66 | 132.86 | +0.18% | 33.36K | +100.00% | 4.12M | 123.48 | 0.17% | Share |
| 110 | DE | Deere & Company | 491.81 | -0.26% | 8.49K | -23.93% | 4M | 390.24 | 0.17% | Share |
| 111 | HEFA | iShares Currenc... | 39.03 | +0.15% | 108.11K | +100.00% | 3.92M | 36.29 | 0.16% | Share |
| 112 | HLF | Herbalife Nutri... | 9.18 | -3.22% | 450K | 0.00% | 3.88M | 19.89 | 0.16% | Share |
| 113 | PNC | The PNC Financi... | 205.69 | -0.17% | 21.3K | +34.72% | 3.74M | 137.11 | 0.16% | Share |
| 114 | TFC | Truist Financia... | 46.81 | +0.06% | 89.9K | +14.76% | 3.7M | 37.14 | 0.15% | Share |
| 115 | LMT | Lockheed Martin... | 456.03 | +0.34% | 8.2K | -2.67% | 3.66M | 463.64 | 0.15% | Share |
| 116 | MET | MetLife, Inc. | 80.82 | -0.36% | 42.38K | +147.07% | 3.4M | 74.11 | 0.14% | Share |
| 117 | DFS | Discover Financ... | 200.05 | -0.21% | 19.84K | +100.00% | 3.39M | 170.7 | 0.14% | Share |
| 118 | MUB | iShares Nationa... | 104.50 | +0.05% | 30.75K | +0.84% | 3.24M | 111.77 | 0.13% | Share |
| 119 | MAR | Marriott Intern... | 270.25 | +0.22% | 13.27K | +53.83% | 3.16M | 244.82 | 0.13% | Share |
| 120 | UNH | UnitedHealth Gr... | 302.31 | -0.52% | 5.97K | +109.88% | 3.13M | 512.02 | 0.13% | Share |
| 121 | CMF | iShares Califor... | 55.80 | -0.04% | 55.45K | -1.99% | 3.12M | 60.01 | 0.13% | Share |
| 122 | AOA | iShares Core Ag... | 86.04 | +0.29% | 40.77K | -0.07% | 3.12M | 58.98 | 0.13% | Share |
| 123 | LRCX | Lam Research Co... | 104.09 | +0.41% | 42.06K | +0.42% | 3.07M | 72.23 | 0.13% | Share |
| 124 | AIG | American Intern... | 81.63 | -0.71% | 35.19K | +120.81% | 3.06M | 74.52 | 0.13% | Share |
| 125 | MO | Altria Group, I... | 66.41 | +0.01% | 49.16K | -69.76% | 3M | 45.42 | 0.12% | Share |
| 126 | SUB | iShares Short-T... | 107.01 | 0.00% | 27.85K | +3.35% | 2.94M | 105.49 | 0.12% | Share |
| 127 | VTEB | Vanguard Tax-Ex... | 49.02 | +0.03% | 59.12K | -1.24% | 2.93M | 51.37 | 0.12% | Share |
| 128 | LDOS | Leidos Holdings... | 181.17 | -1.21% | 21.56K | +1.06K% | 2.91M | 134.55 | 0.12% | Share |
| 129 | VOO | Vanguard S&P 50... | 596.59 | +0.37% | 5.62K | -68.46% | 2.89M | 512.16 | 0.12% | Share |
| 130 | BRO | Brown & Brown, ... | 96.20 | +0.10% | 23.15K | +100.00% | 2.88M | 124.4 | 0.12% | Share |
| 131 | SBUX | Starbucks Corpo... | 88.02 | +0.41% | 28.82K | +53.90% | 2.83M | 93.97 | 0.12% | Share |
| 132 | MA | Mastercard Inco... | 590.46 | -0.03% | 5.05K | -2.36% | 2.77M | 411.44 | 0.11% | Share |
| 133 | PWZ | Invesco Califor... | 23.14 | +0.11% | 112.69K | +29.82% | 2.69M | 25.16 | 0.11% | Share |
| 134 | PZA | Invesco Nationa... | 22.23 | +0.16% | 115.57K | -1.74% | 2.66M | 24.55 | 0.11% | Share |
| 135 | TFI | SPDR Nuveen Blo... | 44.72 | -0.03% | 59.01K | +52.23% | 2.66M | 46.35 | 0.11% | Share |
| 136 | ITM | VanEck Intermed... | 45.70 | -0.04% | 58.39K | +17.94% | 2.66M | 46.41 | 0.11% | Share |
| 137 | HIG | The Hartford Fi... | 132.19 | -0.66% | 21.27K | +107.93% | 2.64M | 107.16 | 0.11% | Share |
| 138 | ICVT | iShares Convert... | 94.55 | +0.81% | 31.27K | +13.96% | 2.61M | 81.7 | 0.11% | Share |
| 139 | DRI | Darden Restaura... | 206.81 | +0.27% | 12.58K | +100.00% | 2.61M | 207.76 | 0.11% | Share |
| 140 | FMB | First Trust Man... | 49.75 | -0.02% | 51.68K | +100.00% | 2.61M | 50.42 | 0.11% | Share |
| 141 | SHM | SPDR Nuveen Blo... | 48.22 | -0.1% | 54.69K | -3.25% | 2.6M | 47.28 | 0.11% | Share |
| 142 | QQQJ | Invesco NASDAQ ... | 34.76 | +0.32% | 89.41K | +4.07% | 2.59M | 30.81 | 0.11% | Share |
| 143 | EQR | Equity Resident... | 65.30 | +0.25% | 35.7K | +100.00% | 2.58M | 71.58 | 0.11% | Share |
| 144 | DLTR | Dollar Tree, In... | 112.50 | -0.32% | 33.86K | +100.00% | 2.54M | 75.07 | 0.11% | Share |
| 145 | ANET | Arista Networks... | 136.23 | +2.22% | 32.63K | +22.37% | 2.53M | 104.49 | 0.10% | Share |
| 146 | BAC | Bank of America... | 50.52 | +0.28% | 59.69K | +6.23% | 2.49M | 34.41 | 0.10% | Share |
| 147 | DGX | Quest Diagnosti... | 179.12 | -0.36% | 14.69K | +100.00% | 2.49M | 169.2 | 0.10% | Share |
| 148 | CAH | Cardinal Health... | 149.54 | +0.20% | 17.99K | +100.00% | 2.48M | 137.77 | 0.10% | Share |
| 149 | JEPI | JPMorgan Equity... | 57.19 | +0.10% | 42.5K | +1.54% | 2.43M | 58.59 | 0.10% | Share |
| 150 | PANW | Palo Alto Netwo... | 191.02 | +1.82% | 14.18K | +9.75% | 2.42M | 125.18 | 0.10% | Share |