SteelPeak Wealth, LLC Q1 2025 Filing

Filed May 1, 2025

Portfolio Value

$2.4B

Holdings

486

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (486 positions)

StockValue
VLOVALERO ENERGY CORP
$4.6M
CATCATERPILLAR INC
$4.6M
XOMEXXON MOBIL CORP
$4.6M
SHOPSHOPIFY INC
$4.4M
LLYELI LILLY & CO
$4.3M
ASMLASML HOLDING N V
$4.2M
PSXPHILLIPS 66
$4.2M
UBERUBER TECHNOLOGIES INC
$4.2M
AQLTISHARES TR
$4.2M
TRVCCITIGROUP INC
$4.1M
AMLPALPS ETF TR
$4.1M
DEDEERE & CO
$4.0M
HEFAISHARES TR
$3.9M
HLFHERBALIFE LTD
$3.9M
PNCPNC FINL SVCS GROUP INC
$3.7M
LMTLOCKHEED MARTIN CORP
$3.7M
TFCTRUIST FINL CORP
$3.7M
METMETLIFE INC
$3.5M
DFSEURDISCOVER FINL SVCS
$3.4M
MUBISHARES TR
$3.2M
MARMARRIOTT INTL INC NEW
$3.2M
AIGAMERICAN INTL GROUP INC
$3.1M
UNHUNITEDHEALTH GROUP INC
$3.1M
CMFISHARES TR
$3.1M
AOAISHARES TR
$3.1M
LRCXLAM RESEARCH CORP
$3.1M
MOALTRIA GROUP INC
$3.0M
SUBISHARES TR
$2.9M
VTEBVANGUARD MUN BD FDS
$2.9M
LDOSLEIDOS HOLDINGS INC
$2.9M
VOOVANGUARD INDEX FDS
$2.9M
BROBROWN & BROWN INC
$2.9M
SBUXSTARBUCKS CORP
$2.8M
MAMASTERCARD INCORPORATED
$2.8M
HIGHARTFORD INSURANCE GROUP INC
$2.7M
VTECVANGUARD CALIF TAX FREE FDS
$2.7M
PWZINVESCO EXCH TRADED FD TR II
$2.7M
PZAINVESCO EXCH TRADED FD TR II
$2.7M
TFISPDR SER TR
$2.7M
ITMVANECK ETF TRUST
$2.7M
ICVTISHARES TR
$2.6M
DRIDARDEN RESTAURANTS INC
$2.6M
FMBFIRST TR EXCH TRADED FD III
$2.6M
SHMSPDR SER TR
$2.6M
QQQJINVESCO EXCH TRADED FD TR II
$2.6M
EQREQUITY RESIDENTIAL
$2.6M
CAHCARDINAL HEALTH INC
$2.6M
DLTRDOLLAR TREE INC
$2.5M
DYHTARGET CORP
$2.5M
ANETARISTA NETWORKS INC
$2.5M
BACBANK AMERICA CORP
$2.5M
DGXQUEST DIAGNOSTICS INC
$2.5M
PANWPALO ALTO NETWORKS INC
$2.4M
JEPIJ P MORGAN EXCHANGE TRADED F
$2.4M
CMSCMS ENERGY CORP
$2.4M
EQTEQT CORP
$2.4M
AVBAVALONBAY CMNTYS INC
$2.4M
NTAPNETAPP INC
$2.4M
GDDYGODADDY INC
$2.4M
ATOATMOS ENERGY CORP
$2.3M
SPHDINVESCO EXCH TRADED FD TR II
$2.3M
QLDPROSHARES TR
$2.3M
REGNREGENERON PHARMACEUTICALS
$2.3M
ABTABBOTT LABS
$2.3M
BALLBALL CORP
$2.3M
XLVSELECT SECTOR SPDR TR
$2.2M
VRTVERTIV HOLDINGS CO
$2.2M
TPRTAPESTRY INC
$2.2M
RDVYFIRST TR EXCHANGE TRADED FD
$2.2M
PKGPACKAGING CORP AMER
$2.2M
STTSTATE STR CORP
$2.1M
PGRPROGRESSIVE CORP
$2.1M
VIGVANGUARD SPECIALIZED FUNDS
$2.1M
JEPQJ P MORGAN EXCHANGE TRADED F
$2.1M
AFLAFLAC INC
$2.1M
WMWASTE MGMT INC DEL
$2.1M
LOWLOWES COS INC
$2.0M
GQ9SPDR GOLD TR
$2.0M
MINTPIMCO ETF TR
$1.9M
WMTWALMART INC
$1.9M
VUGVANGUARD INDEX FDS
$1.9M
MCKMCKESSON CORP
$1.9M
JAAAJANUS DETROIT STR TR
$1.9M
MPCMARATHON PETE CORP
$1.8M
XLESELECT SECTOR SPDR TR
$1.8M
JPXAEROVIRONMENT INC
$1.8M
SMHVANECK ETF TRUST
$1.8M
VSTVISTRA CORP
$1.8M
SPLVINVESCO EXCH TRADED FD TR II
$1.7M
HYDBISHARES TR
$1.7M
NOWSERVICENOW INC
$1.7M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.7M
VTVVANGUARD INDEX FDS
$1.7M
CGDGCAPITAL GROUP DIVIDEND VALUE
$1.6M
NKENIKE INC
$1.6M
AMPHAMPHASTAR PHARMACEUTICALS IN
$1.6M
ALBALBEMARLE CORP
$1.6M
BRK-BBERKSHIRE HATHAWAY INC DEL
$1.6M
DISDISNEY WALT CO
$1.6M
LQDISHARES TR
$1.5M
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