SteelPeak Wealth, LLC Q2 2025 Filing
Filed July 23, 2025
Portfolio Value
$2.6B
Holdings
505
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (505 positions)
| Stock | Value |
|---|---|
VSTVISTRA CORP | $4.7M |
VLOVALERO ENERGY CORP | $4.7M |
LLYELI LILLY & CO | $4.6M |
DUKDUKE ENERGY CORP NEW | $4.6M |
VRTVERTIV HOLDINGS CO | $4.6M |
TFCTRUIST FINL CORP | $4.5M |
CATCATERPILLAR INC | $4.4M |
BKBANK NEW YORK MELLON CORP | $4.3M |
PSXPHILLIPS 66 | $4.3M |
BMYBRISTOL-MYERS SQUIBB CO | $4.2M |
AQLTISHARES TR | $4.1M |
ANETARISTA NETWORKS INC | $4.1M |
MPCMARATHON PETE CORP | $4.1M |
AIGAMERICAN INTL GROUP INC | $4.1M |
AMLPALPS ETF TR | $4.0M |
NOCNORTHROP GRUMMAN CORP | $3.9M |
STIPISHARES TR | $3.9M |
ADMARCHER DANIELS MIDLAND CO | $3.9M |
HLFHERBALIFE LTD | $3.9M |
BABOEING CO | $3.7M |
VOOVANGUARD INDEX FDS | $3.5M |
DWDMORGAN STANLEY | $3.5M |
AOAISHARES TR | $3.5M |
RTXRTX CORPORATION | $3.5M |
CMFISHARES TR | $3.3M |
LDOSLEIDOS HOLDINGS INC | $3.3M |
WFCWELLS FARGO CO NEW | $3.2M |
UNHUNITEDHEALTH GROUP INC | $3.1M |
VTIVANGUARD INDEX FDS | $3.1M |
QLDPROSHARES TR | $3.1M |
HOODROBINHOOD MKTS INC | $3.1M |
MUBISHARES TR | $3.0M |
VTEBVANGUARD MUN BD FDS | $3.0M |
COPCONOCOPHILLIPS | $2.9M |
VEAVANGUARD TAX-MANAGED FDS | $2.9M |
HASHASBRO INC | $2.8M |
SUBISHARES TR | $2.8M |
PWZINVESCO EXCH TRADED FD TR II | $2.8M |
DLTRDOLLAR TREE INC | $2.8M |
AFLAFLAC INC | $2.8M |
CEGCONSTELLATION ENERGY CORP | $2.8M |
CLSCELESTICA INC | $2.8M |
METMETLIFE INC | $2.8M |
PZAINVESCO EXCH TRADED FD TR II | $2.8M |
DGDOLLAR GEN CORP NEW | $2.7M |
BKRBAKER HUGHES COMPANY | $2.7M |
GENGEN DIGITAL INC | $2.7M |
ITMVANECK ETF TRUST | $2.7M |
TFISPDR SERIES TRUST | $2.7M |
DGXQUEST DIAGNOSTICS INC | $2.7M |
FMBFIRST TR EXCH TRADED FD III | $2.7M |
LYVLIVE NATION ENTERTAINMENT IN | $2.7M |
SHMSPDR SERIES TRUST | $2.7M |
QQQJINVESCO EXCH TRADED FD TR II | $2.7M |
JPXAEROVIRONMENT INC | $2.6M |
GEVGE VERNOVA INC | $2.6M |
NEMNEWMONT CORP | $2.6M |
VIGVANGUARD SPECIALIZED FUNDS | $2.6M |
APDAIR PRODS & CHEMS INC | $2.6M |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $2.6M |
TQQQPROSHARES TR | $2.5M |
ABTABBOTT LABS | $2.5M |
7HPHP INC | $2.5M |
WRBBERKLEY W R CORP | $2.5M |
BACBANK AMERICA CORP | $2.5M |
LRCXLAM RESEARCH CORP | $2.4M |
YUMCYUM CHINA HLDGS INC | $2.4M |
AVBAVALONBAY CMNTYS INC | $2.4M |
MAMASTERCARD INCORPORATED | $2.4M |
AERAERCAP HOLDINGS NV | $2.4M |
PGRPROGRESSIVE CORP | $2.4M |
JEPIJ P MORGAN EXCHANGE TRADED F | $2.4M |
HCAHCA HEALTHCARE INC | $2.3M |
VGTVANGUARD WORLD FD | $2.3M |
JEPQJ P MORGAN EXCHANGE TRADED F | $2.3M |
PANWPALO ALTO NETWORKS INC | $2.2M |
GEGE AEROSPACE | $2.2M |
ESSESSEX PPTY TR INC | $2.2M |
SMHVANECK ETF TRUST | $2.2M |
WMTWALMART INC | $2.2M |
SPYDSPDR SERIES TRUST | $2.2M |
VTECVANGUARD CALIF TAX FREE FDS | $2.2M |
RDVYFIRST TR EXCHANGE TRADED FD | $2.1M |
BKNGBOOKING HOLDINGS INC | $2.1M |
CRSCARPENTER TECHNOLOGY CORP | $2.1M |
MCKMCKESSON CORP | $2.1M |
WMWASTE MGMT INC DEL | $2.1M |
JAAAJANUS DETROIT STR TR | $2.1M |
NETCLOUDFLARE INC | $2.0M |
HWMHOWMET AEROSPACE INC | $2.0M |
XLCSELECT SECTOR SPDR TR | $1.9M |
DISDISNEY WALT CO | $1.9M |
LOWLOWES COS INC | $1.9M |
IBKRINTERACTIVE BROKERS GROUP IN | $1.8M |
SNOWSNOWFLAKE INC | $1.8M |
AGXARGAN INC | $1.8M |
CRMSALESFORCE INC | $1.8M |
IBITISHARES BITCOIN TRUST ETF | $1.8M |
MNSTMONSTER BEVERAGE CORP NEW | $1.8M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $1.8M |