SteelPeak Wealth, LLC Q4 2021 Filing
Filed January 31, 2022
Portfolio Value
$1.8B
Holdings
387
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (387 positions)
| Stock | Value |
|---|---|
ETVEATON VANCE TAX-MANAGED BUY- | $340K |
VUGVANGUARD INDEX FDS | $335K |
IWNISHARES TR | $333K |
BSVVANGUARD BD INDEX FDS | $332K |
SHYGISHARES TR | $325K |
ACNACCENTURE PLC IRELAND | $324K |
MOHMOLINA HEALTHCARE INC | $323K |
RHRH | $322K |
PRLBPROTO LABS INC | $322K |
EELVINVESCO EXCH TRADED FD TR II | $316K |
MIGAMICROSTRATEGY INC | $313K |
PLANUSDANAPLAN INC | $307K |
URTHISHARES INC | $305K |
AMBAAMBARELLA INC | $303K |
SPYGSPDR SER TR | $302K |
8CWCROWN CASTLE INTL CORP NEW | $301K |
USHYISHARES TR | $298K |
GAPGAP INC | $294K |
COPCONOCOPHILLIPS | $290K |
SPSBSPDR SER TR | $290K |
KMIKINDER MORGAN INC DEL | $290K |
BHKBLACKROCK CORE BD TR | $281K |
VDEVANGUARD WORLD FDS | $280K |
MDLZMONDELEZ INTL INC | $280K |
PRUPRUDENTIAL FINL INC | $276K |
SCHXSCHWAB STRATEGIC TR | $270K |
QQQJINVESCO EXCH TRADED FD TR II | $269K |
JPSTJ P MORGAN EXCHANGE-TRADED F | $269K |
DGROISHARES TR | $269K |
FCXFREEPORT-MCMORAN INC | $268K |
WDCWESTERN DIGITAL CORP. | $265K |
ABNBAIRBNB INC | $263K |
METMETLIFE INC | $263K |
DALDELTA AIR LINES INC DEL | $261K |
RIVNRIVIAN AUTOMOTIVE INC | $261K |
OKEONEOK INC NEW | $261K |
HTZWWHERTZ GLOBAL HLDGS INC | $261K |
WYNNWYNN RESORTS LTD | $259K |
TDOCTELADOC HEALTH INC | $258K |
ROSTROSS STORES INC | $254K |
TJXTJX COS INC NEW | $253K |
EFTEATON VANCE FLTING RATE INC | $250K |
VGSHVANGUARD SCOTTSDALE FDS | $248K |
SRESEMPRA | $247K |
NEENEXTERA ENERGY INC | $247K |
PNCPNC FINL SVCS GROUP INC | $245K |
VIGVANGUARD SPECIALIZED FUNDS | $243K |
IWOISHARES TR | $241K |
MLB1MERCADOLIBRE INC | $239K |
ZTSZOETIS INC | $238K |
APDAIR PRODS & CHEMS INC | $236K |
GEGENERAL ELECTRIC CO | $236K |
HACKUSDETF MANAGERS TR | $234K |
GSKGLAXOSMITHKLINE PLC | $234K |
TWSTTWIST BIOSCIENCE CORP | $230K |
NVONOVO-NORDISK A S | $227K |
IWPISHARES TR | $225K |
RACEFERRARI N V | $222K |
VBKVANGUARD INDEX FDS | $221K |
AJGGALLAGHER ARTHUR J & CO | $218K |
AONAON PLC | $217K |
XLISELECT SECTOR SPDR TR | $214K |
DFSEURDISCOVER FINL SVCS | $214K |
ABTABBOTT LABS | $212K |
VCVISTEON CORP | $212K |
UPSUNITED PARCEL SERVICE INC | $209K |
MUCBLACKROCK MUNIHLDNGS CALI QL | $203K |
IUSGISHARES TR | $202K |
XEVMXEATON VANCE CALIF MUN BD FD | $200K |
NVTA1EURINVITAE CORP | $200K |
PTYPIMCO CORPORATE & INCOME OPP | $182K |
NWBINORTHWEST BANCSHARES INC MD | $173K |
XBFZXBLACKROCK CALIF MUN INCOME T | $152K |
BLDPBALLARD PWR SYS INC NEW | $131K |
VQKARENESOLA LTD | $115K |
CANETEUCRIUM COMMODITY TR | $107K |
—SHIFT TECHNOLOGIES INC | $103K |
SIRIEURSIRIUS XM HOLDINGS INC | $100K |
HLHECLA MNG CO | $96K |
FCELCHFFUELCELL ENERGY INC | $88K |
AGAEALLIED ESPORTS ENTMT INC | $86K |
NNDMNANO DIMENSION LTD | $64K |
MNDOMIND C T I LTD | $36K |
KNDIKANDI TECHNOLOGIES GROUP INC | $34K |
—NANOVIBRONIX INC | $14K |
—EVOFEM BIOSCIENCES INC | $11K |
—HEXO CORP | $7K |
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