SteelPeak Wealth, LLC Q4 2023 Filing
Filed January 24, 2024
Portfolio Value
$1.7B
Holdings
389
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (389 positions)
| Stock | Value |
|---|---|
CMFISHARES TR | $3.1M |
SPYDSPDR SER TR | $3.1M |
XLYSELECT SECTOR SPDR TR | $3.1M |
ORCLORACLE CORP | $3.0M |
AIGAMERICAN INTL GROUP INC | $3.0M |
MPCMARATHON PETE CORP | $3.0M |
XLESELECT SECTOR SPDR TR | $2.8M |
COPCONOCOPHILLIPS | $2.8M |
EMBISHARES TR | $2.8M |
PSAPUBLIC STORAGE | $2.7M |
DISDISNEY WALT CO | $2.7M |
XLVSELECT SECTOR SPDR TR | $2.7M |
VIGVANGUARD SPECIALIZED FUNDS | $2.6M |
EXREXTRA SPACE STORAGE INC | $2.6M |
AOAISHARES TR | $2.5M |
AQLTISHARES TR | $2.5M |
COFCAPITAL ONE FINL CORP | $2.4M |
DYHTARGET CORP | $2.4M |
ASMLASML HOLDING N V | $2.3M |
EMXCISHARES INC | $2.3M |
FMBFIRST TR EXCH TRADED FD III | $2.3M |
PZAINVESCO EXCH TRADED FD TR II | $2.3M |
LLYELI LILLY & CO | $2.2M |
ALSALLSTATE CORP | $2.2M |
CRWDCROWDSTRIKE HLDGS INC | $2.2M |
VTEBVANGUARD MUN BD FDS | $2.2M |
ITMVANECK ETF TRUST | $2.2M |
PWZINVESCO EXCH TRADED FD TR II | $2.2M |
WMTWALMART INC | $2.2M |
STLDSTEEL DYNAMICS INC | $2.1M |
LOWLOWES COS INC | $2.1M |
ARKKARK ETF TR | $2.1M |
NYTNEW YORK TIMES CO | $2.1M |
IFRAISHARES TR | $2.0M |
VGTVANGUARD WORLD FDS | $2.0M |
QLDPROSHARES TR | $2.0M |
LMTLOCKHEED MARTIN CORP | $2.0M |
DEDEERE & CO | $2.0M |
VTIVANGUARD INDEX FDS | $2.0M |
GEGENERAL ELECTRIC CO | $2.0M |
AFLAFLAC INC | $2.0M |
RDVYFIRST TR EXCHANGE-TRADED FD | $2.0M |
FALNISHARES TR | $2.0M |
PCARPACCAR INC | $2.0M |
ADSKAUTODESK INC | $1.9M |
ABBVABBVIE INC | $1.9M |
CHDCHURCH & DWIGHT CO INC | $1.9M |
XLFSELECT SECTOR SPDR TR | $1.9M |
LLOEWS CORP | $1.9M |
7HPHP INC | $1.9M |
SBUXSTARBUCKS CORP | $1.9M |
VTVANGUARD INTL EQUITY INDEX F | $1.8M |
GRMNGARMIN LTD | $1.8M |
KHCKRAFT HEINZ CO | $1.8M |
JEPIJ P MORGAN EXCHANGE TRADED F | $1.8M |
IXCISHARES TR | $1.8M |
ABGCENCORA INC | $1.8M |
MRKMERCK & CO INC | $1.8M |
EBAEBAY INC. | $1.8M |
PANWPALO ALTO NETWORKS INC | $1.8M |
MCDMCDONALDS CORP | $1.7M |
HIGHARTFORD FINL SVCS GROUP INC | $1.7M |
RIORIO TINTO PLC | $1.6M |
PEPPEPSICO INC | $1.6M |
BWABORGWARNER INC | $1.6M |
ROPROPER TECHNOLOGIES INC | $1.6M |
FDXFEDEX CORP | $1.5M |
SPHDINVESCO EXCH TRADED FD TR II | $1.5M |
NOCNORTHROP GRUMMAN CORP | $1.4M |
NEENEXTERA ENERGY INC | $1.4M |
NUENUCOR CORP | $1.4M |
SCHVSCHWAB STRATEGIC TR | $1.4M |
SPHQINVESCO EXCHANGE TRADED FD T | $1.4M |
LHXL3HARRIS TECHNOLOGIES INC | $1.3M |
SPGIS&P GLOBAL INC | $1.3M |
EDCONSOLIDATED EDISON INC | $1.3M |
COINCOINBASE GLOBAL INC | $1.3M |
MAMASTERCARD INCORPORATED | $1.3M |
EQIXEQUINIX INC | $1.3M |
TFISPDR SER TR | $1.3M |
XOMEXXON MOBIL CORP | $1.3M |
XLISELECT SECTOR SPDR TR | $1.3M |
MCKMCKESSON CORP | $1.3M |
ALBALBEMARLE CORP | $1.2M |
URIUNITED RENTALS INC | $1.2M |
SCTXXSCHWAB CHARLES FAMILY FD | $1.2M |
DFSEURDISCOVER FINL SVCS | $1.2M |
QQQJINVESCO EXCH TRADED FD TR II | $1.2M |
PFMINVESCO EXCHANGE TRADED FD T | $1.2M |
VEAVANGUARD TAX-MANAGED FDS | $1.2M |
ULTAULTA BEAUTY INC | $1.2M |
XYZBLOCK INC | $1.2M |
CITHE CIGNA GROUP | $1.2M |
CWBSPDR SER TR | $1.1M |
VTIPVANGUARD MALVERN FDS | $1.1M |
TQQQPROSHARES TR | $1.1M |
UUNITY SOFTWARE INC | $1.1M |
STZCONSTELLATION BRANDS INC | $1.1M |
MOALTRIA GROUP INC | $1.1M |
EQTEQT CORP | $1.0M |