SteelPeak Wealth, LLC Q4 2024 Filing

Filed January 23, 2025

Portfolio Value

$2.5B

Holdings

480

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (480 positions)

StockValue
CMGCHIPOTLE MEXICAN GRILL INC
$1.5M
PCARPACCAR INC
$1.5M
NOCNORTHROP GRUMMAN CORP
$1.4M
METMETLIFE INC
$1.4M
XEXGXEATON VANCE TAX-MANAGED GLOB
$1.4M
PGRPROGRESSIVE CORP
$1.4M
CGDGCAPITAL GROUP DIVIDEND VALUE
$1.3M
SPHQINVESCO EXCHANGE TRADED FD T
$1.3M
PINSPINTEREST INC
$1.3M
CDNSCADENCE DESIGN SYSTEM INC
$1.3M
CSXCSX CORP
$1.3M
DELLDELL TECHNOLOGIES INC
$1.3M
VMBSVANGUARD SCOTTSDALE FDS
$1.3M
EXPEEXPEDIA GROUP INC
$1.3M
SPGIS&P GLOBAL INC
$1.2M
HYDBISHARES TR
$1.2M
AIGAMERICAN INTL GROUP INC
$1.2M
RSPINVESCO EXCHANGE TRADED FD T
$1.2M
RDVIFIRST TR EXCHANGE-TRADED FD
$1.2M
BLKBLACKROCK INC
$1.1M
HIGHARTFORD FINL SVCS GROUP INC
$1.1M
EPDENTERPRISE PRODS PARTNERS L
$1.1M
COFCAPITAL ONE FINL CORP
$1.1M
NETCLOUDFLARE INC
$1.1M
AXPAMERICAN EXPRESS CO
$1.1M
VLOVALERO ENERGY CORP
$1.1M
FSLRFIRST SOLAR INC
$1.1M
XFEBFIRST TR EXCH TRADED FD III
$1.1M
ORLYOREILLY AUTOMOTIVE INC
$1.1M
HCAHCA HEALTHCARE INC
$1.1M
SHWSHERWIN WILLIAMS CO
$1.0M
IBBISHARES TR
$1.0M
JAAAJANUS DETROIT STR TR
$1.0M
DVADAVITA INC
$1.0M
JEPQJ P MORGAN EXCHANGE TRADED F
$1.0M
IQQQPROSHARES TR
$1.0M
VTIPVANGUARD MALVERN FDS
$999K
KTOSKRATOS DEFENSE & SEC SOLUTIO
$988K
ARCCARES CAPITAL CORP
$984K
BYDBOYD GAMING CORP
$968K
UPSTUPSTART HLDGS INC
$963K
EVRGEVERGY INC
$959K
IJHISHARES TR
$951K
SMINISHARES TR
$944K
FNFFIDELITY NATIONAL FINANCIAL
$938K
BUFRFIRST TR EXCHNG TRADED FD VI
$934K
AMTAMERICAN TOWER CORP NEW
$924K
DDOMINION ENERGY INC
$918K
JNKSPDR SER TR
$904K
XLYSELECT SECTOR SPDR TR
$902K
PRKPARK NATL CORP
$900K
IBITISHARES BITCOIN TRUST ETF
$897K
SPGPINVESCO EXCHANGE TRADED FD T
$894K
8CWCROWN CASTLE INC
$891K
SPTLSPDR SER TR
$887K
CLSCELESTICA INC
$880K
BALLBALL CORP
$873K
AXONAXON ENTERPRISE INC
$864K
AMBAAMBARELLA INC
$839K
TERTERADYNE INC
$831K
EWJISHARES INC
$827K
SSOPROSHARES TR
$821K
ALNYALNYLAM PHARMACEUTICALS INC
$819K
ACNACCENTURE PLC IRELAND
$817K
TTTRANE TECHNOLOGIES PLC
$809K
PTCPTC INC
$799K
LCLENDINGCLUB CORP
$785K
VRTVERTIV HOLDINGS CO
$774K
SPEMSPDR INDEX SHS FDS
$753K
VEAVANGUARD TAX-MANAGED FDS
$752K
ONEQFIDELITY COMWLTH TR
$745K
APPAPPLOVIN CORP
$741K
MPWRMONOLITHIC PWR SYS INC
$737K
XYZBLOCK INC
$728K
TDYTELEDYNE TECHNOLOGIES INC
$726K
IBKRINTERACTIVE BROKERS GROUP IN
$725K
AOMISHARES TR
$721K
HWMHOWMET AEROSPACE INC
$719K
SFMSPROUTS FMRS MKT INC
$710K
IJRISHARES TR
$689K
FIXCOMFORT SYS USA INC
$681K
3M4MASIMO CORP
$679K
OSISOSI SYSTEMS INC
$676K
NVONOVO-NORDISK A S
$671K
PEYINVESCO EXCHANGE TRADED FD T
$670K
CVLTCOMMVAULT SYS INC
$665K
EMEEMCOR GROUP INC
$660K
CGGRCAPITAL GROUP GROWTH ETF
$660K
UHSUNIVERSAL HLTH SVCS INC
$659K
HYLSFIRST TR EXCHANGE-TRADED FD
$653K
CRSCARPENTER TECHNOLOGY CORP
$637K
ETVEATON VANCE TAX-MANAGED BUY-
$636K
OMCLOMNICELL COM
$635K
RTXRTX CORPORATION
$634K
TPGTPG INC
$628K
PWRQUANTA SVCS INC
$628K
XSLVINVESCO EXCH TRADED FD TR II
$625K
XLGINVESCO EXCHANGE TRADED FD T
$625K
EPIWISDOMTREE TR
$618K
PHPARKER-HANNIFIN CORP
$614K
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