Steel Peak Wealth Management LLC
CIK Number: 0001801868
2.46B
Market Value
465
# of Holdings
8 months
Avg. Holding Period
30.87%
Win Rate
17.35%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 194.35 | -3.85% | 870.29K | +3.36% | 217.94M | 134.28 | 8.85% |
| 2 | NVDA | NVIDIA Corporat... | 104.15 | -7.17% | 734.41K | -2.57% | 98.62M | 45.97 | 4.00% |
| 3 | IVV | iShares Core S&... | 528.42 | -2.18% | 139.14K | +5.17% | 81.91M | 438.82 | 3.33% |
| 4 | AMZN | Amazon.com, Inc... | 174.73 | -2.71% | 367.9K | +1.12% | 80.71M | 129.55 | 3.28% |
| 5 | VTI | Vanguard Total ... | 258.28 | -2.05% | 257.65K | +693.03% | 74.67M | 285.81 | 3.03% |
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- Up to 30 years financial history
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