Steel Peak Wealth Management LLC
CIK Number: 0001801868
Main Sectors:
Top Industries:
Filing Date: Jul 23, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 247.66 | +0.97% | 793.91K | -2.91% | 162.89M | 134.28 | 6.29% | Share |
| 2 | NVDA | NVIDIA Corporat... | 188.31 | +2.81% | 664.26K | -11.38% | 104.95M | 47.23 | 4.06% | Share |
| 3 | AMZN | Amazon.com, Inc... | 220.07 | +1.71% | 387.81K | -4.14% | 85.08M | 135.05 | 3.29% | Share |
| 4 | MSFT | Microsoft Corpo... | 514.05 | +0.60% | 140.39K | -16.93% | 69.83M | 309.25 | 2.70% | Share |
| 5 | QQQ | Invesco QQQ Tru... | 602.02 | +2.12% | 124.18K | +52.85% | 68.55M | 440.87 | 2.65% | Share |
| 6 | META | Meta Platforms,... | 715.70 | +1.47% | 89.38K | +5.04% | 65.97M | 353.87 | 2.55% | Share |
| 7 | SPY | SPDR S&P 500 ET... | 663.06 | +1.54% | 97.13K | +1.13% | 60.18M | 423.54 | 2.33% | Share |
| 8 | IUSB | iShares Core To... | 46.84 | +0.21% | 1.2M | -10.18% | 55.49M | 47.19 | 2.14% | Share |
| 9 | GOOGL | Alphabet Inc. | 244.15 | +3.20% | 302.24K | -19.31% | 53.26M | 132.93 | 2.06% | Share |
| 10 | TSLA | Tesla, Inc. | 435.90 | +5.42% | 128.61K | -23.97% | 40.85M | 227.01 | 1.58% | Share |
| 11 | AMGN | Amgen Inc. | 292.40 | +0.78% | 143.29K | +367.92% | 40.01M | 285.13 | 1.55% | Share |
| 12 | AMD | Advanced Micro ... | 216.42 | +0.71% | 271.47K | +3.48% | 38.52M | 151.04 | 1.49% | Share |
| 13 | AVGO | Broadcom Inc. | 356.70 | +9.88% | 134.58K | -27.22% | 37.1M | 78.97 | 1.43% | Share |
| 14 | QUAL | iShares MSCI US... | 192.90 | +0.99% | 197.16K | +4.33% | 36.04M | 140.15 | 1.39% | Share |
| 15 | NFLX | Netflix, Inc. | 1219.03 | -0.09% | 26.8K | -16.33% | 35.88M | 577.48 | 1.39% | Share |
| 16 | IVV | iShares Core S&... | 666.29 | +1.54% | 57.79K | -50.59% | 35.88M | 438.82 | 1.39% | Share |
| 17 | PLTR | Palantir Techno... | 177.21 | +1.01% | 256.64K | -31.56% | 34.98M | 79.19 | 1.35% | Share |
| 18 | CSCO | Cisco Systems, ... | 67.46 | -0.71% | 482.83K | -26.81% | 33.5M | 50.62 | 1.29% | Share |
| 19 | EFV | iShares MSCI EA... | 67.10 | +0.55% | 518.42K | +53.53% | 32.91M | 57.86 | 1.27% | Share |
| 20 | IVW | iShares S&P 500... | 120.76 | +2.09% | 292.83K | -8.39% | 32.24M | 85.25 | 1.25% | Share |
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