Steel Peak Wealth Management LLC
CIK Number: 0001801868
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 201.21 | -0.18% | 870.29K | +3.36% | 217.94M | 134.28 | 8.85% |
| 2 | NVDA | NVIDIA Corporat... | 155.10 | +0.51% | 734.41K | -2.57% | 98.62M | 45.97 | 4.00% |
| 3 | IVV | iShares Core S&... | 614.96 | +0.82% | 139.14K | +5.17% | 81.91M | 438.82 | 3.33% |
| 4 | AMZN | Amazon.com, Inc... | 217.26 | +2.49% | 367.9K | +1.12% | 80.71M | 129.55 | 3.28% |
| 5 | VTI | Vanguard Total ... | 302.04 | +0.90% | 257.65K | +693.03% | 74.67M | 285.81 | 3.03% |
| 6 | TSLA | Tesla, Inc. | 326.14 | -0.43% | 155.87K | -17.6% | 62.95M | 224.27 | 2.56% |
| 7 | MSFT | Microsoft Corpo... | 497.50 | +1.06% | 140.66K | -5.29% | 59.29M | 295.93 | 2.41% |
| 8 | META | Meta Platforms,... | 726.45 | +2.51% | 96.23K | +20.79% | 56.35M | 334.49 | 2.29% |
| 9 | IUSB | iShares Core To... | 46.16 | +0.27% | 1.22M | +3.92% | 55.2M | 47.3 | 2.24% |
| 10 | GOOGL | Alphabet Inc. | 173.50 | +1.65% | 280.98K | -23.95% | 53.19M | 125.7 | 2.16% |
| 11 | FTEC | Fidelity MSCI I... | 195.38 | +0.86% | 287.13K | +100.00% | 53.09M | 184.88 | 2.16% |
| 12 | SPY | SPDR S&P 500 ET... | 611.96 | +0.80% | 88.36K | +4.05% | 51.96M | 409.34 | 2.11% |
| 13 | QQQ | Invesco QQQ Tru... | 546.29 | +0.95% | 78.62K | +17.14% | 40.19M | 379.45 | 1.63% |
| 14 | IGM | iShares Expande... | 111.17 | +1.10% | 379.18K | +3.9K% | 38.71M | 101.91 | 1.57% |
| 15 | AVGO | Broadcom Inc. | 270.21 | +2.10% | 160.68K | -14% | 37.25M | 65.63 | 1.51% |
| 16 | CSCO | Cisco Systems, ... | 68.97 | +1.15% | 615.49K | -3.56% | 36.44M | 49.83 | 1.48% |
| 17 | IVW | iShares S&P 500... | 108.89 | +0.98% | 300.18K | -3.97% | 30.48M | 84.76 | 1.24% |
| 18 | AMD | Advanced Micro ... | 143.75 | +0.25% | 235.69K | -6.77% | 28.47M | 156.86 | 1.16% |
| 19 | QUAL | iShares MSCI US... | 180.45 | +0.60% | 155.56K | +2.57% | 27.7M | 131.3 | 1.12% |
| 20 | NFLX | Netflix, Inc. | 1306.80 | +2.47% | 31.07K | +44.00% | 27.7M | 566.58 | 1.12% |
| 21 | DYNF | BlackRock U.S. ... | 53.90 | +0.96% | 523K | -3.16% | 26.8M | 44.8 | 1.09% |
| 22 | ISRG | Intuitive Surgi... | 534.45 | +2.46% | 44.66K | +61.98% | 23.31M | 485.86 | 0.95% |
| 23 | DIA | SPDR Dow Jones ... | 434.02 | +0.97% | 48.2K | +11.69% | 20.57M | 380.08 | 0.83% |
| 24 | EFG | iShares MSCI EA... | 110.53 | +1.15% | 208.31K | +8.41% | 20.17M | 95.17 | 0.82% |
| 25 | TMUS | T-Mobile US, In... | 231.48 | +0.25% | 91.34K | -23.25% | 20.16M | 158.48 | 0.82% |
| 26 | MRVL | Marvell Technol... | 79.95 | +5.30% | 181.71K | -8.46% | 20.07M | 59.23 | 0.81% |
| 27 | EFV | iShares MSCI EA... | 63.08 | +1.07% | 368.17K | -6.75% | 19.32M | 54.85 | 0.78% |
| 28 | GOOG | Alphabet Inc. | 174.38 | +1.69% | 87.76K | -1.88% | 16.71M | 102.09 | 0.68% |
| 29 | MBB | iShares MBS ETF | 93.88 | +0.36% | 177.46K | +25.24% | 16.27M | 95.99 | 0.66% |
| 30 | AMGN | Amgen Inc. | 279.05 | -0.47% | 62.2K | -40.52% | 16.21M | 306.92 | 0.66% |
| 31 | SPYV | SPDR Portfolio ... | 51.93 | +0.56% | 316.84K | +10.31% | 16.2M | 42.26 | 0.66% |
| 32 | IVE | iShares S&P 500... | 193.80 | +0.67% | 79.82K | +3.65% | 15.24M | 185.3 | 0.62% |
| 33 | ADP | Automatic Data ... | 303.09 | +1.64% | 49.84K | +3.94K% | 14.67M | 291.28 | 0.60% |
| 34 | INTU | Intuit Inc. | 773.08 | +2.01% | 23.31K | -9.53% | 14.65M | 515.9 | 0.59% |
| 35 | IWM | iShares Russell... | 215.50 | +1.67% | 64.39K | +10.74% | 14.23M | 185.97 | 0.58% |
| 36 | TXN | Texas Instrumen... | 206.37 | +0.48% | 74.6K | -26.82% | 13.99M | 171.28 | 0.57% |
| 37 | VZ | Verizon Communi... | 42.13 | +0.01% | 345.07K | -28.59% | 13.8M | 44.45 | 0.56% |
| 38 | JPM | JPMorgan Chase ... | 288.83 | +1.68% | 53.8K | -21.19% | 12.9M | 126.15 | 0.52% |
| 39 | RIO | Rio Tinto Group | 58.54 | +3.23% | 200.82K | +100.00% | 11.81M | 58.81 | 0.48% |
| 40 | CMCSA | Comcast Corpora... | 35.22 | +1.08% | 314.68K | +215.14% | 11.81M | 38.06 | 0.48% |
| 41 | LIN | Linde plc | 464.83 | +1.01% | 27.68K | +49.84% | 11.59M | 425.52 | 0.47% |
| 42 | IYW | iShares U.S. Te... | 171.64 | +0.87% | 72.27K | -5.48% | 11.53M | 103.75 | 0.47% |
| 43 | PG | The Procter & G... | 158.66 | -0.19% | 67.65K | -8.51% | 11.34M | 156.14 | 0.46% |
| 44 | T | AT&T Inc. | 28.04 | +0.41% | 474.04K | -14.4% | 10.79M | 18.88 | 0.44% |
| 45 | BINC | Blackrock Etf T... | 52.77 | +0.26% | 205.99K | -0.29% | 10.72M | 52.82 | 0.43% |
| 46 | IBM | International B... | 292.32 | +0.43% | 48.3K | +56.69% | 10.62M | 183.45 | 0.43% |
| 47 | AMAT | Applied Materia... | 183.53 | +0.25% | 65.06K | -54.15% | 10.58M | 145.39 | 0.43% |
| 48 | EMXC | iShares MSCI Em... | 63.09 | +1.01% | 190.1K | +5.12% | 10.54M | 58.1 | 0.43% |
| 49 | JNJ | Johnson & Johns... | 152.17 | -0.07% | 71.92K | -7.58% | 10.4M | 158.57 | 0.42% |
| 50 | BMY | Bristol-Myers S... | 46.69 | +0.01% | 180.09K | +100.00% | 10.19M | 56.56 | 0.41% |
| 51 | VGT | Vanguard Inform... | 656.89 | +0.75% | 16.32K | -74.12% | 10.15M | 583.27 | 0.41% |
| 52 | ADBE | Adobe Inc. | 385.00 | -0.66% | 21.94K | -8.14% | 9.75M | 522.43 | 0.40% |
| 53 | ISD | PGIM High Yield... | 14.01 | +0.65% | 698.97K | +7.02% | 9.64M | 13.23 | 0.39% |
| 54 | VOO | Vanguard 500 In... | 564.28 | +0.81% | 17.83K | +255.79% | 9.61M | 512.16 | 0.39% |
| 55 | XLK | Technology Sele... | 251.16 | +0.73% | 40.84K | +20.76% | 9.5M | 168.38 | 0.39% |
| 56 | VT | Vanguard Total ... | 127.47 | +0.95% | 78.23K | +2.86K% | 9.19M | 117.28 | 0.37% |
| 57 | HON | Honeywell Inter... | 226.44 | +2.10% | 39.52K | -46.26% | 8.93M | 205.35 | 0.36% |
| 58 | QCOM | QUALCOMM Incorp... | 158.18 | +1.44% | 57.77K | -60.93% | 8.87M | 138.04 | 0.36% |
| 59 | PM | Philip Morris I... | 180.65 | +0.58% | 71.76K | -0.39% | 8.73M | 117.18 | 0.35% |
| 60 | USB | U.S. Bancorp | 45.64 | +1.83% | 180.29K | +1.13K% | 8.71M | 47.39 | 0.35% |
| 61 | MO | Altria Group, I... | 58.81 | -0.22% | 162.56K | -12.56% | 8.66M | 45.42 | 0.35% |
| 62 | XLV | Health Care Sel... | 134.22 | +0.24% | 60.69K | +57.48% | 8.35M | 142.37 | 0.34% |
| 63 | INTC | Intel Corporati... | 22.50 | +1.37% | 411.39K | +73.66% | 8.25M | 34.15 | 0.33% |
| 64 | HD | The Home Depot,... | 363.71 | +0.51% | 20.72K | -17.17% | 8.06M | 336.14 | 0.33% |
| 65 | EFA | iShares MSCI EA... | 88.55 | +1.13% | 106.37K | -24.37% | 8.04M | 70.61 | 0.33% |
| 66 | TFLR | T. Rowe Price F... | 51.39 | +0.16% | 152.95K | +112.03% | 7.91M | 51.66 | 0.32% |
| 67 | AGG | iShares Core U.... | 99.08 | +0.28% | 79.87K | +529.81% | 7.74M | 97.25 | 0.31% |
| 68 | V | Visa Inc. | 346.26 | +0.29% | 24.16K | -0.85% | 7.64M | 247.97 | 0.31% |
| 69 | COST | Costco Wholesal... | 983.03 | -0.36% | 8.24K | -54.54% | 7.55M | 748.17 | 0.31% |
| 70 | XLU | Utilities Selec... | 81.15 | +0.81% | 99.51K | +1.09K% | 7.53M | 75.01 | 0.31% |
| 71 | XLP | Consumer Staple... | 80.14 | -0.12% | 95.08K | +2.05K% | 7.47M | 78.48 | 0.30% |
| 72 | XLC | Communication S... | 106.44 | +1.17% | 75.87K | +100.00% | 7.35M | 96.81 | 0.30% |
| 73 | EEM | iShares MSCI Em... | 48.28 | +0.67% | 169.93K | -18.66% | 7.11M | 42.27 | 0.29% |
| 74 | MCD | McDonald's Corp... | 285.78 | +0.08% | 24.32K | -5.61% | 7.05M | 299.08 | 0.29% |
| 75 | CVX | Chevron Corpora... | 144.42 | +0.83% | 44.8K | -43.75% | 6.49M | 138.86 | 0.26% |
| 76 | TLT | iShares 20+ Yea... | 87.93 | +0.48% | 72.75K | +24.82% | 6.35M | 89.22 | 0.26% |
| 77 | PEP | PepsiCo, Inc. | 128.20 | +0.14% | 40.86K | +328.34% | 6.27M | 155.01 | 0.25% |
| 78 | IEMG | iShares Core MS... | 59.96 | +0.69% | 119.16K | +3.32% | 6.22M | 51.49 | 0.25% |
| 79 | BX | Blackstone Inc. | 148.20 | +3.22% | 35.03K | +2.29% | 6.04M | 86.72 | 0.25% |
| 80 | BA | The Boeing Comp... | 202.60 | +1.86% | 33.61K | +130.66% | 5.95M | 206.44 | 0.24% |
| 81 | SCHW | The Charles Sch... | 89.52 | -0.32% | 77.47K | +2.26% | 5.73M | 72.67 | 0.23% |
| 82 | CRM | Salesforce, Inc... | 270.60 | +1.06% | 16.98K | -4.26% | 5.68M | 183.55 | 0.23% |
| 83 | GS | The Goldman Sac... | 687.95 | +2.70% | 9.64K | -35.88% | 5.52M | 349.11 | 0.22% |
| 84 | MTUM | iShares MSCI US... | 237.23 | +0.86% | 26.26K | +100.00% | 5.43M | 206.92 | 0.22% |
| 85 | CAT | Caterpillar Inc... | 382.01 | +2.81% | 14.91K | -15.92% | 5.41M | 289.69 | 0.22% |
| 86 | SCHV | Schwab U.S. Lar... | 27.45 | +0.75% | 206.78K | +100.00% | 5.39M | 26.07 | 0.22% |
| 87 | KO | The Coca-Cola C... | 69.48 | -0.21% | 84.93K | -44.35% | 5.29M | 61.38 | 0.21% |
| 88 | BKNG | Booking Holding... | 5600.68 | +2.10% | 1.01K | -13.52% | 5.02M | 4111.32 | 0.20% |
| 89 | CRWD | CrowdStrike Hol... | 505.58 | +2.33% | 14.62K | +3.40% | 5M | 229.65 | 0.20% |
| 90 | GILD | Gilead Sciences... | 107.67 | +1.65% | 53.27K | +100.00% | 4.92M | 92.37 | 0.20% |
| 91 | O | Realty Income C... | 57.20 | +0.20% | 91K | +503.46% | 4.86M | 55.07 | 0.20% |
| 92 | TFLO | iShares Treasur... | 50.62 | 0.00% | 96.28K | -3.92% | 4.86M | 50.61 | 0.20% |
| 93 | DE | Deere & Company | 508.48 | +0.34% | 11.16K | +84.31% | 4.75M | 390.24 | 0.19% |
| 94 | XMMO | Invesco S&P Mid... | 127.69 | +1.44% | 37.74K | +100.00% | 4.66M | 123.53 | 0.19% |
| 95 | BK | The Bank of New... | 90.14 | +0.16% | 60.35K | +1.8K% | 4.64M | 76.57 | 0.19% |
| 96 | SCHF | Schwab Internat... | 21.89 | +1.08% | 247.73K | +722.92% | 4.58M | 19 | 0.19% |
| 97 | WMT | Walmart Inc. | 96.16 | -1.13% | 49.67K | -1.98% | 4.5M | 63.45 | 0.18% |
| 98 | SHOP | Shopify Inc. | 113.17 | -0.63% | 41.8K | -0.99% | 4.44M | 61.05 | 0.18% |
| 99 | MMM | 3M Company | 150.88 | +2.12% | 33.97K | -46.68% | 4.39M | 103.35 | 0.18% |
| 100 | LLY | Eli Lilly and C... | 795.71 | +0.43% | 5.57K | -2.49% | 4.3M | 558.47 | 0.17% |
| 101 | MRK | Merck & Co., In... | 78.92 | -0.94% | 41.78K | -35.42% | 4.2M | 110.56 | 0.17% |
| 102 | PLTR | Palantir Techno... | 144.33 | +1.00% | 54.4K | +96.68% | 4.11M | 48.49 | 0.17% |
| 103 | LMT | Lockheed Martin... | 458.13 | -0.06% | 8.43K | +0.36% | 4.09M | 463.64 | 0.17% |
| 104 | DOW | Dow Inc. | 27.30 | +1.77% | 100.05K | -7.94% | 4.01M | 54.48 | 0.16% |
| 105 | GOVT | iShares U.S. Tr... | 22.94 | +0.22% | 173.04K | +16.51% | 3.98M | 24.19 | 0.16% |
| 106 | JVAL | JPMorgan U.S. V... | 43.90 | +1.00% | 86.13K | +100.00% | 3.72M | 43.2 | 0.15% |
| 107 | EMB | iShares J.P. Mo... | 92.17 | +0.30% | 41.33K | +9.08% | 3.69M | 92.07 | 0.15% |
| 108 | SPHD | Invesco S&P 500... | 47.27 | +0.65% | 74.91K | +243.51% | 3.62M | 48.97 | 0.15% |
| 109 | VTV | Vanguard Value ... | 176.23 | +0.72% | 20.92K | -71.59% | 3.54M | 174.57 | 0.14% |
| 110 | ARKK | ARK Innovation ... | 71.04 | +2.22% | 61.87K | +100.00% | 3.51M | 56.77 | 0.14% |
| 111 | AMLP | Alerian MLP ETF | 48.83 | +1.67% | 70.91K | +23.95% | 3.41M | 47.49 | 0.14% |
| 112 | TFC | Truist Financia... | 42.55 | +2.79% | 78.33K | -17.71% | 3.4M | 36.55 | 0.14% |
| 113 | XOM | Exxon Mobil Cor... | 110.07 | +1.57% | 30.58K | -54.81% | 3.29M | 109.78 | 0.13% |
| 114 | MUB | iShares Nationa... | 104.33 | +0.13% | 30.49K | +2.79% | 3.25M | 111.82 | 0.13% |
| 115 | CMF | iShares Califor... | 55.64 | -0.01% | 56.58K | -0.62% | 3.24M | 60.01 | 0.13% |
| 116 | SPYD | SPDR Portfolio ... | 42.20 | +0.97% | 74.74K | +100.00% | 3.23M | 43.24 | 0.13% |
| 117 | VICI | VICI Properties... | 32.24 | -0.06% | 109.09K | +3.58% | 3.22M | 29.87 | 0.13% |
| 118 | TRV | The Travelers C... | 263.08 | +0.87% | 13.37K | +182.27% | 3.22M | 232.91 | 0.13% |
| 119 | SO | The Southern Co... | 90.25 | -0.16% | 38.76K | -60% | 3.19M | 88.7 | 0.13% |
| 120 | UBER | Uber Technologi... | 93.11 | +2.43% | 52.31K | -26.19% | 3.16M | 66.71 | 0.13% |
| 121 | AOA | iShares Core Ag... | 82.78 | +0.75% | 40.79K | +5.81% | 3.13M | 58.98 | 0.13% |
| 122 | ABBV | AbbVie Inc. | 186.97 | +0.85% | 17.58K | +3.80% | 3.12M | 152.84 | 0.13% |
| 123 | DUK | Duke Energy Cor... | 116.38 | +0.37% | 28.46K | -56.39% | 3.07M | 115.3 | 0.12% |
| 124 | PNC | The PNC Financi... | 185.72 | +1.76% | 15.81K | -27.4% | 3.05M | 123.69 | 0.12% |
| 125 | ASML | ASML Holding N.... | 798.16 | -2.09% | 4.39K | +13.26% | 3.04M | 705.17 | 0.12% |
| 126 | LRCX | Lam Research Co... | 96.86 | +0.88% | 41.89K | +100.00% | 3.04M | 72.23 | 0.12% |
| 127 | HLF | Herbalife Nutri... | 8.33 | +1.03% | 450K | -10% | 3.01M | 19.89 | 0.12% |
| 128 | VTEB | Vanguard Tax-Ex... | 48.95 | +0.09% | 59.86K | -0.74% | 3M | 51.37 | 0.12% |
| 129 | ANET | Arista Networks... | 101.72 | +5.62% | 26.66K | +100.00% | 2.95M | 110.53 | 0.12% |
| 130 | FI | Fiserv, Inc. | 171.40 | +0.61% | 14.1K | +100.00% | 2.9M | 205.42 | 0.12% |
| 131 | KR | The Kroger Co. | 71.28 | -1.32% | 47.24K | +7.70% | 2.89M | 50.7 | 0.12% |
| 132 | VWO | Vanguard Emergi... | 49.45 | +0.69% | 64.71K | +100.00% | 2.85M | 44.04 | 0.12% |
| 133 | SUB | iShares Short-T... | 106.25 | +0.02% | 26.95K | -0.38% | 2.84M | 105.49 | 0.12% |
| 134 | ORCL | Oracle Corporat... | 213.02 | +1.09% | 16.67K | +11.33% | 2.78M | 111.1 | 0.11% |
| 135 | PZA | Invesco Nationa... | 22.34 | +0.11% | 117.62K | +0.56% | 2.78M | 24.55 | 0.11% |
| 136 | QLD | ProShares Ultra... | 115.50 | +1.91% | 25.51K | -2.31% | 2.76M | 46.06 | 0.11% |
| 137 | PYPL | PayPal Holdings... | 73.22 | +0.20% | 32.02K | +417.12% | 2.73M | 86.43 | 0.11% |
| 138 | MA | Mastercard Inco... | 546.24 | -0.63% | 5.17K | +4.38% | 2.72M | 411.44 | 0.11% |
| 139 | MS | Morgan Stanley | 139.78 | +1.50% | 21.34K | -62.77% | 2.68M | 99.62 | 0.11% |
| 140 | SHM | SPDR Nuveen Blo... | 47.78 | +0.05% | 56.53K | -0.52% | 2.68M | 47.28 | 0.11% |
| 141 | QQQJ | Invesco NASDAQ ... | 31.77 | +0.63% | 85.91K | +100.00% | 2.65M | 30.88 | 0.11% |
| 142 | FOXA | Fox Corporation | 56.71 | +1.29% | 54.44K | +100.00% | 2.64M | 48.58 | 0.11% |
| 143 | PFM | Invesco Dividen... | 47.74 | +0.70% | 56.95K | +229.50% | 2.61M | 44.05 | 0.11% |
| 144 | GDDY | GoDaddy Inc. | 177.16 | -0.12% | 13.02K | -2.48% | 2.57M | 156.78 | 0.10% |
| 145 | IFRA | iShares U.S. In... | 48.86 | +1.37% | 53.8K | +1.78% | 2.49M | 35.76 | 0.10% |
| 146 | BAC | Bank of America... | 47.51 | +1.40% | 56.19K | -9.09% | 2.47M | 33.95 | 0.10% |
| 147 | XLF | Financial Selec... | 51.80 | +0.75% | 50.89K | -1% | 2.46M | 33.68 | 0.10% |
| 148 | FDMO | Fidelity Moment... | 74.91 | +0.98% | 35.27K | +100.00% | 2.46M | 69.61 | 0.10% |
| 149 | JEPI | JPMorgan Equity... | 56.44 | +0.13% | 41.86K | +14.86% | 2.42M | 58.61 | 0.10% |
| 150 | NRG | NRG Energy, Inc... | 161.69 | +5.46% | 26.8K | +100.00% | 2.42M | 90.22 | 0.10% |