Steel Peak Wealth Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SP Steel Peak Wealth Management LLC | Institutional Filer | ▲ 6.71% | $3.27B | 527 |
Current Portfolio Holdings
Showing all 527 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 1.0M | $258.1M | 7.88% |
| 2 | NVDA | NVIDIA Corporation | Technology | 931K | $162.4M | 4.96% |
| 3 | TSLA | Tesla, Inc. | Consumer Cyclical | 316K | $117.5M | 3.59% |
| 4 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 539K | $112.3M | 3.43% |
| 5 | SPY | SPDR S&P 500 ETF Trust | — | 150K | $98.0M | 2.99% |
| 6 | GOOGL | Alphabet Inc. | Technology | 333K | $95.7M | 2.92% |
| 7 | QQQ | Invesco QQQ Trust | — | 147K | $84.6M | 2.58% |
| 8 | MSFT | Microsoft Corporation | Technology | 196K | $72.6M | 2.22% |
| 9 | META | Meta Platforms, Inc. | Technology | 112K | $63.9M | 1.95% |
| 10 | IVV | ISHARES TR | — | 96K | $62.8M | 1.92% |
| 11 | IUSB | ISHARES TR | — | 1.1M | $50.4M | 1.54% |
| 12 | AMD | Advanced Micro Devices, Inc. | Technology | 238K | $48.4M | 1.48% |
| 13 | AMGN | Amgen Inc. | Healthcare | 136K | $47.8M | 1.46% |
| 14 | CSCO | Cisco Systems, Inc. | Technology | 512K | $39.7M | 1.21% |
| 15 | AVGO | Broadcom Inc. | Technology | 125K | $38.5M | 1.18% |
Showing 1 to 15 of 527 holdings