SteelPeak Wealth, LLC Q1 2025 Filing

Filed May 1, 2025

Portfolio Value

$2.4B

Holdings

486

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (486 positions)

StockValue
AOMISHARES TR
$663K
ZBRAZEBRA TECHNOLOGIES CORPORATI
$662K
SOSOUTHERN CO
$662K
SNPSSYNOPSYS INC
$661K
TDIVFIRST TR EXCHANGE TRADED FD
$637K
HTGCHERCULES CAPITAL INC
$637K
IJRISHARES TR
$625K
XSLVINVESCO EXCH TRADED FD TR II
$618K
XLYSELECT SECTOR SPDR TR
$613K
RKLBROCKET LAB USA INC
$603K
OIIOCEANEERING INTL INC
$596K
ETVEATON VANCE TAX-MANAGED BUY-
$587K
PHPARKER-HANNIFIN CORP
$583K
GEGE AEROSPACE
$579K
HGVHILTON GRAND VACATIONS INC
$578K
BXSLBLACKSTONE SECD LENDING FD
$573K
LUNRINTUITIVE MACHINES INC
$571K
XLISELECT SECTOR SPDR TR
$560K
XLGINVESCO EXCHANGE TRADED FD T
$559K
FISFIDELITY NATL INFORMATION SV
$558K
VEAVANGUARD TAX-MANAGED FDS
$556K
QRMIGLOBAL X FDS
$548K
BNLBROADSTONE NET LEASE INC
$540K
RBLXROBLOX CORP
$539K
TLTISHARES TR
$536K
VOTVANGUARD INDEX FDS
$532K
IGEBISHARES TR
$531K
XYZBLOCK INC
$514K
UNPUNION PAC CORP
$511K
IGMISHARES TR
$509K
VBRVANGUARD INDEX FDS
$509K
AJGGALLAGHER ARTHUR J & CO
$508K
GEVGE VERNOVA INC
$508K
TOSTTOAST INC
$507K
BRKRBRUKER CORP
$506K
FALNISHARES TR
$504K
FBTCFIDELITY WISE ORIGIN BITCOIN
$504K
HIMSHIMS & HERS HEALTH INC
$502K
NUENUCOR CORP
$500K
FQIDIGITAL RLTY TR INC
$491K
VMCVULCAN MATLS CO
$478K
CCLCARNIVAL CORP
$473K
GRIDFIRST TR EXCHANGE TRADED FD
$472K
DOWDOW INC
$467K
SBCSABRA HEALTH CARE REIT INC
$465K
SCHBSCHWAB STRATEGIC TR
$461K
SMCISUPER MICRO COMPUTER INC
$459K
OUSTOUSTER INC
$448K
VNQVANGUARD INDEX FDS
$443K
IDLVINVESCO EXCH TRADED FD TR II
$441K
COPCONOCOPHILLIPS
$438K
USHYISHARES TR
$432K
DHRDANAHER CORPORATION
$429K
HYLSFIRST TR EXCHANGE-TRADED FD
$427K
PDPAGERDUTY INC
$427K
SPYGSPDR SER TR
$425K
SHELSHELL PLC
$424K
AQLTISHARES TR
$423K
ROKUROKU INC
$421K
SHWSHERWIN WILLIAMS CO
$419K
AUSFGLOBAL X FDS
$416K
RFMRIVERNORTH FLEXIBLE MUN INCO
$414K
FLOTISHARES TR
$409K
VBKVANGUARD INDEX FDS
$408K
DFUVDIMENSIONAL ETF TRUST
$398K
AGGISHARES TR
$397K
FICOFAIR ISAAC CORP
$393K
DGROISHARES TR
$383K
ILMNILLUMINA INC
$378K
ZTSZOETIS INC
$371K
RXRXRECURSION PHARMACEUTICALS IN
$370K
IGSBISHARES TR
$369K
VDEVANGUARD WORLD FD
$365K
GBTCGRAYSCALE BITCOIN TRUST ETF
$365K
NIONIO INC
$361K
RCLROYAL CARIBBEAN GROUP
$359K
GKOSGLAUKOS CORP
$358K
KAMOMANAGED PORTFOLIO SERIES
$355K
CLCOLGATE PALMOLIVE CO
$348K
EELVINVESCO EXCH TRADED FD TR II
$343K
SOFISOFI TECHNOLOGIES INC
$339K
PATHUIPATH INC
$337K
JNKSPDR SER TR
$328K
BNDVANGUARD BD INDEX FDS
$328K
PYLDPIMCO ETF TR
$325K
KLMNINVESCO EXCH TRADED FD TR II
$324K
TXG10X GENOMICS INC
$324K
ALABASTERA LABS INC
$319K
PPAINVESCO EXCHANGE TRADED FD T
$318K
SYKSTRYKER CORPORATION
$317K
SCHGSCHWAB STRATEGIC TR
$314K
UCONFIRST TR EXCHNG TRADED FD VI
$314K
IHIISHARES TR
$305K
GDGENERAL DYNAMICS CORP
$303K
CRSPCRISPR THERAPEUTICS AG
$302K
STWDSTARWOOD PPTY TR INC
$300K
GLWCORNING INC
$300K
KRKROGER CO
$297K
GMGENERAL MTRS CO
$295K
ALSALLSTATE CORP
$293K
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