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)
| Stock | Value |
|---|---|
VTVANGUARD INTL EQUITY INDEX F | $290K |
BKBANK NEW YORK MELLON CORP | $290K |
IWDISHARES TR | $288K |
TWSTTWIST BIOSCIENCE CORP | $288K |
NDAQNASDAQ INC | $286K |
EFAVISHARES TR | $284K |
BUCKSIMPLIFY EXCHANGE TRADED FUN | $280K |
RSPNINVESCO EXCHANGE TRADED FD T | $279K |
DFASDIMENSIONAL ETF TRUST | $277K |
SHYGISHARES TR | $276K |
RFMZRIVERNORTH FLEXIBLE MUNI INC | $275K |
BILSPDR SER TR | $273K |
PYPLPAYPAL HLDGS INC | $273K |
KKRKKR & CO INC | $272K |
MUCBLACKROCK MUNIHLDNGS CALI QL | $272K |
MGVVANGUARD WORLD FD | $271K |
WBAWALGREENS BOOTS ALLIANCE INC | $270K |
POWAINVESCO EXCH TRD SLF IDX FD | $270K |
ROSTROSS STORES INC | $269K |
RDDTREDDIT INC | $268K |
AVAAVISTA CORP | $266K |
FFORD MTR CO | $262K |
ZMZOOM COMMUNICATIONS INC | $261K |
BENFRANKLIN RESOURCES INC | $259K |
CITHE CIGNA GROUP | $258K |
SRSPIRE INC | $258K |
COWZPACER FDS TR | $257K |
UVVUNIVERSAL CORP VA | $257K |
LYBLYONDELLBASELL INDUSTRIES N | $256K |
NWENORTHWESTERN ENERGY GROUP IN | $254K |
EXEEXPAND ENERGY CORPORATION | $253K |
RACEFERRARI N V | $253K |
AIRRFIRST TR EXCHANGE TRADED FD | $252K |
PTCTPTC THERAPEUTICS INC | $252K |
ITWILLINOIS TOOL WKS INC | $249K |
NWNNORTHWEST NAT HLDG CO | $249K |
CMECME GROUP INC | $248K |
BUFQFIRST TR EXCHNG TRADED FD VI | $246K |
UGIUGI CORP NEW | $245K |
TPLTEXAS PACIFIC LAND CORPORATI | $241K |
IUSGISHARES TR | $237K |
VBVANGUARD INDEX FDS | $236K |
7HPHP INC | $233K |
TGTXTG THERAPEUTICS INC | $233K |
VCSHVANGUARD SCOTTSDALE FDS | $231K |
RIVNRIVIAN AUTOMOTIVE INC | $230K |
ZSZSCALER INC | $229K |
SHYISHARES TR | $228K |
WSBCWESBANCO INC | $228K |
CPRTCOPART INC | $226K |
NTRANATERA INC | $222K |
CBCHUBB LIMITED | $222K |
APPFAPPFOLIO INC | $220K |
SCHXSCHWAB STRATEGIC TR | $215K |
CHTRCHARTER COMMUNICATIONS INC N | $215K |
SPYDSPDR SER TR | $215K |
STKCOLUMBIA SELIGM PREM TECH GR | $212K |
XELXCEL ENERGY INC | $212K |
AIZASSURANT INC | $210K |
JKHYHENRY JACK & ASSOC INC | $209K |
NEENEXTERA ENERGY INC | $209K |
FIBKFIRST INTST BANCSYSTEM INC | $207K |
JPSTJ P MORGAN EXCHANGE TRADED F | $206K |
RMERESMED INC | $203K |
COKECOCA COLA CONS INC | $203K |
TROWPRICE T ROWE GROUP INC | $202K |
SLVISHARES SILVER TR | $202K |
MDYSPDR S&P MIDCAP 400 ETF TR | $202K |
HBANHUNTINGTON BANCSHARES INC | $171K |
DAWNDAY ONE BIOPHARMACEUTICALS I | $169K |
SNAPSNAP INC | $109K |
XCHYXCALAMOS CONV & HIGH INCOME F | $101K |
FFWMFIRST FNDTN INC | $85K |
TCPCBLACKROCK TCP CAPITAL CORP | $80K |
PMT 5.5 03/15/26PENNYMAC CORP | $74K |
CRDFCARDIFF ONCOLOGY INC | $58K |
CHRSCOHERUS BIOSCIENCES INC | $56K |
SMRTSMARTRENT INC | $40K |
NGDNEW GOLD INC CDA | $37K |
VRCAVERRICA PHARMACEUTICALS INC | $34K |
IBRXIMMUNITYBIO INC | $31K |
CCIVGBPLUCID GROUP INC | $31K |
GNLXGENELUX CORPORATION | $29K |
PLUNPLUG POWER INC | $21K |
KNDIKANDI TECHNOLOGIES GROUP INC | $14K |
NRDYNERDY INC | $14K |
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