SteelPeak Wealth, LLC Q3 2023 Filing
Filed November 3, 2023
Portfolio Value
$1.6B
Holdings
390
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (390 positions)
| Stock | Value |
|---|---|
ETVEATON VANCE TAX-MANAGED BUY- | $347K |
TWSTTWIST BIOSCIENCE CORP | $345K |
AMTAMERICAN TOWER CORP NEW | $344K |
HOODROBINHOOD MKTS INC | $339K |
TFCTRUIST FINL CORP | $337K |
KKRKKR & CO INC | $336K |
PDPAGERDUTY INC | $335K |
PODDINSULET CORP | $335K |
UPSUNITED PARCEL SERVICE INC | $334K |
EELVINVESCO EXCH TRADED FD TR II | $332K |
MRNAMODERNA INC | $332K |
XLFISELECT SECTOR SPDR TR | $329K |
DFUVDIMENSIONAL ETF TRUST | $328K |
TDOCTELADOC HEALTH INC | $327K |
MDYSPDR S&P MIDCAP 400 ETF TR | $324K |
CITHE CIGNA GROUP | $316K |
GRMNGARMIN LTD | $316K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $315K |
RIOTRIOT PLATFORMS INC | $310K |
TELTE CONNECTIVITY LTD | $309K |
SCHWSCHWAB CHARLES CORP | $306K |
FCXFREEPORT-MCMORAN INC | $304K |
NTLAINTELLIA THERAPEUTICS INC | $301K |
MARAMARATHON DIGITAL HOLDINGS IN | $299K |
PATHUIPATH INC | $299K |
MLB1MERCADOLIBRE INC | $298K |
QQQJINVESCO EXCH TRADED FD TR II | $296K |
XFEBFIRST TR EXCH TRADED FD III | $295K |
VBRVANGUARD INDEX FDS | $294K |
CLSKCLEANSPARK INC | $294K |
EXASEXACT SCIENCES CORP | $288K |
TWLOTWILIO INC | $279K |
TJXTJX COS INC NEW | $278K |
AWCAMERICAN WTR WKS CO INC NEW | $277K |
AJGGALLAGHER ARTHUR J & CO | $274K |
LYBLYONDELLBASELL INDUSTRIES N | $272K |
ITWILLINOIS TOOL WKS INC | $269K |
ICLRICON PLC | $268K |
ADPAUTOMATIC DATA PROCESSING IN | $267K |
GNLXGENELUX CORPORATION | $267K |
XLUSELECT SECTOR SPDR TR | $265K |
CRSPCRISPR THERAPEUTICS AG | $262K |
JBHTHUNT J B TRANS SVCS INC | $262K |
VBKVANGUARD INDEX FDS | $261K |
DDMPROSHARES TR | $260K |
MUMICRON TECHNOLOGY INC | $254K |
RYROYAL BK CDA | $253K |
SPYGSPDR SER TR | $252K |
LITGLOBAL X FDS | $250K |
SHYGISHARES TR | $250K |
AIZASSURANT INC | $244K |
DFASDIMENSIONAL ETF TRUST | $243K |
EWEDWARDS LIFESCIENCES CORP | $241K |
ROSTROSS STORES INC | $240K |
VTVANGUARD INTL EQUITY INDEX F | $238K |
8CWCROWN CASTLE INC | $232K |
ENBENBRIDGE INC | $229K |
IWDISHARES TR | $229K |
VFCV F CORP | $227K |
LNCLINCOLN NATL CORP IND | $226K |
ARKKARK ETF TR | $226K |
HYGISHARES TR | $223K |
UVVUNIVERSAL CORP VA | $221K |
DHID R HORTON INC | $218K |
SUBISHARES TR | $216K |
GQ9SPDR GOLD TR | $214K |
VRTXVERTEX PHARMACEUTICALS INC | $210K |
MEARISHARES U S ETF TR | $209K |
OXYOCCIDENTAL PETE CORP | $208K |
IHEISHARES TR | $208K |
OGM1COGENT COMMUNICATIONS HLDGS | $206K |
COWZPACER FDS TR | $205K |
IGIBISHARES TR | $205K |
TECHBIO-TECHNE CORP | $204K |
CHRSCOHERUS BIOSCIENCES INC | $202K |
KWKENNEDY-WILSON HOLDINGS INC | $202K |
NWBINORTHWEST BANCSHARES INC MD | $192K |
VTRSVIATRIS INC | $166K |
XEVMXEATON VANCE CALIF MUN BD FD | $140K |
PLUNPLUG POWER INC | $139K |
HBANHUNTINGTON BANCSHARES INC | $128K |
XBFZXBLACKROCK CALIF MUN INCOME T | $108K |
FFWMFIRST FNDTN INC | $99K |
HTZWWHERTZ GLOBAL HLDGS INC | $93K |
LGFEURLIONS GATE ENTMNT CORP | $85K |
IBRXIMMUNITYBIO INC | $44K |
KNDIKANDI TECHNOLOGIES GROUP INC | $35K |
—ELECTRAMECCANICA VEHS CORP | $12K |
—BIOSIG TECHNOLOGIES INC | $7K |
OCGNOCUGEN INC | $5K |
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