SteelPeak Wealth, LLC Q4 2023 Filing

Filed January 24, 2024

Portfolio Value

$1.7B

Holdings

389

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (389 positions)

StockValue
AAPLAPPLE INC
$147.9M
IVVISHARES TR
$95.8M
AMZNAMAZON COM INC
$57.5M
GOOGLALPHABET INC
$46.0M
MSFTMICROSOFT CORP
$45.5M
SPYSPDR S&P 500 ETF TR
$42.7M
METAMETA PLATFORMS INC
$35.3M
TSLATESLA INC
$34.1M
NDQINVESCO QQQ TR
$33.8M
AMGNAMGEN INC
$30.3M
NVDANVIDIA CORPORATION
$29.2M
ASTHAPOLLO MED HLDGS INC
$25.9M
CSCOCISCO SYS INC
$25.5M
IUSBISHARES TR
$25.3M
CRMSALESFORCE INC
$24.8M
INTUINTUIT
$21.5M
CMCSACOMCAST CORP NEW
$20.0M
QUALISHARES TR
$19.9M
QCOMQUALCOMM INC
$19.6M
INTCINTEL CORP
$18.9M
AVGOBROADCOM INC
$18.6M
AMATAPPLIED MATLS INC
$18.0M
EFVISHARES TR
$16.7M
SPYVSPDR SER TR
$16.0M
AMDADVANCED MICRO DEVICES INC
$15.4M
TMUST-MOBILE US INC
$15.1M
IBMINTERNATIONAL BUSINESS MACHS
$13.6M
IWMISHARES TR
$13.0M
JPMJPMORGAN CHASE & CO
$12.5M
COSTCOSTCO WHSL CORP NEW
$12.5M
NFLXNETFLIX INC
$11.8M
QQQEDIREXION SHS ETF TR
$11.4M
GOOGALPHABET INC
$11.0M
DONSPDR DOW JONES INDL AVERAGE
$10.8M
ADBEADOBE INC
$10.7M
MBBISHARES TR
$10.7M
VLOVALERO ENERGY CORP
$10.6M
PGPROCTER AND GAMBLE CO
$10.5M
EFGISHARES TR
$10.5M
GSGOLDMAN SACHS GROUP INC
$10.4M
EFAISHARES TR
$10.4M
CVXCHEVRON CORP NEW
$10.4M
PSXPHILLIPS 66
$10.2M
IGMISHARES TR
$10.2M
BACVERIZON COMMUNICATIONS INC
$9.9M
MRVLMARVELL TECHNOLOGY INC
$9.9M
FTECFIDELITY COVINGTON TRUST
$9.5M
CATCATERPILLAR INC
$9.2M
ADPAUTOMATIC DATA PROCESSING IN
$9.1M
USBUS BANCORP DEL
$8.6M
IYWISHARES TR
$8.6M
HDHOME DEPOT INC
$8.5M
TFLOISHARES TR
$8.4M
IEMGISHARES INC
$8.4M
DWDMORGAN STANLEY
$8.4M
TIPISHARES TR
$8.3M
JNJJOHNSON & JOHNSON
$8.2M
VRTXVERTEX PHARMACEUTICALS INC
$8.2M
EEMISHARES TR
$8.1M
TFCTRUIST FINL CORP
$8.0M
TXNTEXAS INSTRS INC
$7.7M
KOCOCA COLA CO
$7.7M
GILDGILEAD SCIENCES INC
$7.6M
HLFHERBALIFE LTD
$7.6M
PNCPNC FINL SVCS GROUP INC
$7.6M
LQDISHARES TR
$7.4M
DOWDOW INC
$7.3M
ESGUISHARES TR
$7.3M
SCHDSCHWAB STRATEGIC TR
$7.2M
MGVVANGUARD WORLD FD
$6.8M
METMETLIFE INC
$6.7M
VOOVANGUARD INDEX FDS
$6.6M
TLTISHARES TR
$6.2M
XLKSELECT SECTOR SPDR TR
$6.1M
OEFISHARES TR
$5.9M
UNHUNITEDHEALTH GROUP INC
$5.9M
HDVISHARES TR
$5.6M
AGGISHARES TR
$5.3M
IVWISHARES TR
$5.2M
BXBLACKSTONE INC
$5.2M
BACBANK AMERICA CORP
$5.1M
MMM3M CO
$5.0M
MUNIPIMCO ETF TR
$5.0M
SUBISHARES TR
$5.0M
WBAWALGREENS BOOTS ALLIANCE INC
$4.7M
BABOEING CO
$4.5M
TAT&T INC
$4.3M
SPGPINVESCO EXCHANGE TRADED FD T
$4.2M
NKENIKE INC
$4.2M
WFCWELLS FARGO CO NEW
$4.2M
TRVCCITIGROUP INC
$4.0M
LRCXEURLAM RESEARCH CORP
$4.0M
VTVVANGUARD INDEX FDS
$3.8M
USMVISHARES TR
$3.7M
DUKDUKE ENERGY CORP NEW
$3.6M
4I1PHILIP MORRIS INTL INC
$3.5M
VVISA INC
$3.4M
BKNGBOOKING HOLDINGS INC
$3.3M
SHOPSHOPIFY INC
$3.2M
MUBISHARES TR
$3.2M
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