Steel Peak Wealth Management
Latest statistics and disclosures from SteelPeak Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, QQQ, AMZN, GOOGL, and represent 22.04% of SteelPeak Wealth's stock portfolio.
- Added to shares of these 10 stocks: QQQE (+$57M), MGV (+$43M), LRCX (+$34M), NFLX (+$28M), FTEC (+$24M), QQQ (+$23M), APP (+$18M), MU (+$15M), PEP (+$14M), IVE (+$13M).
- Started 80 new stock positions in VZLA, ULTA, COKE, BEAM, IGF, GRAB, CAVA, VCV, LITE, ICLN.
- Reduced shares in these 10 stocks: AMD (-$32M), IGM (-$26M), TXN (-$22M), AVGO (-$19M), ISRG (-$18M), MSFT (-$18M), CSCO (-$14M), NVDA (-$13M), QUAL (-$13M), HON (-$10M).
- Sold out of its positions in ATGE, ALL, AEE, ADM, AIZ, CAR, MUC, TCPC, BRKR, CF.
- SteelPeak Wealth was a net buyer of stock by $17M.
- SteelPeak Wealth has $3.1B in assets under management (AUM), dropping by 2.20%.
- Central Index Key (CIK): 0001801868
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Portfolio Holdings for SteelPeak Wealth
SteelPeak Wealth holds 493 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.4 | $229M | -3% | 840k | 271.86 |
|
| NVIDIA Corporation (NVDA) | 4.5 | $139M | -8% | 746k | 186.50 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.5 | $107M | +27% | 174k | 614.31 |
|
| Amazon (AMZN) | 3.4 | $104M | +2% | 452k | 230.82 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $98M | 313k | 313.00 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.8 | $87M | +5% | 126k | 683.90 |
|
| Tesla Motors (TSLA) | 2.1 | $64M | +8% | 142k | 449.72 |
|
| Meta Platforms Cl A (META) | 2.0 | $61M | -11% | 92k | 660.09 |
|
| Microsoft Corporation (MSFT) | 2.0 | $60M | -23% | 125k | 483.62 |
|
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 1.9 | $57M | NEW | 556k | 102.31 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 1.7 | $51M | 1.1M | 46.54 |
|
|
| Micron Technology (MU) | 1.5 | $45M | +52% | 156k | 285.53 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.4 | $44M | +40% | 205k | 212.07 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 1.4 | $43M | +16126% | 304k | 141.16 |
|
| Broadcom (AVGO) | 1.4 | $43M | -31% | 123k | 346.10 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $42M | -9% | 61k | 684.94 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.3 | $41M | 670k | 60.81 |
|
|
| Advanced Micro Devices (AMD) | 1.3 | $40M | -43% | 188k | 214.16 |
|
| Palantir Technologies Cl A (PLTR) | 1.3 | $39M | -10% | 217k | 177.75 |
|
| Amgen (AMGN) | 1.2 | $38M | +28% | 116k | 327.31 |
|
| Lam Research Corp Com New (LRCX) | 1.2 | $37M | +1055% | 217k | 171.44 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.1 | $35M | 281k | 123.26 |
|
|
| Ishares Core Msci Emkt (IEMG) | 1.1 | $34M | +24% | 503k | 67.22 |
|
| Netflix (NFLX) | 1.0 | $31M | +1010% | 328k | 93.76 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 1.0 | $30M | +4% | 61k | 481.63 |
|
| Qualcomm (QCOM) | 0.9 | $29M | +9% | 169k | 171.05 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.9 | $29M | 83k | 342.97 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.8 | $26M | -13% | 365k | 71.41 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $25M | -2% | 79k | 313.80 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.8 | $24M | +3622% | 108k | 224.67 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.8 | $23M | 599k | 38.73 |
|
|
| Cisco Systems (CSCO) | 0.7 | $21M | -40% | 278k | 77.03 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.7 | $21M | -38% | 105k | 198.62 |
|
| Merck & Co (MRK) | 0.7 | $20M | +29% | 191k | 106.09 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.7 | $20M | +70% | 81k | 250.31 |
|
| Intel Corporation (INTC) | 0.6 | $20M | +38% | 536k | 36.90 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.6 | $20M | +168% | 123k | 160.97 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $20M | -7% | 80k | 246.16 |
|
| Chevron Corporation (CVX) | 0.6 | $19M | +49% | 124k | 152.41 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.6 | $19M | +13% | 357k | 52.77 |
|
| Applovin Corp Com Cl A (APP) | 0.6 | $18M | +6261% | 27k | 673.82 |
|
| Johnson & Johnson (JNJ) | 0.6 | $17M | +8% | 84k | 206.95 |
|
| Verizon Communications (VZ) | 0.6 | $17M | 427k | 40.73 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.5 | $17M | +3% | 176k | 95.22 |
|
| Intuit (INTU) | 0.5 | $17M | -37% | 25k | 662.43 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $16M | -35% | 50k | 322.22 |
|
| Metropcs Communications (TMUS) | 0.5 | $16M | +39% | 78k | 203.04 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.5 | $16M | 198k | 80.03 |
|
|
| Applied Materials (AMAT) | 0.5 | $16M | -5% | 61k | 256.99 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.5 | $15M | -13% | 152k | 101.67 |
|
| Linde SHS (LIN) | 0.5 | $15M | +34% | 35k | 426.39 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.5 | $15M | 390k | 38.56 |
|
|
| Pepsi (PEP) | 0.5 | $15M | +1280% | 102k | 144.89 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.5 | $15M | -2% | 438k | 33.30 |
|
| Astrana Health Com New (ASTH) | 0.5 | $14M | 580k | 24.81 |
|
|
| UnitedHealth (UNH) | 0.5 | $14M | +28% | 43k | 330.11 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $14M | +4% | 143k | 96.03 |
|
| Marvell Technology (MRVL) | 0.4 | $14M | -6% | 160k | 84.98 |
|
| Caterpillar (CAT) | 0.4 | $13M | +9% | 24k | 572.86 |
|
| Goldman Sachs (GS) | 0.4 | $13M | +13% | 15k | 878.99 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $12M | +6% | 224k | 54.71 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $12M | +9% | 14k | 862.33 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.4 | $11M | +125% | 78k | 143.97 |
|
| Pgim Short Duration High Yie (ISD) | 0.4 | $11M | +3% | 740k | 14.57 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $11M | +6% | 132k | 81.17 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.3 | $11M | NEW | 87k | 121.61 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $11M | NEW | 21k | 502.65 |
|
| T Rowe Price Etf Floating Rate (TFLR) | 0.3 | $10M | -2% | 198k | 51.40 |
|
| Home Depot (HD) | 0.3 | $10M | -7% | 29k | 344.09 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.3 | $9.7M | -3% | 193k | 50.01 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $9.5M | -34% | 28k | 335.27 |
|
| Abbvie (ABBV) | 0.3 | $9.4M | +58% | 41k | 228.49 |
|
| Visa Com Cl A (V) | 0.3 | $9.1M | -10% | 26k | 350.71 |
|
| Pfizer (PFE) | 0.3 | $8.6M | +37% | 344k | 24.90 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $8.2M | NEW | 276k | 29.61 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $7.8M | +5% | 17k | 468.76 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $7.7M | -32% | 12k | 627.15 |
|
| Travelers Companies (TRV) | 0.2 | $7.7M | +214% | 26k | 290.06 |
|
| McDonald's Corporation (MCD) | 0.2 | $7.6M | -13% | 25k | 305.63 |
|
| ConocoPhillips (COP) | 0.2 | $7.4M | +1921% | 79k | 93.61 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $7.4M | +71% | 62k | 120.34 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $7.2M | +45% | 115k | 62.47 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $7.1M | 33k | 214.69 |
|
|
| Uber Technologies (UBER) | 0.2 | $6.8M | +31% | 84k | 81.71 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.2 | $6.7M | +1124% | 140k | 48.00 |
|
| 3M Company (MMM) | 0.2 | $6.6M | +928% | 41k | 160.10 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $6.4M | +17% | 42k | 154.14 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $6.4M | +2% | 127k | 50.46 |
|
| Kla Corp Com New (KLAC) | 0.2 | $6.4M | NEW | 5.3k | 1215.09 |
|
| Western Digital (WDC) | 0.2 | $6.4M | +1866% | 37k | 172.27 |
|
| Coca-Cola Company (KO) | 0.2 | $6.3M | -48% | 90k | 69.91 |
|
| Bank of America Corporation (BAC) | 0.2 | $6.2M | +93% | 113k | 55.00 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $5.7M | -75% | 10k | 566.38 |
|
| Booking Holdings (BKNG) | 0.2 | $5.7M | -51% | 1.1k | 5355.36 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $5.4M | -41% | 11k | 487.85 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $5.4M | 56k | 96.28 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $5.3M | +28% | 9.3k | 570.91 |
|
| At&t (T) | 0.2 | $5.3M | -49% | 214k | 24.84 |
|
| Procter & Gamble Company (PG) | 0.2 | $5.3M | -51% | 37k | 143.31 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $5.1M | +11% | 223k | 23.02 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $5.1M | +72% | 51k | 99.88 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $5.0M | +62% | 70k | 71.42 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $4.7M | -30% | 4.3k | 1074.68 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $4.6M | +508% | 60k | 76.23 |
|
| Boeing Company (BA) | 0.1 | $4.4M | -22% | 20k | 217.12 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $4.4M | +198% | 11k | 396.31 |
|
| Leidos Holdings (LDOS) | 0.1 | $4.3M | +18% | 24k | 180.40 |
|
| Synchrony Financial (SYF) | 0.1 | $4.3M | -9% | 51k | 83.43 |
|
| Wal-Mart Stores (WMT) | 0.1 | $4.3M | +4% | 38k | 111.41 |
|
| Kroger (KR) | 0.1 | $4.3M | +30% | 68k | 62.48 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $4.2M | -36% | 77k | 54.77 |
|
| S&p Global (SPGI) | 0.1 | $4.2M | +32% | 8.1k | 522.59 |
|
| Electronic Arts (EA) | 0.1 | $4.2M | NEW | 20k | 204.33 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $4.2M | -9% | 27k | 155.12 |
|
| American Electric Power Company (AEP) | 0.1 | $4.1M | NEW | 36k | 115.31 |
|
| Tidal Trust I Fundstrat Granny (GRNY) | 0.1 | $4.1M | +242% | 165k | 24.76 |
|
| Ventas (VTR) | 0.1 | $4.1M | NEW | 52k | 77.86 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $4.0M | +642% | 13k | 301.15 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $4.0M | -3% | 35k | 113.10 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $4.0M | -30% | 25k | 162.01 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $4.0M | NEW | 28k | 141.49 |
|
| Ishares Tr Systematic Bd Et (SYSB) | 0.1 | $3.9M | NEW | 44k | 89.76 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $3.9M | +2% | 30k | 131.03 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $3.9M | +21% | 21k | 185.61 |
|
| Corteva (CTVA) | 0.1 | $3.9M | NEW | 58k | 67.03 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $3.8M | +29% | 55k | 70.12 |
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.1 | $3.8M | -2% | 43k | 89.56 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $3.8M | +135% | 72k | 52.72 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $3.8M | 38k | 99.85 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $3.8M | -23% | 40k | 93.20 |
|
| Medtronic SHS (MDT) | 0.1 | $3.7M | NEW | 38k | 96.77 |
|
| Morgan Stanley Com New (MS) | 0.1 | $3.7M | -60% | 21k | 177.53 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $3.7M | +99% | 52k | 70.41 |
|
| Ge Aerospace Com New (GE) | 0.1 | $3.6M | +12% | 12k | 308.39 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $3.6M | +24% | 34k | 107.11 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.1 | $3.5M | +20% | 29k | 119.32 |
|
| McKesson Corporation (MCK) | 0.1 | $3.5M | +10% | 4.3k | 820.95 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $3.5M | NEW | 42k | 82.48 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $3.4M | -16% | 73k | 47.02 |
|
| Steel Dynamics (STLD) | 0.1 | $3.4M | +1119% | 20k | 169.95 |
|
| Palo Alto Networks (PANW) | 0.1 | $3.4M | +21% | 18k | 184.20 |
|
| General Motors Company (GM) | 0.1 | $3.3M | -28% | 40k | 81.32 |
|
| EQT Corporation (EQT) | 0.1 | $3.2M | NEW | 61k | 53.60 |
|
| Herbalife Com Shs (HLF) | 0.1 | $3.2M | -44% | 250k | 12.89 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $3.2M | +158% | 12k | 276.13 |
|
| Duolingo Cl A Com (DUOL) | 0.1 | $3.2M | +79% | 18k | 175.50 |
|
| AmerisourceBergen (COR) | 0.1 | $3.1M | +2% | 9.2k | 337.75 |
|
| Las Vegas Sands (LVS) | 0.1 | $3.1M | +835% | 48k | 65.09 |
|
| MetLife (MET) | 0.1 | $3.1M | -7% | 39k | 78.94 |
|
| Altria (MO) | 0.1 | $3.0M | -67% | 51k | 58.72 |
|
| Celestica (CLS) | 0.1 | $3.0M | -28% | 10k | 295.61 |
|
| Citigroup Com New (C) | 0.1 | $2.9M | -47% | 25k | 116.69 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $2.9M | +116% | 24k | 119.41 |
|
| First Solar (FSLR) | 0.1 | $2.9M | +10% | 11k | 261.23 |
|
| AeroVironment (AVAV) | 0.1 | $2.9M | -13% | 12k | 241.89 |
|
| Baker Hughes Company Cl A (BKR) | 0.1 | $2.8M | -5% | 62k | 45.54 |
|
| Waste Management (WM) | 0.1 | $2.8M | 13k | 219.71 |
|
|
| eBay (EBAY) | 0.1 | $2.8M | -24% | 32k | 87.10 |
|
| Xcel Energy (XEL) | 0.1 | $2.8M | NEW | 37k | 74.43 |
|
| Globe Life (GL) | 0.1 | $2.7M | -7% | 19k | 139.86 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $2.7M | +38% | 27k | 98.50 |
|
| D.R. Horton (DHI) | 0.1 | $2.7M | NEW | 18k | 144.03 |
|
| Lumentum Hldgs (LITE) | 0.1 | $2.6M | NEW | 7.2k | 368.59 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $2.6M | -10% | 7.3k | 360.13 |
|
| Republic Services (RSG) | 0.1 | $2.6M | +130% | 12k | 211.93 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $2.6M | -3% | 46k | 57.46 |
|
| Equifax (EFX) | 0.1 | $2.6M | +49% | 12k | 216.98 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $2.6M | +59% | 4.5k | 570.27 |
|
| Ishares Gold Tr Shares Represent (IAUM) | 0.1 | $2.6M | 60k | 42.99 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $2.5M | +15% | 8.3k | 304.72 |
|
| Woodward Governor Company (WWD) | 0.1 | $2.5M | 8.2k | 302.32 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $2.4M | 18k | 135.39 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $2.4M | 48k | 50.29 |
|
|
| Howmet Aerospace (HWM) | 0.1 | $2.4M | 12k | 205.03 |
|
|
| Comfort Systems USA (FIX) | 0.1 | $2.4M | -23% | 2.6k | 933.32 |
|
| Argan (AGX) | 0.1 | $2.4M | -19% | 7.6k | 313.33 |
|
| Spdr Series Trust State Street Spd (XME) | 0.1 | $2.4M | NEW | 23k | 103.61 |
|
| Primoris Services (PRIM) | 0.1 | $2.3M | +5% | 19k | 124.22 |
|
| Cameco Corporation (CCJ) | 0.1 | $2.3M | -4% | 26k | 91.49 |
|
| Oracle Corporation (ORCL) | 0.1 | $2.3M | +35% | 12k | 194.91 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $2.3M | -34% | 14k | 162.63 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $2.3M | -34% | 12k | 190.99 |
|
| Fidelity National Information Services (FIS) | 0.1 | $2.3M | +355% | 34k | 66.46 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $2.3M | 21k | 106.70 |
|
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.1 | $2.2M | 37k | 61.13 |
|
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $2.2M | -2% | 95k | 23.19 |
|
| Dycom Industries (DY) | 0.1 | $2.2M | NEW | 6.5k | 337.90 |
|
| Agnico (AEM) | 0.1 | $2.2M | NEW | 13k | 169.53 |
|
| Monster Beverage Corp (MNST) | 0.1 | $2.2M | 28k | 76.67 |
|
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $2.1M | -47% | 18k | 117.72 |
|
| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.1 | $2.1M | -5% | 45k | 47.16 |
|
| FedEx Corporation (FDX) | 0.1 | $2.1M | +12% | 7.4k | 290.32 |
|
| Emcor (EME) | 0.1 | $2.1M | +3% | 3.4k | 611.80 |
|
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.1 | $2.1M | -6% | 87k | 24.16 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $2.1M | +47% | 19k | 110.19 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $2.1M | -3% | 3.6k | 580.71 |
|
| Spdr Series Trust State Street Spd (TFI) | 0.1 | $2.1M | -2% | 45k | 45.71 |
|
| Darden Restaurants (DRI) | 0.1 | $2.1M | -24% | 11k | 184.02 |
|
| Spdr Series Trust State Street Spd (SHM) | 0.1 | $2.1M | -3% | 43k | 47.99 |
|
| Genuine Parts Company (GPC) | 0.1 | $2.0M | NEW | 17k | 123.94 |
|
| Verisign (VRSN) | 0.1 | $2.0M | NEW | 8.4k | 242.95 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $2.0M | -2% | 40k | 51.13 |
|
| Abbott Laboratories (ABT) | 0.1 | $2.0M | -20% | 16k | 125.29 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.0M | -41% | 2.6k | 753.79 |
|
| Cloudflare Cl A Com (NET) | 0.1 | $2.0M | 10k | 197.15 |
|
|
| American Intl Group Com New (AIG) | 0.1 | $2.0M | +44% | 23k | 85.55 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $2.0M | +187% | 75k | 26.23 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $2.0M | NEW | 36k | 53.94 |
|
| Lowe's Companies (LOW) | 0.1 | $1.9M | +3% | 8.1k | 241.15 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $1.9M | -15% | 13k | 154.80 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $1.9M | +28% | 39k | 49.65 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $1.9M | -30% | 33k | 57.66 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.9M | +104% | 1.8k | 1069.86 |
|
| salesforce (CRM) | 0.1 | $1.9M | 7.1k | 265.31 |
|
|
| Tapestry (TPR) | 0.1 | $1.9M | NEW | 15k | 127.77 |
|
| Starbucks Corporation (SBUX) | 0.1 | $1.8M | -28% | 22k | 84.21 |
|
| International Business Machines (IBM) | 0.1 | $1.8M | -80% | 6.1k | 296.19 |
|
| RadNet (RDNT) | 0.1 | $1.8M | 25k | 71.35 |
|
|
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $1.8M | NEW | 13k | 136.73 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.7M | +441% | 20k | 87.16 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $1.7M | -92% | 10k | 173.49 |
|
| Vici Pptys (VICI) | 0.1 | $1.7M | +36% | 61k | 28.37 |
|
| Dell Technologies CL C (DELL) | 0.1 | $1.7M | +15% | 14k | 125.88 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $1.7M | -19% | 34k | 50.58 |
|
| Snowflake Com Shs (SNOW) | 0.1 | $1.7M | -3% | 7.8k | 219.36 |
|
| Cigna Corp (CI) | 0.1 | $1.7M | +614% | 6.1k | 275.22 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.1 | $1.6M | +6% | 22k | 75.91 |
|
| United Rentals (URI) | 0.1 | $1.6M | -5% | 2.0k | 809.32 |
|
| Walt Disney Company (DIS) | 0.1 | $1.6M | -18% | 14k | 114.50 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.1 | $1.6M | -6% | 28k | 56.81 |
|
| Simon Property (SPG) | 0.1 | $1.6M | +16% | 8.7k | 185.11 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $1.6M | -8% | 16k | 100.70 |
|
| Proshares Tr Invt Int Rt Hg (IGHG) | 0.1 | $1.6M | -3% | 20k | 78.42 |
|
| United Parcel Service CL B (UPS) | 0.1 | $1.6M | -69% | 16k | 99.19 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.6M | +255% | 24k | 64.42 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.1 | $1.5M | +119% | 17k | 91.38 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $1.5M | +4% | 64k | 24.04 |
|
| Expedia Group Com New (EXPE) | 0.0 | $1.5M | -8% | 5.4k | 283.29 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $1.5M | 2.00 | 754800.00 |
|
|
| Amphastar Pharmaceuticals (AMPH) | 0.0 | $1.5M | 56k | 26.78 |
|
|
| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) | 0.0 | $1.5M | -18% | 15k | 100.26 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $1.5M | -85% | 4.2k | 349.99 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $1.4M | +41% | 7.8k | 183.39 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 0.0 | $1.4M | 28k | 51.27 |
|
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.0 | $1.4M | -33% | 31k | 43.64 |
|
| Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) | 0.0 | $1.3M | +118% | 57k | 23.71 |
|
| Philip Morris International (PM) | 0.0 | $1.3M | -75% | 8.2k | 161.87 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $1.3M | +3% | 17k | 77.53 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $1.3M | -5% | 4.9k | 257.95 |
|
| Servicenow (NOW) | 0.0 | $1.2M | +483% | 8.1k | 153.19 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $1.2M | +35% | 18k | 68.36 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $1.2M | +66% | 26k | 44.71 |
|
| Host Hotels & Resorts (HST) | 0.0 | $1.2M | +31% | 65k | 18.08 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $1.2M | -27% | 30k | 39.45 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $1.1M | +40% | 14k | 81.03 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $1.1M | +398% | 14k | 82.82 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $1.1M | -3% | 3.8k | 290.24 |
|
| Ishares Msci Japan Etf (EWJ) | 0.0 | $1.1M | 14k | 80.74 |
|
|
| American Express Company (AXP) | 0.0 | $1.1M | -86% | 2.9k | 369.90 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $1.0M | -3% | 6.2k | 168.77 |
|
| Pinterest Cl A (PINS) | 0.0 | $1.0M | -13% | 40k | 25.89 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $1.0M | +100% | 18k | 57.92 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $1.0M | -62% | 5.4k | 191.56 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.0 | $1.0M | -7% | 21k | 49.82 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $1.0M | +335% | 1.7k | 605.52 |
|
| Albany Intl Corp Cl A (AIN) | 0.0 | $1.0M | 20k | 50.98 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $1.0M | 3.2k | 318.51 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $1.0M | +101% | 11k | 89.46 |
|
| Astera Labs (ALAB) | 0.0 | $1.0M | NEW | 6.0k | 166.36 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $991k | 11k | 91.40 |
|
|
| Garmin SHS (GRMN) | 0.0 | $991k | 4.9k | 202.84 |
|
|
| MercadoLibre (MELI) | 0.0 | $987k | NEW | 490.00 | 2014.26 |
|
| Deere & Company (DE) | 0.0 | $983k | -73% | 2.1k | 467.19 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $978k | -32% | 4.3k | 226.14 |
|
| Fair Isaac Corporation (FICO) | 0.0 | $974k | 576.00 | 1690.62 |
|
|
| Monolithic Power Systems (MPWR) | 0.0 | $969k | +21% | 1.1k | 907.92 |
|
| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 0.0 | $945k | +152% | 23k | 42.03 |
|
| Nike CL B (NKE) | 0.0 | $932k | -84% | 15k | 64.24 |
|
| Irhythm Technologies (IRTC) | 0.0 | $927k | +18% | 5.2k | 177.44 |
|
| Capital One Financial (COF) | 0.0 | $919k | -47% | 3.8k | 242.36 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $915k | NEW | 19k | 48.32 |
|
| Fidelity National Financial Com Shs (FNF) | 0.0 | $912k | 17k | 54.59 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $910k | NEW | 9.5k | 96.16 |
|
| Spdr Series Trust State Street Spd (BILS) | 0.0 | $904k | NEW | 9.1k | 99.22 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $892k | -2% | 18k | 49.46 |
|
| Spdr Series Trust State Street Spd (SPYD) | 0.0 | $886k | NEW | 21k | 43.25 |
|
| Realty Income (O) | 0.0 | $826k | -8% | 15k | 56.64 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $825k | -34% | 10k | 79.73 |
|
| Doordash Cl A (DASH) | 0.0 | $811k | NEW | 3.6k | 226.48 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $808k | +44% | 6.6k | 121.75 |
|
| Roku Com Cl A (ROKU) | 0.0 | $805k | +35% | 7.4k | 108.49 |
|
| Parsons Corporation (PSN) | 0.0 | $797k | +15% | 13k | 61.80 |
|
| Omni (OMC) | 0.0 | $795k | NEW | 9.7k | 81.55 |
|
| Rocket Cos Com Cl A (RKT) | 0.0 | $783k | 41k | 19.36 |
|
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.0 | $763k | -32% | 17k | 44.47 |
|
| Blackrock (BLK) | 0.0 | $755k | -11% | 705.00 | 1070.46 |
|
| Campbell Soup Company (CPB) | 0.0 | $747k | NEW | 27k | 27.87 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $747k | +5% | 14k | 53.37 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $741k | 15k | 50.86 |
|
|
| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $736k | -7% | 9.2k | 80.22 |
|
| Cadence Design Systems (CDNS) | 0.0 | $733k | -23% | 2.3k | 312.58 |
|
| Peak (DOC) | 0.0 | $732k | +2% | 46k | 16.08 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $722k | NEW | 543.00 | 1329.85 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $716k | -49% | 12k | 58.70 |
|
| Ishares Tr Investment Grade (IGEB) | 0.0 | $710k | +34% | 16k | 45.66 |
|
| Boyd Gaming Corporation (BYD) | 0.0 | $709k | -37% | 8.3k | 85.42 |
|
| Elbit Sys Ord (ESLT) | 0.0 | $699k | -35% | 1.2k | 577.71 |
|
| Credicorp (BAP) | 0.0 | $694k | -93% | 2.4k | 287.00 |
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $694k | +33% | 13k | 52.44 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.0 | $691k | -32% | 20k | 34.26 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $690k | -92% | 13k | 53.88 |
|
| Ishares Tr Core 40/60 Moder (AOM) | 0.0 | $687k | -4% | 14k | 47.73 |
|
| Ishares U S Etf Tr Bloomberg Roll (CMDY) | 0.0 | $683k | NEW | 14k | 48.75 |
|
| Ge Vernova (GEV) | 0.0 | $681k | -81% | 1.0k | 653.33 |
|
| American Centy Etf Tr Large Cap Equity (ACLC) | 0.0 | $664k | 8.5k | 78.35 |
|
|
| Twist Bioscience Corp (TWST) | 0.0 | $662k | +14% | 21k | 31.72 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.0 | $662k | +21% | 15k | 44.50 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $656k | -27% | 8.7k | 75.05 |
|
| Vulcan Materials Company (VMC) | 0.0 | $633k | +9% | 2.2k | 285.22 |
|
| Ptc (PTC) | 0.0 | $621k | -21% | 3.6k | 174.21 |
|
| Edwards Lifesciences (EW) | 0.0 | $604k | -33% | 7.1k | 85.25 |
|
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $604k | 42k | 14.36 |
|
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $590k | -9% | 1.5k | 397.55 |
|
| First Tr Exchange-traded Ft Vest Ris (RDVI) | 0.0 | $589k | -32% | 23k | 26.24 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $588k | -27% | 669.00 | 878.45 |
|
| Tidal Trust Ii Rtn Stacked Bd (RSBT) | 0.0 | $580k | NEW | 32k | 17.92 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $578k | +45% | 11k | 50.77 |
|
| Tidal Trust Iii Vistashares Arti (AIS) | 0.0 | $578k | NEW | 15k | 37.77 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $574k | +7% | 5.4k | 106.70 |
|
| First Tr Exchange-traded Ft Vest Tec (TDVI) | 0.0 | $567k | -39% | 21k | 27.74 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $562k | +31% | 21k | 26.81 |
|
| Nucor Corporation (NUE) | 0.0 | $561k | +10% | 3.4k | 163.67 |
|
| Reddit Cl A (RDDT) | 0.0 | $559k | -44% | 2.4k | 229.87 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.0 | $559k | -16% | 12k | 46.37 |
|
| Tidal Trust Ii Return Stacked B (RSBY) | 0.0 | $558k | NEW | 36k | 15.39 |
|
| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.0 | $556k | -41% | 5.7k | 96.84 |
|
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.0 | $551k | NEW | 4.1k | 134.32 |
|
| Broadstone Net Lease (BNL) | 0.0 | $549k | 31k | 17.66 |
|
|
| Wisdomtree Tr Efficient Gld Pl (GDE) | 0.0 | $527k | NEW | 8.6k | 61.62 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $524k | NEW | 903.00 | 579.73 |
|
| Bitmine Immersion Tecnologie Com New (BMNR) | 0.0 | $522k | NEW | 19k | 27.15 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $522k | 12k | 44.41 |
|
|
| Spdr Series Trust State Street Spd (SPYX) | 0.0 | $521k | 9.3k | 56.19 |
|
|
| Danaher Corporation (DHR) | 0.0 | $519k | +21% | 2.3k | 229.19 |
|
| Honeywell International (HON) | 0.0 | $516k | -95% | 2.6k | 195.10 |
|
| Tempus Ai Cl A (TEM) | 0.0 | $514k | +65% | 8.7k | 59.05 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $510k | +34% | 14k | 37.40 |
|
| Tractor Supply Company (TSCO) | 0.0 | $510k | +98% | 10k | 50.01 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $506k | -30% | 28k | 18.22 |
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.0 | $491k | 11k | 45.57 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $484k | +69% | 25k | 19.71 |
|
| Insmed Com Par $.01 (INSM) | 0.0 | $476k | NEW | 2.7k | 174.04 |
|
| Ishares Tr Msci Jp Value (EWJV) | 0.0 | $471k | NEW | 12k | 39.72 |
|
| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.0 | $465k | NEW | 9.0k | 51.50 |
|
| Chesapeake Energy Corp (EXE) | 0.0 | $463k | -61% | 4.2k | 110.36 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $460k | -53% | 23k | 20.23 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.0 | $458k | 8.7k | 52.56 |
|
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.0 | $456k | -40% | 3.0k | 153.01 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $454k | -45% | 889.00 | 510.73 |
|
| Beam Therapeutics (BEAM) | 0.0 | $452k | NEW | 16k | 27.72 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $451k | -33% | 5.9k | 76.92 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.0 | $449k | -47% | 3.9k | 115.10 |
|
| Medline Com Cl A (MDLN) | 0.0 | $441k | NEW | 11k | 42.00 |
|
| First Tr Exchange-traded Ft Vest Gold (IGLD) | 0.0 | $438k | -13% | 18k | 25.01 |
|
| Super Micro Computer Com New (SMCI) | 0.0 | $435k | -47% | 15k | 29.27 |
|
| Iren Ordinary Shares (IREN) | 0.0 | $435k | NEW | 12k | 37.77 |
|
| Okta Cl A (OKTA) | 0.0 | $435k | -3% | 5.0k | 86.47 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $435k | -54% | 899.00 | 483.41 |
|
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.0 | $433k | -34% | 4.4k | 98.33 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $431k | 5.8k | 74.07 |
|
|
| Southern Company (SO) | 0.0 | $426k | -7% | 4.9k | 87.20 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $418k | -15% | 1.6k | 258.77 |
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) | 0.0 | $403k | -15% | 12k | 33.90 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $401k | -95% | 5.1k | 79.36 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $400k | -87% | 3.4k | 116.08 |
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $396k | NEW | 79k | 4.99 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $395k | -90% | 3.4k | 117.21 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $392k | NEW | 6.4k | 61.36 |
|
| Pimco Etf Tr 15+ Yr Us Tips (LTPZ) | 0.0 | $391k | NEW | 7.5k | 51.95 |
|
| Quanta Services (PWR) | 0.0 | $386k | +78% | 915.00 | 421.96 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $386k | NEW | 24k | 16.43 |
|
| AFLAC Incorporated (AFL) | 0.0 | $383k | -87% | 3.5k | 110.27 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $381k | -37% | 1.3k | 302.02 |
|
| Union Pacific Corporation (UNP) | 0.0 | $375k | -4% | 1.6k | 231.32 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $366k | +34% | 7.2k | 50.88 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $365k | 2.9k | 125.92 |
|
|
| Kinder Morgan (KMI) | 0.0 | $363k | -95% | 13k | 27.49 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $363k | +21% | 7.1k | 50.79 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $362k | +21% | 4.1k | 88.49 |
|
| Nebius Group Shs Class A (NBIS) | 0.0 | $360k | +10% | 4.3k | 83.70 |
|
| Ambarella SHS (AMBA) | 0.0 | $354k | -50% | 5.0k | 70.84 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $353k | -41% | 1.8k | 199.70 |
|
| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.0 | $352k | -17% | 13k | 27.43 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $348k | 4.9k | 71.63 |
|
|
| Capital Group International SHS (CGIC) | 0.0 | $344k | NEW | 11k | 32.50 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $344k | 7.2k | 47.85 |
|
|
| Glaukos (GKOS) | 0.0 | $343k | -16% | 3.0k | 112.91 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $343k | NEW | 8.3k | 41.35 |
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $343k | +45% | 46k | 7.52 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $333k | -2% | 6.3k | 52.88 |
|
| Ross Stores (ROST) | 0.0 | $332k | -2% | 1.8k | 180.14 |
|
| Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) | 0.0 | $329k | 6.5k | 50.47 |
|
|
| Kkr & Co (KKR) | 0.0 | $325k | +3% | 2.5k | 127.50 |
|
| Sofi Technologies (SOFI) | 0.0 | $324k | -47% | 12k | 26.18 |
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.0 | $323k | 6.8k | 47.56 |
|
|
| Dollar General (DG) | 0.0 | $322k | +3% | 2.4k | 132.77 |
|
| Cyberark Software SHS (CYBR) | 0.0 | $320k | NEW | 717.00 | 446.06 |
|
| Karman Hldgs Common Stock (KRMN) | 0.0 | $318k | NEW | 4.3k | 73.17 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $317k | 8.4k | 37.96 |
|
|
| Rocket Lab Corp (RKLB) | 0.0 | $317k | NEW | 4.5k | 69.76 |
|
| Air Products & Chemicals (APD) | 0.0 | $314k | +26% | 1.3k | 247.02 |
|
| T. Rowe Price (TROW) | 0.0 | $312k | +35% | 3.0k | 102.38 |
|
| Ameresco Cl A (AMRC) | 0.0 | $310k | NEW | 11k | 29.29 |
|
| Pacer Fds Tr Data & Digi Revo (TRFK) | 0.0 | $306k | -17% | 4.8k | 64.07 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $300k | -13% | 9.2k | 32.62 |
|
| Columbia Seligm Prem Tech Gr (STK) | 0.0 | $299k | +4% | 8.1k | 36.79 |
|
| Global X Fds Adaptive Us (AUSF) | 0.0 | $299k | 6.4k | 46.49 |
|
|
| Invesco Exch Trd Slf Idx Bloomberg Pricin (POWA) | 0.0 | $296k | 3.3k | 89.94 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $294k | -2% | 3.4k | 86.25 |
|
| Cava Group Ord (CAVA) | 0.0 | $294k | NEW | 5.0k | 58.69 |
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $293k | -59% | 16k | 18.82 |
|
| First Tr Exchange-traded Ft Vest Djia (DOGG) | 0.0 | $293k | -44% | 14k | 20.78 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $293k | -12% | 3.0k | 97.13 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $290k | -41% | 11k | 26.33 |
|
| First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) | 0.0 | $289k | -2% | 12k | 25.17 |
|
| Bullish Ord Shs (BLSH) | 0.0 | $286k | NEW | 7.6k | 37.87 |
|
| Spdr Series Trust State Street Spd (JNK) | 0.0 | $286k | -10% | 2.9k | 97.21 |
|
| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.0 | $285k | +20% | 5.4k | 52.80 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $284k | NEW | 638.00 | 444.59 |
|
| Constellation Energy (CEG) | 0.0 | $280k | -26% | 793.00 | 353.27 |
|
| TJX Companies (TJX) | 0.0 | $279k | +4% | 1.8k | 153.60 |
|
| Hldgs (UAL) | 0.0 | $274k | -41% | 2.4k | 111.82 |
|
| First Tr Exchange-traded Ft Vest Bitcoin (DFII) | 0.0 | $273k | -9% | 15k | 17.85 |
|
| Teradyne (TER) | 0.0 | $273k | -69% | 1.4k | 193.56 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.0 | $270k | NEW | 9.9k | 27.30 |
|
| Elf Beauty (ELF) | 0.0 | $268k | NEW | 3.5k | 76.04 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $268k | -36% | 1.7k | 156.61 |
|
| Automatic Data Processing (ADP) | 0.0 | $267k | -31% | 1.0k | 258.61 |
|
| Chubb (CB) | 0.0 | $267k | 851.00 | 313.35 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $264k | -45% | 2.6k | 99.91 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $263k | -2% | 1.6k | 167.97 |
|
| Hecla Mining Company (HL) | 0.0 | $261k | NEW | 14k | 19.19 |
|
| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.0 | $260k | NEW | 9.3k | 28.06 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $258k | -62% | 2.1k | 120.16 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $252k | NEW | 3.0k | 83.75 |
|
| AES Corporation (AES) | 0.0 | $249k | -13% | 17k | 14.34 |
|
| Pan American Silver Corp Can (PAAS) | 0.0 | $249k | NEW | 4.8k | 51.81 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $249k | 2.9k | 85.37 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $242k | NEW | 3.0k | 80.63 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $240k | -86% | 2.1k | 113.91 |
|
| Edison International (EIX) | 0.0 | $239k | -22% | 4.0k | 60.02 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $239k | +5% | 5.6k | 42.87 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $239k | 2.9k | 83.60 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $237k | -17% | 937.00 | 253.01 |
|
| General Dynamics Corporation (GD) | 0.0 | $237k | -9% | 704.00 | 336.66 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $235k | -70% | 841.00 | 279.20 |
|
| Nio Spon Ads (NIO) | 0.0 | $234k | 46k | 5.10 |
|
|
| Zscaler Incorporated (ZS) | 0.0 | $234k | -7% | 1.0k | 224.92 |
|
| Appfolio Com Cl A (APPF) | 0.0 | $233k | 1.0k | 232.65 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $233k | -21% | 3.7k | 62.15 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $230k | NEW | 1.5k | 153.30 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $230k | NEW | 380.00 | 605.01 |
|
| Global X Fds Cloud Computng (CLOU) | 0.0 | $228k | NEW | 10k | 22.62 |
|
| Etsy (ETSY) | 0.0 | $227k | 4.1k | 55.44 |
|
|
| Nextera Energy (NEE) | 0.0 | $227k | -15% | 2.8k | 80.29 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $224k | -30% | 1.1k | 210.34 |
|
| Proshares Tr Pshs Ultra Indl (UXI) | 0.0 | $223k | 4.8k | 46.38 |
|
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $215k | -3% | 3.5k | 60.79 |
|
| Shell Spon Ads (SHEL) | 0.0 | $214k | -51% | 2.9k | 73.49 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $213k | 1.2k | 173.53 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $212k | -77% | 3.2k | 66.00 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $211k | NEW | 2.1k | 100.38 |
|
| Northwestern Energy Group In Com New (NWE) | 0.0 | $207k | NEW | 3.2k | 64.54 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $206k | 2.2k | 92.51 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $206k | -93% | 937.00 | 219.73 |
|
| Spdr Series Trust State Street Spd (SPIB) | 0.0 | $202k | 6.0k | 33.81 |
|
|
| Best Buy (BBY) | 0.0 | $202k | -24% | 3.0k | 68.00 |
|
| Lyft Cl A Com (LYFT) | 0.0 | $198k | NEW | 10k | 19.37 |
|
| Intellia Therapeutics (NTLA) | 0.0 | $189k | NEW | 21k | 8.99 |
|
| Ehang Hldgs Ads (EH) | 0.0 | $176k | -68% | 13k | 13.18 |
|
| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.0 | $176k | NEW | 16k | 11.13 |
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $160k | -70% | 13k | 12.80 |
|
| Pacific Biosciences of California (PACB) | 0.0 | $152k | +172% | 81k | 1.87 |
|
| Vizsla Silver Corp Com New (VZLA) | 0.0 | $118k | NEW | 22k | 5.47 |
|
| Silver Spike Investment Corp (LIEN) | 0.0 | $110k | NEW | 10k | 10.67 |
|
| BioCryst Pharmaceuticals (BCRX) | 0.0 | $107k | NEW | 14k | 7.80 |
|
| Biosig Technologies (STEX) | 0.0 | $106k | 35k | 3.03 |
|
|
| Snap Cl A (SNAP) | 0.0 | $104k | -61% | 13k | 8.07 |
|
| Coherus Biosciences (CHRS) | 0.0 | $98k | 69k | 1.42 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $96k | 18k | 5.30 |
|
|
| New Gold Inc Cda (NGD) | 0.0 | $87k | 10k | 8.71 |
|
|
| Genelux Corporation (GNLX) | 0.0 | $48k | 11k | 4.36 |
|
|
| Kandi Technologies Group Usd Ord Shs (KNDI) | 0.0 | $7.9k | 10k | 0.79 |
|
Past Filings by SteelPeak Wealth
SEC 13F filings are viewable for SteelPeak Wealth going back to 2019
- SteelPeak Wealth 2025 Q4 filed Jan. 20, 2026
- SteelPeak Wealth 2025 Q3 filed Oct. 21, 2025
- SteelPeak Wealth 2025 Q2 filed July 23, 2025
- SteelPeak Wealth 2025 Q1 filed May 1, 2025
- SteelPeak Wealth 2024 Q4 filed Jan. 23, 2025
- SteelPeak Wealth 2024 Q3 filed Oct. 25, 2024
- SteelPeak Wealth 2024 Q2 filed July 17, 2024
- SteelPeak Wealth 2024 Q1 filed April 18, 2024
- SteelPeak Wealth 2023 Q4 filed Jan. 24, 2024
- SteelPeak Wealth 2023 Q3 filed Nov. 3, 2023
- Steel Peak Wealth Management 2023 Q2 filed Aug. 3, 2023
- Steel Peak Wealth Management 2023 Q1 filed May 8, 2023
- Steel Peak Wealth Management 2022 Q4 filed Jan. 25, 2023
- Steel Peak Wealth Management 2022 Q3 filed Oct. 26, 2022
- Steel Peak Wealth Management 2022 Q2 filed Aug. 2, 2022
- Steel Peak Wealth Management 2022 Q1 filed May 10, 2022