Steel Peak Wealth Management
Latest statistics and disclosures from SteelPeak Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, IVV, AMZN, MSFT, and represent 22.18% of SteelPeak Wealth's stock portfolio.
- Added to shares of these 10 stocks: VGT (+$35M), AVGO (+$29M), AMGN (+$24M), EFV (+$14M), VTV (+$13M), AAPL (+$11M), HON (+$11M), ISRG (+$9.8M), KLAC (+$9.6M), VRTX (+$9.1M).
- Started 66 new stock positions in DUK, KLAC, SPHD, CI, TER, NDAQ, GM, SMIN, KTOS, BALL.
- Reduced shares in these 10 stocks: CRM (-$23M), CMCSA (-$21M), IBM (-$13M), IGM (-$13M), META (-$13M), MU (-$11M), PEP (-$9.1M), NFLX (-$9.0M), LIN (-$8.5M), C (-$7.4M).
- Sold out of its positions in ARKK, ABNB, ADI, ELV, AIZ, AZN, BMY, BLDR, CLSK, FIX.
- SteelPeak Wealth was a net buyer of stock by $77M.
- SteelPeak Wealth has $2.3B in assets under management (AUM), dropping by 6.40%.
- Central Index Key (CIK): 0001801868
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Portfolio Holdings for SteelPeak Wealth
SteelPeak Wealth holds 454 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.8 | $202M | +5% | 865k | 233.00 |
|
| NVIDIA Corporation (NVDA) | 4.3 | $99M | -6% | 817k | 121.45 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.3 | $76M | -4% | 132k | 576.82 |
|
| Amazon (AMZN) | 3.0 | $68M | 366k | 186.33 |
|
|
| Microsoft Corporation (MSFT) | 2.8 | $64M | -7% | 149k | 430.30 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $61M | +16% | 370k | 165.85 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.5 | $57M | +11% | 100k | 575.49 |
|
| Ishares Tr Core Total Usd (IUSB) | 2.4 | $55M | +16% | 1.2M | 47.12 |
|
| Tesla Motors (TSLA) | 2.3 | $54M | +19% | 206k | 261.63 |
|
| Meta Platforms Cl A (META) | 2.0 | $46M | -21% | 80k | 572.44 |
|
| Advanced Micro Devices (AMD) | 1.8 | $42M | 253k | 164.08 |
|
|
| Astrana Health Com New (ASTH) | 1.7 | $39M | 680k | 57.94 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.7 | $38M | -4% | 79k | 488.72 |
|
| Vanguard World Inf Tech Etf (VGT) | 1.6 | $37M | +2097% | 63k | 587.44 |
|
| Cisco Systems (CSCO) | 1.5 | $34M | +7% | 640k | 53.22 |
|
| Amgen (AMGN) | 1.5 | $34M | +240% | 105k | 322.21 |
|
| Broadcom (AVGO) | 1.4 | $32M | +799% | 187k | 172.50 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.3 | $30M | -3% | 313k | 95.75 |
|
| Applied Materials (AMAT) | 1.3 | $29M | +12% | 142k | 202.05 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.2 | $27M | +6% | 152k | 179.30 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 1.2 | $27M | +5% | 540k | 49.47 |
|
| Qualcomm (QCOM) | 1.1 | $25M | +9% | 148k | 170.05 |
|
| Metropcs Communications (TMUS) | 1.1 | $25M | +5% | 120k | 206.36 |
|
| Ishares Tr Eafe Value Etf (EFV) | 1.0 | $23M | +169% | 395k | 57.53 |
|
| Verizon Communications (VZ) | 0.9 | $22M | +4% | 483k | 44.91 |
|
| Texas Instruments Incorporated (TXN) | 0.9 | $21M | +6% | 102k | 206.57 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.9 | $21M | -5% | 192k | 107.65 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.8 | $18M | +4% | 43k | 423.57 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $17M | +6% | 100k | 167.19 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $16M | +117% | 18k | 886.53 |
|
| Intuit (INTU) | 0.7 | $16M | +12% | 26k | 621.00 |
|
| Netflix (NFLX) | 0.7 | $16M | -36% | 22k | 709.27 |
|
| Honeywell International (HON) | 0.7 | $15M | +238% | 74k | 206.71 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.7 | $15M | +6% | 77k | 197.17 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.7 | $15M | -6% | 287k | 52.86 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $14M | -3% | 68k | 210.86 |
|
| Marvell Technology (MRVL) | 0.6 | $14M | 199k | 72.12 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.6 | $14M | +4% | 142k | 95.81 |
|
| Intuitive Surgical Com New (ISRG) | 0.6 | $14M | +262% | 28k | 491.27 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $13M | -24% | 59k | 220.89 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $13M | NEW | 74k | 174.57 |
|
| Procter & Gamble Company (PG) | 0.6 | $13M | +60% | 74k | 173.20 |
|
| Johnson & Johnson (JNJ) | 0.5 | $13M | +9% | 78k | 162.06 |
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $12M | 24k | 517.78 |
|
|
| At&t (T) | 0.5 | $12M | +20% | 554k | 22.00 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $12M | +2% | 141k | 83.63 |
|
| Chevron Corporation (CVX) | 0.5 | $12M | -23% | 80k | 147.27 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.5 | $12M | -11% | 77k | 151.62 |
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.5 | $11M | +102% | 207k | 53.53 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.5 | $11M | +48% | 181k | 61.11 |
|
| Coca-Cola Company (KO) | 0.5 | $11M | +13% | 153k | 72.32 |
|
| Home Depot (HD) | 0.4 | $10M | +22% | 25k | 405.20 |
|
| Altria (MO) | 0.4 | $9.7M | -2% | 186k | 52.05 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $9.6M | +7% | 209k | 45.86 |
|
| Kla Corp Com New (KLAC) | 0.4 | $9.6M | NEW | 12k | 774.41 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $9.4M | +3506% | 20k | 465.08 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $9.2M | +24% | 33k | 284.03 |
|
| Pgim Short Duration High Yie (ISD) | 0.4 | $9.1M | +33% | 653k | 13.94 |
|
| Linde SHS (LIN) | 0.4 | $9.0M | -48% | 19k | 476.86 |
|
| Philip Morris International (PM) | 0.4 | $8.8M | +556% | 72k | 122.75 |
|
| Southern Company (SO) | 0.4 | $8.7M | +1502% | 97k | 90.18 |
|
| 3M Company (MMM) | 0.4 | $8.7M | -21% | 64k | 136.70 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $8.0M | +9% | 68k | 117.22 |
|
| McDonald's Corporation (MCD) | 0.3 | $7.8M | +209% | 26k | 304.51 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $7.6M | +2% | 34k | 225.76 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $7.5M | NEW | 65k | 115.30 |
|
| Goldman Sachs (GS) | 0.3 | $7.4M | -4% | 15k | 495.10 |
|
| Merck & Co (MRK) | 0.3 | $7.4M | +104% | 65k | 114.30 |
|
| Visa Com Cl A (V) | 0.3 | $7.2M | +35% | 26k | 274.95 |
|
| Caterpillar (CAT) | 0.3 | $6.9M | -9% | 18k | 391.11 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.3 | $6.9M | 66k | 104.67 |
|
|
| International Business Machines (IBM) | 0.3 | $6.8M | -66% | 31k | 221.08 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $6.6M | -30% | 115k | 57.41 |
|
| Nextera Energy (NEE) | 0.3 | $6.2M | +178% | 74k | 84.53 |
|
| Valero Energy Corporation (VLO) | 0.3 | $6.2M | -11% | 46k | 135.03 |
|
| Morgan Stanley Com New (MS) | 0.3 | $6.0M | +166% | 57k | 104.24 |
|
| Dow (DOW) | 0.3 | $5.9M | -31% | 109k | 54.63 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $5.9M | +141% | 39k | 154.02 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.3 | $5.8M | NEW | 49k | 119.55 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $5.7M | -22% | 58k | 98.10 |
|
| Intel Corporation (INTC) | 0.2 | $5.7M | -56% | 241k | 23.46 |
|
| Uber Technologies (UBER) | 0.2 | $5.3M | -13% | 71k | 75.16 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $5.2M | 34k | 153.13 |
|
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $5.1M | +703% | 100k | 50.60 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $5.1M | -9% | 5.7k | 885.96 |
|
| Pfizer (PFE) | 0.2 | $5.0M | +237% | 173k | 28.94 |
|
| Booking Holdings (BKNG) | 0.2 | $4.9M | +560% | 1.2k | 4212.12 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $4.9M | 76k | 64.81 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $4.9M | +11% | 8.4k | 584.53 |
|
| salesforce (CRM) | 0.2 | $4.9M | -82% | 18k | 274.10 |
|
| United Parcel Service CL B (UPS) | 0.2 | $4.3M | +881% | 32k | 136.34 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $4.2M | +36% | 26k | 162.91 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $4.2M | -83% | 100k | 41.77 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $4.2M | +18% | 15k | 280.47 |
|
| Wal-Mart Stores (WMT) | 0.2 | $4.1M | +9% | 51k | 80.75 |
|
| Truist Financial Corp equities (TFC) | 0.2 | $4.1M | -11% | 95k | 42.77 |
|
| Sempra Energy (SRE) | 0.2 | $4.0M | NEW | 48k | 84.25 |
|
| PNC Financial Services (PNC) | 0.2 | $4.0M | -8% | 22k | 184.85 |
|
| Ishares Tr Investment Grade (IGEB) | 0.2 | $3.9M | +11% | 84k | 46.47 |
|
| Ford Motor Company (F) | 0.2 | $3.9M | -40% | 368k | 10.56 |
|
| AFLAC Incorporated (AFL) | 0.2 | $3.9M | +39% | 35k | 111.80 |
|
| T Rowe Price Etf Floating Rate (TFLR) | 0.2 | $3.7M | 72k | 51.63 |
|
|
| Herbalife Com Shs (HLF) | 0.2 | $3.6M | 500k | 7.19 |
|
|
| Vici Pptys (VICI) | 0.2 | $3.6M | +21% | 105k | 33.74 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $3.5M | 38k | 93.58 |
|
|
| Discover Financial Services (DFS) | 0.2 | $3.5M | -9% | 25k | 140.29 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $3.5M | +4% | 149k | 23.45 |
|
| State Street Corporation (STT) | 0.2 | $3.5M | NEW | 39k | 88.47 |
|
| Nike CL B (NKE) | 0.1 | $3.4M | +10% | 38k | 88.76 |
|
| Shopify Cl A (SHOP) | 0.1 | $3.4M | -5% | 42k | 80.14 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $3.4M | +10% | 35k | 96.38 |
|
| Lam Research Corporation (LRCX) | 0.1 | $3.4M | -63% | 4.1k | 817.91 |
|
| Abbvie (ABBV) | 0.1 | $3.3M | -54% | 17k | 197.49 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $3.3M | +4% | 57k | 58.11 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $3.2M | +15% | 3.9k | 833.25 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $3.2M | -2% | 30k | 108.63 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $3.1M | 60k | 51.12 |
|
|
| eBay (EBAY) | 0.1 | $3.1M | -14% | 47k | 65.11 |
|
| American Intl Group Com New (AIG) | 0.1 | $3.1M | 42k | 73.23 |
|
|
| Ishares Tr Aggres Alloc Etf (AOA) | 0.1 | $3.0M | +2% | 39k | 78.91 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $3.0M | +679% | 12k | 243.06 |
|
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.1 | $2.9M | -2% | 117k | 25.08 |
|
| Public Storage (PSA) | 0.1 | $2.9M | -13% | 8.0k | 363.87 |
|
| Albemarle Corporation (ALB) | 0.1 | $2.9M | +146% | 31k | 95.05 |
|
| FedEx Corporation (FDX) | 0.1 | $2.9M | +75% | 11k | 275.05 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $2.9M | -4% | 27k | 106.19 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $2.8M | +159% | 12k | 245.45 |
|
| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.1 | $2.8M | -2% | 60k | 46.95 |
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $2.8M | -4% | 117k | 24.15 |
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.1 | $2.8M | -3% | 60k | 46.83 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $2.7M | -4% | 57k | 48.14 |
|
| Arista Networks (ANET) | 0.1 | $2.7M | 7.1k | 383.82 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $2.7M | +299% | 57k | 47.13 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.7M | -67% | 5.0k | 529.33 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $2.6M | 26k | 100.75 |
|
|
| Vistra Energy (VST) | 0.1 | $2.6M | -19% | 22k | 118.54 |
|
| AeroVironment (AVAV) | 0.1 | $2.6M | 13k | 200.50 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $2.6M | -5% | 15k | 170.40 |
|
| Starbucks Corporation (SBUX) | 0.1 | $2.5M | +25% | 26k | 97.49 |
|
| Deere & Company (DE) | 0.1 | $2.5M | -21% | 6.1k | 418.80 |
|
| Kroger (KR) | 0.1 | $2.5M | 44k | 57.30 |
|
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| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $2.5M | +6% | 53k | 46.97 |
|
| AES Corporation (AES) | 0.1 | $2.5M | NEW | 123k | 20.06 |
|
| Bank of America Corporation (BAC) | 0.1 | $2.5M | +13% | 62k | 39.68 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $2.4M | 5.0k | 493.76 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $2.4M | -32% | 7.0k | 341.80 |
|
| Lowe's Companies (LOW) | 0.1 | $2.4M | -12% | 8.8k | 270.84 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $2.4M | +22% | 4.5k | 528.05 |
|
| Ball Corporation (BALL) | 0.1 | $2.3M | NEW | 34k | 67.91 |
|
| Dupont De Nemours (DD) | 0.1 | $2.3M | +937% | 26k | 89.11 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $2.3M | +4% | 51k | 45.32 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $2.3M | +39% | 12k | 200.37 |
|
| Nortonlifelock (GEN) | 0.1 | $2.3M | -2% | 84k | 27.43 |
|
| Atmos Energy Corporation (ATO) | 0.1 | $2.3M | 17k | 138.71 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $2.3M | -24% | 27k | 84.53 |
|
| MetLife (MET) | 0.1 | $2.3M | -7% | 28k | 82.48 |
|
| Boeing Company (BA) | 0.1 | $2.2M | 15k | 152.04 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.2M | 11k | 198.89 |
|
|
| Progressive Corporation (PGR) | 0.1 | $2.2M | +739% | 8.7k | 253.76 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $2.2M | 37k | 59.21 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $2.2M | +9% | 36k | 59.51 |
|
| Columbia Etf Tr Ii India Consmr Etf (INCO) | 0.1 | $2.2M | +26% | 28k | 76.95 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $2.1M | +336% | 16k | 135.44 |
|
| Godaddy Cl A (GDDY) | 0.1 | $2.1M | NEW | 13k | 156.78 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $2.1M | +47% | 37k | 56.73 |
|
| Garmin SHS (GRMN) | 0.1 | $2.1M | -8% | 12k | 176.03 |
|
| Hartford Financial Services (HIG) | 0.1 | $2.0M | -50% | 17k | 118.09 |
|
| Paccar (PCAR) | 0.1 | $2.0M | +10% | 20k | 98.68 |
|
| Phillips 66 (PSX) | 0.1 | $2.0M | -74% | 15k | 131.45 |
|
| Abbott Laboratories (ABT) | 0.1 | $2.0M | +27% | 17k | 114.01 |
|
| AmerisourceBergen (COR) | 0.1 | $1.9M | +72% | 8.6k | 225.08 |
|
| Waste Management (WM) | 0.1 | $1.9M | 9.1k | 207.60 |
|
|
| Ishares Tr Faln Angls Usd (FALN) | 0.1 | $1.9M | -6% | 68k | 27.34 |
|
| McKesson Corporation (MCK) | 0.1 | $1.8M | +13% | 3.7k | 495.06 |
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| RadNet (RDNT) | 0.1 | $1.7M | 25k | 69.39 |
|
|
| United Rentals (URI) | 0.1 | $1.7M | 2.1k | 809.73 |
|
|
| Martin Marietta Materials (MLM) | 0.1 | $1.7M | +4% | 3.2k | 538.25 |
|
| Digital Realty Trust (DLR) | 0.1 | $1.7M | -34% | 11k | 161.83 |
|
| Pepsi (PEP) | 0.1 | $1.7M | -84% | 9.9k | 170.05 |
|
| Lululemon Athletica (LULU) | 0.1 | $1.7M | +173% | 6.1k | 271.35 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $1.6M | +2% | 23k | 71.73 |
|
| Proshares Tr S&p 500 High Inc (ISPY) | 0.1 | $1.6M | +16% | 36k | 44.82 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $1.6M | +52% | 16k | 100.69 |
|
| Micron Technology (MU) | 0.1 | $1.6M | -87% | 15k | 103.71 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $1.6M | +541% | 14k | 110.23 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $1.5M | +6% | 19k | 83.67 |
|
| UnitedHealth (UNH) | 0.1 | $1.5M | -60% | 2.6k | 584.64 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $1.4M | +7% | 38k | 36.59 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $1.4M | NEW | 13k | 108.93 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.4M | -7% | 16k | 87.80 |
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| Walt Disney Company (DIS) | 0.1 | $1.3M | -56% | 14k | 96.19 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $1.3M | 12k | 112.98 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.3M | +144% | 7.7k | 174.31 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $1.3M | +11% | 9.1k | 145.60 |
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $1.3M | +28% | 7.4k | 178.17 |
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| Simon Property (SPG) | 0.1 | $1.3M | 7.7k | 169.02 |
|
|
| Crown Castle Intl (CCI) | 0.1 | $1.3M | +239% | 11k | 118.64 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.3M | 13k | 101.27 |
|
|
| Chipotle Mexican Grill (CMG) | 0.1 | $1.3M | NEW | 22k | 57.62 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $1.2M | NEW | 30k | 41.12 |
|
| Eaton Corp SHS (ETN) | 0.1 | $1.2M | +121% | 3.7k | 331.44 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $1.2M | +265% | 12k | 99.49 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $1.2M | -43% | 64k | 18.48 |
|
| Kinder Morgan (KMI) | 0.1 | $1.2M | -4% | 54k | 22.09 |
|
| First Tr Exchange-traded Ft Vest Ris (RDVI) | 0.1 | $1.2M | -2% | 48k | 24.64 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.2M | 1.1k | 1051.24 |
|
|
| Western Digital (WDC) | 0.0 | $1.1M | +434% | 17k | 68.29 |
|
| Cadence Design Systems (CDNS) | 0.0 | $1.1M | -8% | 4.1k | 271.03 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $1.1M | +25% | 18k | 62.32 |
|
| Travelers Companies (TRV) | 0.0 | $1.1M | -82% | 4.7k | 234.12 |
|
| Ishares Tr Msci India Sm Cp (SMIN) | 0.0 | $1.1M | NEW | 13k | 86.00 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $1.1M | +7% | 61k | 18.10 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $1.1M | NEW | 22k | 50.57 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $1.1M | +11% | 21k | 50.88 |
|
| Expedia Group Com New (EXPE) | 0.0 | $1.1M | -2% | 7.2k | 148.02 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $1.1M | +11% | 11k | 95.90 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $1.1M | -4% | 22k | 49.31 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $1.1M | +78% | 1.7k | 631.82 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $1.0M | +16% | 5.9k | 179.16 |
|
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $1.0M | NEW | 15k | 71.54 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $1.0M | 17k | 62.06 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $1.0M | -21% | 28k | 37.20 |
|
| Pinnacle West Capital Corporation (PNW) | 0.0 | $1.0M | NEW | 12k | 88.59 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $1.0M | +3% | 2.6k | 383.98 |
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.0 | $986k | NEW | 20k | 50.46 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $980k | -20% | 15k | 67.27 |
|
| FactSet Research Systems (FDS) | 0.0 | $974k | -19% | 2.1k | 459.85 |
|
| Enterprise Products Partners (EPD) | 0.0 | $972k | 33k | 29.11 |
|
|
| Realty Income (O) | 0.0 | $956k | NEW | 15k | 63.42 |
|
| Best Buy (BBY) | 0.0 | $951k | NEW | 9.1k | 104.24 |
|
| Ehang Hldgs Ads (EH) | 0.0 | $949k | +70% | 67k | 14.14 |
|
| Proshares Tr Nasdaq 100 High (IQQQ) | 0.0 | $949k | +64% | 23k | 41.82 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $939k | 45k | 20.94 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.0 | $937k | 31k | 29.89 |
|
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $911k | -93% | 9.5k | 95.94 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $900k | 3.6k | 248.60 |
|
|
| Dominion Resources (D) | 0.0 | $892k | -15% | 15k | 57.79 |
|
| Park National Corporation (PRK) | 0.0 | $882k | 5.3k | 167.98 |
|
|
| Bruker Corporation (BRKR) | 0.0 | $878k | +16% | 13k | 69.06 |
|
| Amcor Ord (AMCR) | 0.0 | $874k | -3% | 77k | 11.33 |
|
| Boyd Gaming Corporation (BYD) | 0.0 | $862k | 13k | 64.82 |
|
|
| Williams Companies (WMB) | 0.0 | $859k | 19k | 45.65 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $852k | +13% | 2.9k | 290.93 |
|
| Teradyne (TER) | 0.0 | $841k | NEW | 6.3k | 133.93 |
|
| Devon Energy Corporation (DVN) | 0.0 | $838k | NEW | 21k | 39.12 |
|
| Trane Technologies SHS (TT) | 0.0 | $835k | NEW | 2.1k | 388.73 |
|
| Upstart Hldgs (UPST) | 0.0 | $828k | NEW | 21k | 40.01 |
|
| NetApp (NTAP) | 0.0 | $822k | +31% | 6.7k | 123.51 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $812k | 10k | 80.89 |
|
|
| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.0 | $805k | 17k | 46.55 |
|
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $802k | 8.9k | 90.34 |
|
|
| American Express Company (AXP) | 0.0 | $795k | -87% | 2.9k | 271.16 |
|
| Ishares Tr Modert Alloc Etf (AOM) | 0.0 | $792k | 18k | 45.11 |
|
|
| Monolithic Power Systems (MPWR) | 0.0 | $789k | -2% | 852.00 | 925.75 |
|
| Nucor Corporation (NUE) | 0.0 | $771k | -14% | 5.1k | 150.89 |
|
| Capital One Financial (COF) | 0.0 | $769k | 5.1k | 149.73 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $747k | +17% | 6.4k | 116.95 |
|
| Ptc (PTC) | 0.0 | $736k | +4% | 4.1k | 180.66 |
|
| BlackRock (BLK) | 0.0 | $706k | +4% | 743.00 | 950.55 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $702k | +3% | 9.8k | 71.60 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $696k | +70% | 13k | 54.93 |
|
| Ambarella SHS (AMBA) | 0.0 | $688k | +45% | 12k | 56.41 |
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.0 | $688k | NEW | 13k | 54.43 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $681k | 1.6k | 437.66 |
|
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $681k | -30% | 2.5k | 275.03 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $677k | -85% | 15k | 46.23 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $676k | -90% | 8.4k | 80.78 |
|
| Nio Spon Ads (NIO) | 0.0 | $672k | 101k | 6.68 |
|
|
| Schwab Charles Family Amt Tax Free Mny (SCTXX) | 0.0 | $660k | -12% | 660k | 1.00 |
|
| Leidos Holdings (LDOS) | 0.0 | $653k | -12% | 4.0k | 163.00 |
|
| Pulte (PHM) | 0.0 | $652k | -74% | 4.5k | 143.71 |
|
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.0 | $646k | +144% | 15k | 41.96 |
|
| Fidelity National Information Services (FIS) | 0.0 | $620k | 7.4k | 83.75 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.0 | $612k | -2% | 13k | 48.12 |
|
| Block Cl A (SQ) | 0.0 | $606k | -37% | 9.0k | 67.13 |
|
| Broadstone Net Lease (BNL) | 0.0 | $598k | 31k | 19.24 |
|
|
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $596k | 43k | 13.80 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $595k | 13k | 47.53 |
|
|
| Irhythm Technologies (IRTC) | 0.0 | $592k | NEW | 8.0k | 74.24 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $589k | 4.9k | 121.16 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $586k | +18% | 2.4k | 246.51 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $584k | NEW | 25k | 23.30 |
|
| Tenet Healthcare Corp Com New (THC) | 0.0 | $584k | +53% | 3.5k | 166.20 |
|
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $582k | +309% | 88k | 6.59 |
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $579k | +3% | 30k | 19.64 |
|
| Constellation Energy (CEG) | 0.0 | $576k | +31% | 2.2k | 260.02 |
|
| Ge Aerospace Com New (GE) | 0.0 | $572k | +52% | 3.0k | 188.85 |
|
| TJX Companies (TJX) | 0.0 | $571k | +40% | 4.9k | 117.54 |
|
| Masimo Corporation (MASI) | 0.0 | $570k | NEW | 4.3k | 133.33 |
|
| Hut 8 Corp (HUT) | 0.0 | $568k | NEW | 46k | 12.26 |
|
| Rocket Cos Com Cl A (RKT) | 0.0 | $568k | NEW | 30k | 19.19 |
|
| Lendingclub Corp Com New (LC) | 0.0 | $562k | NEW | 49k | 11.43 |
|
| Hilton Grand Vacations (HGV) | 0.0 | $561k | 16k | 36.32 |
|
|
| Paysafe SHS (PSFE) | 0.0 | $560k | NEW | 25k | 22.43 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.0 | $559k | +27% | 16k | 34.79 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $546k | 4.6k | 119.08 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $542k | +14% | 14k | 39.20 |
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $538k | -11% | 36k | 14.94 |
|
| Vulcan Materials Company (VMC) | 0.0 | $533k | -77% | 2.1k | 250.43 |
|
| Synopsys (SNPS) | 0.0 | $524k | NEW | 1.0k | 506.39 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $523k | NEW | 9.9k | 52.81 |
|
| Pinterest Cl A (PINS) | 0.0 | $522k | -27% | 16k | 32.37 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $517k | -92% | 6.2k | 83.01 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $513k | +10% | 3.7k | 139.36 |
|
| ConocoPhillips (COP) | 0.0 | $507k | -86% | 4.8k | 105.28 |
|
| Steel Dynamics (STLD) | 0.0 | $507k | +117% | 4.0k | 126.54 |
|
| Target Corporation (TGT) | 0.0 | $501k | -4% | 3.2k | 155.85 |
|
| Emcor (EME) | 0.0 | $499k | +15% | 1.2k | 430.53 |
|
| Sabra Health Care REIT (SBRA) | 0.0 | $496k | 27k | 18.61 |
|
|
| Etfis Ser Tr I Virtus Reaves Ut (UTES) | 0.0 | $494k | NEW | 7.7k | 63.96 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $492k | 2.0k | 243.47 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $486k | +3% | 7.8k | 62.69 |
|
| Paypal Holdings (PYPL) | 0.0 | $483k | +33% | 6.2k | 78.03 |
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $478k | -34% | 10k | 46.98 |
|
| Carpenter Technology Corporation (CRS) | 0.0 | $476k | NEW | 3.0k | 159.58 |
|
| Glaukos (GKOS) | 0.0 | $474k | 3.6k | 130.28 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $471k | -43% | 1.2k | 389.12 |
|
| Adma Biologics (ADMA) | 0.0 | $471k | NEW | 24k | 19.99 |
|
| Pagerduty (PD) | 0.0 | $465k | +186% | 25k | 18.55 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $461k | +2% | 5.6k | 82.94 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $456k | -11% | 16k | 29.29 |
|
| Dell Technologies CL C (DELL) | 0.0 | $455k | -30% | 3.8k | 118.54 |
|
| Entegris (ENTG) | 0.0 | $455k | +119% | 4.0k | 112.53 |
|
| CommVault Systems (CVLT) | 0.0 | $452k | -12% | 2.9k | 153.85 |
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) | 0.0 | $450k | -3% | 15k | 30.42 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $450k | +23% | 12k | 36.13 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $449k | -53% | 1.2k | 381.67 |
|
| First Solar (FSLR) | 0.0 | $437k | NEW | 1.8k | 249.44 |
|
| Icon SHS (ICLR) | 0.0 | $431k | -57% | 1.5k | 287.31 |
|
| Beam Therapeutics (BEAM) | 0.0 | $425k | -2% | 17k | 24.50 |
|
| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.0 | $422k | +40% | 5.3k | 80.30 |
|
| Twist Bioscience Corp (TWST) | 0.0 | $416k | NEW | 9.2k | 45.18 |
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.0 | $415k | NEW | 11k | 37.94 |
|
| Wells Fargo & Company (WFC) | 0.0 | $414k | +4% | 7.3k | 56.49 |
|
| Starwood Property Trust (STWD) | 0.0 | $412k | -20% | 20k | 20.86 |
|
| Kraneshares Trust Mount Lucas Etf (KMLM) | 0.0 | $410k | 14k | 29.23 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $402k | 9.7k | 41.69 |
|
|
| Ge Vernova (GEV) | 0.0 | $400k | +2% | 1.6k | 254.98 |
|
| Danaher Corporation (DHR) | 0.0 | $395k | +5% | 1.4k | 278.25 |
|
| Intellia Therapeutics (NTLA) | 0.0 | $393k | NEW | 19k | 20.55 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $391k | +5% | 4.3k | 91.80 |
|
| Prudential Financial (PRU) | 0.0 | $390k | -68% | 3.2k | 121.10 |
|
| Shell Spon Ads (SHEL) | 0.0 | $389k | -8% | 5.9k | 65.95 |
|
| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.0 | $387k | 15k | 26.09 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $386k | +23% | 1.4k | 281.37 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $381k | 1.9k | 200.78 |
|
|
| Allstate Corporation (ALL) | 0.0 | $380k | +17% | 2.0k | 190.57 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) | 0.0 | $376k | -14% | 7.4k | 51.21 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $374k | 3.8k | 97.79 |
|
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $373k | NEW | 1.0k | 370.32 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $372k | +30% | 3.0k | 123.52 |
|
| Pilgrim's Pride Corporation (PPC) | 0.0 | $364k | NEW | 7.9k | 46.05 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $362k | +10% | 1.0k | 353.48 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $360k | 3.7k | 98.23 |
|
|
| First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD) | 0.0 | $356k | +12% | 16k | 22.06 |
|
| Uipath Cl A (PATH) | 0.0 | $349k | -18% | 27k | 12.80 |
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.0 | $344k | 2.7k | 127.27 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $344k | +3% | 1.2k | 278.14 |
|
| Global X Fds Adaptive Us (AUSF) | 0.0 | $341k | NEW | 8.0k | 42.70 |
|
| Arbor Realty Trust (ABR) | 0.0 | $340k | -9% | 22k | 15.56 |
|
| Corning Incorporated (GLW) | 0.0 | $338k | +3% | 7.5k | 45.15 |
|
| General Dynamics Corporation (GD) | 0.0 | $337k | NEW | 1.1k | 302.20 |
|
| First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 0.0 | $337k | +8% | 13k | 25.13 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) | 0.0 | $334k | +8% | 11k | 30.35 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $327k | -27% | 14k | 23.42 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $327k | 3.1k | 104.17 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $326k | +12% | 6.4k | 51.04 |
|
| Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) | 0.0 | $322k | +9% | 7.1k | 45.50 |
|
| Ross Stores (ROST) | 0.0 | $319k | -10% | 2.1k | 150.51 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $317k | +34% | 2.9k | 109.65 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $317k | -89% | 2.6k | 119.70 |
|
| Brown & Brown (BRO) | 0.0 | $315k | +18% | 3.0k | 103.61 |
|
| Rivernorth Flexibl Mun Incm (RFM) | 0.0 | $314k | NEW | 19k | 16.29 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $311k | +6% | 6.1k | 50.74 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $305k | +24% | 2.6k | 115.02 |
|
| Kkr & Co (KKR) | 0.0 | $303k | 2.3k | 130.60 |
|
|
| Roblox Corp Cl A (RBLX) | 0.0 | $302k | -37% | 6.8k | 44.26 |
|
| Citigroup Com New (C) | 0.0 | $302k | -96% | 4.8k | 62.60 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $300k | 4.6k | 64.86 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $300k | 1.1k | 267.37 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $299k | NEW | 3.6k | 83.15 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $295k | 1.5k | 192.81 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $292k | 3.8k | 76.70 |
|
|
| Stryker Corporation (SYK) | 0.0 | $288k | +7% | 796.00 | 362.06 |
|
| Ishares Msci Gbl Gold Mn (RING) | 0.0 | $284k | NEW | 8.6k | 33.01 |
|
| Illinois Tool Works (ITW) | 0.0 | $279k | +4% | 1.1k | 263.57 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $275k | 4.6k | 59.22 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $271k | +4% | 1.4k | 189.80 |
|
| First Tr Exchange-traded Rba Indl Etf (AIRR) | 0.0 | $265k | NEW | 3.6k | 74.67 |
|
| Reddit Cl A (RDDT) | 0.0 | $263k | -10% | 4.0k | 65.92 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) | 0.0 | $263k | NEW | 3.4k | 76.64 |
|
| Ferrari Nv Ord (RACE) | 0.0 | $260k | +3% | 554.00 | 470.11 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $260k | -7% | 2.0k | 131.92 |
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $260k | +30% | 5.1k | 50.50 |
|
| Northwestern Energy Group In Com New (NWE) | 0.0 | $259k | 4.5k | 57.22 |
|
|
| Axon Enterprise (AXON) | 0.0 | $257k | -57% | 644.00 | 399.60 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $257k | NEW | 3.5k | 73.01 |
|
| UGI Corporation (UGI) | 0.0 | $256k | +12% | 10k | 25.39 |
|
| Avista Corporation (AVA) | 0.0 | $253k | 6.5k | 38.75 |
|
|
| General Motors Company (GM) | 0.0 | $251k | NEW | 5.6k | 44.84 |
|
| Northwest Natural Holdin (NWN) | 0.0 | $248k | +2% | 6.1k | 40.82 |
|
| Walgreen Boots Alliance (WBA) | 0.0 | $247k | -90% | 28k | 8.96 |
|
| Universal Corporation (UVV) | 0.0 | $247k | +6% | 4.6k | 53.11 |
|
| Day One Biopharmaceuticals I (DAWN) | 0.0 | $242k | +9% | 17k | 13.93 |
|
| Edwards Lifesciences (EW) | 0.0 | $242k | +24% | 3.7k | 65.99 |
|
| Align Technology (ALGN) | 0.0 | $241k | -53% | 946.00 | 254.32 |
|
| Intercontinental Exchange (ICE) | 0.0 | $241k | NEW | 1.5k | 160.64 |
|
| First Interstate Bancsystem (FIBK) | 0.0 | $240k | -9% | 7.8k | 30.68 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.0 | $237k | 3.9k | 60.12 |
|
|
| Appfolio Com Cl A (APPF) | 0.0 | $237k | 1.0k | 235.40 |
|
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $234k | -7% | 2.8k | 82.53 |
|
| Etsy (ETSY) | 0.0 | $230k | 4.1k | 55.53 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $229k | NEW | 3.2k | 71.86 |
|
| Abrdn Healthcare Opportuniti SHS (THQ) | 0.0 | $229k | 10k | 22.08 |
|
|
| WesBan (WSBC) | 0.0 | $228k | NEW | 7.6k | 30.13 |
|
| Zscaler Incorporated (ZS) | 0.0 | $228k | 1.3k | 170.94 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $227k | NEW | 4.3k | 52.66 |
|
| Hp (HPQ) | 0.0 | $223k | -13% | 6.2k | 36.14 |
|
| Rbc Cad (RY) | 0.0 | $222k | NEW | 1.8k | 124.73 |
|
| Wynn Resorts (WYNN) | 0.0 | $221k | -3% | 2.3k | 95.88 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $219k | -52% | 4.4k | 49.92 |
|
| Entergy Corporation (ETR) | 0.0 | $219k | NEW | 1.7k | 131.61 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $216k | 3.7k | 58.08 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $216k | 2.3k | 91.93 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $215k | -35% | 2.0k | 107.28 |
|
| Cigna Corp (CI) | 0.0 | $214k | NEW | 619.00 | 346.44 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $214k | -76% | 1.2k | 177.76 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $213k | -13% | 4.9k | 43.42 |
|
| Columbia Seligm Prem Tech Gr (STK) | 0.0 | $211k | NEW | 6.3k | 33.49 |
|
| Rivernorth Flexible Municipal Incm Fd II (RFMZ) | 0.0 | $210k | +26% | 15k | 14.50 |
|
| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.0 | $208k | NEW | 2.1k | 99.59 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $208k | NEW | 7.3k | 28.41 |
|
| Copart (CPRT) | 0.0 | $207k | +3% | 4.0k | 52.40 |
|
| Moderna (MRNA) | 0.0 | $205k | +7% | 3.1k | 66.83 |
|
| Cogent Communications Hldgs Com New (CCOI) | 0.0 | $204k | NEW | 2.7k | 75.92 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $203k | NEW | 2.2k | 90.80 |
|
| Hldgs (UAL) | 0.0 | $201k | -40% | 3.5k | 57.06 |
|
| Snap Cl A (SNAP) | 0.0 | $183k | -64% | 17k | 10.70 |
|
| Sofi Technologies (SOFI) | 0.0 | $153k | NEW | 20k | 7.86 |
|
| Verrica Pharmaceuticals (VRCA) | 0.0 | $148k | -16% | 102k | 1.45 |
|
| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.0 | $144k | NEW | 13k | 10.89 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $142k | 13k | 11.22 |
|
|
| Calamos Conv & High Income F Com Shs (CHY) | 0.0 | $119k | 10k | 11.93 |
|
|
| First Fndtn (FFWM) | 0.0 | $102k | 16k | 6.24 |
|
|
| Blackrock Tcp Cap Corp (TCPC) | 0.0 | $83k | 10k | 8.29 |
|
|
| Pennymac Corp Note 5.500% 3/1 | 0.0 | $73k | 75k | 0.98 |
|
|
| Coherus Biosciences (CHRS) | 0.0 | $72k | 69k | 1.04 |
|
|
| Immunitybio (IBRX) | 0.0 | $42k | 11k | 3.72 |
|
|
| Hertz Global Hldgs *w Exp 06/30/205 (HTZWW) | 0.0 | $33k | 15k | 2.19 |
|
|
| Genelux Corporation (GNLX) | 0.0 | $26k | 11k | 2.37 |
|
|
| Plug Power Com New (PLUG) | 0.0 | $25k | 11k | 2.26 |
|
|
| Kandi Technologies Group Usd Ord Shs (KNDI) | 0.0 | $21k | 10k | 2.06 |
|
|
| Creative Media & Cmnty Tr Com New (CMCT) | 0.0 | $13k | NEW | 26k | 0.49 |
|
| Plby Group Ord (PLBY) | 0.0 | $8.3k | 11k | 0.76 |
|
Past Filings by SteelPeak Wealth
SEC 13F filings are viewable for SteelPeak Wealth going back to 2019
- 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
- Steel Peak Wealth Management 2021 Q4 filed Jan. 31, 2022
- Steel Peak Wealth Management 2021 Q3 filed Nov. 15, 2021
- Steel Peak Wealth Management 2021 Q2 filed Aug. 13, 2021
- Steel Peak Wealth Management 2021 Q1 filed May 18, 2021
- Steel Peak Wealth Management 2020 Q4 filed Feb. 4, 2021