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, VTI, and represent 23.29% of SteelPeak Wealth's stock portfolio.
- Added to shares of these 10 stocks: VTI (+$65M), FTEC (+$53M), IGM (+$38M), ADP (+$14M), RIO (+$12M), META (+$11M), BMY (+$10M), ISRG (+$9.0M), VT (+$8.9M), NFLX (+$8.4M).
- Started 97 new stock positions in OMCL, NOW, NRG, ROKU, AIZ, CME, MUNI, ZTS, CAG, BND.
- Reduced shares in these 10 stocks: VGT (-$29M), TSLA (-$19M), GOOGL (-$15M), QCOM (-$14M), AMAT (-$12M), AMGN (-$11M), KLAC (-$9.6M), , VTV (-$8.9M), COST (-$8.1M).
- Sold out of its positions in ADMA, AES, ALGN, Arista Networks, BEAM, WRB, BBY, BlackRock, BRO, CI.
- SteelPeak Wealth was a net buyer of stock by $120M.
- SteelPeak Wealth has $2.5B in assets under management (AUM), dropping by 7.23%.
- Central Index Key (CIK): 0001801868
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Portfolio Holdings for SteelPeak Wealth
SteelPeak Wealth holds 480 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 9.1 | $225M | +3% | 898k | 250.42 |
|
| NVIDIA Corporation (NVDA) | 4.5 | $111M | 827k | 134.29 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.3 | $82M | +5% | 139k | 588.68 |
|
| Amazon (AMZN) | 3.3 | $81M | 370k | 219.39 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.0 | $75M | +693% | 258k | 289.81 |
|
| Tesla Motors (TSLA) | 2.6 | $64M | -22% | 159k | 403.84 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.4 | $60M | +2% | 102k | 588.01 |
|
| Microsoft Corporation (MSFT) | 2.4 | $59M | -5% | 141k | 421.50 |
|
| Meta Platforms Cl A (META) | 2.3 | $58M | +22% | 98k | 585.51 |
|
| Ishares Tr Core Total Usd (IUSB) | 2.2 | $55M | +3% | 1.2M | 45.20 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $55M | -21% | 289k | 189.30 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 2.2 | $53M | NEW | 287k | 184.88 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.8 | $45M | +11% | 87k | 511.23 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 1.6 | $39M | +3895% | 379k | 102.09 |
|
| Broadcom (AVGO) | 1.5 | $38M | -13% | 162k | 231.84 |
|
| Cisco Systems (CSCO) | 1.5 | $36M | -3% | 616k | 59.20 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.2 | $31M | -3% | 300k | 101.53 |
|
| Advanced Micro Devices (AMD) | 1.2 | $29M | -5% | 240k | 120.79 |
|
| Netflix (NFLX) | 1.1 | $28M | +42% | 31k | 891.32 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.1 | $28M | +2% | 156k | 178.08 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.1 | $27M | -3% | 523k | 51.25 |
|
| Intuitive Surgical Com New (ISRG) | 1.0 | $23M | +62% | 45k | 521.96 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.9 | $21M | +14% | 49k | 426.68 |
|
| Metropcs Communications (TMUS) | 0.8 | $20M | -23% | 92k | 220.73 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.8 | $20M | +8% | 208k | 96.83 |
|
| Marvell Technology (MRVL) | 0.8 | $20M | -8% | 182k | 110.45 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.8 | $19M | -6% | 368k | 52.47 |
|
| Astrana Health Com New (ASTH) | 0.7 | $17M | -20% | 542k | 31.53 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $17M | -11% | 88k | 190.44 |
|
| Amgen (AMGN) | 0.7 | $16M | -40% | 63k | 260.64 |
|
| Ishares Tr Mbs Etf (MBB) | 0.7 | $16M | +25% | 178k | 91.68 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.7 | $16M | +10% | 317k | 51.14 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $16M | +22% | 73k | 220.96 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $15M | +3% | 80k | 190.88 |
|
| Intuit (INTU) | 0.6 | $15M | -9% | 23k | 628.50 |
|
| Automatic Data Processing (ADP) | 0.6 | $15M | +3944% | 50k | 294.26 |
|
| Texas Instruments Incorporated (TXN) | 0.6 | $14M | -26% | 75k | 187.51 |
|
| Verizon Communications (VZ) | 0.6 | $14M | -28% | 345k | 39.99 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $13M | -21% | 54k | 239.71 |
|
| Comcast Corp Cl A (CMCSA) | 0.5 | $12M | +218% | 319k | 37.53 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.5 | $12M | NEW | 201k | 58.81 |
|
| Linde SHS (LIN) | 0.5 | $12M | +49% | 28k | 418.67 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.5 | $12M | -5% | 72k | 159.52 |
|
| Procter & Gamble Company (PG) | 0.5 | $11M | -8% | 68k | 167.65 |
|
| At&t (T) | 0.4 | $11M | -14% | 474k | 22.77 |
|
| Applied Materials (AMAT) | 0.4 | $11M | -53% | 66k | 162.63 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.4 | $11M | 206k | 52.02 |
|
|
| International Business Machines (IBM) | 0.4 | $11M | +56% | 48k | 219.83 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.4 | $11M | +5% | 190k | 55.45 |
|
| Johnson & Johnson (JNJ) | 0.4 | $10M | -7% | 72k | 144.62 |
|
| Bristol Myers Squibb (BMY) | 0.4 | $10M | NEW | 181k | 56.56 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.4 | $10M | -74% | 16k | 621.80 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $9.8M | -8% | 22k | 444.68 |
|
| Pgim Short Duration High Yie (ISD) | 0.4 | $9.6M | +7% | 699k | 13.78 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $9.6M | +255% | 18k | 538.82 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.4 | $9.5M | +20% | 41k | 232.52 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.4 | $9.2M | +2857% | 78k | 117.48 |
|
| Honeywell International (HON) | 0.4 | $9.0M | -45% | 40k | 225.89 |
|
| Qualcomm (QCOM) | 0.4 | $8.9M | -60% | 58k | 153.62 |
|
| Philip Morris International (PM) | 0.4 | $8.7M | 72k | 121.71 |
|
|
| Us Bancorp Del Com New (USB) | 0.4 | $8.7M | +1131% | 180k | 48.33 |
|
| Altria (MO) | 0.4 | $8.7M | -12% | 163k | 53.30 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $8.6M | -48% | 9.3k | 916.29 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $8.5M | +60% | 62k | 137.57 |
|
| Intel Corporation (INTC) | 0.3 | $8.3M | +71% | 413k | 20.05 |
|
| Home Depot (HD) | 0.3 | $8.1M | -17% | 21k | 389.00 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $8.0M | -24% | 106k | 75.61 |
|
| T Rowe Price Etf Floating Rate (TFLR) | 0.3 | $7.9M | +112% | 153k | 51.69 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $7.7M | +529% | 80k | 96.90 |
|
| Visa Com Cl A (V) | 0.3 | $7.6M | -8% | 24k | 316.04 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $7.6M | +1455% | 97k | 78.61 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $7.6M | +48% | 87k | 87.33 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $7.5M | +1089% | 100k | 75.69 |
|
| McDonald's Corporation (MCD) | 0.3 | $7.5M | 26k | 289.89 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.3 | $7.3M | NEW | 76k | 96.81 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $7.1M | -18% | 170k | 41.82 |
|
| Chevron Corporation (CVX) | 0.3 | $6.8M | -41% | 47k | 144.84 |
|
| Pepsi (PEP) | 0.3 | $6.3M | +315% | 41k | 153.45 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $6.3M | +55% | 13k | 485.97 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $6.2M | +3% | 119k | 52.22 |
|
| Boeing Company (BA) | 0.2 | $6.1M | +136% | 35k | 177.00 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $6.0M | +2% | 35k | 172.42 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $5.7M | +2% | 78k | 74.01 |
|
| salesforce (CRM) | 0.2 | $5.7M | -3% | 17k | 334.72 |
|
| Goldman Sachs (GS) | 0.2 | $5.5M | -35% | 9.6k | 572.59 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $5.4M | NEW | 26k | 206.92 |
|
| Caterpillar (CAT) | 0.2 | $5.4M | -15% | 15k | 362.75 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $5.4M | NEW | 207k | 26.07 |
|
| Coca-Cola Company (KO) | 0.2 | $5.3M | -44% | 85k | 62.26 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $5.2M | 15k | 342.16 |
|
|
| Booking Holdings (BKNG) | 0.2 | $5.0M | -13% | 1.0k | 4968.45 |
|
| Gilead Sciences (GILD) | 0.2 | $4.9M | NEW | 53k | 92.37 |
|
| Realty Income (O) | 0.2 | $4.9M | +503% | 91k | 53.41 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $4.9M | -3% | 96k | 50.47 |
|
| Deere & Company (DE) | 0.2 | $4.7M | +84% | 11k | 425.32 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.2 | $4.7M | NEW | 38k | 123.53 |
|
| Bank of New York Mellon Corporation (BK) | 0.2 | $4.6M | +1796% | 60k | 76.83 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $4.6M | +722% | 248k | 18.50 |
|
| Wal-Mart Stores (WMT) | 0.2 | $4.5M | 50k | 90.56 |
|
|
| Shopify Cl A (SHOP) | 0.2 | $4.4M | 42k | 106.33 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $4.4M | +47% | 18k | 242.13 |
|
| 3M Company (MMM) | 0.2 | $4.4M | -46% | 34k | 129.09 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $4.3M | -2% | 5.6k | 771.98 |
|
| Merck & Co (MRK) | 0.2 | $4.2M | -35% | 42k | 100.47 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $4.1M | +96% | 54k | 75.63 |
|
| Dow (DOW) | 0.2 | $4.0M | -7% | 100k | 40.13 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $4.0M | +16% | 173k | 22.98 |
|
| J P Morgan Exchange Traded F Us Value Factr (JVAL) | 0.2 | $3.7M | NEW | 86k | 43.20 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $3.7M | +9% | 41k | 89.29 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $3.6M | +243% | 75k | 48.31 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $3.5M | -71% | 21k | 169.30 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $3.5M | NEW | 62k | 56.77 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $3.4M | +23% | 71k | 48.16 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $3.4M | -17% | 78k | 43.38 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $3.4M | -54% | 31k | 107.57 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $3.2M | +2% | 31k | 106.55 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $3.2M | 57k | 57.28 |
|
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $3.2M | NEW | 75k | 43.24 |
|
| Vici Pptys (VICI) | 0.1 | $3.2M | +3% | 109k | 29.55 |
|
| Travelers Companies (TRV) | 0.1 | $3.2M | +182% | 13k | 240.89 |
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| Southern Company (SO) | 0.1 | $3.2M | -59% | 39k | 82.32 |
|
| Uber Technologies (UBER) | 0.1 | $3.2M | -26% | 52k | 60.32 |
|
| Ishares Tr Aggres Alloc Etf (AOA) | 0.1 | $3.1M | +5% | 41k | 76.61 |
|
| Abbvie (ABBV) | 0.1 | $3.1M | +3% | 18k | 177.70 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $3.1M | -56% | 29k | 107.74 |
|
| PNC Financial Services (PNC) | 0.1 | $3.0M | -27% | 16k | 192.85 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $3.0M | +13% | 4.4k | 693.08 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $3.0M | NEW | 42k | 72.47 |
|
| Herbalife Com Shs (HLF) | 0.1 | $3.0M | -10% | 450k | 6.69 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $3.0M | 60k | 50.13 |
|
|
| Arista Networks Com Shs (ANET) | 0.1 | $2.9M | NEW | 27k | 110.53 |
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| Paypal Holdings (PYPL) | 0.1 | $2.9M | +449% | 34k | 85.35 |
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| Fiserv (FI) | 0.1 | $2.9M | NEW | 14k | 205.42 |
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| Kroger (KR) | 0.1 | $2.9M | +7% | 47k | 61.15 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $2.8M | NEW | 65k | 44.04 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $2.8M | 27k | 105.48 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $2.8M | +11% | 17k | 166.64 |
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $2.8M | 118k | 23.61 |
|
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $2.8M | -2% | 26k | 108.24 |
|
| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) | 0.1 | $2.7M | NEW | 27k | 99.54 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $2.7M | +4% | 5.2k | 526.57 |
|
| Morgan Stanley Com New (MS) | 0.1 | $2.7M | -62% | 21k | 125.72 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $2.7M | 57k | 47.39 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.1 | $2.7M | NEW | 86k | 30.88 |
|
| Fox Corp Cl A Com (FOXA) | 0.1 | $2.6M | NEW | 54k | 48.58 |
|
| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.1 | $2.6M | +229% | 57k | 45.86 |
|
| Godaddy Cl A (GDDY) | 0.1 | $2.6M | -2% | 13k | 197.37 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $2.5M | 54k | 46.29 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $2.5M | -9% | 56k | 43.95 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $2.5M | 51k | 48.33 |
|
|
| Fidelity Covington Trust Momentum Factr (FDMO) | 0.1 | $2.5M | NEW | 35k | 69.61 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $2.4M | +14% | 42k | 57.93 |
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| Nrg Energy Com New (NRG) | 0.1 | $2.4M | NEW | 27k | 90.22 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $2.4M | +138% | 8.6k | 278.94 |
|
| American Electric Power Company (AEP) | 0.1 | $2.4M | NEW | 26k | 92.23 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $2.4M | NEW | 48k | 49.51 |
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| AeroVironment (AVAV) | 0.1 | $2.4M | +19% | 15k | 153.89 |
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| Palo Alto Networks (PANW) | 0.1 | $2.4M | +84% | 13k | 181.96 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $2.3M | +48% | 27k | 84.97 |
|
| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.1 | $2.3M | -17% | 50k | 46.10 |
|
| eBay (EBAY) | 0.1 | $2.3M | -21% | 37k | 61.95 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $2.3M | NEW | 44k | 51.87 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $2.2M | +2% | 38k | 59.14 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.2M | +3% | 12k | 195.82 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $2.2M | -37% | 16k | 139.50 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $2.2M | -21% | 9.1k | 242.18 |
|
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.1 | $2.1M | -25% | 87k | 24.70 |
|
| Lowe's Companies (LOW) | 0.1 | $2.1M | 8.7k | 246.79 |
|
|
| CVS Caremark Corporation (CVS) | 0.1 | $2.1M | NEW | 46k | 44.89 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $2.0M | +154% | 2.8k | 712.33 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.0M | +84% | 4.8k | 410.47 |
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| UnitedHealth (UNH) | 0.1 | $1.9M | +46% | 3.8k | 505.90 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.9M | +27% | 9.7k | 198.10 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.9M | -4% | 17k | 113.11 |
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| Public Storage (PSA) | 0.1 | $1.9M | -22% | 6.2k | 299.44 |
|
| Eaton Corp SHS (ETN) | 0.1 | $1.8M | +48% | 5.5k | 331.87 |
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| Albemarle Corporation (ALB) | 0.1 | $1.8M | -31% | 21k | 86.49 |
|
| Waste Management (WM) | 0.1 | $1.8M | -2% | 8.9k | 201.79 |
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| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.1 | $1.8M | -35% | 39k | 45.62 |
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| RadNet (RDNT) | 0.1 | $1.7M | 25k | 69.84 |
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| AFLAC Incorporated (AFL) | 0.1 | $1.7M | -51% | 17k | 103.44 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.7M | -28% | 19k | 91.25 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $1.7M | +6% | 17k | 100.74 |
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| Albany Intl Corp Cl A (AIN) | 0.1 | $1.7M | NEW | 21k | 80.24 |
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| FedEx Corporation (FDX) | 0.1 | $1.6M | -44% | 5.8k | 282.69 |
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| Garmin SHS (GRMN) | 0.1 | $1.6M | -33% | 7.9k | 206.26 |
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| Walt Disney Company (DIS) | 0.1 | $1.6M | +2% | 14k | 111.87 |
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| Proshares Tr S&p 500 High Inc (ISPY) | 0.1 | $1.6M | 36k | 44.29 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $1.6M | 23k | 70.00 |
|
|
| Columbia Etf Tr Ii India Consmr Etf (INCO) | 0.1 | $1.6M | -12% | 25k | 64.43 |
|
| Simon Property (SPG) | 0.1 | $1.6M | +18% | 9.2k | 172.21 |
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| McKesson Corporation (MCK) | 0.1 | $1.6M | -24% | 2.8k | 570.84 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.6M | +17% | 18k | 85.66 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $1.5M | +22% | 14k | 106.84 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $1.5M | +11% | 14k | 110.28 |
|
| United Rentals (URI) | 0.1 | $1.5M | 2.2k | 704.44 |
|
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.1 | $1.5M | +272% | 41k | 37.12 |
|
| Kinder Morgan (KMI) | 0.1 | $1.5M | +3% | 55k | 27.40 |
|
| ConocoPhillips (COP) | 0.1 | $1.5M | +214% | 15k | 99.17 |
|
| Atmos Energy Corporation (ATO) | 0.1 | $1.5M | -35% | 11k | 139.27 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $1.5M | +11% | 25k | 60.30 |
|
| Paccar (PCAR) | 0.1 | $1.5M | -34% | 13k | 109.17 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $1.4M | -30% | 3.1k | 469.23 |
|
| MetLife (MET) | 0.1 | $1.4M | -37% | 17k | 81.88 |
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.1 | $1.4M | NEW | 171k | 8.17 |
|
| Progressive Corporation (PGR) | 0.1 | $1.4M | -34% | 5.7k | 239.61 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $1.3M | 38k | 35.26 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $1.3M | +36% | 20k | 67.03 |
|
| Pinterest Cl A (PINS) | 0.1 | $1.3M | +184% | 46k | 29.00 |
|
| Cadence Design Systems (CDNS) | 0.1 | $1.3M | +7% | 4.4k | 300.46 |
|
| CSX Corporation (CSX) | 0.1 | $1.3M | NEW | 41k | 32.27 |
|
| Dell Technologies CL C (DELL) | 0.1 | $1.3M | +194% | 11k | 115.24 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $1.3M | NEW | 28k | 45.34 |
|
| Expedia Group Com New (EXPE) | 0.1 | $1.3M | -6% | 6.8k | 186.33 |
|
| S&p Global (SPGI) | 0.0 | $1.2M | NEW | 2.5k | 498.03 |
|
| Ishares Tr High Yld Systm B (HYDB) | 0.0 | $1.2M | NEW | 26k | 47.01 |
|
| American Intl Group Com New (AIG) | 0.0 | $1.2M | -61% | 16k | 72.80 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $1.2M | +12% | 6.6k | 175.23 |
|
| First Tr Exchange-traded Ft Vest Ris (RDVI) | 0.0 | $1.2M | 48k | 24.24 |
|
|
| Blackrock (BLK) | 0.0 | $1.1M | NEW | 1.1k | 1024.55 |
|
| Hartford Financial Services (HIG) | 0.0 | $1.1M | -40% | 10k | 110.35 |
|
| Enterprise Products Partners (EPD) | 0.0 | $1.1M | +5% | 35k | 31.36 |
|
| Capital One Financial (COF) | 0.0 | $1.1M | +18% | 6.1k | 178.32 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $1.1M | 10k | 107.68 |
|
|
| American Express Company (AXP) | 0.0 | $1.1M | +23% | 3.6k | 296.79 |
|
| Valero Energy Corporation (VLO) | 0.0 | $1.1M | -80% | 8.8k | 122.59 |
|
| First Solar (FSLR) | 0.0 | $1.1M | +247% | 6.1k | 176.24 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $1.1M | 61k | 17.70 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $1.1M | NEW | 903.00 | 1185.80 |
|
| Hca Holdings (HCA) | 0.0 | $1.1M | NEW | 3.5k | 300.15 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $1.0M | +162% | 3.1k | 339.91 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $1.0M | -13% | 7.9k | 132.21 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $1.0M | -3% | 21k | 50.71 |
|
| DaVita (DVA) | 0.0 | $1.0M | NEW | 7.0k | 149.55 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $1.0M | +44% | 18k | 56.83 |
|
| Proshares Tr Nasdaq 100 High (IQQQ) | 0.0 | $1.0M | +3% | 24k | 42.69 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $999k | -3% | 21k | 48.42 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $988k | +49% | 37k | 26.38 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $984k | 45k | 21.89 |
|
|
| Boyd Gaming Corporation (BYD) | 0.0 | $968k | 13k | 72.71 |
|
|
| Upstart Hldgs (UPST) | 0.0 | $963k | -24% | 16k | 61.57 |
|
| Evergy (EVRG) | 0.0 | $959k | NEW | 16k | 61.55 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $951k | -14% | 15k | 62.31 |
|
| Ishares Tr Msci India Sm Cp (SMIN) | 0.0 | $944k | -4% | 12k | 76.45 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $938k | 17k | 56.14 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.0 | $934k | -2% | 31k | 30.47 |
|
| American Tower Reit (AMT) | 0.0 | $924k | NEW | 5.0k | 185.01 |
|
| Dominion Resources (D) | 0.0 | $918k | +10% | 17k | 53.86 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $904k | +147% | 9.5k | 95.47 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $902k | -65% | 4.0k | 224.35 |
|
| Park National Corporation (PRK) | 0.0 | $900k | 5.3k | 171.43 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $897k | +35% | 17k | 53.05 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.0 | $894k | -87% | 8.5k | 104.88 |
|
| Crown Castle Intl (CCI) | 0.0 | $891k | -9% | 9.8k | 90.76 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.0 | $887k | NEW | 34k | 26.19 |
|
| Celestica (CLS) | 0.0 | $880k | NEW | 9.5k | 92.30 |
|
| Ball Corporation (BALL) | 0.0 | $874k | -53% | 16k | 55.13 |
|
| Axon Enterprise (AXON) | 0.0 | $864k | +125% | 1.5k | 594.32 |
|
| Ambarella SHS (AMBA) | 0.0 | $839k | -5% | 12k | 72.74 |
|
| Teradyne (TER) | 0.0 | $831k | +5% | 6.6k | 125.92 |
|
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $827k | -15% | 12k | 67.10 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $822k | 8.9k | 92.51 |
|
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $819k | +40% | 3.5k | 235.31 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $817k | +127% | 2.3k | 351.79 |
|
| Trane Technologies SHS (TT) | 0.0 | $809k | 2.2k | 369.35 |
|
|
| Ptc (PTC) | 0.0 | $800k | +6% | 4.3k | 183.87 |
|
| Lendingclub Corp Com New (LC) | 0.0 | $785k | 49k | 16.19 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $774k | -43% | 6.8k | 113.61 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $753k | NEW | 20k | 38.37 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $752k | +58% | 16k | 47.82 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $745k | 9.8k | 76.06 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $741k | NEW | 2.3k | 323.83 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $737k | +45% | 1.2k | 592.95 |
|
| Block Cl A (XYZ) | 0.0 | $728k | -5% | 8.6k | 84.99 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $726k | 1.6k | 464.13 |
|
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $725k | +11% | 4.1k | 176.67 |
|
| Ishares Tr Modert Alloc Etf (AOM) | 0.0 | $721k | -5% | 17k | 43.44 |
|
| Howmet Aerospace (HWM) | 0.0 | $719k | NEW | 6.6k | 109.37 |
|
| Sprouts Fmrs Mkt (SFM) | 0.0 | $710k | NEW | 5.6k | 127.07 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $689k | -6% | 6.0k | 115.22 |
|
| Comfort Systems USA (FIX) | 0.0 | $681k | NEW | 1.6k | 424.06 |
|
| Masimo Corporation (MASI) | 0.0 | $679k | -3% | 4.1k | 165.30 |
|
| OSI Systems (OSIS) | 0.0 | $676k | NEW | 4.0k | 167.43 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $671k | +70% | 7.8k | 86.02 |
|
| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.0 | $670k | NEW | 32k | 21.26 |
|
| CommVault Systems (CVLT) | 0.0 | $665k | +50% | 4.4k | 150.91 |
|
| Emcor (EME) | 0.0 | $660k | +25% | 1.5k | 453.90 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.0 | $660k | +10% | 18k | 37.17 |
|
| Universal Hlth Svcs CL B (UHS) | 0.0 | $659k | NEW | 3.7k | 179.42 |
|
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.0 | $653k | +2% | 16k | 41.33 |
|
| Carpenter Technology Corporation (CRS) | 0.0 | $637k | +25% | 3.8k | 169.71 |
|
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $636k | +2% | 44k | 14.41 |
|
| Omnicell (OMCL) | 0.0 | $635k | NEW | 14k | 44.52 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $634k | +12% | 5.5k | 115.72 |
|
| TPG Com Cl A (TPG) | 0.0 | $628k | NEW | 10k | 62.84 |
|
| Quanta Services (PWR) | 0.0 | $628k | NEW | 2.0k | 316.05 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.0 | $625k | +4% | 13k | 47.23 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $625k | 13k | 49.96 |
|
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.0 | $618k | -30% | 14k | 45.27 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $614k | -42% | 965.00 | 635.83 |
|
| Tractor Supply Company (TSCO) | 0.0 | $610k | +292% | 12k | 53.06 |
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $609k | +2% | 30k | 20.09 |
|
| Hilton Grand Vacations (HGV) | 0.0 | $602k | 16k | 38.95 |
|
|
| Fidelity National Information Services (FIS) | 0.0 | $598k | 7.4k | 80.77 |
|
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $584k | +4% | 38k | 15.49 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $581k | -72% | 4.4k | 131.76 |
|
| United Parcel Service CL B (UPS) | 0.0 | $578k | -85% | 4.6k | 126.10 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $561k | NEW | 5.0k | 112.26 |
|
| Ge Vernova (GEV) | 0.0 | $550k | +6% | 1.7k | 329.17 |
|
| Vulcan Materials Company (VMC) | 0.0 | $547k | 2.1k | 257.23 |
|
|
| Glaukos (GKOS) | 0.0 | $546k | 3.6k | 149.94 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $537k | +71% | 1.9k | 280.06 |
|
| Sofi Technologies (SOFI) | 0.0 | $532k | +77% | 35k | 15.40 |
|
| Hldgs (UAL) | 0.0 | $529k | +54% | 5.4k | 97.10 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $523k | +38% | 2.6k | 198.18 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $518k | -71% | 2.1k | 248.30 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $513k | 2.0k | 253.75 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $512k | +4% | 5.8k | 87.90 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $509k | 16k | 32.31 |
|
|
| Vistra Energy (VST) | 0.0 | $507k | -83% | 3.7k | 137.87 |
|
| Synopsys (SNPS) | 0.0 | $504k | 1.0k | 485.36 |
|
|
| Broadstone Net Lease (BNL) | 0.0 | $502k | 31k | 16.15 |
|
|
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $497k | -16% | 74k | 6.76 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $496k | NEW | 7.1k | 70.28 |
|
| Nike CL B (NKE) | 0.0 | $495k | -83% | 6.4k | 77.21 |
|
| Pfizer (PFE) | 0.0 | $488k | -89% | 18k | 26.53 |
|
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.0 | $480k | NEW | 5.3k | 89.77 |
|
| Union Pacific Corporation (UNP) | 0.0 | $478k | -11% | 2.1k | 228.08 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $476k | 7.8k | 61.34 |
|
|
| Enova Intl (ENVA) | 0.0 | $465k | NEW | 4.8k | 95.88 |
|
| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.0 | $463k | +12% | 5.9k | 78.46 |
|
| Sabra Health Care REIT (SBRA) | 0.0 | $461k | 27k | 17.32 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $461k | NEW | 5.9k | 78.65 |
|
| Micron Technology (MU) | 0.0 | $455k | -64% | 5.4k | 84.25 |
|
| Target Corporation (TGT) | 0.0 | $448k | +3% | 3.3k | 135.18 |
|
| Digital Realty Trust (DLR) | 0.0 | $446k | -76% | 2.5k | 178.53 |
|
| Nio Spon Ads (NIO) | 0.0 | $439k | 101k | 4.36 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $435k | -15% | 6.2k | 70.24 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $432k | +51% | 2.3k | 186.70 |
|
| Cooper Cos (COO) | 0.0 | $428k | NEW | 4.7k | 91.93 |
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.0 | $427k | +32% | 3.6k | 119.34 |
|
| Draftkings Com Cl A (DKNG) | 0.0 | $425k | -17% | 11k | 37.20 |
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) | 0.0 | $420k | 15k | 27.83 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $419k | +7% | 1.5k | 283.85 |
|
| Western Digital (WDC) | 0.0 | $409k | -59% | 6.9k | 59.63 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $408k | NEW | 5.0k | 81.58 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $398k | +21% | 4.5k | 89.08 |
|
| Snowflake Cl A (SNOW) | 0.0 | $398k | NEW | 2.6k | 154.41 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $395k | 9.7k | 40.92 |
|
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $391k | 4.3k | 91.43 |
|
|
| Rivernorth Flexibl Mun Incm (RFM) | 0.0 | $390k | +36% | 26k | 14.87 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $390k | 1.0k | 386.22 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $380k | NEW | 5.2k | 72.50 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $375k | 5.1k | 74.02 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) | 0.0 | $374k | 7.5k | 50.20 |
|
|
| Ishares Tr Investment Grade (IGEB) | 0.0 | $374k | -89% | 8.4k | 44.36 |
|
| Shell Spon Ads (SHEL) | 0.0 | $369k | 5.9k | 62.65 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $368k | NEW | 2.3k | 162.95 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $368k | +24% | 4.5k | 81.98 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $361k | +312% | 13k | 27.87 |
|
| First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD) | 0.0 | $360k | +3% | 17k | 21.52 |
|
| Servicenow (NOW) | 0.0 | $357k | NEW | 337.00 | 1060.12 |
|
| Super Micro Computer Com New (SMCI) | 0.0 | $353k | NEW | 12k | 30.48 |
|
| Kkr & Co (KKR) | 0.0 | $351k | +2% | 2.4k | 147.91 |
|
| Uipath Cl A (PATH) | 0.0 | $349k | 28k | 12.71 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $349k | NEW | 1.5k | 240.28 |
|
| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.0 | $348k | 15k | 23.41 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $348k | +18% | 1.3k | 263.49 |
|
| Starwood Property Trust (STWD) | 0.0 | $347k | -9% | 18k | 19.43 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $339k | -7% | 2.8k | 121.31 |
|
| Ehang Hldgs Ads (EH) | 0.0 | $339k | -67% | 22k | 15.74 |
|
| Global X Fds Adaptive Us (AUSF) | 0.0 | $337k | 8.0k | 42.14 |
|
|
| Twist Bioscience Corp (TWST) | 0.0 | $337k | -21% | 7.2k | 46.47 |
|
| Reddit Cl A (RDDT) | 0.0 | $336k | -48% | 2.1k | 163.44 |
|
| Pagerduty (PD) | 0.0 | $336k | -26% | 18k | 18.26 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $332k | +2% | 6.5k | 50.88 |
|
| Fortinet (FTNT) | 0.0 | $330k | NEW | 3.5k | 94.48 |
|
| Ge Aerospace Com New (GE) | 0.0 | $328k | -35% | 2.0k | 167.07 |
|
| General Motors Company (GM) | 0.0 | $327k | +9% | 6.1k | 53.27 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $323k | +4% | 6.4k | 50.58 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $322k | NEW | 5.8k | 55.35 |
|
| Ross Stores (ROST) | 0.0 | $321k | 2.1k | 151.27 |
|
|
| Global X Fds Us Pfd Etf (PFFD) | 0.0 | $321k | NEW | 16k | 19.61 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $319k | +17% | 5.5k | 58.35 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $317k | NEW | 4.4k | 71.91 |
|
| First Tr Exchange-traded Rba Indl Etf (AIRR) | 0.0 | $312k | +14% | 4.1k | 77.04 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $310k | +17% | 1.7k | 185.13 |
|
| Corning Incorporated (GLW) | 0.0 | $308k | -13% | 6.5k | 47.52 |
|
| First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 0.0 | $308k | -6% | 13k | 24.65 |
|
| Oceaneering International (OII) | 0.0 | $305k | NEW | 12k | 26.08 |
|
| Franklin Resources (BEN) | 0.0 | $303k | NEW | 15k | 20.61 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $301k | NEW | 12k | 26.05 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $301k | 4.6k | 65.08 |
|
|
| Icon SHS (ICLR) | 0.0 | $300k | -4% | 1.4k | 209.71 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $299k | -24% | 5.2k | 57.86 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $299k | NEW | 2.6k | 114.73 |
|
| Steel Dynamics (STLD) | 0.0 | $298k | -34% | 2.6k | 114.34 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.0 | $296k | -83% | 11k | 26.71 |
|
| Stryker Corporation (SYK) | 0.0 | $291k | 805.00 | 360.89 |
|
|
| Jd.com Spon Ads Cl A (JD) | 0.0 | $290k | NEW | 8.4k | 34.67 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) | 0.0 | $289k | -16% | 9.2k | 31.43 |
|
| Arbor Realty Trust (ABR) | 0.0 | $289k | -4% | 21k | 13.85 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $287k | -44% | 7.7k | 37.26 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) | 0.0 | $284k | +8% | 3.7k | 76.36 |
|
| Nucor Corporation (NUE) | 0.0 | $284k | -52% | 2.4k | 117.26 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $284k | +27% | 5.5k | 51.70 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $281k | +34% | 6.6k | 42.61 |
|
| Microstrategy Cl A New (MSTR) | 0.0 | $280k | NEW | 967.00 | 289.62 |
|
| Allstate Corporation (ALL) | 0.0 | $277k | -28% | 1.4k | 193.71 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $275k | +30% | 4.8k | 56.77 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $272k | 2.0k | 139.38 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $272k | 1.1k | 255.07 |
|
|
| Leidos Holdings (LDOS) | 0.0 | $268k | -53% | 1.9k | 144.06 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $266k | -63% | 9.7k | 27.32 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $265k | -2% | 3.4k | 77.31 |
|
| Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) | 0.0 | $265k | -17% | 5.9k | 45.23 |
|
| Trip Com Group Ads (TCOM) | 0.0 | $264k | NEW | 3.9k | 68.66 |
|
| Edwards Lifesciences (EW) | 0.0 | $259k | -4% | 3.5k | 74.03 |
|
| Roku Com Cl A (ROKU) | 0.0 | $258k | NEW | 3.5k | 74.34 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $256k | -69% | 3.4k | 74.27 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $255k | -5% | 3.6k | 70.71 |
|
| Universal Corporation (UVV) | 0.0 | $255k | 4.6k | 54.84 |
|
|
| T. Rowe Price (TROW) | 0.0 | $254k | NEW | 2.2k | 113.09 |
|
| Day One Biopharmaceuticals I (DAWN) | 0.0 | $251k | +13% | 20k | 12.67 |
|
| Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.0 | $248k | NEW | 23k | 10.63 |
|
| Appfolio Com Cl A (APPF) | 0.0 | $248k | 1.0k | 246.72 |
|
|
| Rivernorth Flexible Municipal Incm Fd II (RFMZ) | 0.0 | $248k | +27% | 19k | 13.40 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $247k | +46% | 19k | 13.30 |
|
| First Interstate Bancsystem (FIBK) | 0.0 | $247k | -2% | 7.6k | 32.47 |
|
| Entergy Corporation (ETR) | 0.0 | $245k | +93% | 3.2k | 75.82 |
|
| Northwestern Energy Group In Com New (NWE) | 0.0 | $241k | 4.5k | 53.46 |
|
|
| AmerisourceBergen (COR) | 0.0 | $239k | -87% | 1.1k | 224.68 |
|
| ConAgra Foods (CAG) | 0.0 | $238k | NEW | 8.6k | 27.75 |
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $237k | -40% | 6.0k | 39.36 |
|
| Northwest Natural Holdin (NWN) | 0.0 | $236k | 6.0k | 39.56 |
|
|
| Ferrari Nv Ord (RACE) | 0.0 | $236k | 556.00 | 424.84 |
|
|
| Avista Corporation (AVA) | 0.0 | $236k | 6.4k | 36.63 |
|
|
| Berkshire Hathaway Inc Del Cl B New Call Option (Principal) (BRK.B) | 0.0 | $234k | NEW | 500.00 | 468.32 |
|
| Exelon Corporation (EXC) | 0.0 | $233k | NEW | 6.2k | 37.64 |
|
| C3 Ai Cl A (AI) | 0.0 | $232k | NEW | 6.7k | 34.43 |
|
| Copart (CPRT) | 0.0 | $228k | 4.0k | 57.39 |
|
|
| Republic Services (RSG) | 0.0 | $224k | NEW | 1.1k | 201.18 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.0 | $224k | NEW | 4.5k | 49.80 |
|
| Unity Software (U) | 0.0 | $221k | NEW | 9.9k | 22.47 |
|
| Fair Isaac Corporation (FICO) | 0.0 | $219k | NEW | 110.00 | 1990.94 |
|
| Etsy (ETSY) | 0.0 | $217k | 4.1k | 52.89 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $216k | -36% | 1.8k | 117.53 |
|
| Cme (CME) | 0.0 | $216k | NEW | 928.00 | 232.23 |
|
| Rbc Cad (RY) | 0.0 | $214k | 1.8k | 120.51 |
|
|
| Bruker Corporation (BRKR) | 0.0 | $214k | -71% | 3.7k | 58.62 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $213k | 2.3k | 90.93 |
|
|
| Assurant (AIZ) | 0.0 | $213k | NEW | 1.0k | 213.22 |
|
| Medtronic SHS (MDT) | 0.0 | $210k | NEW | 2.6k | 80.62 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.0 | $209k | -11% | 3.5k | 59.77 |
|
| Houlihan Lokey Cl A (HLI) | 0.0 | $207k | NEW | 1.2k | 173.66 |
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $206k | NEW | 1.7k | 119.12 |
|
| ResMed (RMD) | 0.0 | $204k | NEW | 893.00 | 228.69 |
|
| Columbia Seligm Prem Tech Gr (STK) | 0.0 | $204k | 6.4k | 31.95 |
|
|
| Ford Motor Company (F) | 0.0 | $201k | -94% | 20k | 9.90 |
|
| Jack Henry & Associates (JKHY) | 0.0 | $200k | NEW | 1.1k | 175.30 |
|
| Abrdn Healthcare Opportuniti SHS (THQ) | 0.0 | $197k | 10k | 19.05 |
|
|
| Intellia Therapeutics (NTLA) | 0.0 | $188k | -15% | 16k | 11.66 |
|
| Snap Cl A (SNAP) | 0.0 | $135k | -26% | 13k | 10.77 |
|
| Rocket Cos Com Cl A (RKT) | 0.0 | $124k | -62% | 11k | 11.26 |
|
| Calamos Conv & High Income F Com Shs (CHY) | 0.0 | $122k | 10k | 12.24 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $105k | NEW | 10k | 10.36 |
|
| First Fndtn (FFWM) | 0.0 | $101k | 16k | 6.21 |
|
|
| Coherus Biosciences (CHRS) | 0.0 | $95k | 69k | 1.38 |
|
|
| Blackrock Tcp Cap Corp (TCPC) | 0.0 | $87k | 10k | 8.71 |
|
|
| Pennymac Corp Note 5.500% 3/1 | 0.0 | $75k | 75k | 0.99 |
|
|
| Verrica Pharmaceuticals (VRCA) | 0.0 | $53k | -25% | 76k | 0.70 |
|
| Smartrent Com Cl A (SMRT) | 0.0 | $34k | NEW | 19k | 1.75 |
|
| Hertz Global Hldgs *w Exp 06/30/205 (HTZWW) | 0.0 | $33k | 15k | 2.15 |
|
|
| Immunitybio (IBRX) | 0.0 | $29k | 11k | 2.56 |
|
|
| Genelux Corporation (GNLX) | 0.0 | $26k | 11k | 2.36 |
|
|
| Pacific Biosciences of California (PACB) | 0.0 | $19k | NEW | 10k | 1.83 |
|
| Nerdy Cl A Com (NRDY) | 0.0 | $16k | NEW | 10k | 1.62 |
|
| Kandi Technologies Group Usd Ord Shs (KNDI) | 0.0 | $12k | 10k | 1.20 |
|
|
| Nikola Corp Com New | 0.0 | $12k | NEW | 10k | 1.19 |
|
| Xti Aerospace | 0.0 | $4.1k | NEW | 96k | 0.04 |
|
Past Filings by SteelPeak Wealth
SEC 13F filings are viewable for SteelPeak Wealth going back to 2019
- 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
- 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