Steel Peak Wealth Management

Latest statistics and disclosures from Steel Peak Wealth Management's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Steel Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Steel Peak Wealth Management

Companies in the Steel Peak Wealth Management portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.7 $85M 641k 132.69
Stamps Com New (STMP) 5.4 $60M 304k 196.19
Amazon (AMZN) 4.5 $50M +20% 15k 3256.91
Ishares Tr Esg Awr Msci Usa (ESGU) 3.1 $34M +63% 396k 86.03
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.1 $34M +40% 90k 373.88
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.0 $34M +93% 107k 313.74
Tesla Motors (TSLA) 2.8 $31M +106% 44k 705.66
Spdr Ser Tr Portfolio S&p500 (SPLG) 2.5 $28M NEW 633k 43.96
Ishares Tr Us Treas Bd Etf (GOVT) 2.5 $28M +3% 1.0M 27.24
Microsoft Corporation (MSFT) 2.1 $24M +10% 106k 222.42
Facebook Cl A (FB) 1.8 $20M +3% 71k 273.16
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.7 $19M +158% 63k 305.79
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.4 $15M +7% 273k 55.17
NVIDIA Corporation (NVDA) 1.3 $15M +15% 28k 522.20
Spdr Ser Tr Portfolio Intrmd (SPIB) 1.3 $15M NEW 392k 37.18
Wisdomtree Tr Em Ex St-owned (XSOE) 1.3 $14M NEW 355k 39.67
Qualcomm (QCOM) 1.3 $14M 91k 152.34
Ishares Tr Eafe Grwth Etf (EFG) 1.2 $14M -12% 134k 100.91
Netflix (NFLX) 1.2 $13M +12% 25k 540.71
Alphabet Cap Stk Cl A (GOOGL) 1.1 $13M -19% 7.1k 1752.60
Spdr Ser Tr Portfolio Ln Cor (SPLB) 1.1 $12M NEW 376k 33.10
Paypal Holdings (PYPL) 1.1 $12M +4% 52k 234.20
Broadcom (AVGO) 0.9 $10M 24k 437.85
JPMorgan Chase & Co. (JPM) 0.9 $10M +4% 82k 127.07
Texas Instruments Incorporated (TXN) 0.9 $10M +4% 62k 164.13
Ishares Tr Mbs Etf (MBB) 0.9 $10M +2549% 91k 110.13
Cisco Systems (CSCO) 0.9 $9.6M -35% 214k 44.75
Adobe Systems Incorporated (ADBE) 0.9 $9.4M +18% 19k 500.13
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.9 $9.4M 207k 45.44
Ishares Tr Msci Usa Value (VLUE) 0.8 $8.7M 100k 86.91
Intuit (INTU) 0.7 $8.3M +95% 22k 379.87
Shopify Cl A (SHOP) 0.7 $8.2M -5% 7.3k 1132.00
Advanced Micro Devices (AMD) 0.7 $8.2M +90% 90k 91.71
Caterpillar (CAT) 0.7 $8.1M +28% 45k 182.03
Walt Disney Company (DIS) 0.7 $8.0M 44k 181.18
Ishares Tr Russell 2000 Etf (IWM) 0.7 $7.4M -14% 38k 196.07
Square Cl A (SQ) 0.7 $7.2M +15% 33k 217.64
Dow (DOW) 0.6 $6.1M +4% 111k 55.50
Verizon Communications (VZ) 0.6 $6.1M -7% 104k 58.75
3M Company (MMM) 0.5 $6.0M 35k 174.79
Ishares Tr Msci Eafe Etf (EFA) 0.5 $6.0M -7% 82k 72.96
Crowdstrike Hldgs Cl A (CRWD) 0.5 $5.9M +38% 28k 211.82
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.5 $5.9M NEW 57k 104.51
Coca-Cola Company (KO) 0.5 $5.9M -5% 107k 54.84
Intel Corporation (INTC) 0.5 $5.8M +3% 117k 49.82
Amgen (AMGN) 0.5 $5.7M -64% 25k 229.92
Goldman Sachs (GS) 0.5 $5.7M -9% 22k 263.71
Chevron Corporation (CVX) 0.5 $5.5M -33% 65k 84.44
Boeing Company (BA) 0.5 $5.4M +9% 25k 214.06
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $5.4M +5% 79k 67.89
Walgreen Boots Alliance (WBA) 0.5 $5.3M 133k 39.88
International Business Machines (IBM) 0.5 $5.2M -22% 41k 125.87
Ishares Tr U.s. Med Dvc Etf (IHI) 0.5 $5.1M 16k 327.29
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $5.0M -7% 98k 51.67
Merck & Co (MRK) 0.5 $5.0M +955% 61k 81.79
Honeywell International (HON) 0.5 $5.0M -10% 24k 212.69
Travelers Companies (TRV) 0.5 $5.0M -21% 36k 140.38
salesforce (CRM) 0.4 $4.9M -36% 22k 222.54
Jd.com Spon Adr Cl A (JD) 0.4 $4.9M NEW 55k 87.91
Marvell Technology Group Ord (MRVL) 0.4 $4.8M +93% 101k 47.54
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $4.7M +7% 40k 118.18
Lam Research Corporation (LRCX) 0.4 $4.6M +14% 9.8k 472.29
Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.4 $4.3M NEW 153k 28.31
Micron Technology (MU) 0.4 $4.2M 56k 75.18
McDonald's Corporation (MCD) 0.3 $3.8M +207% 18k 214.59
Alphabet Cap Stk Cl C (GOOG) 0.3 $3.6M -4% 2.0k 1751.96
Ishares Tr National Mun Etf (MUB) 0.3 $3.6M +4% 30k 117.19
Select Sector Spdr Tr Technology (XLK) 0.3 $3.5M +132% 27k 130.01
Activision Blizzard (ATVI) 0.3 $3.5M NEW 38k 92.84
Home Depot (HD) 0.3 $3.3M -51% 13k 265.60
Comcast Corp Cl A (CMCSA) 0.3 $3.3M -18% 63k 52.40
Nike CL B (NKE) 0.3 $3.3M 23k 141.48
Ishares Tr Msci Usa Sze Ft (SIZE) 0.3 $3.2M NEW 29k 111.18
Metropcs Communications (TMUS) 0.3 $3.2M +6% 24k 134.85
Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $3.2M 51k 62.84
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $3.1M NEW 9.1k 343.65
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.3 $3.1M 111k 28.00
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.3 $3.1M +2% 55k 56.73
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.3 $3.0M +2% 112k 27.11
Ishares U S Etf Tr Blackrock Short (MEAR) 0.3 $3.0M 59k 50.23
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $2.9M 52k 55.19
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $2.8M -90% 21k 138.12
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $2.8M +3% 26k 108.11
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $2.8M +2% 49k 56.74
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.2 $2.7M 51k 52.49
Bank of America Corporation (BAC) 0.2 $2.6M +5% 86k 30.31
Johnson & Johnson (JNJ) 0.2 $2.6M +5% 16k 157.40
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $2.5M -4% 39k 64.17
Wal-Mart Stores (WMT) 0.2 $2.5M +11% 17k 144.16
Ishares Tr Core S&p500 Etf (IVV) 0.2 $2.5M -93% 6.5k 375.44
Procter & Gamble Company (PG) 0.2 $2.3M +8% 17k 139.13
Nio Spon Ads (NIO) 0.2 $2.3M +195% 47k 48.73
At&t (T) 0.2 $2.3M -31% 79k 28.76
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $2.3M -41% 9.5k 236.36
Zoom Video Communications In Cl A (ZM) 0.2 $2.2M +131% 6.4k 337.34
Fiserv (FISV) 0.2 $2.1M -28% 18k 113.87
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.2 $2.0M NEW 45k 45.12
Starbucks Corporation (SBUX) 0.2 $2.0M +3% 19k 106.96
Costco Wholesale Corporation (COST) 0.2 $2.0M +13% 5.2k 376.84
Pfizer (PFE) 0.2 $1.9M +213% 52k 36.80
Bank of New York Mellon Corporation (BK) 0.2 $1.9M +3% 45k 42.44
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.2 $1.9M +2% 32k 58.55
Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.2 $1.9M NEW 57k 32.88
Okta Cl A (OKTA) 0.2 $1.8M +14% 7.2k 254.28
Visa Com Cl A (V) 0.2 $1.8M +10% 8.3k 218.78
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $1.8M NEW 33k 55.28
Twilio Cl A (TWLO) 0.2 $1.8M +14% 5.3k 338.45
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $1.7M +2% 20k 88.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.7M -5% 7.5k 231.86
Fiverr Intl Ord Shs (FVRR) 0.2 $1.7M +42% 8.9k 195.05
Lululemon Athletica (LULU) 0.2 $1.7M +4% 4.9k 348.02
FedEx Corporation (FDX) 0.2 $1.7M +3% 6.4k 259.58
Ishares Tr Tips Bd Etf (TIP) 0.2 $1.7M +3% 13k 127.61
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $1.6M -14% 14k 119.96
Gilead Sciences (GILD) 0.1 $1.6M -67% 27k 58.26
Eastern Bankshares (EBC) 0.1 $1.6M NEW 98k 16.31
Spotify Technology S A SHS (SPOT) 0.1 $1.6M +11% 5.0k 314.63
Allstate Corporation (ALL) 0.1 $1.6M +179% 14k 109.96
Verrica Pharmaceuticals (VRCA) 0.1 $1.5M 133k 11.51
Mastercard Incorporated Cl A (MA) 0.1 $1.5M +13% 4.2k 357.06
Ishares Tr Broad Usd High (USHY) 0.1 $1.5M NEW 36k 41.25
Union Pacific Corporation (UNP) 0.1 $1.5M -19% 7.0k 208.26
Morgan Stanley Com New (MS) 0.1 $1.5M -14% 21k 68.51
Proshares Tr Pshs Ultra Qqq (QLD) 0.1 $1.4M 12k 115.08
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $1.4M +2% 28k 51.48
Exxon Mobil Corporation (XOM) 0.1 $1.4M -20% 34k 41.21
Plug Power Com New (PLUG) 0.1 $1.4M NEW 41k 33.91
Hp (HPQ) 0.1 $1.4M -8% 56k 24.60
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $1.4M +2% 47k 29.48
Nextera Energy (NEE) 0.1 $1.4M NEW 18k 77.16
Roku Com Cl A (ROKU) 0.1 $1.3M +3% 4.0k 332.09
Pepsi (PEP) 0.1 $1.3M +102% 8.9k 148.28
Ishares Tr Nasdaq Biotech (IBB) 0.1 $1.3M +2% 8.7k 151.55
Citigroup Com New (C) 0.1 $1.3M -17% 21k 61.65
General Motors Company (GM) 0.1 $1.3M 30k 41.64
eBay (EBAY) 0.1 $1.2M +4% 25k 50.26
Spdr Ser Tr Bloomberg Srt Tr (SJNK) 0.1 $1.2M NEW 46k 26.95
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $1.2M +4% 7.6k 160.80
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $1.2M +2% 11k 113.41
Abbvie (ABBV) 0.1 $1.2M 11k 107.14
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $1.2M -16% 14k 86.41
Vanguard World Fds Industrial Etf (VIS) 0.1 $1.2M 6.8k 169.98
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $1.2M -54% 13k 87.33
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $1.1M -9% 23k 50.73
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $1.1M 9.8k 115.94
Applied Materials (AMAT) 0.1 $1.1M -2% 13k 86.29
Fidelity National Information Services (FIS) 0.1 $1.1M NEW 7.8k 141.40
PNC Financial Services (PNC) 0.1 $1.1M -30% 7.3k 149.05
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $1.1M -18% 13k 82.88
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.1 $1.1M 13k 82.79
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $1.1M +3% 53k 20.19
Eli Lilly & Co. (LLY) 0.1 $1.0M +60% 6.2k 168.88
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.0M -19% 12k 83.26
Charles Schwab Corporation (SCHW) 0.1 $1.0M NEW 19k 53.06
Invitae (NVTA) 0.1 $999k +297% 24k 41.80
Teladoc (TDOC) 0.1 $988k -48% 4.9k 199.96
Moderna (MRNA) 0.1 $978k NEW 9.4k 104.44
Ishares Tr Msci China Etf (MCHI) 0.1 $970k NEW 12k 81.00
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.1 $968k -13% 19k 50.58
Altria (MO) 0.1 $961k -2% 23k 41.00
MetLife (MET) 0.1 $960k -32% 21k 46.94
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $953k -17% 16k 61.58
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $953k -11% 30k 31.41
Expedia Group Com New (EXPE) 0.1 $949k -26% 7.2k 132.45
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $945k -56% 6.0k 157.76
Ishares Tr Modert Alloc Etf (AOM) 0.1 $931k 22k 43.20
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $913k -23% 18k 51.39
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $891k 3.8k 232.70
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $872k +4% 16k 56.24
Northrop Grumman Corporation (NOC) 0.1 $860k -21% 2.8k 304.75
Iron Mountain (IRM) 0.1 $844k +18% 29k 29.48
Docusign (DOCU) 0.1 $838k +137% 3.8k 222.34
Cloudflare Cl A Com (NET) 0.1 $788k NEW 10k 75.95
AeroVironment (AVAV) 0.1 $786k NEW 9.0k 86.89
Philip Morris International (PM) 0.1 $785k 9.5k 82.82
Target Corporation (TGT) 0.1 $763k +18% 4.3k 176.58
Spdr Gold Tr Gold Shs (GLD) 0.1 $750k +209% 4.2k 178.36
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $745k +2% 10k 73.36
Skyworks Solutions (SWKS) 0.1 $734k +14% 4.8k 152.82
Medtronic SHS (MDT) 0.1 $722k NEW 6.2k 117.19
American Express Company (AXP) 0.1 $664k +30% 5.5k 120.84
Southern Company (SO) 0.1 $658k -2% 11k 61.40
Fidelity National Financial Fnf Group Com (FNF) 0.1 $653k NEW 17k 39.08
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.1 $650k 24k 26.70
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $644k +22% 1.8k 353.85
Southwest Airlines (LUV) 0.1 $631k +11% 14k 46.60
Ark Etf Tr Innovation Etf (ARKK) 0.1 $629k +29% 5.1k 124.55
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.1 $628k 41k 15.16
Abbott Laboratories (ABT) 0.1 $627k +5% 5.7k 109.48
Spdr Ser Tr Bloomberg Brclys (JNK) 0.1 $621k 5.7k 108.99
Lockheed Martin Corporation (LMT) 0.1 $605k -60% 1.7k 354.63
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.1 $595k -89% 12k 50.18
Ferrari Nv Ord (RACE) 0.1 $592k 2.6k 229.37
Ishares Tr Global Tech Etf (IXN) 0.1 $591k -91% 2.0k 300.00
Microchip Technology (MCHP) 0.1 $581k +28% 4.2k 138.00
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $572k NEW 15k 37.55
MercadoLibre (MELI) 0.1 $556k +10% 332.00 1674.70
Kinder Morgan (KMI) 0.0 $550k +17% 40k 13.67
Amcor Ord (AMCR) 0.0 $549k -9% 47k 11.77
Wells Fargo & Company (WFC) 0.0 $543k -58% 18k 30.16
Deere & Company (DE) 0.0 $538k NEW 2.0k 269.00
Thermo Fisher Scientific (TMO) 0.0 $535k NEW 1.1k 466.03
Public Storage (PSA) 0.0 $532k +13% 2.3k 230.90
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.0 $508k NEW 17k 30.82
Slack Technologies Com Cl A (WORK) 0.0 $505k 12k 42.27
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $504k +2% 2.1k 241.26
Servicenow (NOW) 0.0 $503k +27% 914.00 550.33
Wynn Resorts (WYNN) 0.0 $490k 4.3k 112.90
Nortonlifelock (NLOK) 0.0 $486k +16% 23k 20.77
Cummins (CMI) 0.0 $465k NEW 2.0k 226.94
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.0 $465k NEW 8.6k 54.08
United Rentals (URI) 0.0 $464k NEW 2.0k 232.00
Te Connectivity Reg Shs (TEL) 0.0 $461k +47% 3.8k 121.06
MGM Resorts International. (MGM) 0.0 $461k +18% 15k 31.53
Black Knight (BKI) 0.0 $453k NEW 5.1k 88.42
Sitime Corp (SITM) 0.0 $448k +2% 4.0k 112.00
Citrix Systems (CTXS) 0.0 $448k NEW 3.4k 130.04
Raytheon Technologies Corp (RTX) 0.0 $446k -67% 6.2k 71.44
United Parcel Service CL B (UPS) 0.0 $441k -29% 2.6k 168.32
V.F. Corporation (VFC) 0.0 $440k -16% 5.2k 85.35
The Trade Desk Com Cl A (TTD) 0.0 $439k -60% 548.00 801.09
First Tr Exchange-traded First Tr Enh New (FTSM) 0.0 $429k +68% 7.1k 60.03
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.0 $427k 7.3k 58.22
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $421k +2% 1.0k 420.16
ConAgra Foods (CAG) 0.0 $420k NEW 12k 36.27
Newmont Mining Corporation (NEM) 0.0 $417k +3% 7.0k 59.86
Anaplan (PLAN) 0.0 $410k 5.7k 71.85
Proshares Tr Pshs Ult S&p 500 (SSO) 0.0 $406k 4.4k 91.44
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $399k +9% 3.7k 108.99
Commerce Bancshares (CBSH) 0.0 $394k 6.0k 65.72
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $391k -96% 4.3k 91.98
RadNet (RDNT) 0.0 $391k 20k 19.55
Kraneshares Tr Msci All China (KURE) 0.0 $391k NEW 10k 39.10
Waste Management (WM) 0.0 $384k NEW 3.3k 117.94
Invesco Exch Traded Fd Tr Ii 1 30 Lader Tre (PLW) 0.0 $373k NEW 9.7k 38.48
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.0 $370k NEW 3.3k 111.01
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $369k -11% 4.3k 86.26
Consolidated Edison (ED) 0.0 $363k NEW 5.0k 72.25
Oracle Corporation (ORCL) 0.0 $359k +25% 5.5k 64.78
Beyond Meat (BYND) 0.0 $358k NEW 2.9k 124.91
Blackrock Core Bd Tr Shs Ben Int (BHK) 0.0 $354k -25% 22k 16.32
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $354k NEW 3.0k 116.37
Sba Communications Corp Cl A (SBAC) 0.0 $353k -12% 1.3k 282.17
UnitedHealth (UNH) 0.0 $351k +4% 1.0k 350.65
Intellia Therapeutics (NTLA) 0.0 $348k NEW 6.4k 54.35
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $336k 4.9k 68.56
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.0 $333k -9% 22k 15.36
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $332k NEW 2.6k 127.59
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $327k +3% 2.5k 128.29
PPL Corporation (PPL) 0.0 $322k -25% 11k 28.16
Uber Technologies (UBER) 0.0 $321k +8% 6.3k 50.95
Atlassian Corp Cl A (TEAM) 0.0 $321k NEW 1.4k 233.97
People's United Financial (PBCT) 0.0 $317k +88% 25k 12.93
Parker-Hannifin Corporation (PH) 0.0 $313k 1.1k 272.41
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $312k +13% 2.3k 136.78
Seagate Technology SHS (STX) 0.0 $311k NEW 5.0k 62.10
Palantir Technologies Cl A (PLTR) 0.0 $308k NEW 13k 23.51
Us Bancorp Del Com New (USB) 0.0 $298k -6% 6.4k 46.66
Vulcan Materials Company (VMC) 0.0 $297k NEW 2.0k 148.50
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.0 $290k NEW 17k 17.35
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $287k +3% 8.0k 36.06
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.0 $281k -29% 6.9k 40.81
Kroger (KR) 0.0 $279k -31% 8.8k 31.76
Sempra Energy (SRE) 0.0 $279k -10% 2.2k 127.40
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $273k NEW 3.0k 90.82
Ross Stores (ROST) 0.0 $273k -14% 2.2k 122.70
Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) 0.0 $272k 12k 23.75
Vanguard Index Fds Growth Etf (VUG) 0.0 $272k NEW 1.1k 253.02
Oneok (OKE) 0.0 $271k -11% 7.1k 38.41
Tractor Supply Company (TSCO) 0.0 $268k NEW 1.9k 140.46
Lowe's Companies (LOW) 0.0 $267k -68% 1.7k 160.46
Crown Castle Intl (CCI) 0.0 $266k 1.7k 159.28
Ishares Jp Mrgn Em Hi Bd (EMHY) 0.0 $264k -45% 5.7k 46.36
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $264k NEW 2.0k 131.80
Prudential Financial (PRU) 0.0 $262k NEW 3.4k 77.98
BlackRock (BLK) 0.0 $259k -21% 359.00 721.45
Veeva Sys Cl A Com (VEEV) 0.0 $257k -28% 945.00 271.96
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) 0.0 $256k -24% 8.5k 30.01
Blackstone Group Com Cl A (BX) 0.0 $252k -78% 3.9k 64.70
General Electric Company (GE) 0.0 $245k +21% 23k 10.82
Vanguard World Mega Grwth Ind (MGK) 0.0 $242k NEW 1.2k 203.53
Kkr & Co (KKR) 0.0 $241k 6.0k 40.48
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.0 $240k NEW 4.9k 48.75
Peloton Interactive Cl A Com (PTON) 0.0 $239k NEW 1.6k 151.55
Cannae Holdings (CNNE) 0.0 $237k NEW 5.4k 44.28
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $235k NEW 821.00 286.24
TJX Companies (TJX) 0.0 $235k NEW 3.4k 68.19
CVS Caremark Corporation (CVS) 0.0 $232k -45% 3.4k 68.24
Western Digital (WDC) 0.0 $231k NEW 4.2k 55.42
Colgate-Palmolive Company (CL) 0.0 $229k NEW 2.7k 85.48
Edwards Lifesciences (EW) 0.0 $226k NEW 2.5k 91.06
PIMCO Corporate Opportunity Fund (PTY) 0.0 $223k -16% 13k 17.86
Eaton Vance Floating-Rate Income Trust (EFT) 0.0 $219k -23% 17k 13.14
Ishares Tr Conser Alloc Etf (AOK) 0.0 $219k -3% 5.7k 38.75
Franklin Resources (BEN) 0.0 $215k -42% 8.6k 24.94
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $213k NEW 3.6k 59.51
Glaxosmithkline Sponsored Adr (GSK) 0.0 $206k 5.6k 36.85
Asml Holding N V N Y Registry Shs (ASML) 0.0 $205k NEW 421.00 486.94
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.0 $205k NEW 2.1k 95.44
Tidal Etf Tr Sofi Weekly Inm (TGIF) 0.0 $205k NEW 2.0k 103.74
Eaton Vance Cali Muni Bnd Fnd (EVM) 0.0 $203k 17k 11.77
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $200k +58% 1.9k 102.77
Blackrock MuniHoldings CA Insrd Fnd (MUC) 0.0 $197k 13k 14.99
CenturyLink 0.0 $196k NEW 20k 9.73
Huntington Bancshares Incorporated (HBAN) 0.0 $184k NEW 15k 12.66
Northwest Bancshares (NWBI) 0.0 $169k -8% 13k 12.75
Blackrock Calif Mun Income T Sh Ben Int (BFZ) 0.0 $148k 10k 14.19
Hecla Mining Company (HL) 0.0 $119k 18k 6.47
Ford Motor Company (F) 0.0 $104k -25% 12k 8.79
Sirius Xm Holdings (SIRI) 0.0 $100k 16k 6.37
Kandi Technolgies (KNDI) 0.0 $71k NEW 10k 6.93
Evogene SHS (EVGN) 0.0 $50k NEW 11k 4.71
Lexicon Pharmaceuticals Com New (LXRX) 0.0 $34k NEW 10k 3.40
Zuora Com Cl A Call Option (ZUO) 0.0 $0 NEW 20k 0.00

Past Filings by Steel Peak Wealth Management

SEC 13F filings are viewable for Steel Peak Wealth Management going back to 2019