Steel Peak Wealth Management
Latest statistics and disclosures from SteelPeak Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, IVV, AMZN, MSFT, NVDA, and represent 21.80% of SteelPeak Wealth's stock portfolio.
- Added to shares of these 10 stocks: AMD (+$36M), VGT (+$24M), DYNF (+$22M), AAPL (+$20M), IUSB (+$20M), MSFT (+$17M), TXN (+$16M), IVE (+$12M), VTI (+$12M), QQQ (+$12M).
- Started 93 new stock positions in PGR, PAYC, ALGN, DDD, ITB, JBHT, HTGC, SCHG, NOW, BEAM.
- Reduced shares in these 10 stocks: IVV (-$24M), PSX (-$12M), QQQE (-$12M), VLO (-$11M), GOOGL (-$10M), IGM (-$10M), FTEC (-$9.5M), AMGN (-$9.5M), ADP (-$9.4M), CMCSA (-$9.3M).
- Sold out of its positions in AGNC, AKAM, ADSK, BIDU, BK, TECH, Biosig Tech, BWA, CDW, CI.
- SteelPeak Wealth was a net buyer of stock by $140M.
- SteelPeak Wealth has $2.0B in assets under management (AUM), dropping by 15.03%.
- Central Index Key (CIK): 0001801868
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Portfolio Holdings for SteelPeak Wealth
SteelPeak Wealth holds 419 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.7 | $152M | +15% | 886k | 171.48 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 4.1 | $82M | -22% | 155k | 525.73 |
|
| Amazon (AMZN) | 3.8 | $77M | +12% | 424k | 180.38 |
|
| Microsoft Corporation (MSFT) | 3.4 | $68M | +33% | 161k | 420.72 |
|
| NVIDIA Corporation (NVDA) | 2.8 | $55M | +3% | 61k | 903.56 |
|
| Advanced Micro Devices (AMD) | 2.8 | $55M | +190% | 303k | 180.49 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.4 | $48M | +31% | 109k | 444.58 |
|
| Ishares Tr Core Total Usd (IUSB) | 2.3 | $45M | +80% | 991k | 45.59 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.2 | $45M | -5% | 85k | 524.62 |
|
| Meta Platforms Cl A (META) | 2.1 | $42M | -13% | 87k | 485.58 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $39M | -20% | 260k | 150.93 |
|
| Tesla Motors (TSLA) | 1.4 | $29M | +19% | 164k | 175.79 |
|
| Astrana Health Com New (ASTH) | 1.4 | $28M | 667k | 41.99 |
|
|
| salesforce (CRM) | 1.4 | $28M | -3% | 91k | 301.58 |
|
| Broadcom (AVGO) | 1.3 | $26M | +19% | 20k | 1325.44 |
|
| Vanguard World Inf Tech Etf (VGT) | 1.3 | $26M | +1093% | 50k | 524.34 |
|
| Applied Materials (AMAT) | 1.3 | $26M | +12% | 125k | 206.23 |
|
| Qualcomm (QCOM) | 1.2 | $25M | +8% | 147k | 169.30 |
|
| Texas Instruments Incorporated (TXN) | 1.2 | $24M | +206% | 139k | 174.21 |
|
| Intel Corporation (INTC) | 1.2 | $23M | +39% | 526k | 44.17 |
|
| Intuit (INTU) | 1.2 | $23M | +3% | 36k | 650.00 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.1 | $22M | 134k | 164.35 |
|
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 1.1 | $22M | NEW | 484k | 44.40 |
|
| Amgen (AMGN) | 1.0 | $20M | -31% | 72k | 284.32 |
|
| Cisco Systems (CSCO) | 1.0 | $19M | -23% | 385k | 49.91 |
|
| Verizon Communications (VZ) | 0.9 | $18M | +66% | 439k | 41.96 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.9 | $17M | 347k | 50.10 |
|
|
| Netflix (NFLX) | 0.9 | $17M | +15% | 28k | 607.33 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.8 | $16M | +175% | 190k | 84.44 |
|
| Metropcs Communications (TMUS) | 0.8 | $16M | +2% | 97k | 163.22 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $16M | +4% | 77k | 200.30 |
|
| International Business Machines (IBM) | 0.7 | $15M | -6% | 78k | 190.96 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $14M | +3% | 67k | 210.30 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $14M | +534% | 54k | 259.90 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $14M | +16% | 91k | 152.26 |
|
| Marvell Technology (MRVL) | 0.7 | $13M | +14% | 187k | 70.88 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.7 | $13M | +13% | 33k | 398.62 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $13M | +2806% | 68k | 186.81 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.6 | $12M | -28% | 229k | 54.40 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $12M | +9% | 151k | 79.86 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.6 | $12M | +7% | 116k | 103.79 |
|
| Ishares Tr Mbs Etf (MBB) | 0.6 | $12M | +14% | 130k | 92.42 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.6 | $11M | +18% | 83k | 135.06 |
|
| Intuitive Surgical Com New (ISRG) | 0.5 | $11M | +2365% | 27k | 399.09 |
|
| Lam Research Corporation (LRCX) | 0.5 | $11M | +116% | 11k | 973.56 |
|
| Chevron Corporation (CVX) | 0.5 | $11M | -4% | 66k | 157.74 |
|
| Comcast Corp Cl A (CMCSA) | 0.5 | $10M | -47% | 240k | 43.35 |
|
| Coca-Cola Company (KO) | 0.5 | $9.7M | +20% | 158k | 61.66 |
|
| Johnson & Johnson (JNJ) | 0.5 | $9.2M | +11% | 58k | 158.19 |
|
| Ford Motor Company (F) | 0.5 | $9.2M | +1711% | 695k | 13.28 |
|
| Home Depot (HD) | 0.5 | $9.2M | -2% | 24k | 383.60 |
|
| Morgan Stanley Com New (MS) | 0.5 | $9.0M | +6% | 96k | 94.16 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $9.0M | +7% | 22k | 418.01 |
|
| Goldman Sachs (GS) | 0.4 | $8.8M | -22% | 21k | 417.69 |
|
| Truist Financial Corp equities (TFC) | 0.4 | $8.7M | +3% | 224k | 38.98 |
|
| Dow (DOW) | 0.4 | $8.3M | +6% | 142k | 57.93 |
|
| Gilead Sciences (GILD) | 0.4 | $8.2M | +19% | 113k | 73.25 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.4 | $7.9M | +19% | 38k | 208.27 |
|
| Walgreen Boots Alliance (WBA) | 0.4 | $7.5M | +93% | 347k | 21.69 |
|
| 3M Company (MMM) | 0.4 | $7.5M | +52% | 70k | 106.07 |
|
| Procter & Gamble Company (PG) | 0.4 | $7.3M | -36% | 45k | 162.25 |
|
| United Parcel Service CL B (UPS) | 0.4 | $7.3M | +1801% | 49k | 148.63 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.4 | $7.2M | +54% | 67k | 106.49 |
|
| Booking Holdings (BKNG) | 0.3 | $6.8M | +103% | 1.9k | 3627.88 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $6.6M | +11% | 70k | 94.62 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.3 | $6.5M | +172% | 114k | 57.57 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $6.4M | -53% | 8.8k | 732.63 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $6.1M | -26% | 148k | 41.08 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.3 | $6.0M | NEW | 171k | 34.88 |
|
| Travelers Companies (TRV) | 0.3 | $5.9M | +536% | 26k | 230.14 |
|
| Starbucks Corporation (SBUX) | 0.3 | $5.8M | +225% | 63k | 91.39 |
|
| American Express Company (AXP) | 0.3 | $5.7M | +713% | 25k | 227.69 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $5.4M | -25% | 11k | 480.70 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $5.2M | 39k | 131.37 |
|
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.3 | $5.1M | NEW | 98k | 52.46 |
|
| Herbalife Com Shs (HLF) | 0.3 | $5.0M | 500k | 10.05 |
|
|
| Target Corporation (TGT) | 0.2 | $4.9M | +67% | 28k | 177.21 |
|
| Us Bancorp Del Com New (USB) | 0.2 | $4.8M | -45% | 106k | 45.20 |
|
| Honeywell International (HON) | 0.2 | $4.7M | NEW | 23k | 205.25 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $4.7M | +431% | 42k | 110.13 |
|
| Capital One Financial (COF) | 0.2 | $4.4M | +62% | 30k | 148.89 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $4.4M | +53% | 30k | 147.73 |
|
| ConocoPhillips (COP) | 0.2 | $4.4M | +42% | 34k | 127.28 |
|
| Nucor Corporation (NUE) | 0.2 | $4.4M | +172% | 22k | 198.44 |
|
| Visa Com Cl A (V) | 0.2 | $4.3M | +18% | 16k | 279.09 |
|
| Caterpillar (CAT) | 0.2 | $4.3M | -61% | 12k | 366.42 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $4.2M | -53% | 8.3k | 504.60 |
|
| Nike CL B (NKE) | 0.2 | $4.2M | +13% | 44k | 94.33 |
|
| Shopify Cl A (SHOP) | 0.2 | $4.1M | +28% | 54k | 77.17 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $4.1M | 20k | 201.50 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $4.1M | -44% | 37k | 108.92 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $3.9M | -54% | 75k | 51.60 |
|
| Philip Morris International (PM) | 0.2 | $3.9M | +14% | 42k | 92.93 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $3.8M | +25% | 3.9k | 970.47 |
|
| PNC Financial Services (PNC) | 0.2 | $3.8M | -52% | 23k | 161.60 |
|
| Emerson Electric (EMR) | 0.2 | $3.7M | NEW | 33k | 113.42 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $3.7M | +32% | 41k | 89.67 |
|
| Discover Financial Services (DFS) | 0.2 | $3.6M | +159% | 28k | 131.09 |
|
| Hartford Financial Services (HIG) | 0.2 | $3.6M | +65% | 35k | 103.51 |
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $3.6M | +12% | 33k | 107.60 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $3.5M | +63% | 70k | 50.60 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $3.5M | +18% | 4.5k | 777.88 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.2 | $3.5M | +10% | 60k | 57.54 |
|
| Boeing Company (BA) | 0.2 | $3.4M | +3% | 18k | 192.98 |
|
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.2 | $3.4M | +57% | 137k | 24.87 |
|
| At&t (T) | 0.2 | $3.4M | -24% | 193k | 17.60 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $3.4M | -31% | 32k | 104.73 |
|
| Merck & Co (MRK) | 0.2 | $3.4M | +59% | 26k | 132.73 |
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.2 | $3.4M | +50% | 141k | 23.83 |
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.2 | $3.3M | +164% | 72k | 46.48 |
|
| Walt Disney Company (DIS) | 0.2 | $3.3M | -8% | 27k | 122.36 |
|
| American Intl Group Com New (AIG) | 0.2 | $3.3M | -4% | 43k | 78.17 |
|
| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.2 | $3.3M | +53% | 71k | 46.51 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $3.3M | +20% | 10k | 320.59 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $3.2M | +33% | 142k | 22.77 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.2 | $3.2M | NEW | 68k | 47.44 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $3.2M | 34k | 94.41 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $3.1M | -59% | 39k | 80.63 |
|
| Palo Alto Networks (PANW) | 0.2 | $3.1M | +83% | 11k | 284.13 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $3.1M | +109% | 27k | 116.24 |
|
| eBay (EBAY) | 0.2 | $3.0M | +42% | 58k | 52.78 |
|
| Valero Energy Corporation (VLO) | 0.2 | $3.0M | -78% | 18k | 170.69 |
|
| Public Storage (PSA) | 0.1 | $3.0M | +15% | 10k | 290.06 |
|
| Pgim Short Duration High Yie (ISD) | 0.1 | $2.9M | NEW | 224k | 12.99 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.9M | 16k | 182.61 |
|
|
| Hp (HPQ) | 0.1 | $2.8M | +51% | 94k | 30.26 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $2.7M | +36% | 6.0k | 454.85 |
|
| Ishares Tr Aggres Alloc Etf (AOA) | 0.1 | $2.7M | +2% | 37k | 73.46 |
|
| UnitedHealth (UNH) | 0.1 | $2.6M | -52% | 5.3k | 494.69 |
|
| Abbvie (ABBV) | 0.1 | $2.6M | +12% | 14k | 182.10 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $2.5M | +160% | 30k | 81.66 |
|
| Garmin SHS (GRMN) | 0.1 | $2.4M | +15% | 16k | 148.87 |
|
| BlackRock (BLK) | 0.1 | $2.4M | NEW | 2.8k | 833.79 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.1 | $2.4M | +20% | 55k | 42.95 |
|
| Arista Networks (ANET) | 0.1 | $2.3M | +767% | 8.1k | 289.98 |
|
| Deere & Company (DE) | 0.1 | $2.3M | +13% | 5.6k | 412.22 |
|
| Allstate Corporation (ALL) | 0.1 | $2.3M | -14% | 13k | 174.00 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $2.3M | 26k | 87.48 |
|
|
| Lowe's Companies (LOW) | 0.1 | $2.3M | -5% | 9.0k | 254.74 |
|
| McDonald's Corporation (MCD) | 0.1 | $2.3M | +40% | 8.2k | 281.96 |
|
| General Electric Com New (GE) | 0.1 | $2.3M | -16% | 13k | 175.53 |
|
| Archer Daniels Midland Company (ADM) | 0.1 | $2.2M | NEW | 36k | 62.81 |
|
| MetLife (MET) | 0.1 | $2.2M | -70% | 30k | 74.11 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $2.2M | +49% | 4.6k | 478.61 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $2.2M | -73% | 20k | 107.41 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $2.1M | 38k | 56.17 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $2.1M | -41% | 17k | 125.61 |
|
| Bunge Global Sa Com Shs (BG) | 0.1 | $2.1M | NEW | 21k | 102.52 |
|
| EQT Corporation (EQT) | 0.1 | $2.1M | +116% | 58k | 37.07 |
|
| Consolidated Edison (ED) | 0.1 | $2.1M | +62% | 24k | 90.81 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $2.1M | 50k | 42.12 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $2.1M | +12% | 37k | 57.86 |
|
| AFLAC Incorporated (AFL) | 0.1 | $2.1M | +2% | 25k | 85.86 |
|
| Jabil Circuit (JBL) | 0.1 | $2.1M | NEW | 16k | 133.95 |
|
| Kraft Heinz (KHC) | 0.1 | $2.1M | +15% | 56k | 36.90 |
|
| Paccar (PCAR) | 0.1 | $2.1M | -13% | 17k | 123.89 |
|
| AeroVironment (AVAV) | 0.1 | $2.1M | +69% | 14k | 153.28 |
|
| Take-Two Interactive Software (TTWO) | 0.1 | $2.0M | +127% | 14k | 148.49 |
|
| Lennar Corp Cl A (LEN) | 0.1 | $2.0M | NEW | 12k | 171.98 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $2.0M | -7% | 47k | 43.36 |
|
| Nextera Energy (NEE) | 0.1 | $2.0M | +33% | 32k | 63.91 |
|
| Atmos Energy Corporation (ATO) | 0.1 | $2.0M | +99% | 17k | 118.87 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.1 | $2.0M | 74k | 26.86 |
|
|
| AmerisourceBergen (COR) | 0.1 | $1.9M | -10% | 7.7k | 242.99 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $1.8M | +37% | 29k | 61.56 |
|
| Progressive Corporation (PGR) | 0.1 | $1.8M | NEW | 8.7k | 206.82 |
|
| Extra Space Storage (EXR) | 0.1 | $1.8M | -22% | 12k | 147.00 |
|
| Vici Pptys (VICI) | 0.1 | $1.8M | +146% | 60k | 30.18 |
|
| AvalonBay Communities (AVB) | 0.1 | $1.8M | NEW | 9.6k | 187.26 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.8M | +22% | 3.7k | 481.53 |
|
| McKesson Corporation (MCK) | 0.1 | $1.8M | +22% | 3.3k | 537.52 |
|
| Roper Industries (ROP) | 0.1 | $1.8M | +6% | 3.1k | 560.84 |
|
| FedEx Corporation (FDX) | 0.1 | $1.7M | 6.0k | 291.01 |
|
|
| CBOE Holdings (CBOE) | 0.1 | $1.7M | NEW | 9.5k | 183.73 |
|
| Altria (MO) | 0.1 | $1.7M | +47% | 38k | 44.60 |
|
| Cadence Design Systems (CDNS) | 0.1 | $1.7M | NEW | 5.4k | 311.28 |
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $1.7M | -15% | 6.3k | 265.12 |
|
| Pepsi (PEP) | 0.1 | $1.7M | 9.4k | 176.41 |
|
|
| Martin Marietta Materials (MLM) | 0.1 | $1.7M | NEW | 2.7k | 613.94 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $1.6M | +312% | 20k | 76.36 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $1.5M | +24% | 3.0k | 522.88 |
|
| United Rentals (URI) | 0.1 | $1.5M | 2.1k | 721.11 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $1.5M | -73% | 40k | 37.92 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $1.5M | -52% | 8.1k | 183.89 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.5M | +295% | 13k | 113.66 |
|
| First Solar (FSLR) | 0.1 | $1.5M | +108% | 8.8k | 168.80 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $1.5M | NEW | 19k | 79.76 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $1.5M | 22k | 66.32 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $1.4M | +218% | 22k | 65.87 |
|
| Albemarle Corporation (ALB) | 0.1 | $1.4M | +23% | 10k | 132.14 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $1.3M | NEW | 81k | 16.34 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $1.3M | NEW | 14k | 92.89 |
|
| S&p Global (SPGI) | 0.1 | $1.3M | 3.0k | 425.45 |
|
|
| Uber Technologies (UBER) | 0.1 | $1.3M | +46% | 17k | 76.99 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $1.2M | NEW | 15k | 79.83 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $1.2M | 4.5k | 271.76 |
|
|
| Unity Software (U) | 0.1 | $1.2M | +71% | 45k | 26.70 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.2M | -77% | 12k | 97.94 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $1.1M | -2% | 23k | 47.89 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $1.1M | +17% | 6.7k | 164.96 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $1.1M | -27% | 18k | 60.42 |
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $1.1M | -5% | 15k | 73.04 |
|
| Block Cl A (SQ) | 0.1 | $1.1M | -13% | 13k | 84.58 |
|
| Pfizer (PFE) | 0.1 | $1.1M | +62% | 39k | 27.75 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $1.1M | NEW | 27k | 39.81 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $1.1M | +14% | 7.8k | 137.22 |
|
| Zoom Video Communications In Cl A (ZM) | 0.1 | $1.0M | +189% | 16k | 65.37 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.1 | $1.0M | +147% | 6.9k | 149.45 |
|
| Wells Fargo & Company (WFC) | 0.1 | $1.0M | -79% | 18k | 57.96 |
|
| Crown Castle Intl (CCI) | 0.1 | $998k | +239% | 9.4k | 105.83 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $997k | NEW | 9.9k | 100.54 |
|
| Ishares Tr Us Home Cons Etf (ITB) | 0.1 | $996k | NEW | 8.6k | 115.77 |
|
| Enterprise Products Partners (EPD) | 0.0 | $991k | NEW | 34k | 29.18 |
|
| Wal-Mart Stores (WMT) | 0.0 | $986k | +19% | 16k | 60.37 |
|
| RadNet (RDNT) | 0.0 | $973k | 20k | 48.66 |
|
|
| Snap Cl A (SNAP) | 0.0 | $970k | +50% | 85k | 11.48 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $968k | 10k | 96.83 |
|
|
| Simon Property (SPG) | 0.0 | $957k | -2% | 6.1k | 156.49 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $927k | +14% | 1.4k | 678.62 |
|
| Etf Ser Solutions Us Glb Jets (JETS) | 0.0 | $907k | +24% | 43k | 21.01 |
|
| Boyd Gaming Corporation (BYD) | 0.0 | $898k | 13k | 67.49 |
|
|
| Kinder Morgan (KMI) | 0.0 | $898k | +49% | 49k | 18.34 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $890k | 17k | 53.10 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $873k | +25% | 3.3k | 261.74 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $872k | 300.00 | 2906.77 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $869k | 2.5k | 344.24 |
|
|
| Peak (DOC) | 0.0 | $868k | +24% | 46k | 18.75 |
|
| Viatris (VTRS) | 0.0 | $866k | +342% | 73k | 11.94 |
|
| Oneok (OKE) | 0.0 | $865k | +140% | 11k | 80.17 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $853k | NEW | 46k | 18.38 |
|
| Ehang Hldgs Ads (EH) | 0.0 | $853k | +288% | 42k | 20.57 |
|
| Danaher Corporation (DHR) | 0.0 | $853k | 3.4k | 249.99 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $837k | +387% | 14k | 60.74 |
|
| Icon SHS (ICLR) | 0.0 | $829k | +199% | 2.5k | 335.95 |
|
| J P Morgan Exchange Traded F Us Value Factr (JVAL) | 0.0 | $826k | NEW | 20k | 41.62 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $818k | +36% | 4.8k | 169.38 |
|
| Verrica Pharmaceuticals (VRCA) | 0.0 | $817k | 138k | 5.92 |
|
|
| Dominion Resources (D) | 0.0 | $799k | NEW | 16k | 49.19 |
|
| Waste Management (WM) | 0.0 | $777k | 3.6k | 213.15 |
|
|
| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.0 | $764k | NEW | 4.0k | 190.68 |
|
| Cleanspark Com New (CLSK) | 0.0 | $760k | -23% | 36k | 21.21 |
|
| Lululemon Athletica (LULU) | 0.0 | $759k | +17% | 1.9k | 390.65 |
|
| Realty Income (O) | 0.0 | $757k | -2% | 14k | 54.36 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $750k | NEW | 3.6k | 205.72 |
|
| Schwab Charles Family Amt Tax Free Mny (SCTXX) | 0.0 | $750k | -37% | 750k | 1.00 |
|
| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.0 | $736k | -41% | 17k | 42.57 |
|
| Ptc (PTC) | 0.0 | $733k | +13% | 3.9k | 188.94 |
|
| Hilton Grand Vacations (HGV) | 0.0 | $729k | 16k | 47.21 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $726k | +37% | 2.9k | 252.31 |
|
| Ishares Tr Modert Alloc Etf (AOM) | 0.0 | $723k | +5% | 17k | 42.78 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $722k | +212% | 1.7k | 429.32 |
|
| Park National Corporation (PRK) | 0.0 | $713k | 5.3k | 135.85 |
|
|
| Msci (MSCI) | 0.0 | $702k | +4% | 1.3k | 560.45 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $701k | NEW | 5.0k | 139.01 |
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $699k | +129% | 10k | 68.16 |
|
| Analog Devices (ADI) | 0.0 | $689k | -3% | 3.5k | 197.79 |
|
| Bruker Corporation (BRKR) | 0.0 | $689k | NEW | 7.3k | 93.94 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $688k | 8.9k | 77.52 |
|
|
| Kimco Realty Corporation (KIM) | 0.0 | $656k | NEW | 33k | 19.61 |
|
| Leidos Holdings (LDOS) | 0.0 | $654k | NEW | 5.0k | 131.09 |
|
| Citigroup Com New (C) | 0.0 | $645k | -86% | 10k | 63.24 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $640k | 42k | 15.21 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $636k | +16% | 4.9k | 129.34 |
|
| Southern Company (SO) | 0.0 | $633k | +2% | 8.8k | 71.74 |
|
| Xerox Holdings Corp Com New (XRX) | 0.0 | $632k | +30% | 35k | 18.15 |
|
| Marathon Digital Holdings In (MARA) | 0.0 | $624k | NEW | 28k | 22.58 |
|
| Roku Com Cl A (ROKU) | 0.0 | $597k | +77% | 9.2k | 65.17 |
|
| 4068594 Enphase Energy (ENPH) | 0.0 | $592k | NEW | 4.9k | 120.98 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $591k | +25% | 2.5k | 235.82 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $584k | 5.3k | 110.52 |
|
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $575k | 8.9k | 64.40 |
|
|
| Synopsys (SNPS) | 0.0 | $572k | +66% | 1.0k | 571.50 |
|
| Vulcan Materials Company (VMC) | 0.0 | $561k | +2% | 2.1k | 272.92 |
|
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $558k | +8% | 43k | 12.93 |
|
| Kraneshares Trust Kfa Mount Lucas (KMLM) | 0.0 | $554k | 19k | 29.89 |
|
|
| Fidelity National Information Services (FIS) | 0.0 | $546k | 7.4k | 74.18 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.0 | $530k | NEW | 12k | 44.21 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $530k | +5% | 1.5k | 347.33 |
|
| Phillips 66 (PSX) | 0.0 | $527k | -95% | 3.2k | 163.36 |
|
| Pioneer Natural Resources (PXD) | 0.0 | $525k | -13% | 2.0k | 262.50 |
|
| Key (KEY) | 0.0 | $524k | -2% | 33k | 15.81 |
|
| Oceaneering International (OII) | 0.0 | $516k | NEW | 22k | 23.40 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $513k | +54% | 22k | 23.01 |
|
| Uipath Cl A (PATH) | 0.0 | $512k | +46% | 23k | 22.67 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $512k | -93% | 10k | 50.69 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $512k | -9% | 12k | 42.13 |
|
| FactSet Research Systems (FDS) | 0.0 | $510k | NEW | 1.1k | 454.39 |
|
| Public Service Enterprise (PEG) | 0.0 | $505k | +15% | 7.6k | 66.78 |
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $502k | NEW | 2.5k | 199.25 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $498k | +4% | 5.1k | 97.53 |
|
| Broadstone Net Lease (BNL) | 0.0 | $496k | NEW | 31k | 15.96 |
|
| Ambarella SHS (AMBA) | 0.0 | $491k | NEW | 9.7k | 50.77 |
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) | 0.0 | $489k | +27% | 17k | 28.07 |
|
| Union Pacific Corporation (UNP) | 0.0 | $487k | -33% | 2.0k | 245.97 |
|
| Servicenow (NOW) | 0.0 | $485k | NEW | 636.00 | 762.40 |
|
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.0 | $479k | -96% | 5.4k | 89.20 |
|
| Twilio Cl A (TWLO) | 0.0 | $478k | +75% | 7.8k | 61.15 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $473k | +50% | 27k | 17.32 |
|
| 3-d Sys Corp Del Com New (DDD) | 0.0 | $463k | NEW | 104k | 4.44 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $460k | -29% | 9.8k | 47.02 |
|
| Shell Spon Ads (SHEL) | 0.0 | $457k | +2% | 6.8k | 67.04 |
|
| Draftkings Com Cl A (DKNG) | 0.0 | $451k | -11% | 9.9k | 45.41 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $451k | -2% | 32k | 14.04 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $450k | -67% | 3.6k | 125.96 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $446k | 7.7k | 58.06 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $434k | -5% | 1.3k | 346.61 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $430k | +92% | 21k | 20.13 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $424k | +41% | 11k | 38.18 |
|
| Prudential Financial (PRU) | 0.0 | $409k | NEW | 3.5k | 117.40 |
|
| Verisign (VRSN) | 0.0 | $408k | NEW | 2.2k | 189.51 |
|
| Sabra Health Care REIT (SBRA) | 0.0 | $404k | -4% | 27k | 14.77 |
|
| Steel Dynamics (STLD) | 0.0 | $400k | -85% | 2.7k | 148.69 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $395k | 9.7k | 40.90 |
|
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $388k | -14% | 4.1k | 95.20 |
|
| Nio Spon Ads (NIO) | 0.0 | $387k | +7% | 86k | 4.50 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $385k | NEW | 400.00 | 962.49 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $385k | +2% | 3.5k | 110.54 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $383k | NEW | 7.1k | 54.24 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $378k | NEW | 18k | 20.82 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $374k | NEW | 4.1k | 91.81 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $374k | 672.00 | 555.79 |
|
|
| Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) | 0.0 | $372k | -23% | 3.9k | 94.89 |
|
| Starwood Property Trust (STWD) | 0.0 | $369k | NEW | 18k | 20.81 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $361k | -21% | 2.7k | 131.70 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $361k | +24% | 8.5k | 42.55 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $359k | 11k | 32.23 |
|
|
| Pacific Biosciences of California (PACB) | 0.0 | $355k | NEW | 95k | 3.75 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $354k | -7% | 1.8k | 191.88 |
|
| First Tr Exchange-traded Ft Vest Ris (RDVI) | 0.0 | $354k | NEW | 15k | 24.48 |
|
| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.0 | $353k | 15k | 23.89 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $348k | 4.0k | 86.47 |
|
|
| Glaukos (GKOS) | 0.0 | $343k | NEW | 3.6k | 94.29 |
|
| Paypal Holdings (PYPL) | 0.0 | $341k | -8% | 5.1k | 66.99 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $333k | +6% | 4.6k | 73.15 |
|
| D.R. Horton (DHI) | 0.0 | $329k | 2.0k | 164.55 |
|
|
| First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 0.0 | $326k | -25% | 13k | 24.60 |
|
| Kroger (KR) | 0.0 | $323k | -6% | 5.7k | 57.13 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $323k | -15% | 4.5k | 72.34 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $318k | -7% | 1.2k | 260.72 |
|
| Automatic Data Processing (ADP) | 0.0 | $318k | -96% | 1.3k | 251.10 |
|
| TJX Companies (TJX) | 0.0 | $317k | 3.1k | 101.42 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $316k | +9% | 2.3k | 136.55 |
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $314k | NEW | 20k | 15.68 |
|
| Ross Stores (ROST) | 0.0 | $312k | 2.1k | 146.76 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $311k | +19% | 6.1k | 51.06 |
|
| Align Technology (ALGN) | 0.0 | $306k | NEW | 933.00 | 327.92 |
|
| Moderna (MRNA) | 0.0 | $302k | 2.8k | 106.56 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $294k | -96% | 2.6k | 114.96 |
|
| Toll Brothers (TOL) | 0.0 | $294k | NEW | 2.3k | 129.40 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $292k | -85% | 2.6k | 110.49 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $290k | NEW | 4.5k | 65.05 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $289k | 4.6k | 62.34 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $288k | 1.2k | 250.04 |
|
|
| EXACT Sciences Corporation (EXAS) | 0.0 | $287k | NEW | 4.2k | 69.06 |
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $287k | NEW | 4.5k | 63.17 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $287k | -19% | 4.0k | 70.88 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $286k | NEW | 9.2k | 31.15 |
|
| Lincoln National Corporation (LNC) | 0.0 | $285k | +3% | 8.9k | 31.93 |
|
| Assurant (AIZ) | 0.0 | $282k | 1.5k | 188.24 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $281k | NEW | 5.6k | 50.45 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $279k | +4% | 1.6k | 179.11 |
|
| Illinois Tool Works (ITW) | 0.0 | $276k | -4% | 1.0k | 269.70 |
|
| Ishares Bitcoin Tr SHS | 0.0 | $272k | NEW | 6.7k | 40.47 |
|
| Micron Technology (MU) | 0.0 | $272k | -39% | 2.3k | 118.00 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $272k | NEW | 5.0k | 54.23 |
|
| Kinsale Cap Group (KNSL) | 0.0 | $266k | NEW | 506.00 | 524.74 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $265k | NEW | 24k | 10.95 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $263k | -10% | 4.0k | 65.66 |
|
| Edwards Lifesciences (EW) | 0.0 | $261k | 2.7k | 95.55 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $261k | -77% | 1.2k | 224.99 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $254k | -92% | 6.2k | 40.71 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $252k | 2.1k | 117.21 |
|
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $251k | NEW | 1.5k | 164.01 |
|
| Expedia Group Com New (EXPE) | 0.0 | $250k | NEW | 1.8k | 137.75 |
|
| Beam Therapeutics (BEAM) | 0.0 | $248k | NEW | 7.5k | 33.04 |
|
| Kkr & Co (KKR) | 0.0 | $248k | 2.5k | 100.60 |
|
|
| Appfolio Com Cl A (APPF) | 0.0 | $247k | NEW | 1.0k | 246.74 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $241k | NEW | 5.1k | 47.46 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $241k | -87% | 4.8k | 50.08 |
|
| Genuine Parts Company (GPC) | 0.0 | $240k | 1.5k | 156.01 |
|
|
| Cooper Cos (COO) | 0.0 | $237k | NEW | 2.3k | 101.46 |
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $234k | NEW | 13k | 18.45 |
|
| Moody's Corporation (MCO) | 0.0 | $234k | NEW | 595.00 | 393.03 |
|
| Universal Corporation (UVV) | 0.0 | $229k | 4.4k | 51.72 |
|
|
| Intellia Therapeutics (NTLA) | 0.0 | $229k | NEW | 8.3k | 27.51 |
|
| Sandy Spring Ban (SASR) | 0.0 | $228k | +22% | 9.8k | 23.18 |
|
| Stryker Corporation (SYK) | 0.0 | $228k | NEW | 635.00 | 358.67 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $227k | NEW | 2.6k | 87.42 |
|
| Northwest Bancshares (NWBI) | 0.0 | $227k | +4% | 19k | 11.65 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $223k | 2.0k | 114.14 |
|
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.0 | $220k | NEW | 4.1k | 53.71 |
|
| Leggett & Platt (LEG) | 0.0 | $220k | NEW | 11k | 19.61 |
|
| Hldgs (UAL) | 0.0 | $219k | NEW | 4.6k | 47.88 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.0 | $219k | -90% | 4.3k | 51.36 |
|
| BioMarin Pharmaceutical (BMRN) | 0.0 | $218k | +10% | 2.5k | 87.34 |
|
| Copart (CPRT) | 0.0 | $218k | NEW | 3.8k | 57.92 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $216k | -6% | 2.9k | 74.81 |
|
| Pacific Premier Ban (PPBI) | 0.0 | $216k | 9.0k | 24.00 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $214k | NEW | 2.3k | 91.25 |
|
| Teladoc (TDOC) | 0.0 | $212k | -7% | 14k | 15.10 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $212k | NEW | 2.3k | 92.72 |
|
| Cogent Communications Hldgs Com New (CCOI) | 0.0 | $211k | -6% | 3.2k | 66.30 |
|
| Axon Enterprise (AXON) | 0.0 | $209k | NEW | 668.00 | 312.88 |
|
| Kennedy-Wilson Holdings (KW) | 0.0 | $208k | NEW | 24k | 8.82 |
|
| MercadoLibre (MELI) | 0.0 | $207k | 137.00 | 1511.96 |
|
|
| Nu Skin Enterprises Cl A (NUS) | 0.0 | $207k | NEW | 15k | 13.83 |
|
| Anthem (ELV) | 0.0 | $204k | NEW | 394.00 | 518.54 |
|
| Paycom Software (PAYC) | 0.0 | $203k | NEW | 1.0k | 199.01 |
|
| Arbor Realty Trust (ABR) | 0.0 | $187k | NEW | 14k | 13.25 |
|
| Barrick Gold Corp (GOLD) | 0.0 | $169k | NEW | 10k | 16.64 |
|
| Coherus Biosciences (CHRS) | 0.0 | $165k | 69k | 2.39 |
|
|
| Immunitybio (IBRX) | 0.0 | $141k | 26k | 5.37 |
|
|
| First Fndtn (FFWM) | 0.0 | $123k | 16k | 7.55 |
|
|
| Calamos Conv & High Income F Com Shs (CHY) | 0.0 | $118k | NEW | 10k | 11.81 |
|
| Blackrock Tcp Cap Corp (TCPC) | 0.0 | $104k | NEW | 10k | 10.43 |
|
| Pennymac Corp Note 5.500% 3/1 | 0.0 | $71k | NEW | 75k | 0.95 |
|
| Genelux Corporation (GNLX) | 0.0 | $70k | 11k | 6.43 |
|
|
| Hertz Global Hldgs *w Exp 06/30/205 (HTZWW) | 0.0 | $67k | 15k | 4.44 |
|
|
| Kandi Technolgies (KNDI) | 0.0 | $21k | 10k | 2.12 |
|
Past Filings by SteelPeak Wealth
SEC 13F filings are viewable for SteelPeak Wealth going back to 2019
- 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
- Steel Peak Wealth Management 2020 Q3 filed Oct. 26, 2020
- Steel Peak Wealth Management 2020 Q2 filed July 21, 2020