
Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
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$174,263 | ||
AAPL | 895,700 | +122,057 | $173,739 |
Call | 2,700 | +2,700 | $524 |
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141,089 | +385 | $62,885 |
IVV | 141,089 | +385 | $62,885 |
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$54,072 | ||
AMZN | 411,893 | -29,533 | $53,694 |
Call | 2,900 | +2,900 | $378 |
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1,157,990 | +12,560 | $52,654 |
IUSB | 1,157,990 | +12,560 | $52,654 |
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$51,504 | ||
TSLA | 184,655 | +40,955 | $48,337 |
Call | 12,100 | +900 | $3,167 |
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$49,674 | ||
MSFT | 143,668 | +35,970 | $48,925 |
Call | 2,200 | +1,300 | $749 |
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$45,137 | ||
SPY | 99,335 | +15,252 | $44,073 |
Call | 2,400 | +2,200 | $1,064 |
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$41,683 | ||
GOOGL | 345,931 | +51,172 | $41,408 |
Call | 2,300 | +2,300 | $275 |
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$33,958 | ||
QQQ | 88,983 | +32,231 | $32,887 |
Call | 2,900 | +900 | $1,071 |
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$33,612 | ||
META | 105,823 | +28,530 | $30,369 |
Call | 11,300 | +9,900 | $3,243 |
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$33,569 | ||
NVDA | 78,956 | -25,087 | $33,400 |
Call | 1,000 | UNCH | $423 |
Put | 600 | UNCH | $254 |
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517,108 | -77,798 | $26,755 |
CSCO | 517,108 | -77,798 | $26,755 |
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$24,439 | ||
CRM | 114,980 | -8,496 | $24,291 |
Call | 700 | +700 | $148 |
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716,932 | +223,710 | $23,974 |
INTC | 716,932 | +223,710 | $23,974 |
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177,502 | +1,503 | $23,940 |
QUAL | 177,502 | +1,503 | $23,940 |
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$23,087 | ||
DIA | 66,807 | +38,067 | $22,984 |
Call | 300 | +300 | $103 |
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153,722 | +15,577 | $22,357 |
JPM | 153,722 | +12,977 | $22,357 |
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$21,194 | ||
AMD | 184,864 | +105,417 | $21,058 |
Call | 1,900 | +1,900 | $216 |
Put | 700 | +700 | $80 |
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$20,153 | ||
AVGO | 23,033 | -6,865 | $19,980 |
Call | 200 | +200 | $173 |
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206,515 | +320 | $19,704 |
EFG | 206,515 | +320 | $19,704 |
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203,521 | +170 | $18,981 |
MBB | 203,521 | +170 | $18,981 |
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$18,559 | ||
AMGN | 82,590 | -22,685 | $18,337 |
Call | 1,000 | +1,000 | $222 |
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$17,464 | ||
NFLX | 39,247 | -11,776 | $17,288 |
Call | 400 | +400 | $176 |
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731,997 | +6,239 | $16,763 |
GOVT | 731,997 | +6,239 | $16,763 |
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$16,101 | ||
QCOM | 134,857 | +50,237 | $16,053 |
Call | 400 | +400 | $48 |
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489,662 | +165,227 | $15,473 |
AMEH | 489,662 | +165,227 | $15,473 |
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414,334 | +22,223 | $15,409 |
VZ | 414,334 | +22,223 | $15,409 |
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47,575 | +6,348 | $15,345 |
GS | 47,575 | +6,348 | $15,345 |
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80,766 | +7,378 | $14,540 |
TXN | 80,766 | +7,378 | $14,540 |
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266,567 | +35,925 | $14,197 |
DOW | 266,567 | +35,925 | $14,197 |
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91,911 | -8,935 | $13,947 |
PG | 91,911 | -8,935 | $13,947 |
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92,930 | -9,252 | $13,432 |
AMAT | 92,930 | -9,252 | $13,432 |
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115,274 | -15,407 | $13,384 |
MRK | 115,274 | -15,407 | $13,384 |
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262,127 | +15,319 | $12,920 |
IEMG | 262,127 | +15,319 | $12,920 |
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81,221 | -12,495 | $12,780 |
CVX | 81,221 | -12,495 | $12,780 |
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31,141 | +25,860 | $12,732 |
VOO | 31,141 | +25,860 | $12,732 |
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127,085 | +32,646 | $12,720 |
MMM | 127,085 | +32,646 | $12,720 |
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258,596 | -287 | $12,656 |
EFV | 258,596 | -287 | $12,656 |
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39,954 | +27,091 | $12,411 |
HD | 39,954 | +27,091 | $12,411 |
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194,018 | -35,008 | $11,772 |
KO | 194,018 | -35,008 | $11,772 |
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119,151 | -595 | $11,612 |
ESGU | 119,151 | -595 | $11,612 |
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22,523 | -12,318 | $11,014 |
ADBE | 22,523 | -12,318 | $11,014 |
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$10,642 | ||
IWM | 54,826 | -7,227 | $10,267 |
Call | 2,000 | +2,000 | $375 |
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93,858 | -151 | $10,218 |
IYW | 93,858 | -151 | $10,218 |
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22,134 | +633 | $10,142 |
INTU | 22,134 | +633 | $10,142 |
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$9,914 | ||
GOOG | 81,151 | +3,883 | $9,817 |
Call | 800 | +800 | $97 |
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162,962 | -80,130 | $9,742 |
MRVL | 162,962 | -80,130 | $9,742 |
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31,855 | +26,657 | $9,506 |
MCD | 31,855 | +26,657 | $9,506 |
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21,567 | +21,567 | $8,473 |
IGM | 21,567 | +21,567 | $8,473 |
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114,755 | -5,984 | $8,320 |
EFA | 114,755 | -5,984 | $8,320 |
See Full List: All Stocks Held By Steel Peak Wealth Management LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Steel Peak Wealth Management LLC
![]() At 06/30/2023: $1,686,914 At 03/31/2023: $1,473,803 Steel Peak Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Steel Peak Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |