HoldingsChannel.com
Steel Peak Wealth Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
APPLE INC 173,674 +173,674 $50,999
     AAPL173,674+173,674$50,999
ISHARES TR (IVV) 138,179 +138,179 $44,665
     IVV138,179+138,179$44,665
ISHARES TR (GOVT) 1,355,957 +1,355,957 $35,174
     GOVT1,355,957+1,355,957$35,174
STAMPS COM INC 304,827 +304,827 $25,459
     STMP304,827+304,827$25,459
SPDR S&P 500 ETF TR (SPY) 59,272 +59,272 $19,077
     SPY59,272+59,272$19,077
AMAZON COM INC 10,255 +10,255 $18,950
     AMZN10,255+10,255$18,950
SCHWAB STRATEGIC TR 502,285 +502,285 $16,892
     SCHF502,285+502,285$16,892
MICROSOFT CORP 93,153 +93,153 $14,690
     MSFT93,153+93,153$14,690
ISHARES TR (USMV) 198,689 +198,689 $13,034
     USMV198,689+198,689$13,034
SCHWAB STRATEGIC TR 237,077 +237,077 $13,023
     SCHR237,077+237,077$13,023
ISHARES TR (MBB) 120,125 +120,125 $12,981
     MBB120,125+120,125$12,981
ISHARES TR (ITOT) 171,244 +171,244 $12,448
     ITOT171,244+171,244$12,448
SCHWAB STRATEGIC TR 387,453 +387,453 $10,605
     SCHE387,453+387,453$10,605
INVESCO QQQ TR 48,065 +48,065 $10,219
     QQQ48,065+48,065$10,219
JPMORGAN CHASE & CO 68,073 +68,073 $9,489
     JPM68,073+68,073$9,489
ISHARES US ETF TR (NEAR) 182,837 +182,837 $9,188
     NEAR182,837+182,837$9,188
FACEBOOK INC 44,332 +44,332 $9,099
     FB44,332+44,332$9,099
AMGEN INC 36,084 +36,084 $8,699
     AMGN36,084+36,084$8,699
CISCO SYS INC 161,266 +161,266 $7,734
     CSCO161,266+161,266$7,734
ISHARES TR (EFA) 109,767 +109,767 $7,622
     EFA109,767+109,767$7,622
ISHARES TR (IXN) 35,935 +35,935 $7,564
     IXN35,935+35,935$7,564
ISHARES TR (IWM) 45,488 +45,488 $7,536
     IWM45,488+45,488$7,536
BOEING CO 22,605 +22,605 $7,364
     BA22,605+22,605$7,364
CHEVRON CORP NEW 61,027 +61,027 $7,354
     CVX61,027+61,027$7,354
ISHARES TR (QUAL) 68,081 +68,081 $6,876
     QUAL68,081+68,081$6,876
NETFLIX INC      $6,872
     NFLX21,138+21,138$6,840
     Call10,000+10,000$32
VERIZON COMMUNICATIONS INC 111,445 +111,445 $6,843
     VZ111,445+111,445$6,843
PROCTER & GAMBLE CO 53,109 +53,109 $6,633
     PG53,109+53,109$6,633
ALPHABET INC 4,898 +4,898 $6,560
     GOOGL4,898+4,898$6,560
HOME DEPOT INC 28,662 +28,662 $6,259
     HD28,662+28,662$6,259
EXXON MOBIL CORP 87,301 +87,301 $6,092
     XOM87,301+87,301$6,092
CATERPILLAR INC DEL 40,812 +40,812 $6,027
     CAT40,812+40,812$6,027
ISHARES TR (EEM) 133,647 +133,647 $5,997
     EEM133,647+133,647$5,997
COCA COLA CO 105,828 +105,828 $5,858
     KO105,828+105,828$5,858
STARBUCKS CORP 66,453 +66,453 $5,843
     SBUX66,453+66,453$5,843
COSTCO WHSL CORP NEW 19,040 +19,040 $5,596
     COST19,040+19,040$5,596
INTERNATIONAL BUSINESS MACHS 41,357 +41,357 $5,544
     IBM41,357+41,357$5,544
MERCK & CO INC 58,725 +58,725 $5,341
     MRK58,725+58,725$5,341
PFIZER INC 135,226 +135,226 $5,298
     PFE135,226+135,226$5,298
DISNEY WALT CO 36,039 +36,039 $5,212
     DIS36,039+36,039$5,212
GOLDMAN SACHS GROUP INC 22,171 +22,171 $5,098
     GS22,171+22,171$5,098
DOW INC 92,361 +92,361 $5,055
     DOW92,361+92,361$5,055
ISHARES TR (HYG) 56,478 +56,478 $4,967
     HYG56,478+56,478$4,967
SPDR DOW JONES INDL AVRG ETF (DIA) 16,122 +16,122 $4,596
     DIA16,122+16,122$4,596
3M CO 24,930 +24,930 $4,398
     MMM24,930+24,930$4,398
QUALCOMM INC      $4,352
     QCOM51,321+51,321$4,528
     Put200,000+200,000$176
AT&T INC 110,415 +110,415 $4,315
     T110,415+110,415$4,315
ISHARES TR (FLOT) 84,370 +84,370 $4,296
     FLOT84,370+84,370$4,296
NIKE INC 41,575 +41,575 $4,212
     NKE41,575+41,575$4,212
WALGREENS BOOTS ALLIANCE INC 71,241 +71,241 $4,200
     WBA71,241+71,241$4,200

See Full List: All Stocks Held By Steel Peak Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits

See Details: Top 10 Stocks Held By Steel Peak Wealth Management LLC

Size ($ in 1000's)
At 12/31/2019: $725,619
At 09/30/2019: $0

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

Steel Peak Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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