HoldingsChannel.com
| Entity | Amount | Change
09/30/2019 to 12/31/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
173,674 | +173,674 | $50,999 |
| AAPL | 173,674 | +173,674 | $50,999 |
| ISHARES TR (IVV) |
138,179 | +138,179 | $44,665 |
| IVV | 138,179 | +138,179 | $44,665 |
| ISHARES TR (GOVT) |
1,355,957 | +1,355,957 | $35,174 |
| GOVT | 1,355,957 | +1,355,957 | $35,174 |
| STAMPS COM INC |
304,827 | +304,827 | $25,459 |
| STMP | 304,827 | +304,827 | $25,459 |
| SPDR S&P 500 ETF TR (SPY) |
59,272 | +59,272 | $19,077 |
| SPY | 59,272 | +59,272 | $19,077 |
| AMAZON COM INC |
10,255 | +10,255 | $18,950 |
| AMZN | 10,255 | +10,255 | $18,950 |
| SCHWAB STRATEGIC TR |
502,285 | +502,285 | $16,892 |
| SCHF | 502,285 | +502,285 | $16,892 |
| MICROSOFT CORP |
93,153 | +93,153 | $14,690 |
| MSFT | 93,153 | +93,153 | $14,690 |
| ISHARES TR (USMV) |
198,689 | +198,689 | $13,034 |
| USMV | 198,689 | +198,689 | $13,034 |
| SCHWAB STRATEGIC TR |
237,077 | +237,077 | $13,023 |
| SCHR | 237,077 | +237,077 | $13,023 |
| ISHARES TR (MBB) |
120,125 | +120,125 | $12,981 |
| MBB | 120,125 | +120,125 | $12,981 |
| ISHARES TR (ITOT) |
171,244 | +171,244 | $12,448 |
| ITOT | 171,244 | +171,244 | $12,448 |
| SCHWAB STRATEGIC TR |
387,453 | +387,453 | $10,605 |
| SCHE | 387,453 | +387,453 | $10,605 |
| INVESCO QQQ TR |
48,065 | +48,065 | $10,219 |
| QQQ | 48,065 | +48,065 | $10,219 |
| JPMORGAN CHASE & CO |
68,073 | +68,073 | $9,489 |
| JPM | 68,073 | +68,073 | $9,489 |
| ISHARES US ETF TR (NEAR) |
182,837 | +182,837 | $9,188 |
| NEAR | 182,837 | +182,837 | $9,188 |
| FACEBOOK INC |
44,332 | +44,332 | $9,099 |
| FB | 44,332 | +44,332 | $9,099 |
| AMGEN INC |
36,084 | +36,084 | $8,699 |
| AMGN | 36,084 | +36,084 | $8,699 |
| CISCO SYS INC |
161,266 | +161,266 | $7,734 |
| CSCO | 161,266 | +161,266 | $7,734 |
| ISHARES TR (EFA) |
109,767 | +109,767 | $7,622 |
| EFA | 109,767 | +109,767 | $7,622 |
| ISHARES TR (IXN) |
35,935 | +35,935 | $7,564 |
| IXN | 35,935 | +35,935 | $7,564 |
| ISHARES TR (IWM) |
45,488 | +45,488 | $7,536 |
| IWM | 45,488 | +45,488 | $7,536 |
| BOEING CO |
22,605 | +22,605 | $7,364 |
| BA | 22,605 | +22,605 | $7,364 |
| CHEVRON CORP NEW |
61,027 | +61,027 | $7,354 |
| CVX | 61,027 | +61,027 | $7,354 |
| ISHARES TR (QUAL) |
68,081 | +68,081 | $6,876 |
| QUAL | 68,081 | +68,081 | $6,876 |
 NETFLIX INC |
$6,872 | ||
| NFLX | 21,138 | +21,138 | $6,840 |
| Call | 10,000 | +10,000 | $32 |
| VERIZON COMMUNICATIONS INC |
111,445 | +111,445 | $6,843 |
| VZ | 111,445 | +111,445 | $6,843 |
| PROCTER & GAMBLE CO |
53,109 | +53,109 | $6,633 |
| PG | 53,109 | +53,109 | $6,633 |
| ALPHABET INC |
4,898 | +4,898 | $6,560 |
| GOOGL | 4,898 | +4,898 | $6,560 |
| HOME DEPOT INC |
28,662 | +28,662 | $6,259 |
| HD | 28,662 | +28,662 | $6,259 |
| EXXON MOBIL CORP |
87,301 | +87,301 | $6,092 |
| XOM | 87,301 | +87,301 | $6,092 |
| CATERPILLAR INC DEL |
40,812 | +40,812 | $6,027 |
| CAT | 40,812 | +40,812 | $6,027 |
| ISHARES TR (EEM) |
133,647 | +133,647 | $5,997 |
| EEM | 133,647 | +133,647 | $5,997 |
| COCA COLA CO |
105,828 | +105,828 | $5,858 |
| KO | 105,828 | +105,828 | $5,858 |
| STARBUCKS CORP |
66,453 | +66,453 | $5,843 |
| SBUX | 66,453 | +66,453 | $5,843 |
| COSTCO WHSL CORP NEW |
19,040 | +19,040 | $5,596 |
| COST | 19,040 | +19,040 | $5,596 |
| INTERNATIONAL BUSINESS MACHS |
41,357 | +41,357 | $5,544 |
| IBM | 41,357 | +41,357 | $5,544 |
| MERCK & CO INC |
58,725 | +58,725 | $5,341 |
| MRK | 58,725 | +58,725 | $5,341 |
| PFIZER INC |
135,226 | +135,226 | $5,298 |
| PFE | 135,226 | +135,226 | $5,298 |
| DISNEY WALT CO |
36,039 | +36,039 | $5,212 |
| DIS | 36,039 | +36,039 | $5,212 |
| GOLDMAN SACHS GROUP INC |
22,171 | +22,171 | $5,098 |
| GS | 22,171 | +22,171 | $5,098 |
| DOW INC |
92,361 | +92,361 | $5,055 |
| DOW | 92,361 | +92,361 | $5,055 |
| ISHARES TR (HYG) |
56,478 | +56,478 | $4,967 |
| HYG | 56,478 | +56,478 | $4,967 |
| SPDR DOW JONES INDL AVRG ETF (DIA) |
16,122 | +16,122 | $4,596 |
| DIA | 16,122 | +16,122 | $4,596 |
| 3M CO |
24,930 | +24,930 | $4,398 |
| MMM | 24,930 | +24,930 | $4,398 |
| QUALCOMM INC |
$4,352 | ||
| QCOM | 51,321 | +51,321 | $4,528 |
| Put | 200,000 | +200,000 | $176 |
| AT&T INC |
110,415 | +110,415 | $4,315 |
| T | 110,415 | +110,415 | $4,315 |
| ISHARES TR (FLOT) |
84,370 | +84,370 | $4,296 |
| FLOT | 84,370 | +84,370 | $4,296 |
| NIKE INC |
41,575 | +41,575 | $4,212 |
| NKE | 41,575 | +41,575 | $4,212 |
| WALGREENS BOOTS ALLIANCE INC |
71,241 | +71,241 | $4,200 |
| WBA | 71,241 | +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 |
