HoldingsChannel.com
Steel Peak Wealth Management LLC Top Holdings
As of  06/30/2023, below is a summary of the Steel Peak Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Steel Peak Wealth Management LLC. In the Steel Peak Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Steel Peak Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Steel Peak Wealth Management LLC top holding position size for that row.

   EntityAmountChange
 03/31/2023 to 06/30/2023
Position Size
($ in 1000's)
APPLE INC      $174,263
     AAPL895,700+122,057$173,739
     Call2,700+2,700$524
ISHARES TR (IVV) 141,089 +385 $62,885
     IVV141,089+385$62,885
AMAZON COM INC      $54,072
     AMZN411,893-29,533$53,694
     Call2,900+2,900$378
ISHARES TR (IUSB) 1,157,990 +12,560 $52,654
     IUSB1,157,990+12,560$52,654
TESLA INC      $51,504
     TSLA184,655+40,955$48,337
     Call12,100+900$3,167
MICROSOFT CORP      $49,674
     MSFT143,668+35,970$48,925
     Call2,200+1,300$749
SPDR S&P 500 ETF TR (SPY)      $45,137
     SPY99,335+15,252$44,073
     Call2,400+2,200$1,064
ALPHABET INC      $41,683
     GOOGL345,931+51,172$41,408
     Call2,300+2,300$275
INVESCO QQQ TR      $33,958
     QQQ88,983+32,231$32,887
     Call2,900+900$1,071
META PLATFORMS INC      $33,612
     META105,823+28,530$30,369
     Call11,300+9,900$3,243
NVIDIA CORPORATION      $33,569
     NVDA78,956-25,087$33,400
     Call1,000UNCH$423
     Put600UNCH$254
CISCO SYS INC 517,108 -77,798 $26,755
     CSCO517,108-77,798$26,755
SALESFORCE INC      $24,439
     CRM114,980-8,496$24,291
     Call700+700$148
INTEL CORP 716,932 +223,710 $23,974
     INTC716,932+223,710$23,974
ISHARES TR (QUAL) 177,502 +1,503 $23,940
     QUAL177,502+1,503$23,940
SPDR DOW JONES INDL AVERAGE (DIA)      $23,087
     DIA66,807+38,067$22,984
     Call300+300$103
JPMORGAN CHASE & CO 153,722 +15,577 $22,357
     JPM153,722+12,977$22,357
ADVANCED MICRO DEVICES INC      $21,194
     AMD184,864+105,417$21,058
     Call1,900+1,900$216
     Put700+700$80
BROADCOM INC      $20,153
     AVGO23,033-6,865$19,980
     Call200+200$173
ISHARES TR (EFG) 206,515 +320 $19,704
     EFG206,515+320$19,704
ISHARES TR (MBB) 203,521 +170 $18,981
     MBB203,521+170$18,981
AMGEN INC      $18,559
     AMGN82,590-22,685$18,337
     Call1,000+1,000$222
NETFLIX INC      $17,464
     NFLX39,247-11,776$17,288
     Call400+400$176
ISHARES TR (GOVT) 731,997 +6,239 $16,763
     GOVT731,997+6,239$16,763
QUALCOMM INC      $16,101
     QCOM134,857+50,237$16,053
     Call400+400$48
APOLLO MED HLDGS INC 489,662 +165,227 $15,473
     AMEH489,662+165,227$15,473
VERIZON COMMUNICATIONS INC 414,334 +22,223 $15,409
     VZ414,334+22,223$15,409
GOLDMAN SACHS GROUP INC 47,575 +6,348 $15,345
     GS47,575+6,348$15,345
TEXAS INSTRS INC 80,766 +7,378 $14,540
     TXN80,766+7,378$14,540
DOW INC 266,567 +35,925 $14,197
     DOW266,567+35,925$14,197
PROCTER AND GAMBLE CO 91,911 -8,935 $13,947
     PG91,911-8,935$13,947
APPLIED MATLS INC 92,930 -9,252 $13,432
     AMAT92,930-9,252$13,432
MERCK & CO INC 115,274 -15,407 $13,384
     MRK115,274-15,407$13,384
ISHARES INC (IEMG) 262,127 +15,319 $12,920
     IEMG262,127+15,319$12,920
CHEVRON CORP NEW 81,221 -12,495 $12,780
     CVX81,221-12,495$12,780
VANGUARD INDEX FDS (VOO) 31,141 +25,860 $12,732
     VOO31,141+25,860$12,732
3M CO 127,085 +32,646 $12,720
     MMM127,085+32,646$12,720
ISHARES TR (EFV) 258,596 -287 $12,656
     EFV258,596-287$12,656
HOME DEPOT INC 39,954 +27,091 $12,411
     HD39,954+27,091$12,411
COCA COLA CO 194,018 -35,008 $11,772
     KO194,018-35,008$11,772
ISHARES TR (ESGU) 119,151 -595 $11,612
     ESGU119,151-595$11,612
ADOBE SYSTEMS INCORPORATED 22,523 -12,318 $11,014
     ADBE22,523-12,318$11,014
ISHARES TR (IWM)      $10,642
     IWM54,826-7,227$10,267
     Call2,000+2,000$375
ISHARES TR (IYW) 93,858 -151 $10,218
     IYW93,858-151$10,218
INTUIT 22,134 +633 $10,142
     INTU22,134+633$10,142
ALPHABET INC      $9,914
     GOOG81,151+3,883$9,817
     Call800+800$97
MARVELL TECHNOLOGY INC 162,962 -80,130 $9,742
     MRVL162,962-80,130$9,742
MCDONALDS CORP 31,855 +26,657 $9,506
     MCD31,855+26,657$9,506
ISHARES TR (IGM) 21,567 +21,567 $8,473
     IGM21,567+21,567$8,473
ISHARES TR (EFA) 114,755 -5,984 $8,320
     EFA114,755-5,984$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

Size ($ in 1000's)
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

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

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