
Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
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$130,888 | ||
AAPL | 952,247 | -93,119 | $130,191 |
Call | 5,100 | -245,700 | $697 |
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145,917 | -22,471 | $55,324 |
IVV | 145,917 | -22,471 | $55,324 |
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$54,363 | ||
AMZN | 511,542 | +490,828 | $54,331 |
Call | 300 | -200 | $32 |
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$38,032 | ||
TSLA | 55,675 | +7,489 | $37,493 |
Call | 800 | -38,300 | $539 |
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17,439 | +1,056 | $38,004 |
GOOGL | 17,439 | +2,356 | $38,004 |
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765,046 | +16,145 | $35,819 |
IUSB | 765,046 | +16,145 | $35,819 |
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403,046 | -5,914 | $33,816 |
ESGU | 403,046 | -5,914 | $33,816 |
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86,645 | +12,479 | $32,823 |
SPY | 86,645 | +12,479 | $32,823 |
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$32,157 | ||
MSFT | 123,706 | -2,440 | $31,772 |
Call | 1,500 | -13,800 | $385 |
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107,109 | +3,582 | $26,060 |
AMGN | 107,109 | +3,582 | $26,060 |
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685,948 | +152,059 | $25,661 |
INTC | 685,948 | +152,459 | $25,661 |
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587,879 | +43,773 | $25,067 |
CSCO | 587,879 | +43,773 | $25,067 |
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983,343 | -22,950 | $23,502 |
GOVT | 983,343 | -22,950 | $23,502 |
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124,047 | +98,895 | $20,473 |
CRM | 124,047 | +98,895 | $20,473 |
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$16,809 | ||
NVDA | 109,852 | -3,492 | $16,657 |
Call | 1,000 | -11,400 | $152 |
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58,852 | -3,095 | $16,527 |
QQQ | 58,852 | -2,795 | $16,527 |
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368,381 | +9,205 | $15,988 |
EFV | 368,381 | +9,205 | $15,988 |
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93,477 | -18,765 | $15,073 |
FB | 93,477 | +16,435 | $15,073 |
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97,302 | +55,521 | $14,950 |
TXN | 97,302 | +55,521 | $14,950 |
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292,011 | +25,083 | $14,820 |
VZ | 292,011 | +25,083 | $14,820 |
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29,279 | -9,392 | $14,224 |
AVGO | 29,279 | -9,392 | $14,224 |
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125,472 | +82,342 | $14,129 |
JPM | 125,472 | +82,342 | $14,129 |
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77,837 | +13,257 | $13,817 |
JNJ | 77,837 | +13,257 | $13,817 |
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175,263 | -36,480 | $13,402 |
AMD | 175,263 | -36,180 | $13,402 |
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99,495 | -53,422 | $12,710 |
QCOM | 99,495 | -50,922 | $12,710 |
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89,301 | +8,993 | $12,608 |
IBM | 89,301 | +8,993 | $12,608 |
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83,900 | +1,377 | $12,147 |
CVX | 83,900 | +1,377 | $12,147 |
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190,894 | -1,077 | $12,093 |
KO | 190,894 | -1,077 | $12,093 |
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24,825 | +3,507 | $11,898 |
COST | 24,825 | +3,507 | $11,898 |
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37,938 | +31,092 | $11,268 |
GS | 37,938 | +31,092 | $11,268 |
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120,611 | -7,089 | $11,075 |
MRK | 120,611 | -7,089 | $11,075 |
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94,553 | +30,456 | $10,771 |
TIP | 94,553 | +30,456 | $10,771 |
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27,220 | +10,435 | $10,492 |
INTU | 27,220 | +10,435 | $10,492 |
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194,206 | +7,281 | $10,023 |
DOW | 194,206 | +7,281 | $10,023 |
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58,427 | +4,662 | $9,895 |
IWM | 58,427 | +4,662 | $9,895 |
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107,967 | +7,228 | $9,823 |
AMAT | 107,967 | +7,228 | $9,823 |
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57,692 | +1,189 | $9,757 |
TRV | 57,692 | +1,189 | $9,757 |
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74,987 | +5,626 | $9,704 |
MMM | 74,987 | +5,626 | $9,704 |
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70,498 | +25,512 | $9,485 |
TMUS | 70,498 | +25,512 | $9,485 |
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52,721 | +16,254 | $9,424 |
CAT | 52,721 | +16,254 | $9,424 |
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$9,083 | ||
MRVL | 208,450 | -29,088 | $9,074 |
Call | 200 | +200 | $9 |
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145,126 | +140,860 | $9,061 |
MDLZ | 145,126 | +140,860 | $9,061 |
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24,135 | +2,045 | $8,835 |
ADBE | 24,135 | +2,145 | $8,835 |
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222,500 | +20,000 | $8,586 |
AMEH | 222,500 | +20,000 | $8,586 |
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222,859 | +6,784 | $8,446 |
WBA | 222,859 | +6,784 | $8,446 |
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104,285 | +1,639 | $8,394 |
EFG | 104,285 | +1,639 | $8,394 |
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149,596 | +145,317 | $8,292 |
EEMV | 149,596 | +145,317 | $8,292 |
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46,272 | +13,911 | $8,092 |
NFLX | 46,272 | +15,011 | $8,092 |
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48,016 | -1,392 | $8,002 |
PEP | 48,016 | -1,392 | $8,002 |
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25,595 | +4,803 | $7,896 |
DIA | 25,595 | +4,803 | $7,896 |
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 06/30/2022: $1,391,458 At 03/31/2022: $1,766,939 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 |