HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 STAMPS COM INC |
304,827 | UNCH | $39,652 |
| STMP | 304,827 | UNCH | $39,652 |
 APPLE INC |
$39,437 | ||
| AAPL | 155,184 | -18,490 | $39,462 |
| Put | 100 | +100 | $25 |
| ISHARES TR (GOVT) |
1,342,201 | -13,756 | $37,595 |
| GOVT | 1,342,201 | -13,756 | $37,595 |
| ISHARES TR (IVV) |
127,648 | -10,531 | $32,984 |
| IVV | 127,648 | -10,531 | $32,984 |
| AMAZON COM INC |
11,783 | +1,528 | $22,974 |
| AMZN | 11,783 | +1,528 | $22,974 |
| MICROSOFT CORP |
$14,948 | ||
| MSFT | 94,577 | +1,424 | $14,916 |
| Call | 200 | +200 | $32 |
| SPDR S&P 500 ETF TR (SPY) |
$13,643 | ||
| SPY | 56,730 | -2,542 | $14,622 |
| Put | 4,000 | +4,000 | $1,031 |
| Call | 200 | +200 | $52 |
| ISHARES TR (IGIB) |
227,683 | +227,683 | $12,504 |
| IGIB | 227,683 | +227,683 | $12,504 |
| ISHARES TR (IEFA) |
234,642 | +234,642 | $11,706 |
| IEFA | 234,642 | +234,642 | $11,706 |
| FACEBOOK INC |
68,799 | +24,467 | $11,476 |
| FB | 68,799 | +24,467 | $11,476 |
| ISHARES TR (MBB) |
88,845 | -31,280 | $9,812 |
| MBB | 88,845 | -31,280 | $9,812 |
| ISHARES U S ETF TR (NEAR) |
194,347 | +11,510 | $9,424 |
| NEAR | 194,347 | +11,510 | $9,424 |
| NETFLIX INC |
23,906 | -7,232 | $8,977 |
| NFLX | 23,906 | +2,768 | $8,977 |
| AMGEN INC |
43,995 | +7,911 | $8,919 |
| AMGN | 43,995 | +7,911 | $8,919 |
| ISHARES TR (ESGU) |
146,958 | +146,958 | $8,449 |
| ESGU | 146,958 | +146,958 | $8,449 |
| ISHARES TR (QUAL) |
101,413 | +33,332 | $8,219 |
| QUAL | 101,413 | +33,332 | $8,219 |
| ISHARES TR (SHYG) |
183,263 | +183,263 | $7,490 |
| SHYG | 183,263 | +183,263 | $7,490 |
| JPMORGAN CHASE & CO |
$7,443 | ||
| JPM | 82,568 | +14,495 | $7,434 |
| Call | 100 | +100 | $9 |
| NVIDIA CORP |
28,113 | +11,521 | $7,411 |
| NVDA | 28,113 | +11,521 | $7,411 |
| ALPHABET INC |
6,159 | +1,261 | $7,156 |
| GOOGL | 6,159 | +1,261 | $7,156 |
| INTEL CORP |
130,243 | +66,665 | $7,049 |
| INTC | 130,243 | +66,665 | $7,049 |
| COSTCO WHSL CORP NEW |
23,696 | +4,656 | $6,756 |
| COST | 23,696 | +4,656 | $6,756 |
| CHEVRON CORP NEW |
88,979 | +27,952 | $6,447 |
| CVX | 88,979 | +27,952 | $6,447 |
| CISCO SYS INC |
158,878 | -2,388 | $6,245 |
| CSCO | 158,878 | -2,388 | $6,245 |
| STARBUCKS CORP |
94,340 | +27,887 | $6,202 |
| SBUX | 94,340 | +27,887 | $6,202 |
| VERIZON COMMUNICATIONS INC |
109,555 | -1,890 | $5,886 |
| VZ | 109,555 | -1,890 | $5,886 |
| DISNEY WALT CO |
60,265 | +24,226 | $5,822 |
| DIS | 60,265 | +24,226 | $5,822 |
| ISHARES TR (USMV) |
106,912 | -91,777 | $5,774 |
| USMV | 106,912 | -91,777 | $5,774 |
| PROCTER & GAMBLE CO |
50,110 | -2,999 | $5,512 |
| PG | 50,110 | -2,999 | $5,512 |
| ISHARES INC (ESGE) |
196,075 | +196,075 | $5,367 |
| ESGE | 196,075 | +196,075 | $5,367 |
| ISHARES TR (EFA) |
99,410 | -10,357 | $5,314 |
| EFA | 99,410 | -10,357 | $5,314 |
| CATERPILLAR INC DEL |
43,815 | +3,003 | $5,084 |
| CAT | 43,815 | +3,003 | $5,084 |
| NIKE INC |
59,901 | +18,326 | $4,956 |
| NKE | 59,901 | +18,326 | $4,956 |
| HOME DEPOT INC |
26,351 | -2,311 | $4,920 |
| HD | 26,351 | -2,311 | $4,920 |
| ISHARES TR (IWM) |
42,029 | -3,459 | $4,811 |
| IWM | 42,029 | -3,459 | $4,811 |
| INTERNATIONAL BUSINESS MACHS |
$4,744 | ||
| IBM | 41,762 | +405 | $4,633 |
| Call | 1,000 | +1,000 | $111 |
| ISHARES TR (IXN) |
25,716 | -10,219 | $4,690 |
| IXN | 25,716 | -10,219 | $4,690 |
| PFIZER INC |
140,121 | +4,895 | $4,574 |
| PFE | 140,121 | +4,895 | $4,574 |
| ISHARES TR (TLT) |
27,294 | -3,251 | $4,503 |
| TLT | 27,294 | -3,251 | $4,503 |
| ISHARES INC (IEMG) |
109,590 | +109,590 | $4,435 |
| IEMG | 109,590 | +109,590 | $4,435 |
| COCA COLA CO |
97,649 | -8,179 | $4,321 |
| KO | 97,649 | -8,179 | $4,321 |
| BROADCOM INC |
18,195 | +6,865 | $4,314 |
| AVGO | 18,195 | +6,865 | $4,314 |
| 3M CO |
30,775 | +5,845 | $4,201 |
| MMM | 30,775 | +5,845 | $4,201 |
| BOEING CO |
$4,191 | ||
| BA | 27,100 | +4,495 | $4,042 |
| Call | 1,000 | +1,000 | $149 |
| ISHARES TR (EEM) |
122,097 | -11,550 | $4,167 |
| EEM | 122,097 | -11,550 | $4,167 |
| MERCK & CO. INC |
$4,157 | ||
| MRK | 54,229 | -4,496 | $4,172 |
| Put | 200 | +200 | $15 |
| EXXON MOBIL CORP |
104,733 | +17,432 | $3,977 |
| XOM | 104,733 | +17,432 | $3,977 |
| MCDONALDS CORP |
23,756 | +5,491 | $3,928 |
| MCD | 23,756 | +5,491 | $3,928 |
| WALGREENS BOOTS ALLIANCE INC |
83,589 | +12,348 | $3,824 |
| WBA | 83,589 | +12,348 | $3,824 |
| ISHARES TR (EMB) |
37,570 | +7,166 | $3,632 |
| EMB | 37,570 | +7,166 | $3,632 |
See Full List: All Stocks Held By Steel Peak Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Steel Peak Wealth Management LLC
|
Size ($ in 1000's)
At 03/31/2020: $633,001 At 12/31/2019: $725,619 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 |
