HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
$130,888 | ||
| AAPL | 952,247 | -93,119 | $130,191 |
| Call | 5,100 | -245,700 | $697 |
 ISHARES TR (IVV) |
145,917 | -22,471 | $55,324 |
| IVV | 145,917 | -22,471 | $55,324 |
| AMAZON COM INC |
$54,363 | ||
| AMZN | 511,542 | +490,828 | $54,331 |
| Call | 300 | -200 | $32 |
| TESLA INC |
$38,032 | ||
| TSLA | 55,675 | +7,489 | $37,493 |
| Call | 800 | -38,300 | $539 |
| ALPHABET INC |
17,439 | +1,056 | $38,004 |
| GOOGL | 17,439 | +2,356 | $38,004 |
| ISHARES TR (IUSB) |
765,046 | +16,145 | $35,819 |
| IUSB | 765,046 | +16,145 | $35,819 |
| ISHARES TR (ESGU) |
403,046 | -5,914 | $33,816 |
| ESGU | 403,046 | -5,914 | $33,816 |
| SPDR S&P 500 ETF TR (SPY) |
86,645 | +12,479 | $32,823 |
| SPY | 86,645 | +12,479 | $32,823 |
| MICROSOFT CORP |
$32,157 | ||
| MSFT | 123,706 | -2,440 | $31,772 |
| Call | 1,500 | -13,800 | $385 |
| AMGEN INC |
107,109 | +3,582 | $26,060 |
| AMGN | 107,109 | +3,582 | $26,060 |
| INTEL CORP |
685,948 | +152,059 | $25,661 |
| INTC | 685,948 | +152,459 | $25,661 |
| CISCO SYS INC |
587,879 | +43,773 | $25,067 |
| CSCO | 587,879 | +43,773 | $25,067 |
| ISHARES TR (GOVT) |
983,343 | -22,950 | $23,502 |
| GOVT | 983,343 | -22,950 | $23,502 |
| SALESFORCE INC |
124,047 | +98,895 | $20,473 |
| CRM | 124,047 | +98,895 | $20,473 |
| NVIDIA CORPORATION |
$16,809 | ||
| NVDA | 109,852 | -3,492 | $16,657 |
| Call | 1,000 | -11,400 | $152 |
| INVESCO QQQ TR |
58,852 | -3,095 | $16,527 |
| QQQ | 58,852 | -2,795 | $16,527 |
| ISHARES TR (EFV) |
368,381 | +9,205 | $15,988 |
| EFV | 368,381 | +9,205 | $15,988 |
| META PLATFORMS INC |
93,477 | -18,765 | $15,073 |
| FB | 93,477 | +16,435 | $15,073 |
| TEXAS INSTRS INC |
97,302 | +55,521 | $14,950 |
| TXN | 97,302 | +55,521 | $14,950 |
| VERIZON COMMUNICATIONS INC |
292,011 | +25,083 | $14,820 |
| VZ | 292,011 | +25,083 | $14,820 |
| BROADCOM INC |
29,279 | -9,392 | $14,224 |
| AVGO | 29,279 | -9,392 | $14,224 |
| JPMORGAN CHASE & CO |
125,472 | +82,342 | $14,129 |
| JPM | 125,472 | +82,342 | $14,129 |
| JOHNSON & JOHNSON |
77,837 | +13,257 | $13,817 |
| JNJ | 77,837 | +13,257 | $13,817 |
| ADVANCED MICRO DEVICES INC |
175,263 | -36,480 | $13,402 |
| AMD | 175,263 | -36,180 | $13,402 |
| QUALCOMM INC |
99,495 | -53,422 | $12,710 |
| QCOM | 99,495 | -50,922 | $12,710 |
| INTERNATIONAL BUSINESS MACHS |
89,301 | +8,993 | $12,608 |
| IBM | 89,301 | +8,993 | $12,608 |
| CHEVRON CORP NEW |
83,900 | +1,377 | $12,147 |
| CVX | 83,900 | +1,377 | $12,147 |
| COCA COLA CO |
190,894 | -1,077 | $12,093 |
| KO | 190,894 | -1,077 | $12,093 |
| COSTCO WHSL CORP NEW |
24,825 | +3,507 | $11,898 |
| COST | 24,825 | +3,507 | $11,898 |
| GOLDMAN SACHS GROUP INC |
37,938 | +31,092 | $11,268 |
| GS | 37,938 | +31,092 | $11,268 |
| MERCK & CO INC |
120,611 | -7,089 | $11,075 |
| MRK | 120,611 | -7,089 | $11,075 |
| ISHARES TR (TIP) |
94,553 | +30,456 | $10,771 |
| TIP | 94,553 | +30,456 | $10,771 |
| INTUIT |
27,220 | +10,435 | $10,492 |
| INTU | 27,220 | +10,435 | $10,492 |
| DOW INC |
194,206 | +7,281 | $10,023 |
| DOW | 194,206 | +7,281 | $10,023 |
| ISHARES TR (IWM) |
58,427 | +4,662 | $9,895 |
| IWM | 58,427 | +4,662 | $9,895 |
| APPLIED MATLS INC |
107,967 | +7,228 | $9,823 |
| AMAT | 107,967 | +7,228 | $9,823 |
| TRAVELERS COMPANIES INC |
57,692 | +1,189 | $9,757 |
| TRV | 57,692 | +1,189 | $9,757 |
| 3M CO |
74,987 | +5,626 | $9,704 |
| MMM | 74,987 | +5,626 | $9,704 |
| T MOBILE US INC |
70,498 | +25,512 | $9,485 |
| TMUS | 70,498 | +25,512 | $9,485 |
| CATERPILLAR INC |
52,721 | +16,254 | $9,424 |
| CAT | 52,721 | +16,254 | $9,424 |
| MARVELL TECHNOLOGY INC |
$9,083 | ||
| MRVL | 208,450 | -29,088 | $9,074 |
| Call | 200 | +200 | $9 |
| MONDELEZ INTL INC |
145,126 | +140,860 | $9,061 |
| MDLZ | 145,126 | +140,860 | $9,061 |
| ADOBE SYSTEMS INCORPORATED |
24,135 | +2,045 | $8,835 |
| ADBE | 24,135 | +2,145 | $8,835 |
| APOLLO MED HLDGS INC |
222,500 | +20,000 | $8,586 |
| AMEH | 222,500 | +20,000 | $8,586 |
| WALGREENS BOOTS ALLIANCE INC |
222,859 | +6,784 | $8,446 |
| WBA | 222,859 | +6,784 | $8,446 |
| ISHARES TR (EFG) |
104,285 | +1,639 | $8,394 |
| EFG | 104,285 | +1,639 | $8,394 |
| ISHARES INC (EEMV) |
149,596 | +145,317 | $8,292 |
| EEMV | 149,596 | +145,317 | $8,292 |
| NETFLIX INC |
46,272 | +13,911 | $8,092 |
| NFLX | 46,272 | +15,011 | $8,092 |
| PEPSICO INC |
48,016 | -1,392 | $8,002 |
| PEP | 48,016 | -1,392 | $8,002 |
| SPDR DOW JONES INDL AVERAGE (DIA) |
25,595 | +4,803 | $7,896 |
| DIA | 25,595 | +4,803 | $7,896 |
See Full List: All Stocks Held By Steel Peak Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Steel Peak Wealth Management LLC
|
Size ($ in 1000's)
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 |
