HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
$174,263 | ||
| AAPL | 895,700 | +122,057 | $173,739 |
| Call | 2,700 | +2,700 | $524 |
 ISHARES TR (IVV) |
141,089 | +385 | $62,885 |
| IVV | 141,089 | +385 | $62,885 |
| AMAZON COM INC |
$54,072 | ||
| AMZN | 411,893 | -29,533 | $53,694 |
| Call | 2,900 | +2,900 | $378 |
| ISHARES TR (IUSB) |
1,157,990 | +12,560 | $52,654 |
| IUSB | 1,157,990 | +12,560 | $52,654 |
| TESLA INC |
$51,504 | ||
| TSLA | 184,655 | +40,955 | $48,337 |
| Call | 12,100 | +900 | $3,167 |
| MICROSOFT CORP |
$49,674 | ||
| MSFT | 143,668 | +35,970 | $48,925 |
| Call | 2,200 | +1,300 | $749 |
| SPDR S&P 500 ETF TR (SPY) |
$45,137 | ||
| SPY | 99,335 | +15,252 | $44,073 |
| Call | 2,400 | +2,200 | $1,064 |
| ALPHABET INC |
$41,683 | ||
| GOOGL | 345,931 | +51,172 | $41,408 |
| Call | 2,300 | +2,300 | $275 |
| INVESCO QQQ TR |
$33,958 | ||
| QQQ | 88,983 | +32,231 | $32,887 |
| Call | 2,900 | +900 | $1,071 |
| META PLATFORMS INC |
$33,612 | ||
| META | 105,823 | +28,530 | $30,369 |
| Call | 11,300 | +9,900 | $3,243 |
| NVIDIA CORPORATION |
$33,569 | ||
| NVDA | 78,956 | -25,087 | $33,400 |
| Call | 1,000 | UNCH | $423 |
| Put | 600 | UNCH | $254 |
| CISCO SYS INC |
517,108 | -77,798 | $26,755 |
| CSCO | 517,108 | -77,798 | $26,755 |
| SALESFORCE INC |
$24,439 | ||
| CRM | 114,980 | -8,496 | $24,291 |
| Call | 700 | +700 | $148 |
| INTEL CORP |
716,932 | +223,710 | $23,974 |
| INTC | 716,932 | +223,710 | $23,974 |
| ISHARES TR (QUAL) |
177,502 | +1,503 | $23,940 |
| QUAL | 177,502 | +1,503 | $23,940 |
| SPDR DOW JONES INDL AVERAGE (DIA) |
$23,087 | ||
| DIA | 66,807 | +38,067 | $22,984 |
| Call | 300 | +300 | $103 |
| JPMORGAN CHASE & CO |
153,722 | +15,577 | $22,357 |
| JPM | 153,722 | +12,977 | $22,357 |
| ADVANCED MICRO DEVICES INC |
$21,194 | ||
| AMD | 184,864 | +105,417 | $21,058 |
| Call | 1,900 | +1,900 | $216 |
| Put | 700 | +700 | $80 |
| BROADCOM INC |
$20,153 | ||
| AVGO | 23,033 | -6,865 | $19,980 |
| Call | 200 | +200 | $173 |
| ISHARES TR (EFG) |
206,515 | +320 | $19,704 |
| EFG | 206,515 | +320 | $19,704 |
| ISHARES TR (MBB) |
203,521 | +170 | $18,981 |
| MBB | 203,521 | +170 | $18,981 |
| AMGEN INC |
$18,559 | ||
| AMGN | 82,590 | -22,685 | $18,337 |
| Call | 1,000 | +1,000 | $222 |
| NETFLIX INC |
$17,464 | ||
| NFLX | 39,247 | -11,776 | $17,288 |
| Call | 400 | +400 | $176 |
| ISHARES TR (GOVT) |
731,997 | +6,239 | $16,763 |
| GOVT | 731,997 | +6,239 | $16,763 |
| QUALCOMM INC |
$16,101 | ||
| QCOM | 134,857 | +50,237 | $16,053 |
| Call | 400 | +400 | $48 |
| APOLLO MED HLDGS INC |
489,662 | +165,227 | $15,473 |
| AMEH | 489,662 | +165,227 | $15,473 |
| VERIZON COMMUNICATIONS INC |
414,334 | +22,223 | $15,409 |
| VZ | 414,334 | +22,223 | $15,409 |
| GOLDMAN SACHS GROUP INC |
47,575 | +6,348 | $15,345 |
| GS | 47,575 | +6,348 | $15,345 |
| TEXAS INSTRS INC |
80,766 | +7,378 | $14,540 |
| TXN | 80,766 | +7,378 | $14,540 |
| DOW INC |
266,567 | +35,925 | $14,197 |
| DOW | 266,567 | +35,925 | $14,197 |
| PROCTER AND GAMBLE CO |
91,911 | -8,935 | $13,947 |
| PG | 91,911 | -8,935 | $13,947 |
| APPLIED MATLS INC |
92,930 | -9,252 | $13,432 |
| AMAT | 92,930 | -9,252 | $13,432 |
| MERCK & CO INC |
115,274 | -15,407 | $13,384 |
| MRK | 115,274 | -15,407 | $13,384 |
| ISHARES INC (IEMG) |
262,127 | +15,319 | $12,920 |
| IEMG | 262,127 | +15,319 | $12,920 |
| CHEVRON CORP NEW |
81,221 | -12,495 | $12,780 |
| CVX | 81,221 | -12,495 | $12,780 |
| VANGUARD INDEX FDS (VOO) |
31,141 | +25,860 | $12,732 |
| VOO | 31,141 | +25,860 | $12,732 |
| 3M CO |
127,085 | +32,646 | $12,720 |
| MMM | 127,085 | +32,646 | $12,720 |
| ISHARES TR (EFV) |
258,596 | -287 | $12,656 |
| EFV | 258,596 | -287 | $12,656 |
| HOME DEPOT INC |
39,954 | +27,091 | $12,411 |
| HD | 39,954 | +27,091 | $12,411 |
| COCA COLA CO |
194,018 | -35,008 | $11,772 |
| KO | 194,018 | -35,008 | $11,772 |
| ISHARES TR (ESGU) |
119,151 | -595 | $11,612 |
| ESGU | 119,151 | -595 | $11,612 |
| ADOBE SYSTEMS INCORPORATED |
22,523 | -12,318 | $11,014 |
| ADBE | 22,523 | -12,318 | $11,014 |
| ISHARES TR (IWM) |
$10,642 | ||
| IWM | 54,826 | -7,227 | $10,267 |
| Call | 2,000 | +2,000 | $375 |
| ISHARES TR (IYW) |
93,858 | -151 | $10,218 |
| IYW | 93,858 | -151 | $10,218 |
| INTUIT |
22,134 | +633 | $10,142 |
| INTU | 22,134 | +633 | $10,142 |
| ALPHABET INC |
$9,914 | ||
| GOOG | 81,151 | +3,883 | $9,817 |
| Call | 800 | +800 | $97 |
| MARVELL TECHNOLOGY INC |
162,962 | -80,130 | $9,742 |
| MRVL | 162,962 | -80,130 | $9,742 |
| MCDONALDS CORP |
31,855 | +26,657 | $9,506 |
| MCD | 31,855 | +26,657 | $9,506 |
| ISHARES TR (IGM) |
21,567 | +21,567 | $8,473 |
| IGM | 21,567 | +21,567 | $8,473 |
| ISHARES TR (EFA) |
114,755 | -5,984 | $8,320 |
| EFA | 114,755 | -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 |
