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Steel Peak Wealth Management LLC Top Holdings
As of  06/30/2022, 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
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
APPLE INC      $130,888
     AAPL952,247-93,119$130,191
     Call5,100-245,700$697
ISHARES TR (IVV) 145,917 -22,471 $55,324
     IVV145,917-22,471$55,324
AMAZON COM INC      $54,363
     AMZN511,542+490,828$54,331
     Call300-200$32
TESLA INC      $38,032
     TSLA55,675+7,489$37,493
     Call800-38,300$539
ALPHABET INC 17,439 +1,056 $38,004
     GOOGL17,439+2,356$38,004
ISHARES TR (IUSB) 765,046 +16,145 $35,819
     IUSB765,046+16,145$35,819
ISHARES TR (ESGU) 403,046 -5,914 $33,816
     ESGU403,046-5,914$33,816
SPDR S&P 500 ETF TR (SPY) 86,645 +12,479 $32,823
     SPY86,645+12,479$32,823
MICROSOFT CORP      $32,157
     MSFT123,706-2,440$31,772
     Call1,500-13,800$385
AMGEN INC 107,109 +3,582 $26,060
     AMGN107,109+3,582$26,060
INTEL CORP 685,948 +152,059 $25,661
     INTC685,948+152,459$25,661
CISCO SYS INC 587,879 +43,773 $25,067
     CSCO587,879+43,773$25,067
ISHARES TR (GOVT) 983,343 -22,950 $23,502
     GOVT983,343-22,950$23,502
SALESFORCE INC 124,047 +98,895 $20,473
     CRM124,047+98,895$20,473
NVIDIA CORPORATION      $16,809
     NVDA109,852-3,492$16,657
     Call1,000-11,400$152
INVESCO QQQ TR 58,852 -3,095 $16,527
     QQQ58,852-2,795$16,527
ISHARES TR (EFV) 368,381 +9,205 $15,988
     EFV368,381+9,205$15,988
META PLATFORMS INC 93,477 -18,765 $15,073
     FB93,477+16,435$15,073
TEXAS INSTRS INC 97,302 +55,521 $14,950
     TXN97,302+55,521$14,950
VERIZON COMMUNICATIONS INC 292,011 +25,083 $14,820
     VZ292,011+25,083$14,820
BROADCOM INC 29,279 -9,392 $14,224
     AVGO29,279-9,392$14,224
JPMORGAN CHASE & CO 125,472 +82,342 $14,129
     JPM125,472+82,342$14,129
JOHNSON & JOHNSON 77,837 +13,257 $13,817
     JNJ77,837+13,257$13,817
ADVANCED MICRO DEVICES INC 175,263 -36,480 $13,402
     AMD175,263-36,180$13,402
QUALCOMM INC 99,495 -53,422 $12,710
     QCOM99,495-50,922$12,710
INTERNATIONAL BUSINESS MACHS 89,301 +8,993 $12,608
     IBM89,301+8,993$12,608
CHEVRON CORP NEW 83,900 +1,377 $12,147
     CVX83,900+1,377$12,147
COCA COLA CO 190,894 -1,077 $12,093
     KO190,894-1,077$12,093
COSTCO WHSL CORP NEW 24,825 +3,507 $11,898
     COST24,825+3,507$11,898
GOLDMAN SACHS GROUP INC 37,938 +31,092 $11,268
     GS37,938+31,092$11,268
MERCK & CO INC 120,611 -7,089 $11,075
     MRK120,611-7,089$11,075
ISHARES TR (TIP) 94,553 +30,456 $10,771
     TIP94,553+30,456$10,771
INTUIT 27,220 +10,435 $10,492
     INTU27,220+10,435$10,492
DOW INC 194,206 +7,281 $10,023
     DOW194,206+7,281$10,023
ISHARES TR (IWM) 58,427 +4,662 $9,895
     IWM58,427+4,662$9,895
APPLIED MATLS INC 107,967 +7,228 $9,823
     AMAT107,967+7,228$9,823
TRAVELERS COMPANIES INC 57,692 +1,189 $9,757
     TRV57,692+1,189$9,757
3M CO 74,987 +5,626 $9,704
     MMM74,987+5,626$9,704
T MOBILE US INC 70,498 +25,512 $9,485
     TMUS70,498+25,512$9,485
CATERPILLAR INC 52,721 +16,254 $9,424
     CAT52,721+16,254$9,424
MARVELL TECHNOLOGY INC      $9,083
     MRVL208,450-29,088$9,074
     Call200+200$9
MONDELEZ INTL INC 145,126 +140,860 $9,061
     MDLZ145,126+140,860$9,061
ADOBE SYSTEMS INCORPORATED 24,135 +2,045 $8,835
     ADBE24,135+2,145$8,835
APOLLO MED HLDGS INC 222,500 +20,000 $8,586
     AMEH222,500+20,000$8,586
WALGREENS BOOTS ALLIANCE INC 222,859 +6,784 $8,446
     WBA222,859+6,784$8,446
ISHARES TR (EFG) 104,285 +1,639 $8,394
     EFG104,285+1,639$8,394
ISHARES INC (EEMV) 149,596 +145,317 $8,292
     EEMV149,596+145,317$8,292
NETFLIX INC 46,272 +13,911 $8,092
     NFLX46,272+15,011$8,092
PEPSICO INC 48,016 -1,392 $8,002
     PEP48,016-1,392$8,002
SPDR DOW JONES INDL AVERAGE (DIA) 25,595 +4,803 $7,896
     DIA25,595+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

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

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