HoldingsChannel.com
Steel Peak Wealth Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
STAMPS COM INC 304,827 UNCH $39,652
     STMP304,827UNCH$39,652
APPLE INC      $39,437
     AAPL155,184-18,490$39,462
     Put100+100$25
ISHARES TR (GOVT) 1,342,201 -13,756 $37,595
     GOVT1,342,201-13,756$37,595
ISHARES TR (IVV) 127,648 -10,531 $32,984
     IVV127,648-10,531$32,984
AMAZON COM INC 11,783 +1,528 $22,974
     AMZN11,783+1,528$22,974
MICROSOFT CORP      $14,948
     MSFT94,577+1,424$14,916
     Call200+200$32
SPDR S&P 500 ETF TR (SPY)      $13,643
     SPY56,730-2,542$14,622
     Put4,000+4,000$1,031
     Call200+200$52
ISHARES TR (IGIB) 227,683 +227,683 $12,504
     IGIB227,683+227,683$12,504
ISHARES TR (IEFA) 234,642 +234,642 $11,706
     IEFA234,642+234,642$11,706
FACEBOOK INC 68,799 +24,467 $11,476
     FB68,799+24,467$11,476
ISHARES TR (MBB) 88,845 -31,280 $9,812
     MBB88,845-31,280$9,812
ISHARES U S ETF TR (NEAR) 194,347 +11,510 $9,424
     NEAR194,347+11,510$9,424
NETFLIX INC 23,906 -7,232 $8,977
     NFLX23,906+2,768$8,977
AMGEN INC 43,995 +7,911 $8,919
     AMGN43,995+7,911$8,919
ISHARES TR (ESGU) 146,958 +146,958 $8,449
     ESGU146,958+146,958$8,449
ISHARES TR (QUAL) 101,413 +33,332 $8,219
     QUAL101,413+33,332$8,219
ISHARES TR (SHYG) 183,263 +183,263 $7,490
     SHYG183,263+183,263$7,490
JPMORGAN CHASE & CO      $7,443
     JPM82,568+14,495$7,434
     Call100+100$9
NVIDIA CORP 28,113 +11,521 $7,411
     NVDA28,113+11,521$7,411
ALPHABET INC 6,159 +1,261 $7,156
     GOOGL6,159+1,261$7,156
INTEL CORP 130,243 +66,665 $7,049
     INTC130,243+66,665$7,049
COSTCO WHSL CORP NEW 23,696 +4,656 $6,756
     COST23,696+4,656$6,756
CHEVRON CORP NEW 88,979 +27,952 $6,447
     CVX88,979+27,952$6,447
CISCO SYS INC 158,878 -2,388 $6,245
     CSCO158,878-2,388$6,245
STARBUCKS CORP 94,340 +27,887 $6,202
     SBUX94,340+27,887$6,202
VERIZON COMMUNICATIONS INC 109,555 -1,890 $5,886
     VZ109,555-1,890$5,886
DISNEY WALT CO 60,265 +24,226 $5,822
     DIS60,265+24,226$5,822
ISHARES TR (USMV) 106,912 -91,777 $5,774
     USMV106,912-91,777$5,774
PROCTER & GAMBLE CO 50,110 -2,999 $5,512
     PG50,110-2,999$5,512
ISHARES INC (ESGE) 196,075 +196,075 $5,367
     ESGE196,075+196,075$5,367
ISHARES TR (EFA) 99,410 -10,357 $5,314
     EFA99,410-10,357$5,314
CATERPILLAR INC DEL 43,815 +3,003 $5,084
     CAT43,815+3,003$5,084
NIKE INC 59,901 +18,326 $4,956
     NKE59,901+18,326$4,956
HOME DEPOT INC 26,351 -2,311 $4,920
     HD26,351-2,311$4,920
ISHARES TR (IWM) 42,029 -3,459 $4,811
     IWM42,029-3,459$4,811
INTERNATIONAL BUSINESS MACHS      $4,744
     IBM41,762+405$4,633
     Call1,000+1,000$111
ISHARES TR (IXN) 25,716 -10,219 $4,690
     IXN25,716-10,219$4,690
PFIZER INC 140,121 +4,895 $4,574
     PFE140,121+4,895$4,574
ISHARES TR (TLT) 27,294 -3,251 $4,503
     TLT27,294-3,251$4,503
ISHARES INC (IEMG) 109,590 +109,590 $4,435
     IEMG109,590+109,590$4,435
COCA COLA CO 97,649 -8,179 $4,321
     KO97,649-8,179$4,321
BROADCOM INC 18,195 +6,865 $4,314
     AVGO18,195+6,865$4,314
3M CO 30,775 +5,845 $4,201
     MMM30,775+5,845$4,201
BOEING CO      $4,191
     BA27,100+4,495$4,042
     Call1,000+1,000$149
ISHARES TR (EEM) 122,097 -11,550 $4,167
     EEM122,097-11,550$4,167
MERCK & CO. INC      $4,157
     MRK54,229-4,496$4,172
     Put200+200$15
EXXON MOBIL CORP 104,733 +17,432 $3,977
     XOM104,733+17,432$3,977
MCDONALDS CORP 23,756 +5,491 $3,928
     MCD23,756+5,491$3,928
WALGREENS BOOTS ALLIANCE INC 83,589 +12,348 $3,824
     WBA83,589+12,348$3,824
ISHARES TR (EMB) 37,570 +7,166 $3,632
     EMB37,570+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

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

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