| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 19 | Q2 2024 | 10.3% |
| ISHARES TR | 19 | Q2 2024 | 6.2% |
| AMAZON COM INC | 19 | Q2 2024 | 4.5% |
| MICROSOFT CORP | 19 | Q2 2024 | 3.3% |
| SPDR S&P 500 ETF TR | 19 | Q2 2024 | 2.9% |
| ALPHABET INC | 19 | Q2 2024 | 2.7% |
| ISHARES TR | 19 | Q2 2024 | 5.9% |
| TESLA INC | 19 | Q2 2024 | 2.9% |
| INVESCO QQQ TR | 19 | Q2 2024 | 5.5% |
| NVIDIA CORPORATION | 19 | Q2 2024 | 4.5% |
View SteelPeak Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-08-02 |
View SteelPeak Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.