$932 Million is the total value of SteelPeak Wealth, LLC's 297 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 40.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $73,615,000 | +39.6% | 635,657 | +339.7% | 7.90% | +18.9% |
| STMP | STAMPS COM INC | $73,207,000 | +31.2% | 303,827 | 0.0% | 7.86% | +11.7% | |
| AMZN | Buy | AMAZON COM INC | $39,683,000 | +28.5% | 12,603 | +12.6% | 4.26% | +9.4% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $32,199,000 | -30.8% | 95,814 | -36.3% | 3.46% | -41.1% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $28,897,000 | +9.3% | 214,510 | +9.1% | 3.10% | -7.0% |
| GOVT | Buy | ISHARES TRus treas bd etf | $27,364,000 | +25.7% | 979,050 | +25.9% | 2.94% | +7.1% |
| MSFT | Buy | MICROSOFT CORP | $20,030,000 | +11.6% | 95,230 | +7.9% | 2.15% | -5.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $19,818,000 | +14.3% | 59,177 | +5.2% | 2.13% | -2.7% |
| ESGU | Sell | ISHARES TResg awr msci usa | $18,400,000 | -6.4% | 241,440 | -14.0% | 1.98% | -20.3% |
| FB | Buy | FACEBOOK INCcl a | $17,996,000 | +78.8% | 68,712 | +55.0% | 1.93% | +52.2% |
| AMGN | Buy | AMGEN INC | $17,712,000 | +112.6% | 69,687 | +97.2% | 1.90% | +81.0% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $15,275,000 | -13.3% | 54,977 | -22.7% | 1.64% | -26.2% |
| IGSB | Buy | ISHARES TR | $14,007,000 | +0.7% | 255,098 | +0.3% | 1.50% | -14.3% |
| EFG | Sell | ISHARES TReafe grwth etf | $13,683,000 | +5.2% | 152,241 | -2.7% | 1.47% | -10.4% |
| NVDA | Buy | NVIDIA CORPORATION | $13,181,000 | +56.4% | 24,354 | +9.8% | 1.42% | +33.1% |
| CSCO | Buy | CISCO SYS INC | $13,095,000 | +18.7% | 332,455 | +40.5% | 1.40% | +1.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $13,022,000 | +49.5% | 8,885 | +44.7% | 1.40% | +27.2% |
| NFLX | Sell | NETFLIX INC | $10,903,000 | -4.8% | 21,805 | -13.4% | 1.17% | -18.9% |
| QCOM | Buy | QUALCOMM INC | $10,838,000 | +136.0% | 92,095 | +82.9% | 1.16% | +100.9% |
| PYPL | Buy | PAYPAL HLDGS INC | $9,711,000 | +92.6% | 49,287 | +70.3% | 1.04% | +63.8% |
| ESGE | Sell | ISHARES INCesg awr msci em | $9,118,000 | -23.4% | 256,056 | -31.0% | 0.98% | -34.8% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $9,040,000 | +7.6% | 205,689 | +5.0% | 0.97% | -8.4% |
| TSLA | Buy | TESLA INC | $8,948,000 | +71.4% | 20,857 | +331.4% | 0.96% | +45.9% |
| AVGO | Buy | BROADCOM INC | $8,735,000 | +95.6% | 23,975 | +69.5% | 0.94% | +66.4% |
| CRM | Buy | SALESFORCE COM INC | $8,598,000 | +402.2% | 34,212 | +274.4% | 0.92% | +327.3% |
| TXN | Buy | TEXAS INSTRS INC | $8,466,000 | +176.8% | 59,291 | +146.2% | 0.91% | +136.1% |
| SHOP | Buy | SHOPIFY INCcl a | $7,829,000 | +27.3% | 7,653 | +18.1% | 0.84% | +8.4% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $7,723,000 | +3492.1% | 109,972 | +3392.3% | 0.83% | +2970.4% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $7,720,000 | +134.9% | 15,741 | +108.5% | 0.83% | +100.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $7,537,000 | +8.3% | 78,289 | +5.8% | 0.81% | -7.8% |
| VLUE | Buy | ISHARES TRmsci usa value | $7,513,000 | +38.2% | 101,832 | +35.4% | 0.81% | +17.7% |
| HD | Buy | HOME DEPOT INC | $7,177,000 | +22.8% | 25,842 | +10.7% | 0.77% | +4.5% |
| CVX | Buy | CHEVRON CORP NEW | $6,995,000 | +27.6% | 97,151 | +58.2% | 0.75% | +8.7% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $6,721,000 | +22.5% | 24,220 | +13.9% | 0.72% | +4.3% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $6,712,000 | -8.7% | 112,830 | -15.4% | 0.72% | -22.2% |
| IEFA | New | ISHARES TRcore msci eafe | $6,636,000 | – | 110,088 | +100.0% | 0.71% | – |
| IWM | Buy | ISHARES TRrussell 2000 etf | $6,606,000 | +5.2% | 44,099 | +0.5% | 0.71% | -10.5% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $6,208,000 | -0.6% | 51,026 | -1.4% | 0.67% | -15.5% |
| IXN | Sell | ISHARES TRglobal tech etf | $6,161,000 | +6.8% | 23,367 | -4.6% | 0.66% | -9.1% |
| NEAR | Sell | ISHARES U S ETF TRsht mat bd etf | $5,874,000 | -55.6% | 117,216 | -55.7% | 0.63% | -62.2% |
| INTC | Sell | INTEL CORP | $5,842,000 | -51.1% | 112,820 | -43.5% | 0.63% | -58.4% |
| EFA | Sell | ISHARES TRmsci eafe etf | $5,650,000 | +1.0% | 88,763 | -3.4% | 0.61% | -14.0% |
| MMM | Buy | 3M CO | $5,497,000 | +19.2% | 34,316 | +16.1% | 0.59% | +1.5% |
| KO | Sell | COCA COLA CO | $5,435,000 | +9.5% | 110,091 | -0.9% | 0.58% | -6.7% |
| DIS | Sell | DISNEY WALT CO | $5,434,000 | +10.0% | 43,790 | -1.1% | 0.58% | -6.4% |
| GILD | Buy | GILEAD SCIENCES INC | $5,368,000 | -14.7% | 84,947 | +3.9% | 0.58% | -27.4% |
| CAT | Sell | CATERPILLAR INC DEL | $5,209,000 | -16.9% | 34,926 | -29.5% | 0.56% | -29.2% |
| DOW | Buy | DOW INC | $5,004,000 | +26.6% | 106,362 | +9.7% | 0.54% | +7.8% |
| TRV | New | TRAVELERS COMPANIES INC | $4,896,000 | – | 45,255 | +100.0% | 0.52% | – |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $4,865,000 | +8.8% | 135,428 | +28.4% | 0.52% | -7.4% |
| USMV | Buy | ISHARES TRmsci usa min vol | $4,766,000 | +5.4% | 74,782 | +0.2% | 0.51% | -10.4% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $4,678,000 | +14.6% | 15,612 | +1.3% | 0.50% | -2.3% |
| SQ | Buy | SQUARE INCcl a | $4,653,000 | +88.8% | 28,625 | +21.8% | 0.50% | +60.5% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $4,635,000 | +4.6% | 105,117 | -5.1% | 0.50% | -10.9% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $4,566,000 | +300.2% | 22,721 | +293.5% | 0.49% | +240.3% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $4,457,000 | +0.7% | 16,377 | +7.4% | 0.48% | -14.3% |
| AGG | Buy | ISHARES TRcore us aggbd et | $4,340,000 | +20.3% | 36,761 | +20.4% | 0.47% | +2.4% |
| HON | New | HONEYWELL INTL INC | $4,326,000 | – | 26,279 | +100.0% | 0.46% | – |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $3,828,000 | +183.6% | 46,694 | +82.0% | 0.41% | +141.8% |
| BA | Sell | BOEING CO | $3,781,000 | -9.9% | 22,882 | -0.0% | 0.41% | -23.3% |
| INTU | Buy | INTUIT | $3,639,000 | +61.4% | 11,156 | +46.5% | 0.39% | +37.7% |
| CMCSA | New | COMCAST CORP NEWcl a | $3,588,000 | – | 77,563 | +100.0% | 0.38% | – |
| MUB | Buy | ISHARES TRnational mun etf | $3,361,000 | +24.6% | 28,991 | +24.0% | 0.36% | +6.2% |
| T | Buy | AT&T INC | $3,268,000 | +1.2% | 114,618 | +7.3% | 0.35% | -13.8% |
| CMF | Buy | ISHARES TRcalif mun bd etf | $3,166,000 | +20.8% | 50,736 | +20.3% | 0.34% | +3.0% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $3,145,000 | +26.8% | 2,140 | +21.9% | 0.34% | +8.0% |
| IYG | New | ISHARES TRu.s. fin svc etf | $3,083,000 | – | 25,268 | +100.0% | 0.33% | – |
| PWZ | Buy | INVESCO EXCH TRADED FD TR IIcalif amt mun | $3,052,000 | +27.9% | 110,522 | +26.4% | 0.33% | +9.0% |
| MUNI | Buy | PIMCO ETF TRinter mun bd act | $2,997,000 | +23.8% | 53,329 | +22.6% | 0.32% | +5.6% |
| NKE | Sell | NIKE INCcl b | $2,935,000 | +26.7% | 23,382 | -1.1% | 0.32% | +7.9% |
| PZA | Buy | INVESCO EXCH TRADED FD TR IInatl amt muni | $2,918,000 | +28.8% | 109,584 | +28.4% | 0.31% | +9.4% |
| MEAR | Buy | ISHARES U S ETF TRsht mat mun etf | $2,908,000 | +25.9% | 57,942 | +25.9% | 0.31% | +7.2% |
| LRCX | Buy | LAM RESEARCH CORP | $2,847,000 | +8.8% | 8,583 | +6.1% | 0.31% | -7.3% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $2,784,000 | +229.9% | 20,273 | +140.8% | 0.30% | +182.1% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $2,780,000 | +17.8% | 51,058 | +17.1% | 0.30% | +0.3% |
| BKNG | New | BOOKING HOLDINGS INC | $2,718,000 | – | 1,589 | +100.0% | 0.29% | – |
| SUB | Buy | ISHARES TRshrt nat mun etf | $2,700,000 | +18.3% | 24,975 | +18.0% | 0.29% | +0.7% |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $2,648,000 | +14.7% | 47,618 | +13.4% | 0.28% | -2.4% |
| TFI | Buy | SPDR SER TRnuveen brc munic | $2,637,000 | +16.3% | 50,776 | +15.7% | 0.28% | -1.0% |
| MU | Sell | MICRON TECHNOLOGY INC | $2,616,000 | -24.0% | 55,708 | -16.6% | 0.28% | -35.3% |
| FISV | Buy | FISERV INC | $2,612,000 | +32.9% | 25,343 | +25.9% | 0.28% | +12.9% |
| TMUS | Sell | T-MOBILE US INC | $2,566,000 | -53.5% | 22,435 | -57.7% | 0.28% | -60.5% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $2,423,000 | +130.1% | 28,885 | +123.8% | 0.26% | +95.5% |
| AOA | Buy | ISHARES TRaggres alloc etf | $2,370,000 | +9.3% | 40,863 | +3.5% | 0.25% | -7.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,325,000 | -61.2% | 15,614 | -63.3% | 0.25% | -66.9% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $2,242,000 | +4.8% | 13,732 | +5.2% | 0.24% | -10.7% |
| PG | Sell | PROCTER AND GAMBLE CO | $2,164,000 | +15.6% | 15,567 | -0.6% | 0.23% | -1.7% |
| TDOC | New | TELADOC HEALTH INC | $2,112,000 | – | 9,635 | +100.0% | 0.23% | – |
| MRVL | New | MARVELL TECHNOLOGY GROUP LTDord | $2,080,000 | – | 52,398 | +100.0% | 0.22% | – |
| WMT | Sell | WALMART INC | $2,041,000 | -12.5% | 14,591 | -25.1% | 0.22% | -25.5% |
| BAC | Buy | BK OF AMERICA CORP | $1,978,000 | +244.0% | 82,105 | +239.2% | 0.21% | +194.4% |
| IEF | New | ISHARES TRbarclays 7 10 yr | $1,932,000 | – | 15,860 | +100.0% | 0.21% | – |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $1,838,000 | +8.0% | 31,587 | +7.1% | 0.20% | -8.4% |
| SPY | Sell | SPDR S&P 500 ETF TRput | $1,774,000 | -35.3% | 5,300 | -40.4% | 0.19% | -45.1% |
| UNP | Buy | UNION PAC CORP | $1,723,000 | +273.8% | 8,754 | +221.0% | 0.18% | +219.0% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,695,000 | +5.8% | 7,961 | -11.3% | 0.18% | -9.9% |
| LMT | Buy | LOCKHEED MARTIN CORP | $1,664,000 | +41.3% | 4,342 | +34.5% | 0.18% | +20.9% |
| COST | Sell | COSTCO WHSL CORP NEW | $1,634,000 | -64.7% | 4,602 | -69.8% | 0.18% | -70.0% |
| TIP | Buy | ISHARES TRtips bd etf | $1,605,000 | +4.0% | 12,689 | +1.1% | 0.17% | -11.8% |
| FDX | Sell | FEDEX CORP | $1,567,000 | +66.9% | 6,231 | -6.9% | 0.17% | +42.4% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $1,535,000 | +2.5% | 19,197 | -7.8% | 0.16% | -12.7% |
| XOM | Sell | EXXON MOBIL CORP | $1,490,000 | -76.4% | 43,410 | -69.3% | 0.16% | -79.9% |
| V | Buy | VISA INC | $1,494,000 | +11.8% | 7,470 | +8.0% | 0.16% | -4.8% |
| SBUX | Sell | STARBUCKS CORP | $1,491,000 | +3.9% | 17,349 | -11.0% | 0.16% | -11.6% |
| BK | New | BANK NEW YORK MELLON CORP | $1,492,000 | – | 43,449 | +100.0% | 0.16% | – |
| LULU | Buy | LULULEMON ATHLETICA INC | $1,476,000 | +258.3% | 4,481 | +239.5% | 0.16% | +203.8% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $1,406,000 | +56.6% | 16,248 | +56.6% | 0.15% | +33.6% |
| LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $1,385,000 | +14.1% | 26,794 | +14.1% | 0.15% | -2.6% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $1,364,000 | +53.4% | 11,688 | +37.3% | 0.15% | +30.4% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $1,338,000 | +33.3% | 16,112 | +33.3% | 0.14% | +13.4% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $1,266,000 | -3.1% | 24,962 | -3.4% | 0.14% | -17.6% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,259,000 | +28.1% | 3,724 | +12.0% | 0.14% | +8.9% |
| MCD | Sell | MCDONALDS CORP | $1,258,000 | -19.2% | 5,730 | -32.1% | 0.14% | -31.1% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,246,000 | +35.4% | 15,043 | +35.2% | 0.13% | +15.5% |
| EBAY | Buy | EBAY INC. | $1,234,000 | +65.2% | 23,694 | +66.3% | 0.13% | +40.4% |
| SPLK | Buy | SPLUNK INC | $1,216,000 | +57.3% | 6,461 | +66.1% | 0.13% | +34.0% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $1,202,000 | +25.1% | 23,337 | +25.4% | 0.13% | +6.6% |
| HPQ | Buy | HP INC | $1,166,000 | +13.5% | 61,418 | +4.3% | 0.12% | -3.1% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $1,155,000 | +75.8% | 10,506 | +68.1% | 0.12% | +49.4% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $1,159,000 | +30.2% | 18,666 | +30.4% | 0.12% | +10.7% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $1,144,000 | +8.6% | 3,893 | -20.2% | 0.12% | -7.5% |
| IBB | Sell | ISHARES TRnasdaq biotech | $1,147,000 | -10.9% | 8,467 | -10.2% | 0.12% | -24.1% |
| TWLO | Buy | TWILIO INCcl a | $1,138,000 | +37.1% | 4,606 | +21.8% | 0.12% | +16.2% |
| OKTA | Buy | OKTA INCcl a | $1,138,000 | +26.6% | 5,322 | +18.5% | 0.12% | +8.0% |
| QLD | Buy | PROSHARES TR | $1,136,000 | +24.0% | 12,400 | +100.0% | 0.12% | +6.1% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $1,130,000 | +12.7% | 3,582 | +9.8% | 0.12% | -4.0% |
| GSY | Buy | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $1,123,000 | +24.8% | 22,231 | +24.6% | 0.12% | +7.1% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $1,115,000 | -81.2% | 19,372 | -79.8% | 0.12% | -83.9% |
| MET | Buy | METLIFE INC | $1,119,000 | +11.8% | 30,101 | +9.8% | 0.12% | -4.8% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $1,100,000 | +11.2% | 10,424 | +5.4% | 0.12% | -5.6% |
| MS | Sell | MORGAN STANLEY | $1,097,000 | -40.7% | 22,692 | -40.7% | 0.12% | -49.4% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $1,091,000 | +12.1% | 45,338 | +7.8% | 0.12% | -4.9% |
| C | Buy | CITIGROUP INC | $1,083,000 | -0.4% | 25,111 | +18.1% | 0.12% | -15.3% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $1,069,000 | +12.2% | 7,270 | -2.6% | 0.12% | -4.2% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $1,070,000 | -58.9% | 9,647 | -59.5% | 0.12% | -64.9% |
| SPSB | Buy | SPDR SER TRportfolio short | $1,075,000 | +18.9% | 34,268 | +18.9% | 0.12% | +0.9% |
| SPOT | Buy | SPOTIFY TECHNOLOGY S A | $1,065,000 | +6.9% | 4,389 | +13.8% | 0.11% | -9.5% |
| VRCA | Buy | VERRICA PHARMACEUTICALS INC | $1,029,000 | -29.4% | 132,961 | +0.5% | 0.11% | -40.2% |
| WFC | Sell | WELLS FARGO CO NEW | $1,009,000 | -21.2% | 42,909 | -14.2% | 0.11% | -32.9% |
| VIS | Buy | VANGUARD WORLD FDSindustrial etf | $986,000 | +19.5% | 6,813 | +7.3% | 0.11% | +1.9% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $975,000 | +8.6% | 50,843 | +4.3% | 0.10% | -7.1% |
| BX | Sell | BLACKSTONE GROUP INC | $963,000 | -8.5% | 18,448 | -0.7% | 0.10% | -22.6% |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INput | $940,000 | – | 2,000 | +100.0% | 0.10% | – |
| MO | Sell | ALTRIA GROUP INC | $929,000 | -42.0% | 24,051 | -41.1% | 0.10% | -50.5% |
| GM | Buy | GENERAL MTRS CO | $892,000 | +24.6% | 30,138 | +6.4% | 0.10% | +6.7% |
| ABBV | Buy | ABBVIE INC | $881,000 | +51.4% | 10,056 | +69.6% | 0.10% | +30.1% |
| EXPE | Buy | EXPEDIA GROUP INC | $889,000 | +11.5% | 9,697 | +0.0% | 0.10% | -5.0% |
| AOM | Sell | ISHARES TRmodert alloc etf | $882,000 | +2.8% | 21,493 | -0.1% | 0.10% | -12.0% |
| CWB | Sell | SPDR SER TRblmbrg brc cnvrt | $882,000 | +6.1% | 12,798 | -6.8% | 0.10% | -9.5% |
| FVRR | New | FIVERR INTL LTD | $865,000 | – | 6,223 | +100.0% | 0.09% | – |
| LOW | New | LOWES COS INC | $871,000 | – | 5,252 | +100.0% | 0.09% | – |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $796,000 | +7.4% | 14,839 | -0.5% | 0.08% | -8.6% |
| AMAT | Buy | APPLIED MATLS INC | $769,000 | -0.6% | 12,933 | +1.1% | 0.08% | -15.3% |
| GAL | Buy | SSGA ACTIVE ETF TRglobl allo etf | $775,000 | +9.2% | 19,890 | +3.2% | 0.08% | -6.7% |
| PM | Sell | PHILIP MORRIS INTL INC | $715,000 | -23.3% | 9,537 | -28.3% | 0.08% | -34.2% |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $673,000 | +23.3% | 9,874 | +19.4% | 0.07% | +4.3% |
| IRM | New | IRON MTN INC NEW | $645,000 | – | 24,070 | +100.0% | 0.07% | – |
| ROKU | Buy | ROKU INC | $639,000 | +145.8% | 3,387 | +51.9% | 0.07% | +109.1% |
| UCON | Buy | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $638,000 | +5.1% | 24,335 | +3.1% | 0.07% | -11.7% |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $623,000 | – | 3,740 | +100.0% | 0.07% | – |
| PEP | Sell | PEPSICO INC | $611,000 | -80.9% | 4,411 | -81.8% | 0.07% | -83.7% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $610,000 | +27.3% | 4,193 | +12.0% | 0.06% | +8.3% |
| PFE | Sell | PFIZER INC | $608,000 | -88.9% | 16,574 | -90.1% | 0.06% | -90.6% |
| NAC | NUVEEN CA QUALTY MUN INCOME | $603,000 | +2.0% | 41,433 | 0.0% | 0.06% | -12.2% | |
| SO | Sell | SOUTHERN CO | $596,000 | -21.3% | 10,984 | -24.7% | 0.06% | -32.6% |
| JNK | Buy | SPDR SER TRbloomberg brclys | $592,000 | +7.4% | 5,682 | +4.3% | 0.06% | -7.2% |
| ABT | Sell | ABBOTT LABS | $591,000 | -16.9% | 5,427 | -30.2% | 0.06% | -30.0% |
| AMCR | New | AMCOR PLCord | $569,000 | – | 51,525 | +100.0% | 0.06% | – |
| LLY | Sell | LILLY ELI & CO | $572,000 | -50.6% | 3,865 | -45.2% | 0.06% | -58.2% |
| TGT | Sell | TARGET CORP | $573,000 | +20.6% | 3,639 | -8.1% | 0.06% | +1.7% |
| DUK | New | DUKE ENERGY CORP NEW | $505,000 | – | 5,706 | +100.0% | 0.05% | – |
| MRK | Buy | MERCK & CO. INC | $483,000 | +26.1% | 5,822 | +17.6% | 0.05% | +8.3% |
| RACE | Buy | FERRARI N V | $475,000 | +21.8% | 2,582 | +13.2% | 0.05% | +4.1% |
| ALL | Sell | ALLSTATE CORP | $478,000 | -64.9% | 5,076 | -63.9% | 0.05% | -70.3% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $462,000 | -12.2% | 1,482 | -21.5% | 0.05% | -24.2% |
| EMHY | Sell | ISHARES INCjp mrgn em hi bd | $455,000 | -1.3% | 10,431 | -2.6% | 0.05% | -15.5% |
| SBAC | Buy | SBA COMMUNICATIONS CORP NEWcl a | $455,000 | +25.7% | 1,428 | +17.4% | 0.05% | +6.5% |
| PSA | Buy | PUBLIC STORAGE | $453,000 | +16.2% | 2,034 | +0.2% | 0.05% | 0.0% |
| BHK | New | BLACKROCK CORE BD TR | $456,000 | – | 29,094 | +100.0% | 0.05% | – |
| GIS | Buy | GENERAL MLS INC | $444,000 | +6.2% | 7,193 | +6.0% | 0.05% | -9.4% |
| LUV | Sell | SOUTHWEST AIRLS CO | $442,000 | -57.7% | 11,783 | -61.5% | 0.05% | -64.4% |
| IWF | ISHARES TRrus 1000 grw etf | $440,000 | +12.8% | 2,030 | 0.0% | 0.05% | -4.1% | |
| SCHR | Sell | SCHWAB STRATEGIC TRintrm trm tres | $437,000 | -8.6% | 7,450 | -8.5% | 0.05% | -21.7% |
| VFC | V F CORP | $436,000 | +15.3% | 6,200 | 0.0% | 0.05% | -2.1% | |
| NEM | Buy | NEWMONT CORP | $426,000 | +4.4% | 6,712 | +1.6% | 0.05% | -9.8% |
| KR | New | KROGER CO | $433,000 | – | 12,755 | +100.0% | 0.05% | – |
| NLOK | New | NORTONLIFELOCK INC | $417,000 | – | 20,033 | +100.0% | 0.04% | – |
| KMI | Sell | KINDER MORGAN INC DEL | $422,000 | -20.4% | 34,192 | -2.2% | 0.04% | -32.8% |
| PPL | Buy | PPL CORP | $418,000 | +15.5% | 15,359 | +9.8% | 0.04% | -2.2% |
| MBB | Buy | ISHARES TRmbs etf | $380,000 | +21.8% | 3,441 | +22.1% | 0.04% | +5.1% |
| AXP | Sell | AMERICAN EXPRESS CO | $381,000 | -35.3% | 3,804 | -38.5% | 0.04% | -44.6% |
| WU | Sell | WESTERN UN CO | $386,000 | -7.9% | 18,027 | -7.1% | 0.04% | -22.6% |
| VEEV | Buy | VEEVA SYS INC | $371,000 | +64.2% | 1,320 | +36.6% | 0.04% | +42.9% |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $362,000 | – | 770 | +100.0% | 0.04% | – |
| CVS | Sell | CVS HEALTH CORP | $363,000 | -69.4% | 6,214 | -65.9% | 0.04% | -73.8% |
| ARKK | New | ARK ETF TRinnovation etf | $359,000 | – | 3,900 | +100.0% | 0.04% | – |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $363,000 | -50.8% | 4,810 | -54.8% | 0.04% | -58.1% |
| PLAN | New | ANAPLAN INC | $357,000 | – | 5,706 | +100.0% | 0.04% | – |
| CBSH | Sell | COMMERCE BANCSHARES INC | $343,000 | -5.5% | 6,095 | -0.1% | 0.04% | -19.6% |
| DOCU | Sell | DOCUSIGN INC | $341,000 | +1.5% | 1,584 | -18.9% | 0.04% | -11.9% |
| NOW | Buy | SERVICENOW INC | $349,000 | +21.6% | 719 | +1.6% | 0.04% | +2.8% |
| ETV | Buy | EATON VANCE TX MNG BY WRT OP | $331,000 | -0.9% | 23,947 | +1.2% | 0.04% | -14.3% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $336,000 | +59.2% | 3,273 | +63.6% | 0.04% | +33.3% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $333,000 | -24.5% | 982 | -27.8% | 0.04% | -35.7% |
| SITM | New | SITIME CORP | $328,000 | – | 3,900 | +100.0% | 0.04% | – |
| SSO | Buy | PROSHARES TR | $326,000 | -11.4% | 4,440 | +50.9% | 0.04% | -23.9% |
| MELI | New | MERCADOLIBRE INC | $325,000 | – | 300 | +100.0% | 0.04% | – |
| XSLV | Buy | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $324,000 | +1.9% | 9,767 | +4.1% | 0.04% | -12.5% |
| NIO | New | NIO INCspon ads | $324,000 | – | 15,248 | +100.0% | 0.04% | – |
| IDLV | Sell | INVESCO EXCH TRADED FD TR IIs&p intl low | $322,000 | -0.9% | 11,311 | -3.8% | 0.04% | -14.6% |
| WORK | Sell | SLACK TECHNOLOGIES INC | $326,000 | -57.5% | 12,122 | -50.8% | 0.04% | -63.9% |
| AMZN | New | AMAZON COM INCcall | $315,000 | – | 100 | +100.0% | 0.03% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $305,000 | – | 1,795 | +100.0% | 0.03% | – |
| WYNN | Buy | WYNN RESORTS LTD | $307,000 | +9.3% | 4,271 | +13.1% | 0.03% | -5.7% |
| RDNT | RADNET INC | $307,000 | -3.2% | 20,000 | 0.0% | 0.03% | -17.5% | |
| BEN | New | FRANKLIN RESOURCES INC | $305,000 | – | 14,997 | +100.0% | 0.03% | – |
| PFG | New | PRINCIPAL FINANCIAL GROUP IN | $302,000 | – | 7,495 | +100.0% | 0.03% | – |
| UNH | Buy | UNITEDHEALTH GROUP INC | $299,000 | +37.2% | 959 | +29.8% | 0.03% | +18.5% |
| SRE | Sell | SEMPRA ENERGY | $290,000 | -13.2% | 2,449 | -14.0% | 0.03% | -26.2% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $277,000 | -9.8% | 1,663 | -9.3% | 0.03% | -23.1% |
| RNG | Sell | RINGCENTRAL INCcl a | $275,000 | -49.3% | 1,001 | -47.3% | 0.03% | -55.9% |
| IWR | Sell | ISHARES TRrus mid cap etf | $280,000 | +0.4% | 4,886 | -6.1% | 0.03% | -14.3% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $284,000 | +10.9% | 2,470 | -2.1% | 0.03% | -6.2% |
| MGM | Buy | MGM RESORTS INTERNATIONAL | $269,000 | +58.2% | 12,370 | +22.0% | 0.03% | +38.1% |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $271,000 | – | 3,348 | +100.0% | 0.03% | – |
| EELV | Sell | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $259,000 | +2.4% | 12,888 | -1.0% | 0.03% | -12.5% |
| NVTA | New | INVITAE CORP | $260,000 | – | 6,009 | +100.0% | 0.03% | – |
| BLK | New | BLACKROCK INC | $259,000 | – | 459 | +100.0% | 0.03% | – |
| ORCL | Sell | ORACLE CORP | $263,000 | -69.3% | 4,408 | -71.6% | 0.03% | -74.1% |
| EFT | Sell | EATON VANCE FLTING RATE INC | $258,000 | +3.6% | 21,713 | -0.7% | 0.03% | -9.7% |
| TTD | THE TRADE DESK INCput | $259,000 | +27.6% | 500 | 0.0% | 0.03% | +7.7% | |
| TEL | New | TE CONNECTIVITY LTD | $253,000 | – | 2,586 | +100.0% | 0.03% | – |
| FTSM | New | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $254,000 | – | 4,230 | +100.0% | 0.03% | – |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $242,000 | -12.6% | 7,696 | -17.4% | 0.03% | -25.7% |
| GLD | New | SPDR GOLD TR | $241,000 | – | 1,358 | +100.0% | 0.03% | – |
| ROST | Sell | ROSS STORES INC | $243,000 | +3.8% | 2,606 | -5.1% | 0.03% | -10.3% |
| USB | Sell | US BANCORP DEL | $244,000 | -23.0% | 6,800 | -20.9% | 0.03% | -35.0% |
| PTY | Buy | PIMCO CORPORATE & INCOME OPP | $242,000 | +13.6% | 14,984 | +9.3% | 0.03% | -3.7% |
| WMB | New | WILLIAMS COS INC | $239,000 | – | 12,144 | +100.0% | 0.03% | – |
| PANW | New | PALO ALTO NETWORKS INCput | $245,000 | – | 1,000 | +100.0% | 0.03% | – |
| IWD | Buy | ISHARES TRrus 1000 val etf | $238,000 | +16.1% | 2,012 | +10.4% | 0.03% | 0.0% |
| PH | Buy | PARKER-HANNIFIN CORP | $229,000 | +10.6% | 1,133 | +0.2% | 0.02% | -3.8% |
| CMA | New | COMERICA INC | $227,000 | – | 5,928 | +100.0% | 0.02% | – |
| OKTA | New | OKTA INCput | $214,000 | – | 1,000 | +100.0% | 0.02% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $212,000 | – | 1,228 | +100.0% | 0.02% | – |
| UBER | New | UBER TECHNOLOGIES INC | $213,000 | – | 5,830 | +100.0% | 0.02% | – |
| SPCE | New | VIRGIN GALACTIC HOLDINGS INC | $213,000 | – | 11,071 | +100.0% | 0.02% | – |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $213,000 | -5.8% | 5,665 | +2.3% | 0.02% | -17.9% |
| AOK | New | ISHARES TRconser alloc etf | $217,000 | – | 5,845 | +100.0% | 0.02% | – |
| TSLA | New | TESLA INCcall | $215,000 | – | 500 | +100.0% | 0.02% | – |
| OKE | New | ONEOK INC NEW | $208,000 | – | 8,003 | +100.0% | 0.02% | – |
| DOYU | New | DOUYU INTERNATIONAL HLDNGS Lsponsored ads | $204,000 | – | 15,423 | +100.0% | 0.02% | – |
| KKR | New | KKR & CO INC | $205,000 | – | 5,979 | +100.0% | 0.02% | – |
| TTD | Buy | THE TRADE DESK INC | $203,000 | +51.5% | 391 | +18.5% | 0.02% | +29.4% |
| GS | New | GOLDMAN SACHS GROUP INCput | $201,000 | – | 1,000 | +100.0% | 0.02% | – |
| UN | New | UNILEVER N V | $200,000 | – | 3,304 | +100.0% | 0.02% | – |
| EVM | EATON VANCE CALIF MUN BD FD | $196,000 | +2.1% | 17,244 | 0.0% | 0.02% | -12.5% | |
| MUC | BLACKROCK MUNIHLDNGS CALI QL | $184,000 | -1.1% | 13,145 | 0.0% | 0.02% | -13.0% | |
| CHWY | Sell | CHEWY INCcl a | $176,000 | +12.8% | 3,201 | -8.6% | 0.02% | -5.0% |
| MSFT | MICROSOFT CORPcall | $168,000 | +3.1% | 800 | 0.0% | 0.02% | -14.3% | |
| BFZ | BLACKROCK CALIF MUN INCOME Tsh ben int | $138,000 | +0.7% | 10,433 | 0.0% | 0.02% | -11.8% | |
| WMT | WALMART INCput | $140,000 | +16.7% | 1,000 | 0.0% | 0.02% | 0.0% | |
| PBCT | Sell | PEOPLES UNITED FINANCIAL INC | $134,000 | -49.8% | 13,008 | -43.7% | 0.01% | -58.8% |
| NWBI | New | NORTHWEST BANCSHARES INC MD | $133,000 | – | 14,417 | +100.0% | 0.01% | – |
| IBM | INTERNATIONAL BUSINESS MACHSput | $122,000 | +0.8% | 1,000 | 0.0% | 0.01% | -13.3% | |
| KO | New | COCA COLA COput | $123,000 | – | 2,500 | +100.0% | 0.01% | – |
| IBM | INTERNATIONAL BUSINESS MACHScall | $122,000 | +0.8% | 1,000 | 0.0% | 0.01% | -13.3% | |
| QQQ | Buy | INVESCO QQQ TRcall | $111,000 | +344.0% | 400 | +300.0% | 0.01% | +300.0% |
| GE | Buy | GENERAL ELECTRIC CO | $116,000 | -0.9% | 18,621 | +8.8% | 0.01% | -20.0% |
| CHWY | Buy | CHEWY INCput | $110,000 | +144.4% | 2,000 | +100.0% | 0.01% | +100.0% |
| AAPL | Buy | APPLE INCput | $116,000 | +222.2% | 1,000 | +900.0% | 0.01% | +140.0% |
| F | Sell | FORD MTR CO DEL | $106,000 | 0.0% | 15,969 | -8.3% | 0.01% | -15.4% |
| COTY | Buy | COTY INC | $107,000 | +16.3% | 39,780 | +94.1% | 0.01% | -8.3% |
| ADBE | New | ADOBE SYSTEMS INCORPORATEDcall | $98,000 | – | 200 | +100.0% | 0.01% | – |
| HL | Sell | HECLA MNG CO | $94,000 | +42.4% | 18,571 | -8.6% | 0.01% | +25.0% |
| ROKU | New | ROKU INCput | $94,000 | – | 500 | +100.0% | 0.01% | – |
| ABBV | New | ABBVIE INCput | $88,000 | – | 1,000 | +100.0% | 0.01% | – |
| SIRI | SIRIUS XM HOLDINGS INC | $84,000 | -8.7% | 15,694 | 0.0% | 0.01% | -25.0% | |
| AAPL | Buy | APPLE INCcall | $81,000 | +125.0% | 700 | +600.0% | 0.01% | +80.0% |
| PANW | New | PALO ALTO NETWORKS INC | $70,000 | – | 284 | +100.0% | 0.01% | – |
| LULU | New | LULULEMON ATHLETICA INCcall | $66,000 | – | 200 | +100.0% | 0.01% | – |
| SBUX | New | STARBUCKS CORPcall | $52,000 | – | 600 | +100.0% | 0.01% | – |
| IMGN | IMMUNOGEN INC | $58,000 | -21.6% | 16,000 | 0.0% | 0.01% | -33.3% | |
| MS | MORGAN STANLEYcall | $48,000 | 0.0% | 1,000 | 0.0% | 0.01% | -16.7% | |
| MS | MORGAN STANLEYput | $48,000 | 0.0% | 1,000 | 0.0% | 0.01% | -16.7% | |
| AXP | New | AMERICAN EXPRESS COcall | $40,000 | – | 400 | +100.0% | 0.00% | – |
| CHWY | New | CHEWY INCcall | $33,000 | – | 600 | +100.0% | 0.00% | – |
| AMAT | New | APPLIED MATLS INCput | $30,000 | – | 500 | +100.0% | 0.00% | – |
| CRM | New | SALESFORCE COM INCcall | $25,000 | – | 100 | +100.0% | 0.00% | – |
| SPOT | New | SPOTIFY TECHNOLOGY S Acall | $24,000 | – | 100 | +100.0% | 0.00% | – |
| AMD | Buy | ADVANCED MICRO DEVICES INCcall | $25,000 | +127.3% | 300 | +50.0% | 0.00% | +200.0% |
| HEXO | New | HEXO CORP | $16,000 | – | 25,000 | +100.0% | 0.00% | – |
| V | VISA INCcall | $20,000 | +5.3% | 100 | 0.0% | 0.00% | 0.0% | |
| LUV | New | SOUTHWEST AIRLS COcall | $15,000 | – | 400 | +100.0% | 0.00% | – |
| SPCE | New | VIRGIN GALACTIC HOLDINGS INCcall | $12,000 | – | 600 | +100.0% | 0.00% | – |
| NIO | New | NIO INCcall | $11,000 | – | 500 | +100.0% | 0.00% | – |
| TTD | THE TRADE DESK INCcall | $0 | – | 500 | 0.0% | 0.00% | – | |
| TMUSR | Exit | T-MOBILE US INCright 07/27/2020 | $0 | – | -34,751 | -100.0% | -0.00% | – |
| CRCQQ | Exit | CALIFORNIA RES CORP | $0 | – | -15,501 | -100.0% | -0.00% | – |
| JPM | Exit | JPMORGAN CHASE & COcall | $0 | – | -200 | -100.0% | -0.00% | – |
| ORCL | Exit | ORACLE CORPcall | $0 | – | -400 | -100.0% | -0.00% | – |
| PFE | Exit | PFIZER INCcall | $0 | – | -700 | -100.0% | -0.00% | – |
| ROKU | Exit | ROKU INCcall | $0 | – | -200 | -100.0% | -0.00% | – |
| PXJ | Exit | INVESCO EXCHANGE TRADED FD Tdynmc oil gas | $0 | – | -14,582 | -100.0% | -0.00% | – |
| XOM | Exit | EXXON MOBIL CORPput | $0 | – | -1,000 | -100.0% | -0.01% | – |
| SPY | Exit | SPDR S&P 500 ETF TRcall | $0 | – | -200 | -100.0% | -0.01% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEcall | $0 | – | -300 | -100.0% | -0.01% | – |
| NVDA | Exit | NVIDIA CORPORATIONcall | $0 | – | -200 | -100.0% | -0.01% | – |
| CNXM | Exit | CNX MIDSTREAM PARTNERS LP | $0 | – | -11,630 | -100.0% | -0.01% | – |
| FB | Exit | FACEBOOK INCcall | $0 | – | -400 | -100.0% | -0.01% | – |
| GS | Exit | GOLDMAN SACHS GROUP INCcall | $0 | – | -500 | -100.0% | -0.01% | – |
| OMP | Exit | OASIS MIDSTREAM PARTNERS LP | $0 | – | -11,689 | -100.0% | -0.01% | – |
| BRMK | Exit | BROADMARK RLTY CAP INC | $0 | – | -16,829 | -100.0% | -0.02% | – |
| VGR | Exit | VECTOR GROUP LTD | $0 | – | -19,350 | -100.0% | -0.02% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -2,510 | -100.0% | -0.03% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -4,332 | -100.0% | -0.03% | – |
| WDC | Exit | WESTERN DIGITAL CORP. | $0 | – | -5,304 | -100.0% | -0.03% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -7,200 | -100.0% | -0.03% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -3,209 | -100.0% | -0.03% | – |
| JD | Exit | JD.COM INCspon adr cl a | $0 | – | -3,921 | -100.0% | -0.03% | – |
| LQDH | Exit | ISHARES U S ETF TRint rt hdg c b | $0 | – | -2,779 | -100.0% | -0.03% | – |
| DXCM | Exit | DEXCOM INC | $0 | – | -657 | -100.0% | -0.03% | – |
| CNP | Exit | CENTERPOINT ENERGY INC | $0 | – | -15,278 | -100.0% | -0.04% | – |
| MA | Exit | MASTERCARD INCORPORATEDput | $0 | – | -1,000 | -100.0% | -0.04% | – |
| IVZ | Exit | INVESCO LTD | $0 | – | -33,182 | -100.0% | -0.04% | – |
| EQR | Exit | EQUITY RESIDENTIALsh ben int | $0 | – | -6,658 | -100.0% | -0.05% | – |
| CPB | Exit | CAMPBELL SOUP CO | $0 | – | -7,922 | -100.0% | -0.05% | – |
| RE | Exit | EVEREST RE GROUP LTD | $0 | – | -1,934 | -100.0% | -0.05% | – |
| GRMN | Exit | GARMIN LTD | $0 | – | -4,470 | -100.0% | -0.06% | – |
| JCI | Exit | JOHNSON CTLS INTL PLC | $0 | – | -12,783 | -100.0% | -0.06% | – |
| PKG | Exit | PACKAGING CORP AMER | $0 | – | -4,342 | -100.0% | -0.06% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -8,246 | -100.0% | -0.06% | – |
| ED | Exit | CONSOLIDATED EDISON INC | $0 | – | -6,826 | -100.0% | -0.06% | – |
| PSX | Exit | PHILLIPS 66 | $0 | – | -7,006 | -100.0% | -0.06% | – |
| PLD | Exit | PROLOGIS INC. | $0 | – | -8,822 | -100.0% | -0.10% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -14,552 | -100.0% | -0.14% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -46,254 | -100.0% | -0.30% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -12,079 | -100.0% | -0.41% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 16 | Q3 2023 | 10.3% |
| ISHARES TR | 16 | Q3 2023 | 6.2% |
| AMAZON COM INC | 16 | Q3 2023 | 4.5% |
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 2.9% |
| MICROSOFT CORP | 16 | Q3 2023 | 3.1% |
| ISHARES TR | 16 | Q3 2023 | 5.9% |
| TESLA INC | 16 | Q3 2023 | 2.9% |
| ALPHABET INC | 16 | Q3 2023 | 2.7% |
| INVESCO QQQ TR | 16 | Q3 2023 | 5.5% |
| META PLATFORMS INC | 16 | Q3 2023 | 2.0% |
View SteelPeak Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-01-31 |
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.