$1.1 Billion is the total value of SteelPeak Wealth, LLC's 324 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VRCA | VERRICA PHARMACEUTICALS INC | $1,530,000 | +48.7% | 132,961 | 0.0% | 0.14% | +26.4% | |
| QLD | PROSHARES TR | $1,427,000 | +25.6% | 12,400 | 0.0% | 0.13% | +6.6% | |
| NAC | NUVEEN CA QUALTY MUN INCOME | $628,000 | +4.1% | 41,433 | 0.0% | 0.06% | -12.3% | |
| SSO | PROSHARES TR | $406,000 | +24.5% | 4,440 | 0.0% | 0.04% | +5.7% | |
| PLAN | ANAPLAN INC | $410,000 | +14.8% | 5,706 | 0.0% | 0.04% | -2.6% | |
| RDNT | RADNET INC | $391,000 | +27.4% | 20,000 | 0.0% | 0.04% | +9.1% | |
| EVM | EATON VANCE CALIF MUN BD FD | $203,000 | +3.6% | 17,244 | 0.0% | 0.02% | -14.3% | |
| MUC | BLACKROCK MUNIHLDNGS CALI QL | $197,000 | +7.1% | 13,145 | 0.0% | 0.02% | -10.0% | |
| BFZ | BLACKROCK CALIF MUN INCOME Tsh ben int | $148,000 | +7.2% | 10,433 | 0.0% | 0.01% | -13.3% | |
| ADBE | ADOBE SYSTEMS INCORPORATEDcall | $100,000 | +2.0% | 200 | 0.0% | 0.01% | -18.2% | |
| SIRI | SIRIUS XM HOLDINGS INC | $100,000 | +19.0% | 15,694 | 0.0% | 0.01% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-04
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.