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CIK: 0001801868
Total reported value
$3.9B
$3.9B
480 檔
14.9%
The Q4 2024 SEC filing reveals that SteelPeak Wealth, LLC held a total portfolio value of $3.9B, covering 480 public equity positions.
SteelPeak Wealth, LLC executed strategic sector rebalancing during Q4 2024, establishing 8 new positions while fully exiting 4 holdings and trimming 20 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, IVV) accounted for 14.9% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 480 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.13% | -0.69% | +3.78% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.51% | +0.03% | +1.19% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.33% | +0.99% | +5.17% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.30% | -0.37% | +1.11% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.03% | +0.13% | +693.03% | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.60% | -0.80% | -22.91% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.44% | -0.49% | +2.64% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.41% | -0.29% | -5.28% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.34% | -0.16% | +22.99% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.24% | +0.10% | +3.92% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.22% | -0.15% | -21.77% | |
| 12 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 2.16% | +0.01% | — | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.81% | +0.16% | +11.09% | |
| 14 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.57% | +0.07% | NEW | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.52% | +0.42% | -13.41% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 1.48% | -0.85% | -3.86% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.24% | — | -3.97% | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 1.18% | +0.56% | -5.10% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 1.13% | +0.24% | +42.94% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.12% | -0.37% | +2.57% | |
| 21 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.09% | — | -3.16% | |
| 22 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.95% | -0.39% | +62.70% | |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.85% | -0.16% | +14.01% | |
| 24 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.82% | +0.37% | -23.13% | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.82% | — | +8.41% | |
| 26 | MRVL | Marvell Technology Inc | Stock-Tech | 0.81% | +0.36% | -8.46% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.78% | -0.49% | -6.75% | |
| 28 | ASTH | Astrana Health Inc | Stock-Other | 0.69% | +0.14% | -20.29% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | +0.03% | -11.83% | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.66% | +0.31% | -40.23% | |
| 31 | MBB | Ishares Mbs ETF | ETF-Other | 0.66% | -0.04% | +25.24% | |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.66% | -0.14% | +10.31% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.65% | — | +22.48% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.62% | -0.30% | +3.65% | |
| 35 | INTU | Intuit Inc | Stock-Tech | 0.60% | +0.20% | -9.49% | |
| 36 | ADP | Automatic Data Processing | Stock-Tech | 0.60% | — | +3944.05% | |
| 37 | TXN | Texas Instruments Inc | Stock-Tech | 0.57% | +0.39% | -26.72% | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.56% | -0.21% | -28.59% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | -0.26% | -21.19% | |
| 40 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.49% | +0.01% | NEW | |
| 41 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.48% | -0.09% | — | |
| 42 | LIN | Linde plc | Stock-Materials | 0.48% | -0.34% | +49.05% | |
| 43 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.47% | — | -5.48% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | +0.06% | -8.51% | |
| 45 | T | At&t Inc | Stock-Comm Services | 0.44% | -0.05% | -14.40% | |
| 46 | AMAT | Applied Materials Inc | Stock-Tech | 0.44% | +0.54% | -53.65% | |
| 47 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.44% | -0.17% | -0.29% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.43% | -0.04% | +56.69% | |
| 49 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.43% | — | +5.12% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.42% | +0.02% | -7.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +2.6% | +693.03% | Add |
| 2 | FTEC | Fidelity Msci Info Tech Indx | +2.2% | NEW | New buy |
| 3 | IGM | Ishares Expanded Tech Sector | +1.5% | +3895.57% | Add |
| 4 | ADP | Automatic Data Processing | +0.6% | +3944.05% | Add |
| 5 | RIO | Rio Tinto Plc-spon Adr | +0.5% | NEW | New buy |
| 6 | NFLX | Netflix Inc | +0.5% | +42.94% | Add |
| 7 | BMY | Bristol-myers Squibb Co | +0.4% | NEW | New buy |
| 8 | ISRG | Intuitive Surgical Inc | +0.4% | +62.70% | Add |
| 9 | VT | Vanguard Tot World Stk ETF | +0.4% | +2857.50% | Add |
| 10 | AAPL | Apple Inc | +0.4% | +3.78% | Add |
| 11 | META | Meta Platforms Inc-class A | +0.4% | +22.99% | Add |
| 12 | AMZN | Amazon.com Inc | +0.3% | +1.11% | Add |
| 13 | USB | US Bancorp | +0.3% | +1131.42% | Add |
| 14 | CMCSA | Comcast Corp-class A | +0.3% | +218.27% | Add |
| 15 | XLC | Ss Comm Select Sector Spdr | +0.3% | NEW | New buy |
| 16 | XLP | Ss Consumer Staples Sel Sect | +0.3% | +1455.48% | Add |
| 17 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.3% | +1089.41% | Add |
| 18 | VOO | Vanguard S&p 500 ETF | +0.3% | +255.79% | Add |
| 19 | TSLA | Tesla Inc | +0.3% | -22.91% | Trim |
| 20 | AGG | Ishares Core U.s. Aggregate | +0.3% | +529.81% | Add |
| 21 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | NEW | New buy |
| 22 | SCHV | Schwab US Large-cap Value | +0.2% | NEW | New buy |
| 23 | GILD | Gilead Sciences Inc | +0.2% | NEW | New buy |
| 24 | NVDA | Nvidia CORP | +0.2% | +1.19% | Add |
| 25 | MRVL | Marvell Technology Inc | +0.2% | -8.46% | Trim |
| 26 | XMMO | Invesco S&p Midcap Momentum | +0.2% | NEW | New buy |
| 27 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +11.09% | Add |
| 28 | AVGO | Broadcom Inc | +0.1% | -13.41% | Trim |
| 29 | IVV | Ishares Core S&p 500 ETF | 0% | +5.17% | Add |
| 30 | VLO | Valero Energy CORP | -0.2% | -80.81% | Trim |
| 31 | CVX | Chevron CORP | -0.2% | -41.23% | Trim |
| 32 | ACWI | Ishares Msci Acwi ETF | -0.3% | EXIT | Sold out |
| 33 | SO | Southern Co/the | -0.3% | -60.00% | Trim |
| 34 | SPGP | Invesco S&p 500 Garp ETF | -0.3% | -87.05% | Trim |
| 35 | NEE | Nextera Energy Inc | -0.3% | EXIT | Sold out |
| 36 | KO | Coca-cola Co/the | -0.3% | -44.35% | Trim |
| 37 | HON | Honeywell International Inc | -0.3% | -45.99% | Trim |
| 38 | COST | Costco Wholesale CORP | -0.4% | -48.75% | Trim |
| 39 | TXN | Texas Instruments Inc | -0.4% | -26.72% | Trim |
| 40 | VZ | Verizon Communications Inc | -0.4% | -28.59% | Trim |
| 41 | VRTX | Vertex Pharmaceuticals Inc | -0.4% | EXIT | Sold out |
| 42 | KLAC | Kla CORP | -0.4% | EXIT | Sold out |
| 43 | VTV | Vanguard Value ETF | -0.4% | -71.59% | Trim |
| 44 | GOOGL | Alphabet Inc-cl A | -0.5% | -21.77% | Trim |
| 45 | AMD | Advanced Micro Devices | -0.6% | -5.10% | Trim |
| 46 | QCOM | Qualcomm Inc | -0.7% | -60.85% | Trim |
| 47 | AMAT | Applied Materials Inc | -0.8% | -53.65% | Trim |
| 48 | AMGN | Amgen Inc | -0.8% | -40.23% | Trim |
| 49 | ASTH | Astrana Health Inc | -1% | -20.29% | Trim |
| 50 | VGT | Vanguard Info Tech ETF | -1.2% | -74.12% | Trim |
According to official SEC Form 13F filings, SteelPeak Wealth, LLC reported a total U.S. public equity portfolio value of $3.9B across 480 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
FTEC
市值: $53.1M
Top Position Liquidated / Trimmed
KLAC
前期市值: $9.6M
During Q4 2024, SteelPeak Wealth, LLC's top holdings by market value included AAPL (9.1%)、NVDA (4.5%)、IVV (3.3%). The largest single position, AAPL, represented 9.1% of total portfolio value.
In Q4 2024, SteelPeak Wealth, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 18 positions, trimming 20 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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