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STEELPEAK WEALTH, LLC Top 13F Holdings - WhaleWisdom.com

1 week from now

Steelpeak Wealth is based out of Woodland Hills. Steelpeak Wealth is a hedge fund with 2043 clients and discretionary assets under management (AUM) of $2,511,439,029 (Form ADV from 2024-06-28). Their last reported 13F filing for Q3 2024 included $2,297,008,167 in managed …

whalewisdom.com

$2.30
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SteelPeak Wealth, LLC 13F Filings

1 week from now

SteelPeak Wealth, LLC reported 512 holdings with total value $2.30 B as of Q3 2024. Top holdings included AAPL, NVDA, IVV, AMZN, and MSFT ... SteelPeak Wealth, LLC 13F …

13f.info

$2.16
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SteelPeak Wealth, LLC Q2 2024 13F Top Portfolio Holdings

1 week from now

SteelPeak Wealth, LLC reported 538 holdings with total value $2.16 B as of Q2 2024. Top holdings included AAPL, NVDA, IVV, AMZN, and MSFT. SteelPeak Wealth, LLC Q2 2024 13F …

13f.info

$1.99
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SteelPeak Wealth, LLC Q1 2024 13F Top Portfolio Holdings

1 week from now

SteelPeak Wealth, LLC reported 473 holdings with total value $1.99 B as of Q1 2024. Top holdings included AAPL, IVV, AMZN, MSFT, and AMD. SteelPeak Wealth, LLC Q1 2024 13F …

13f.info

4%
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SteelPeak Wealth LLC Grows Holdings In Aflac Incorporated

1 week from now

October 30, 2024. SteelPeak Wealth LLC grew its holdings in Aflac Incorporated (NYSE:AFL - Free Report) by 39.4% in the third quarter, according to the company in its most recent Form …

marketbeat.com

4%
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Starbucks Co. (NASDAQ:SBUX) Shares Acquired By SteelPeak …

1 week from now

Oct 30, 2024 · SteelPeak Wealth LLC grew its position in shares of Starbucks Co. (NASDAQ:SBUX - Free Report) by 25.4% in the third quarter, according to its most recent 13F …

marketbeat.com

0%
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SteelPeak Wealth LLC Boosts Position In Pfizer Inc. (NYSE:PFE)

1 week from now

Oct 30, 2024 · SteelPeak Wealth LLC boosted its holdings in Pfizer Inc. (NYSE:PFE - Free Report) by 237.0% in the 3rd quarter, according to the company in its most recent 13F filing …

marketbeat.com

73%
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SteelPeak Wealth, Latest Trades, 13F, 13D/G - GuruFocus.com

1 week from now

Detailed information regarding SteelPeak Wealth LLC's latest trades and stock picks. The SEC filings include 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports. Current Holdings: 535Stocks(82 new) Top holdings: AAPL(7.73%) NVDA(4.51%) IVV(3.53%) AMZN(3.26%) MSFT(3.21%) Last update: 2024-07-17 ...

gurufocus.com

$1
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Steel Peak Wealth Management LLC - AUM 13F

1 week from now

Steel Peak Wealth Management LLC CRD # 165168: SEC # 801-77132: CIK # 0001801868: AUM: $1.9 BB (2023-03-22) Employees

aum13f.com

$2.30
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SteelPeak Wealth, LLC Q3 2024 13F Top Portfolio Holdings

1 week from now

SteelPeak Wealth, LLC reported 512 holdings with total value $2.30 B as of Q3 2024. Top holdings included AAPL, NVDA, IVV, AMZN, and MSFT. SteelPeak Wealth, LLC Q3 2024 13F …

13f.info