Steelpeak Wealth, LLC Top Holdings and 13F Report (2025) About Steelpeak Wealth, LLCInvestment ActivitySteelpeak Wealth, LLC has $2.46 billion in total holdings as of December 31, 2024.Steelpeak Wealth, LLC owns shares of 480 different stocks, but just 83 companies or ETFs make up 80% of its holdings.Approximately 20.50% of the portfolio was purchased this quarter.About 15.62% of the portfolio was sold this quarter.This quarter, Steelpeak Wealth, LLC has purchased 454 new stocks and bought additional shares in 179 stocks.Steelpeak Wealth, LLC sold shares of 175 stocks and completely divested from 71 stocks this quarter.Largest Holdings Apple $224,900,516NVIDIA $111,046,206iShares Core S&P 500 ETF $81,911,273Amazon.com $81,262,495Vanguard Total Stock Market ETF $74,670,893 Largest New Holdings this Quarter Fidelity MSCI Information Technology Index ETF $53,085,334 HoldingRio Tinto Group $11,809,989 HoldingBristol-Myers Squibb $10,208,471 HoldingCommunication Services Select Sector SPDR Fund $7,345,027 HoldingiShares MSCI USA Momentum Factor ETF $5,434,418 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 225,165 shares (about $65.25M)Fidelity MSCI Information Technology Index ETF 287,134 shares (about $53.09M)iShares Expanded Tech Sector ETF 369,690 shares (about $37.74M)Automatic Data Processing 48,709 shares (about $14.33M)Rio Tinto Group 200,816 shares (about $11.81M) Largest Sales this Quarter Vanguard Information Technology ETF 46,754 shares (about $29.07M)Tesla 47,102 shares (about $19.02M)Alphabet 80,509 shares (about $15.24M)QUALCOMM 90,099 shares (about $13.84M)Applied Materials 76,339 shares (about $12.42M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSteelpeak Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$224,900,516$8,185,231 ▲3.8%898,0939.1%Computer and TechnologyNVDANVIDIA$111,046,206$1,304,359 ▲1.2%826,9134.5%Computer and TechnologyIVViShares Core S&P 500 ETF$81,911,273$4,025,982 ▲5.2%139,1443.3%ETFAMZNAmazon.com$81,262,495$895,331 ▲1.1%370,4023.3%Retail/WholesaleVTIVanguard Total Stock Market ETF$74,670,893$65,254,979 ▲693.0%257,6553.0%ETFTSLATesla$63,998,121$19,021,666 ▼-22.9%158,4742.6%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$60,164,229$1,549,876 ▲2.6%102,3652.4%FinanceMSFTMicrosoft$59,414,762$3,313,840 ▼-5.3%140,9602.4%Computer and TechnologyMETAMeta Platforms$57,516,040$10,752,347 ▲23.0%98,2322.3%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$55,204,143$2,083,765 ▲3.9%1,221,3312.2%ManufacturingGOOGLAlphabet$54,778,665$15,240,347 ▼-21.8%289,3752.2%Computer and TechnologyFTECFidelity MSCI Information Technology Index ETF$53,085,334$53,085,334 ▲New Holding287,1342.2%ETFQQQInvesco QQQ$44,590,212$4,449,768 ▲11.1%87,2211.8%FinanceIGMiShares Expanded Tech Sector ETF$38,710,495$37,741,661 ▲3,895.6%379,1801.6%ETFAVGOBroadcom$37,506,185$5,808,525 ▼-13.4%161,7761.5%Computer and TechnologyCSCOCisco Systems$36,437,197$1,462,714 ▼-3.9%615,4931.5%Computer and TechnologyIVWiShares S&P 500 Growth ETF$30,477,199$1,259,379 ▼-4.0%300,1791.2%ETFAMDAdvanced Micro Devices$29,036,105$1,559,399 ▼-5.1%240,3851.2%Computer and TechnologyNFLXNetflix$27,874,251$8,373,060 ▲42.9%31,2731.1%Consumer DiscretionaryQUALiShares MSCI USA Quality Factor ETF$27,701,255$693,266 ▲2.6%155,5551.1%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$26,803,798$873,402 ▼-3.2%523,0011.1%ETFISRGIntuitive Surgical$23,413,560$9,023,123 ▲62.7%44,8571.0%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$20,993,564$2,579,557 ▲14.0%49,2050.9%FinanceTMUST-Mobile US$20,293,285$6,107,608 ▼-23.1%91,9370.8%Computer and TechnologyEFGiShares MSCI EAFE Growth ETF$20,170,466$1,564,095 ▲8.4%208,3080.8%ETFMRVLMarvell Technology$20,069,480$1,855,233 ▼-8.5%181,7060.8%Computer and TechnologyEFViShares MSCI EAFE Value ETF$19,317,954$1,398,642 ▼-6.8%368,1710.8%ETFAMEHApollo Medical$17,088,756$4,351,140 ▼-20.3%541,9840.7%MedicalGOOGAlphabet$16,732,215$2,243,950 ▼-11.8%87,8610.7%Computer and TechnologyAMGNAmgen$16,290,062$10,965,688 ▼-40.2%62,5000.7%MedicalMBBiShares MBS ETF$16,269,610$3,278,566 ▲25.2%177,4610.7%ETFSPYVSPDR Portfolio S&P 500 Value ETF$16,203,352$1,514,511 ▲10.3%316,8430.7%ETFIWMiShares Russell 2000 ETF$16,060,549$2,948,061 ▲22.5%72,6850.7%FinanceIVEiShares S&P 500 Value ETF$15,235,202$536,179 ▲3.6%79,8160.6%ETFINTUIntuit$14,711,928$1,542,339 ▼-9.5%23,4080.6%Computer and TechnologyADPAutomatic Data Processing$14,696,208$14,332,805 ▲3,944.0%49,9440.6%Business ServicesTXNTexas Instruments$14,063,125$5,126,734 ▼-26.7%74,9990.6%Computer and TechnologyVZVerizon Communications$13,799,275$5,524,821 ▼-28.6%345,0680.6%Computer and TechnologyJPMJPMorgan Chase & Co.$12,895,484$3,468,136 ▼-21.2%53,7960.5%FinanceCMCSAComcast$11,975,110$8,212,540 ▲218.3%319,0810.5%Consumer DiscretionaryRIORio Tinto Group$11,809,989$11,809,989 ▲New Holding200,8160.5%Basic MaterialsLINDE PLC$11,712,712$3,854,276 ▲49.0%27,9760.5%SHSIYWiShares U.S. Technology ETF$11,528,583$668,872 ▼-5.5%72,2700.5%ManufacturingPGProcter & Gamble$11,341,612$1,055,517 ▼-8.5%67,6510.5%Consumer StaplesTAT&T$10,793,937$1,815,589 ▼-14.4%474,0420.4%Computer and TechnologyAMATApplied Materials$10,727,960$12,415,095 ▼-53.6%65,9650.4%Computer and TechnologyBINCiShares Flexible Income Active ETF$10,715,643$31,524 ▼-0.3%205,9910.4%ETFIBMInternational Business Machines$10,616,738$3,841,107 ▲56.7%48,2950.4%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$10,541,326$513,634 ▲5.1%190,1050.4%ManufacturingJNJJohnson & Johnson$10,400,400$852,973 ▼-7.6%71,9150.4%MedicalBMYBristol-Myers Squibb$10,208,471$10,208,471 ▲New Holding180,4890.4%MedicalVGTVanguard Information Technology ETF$10,149,098$29,071,862 ▼-74.1%16,3220.4%ETFADBEAdobe$9,799,414$864,458 ▼-8.1%22,0370.4%Computer and TechnologyISDPGIM High Yield Bond Fund$9,635,150$632,420 ▲7.0%698,9680.4%Financial ServicesVOOVanguard S&P 500 ETF$9,608,305$6,907,720 ▲255.8%17,8320.4%ETFXLKTechnology Select Sector SPDR Fund$9,496,112$1,632,755 ▲20.8%40,8400.4%ETFVTVanguard Total World Stock ETF$9,189,991$8,879,256 ▲2,857.5%78,2260.4%ETFHONHoneywell International$8,971,537$7,638,095 ▼-46.0%39,7160.4%Multi-Sector ConglomeratesQCOMQUALCOMM$8,905,164$13,840,956 ▼-60.8%57,9690.4%Computer and TechnologyPMPhilip Morris International$8,733,701$34,201 ▼-0.4%71,7570.4%Consumer StaplesUSBU.S. Bancorp$8,713,919$8,006,286 ▲1,131.4%180,2920.4%FinanceMOAltria Group$8,664,914$1,244,736 ▼-12.6%162,5590.4%Consumer StaplesCOSTCostco Wholesale$8,554,498$8,136,669 ▼-48.7%9,3360.3%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$8,486,369$3,184,727 ▲60.1%61,6880.3%ETFINTCIntel$8,288,572$3,458,666 ▲71.6%413,3950.3%Computer and TechnologyHDHome Depot$8,058,838$1,669,961 ▼-17.2%20,7170.3%Retail/WholesaleEFAiShares MSCI EAFE ETF$8,042,620$2,592,208 ▼-24.4%106,3700.3%FinanceTFLRT. Rowe Price Floating Rate ETF$7,905,835$4,177,218 ▲112.0%152,9530.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,739,597$6,510,711 ▲529.8%79,8720.3%FinanceVVisa$7,635,956$697,195 ▼-8.4%24,1610.3%Business ServicesXLPConsumer Staples Select Sector SPDR Fund$7,615,364$7,125,780 ▲1,455.5%96,8750.3%ETFTLTiShares 20+ Year Treasury Bond ETF$7,575,796$2,485,763 ▲48.8%86,7490.3%ETFXLUUtilities Select Sector SPDR Fund$7,531,641$6,898,416 ▲1,089.4%99,5060.3%ETFMCDMcDonald's$7,512,786$44,643 ▲0.6%25,9160.3%Retail/WholesaleXLCCommunication Services Select Sector SPDR Fund$7,345,027$7,345,027 ▲New Holding75,8710.3%ETFEEMiShares MSCI Emerging Markets ETF$7,106,568$1,630,648 ▼-18.7%169,9320.3%FinanceCVXChevron$6,778,027$4,755,931 ▼-41.2%46,7970.3%Oils/EnergyPEPPepsiCo$6,330,711$4,805,688 ▲315.1%41,2590.3%Consumer StaplesLMTLockheed Martin$6,330,089$2,249,986 ▲55.1%13,0260.3%AerospaceIEMGiShares Core MSCI Emerging Markets ETF$6,222,510$199,741 ▲3.3%119,1600.3%ETFBABoeing$6,108,649$3,529,394 ▲136.8%34,5120.2%AerospaceBXBlackstone$6,040,216$135,350 ▲2.3%35,0320.2%FinanceSCHWCharles Schwab$5,733,597$126,556 ▲2.3%77,4710.2%FinanceCRMSalesforce$5,715,613$219,239 ▼-3.7%17,0760.2%Computer and TechnologyGSThe Goldman Sachs Group$5,521,505$3,090,279 ▼-35.9%9,6430.2%FinanceMTUMiShares MSCI USA Momentum Factor ETF$5,434,418$5,434,418 ▲New Holding26,2630.2%ETFCATCaterpillar$5,409,718$1,024,411 ▼-15.9%14,9130.2%Industrial ProductsSCHVSchwab U.S. Large-Cap Value ETF$5,390,625$5,390,625 ▲New Holding206,7750.2%ETFKOCoca-Cola$5,287,849$4,213,743 ▼-44.3%84,9320.2%Consumer StaplesCRWDCrowdStrike$5,172,091$96,147 ▲1.9%15,1160.2%Computer and TechnologyBKNGBooking$5,023,108$785,016 ▼-13.5%1,0110.2%Retail/WholesaleGILDGilead Sciences$4,920,885$4,920,885 ▲New Holding53,2740.2%MedicalORealty Income$4,860,055$4,054,684 ▲503.5%90,9950.2%FinanceTFLOiShares Treasury Floating Rate Bond ETF$4,859,000$198,095 ▼-3.9%96,2750.2%ETFDEDeere & Company$4,746,570$2,171,258 ▲84.3%11,1600.2%Industrial ProductsXMMOInvesco S&P MidCap Momentum ETF$4,661,652$4,661,652 ▲New Holding37,7370.2%ETFBKBank of New York Mellon$4,636,998$4,392,525 ▲1,796.7%60,3540.2%FinanceSCHFSchwab International Equity ETF$4,583,046$4,026,122 ▲722.9%247,7320.2%ETFWMTWalmart$4,498,138$90,653 ▼-2.0%49,6690.2%Retail/WholesaleSHOPShopify$4,444,063$44,659 ▼-1.0%41,7950.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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