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Holdings

Steel Peak Wealth Management LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
Booking Holdings Inc. BKNGCOMMON STOCK0-3,0300-5,299,0000.000.00 Hist 12/31/2022
iSHARES TRUST IJSS&P SMLCP VALU0-46,4010-4,131,0000.000.00 Hist 12/31/2022
SELECT SECTOR SPDR TR RL EST SEL SEC XLRESTOCK0-53,9010-2,202,0000.000.00 Hist 12/31/2022
ASML HOLDING NV ASMLN Y REGISTRY SHS0-4,4760-2,130,0000.000.00 Hist 12/31/2022
QUEST DIAGNOSTICS INC DGXCommon0-15,2960-2,034,0000.000.00 Hist 12/31/2022
CHURCH & DWIGHT CO INC /DE/ CHDCommon0-18,4530-1,710,0000.000.00 Hist 12/31/2022
CMS ENERGY CORP CMSCommon0-23,7190-1,601,0000.000.00 Hist 12/31/2022
EOG RESOURCES INC EOGCommon0-13,7300-1,516,0000.000.00 Hist 12/31/2022
CINCINNATI FINANCIAL CORP CINFCommon0-12,5510-1,502,0000.000.00 Hist 12/31/2022
EBAY INC EBAYCommon0-34,4430-1,435,0000.000.00 Hist 12/31/2022
Gen Digital Inc. SYMCCommon0-65,2320-1,432,0000.000.00 Hist 12/31/2022
TWENTY-FIRST CENTURY FOX, INC. FOXACOM0-44,3960-1,428,0000.000.00 Hist 12/31/2022
iSHARES TRUST ESGECommon0-34,9340-1,129,0000.000.00 Hist 12/31/2022
HORTON D R INC /DE/ DHICommon0-15,2300-1,008,0000.000.00 Hist 12/31/2022
iSHARES TRUST IBBCALL0-8,2710-973,0000.000.00 Hist 12/31/2022
Liberty Broadband Corp LBRDKCOM SER C0-8,0650-933,0000.000.00 Hist 12/31/2022
Jefferies Financial Group Inc. JEFCommon0-31,6830-875,0000.000.00 Hist 12/31/2022
COCA-COLA EUROPACIFIC PARTNERS plc CCESHS0-16,8330-869,0000.000.00 Hist 12/31/2022
Horizon Therapeutics Public Ltd Co HZNPCommon Stock0-10,7840-860,0000.000.00 Hist 12/31/2022
Phillips 66 PSXCOM0-10,4130-854,0000.000.00 Hist 12/31/2022
MongoDB, Inc. MDBCOM0-3,0640-795,0000.000.00 Hist 12/31/2022
NOVARTIS AG NVSADR0-9,2710-784,0000.000.00 Hist 12/31/2022
Seagate Technology Holdings plc STXStock0-10,6310-767,0000.000.00 Hist 12/31/2022
VISTEON CORP VCCommon0-6,7640-701,0000.000.00 Hist 12/31/2022
Apple Inc. AAPLCall0-5,1000-697,0000.000.00 Hist 12/31/2022
TOYOTA MOTOR CORP/ TMCommon0-4,4550-687,0000.000.00 Hist 12/31/2022
BRUKER CORP BRKRCOM0-10,7810-677,0000.000.00 Hist 12/31/2022
Duke Energy CORP DUKCOM0-6,1140-655,0000.000.00 Hist 12/31/2022
BOX INC BOXCommon0-24,1580-607,0000.000.00 Hist 12/31/2022
MORGAN STANLEY MSCommon0-7,9070-601,0000.000.00 Hist 12/31/2022
PULTEGROUP INC/MI/ PHMCommon0-15,0500-599,0000.000.00 Hist 12/31/2022
iRhythm Technologies, Inc. IRTCCommon0-5,4810-592,0000.000.00 Hist 12/31/2022
ABB LTD ABBSP ADR0-21,9460-587,0000.000.00 Hist 12/31/2022
Allied Gaming & Entertainment Inc.  Common0-406,1260-581,0000.000.00 Hist 12/31/2022
JACOBS SOLUTIONS INC. JECCommon0-4,5350-577,0000.000.00 Hist 12/31/2022
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