Steelpeak Wealth, LLC Top Holdings and 13F Report (2025) About Steelpeak Wealth, LLCInvestment ActivitySteelpeak Wealth, LLC has $2.41 billion in total holdings as of March 31, 2025.Steelpeak Wealth, LLC owns shares of 486 different stocks, but just 90 companies or ETFs make up 80% of its holdings.Approximately 20.31% of the portfolio was purchased this quarter.About 17.11% of the portfolio was sold this quarter.This quarter, Steelpeak Wealth, LLC has purchased 480 new stocks and bought additional shares in 231 stocks.Steelpeak Wealth, LLC sold shares of 146 stocks and completely divested from 80 stocks this quarter.Largest Holdings Apple $187,163,557NVIDIA $84,332,290Amazon.com $77,254,057iShares Core S&P 500 ETF $65,723,462Microsoft $64,076,810 Largest New Holdings this Quarter 464288653 - iShares 10-20 Year Treasury Bond ETF $10,904,852 Holding464287101 - iShares S&P 100 ETF $7,431,479 Holding26875P101 - EOG Resources $6,531,905 Holding464288257 - iShares MSCI ACWI ETF $5,636,303 Holding718546104 - Phillips 66 $4,193,011 Holding Largest Purchases this Quarter Vanguard Information Technology ETF 56,819 shares (about $30.82M)PALANTIR TECHNOLOGIES INC 327,486 shares (about $27.64M)SPDR Portfolio S&P 500 Value ETF 401,472 shares (about $20.50M)Chevron 91,674 shares (about $15.34M)Alphabet 86,382 shares (about $13.36M) Largest Sales this Quarter Vanguard Total Stock Market ETF 220,624 shares (about $60.64M)iShares Expanded Tech Sector ETF 373,562 shares (about $33.87M)iShares Core S&P 500 ETF 22,178 shares (about $12.46M)Apple 55,507 shares (about $12.33M)Amgen 31,877 shares (about $9.93M) 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$187,163,557$12,329,765 ▼-6.2%842,5867.8%Computer and TechnologyNVDANVIDIA$84,332,290$5,297,148 ▼-5.9%778,0423.5%Computer and TechnologyAMZNAmazon.com$77,254,057$6,781,432 ▲9.6%406,0453.2%Retail/WholesaleIVViShares Core S&P 500 ETF$65,723,462$12,461,869 ▼-15.9%116,9662.7%ETFMSFTMicrosoft$64,076,810$11,161,844 ▲21.1%170,6942.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$63,608,469$6,211,530 ▲10.8%113,4432.6%FinanceIUSBiShares Core Total USD Bond Market ETF$61,582,458$5,303,531 ▲9.4%1,336,4252.6%ManufacturingGOOGLAlphabet$58,107,035$13,358,106 ▲29.9%375,7572.4%Computer and TechnologyMETAMeta Platforms$55,495,367$1,121,596 ▼-2.0%96,2862.3%Computer and TechnologyQQQInvesco QQQ$51,657,521$10,712,967 ▲26.2%110,0422.1%FinanceTSLATesla$45,262,481$4,192,425 ▲10.2%174,6511.9%Auto/Tires/TrucksCSCOCisco Systems$40,710,992$2,728,938 ▲7.2%659,7151.7%Computer and TechnologyVGTVanguard Information Technology ETF$39,669,955$30,817,287 ▲348.1%73,1411.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$36,684,359$20,503,182 ▲126.7%718,3151.5%ETFQUALiShares MSCI USA Quality Factor ETF$32,293,185$5,710,448 ▲21.5%188,9711.3%ETFPALANTIR TECHNOLOGIES INC$32,231,223$27,639,784 ▲602.0%381,8871.3%CL AAVGOBroadcom$31,127,710$4,041,588 ▲14.9%185,9151.3%Computer and TechnologyNFLXNetflix$29,865,810$703,120 ▲2.4%32,0271.2%Consumer DiscretionaryIVWiShares S&P 500 Growth ETF$29,674,499$1,808,885 ▲6.5%319,6651.2%ETFAMDAdvanced Micro Devices$27,086,619$2,389,428 ▲9.7%263,6421.1%Computer and TechnologyDYNFiShares U.S. Equity Factor Rotation Active ETF$26,972,385$1,470,846 ▲5.8%553,1661.1%ETFTMUST-Mobile US$24,930,384$409,932 ▲1.7%93,4741.0%Computer and TechnologyIVEiShares S&P 500 Value ETF$23,393,983$8,182,710 ▲53.8%122,7521.0%ETFCVXChevron$23,164,784$15,336,124 ▲195.9%138,4711.0%EnergyDIASPDR Dow Jones Industrial Average ETF Trust$22,023,798$1,326,274 ▲6.4%52,3580.9%FinanceQCOMQUALCOMM$22,002,896$13,098,297 ▲147.1%143,2390.9%Computer and TechnologyEFViShares MSCI EAFE Value ETF$19,901,925$1,798,083 ▼-8.3%337,6640.8%ETFHONHoneywell International$19,184,405$10,774,513 ▲128.1%90,5990.8%Multi-Sector ConglomeratesIWMiShares Russell 2000 ETF$19,064,995$4,565,114 ▲31.5%95,5690.8%FinanceINTUIntuit$18,171,649$3,799,370 ▲26.4%29,5960.8%Computer and TechnologyVZVerizon Communications$17,767,842$2,115,547 ▲13.5%391,7070.7%Computer and TechnologyAMEHApollo Medical$17,619,138$812,214 ▲4.8%568,1760.7%MedicalJPMJPMorgan Chase & Co.$17,325,091$4,128,900 ▲31.3%70,6280.7%FinanceGOOGAlphabet$16,835,796$3,109,286 ▲22.7%107,7630.7%Computer and TechnologyJNJJohnson & Johnson$16,280,072$4,353,647 ▲36.5%98,1670.7%MedicalMBBiShares MBS ETF$15,140,406$1,501,887 ▼-9.0%161,4460.6%ETFISRGIntuitive Surgical$15,028,128$7,188,421 ▼-32.4%30,3430.6%MedicalGILDGilead Sciences$14,475,269$8,505,926 ▲142.5%129,1860.6%MedicalPGProcter & Gamble$13,047,738$1,518,618 ▲13.2%76,5620.5%Consumer StaplesEFGiShares MSCI EAFE Growth ETF$12,572,965$8,257,777 ▼-39.6%125,7300.5%ETFCMCSAComcast$12,566,376$792,280 ▲6.7%340,5520.5%Consumer DiscretionaryRIORio Tinto Group$12,521,941$5,173 ▲0.0%200,8990.5%Basic MaterialsBINCiShares Flexible Income Active ETF$12,259,468$1,469,676 ▲13.6%234,0490.5%ETFTAT&T$11,747,364$1,658,536 ▼-12.4%415,3950.5%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$11,718,520$3,285,910 ▲39.0%56,7540.5%ETFADPAutomatic Data Processing$11,345,566$3,991,492 ▼-26.0%36,9460.5%Business ServicesBKNGBooking$11,296,242$6,638,615 ▲142.5%2,4520.5%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$11,149,056$4,717,998 ▲73.4%206,5790.5%ETFTLHiShares 10-20 Year Treasury Bond ETF$10,904,852$10,904,852 ▲New Holding105,1070.5%ETFMRVLMarvell Technology$10,838,649$348,978 ▼-3.1%176,0380.4%Computer and TechnologyBMYBristol-Myers Squibb$10,677,158$330,871 ▼-3.0%175,0640.4%MedicalPMPhilip Morris International$10,522,174$962,017 ▼-8.4%65,7460.4%Consumer StaplesKMIKinder Morgan$10,273,739$8,698,170 ▲552.1%360,1030.4%EnergyVTIVanguard Total Stock Market ETF$10,177,570$60,636,121 ▼-85.6%37,0310.4%ETFTFLRT. Rowe Price Floating Rate ETF$10,044,165$2,237,441 ▲28.7%196,7900.4%ETFISDPGIM High Yield Bond Fund$9,937,569$22,729 ▼-0.2%697,3730.4%Financial ServicesIYWiShares U.S. Technology ETF$9,909,422$240,152 ▼-2.4%70,5600.4%ManufacturingIBMInternational Business Machines$9,866,622$2,142,464 ▼-17.8%39,6790.4%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$9,818,785$654,083 ▼-6.2%178,2320.4%ManufacturingINTCIntel$9,641,266$253,058 ▲2.7%424,5380.4%Computer and TechnologyEFAiShares MSCI EAFE ETF$9,612,411$918,807 ▲10.6%117,6120.4%FinanceAMGNAmgen$9,540,573$9,931,256 ▼-51.0%30,6230.4%MedicalTXNTexas Instruments$9,457,382$4,019,868 ▼-29.8%52,6290.4%Computer and TechnologyMCDMcDonald's$9,043,920$948,654 ▲11.7%28,9530.4%Retail/WholesaleMMM3M$8,729,883$3,740,644 ▲75.0%59,4440.4%Multi-Sector ConglomeratesVVisa$8,586,389$118,808 ▲1.4%24,5000.4%Business ServicesUSBU.S. Bancorp$8,456,276$754,259 ▲9.8%197,9480.4%FinanceADBEAdobe$8,361,722$90,130 ▼-1.1%21,8020.3%Computer and TechnologyGSThe Goldman Sachs Group$8,070,409$2,802,491 ▲53.2%14,7730.3%FinanceMRKMerck & Co., Inc.$7,986,385$4,204,623 ▲111.2%88,2380.3%MedicalLINDE PLC$7,974,099$5,052,669 ▼-38.8%17,1250.3%SHSMTUMiShares MSCI USA Momentum Factor ETF$7,939,530$2,630,946 ▲49.6%39,2790.3%ETFHDHome Depot$7,798,781$206,331 ▲2.7%21,2800.3%Retail/WholesaleCOSTCostco Wholesale$7,597,256$1,232,320 ▼-14.0%8,0330.3%Retail/WholesaleOEFiShares S&P 100 ETF$7,431,479$7,431,479 ▲New Holding27,4400.3%ETFXLPConsumer Staples Select Sector SPDR Fund$7,316,301$595,454 ▼-7.5%89,5840.3%ETFMSMorgan Stanley$7,130,552$4,640,220 ▲186.3%61,1170.3%FinanceXLCCommunication Services Select Sector SPDR Fund$7,079,542$238,232 ▼-3.3%73,4010.3%ETFPFMInvesco Dividend Achievers ETF$6,977,513$4,370,479 ▲167.6%152,4140.3%ManufacturingKOCoca-Cola$6,970,632$844,623 ▲13.8%96,6420.3%Consumer StaplesBABoeing$6,888,545$1,002,497 ▲17.0%40,3900.3%AerospaceEEMiShares MSCI Emerging Markets ETF$6,754,414$671,626 ▼-9.0%154,5630.3%FinanceXLUUtilities Select Sector SPDR Fund$6,654,179$1,191,902 ▼-15.2%84,3900.3%ETFIAUiShares Gold Trust$6,640,724$3,800,915 ▲133.8%112,6310.3%FinanceEOGEOG Resources$6,531,905$6,531,905 ▲New Holding50,9350.3%EnergyCRWDCrowdStrike$6,478,305$1,148,706 ▲21.6%18,3740.3%Computer and TechnologyTRVTravelers Companies$6,469,380$2,932,549 ▲82.9%24,4630.3%FinanceSCHWCharles Schwab$5,936,643$127,752 ▼-2.1%75,8390.2%FinanceXLFFinancial Select Sector SPDR Fund$5,897,622$3,362,982 ▲132.7%118,4020.2%ETFCRMSalesforce$5,839,979$1,257,520 ▲27.4%21,7620.2%Computer and TechnologyACWIiShares MSCI ACWI ETF$5,636,303$5,636,303 ▲New Holding48,4260.2%ManufacturingPFEPfizer$5,601,685$5,135,378 ▲1,101.3%221,0610.2%MedicalTFLOiShares Treasury Floating Rate Bond ETF$5,454,715$577,423 ▲11.8%107,6730.2%ETFAMATApplied Materials$5,399,022$4,173,779 ▼-43.6%37,2040.2%Computer and TechnologyUPSUnited Parcel Service$5,018,514$4,514,760 ▲896.2%45,6270.2%TransportationDUKDuke Energy$4,913,716$1,442,061 ▲41.5%40,2860.2%UtilitiesBXBlackstone$4,890,280$6,430 ▼-0.1%34,9860.2%FinanceEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$4,832,634$1,088,443 ▲29.1%53,3460.2%ETFABBVAbbVie$4,726,845$1,043,635 ▲28.3%22,5600.2%MedicalVLOValero Energy$4,642,657$3,486,648 ▲301.6%35,1530.2%EnergyShowing 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. 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