Portfolio (Quarterly)
Guide ↗
SteelPeak Wealth, LLC
· CIK 0001801868| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | SHY | ISHARES TR | — | 13,624 | $1.1M | 0.03% | SOLD |
| 22 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | Industrials | 15,173 | $1.1M | 0.03% | SOLD |
| 23 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 20,769 | $941K | 0.03% | SOLD |
| 24 | RDDT | REDDIT INC | Communication Services | 6,741 | $908K | 0.03% | SOLD |
| 25 | AAPL PUT | APPLE INC | Technology | 3,500 | $888K | 0.03% | SOLD |
| 26 | HST | HOST HOTELS & RESORTS INC | Real Estate | 45,079 | $864K | 0.03% | SOLD |
| 27 | AMRC | AMERESCO INC | Industrials | 29,816 | $760K | 0.02% | SOLD |
| 28 | AMBA | AMBARELLA INC | Technology | 14,691 | $756K | 0.02% | SOLD |
| 29 | TFC | TRUIST FINL CORP | Financial Services | 16,106 | $740K | 0.02% | SOLD |
| 30 | EH | EHANG HLDGS LTD | Industrials | 73,838 | $717K | 0.02% | SOLD |
| 31 | MDB | MONGODB INC | Technology | 2,667 | $653K | 0.02% | SOLD |
| 32 | ILMN | ILLUMINA INC | Healthcare | 5,227 | $644K | 0.02% | SOLD |
| 33 | ACHR | ARCHER AVIATION INC | Industrials | 113,502 | $587K | 0.02% | SOLD |
| 34 | USHY | ISHARES TR | — | 12,650 | $466K | 0.01% | SOLD |
| 35 | DLTR | DOLLAR TREE INC | Consumer Defensive | 4,229 | $463K | 0.01% | SOLD |
| 36 | ULTA | ULTA BEAUTY INC | Consumer Cyclical | 852 | $445K | 0.01% | SOLD |
| 37 | LYB | LYONDELLBASELL INDUSTRIES NV | Basic Materials | 4,967 | $400K | 0.01% | SOLD |
| 38 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 2,803 | $352K | 0.01% | SOLD |
| 39 | QQQE | DIREXION SHARES ETF TRUST | — | 3,536 | $348K | 0.01% | SOLD |
| 40 | VCIT | VANGUARD SCOTTSDALE FDS | — | 4,146 | $343K | 0.01% | SOLD |
Sector Allocation
Technology
43.7%
Financial Services
14.7%
Consumer Cyclical
10.8%
Communication Services
10.6%
Healthcare
7.6%
Industrials
4.2%
Consumer Defensive
3.4%
Energy
2.0%
Basic Materials
1.3%
Utilities
0.9%