Portfolio (Quarterly)
Guide ↗
SteelPeak Wealth, LLC
· CIK 0001801868| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 1,033 | $267K | 0.01% | SOLD |
| 62 | HL | HECLA MNG CO | Basic Materials | 13,608 | $261K | 0.01% | SOLD |
| 63 | PAAS | PAN AMERN SILVER CORP | Basic Materials | 4,813 | $249K | 0.01% | SOLD |
| 64 | HYG | ISHARES TR | — | 2,998 | $242K | 0.01% | SOLD |
| 65 | QQQM | INVESCO EXCH TRADED FD TR II | — | 937 | $237K | 0.01% | SOLD |
| 66 | GD | GENERAL DYNAMICS CORP | Industrials | 704 | $237K | 0.01% | SOLD |
| 67 | ZS | ZSCALER INC | Technology | 1,039 | $234K | 0.01% | SOLD |
| 68 | APPF | APPFOLIO INC | Technology | 1,000 | $233K | 0.01% | SOLD |
| 69 | IHI | ISHARES TR | — | 3,741 | $233K | 0.01% | SOLD |
| 70 | SGOV | ISHARES TR | — | 2,105 | $211K | 0.01% | SOLD |
| 71 | NWE | NORTHWESTERN ENERGY GROUP IN | Utilities | 3,210 | $207K | 0.01% | SOLD |
| 72 | FTCS | FIRST TR EXCHANGE-TRADED FD | — | 2,231 | $206K | 0.01% | SOLD |
| 73 | VIG | VANGUARD SPECIALIZED FUNDS | — | 937 | $206K | 0.01% | SOLD |
| 74 | SPIB | SPDR SERIES TRUST | — | 5,979 | $202K | 0.01% | SOLD |
| 75 | APP CALL | APPLOVIN CORP | Technology | 300 | $202K | 0.01% | SOLD |
| 76 | LYFT | LYFT INC | Technology | 10,221 | $198K | 0.01% | SOLD |
| 77 | NTLA | INTELLIA THERAPEUTICS INC | Healthcare | 21,006 | $189K | 0.01% | SOLD |
| 78 | ALAB CALL | ASTERA LABS INC | Technology | 1,100 | $183K | 0.01% | SOLD |
| 79 | STX CALL | SEAGATE TECHNOLOGY HLDNGS PL | Technology | 600 | $165K | 0.01% | SOLD |
| 80 | NUE CALL | NUCOR CORP | Basic Materials | 1,000 | $163K | 0.01% | SOLD |
Sector Allocation
Technology
39.7%
Financial Services
16.0%
Communication Services
11.6%
Consumer Cyclical
10.3%
Healthcare
8.3%
Industrials
4.3%
Consumer Defensive
3.6%
Energy
2.6%
Basic Materials
2.1%
Utilities
0.9%