Portfolio (Quarterly)
Guide ↗
SteelPeak Wealth, LLC
· CIK 0001801868| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | GILD CALL | GILEAD SCIENCES INC | Healthcare | 1,100 | $153K | 0.01% | SOLD |
| 62 | C CALL | CITIGROUP INC | Financial Services | 1,000 | $113K | 0.00% | SOLD |
| 63 | — | CHICAGO ATLANTIC BDC INC | — | 10,277 | $99K | 0.00% | SOLD |
| 64 | PACB | PACIFIC BIOSCIENCES CALIF IN | Healthcare | 47,872 | $63K | 0.00% | SOLD |
| 65 | CRSP CALL | CRISPR THERAPEUTICS AG | Healthcare | 1,200 | $57K | 0.00% | SOLD |
| 66 | ILPT | INDUSTRIAL LOGISTICS PPTYS T | Real Estate | 10,000 | $57K | 0.00% | SOLD |
| 67 | SLI | STANDARD LITHIUM LTD | Basic Materials | 14,893 | $51K | 0.00% | SOLD |
| 68 | KTOS CALL | KRATOS DEFENSE & SEC SOLUTIO | Industrials | 700 | $49K | 0.00% | SOLD |
| 69 | TE | T1 ENERGY INC | Industrials | 10,429 | $46K | 0.00% | SOLD |
| 70 | AMD CALL | ADVANCED MICRO DEVICES INC | Technology | 200 | $41K | 0.00% | SOLD |
| 71 | COIN CALL | COINBASE GLOBAL INC | Financial Services | 100 | $17K | 0.00% | 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%