Portfolio (Quarterly)
Guide ↗
SteelPeak Wealth, LLC
· CIK 0001801868| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | RDDT CALL | REDDIT INC | Communication Services | 700 | $161K | 0.01% | SOLD |
| 82 | — | BLUE OWL CAPITAL CORPORATION | — | 12,475 | $160K | 0.01% | SOLD |
| 83 | ROKU CALL | ROKU INC | Communication Services | 1,200 | $130K | 0.00% | SOLD |
| 84 | — | VIZSLA SILVER CORP | — | 21,514 | $118K | 0.00% | SOLD |
| 85 | RBLX CALL | ROBLOX CORP | Technology | 1,400 | $113K | 0.00% | SOLD |
| 86 | NIO CALL | NIO INC | Consumer Cyclical | 20,000 | $102K | 0.00% | SOLD |
| 87 | — | NEW GOLD INC CDA | — | 10,000 | $87K | 0.00% | SOLD |
| 88 | AMBA CALL | AMBARELLA INC | Technology | 800 | $57K | 0.00% | SOLD |
| 89 | TEM CALL | TEMPUS AI INC | Healthcare | 600 | $35K | 0.00% | 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%