SteelPeak Wealth, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 25, 2024
Value $
$2.26B
Signature - Title
Ali Zamani - CHIEF COMPLIANCE OFFICER
Location
Woodland Hills, CA
Summary
This page shows a list of all the recent 13F filings made by SteelPeak Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SteelPeak Wealth, LLC reported 454 stock holdings with total value $2.26B as of Q3 2024. Top holdings included AAPL, NVDA, IVV, AMZN, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 454 $2.26B +$396M -$315M +$81.4M AAPL, NVDA, IVV, AMZN, MSFT 13F-HR 10/25/2024, 05:20 PM
Q2 2024 448 $2.11B +$431M -$288M +$143M AAPL, NVDA, IVV, AMZN, MSFT 13F-HR 7/16/2024, 05:52 PM
Q1 2024 419 $1.95B +$457M -$328M +$129M AAPL, IVV, AMZN, MSFT, AMD 13F-HR 4/17/2024, 06:50 PM
Q4 2023 389 $1.71B +$367M -$439M -$72M AAPL, IVV, AMZN, GOOGL, MSFT 13F-HR 1/23/2024, 08:46 PM
Q3 2023 390 $1.58B +$349M -$379M -$30.3M AAPL, IVV, AMZN, MSFT, GOOGL 13F-HR 11/2/2023, 09:29 PM
Q2 2023 397 $1.67B +$310M -$229M +$80.9M AAPL, IVV, AMZN, IUSB, MSFT 13F-HR 8/2/2023, 06:52 PM
Q1 2023 353 $1.47B +$305M -$353M -$48.6M AAPL, IVV, IUSB, AMZN, SPY 13F-HR 5/5/2023, 06:06 PM
Q4 2022 387 $1.36B +$294M -$301M -$7.04M AAPL, VGT, IVV, VTI, AMZN 13F-HR 1/25/2023, 07:20 AM
Q3 2022 384 $1.32B +$268M -$193M +$74.8M AAPL, IVV, AMZN, TSLA, MSFT 13F-HR 10/26/2022, 10:26 AM
Q2 2022 387 $1.39B +$293M -$192M +$101M AAPL, IVV, AMZN, GOOGL, TSLA 13F-HR 8/2/2022, 09:25 AM
Q1 2022 399 $1.64B +$336M -$230M +$106M AAPL, IVV, AMZN, TSLA, GOOGL 13F-HR 5/10/2022, 02:58 PM
Q4 2021 387 $1.66B +$336M -$250M +$85.9M AAPL, QQQ, AMZN, IVV, TSLA 13F-HR 1/28/2022, 06:39 PM
Q3 2021 397 $1.47B +$237M -$159M +$77.9M AAPL, STMP, AMZN, IVV, ESGU 13F-HR 11/15/2021, 04:20 PM
Q2 2021 403 $1.38B +$212M -$140M +$72.5M AAPL, STMP, AMZN, IVV, GOVT 13F-HR 8/13/2021, 03:50 PM
Q1 2021 357 $1.23B +$314M -$214M +$100M AAPL, STMP, AMZN, IVV, GOVT 13F-HR 5/17/2021, 06:11 PM
Q4 2020 313 $1.1B +$262M -$168M +$94M AAPL, STMP, AMZN, ESGU, QQQ 13F-HR 2/4/2021, 09:50 AM
Q3 2020 262 $926M +$224M -$103M +$121M AAPL, STMP, AMZN, IVV, LQD 13F-HR 10/26/2020, 10:17 AM
Q2 2020 245 $789M +$203M -$168M +$34.9M STMP, AAPL, IVV, AMZN, LQD 13F-HR 7/21/2020, 05:22 PM
Q1 2020 228 $631M +$111M -$118M -$7.23M STMP, AAPL, GOVT, IVV, AMZN 13F-HR 4/16/2020, 05:07 PM
Q4 2019 249 $725M $0 $0 AAPL, IVV, GOVT, STMP, SPY 13F-HR 2/6/2020, 02:58 PM