SteelPeak Wealth, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 17, 2024
Value $
$2.11B
Signature - Title
Ali Zamani - CHIEF COMPLIANCE OFFICER
Location
21650 Oxnard Street, Suite 2300, Woodland Hills, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 448 $2.11B +$431M -$288M +$143M AAPL, NVDA, IVV, AMZN, MSFT 13F-HR 7/16/2024, 05:52 PM
Q1 2024 417 $1.95B +$456M -$328M +$129M AAPL, IVV, AMZN, MSFT, AMD 13F-HR 4/17/2024, 06:50 PM
Q4 2023 445 $1.73B +$367M -$439M -$72M AAPL, IVV, AMZN, GOOGL, MSFT 13F-HR 1/23/2024, 08:46 PM
Q3 2023 520 $1.59B +$352M -$389M -$37.6M AAPL, IVV, AMZN, MSFT, GOOGL 13F-HR 11/2/2023, 09:29 PM
Q2 2023 444 $1.69B +$323M -$164M +$159M AAPL, IVV, AMZN, IUSB, MSFT 13F-HR 8/2/2023, 06:52 PM
Q1 2023 382 $1.47B +$313M -$283M +$29.5M AAPL, IVV, IUSB, AMZN, SPY 13F-HR 5/5/2023, 06:06 PM
Q4 2022 409 $1.36B +$299M -$255M +$44.4M AAPL, VGT, IVV, VTI, AMZN 13F-HR 1/25/2023, 06:20 AM
Q3 2022 398 $1.34B +$286M -$150M +$137M AAPL, IVV, AMZN, TSLA, MSFT 13F-HR 10/26/2022, 10:26 AM
Q2 2022 396 $1.39B +$295M -$133M +$162M AAPL, IVV, AMZN, GOOGL, TSLA 13F-HR 8/2/2022, 09:25 AM
Q1 2022 431 $1.77B +$360M -$200M +$160M AAPL, IVV, AMZN, TSLA, AAPL 13F-HR 5/10/2022, 02:58 PM
Q4 2021 416 $1.77B +$384M -$127M +$257M AAPL, QQQ, AMZN, IVV, TSLA 13F-HR 1/28/2022, 05:39 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 322 $1.1B +$263M -$142M +$122M AAPL, STMP, AMZN, ESGU, QQQ 13F-HR 2/4/2021, 08:50 AM
Q3 2020 296 $928M +$227M -$89.2M +$137M AAPL, STMP, AMZN, IVV, LQD 13F-HR 10/26/2020, 10:17 AM
Q2 2020 270 $790M +$205M -$109M +$96.1M STMP, AAPL, IVV, AMZN, LQD 13F-HR 7/21/2020, 05:22 PM
Q1 2020 250 $630M +$113M -$94.4M +$18.8M STMP, AAPL, GOVT, IVV, AMZN 13F-HR 4/16/2020, 05:07 PM
Q4 2019 249 $722M AAPL, IVV, GOVT, STMP, SPY 13F-HR 2/6/2020, 01:58 PM