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Home > Institutional Investor > Steel Peak Wealth Management Llc > Profile

Instuitional Investor - Steel Peak Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Steel Peak Wealth Management Llc
Portfolio Value $2,463,187,164
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 870,293 $217,938,840 8.84%
2.
Nvidia Corp
 NVDA 734,413 $98,624,381 4%
3.
Ishares Trust
 IEF 139,144 $81,911,273 3.32%
4.
Amazon Com Inc
 AMZN 367,902 $80,714,020 3.27%
5.
Vanguard Index Fds
 257,655 $74,670,893 3.03%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)