Steel Peak Wealth Management LLC Buys Intel Corp, Marvell Technology Inc, The Home Depot Inc, Sells iShares iBoxx USD Investment Grade Corporate Bond , PayPal Holdings Inc, SPDR Dow Jones Industrial Average ETF

Investment company Steel Peak Wealth Management LLC (Current Portfolio) buys Intel Corp, Marvell Technology Inc, The Home Depot Inc, iShares Global Financials ETF, iShares Core Total USD Bond Market ETF, sells iShares iBoxx USD Investment Grade Corporate Bond , PayPal Holdings Inc, SPDR Dow Jones Industrial Average ETF, Johnson & Johnson, iShares Global Tech ETF during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Steel Peak Wealth Management LLC. As of 2021Q2, Steel Peak Wealth Management LLC owns 423 stocks with a total value of $1.4 billion. These are the details of the buys and sells.

For the details of Steel Peak Wealth Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/steel+peak+wealth+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Steel Peak Wealth Management LLC
  1. Apple Inc (AAPL) - 711,211 shares, 6.81% of the total portfolio. Shares added by 1.87%
  2. Stamps.com Inc (STMP) - 303,847 shares, 4.26% of the total portfolio.
  3. Amazon.com Inc (AMZN) - 16,151 shares, 3.89% of the total portfolio. Shares reduced by 7.35%
  4. iShares Core S&P 500 ETF (IVV) - 112,120 shares, 3.37% of the total portfolio. Shares added by 8.99%
  5. BTC iShares U.S. Treasury Bond ETF (GOVT) - 1,151,616 shares, 2.14% of the total portfolio. Shares added by 4.49%
New Purchase: Marvell Technology Inc (MRVL)

Steel Peak Wealth Management LLC initiated holding in Marvell Technology Inc. The purchase prices were between $41.51 and $58.76, with an estimated average price of $48.88. The stock is now traded at around $58.020000. The impact to a portfolio due to this purchase was 0.81%. The holding were 199,127 shares as of 2021-06-30.

New Purchase: iShares Global Financials ETF (IXG)

Steel Peak Wealth Management LLC initiated holding in iShares Global Financials ETF. The purchase prices were between $73.13 and $81.4, with an estimated average price of $77.69. The stock is now traded at around $78.940000. The impact to a portfolio due to this purchase was 0.53%. The holding were 97,450 shares as of 2021-06-30.

New Purchase: iShares Commodities Select Strategy ETF (COMT)

Steel Peak Wealth Management LLC initiated holding in iShares Commodities Select Strategy ETF. The purchase prices were between $29.75 and $34.5, with an estimated average price of $32.62. The stock is now traded at around $33.459900. The impact to a portfolio due to this purchase was 0.47%. The holding were 194,811 shares as of 2021-06-30.

New Purchase: iShares U.S. Energy ETF (IYE)

Steel Peak Wealth Management LLC initiated holding in iShares U.S. Energy ETF. The purchase prices were between $25.03 and $30, with an estimated average price of $27.69. The stock is now traded at around $25.790000. The impact to a portfolio due to this purchase was 0.35%. The holding were 170,427 shares as of 2021-06-30.

New Purchase: Snap Inc (SNAP)

Steel Peak Wealth Management LLC initiated holding in Snap Inc. The purchase prices were between $50.96 and $68.14, with an estimated average price of $59.85. The stock is now traded at around $70.890000. The impact to a portfolio due to this purchase was 0.34%. The holding were 71,968 shares as of 2021-06-30.

New Purchase: Invesco California AMT-Free Municipal Bond ETF (PWZ)

Steel Peak Wealth Management LLC initiated holding in Invesco California AMT-Free Municipal Bond ETF. The purchase prices were between $27.46 and $28.19, with an estimated average price of $27.87. The stock is now traded at around $28.118200. The impact to a portfolio due to this purchase was 0.22%. The holding were 113,081 shares as of 2021-06-30.

Added: Intel Corp (INTC)

Steel Peak Wealth Management LLC added to a holding in Intel Corp by 93.43%. The purchase prices were between $53.62 and $68.26, with an estimated average price of $58.84. The stock is now traded at around $52.255000. The impact to a portfolio due to this purchase was 0.82%. The holding were 433,263 shares as of 2021-06-30.

Added: The Home Depot Inc (HD)

Steel Peak Wealth Management LLC added to a holding in The Home Depot Inc by 237.59%. The purchase prices were between $302.61 and $341.12, with an estimated average price of $317.73. The stock is now traded at around $319.470000. The impact to a portfolio due to this purchase was 0.53%. The holding were 33,968 shares as of 2021-06-30.

Added: iShares Core Total USD Bond Market ETF (IUSB)

Steel Peak Wealth Management LLC added to a holding in iShares Core Total USD Bond Market ETF by 34.21%. The purchase prices were between $52.38 and $53.34, with an estimated average price of $52.89. The stock is now traded at around $53.745000. The impact to a portfolio due to this purchase was 0.51%. The holding were 532,423 shares as of 2021-06-30.

Added: BTC iShares MSCI EAFE Value ETF (EFV)

Steel Peak Wealth Management LLC added to a holding in BTC iShares MSCI EAFE Value ETF by 53.95%. The purchase prices were between $50.15 and $53.86, with an estimated average price of $52.21. The stock is now traded at around $51.840000. The impact to a portfolio due to this purchase was 0.48%. The holding were 377,162 shares as of 2021-06-30.

Added: Facebook Inc (FB)

Steel Peak Wealth Management LLC added to a holding in Facebook Inc by 31.33%. The purchase prices were between $294.53 and $355.64, with an estimated average price of $320.19. The stock is now traded at around $355.530000. The impact to a portfolio due to this purchase was 0.45%. The holding were 77,367 shares as of 2021-06-30.

Added: iShares 1-3 Year Credit Bond ETF (IGSB)

Steel Peak Wealth Management LLC added to a holding in iShares 1-3 Year Credit Bond ETF by 42.73%. The purchase prices were between $54.29 and $54.77, with an estimated average price of $54.57. The stock is now traded at around $54.759900. The impact to a portfolio due to this purchase was 0.43%. The holding were 370,006 shares as of 2021-06-30.

Sold Out: iShares U.S. Medical Devices ETF (IHI)

Steel Peak Wealth Management LLC sold out a holding in iShares U.S. Medical Devices ETF. The sale prices were between $55.01 and $60.62, with an estimated average price of $57.75.

Sold Out: Citigroup Inc (C)

Steel Peak Wealth Management LLC sold out a holding in Citigroup Inc. The sale prices were between $67.61 and $79.86, with an estimated average price of $74.03.

Sold Out: Bank of New York Mellon Corp (BK)

Steel Peak Wealth Management LLC sold out a holding in Bank of New York Mellon Corp. The sale prices were between $46.07 and $52.3, with an estimated average price of $49.98.

Sold Out: Charles Schwab Corp (SCHW)

Steel Peak Wealth Management LLC sold out a holding in Charles Schwab Corp. The sale prices were between $63.69 and $76.01, with an estimated average price of $70.66.

Sold Out: Expedia Group Inc (EXPE)

Steel Peak Wealth Management LLC sold out a holding in Expedia Group Inc. The sale prices were between $159.9 and $177.87, with an estimated average price of $171.7.

Sold Out: iShares 7-10 Year Treasury Bond ETF (IEF)

Steel Peak Wealth Management LLC sold out a holding in iShares 7-10 Year Treasury Bond ETF. The sale prices were between $112.56 and $115.63, with an estimated average price of $114.19.



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