Steelpeak-Wealth

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-01
Total Holdings
486
Total Value
1409777831
Accession Number
0001221073-25-000042
Form Type
13F-HR
Manager Name
Steelpeak-Wealth
Data Enrichment
77% identified
374 identified112 unidentified

Holdings

486 positions
Manager:
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Page 4 of 25
EOG RESOURCES INC
Shares:50.9K
Value:$6.5M
CrowdStrike Holdings, Inc.
Shares:18.4K
Value:$6.5M
TRAVELERS COMPANIES, INC.
Shares:24.5K
Value:$6.5M
Meta Platforms, Inc.
Shares:
Value:$6.5M
SCHWAB CHARLES CORP
Shares:75.8K
Value:$5.9M
81369Y605
Shares:118.4K
Value:$5.9M
464288257
Shares:48.4K
Value:$5.6M
PFIZER INC
Shares:221.1K
Value:$5.6M
46434V860
Shares:107.7K
Value:$5.5M
Apple Inc.
Shares:
Value:$5.3M
UNITED PARCEL SERVICE INC
Shares:45.6K
Value:$5.0M
Duke Energy CORP
Shares:40.3K
Value:$4.9M
Blackstone Inc.
Shares:35.0K
Value:$4.9M
464288281
Shares:53.3K
Value:$4.8M
Alphabet Inc.
Shares:
Value:$4.7M
CATERPILLAR INC
Shares:14.0K
Value:$4.6M
EXXON MOBIL CORP
Shares:38.7K
Value:$4.6M
SHOPIFY INC.
Shares:46.3K
Value:$4.4M
ELI LILLY & Co
Shares:5.3K
Value:$4.3M
ASML HOLDING NV
Shares:6.4K
Value:$4.2M