$34.4 Million is the total value of SteelBridge Private Wealth Advisors LLC's 46 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIV | New | Vanguard Intermediate Taxable Bondetf | $339,000 | – | 3,867 | +100.0% | 0.98% | – |
| PSX | New | Phillips 66stock | $218,000 | – | 2,712 | +100.0% | 0.63% | – |
| GOOGL | New | Alphabet Inc.stock | $202,000 | – | 251 | +100.0% | 0.59% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | 9 | Q1 2018 | 10.0% |
| Vanguard FTSE Emerging Mkts | 9 | Q1 2018 | 12.9% |
| Apple Inc | 9 | Q1 2018 | 7.2% |
| Visa Inc | 9 | Q1 2018 | 5.8% |
| iShares Russell Mid Cap Value | 9 | Q1 2018 | 5.1% |
| Amazon.Com Inc | 9 | Q1 2018 | 3.6% |
| Berkshire Hathaway B | 9 | Q1 2018 | 3.8% |
| iShares Russell Mid Cap Growth | 9 | Q1 2018 | 3.4% |
| Celgene Corp | 9 | Q1 2018 | 3.8% |
| UBS E Tracs Alerian MLP | 9 | Q1 2018 | 4.1% |
View SteelBridge Private Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2018-05-11 |
| 13F-HR | 2018-02-14 |
| 13F-HR | 2017-11-14 |
| 13F-HR | 2017-08-11 |
| 13F-HR | 2017-05-15 |
| 13F-HR | 2017-02-13 |
| 13F-HR | 2016-11-14 |
| 13F-HR | 2016-08-15 |
| 13F-HR | 2016-05-13 |
View SteelBridge Private Wealth Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.