SteelBridge Private Wealth Advisors LLC current holdings: USA Stocks
SteelBridge Private Wealth Advisors LLC reported $0.02 billion in share positions in stocks (listed in the US), 17 positions, in its Form 13F for the quarter ended 2016-09-30; the largest are SSD, AAPL, V.
- SSD: Country of operation United States; Class Stock; Shares 298,810; Value $13,133,000.
- AAPL: Country of operation United States; Class Stock; Shares 4,848; Value $548,000.
- V: Country of operation United States; Class Stock; Shares 6,087; Value $503,000.
- AMZN: Country of operation United States; Class Stock; Shares 434; Value $363,000.
Form 13F-HR as filed (SEC CIK 1673693): quarter ended 2016-09-30, filed 2016-11-14. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2016-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
SSD
SIMPSON MANUFACTURING CO INC | United States | Stock | 298,810 | $13,133,000 | 73.02% | 2016-09-30 | 2016-11-14 | +295.88% |
|---|
AAPL
Apple Inc | United States | Stock | 4,848 | $548,000 | 3.05% | 2016-09-30 | 2016-11-14 | |
|---|
V
Visa Inc | United States | Stock | 6,087 | $503,000 | 2.80% | 2016-09-30 | 2016-11-14 | +342.42% |
|---|
AMZN
Amazon.Com Inc | United States | Stock | 434 | $363,000 | 2.02% | 2016-09-30 | 2016-11-14 | +489.13% |
|---|
MSFT
Microsoft Corp | United States | Stock | 5,753 | $331,000 | 1.84% | 2016-09-30 | 2016-11-14 | +783.61% |
|---|
SBUX
Starbucks Corp | United States | Stock | 6,000 | $325,000 | 1.81% | 2016-09-30 | 2016-11-14 | +76.27% |
|---|
QCOM
Qualcomm Inc | United States | Stock | 4,378 | $300,000 | 1.67% | 2016-09-30 | 2016-11-14 | +168.76% |
|---|
TJX
TJX Companies Inc | United States | Stock | 4,012 | $300,000 | 1.67% | 2016-09-30 | 2016-11-14 | +257.85% |
|---|
NKE
Nike Inc | United States | Stock | 5,535 | $292,000 | 1.62% | 2016-09-30 | 2016-11-14 | -31.93% |
|---|
BRKB
Berkshire Hathaway B | | Stock | 1,937 | $280,000 | 1.56% | 2016-09-30 | 2016-11-14 | |
|---|
ILMN
Illumina Inc | United States | Stock | 1,502 | $273,000 | 1.52% | 2016-09-30 | 2016-11-14 | +53.92% |
|---|
META
Facebook Inc CL-A | United States | Stock | 2,027 | $260,000 | 1.45% | 2016-09-30 | 2016-11-14 | +475.96% |
|---|
SPGI
S & P Global Inc | United States | Stock | 1,821 | $230,000 | 1.28% | 2016-09-30 | 2016-11-14 | +227.77% |
|---|
AMT
American Tower Corp | United States | Stock | 1,933 | $220,000 | 1.22% | 2016-09-30 | 2016-11-14 | +47.67% |
|---|
PSX
Phillips 66 | United States | Stock | 2,712 | $218,000 | 1.21% | 2016-09-30 | 2016-11-14 | +213.16% |
|---|
EQIX
Equinix Inc | United States | Stock | 578 | $208,000 | 1.16% | 2016-09-30 | 2016-11-14 | +181.82% |
|---|
GOOGL
Alphabet Inc. | United States | Stock | 251 | $202,000 | 1.12% | 2016-09-30 | 2016-11-14 | +748.06% |
|---|
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