Simonbaker & Partners

SteelBridge Private Wealth Advisors as of Dec. 31, 2017

Portfolio Holdings for SteelBridge Private Wealth Advisors

SteelBridge Private Wealth Advisors holds 32 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Flexshopper (FPAY) 8.1 $964k 254k 3.80
Apple (AAPL) 6.6 $778k 4.6k 169.24
Vanguard Emerging Markets ETF (VWO) 6.3 $751k 16k 45.91
Visa (V) 5.4 $640k 5.6k 113.98
iShares Russell 1000 Value Index (IWD) 5.0 $597k 4.8k 124.43
iShares S&P 500 Index (IVV) 5.0 $588k 2.2k 268.62
iShares Russell Midcap Value Index (IWS) 4.7 $561k 6.3k 89.15
Vanguard Total Stock Market ETF (VTI) 3.8 $447k 3.3k 137.24
Berkshire Hathaway (BRK.B) 3.2 $383k 1.9k 198.14
iShares Russell Midcap Growth Idx. (IWP) 3.1 $374k 3.1k 120.61
Amazon (AMZN) 3.0 $360k 308.00 1168.83
Starbucks Corporation (SBUX) 3.0 $353k 6.2k 57.40
iShares S&P SmallCap 600 Index (IJR) 2.8 $328k 4.3k 76.91
Facebook Inc cl a (META) 2.6 $313k 1.8k 176.74
Alphabet Inc Class A cs (GOOGL) 2.6 $310k 294.00 1054.42
Cognizant Technology Solutions (CTSH) 2.5 $302k 4.3k 70.99
priceline.com Incorporated 2.3 $271k 156.00 1737.18
Celgene Corporation 2.3 $269k 2.6k 104.51
iShares Russell 1000 Growth Index (IWF) 2.2 $266k 2.0k 134.62
Cme (CME) 2.2 $264k 1.8k 149.58
Paypal Holdings (PYPL) 2.2 $260k 3.5k 73.74
Illumina (ILMN) 2.1 $255k 1.2k 218.70
Ubs Ag Jersey Brh Alerian Infrst 2.0 $238k 9.8k 24.22
S&p Global (SPGI) 2.0 $237k 1.4k 169.41
Equinix (EQIX) 1.9 $230k 508.00 452.76
Intuitive Surgical (ISRG) 1.9 $225k 616.00 365.26
Nike (NKE) 1.9 $225k 3.6k 62.76
American Tower Reit (AMT) 1.9 $225k 1.6k 143.49
NVIDIA Corporation (NVDA) 1.8 $216k 1.1k 193.38
Dollar Tree (DLTR) 1.8 $216k 2.0k 107.36
SPDR DJ Wilshire REIT (RWR) 1.8 $213k 2.3k 93.46
Vanguard Europe Pacific ETF (VEA) 1.7 $203k 4.5k 44.85