Green Square Capital
Latest statistics and disclosures from Steel Grove Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, QQQ, DSTL, DIA, NVDA, and represent 59.06% of Steel Grove Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$180M), QQQ (+$116M), NVDA (+$13M), PDBC, BMY, RSP, IWM, TPR, BSCQ, VZ.
- Started 33 new stock positions in STZ, JNPR, BOXX, DKS, AMT, GIS, VRT, CRM, UNH, HBI.
- Reduced shares in these 10 stocks: DIA (-$8.9M), HDV (-$8.6M), VYM (-$8.1M), INFL (-$5.6M), , MUB, AGG, GOOGL, MDY, SUB.
- Sold out of its positions in DJP, GOLD, BRK.A, CYH, DIS, S&p 500 option, INFL, SCHF, VNQ.
- Steel Grove Capital Advisors was a net buyer of stock by $304M.
- Steel Grove Capital Advisors has $751M in assets under management (AUM), dropping by 1.47%.
- Central Index Key (CIK): 0001166308
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Portfolio Holdings for Steel Grove Capital Advisors
Steel Grove Capital Advisors holds 217 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 28.3 | $213M | +557% | 3.6M | 59.68 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 17.1 | $129M | +933% | 3.4M | 37.41 |
|
| Etf Ser Solutions Distillate Us (DSTL) | 4.8 | $36M | 662k | 53.91 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 4.5 | $34M | -20% | 85k | 397.76 |
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| NVIDIA Corporation (NVDA) | 4.4 | $33M | +64% | 37k | 903.56 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $19M | -8% | 122k | 150.93 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.0 | $15M | +2% | 29k | 525.73 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $12M | -6% | 28k | 420.52 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.9 | $6.8M | +26% | 353k | 19.21 |
|
| Ishares Tr National Mun Etf (MUB) | 0.9 | $6.7M | -31% | 62k | 107.60 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.9 | $6.6M | -17% | 12k | 556.41 |
|
| Microsoft Corporation (MSFT) | 0.9 | $6.5M | +14% | 16k | 420.72 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.8 | $6.4M | +234% | 458k | 13.87 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $6.1M | -4% | 31k | 200.30 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $6.1M | -3% | 121k | 50.17 |
|
| Apple (AAPL) | 0.8 | $5.7M | +9% | 33k | 171.48 |
|
| Coca-Cola Company (KO) | 0.7 | $5.6M | 91k | 61.18 |
|
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| Vanguard World Inf Tech Etf (VGT) | 0.7 | $5.2M | -5% | 10k | 524.34 |
|
| Amazon (AMZN) | 0.7 | $5.1M | +13% | 29k | 180.38 |
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| Pioneer Natural Resources | 0.5 | $4.0M | 15k | 262.50 |
|
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| Exxon Mobil Corporation (XOM) | 0.5 | $3.9M | +12% | 34k | 116.24 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $3.9M | -33% | 40k | 97.94 |
|
| Invesco Exchange Traded Fd T S S&p500 Eql Wgt (RSP) | 0.5 | $3.5M | +81% | 21k | 169.37 |
|
| Enterprise Products Partners (EPD) | 0.5 | $3.5M | -3% | 119k | 29.18 |
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| Home Depot (HD) | 0.4 | $3.2M | 8.4k | 383.60 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.2M | 21k | 152.26 |
|
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| Merck & Co (MRK) | 0.4 | $3.2M | +3% | 24k | 131.95 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.4 | $3.0M | -16% | 11k | 270.80 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $2.9M | +120% | 14k | 210.30 |
|
| Chevron Corporation (CVX) | 0.4 | $2.9M | +28% | 18k | 157.74 |
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| International Business Machines (IBM) | 0.4 | $2.8M | -2% | 15k | 190.96 |
|
| Kinder Morgan (KMI) | 0.4 | $2.7M | +2% | 145k | 18.34 |
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| Oneok (OKE) | 0.4 | $2.7M | -3% | 33k | 80.17 |
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| Paccar (PCAR) | 0.3 | $2.6M | -5% | 21k | 123.89 |
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| Qualcomm (QCOM) | 0.3 | $2.5M | -5% | 15k | 169.30 |
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| Cisco Systems (CSCO) | 0.3 | $2.4M | +7% | 49k | 49.91 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $2.4M | -16% | 26k | 91.80 |
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| Citigroup Com New (C) | 0.3 | $2.3M | -3% | 36k | 63.24 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $2.2M | -24% | 30k | 74.22 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $2.2M | -17% | 38k | 58.07 |
|
| Dillards Cl A (DDS) | 0.3 | $2.2M | -8% | 4.6k | 471.64 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $2.1M | +20% | 12k | 174.21 |
|
| Southern Company (SO) | 0.3 | $2.1M | -4% | 30k | 71.74 |
|
| Old Republic International Corporation (ORI) | 0.3 | $2.1M | -4% | 67k | 30.72 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $2.0M | +442% | 38k | 54.23 |
|
| Lyondellbasell Industries N V Shs - A - (LYB) | 0.3 | $2.0M | -3% | 20k | 102.28 |
|
| International Paper Company (IP) | 0.3 | $2.0M | +179% | 52k | 39.02 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $2.0M | -18% | 28k | 72.63 |
|
| Prudential Financial (PRU) | 0.3 | $2.0M | +219% | 17k | 117.40 |
|
| Omni (OMC) | 0.3 | $2.0M | -4% | 21k | 96.76 |
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| Tapestry (TPR) | 0.3 | $2.0M | +306% | 41k | 47.48 |
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| Dow (DOW) | 0.3 | $1.9M | +231% | 34k | 57.93 |
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| MetLife (MET) | 0.3 | $1.9M | 26k | 74.11 |
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| Verizon Communications (VZ) | 0.3 | $1.9M | +271% | 46k | 41.96 |
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| Best Buy (BBY) | 0.3 | $1.9M | 23k | 82.03 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $1.9M | -3% | 20k | 96.71 |
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| At&t (T) | 0.3 | $1.9M | +195% | 108k | 17.60 |
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| Campbell Soup Company (CPB) | 0.2 | $1.9M | 42k | 44.45 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $1.9M | +5% | 43k | 43.35 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $1.8M | -3% | 117k | 15.73 |
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| Msc Indl Direct Cl A (MSM) | 0.2 | $1.8M | -2% | 19k | 97.04 |
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| Exelon Corporation (EXC) | 0.2 | $1.8M | +2% | 49k | 37.57 |
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| Kraft Heinz (KHC) | 0.2 | $1.8M | -2% | 49k | 36.90 |
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| Altria (MO) | 0.2 | $1.8M | +10% | 41k | 43.62 |
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| Gilead Sciences (GILD) | 0.2 | $1.8M | 24k | 73.25 |
|
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| 3M Company (MMM) | 0.2 | $1.8M | +268% | 17k | 106.07 |
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| Sprott Physical Gold & Silver Tr Unit (CEF) | 0.2 | $1.8M | +9% | 87k | 20.34 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $1.7M | +404% | 6.6k | 260.72 |
|
| United Parcel Service CL B (UPS) | 0.2 | $1.7M | +291% | 11k | 148.63 |
|
| Ishares Short-term National Muni Bond Etf Shrt Nat Mun Etf (SUB) | 0.2 | $1.7M | -45% | 16k | 104.73 |
|
| Pfizer (PFE) | 0.2 | $1.7M | +304% | 61k | 27.75 |
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| Evergy (EVRG) | 0.2 | $1.6M | +371% | 30k | 53.38 |
|
| Goldman Sachs Etf Tr Aces Ultra Shr (GSST) | 0.2 | $1.6M | +104% | 32k | 50.35 |
|
| Coca-cola Europacific Partners SHS (CCEP) | 0.2 | $1.6M | 23k | 69.95 |
|
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| Newmont Mining Corporation (NEM) | 0.2 | $1.6M | +322% | 43k | 35.84 |
|
| Mid-America Apartment (MAA) | 0.2 | $1.5M | 12k | 131.58 |
|
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| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.2 | $1.5M | +66% | 30k | 50.46 |
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| Arm Holdings Sponsored Adr (ARM) | 0.2 | $1.4M | -33% | 11k | 124.99 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.3M | -20% | 2.6k | 523.07 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $1.3M | 14k | 94.41 |
|
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| Broadcom (AVGO) | 0.2 | $1.2M | +75% | 918.00 | 1325.41 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $1.1M | -27% | 9.2k | 123.18 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT) | 0.1 | $1.1M | -21% | 24k | 46.40 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.1M | -23% | 3.2k | 337.05 |
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| Barings Bdc (BBDC) | 0.1 | $1.1M | NEW | 116k | 9.30 |
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| ConocoPhillips (COP) | 0.1 | $1.0M | +22% | 8.2k | 127.28 |
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| Williams Companies (WMB) | 0.1 | $1.0M | +44% | 26k | 38.97 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $970k | 16k | 61.05 |
|
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| Pinnacle Financial Partners (PNFP) | 0.1 | $965k | -34% | 11k | 85.88 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $935k | NEW | 3.3k | 286.61 |
|
| Visa Com Cl A (V) | 0.1 | $918k | +12% | 3.3k | 279.05 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $906k | -5% | 4.0k | 228.60 |
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| Abbvie (ABBV) | 0.1 | $904k | +61% | 5.0k | 182.10 |
|
| Johnson & Johnson (JNJ) | 0.1 | $893k | +78% | 5.6k | 158.18 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $887k | +56% | 1.8k | 504.60 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $873k | +3% | 1.8k | 481.57 |
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| Investar Holding (ISTR) | 0.1 | $834k | -10% | 51k | 16.36 |
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| Meta Platforms Cl A (META) | 0.1 | $831k | +68% | 1.7k | 485.58 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $799k | -19% | 3.9k | 205.72 |
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| Plains All Amern Pipeline Unit Ltd Partn (PAA) | 0.1 | $793k | -7% | 45k | 17.56 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $791k | -23% | 8.3k | 94.89 |
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| Super Micro Computer (SMCI) | 0.1 | $768k | NEW | 760.00 | 1010.03 |
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| Procter & Gamble Company (PG) | 0.1 | $751k | +59% | 4.6k | 162.24 |
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| Devon Energy Corporation (DVN) | 0.1 | $735k | +126% | 15k | 50.18 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $706k | +48% | 1.2k | 581.21 |
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| Targa Res Corp (TRGP) | 0.1 | $690k | +45% | 6.2k | 111.99 |
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| Costco Wholesale Corporation (COST) | 0.1 | $685k | +128% | 935.00 | 732.86 |
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| Murphy Usa (MUSA) | 0.1 | $654k | 1.6k | 419.20 |
|
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $622k | -93% | 5.6k | 110.21 |
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| Eli Lilly & Co. (LLY) | 0.1 | $618k | +104% | 795.00 | 777.55 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $616k | +10% | 5.6k | 110.52 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.1 | $607k | +82% | 8.5k | 71.35 |
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| Goldman Sachs (GS) | 0.1 | $589k | +51% | 1.4k | 417.69 |
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| Phillips 66 (PSX) | 0.1 | $562k | +6% | 3.4k | 163.34 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $561k | 3.5k | 158.81 |
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| FedEx Corporation (FDX) | 0.1 | $539k | 1.9k | 289.77 |
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| Nike CL B (NKE) | 0.1 | $523k | +2% | 5.6k | 93.97 |
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| Intel Corporation (INTC) | 0.1 | $516k | +9% | 12k | 44.17 |
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| Pepsi (PEP) | 0.1 | $515k | +18% | 2.9k | 175.01 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $514k | +20% | 7.1k | 72.34 |
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| Travelers Companies (TRV) | 0.1 | $510k | 2.2k | 230.15 |
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| Vanguard World Energy Etf (VDE) | 0.1 | $506k | +35% | 3.8k | 131.70 |
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| Servicenow (NOW) | 0.1 | $501k | +67% | 657.00 | 762.70 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $500k | NEW | 9.9k | 50.74 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $500k | NEW | 4.7k | 106.46 |
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| Eastman Kodak Com New (KODK) | 0.1 | $495k | 100k | 4.95 |
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| Cardinal Health (CAH) | 0.1 | $487k | 4.4k | 111.90 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $476k | +47% | 3.7k | 128.40 |
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| Pacer Fds Tr Amercn Enrgy Ind (USAI) | 0.1 | $471k | 15k | 31.72 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $460k | 9.7k | 47.46 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $459k | -94% | 3.8k | 120.99 |
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| Nustar Energy Unit Com | 0.1 | $447k | -7% | 19k | 23.27 |
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| United Rentals (URI) | 0.1 | $433k | 600.00 | 721.11 |
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| Wells Fargo & Company (WFC) | 0.1 | $429k | +50% | 7.4k | 57.96 |
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| Agnico (AEM) | 0.1 | $428k | 7.2k | 59.65 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $420k | NEW | 1.2k | 346.61 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $420k | 8.8k | 47.62 |
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| Caterpillar (CAT) | 0.1 | $416k | -6% | 1.1k | 366.35 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $415k | -37% | 13k | 31.62 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $408k | NEW | 5.0k | 81.67 |
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| salesforce (CRM) | 0.1 | $387k | NEW | 1.3k | 301.18 |
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| Amgen (AMGN) | 0.0 | $365k | +30% | 1.3k | 284.32 |
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| Juniper Networks (JNPR) | 0.0 | $364k | NEW | 9.8k | 37.06 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $364k | -12% | 4.7k | 76.67 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $360k | 1.5k | 247.41 |
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| Western Midstream Partners Com Unit Lp Int (WES) | 0.0 | $360k | 10k | 35.55 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $355k | +20% | 5.5k | 64.99 |
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| Dex (DXCM) | 0.0 | $354k | NEW | 2.6k | 138.70 |
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| UnitedHealth (UNH) | 0.0 | $352k | NEW | 711.00 | 494.70 |
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| Dick's Sporting Goods (DKS) | 0.0 | $349k | NEW | 1.6k | 224.86 |
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| Oracle Corporation (ORCL) | 0.0 | $347k | NEW | 2.8k | 125.61 |
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| H&R Block (HRB) | 0.0 | $345k | 7.0k | 49.11 |
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| BP Sponsored Adr (BP) | 0.0 | $343k | 9.1k | 37.68 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $343k | -19% | 7.2k | 47.44 |
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| Equinix (EQIX) | 0.0 | $342k | +47% | 414.00 | 825.33 |
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| Ftai Aviation SHS (FTAI) | 0.0 | $337k | NEW | 5.0k | 67.30 |
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| Graphic Packaging Holding Company (GPK) | 0.0 | $322k | -15% | 11k | 29.18 |
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| Medpace Hldgs (MEDP) | 0.0 | $316k | 783.00 | 404.15 |
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| Cloudflare Cl A Com (NET) | 0.0 | $315k | NEW | 3.3k | 96.83 |
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| Skyworks Solutions (SWKS) | 0.0 | $311k | 2.9k | 108.30 |
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| Block Cl A (SQ) | 0.0 | $311k | NEW | 3.7k | 84.58 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $305k | 8.5k | 35.84 |
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| BlackRock (BLK) | 0.0 | $304k | NEW | 365.00 | 833.70 |
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| Eaton Corp SHS (ETN) | 0.0 | $297k | +11% | 951.00 | 312.68 |
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| American Tower Reit (AMT) | 0.0 | $297k | NEW | 1.5k | 197.59 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $294k | -17% | 3.8k | 77.31 |
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| Southern Copper Corporation (SCCO) | 0.0 | $293k | NEW | 2.8k | 106.52 |
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| Target Corporation (TGT) | 0.0 | $293k | -16% | 1.7k | 177.21 |
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| Global Payments (GPN) | 0.0 | $291k | 2.2k | 133.66 |
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| Fb Finl (FBK) | 0.0 | $283k | 7.5k | 37.66 |
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| Ford Motor Company (F) | 0.0 | $282k | 21k | 13.28 |
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| Sportsmans Whse Hldgs (SPWH) | 0.0 | $280k | 90k | 3.11 |
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| Abbott Laboratories (ABT) | 0.0 | $279k | +21% | 2.5k | 113.66 |
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| Palo Alto Networks (PANW) | 0.0 | $278k | +37% | 977.00 | 284.13 |
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| Shell Spon Ads (SHEL) | 0.0 | $276k | 4.1k | 67.04 |
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| McKesson Corporation (MCK) | 0.0 | $273k | 508.00 | 536.66 |
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| Advanced Micro Devices (AMD) | 0.0 | $273k | NEW | 1.5k | 180.49 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $271k | NEW | 1.3k | 201.43 |
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| Wal-Mart Stores (WMT) | 0.0 | $270k | +205% | 4.5k | 60.17 |
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| Nucor Corporation (NUE) | 0.0 | $267k | -3% | 1.4k | 197.90 |
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| Dollar General (DG) | 0.0 | $265k | NEW | 1.7k | 156.06 |
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| AFLAC Incorporated (AFL) | 0.0 | $258k | 3.0k | 85.86 |
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| Valero Energy Corporation (VLO) | 0.0 | $256k | NEW | 1.5k | 170.69 |
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| Invesco Currencyshares Brit Brit Poun Strl (FXB) | 0.0 | $254k | 2.1k | 121.57 |
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| Main Street Capital Corporation (MAIN) | 0.0 | $252k | 5.3k | 47.31 |
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| Clean Harbors (CLH) | 0.0 | $252k | +2% | 1.3k | 201.31 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $251k | NEW | 9.0k | 27.88 |
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| The Trade Desk Com Cl A (TTD) | 0.0 | $247k | NEW | 2.8k | 87.42 |
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| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.0 | $247k | -12% | 5.0k | 48.99 |
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| Crown Castle Intl (CCI) | 0.0 | $247k | NEW | 2.3k | 105.83 |
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| Prologis (PLD) | 0.0 | $244k | 1.9k | 130.22 |
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| D.R. Horton (DHI) | 0.0 | $241k | +4% | 1.5k | 164.55 |
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| Archer Daniels Midland Company (ADM) | 0.0 | $236k | -2% | 3.8k | 62.81 |
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| First Horizon National Corporation (FHN) | 0.0 | $236k | 15k | 15.40 |
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| Ralph Lauren Corp Cl A (RL) | 0.0 | $235k | NEW | 1.3k | 187.76 |
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| General Mills (GIS) | 0.0 | $234k | NEW | 3.3k | 69.97 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $233k | -30% | 2.2k | 103.79 |
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| Snap-on Incorporated (SNA) | 0.0 | $224k | 757.00 | 296.22 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $223k | NEW | 559.00 | 399.09 |
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| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.0 | $223k | 11k | 21.24 |
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| Constellation Brands Cl A (STZ) | 0.0 | $222k | NEW | 818.00 | 271.83 |
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| Home Ban (HBCP) | 0.0 | $220k | 5.7k | 38.31 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $217k | -27% | 5.2k | 41.56 |
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| Zoetis Cl A (ZTS) | 0.0 | $214k | +7% | 1.3k | 169.21 |
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| Philip Morris International (PM) | 0.0 | $213k | 2.3k | 91.62 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $202k | NEW | 2.4k | 83.59 |
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| Lyft Cl A Com (LYFT) | 0.0 | $197k | 10k | 19.35 |
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| Olo Cl A (OLO) | 0.0 | $167k | 30k | 5.49 |
|
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| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $155k | 13k | 11.93 |
|
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $135k | 38k | 3.54 |
|
|
| Lumen Technologies (LUMN) | 0.0 | $124k | -5% | 80k | 1.56 |
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $84k | -5% | 12k | 7.19 |
|
| Neuberger Berman Mlp Income (NML) | 0.0 | $84k | 11k | 7.37 |
|
|
| Hanesbrands (HBI) | 0.0 | $71k | NEW | 12k | 5.80 |
|
| Western Asst High Incm Opprtnty Fnd (HIO) | 0.0 | $54k | -3% | 14k | 3.90 |
|
| Upland Software (UPLD) | 0.0 | $45k | 14k | 3.09 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $947.000000 | NEW | 10k | 0.09 |
|
Past Filings by Steel Grove Capital Advisors
SEC 13F filings are viewable for Steel Grove Capital Advisors going back to 2010
- Steel Grove Capital Advisors 2024 Q1 filed May 15, 2024
- Steel Grove Capital Advisors 2023 Q4 filed Jan. 18, 2024
- Green Square Capital Advisors 2023 Q3 filed Oct. 10, 2023
- Green Square Capital Advisors 2023 Q2 filed July 13, 2023
- Green Square Capital Advisors 2023 Q1 filed April 14, 2023
- Green Square Capital Advisors 2022 Q4 filed Feb. 15, 2023
- Green Square Capital Advisors 2022 Q3 filed Oct. 31, 2022
- Green Square Capital Advisors 2022 Q2 filed July 20, 2022
- Green Square Capital Advisors 2022 Q1 filed May 5, 2022
- Green Square Capital Advisors 2021 Q4 filed March 8, 2022
- Green Square Capital Advisors 2021 Q3 filed Oct. 19, 2021
- Green Square Capital Advisors 2021 Q2 filed July 29, 2021
- Green Square Capital Advisors 2021 Q1 filed May 17, 2021
- Green Square Capital Advisors 2020 Q4 filed Feb. 16, 2021
- Green Square Capital Advisors 2020 Q3 filed Nov. 16, 2020
- Green Square Capital Advisors 2020 Q2 filed Aug. 14, 2020