Simonbaker & Partners

Latest statistics and disclosures from SteelBridge Private Wealth Advisors's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Simonbaker & Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for SteelBridge Private Wealth Advisors

SteelBridge Private Wealth Advisors holds 31 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Emerging Markets ETF (VWO) 12.9 $1.5M +93% 32k 46.98
 View chart
iShares S&P 500 Index (IVV) 6.7 $771k +32% 2.9k 265.40
 View chart
iShares Russell 1000 Value Index (IWD) 5.3 $618k +7% 5.2k 119.88
 View chart
iShares Russell Midcap Value Index (IWS) 4.7 $544k 6.3k 86.45
 View chart
Flexshopper (FPAY) 4.1 $470k -38% 156k 3.02
 View chart
iShares S&P SmallCap 600 Index (IJR) 4.0 $456k +38% 5.9k 77.04
 View chart
Vanguard Total Stock Market ETF (VTI) 3.9 $447k 3.3k 135.78
 View chart
Visa (V) 3.7 $431k -35% 3.6k 119.76
 View chart
Amazon (AMZN) 3.6 $412k -7% 285.00 1445.61
 View chart
iShares Russell Midcap Growth Idx. (IWP) 3.3 $381k 3.1k 122.86
 View chart
Berkshire Hathaway (BRK.B) 3.2 $368k -4% 1.8k 199.67
 View chart
Cognizant Technology Solutions (CTSH) 3.0 $342k 4.2k 80.60
 View chart
Alphabet Inc Class A cs (GOOGL) 2.6 $305k 294.00 1037.41
 View chart
Facebook Inc cl a (META) 2.6 $299k +5% 1.9k 159.72
 View chart
Booking Holdings (BKNG) 2.5 $295k NEW 142.00 2077.46
 View chart
Cme (CME) 2.5 $285k 1.8k 161.47
 View chart
iShares Russell 1000 Growth Index (IWF) 2.5 $284k +5% 2.1k 136.21
 View chart
Illumina (ILMN) 2.4 $276k 1.2k 236.71
 View chart
Paypal Holdings (PYPL) 2.3 $268k 3.5k 76.01
 View chart
S&p Global (SPGI) 2.3 $267k 1.4k 190.85
 View chart
NVIDIA Corporation (NVDA) 2.2 $259k 1.1k 231.87
 View chart
Vanguard Europe Pacific ETF (VEA) 2.2 $255k +27% 5.8k 44.23
 View chart
Intuitive Surgical (ISRG) 2.2 $254k 616.00 412.34
 View chart
Nike (NKE) 2.1 $239k 3.6k 66.67
 View chart
Equinix (EQIX) 2.0 $236k +11% 564.00 418.44
 View chart
Vanguard Intl Equity Index F glb ex us etf (VNQI) 2.0 $230k NEW 3.8k 60.88
 View chart
Celgene Corporation 2.0 $227k 2.6k 89.02
 View chart
American Tower Reit (AMT) 2.0 $228k 1.6k 145.41
 View chart
Ubs Ag Jersey Brh Alerian Infrst 1.8 $208k 9.8k 21.17
 View chart
Allergan 1.8 $204k NEW 1.2k 167.90
 View chart
Apple (AAPL) 1.8 $203k -73% 1.2k 167.49
 View chart

Past Filings by SteelBridge Private Wealth Advisors

SEC 13F filings are viewable for SteelBridge Private Wealth Advisors going back to 2016