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 |