STEEL GROVE CAPITAL ADVISORS, LLC Q3 2020 Filing

Filed November 16, 2020

Portfolio Value

$245.7M

Holdings

111

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (111 positions)

#StockSharesValue% PortfolioType
1
VOOVANGUARD S&P 500 ETF
110,545$34.0M13.84%
2
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF
102,870$28.5M11.62%
3
NDQINVESCO QQQ TRUST
72,805$20.2M8.23%
4
AAPLAPPLE INC COM
155,270$18.0M7.32%
5
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
38,340$8.2M3.32%
6
AMZNAMAZON COM INC COM
2,590$8.2M3.32%
7
VGSHVANGUARD SHORT-TERM GOVERNMENT BOND ETF
106,788$6.6M2.70%
8
JPMJPMORGAN CHASE & CO COM
58,467$5.6M2.29%
9
SRVRPACER BENCHMARK DATA & INFRASTRUCTURE REAL ESTATE SCTR ETF
123,494$4.4M1.78%
10
AMLPALERIAN MLP ETF
188,228$3.8M1.53%
11
VDEVANGUARD ENERGY INDEX FUND
93,161$3.8M1.53%
12
KOCOCA COLA CO COM
75,944$3.7M1.53%
13
MDYSPDR S&P MIDCAP 400 ETF
10,871$3.7M1.50%
14
AGGISHARES CORE U.S. AGGREGATE BOND ETF
29,988$3.5M1.44%
15
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
81,025$3.3M1.35%
16
AQLTISHARES U.S. TREASURY BOND ETF
98,809$2.8M1.12%
17
LYFTLYFT INC CL A COM
95,856$2.6M1.07%
18
IVVISHARES CORE S&P 500 ETF
7,627$2.6M1.04%
19
EPDENTERPRISE PRODS PARTNERS L P COM
149,972$2.4M0.96%
20
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
22,919$2.3M0.95%
21
VFHVANGUARD FINANCIALS INDEX FUND
39,350$2.3M0.94%
22
WEPMAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP
54,290$1.9M0.76%
23
UPSUNITED PARCEL SERVICE INC CL B
10,684$1.8M0.72%
24
CTLEURLUMEN TECHNOLOGIES INC COM
167,102$1.7M0.69%
25
TAT&T INC COM
58,568$1.7M0.68%
26
WHRWHIRLPOOL CORP COM
8,428$1.6M0.63%
27
QCOMQUALCOMM INC COM
12,866$1.5M0.62%
28
IPINTERNATIONAL PAPER CO COM
37,274$1.5M0.62%
29
HLTHILTON WORLDWIDE HLDGS INC COM
17,663$1.5M0.61%
30
ADMARCHER DANIELS MIDLAND CO COM
31,821$1.5M0.60%
31
HDHOME DEPOT INC COM
5,109$1.4M0.58%
32
CMICUMMINS INC COM
6,704$1.4M0.58%
33
KODKEASTMAN KODAK CO COM NEW
159,792$1.4M0.57%
34
LUVSOUTHWEST AIRLS CO COM
37,153$1.4M0.57%
35
AMGNAMGEN INC COM
5,422$1.4M0.56%
36
GMGENERAL MTRS CO COM
46,381$1.4M0.56%
37
MARMARRIOTT INTL INC NEW CL A
14,733$1.4M0.56%
38
BACVERIZON COMMUNICATIONS INC COM
22,810$1.4M0.55%
39
TXNTEXAS INSTRS INC COM
9,447$1.3M0.55%
40
PFEPFIZER INC COM
36,204$1.3M0.54%
41
ETNEATON CORP PLC SHS
12,902$1.3M0.54%
42
AVGOBROADCOM INC COM
3,609$1.3M0.54%
43
DALDELTA AIR LINES INC DEL COM NEW
41,847$1.3M0.52%
44
NUENUCOR CORP COM
27,960$1.3M0.51%
45
NWLNEWELL BRANDS INC COM
72,617$1.2M0.51%
46
WFCWELLS FARGO CO NEW COM
52,547$1.2M0.50%
47
DUKDUKE ENERGY CORP NEW COM NEW
13,633$1.2M0.49%
48
LYBLYONDELLBASELL INDUSTRIES N V SHS - A -
16,840$1.2M0.48%
49
ABBVABBVIE INC COM
13,383$1.2M0.48%
50
PPLPPL CORP COM
42,998$1.2M0.48%
51
SOSOUTHERN CO COM
21,559$1.2M0.48%
52
IBMINTERNATIONAL BUSINESS MACHS COM
9,578$1.2M0.47%
53
CVXCHEVRON CORP NEW COM
15,930$1.1M0.47%
54
UALUNITED AIRLS HLDGS INC COM
32,383$1.1M0.46%
55
MSMMSC INDL DIRECT INC CL A
17,232$1.1M0.44%
56
SONSONOCO PRODS CO COM
21,297$1.1M0.44%
57
MOALTRIA GROUP INC COM
28,072$1.1M0.44%
58
XOMEXXON MOBIL CORP COM
30,515$1.0M0.43%
59
IPGINTERPUBLIC GROUP COS INC COM
62,819$1.0M0.43%
60
WBAWALGREENS BOOTS ALLIANCE INC COM
28,968$1.0M0.42%
61
SPYSPDR S&P 500 ETF
3,098$1.0M0.42%
62
CAHCARDINAL HEALTH INC COM
22,006$1.0M0.42%
63
PEOEXELON CORP COM
27,931$999K0.41%
64
AALAMERICAN AIRLS GROUP INC COM
75,757$931K0.38%
65
PSXPHILLIPS 66 COM
17,862$926K0.38%
66
CCEPCOCA COLA EUROPEAN PARTNERS P SHS
23,763$922K0.38%
67
VLOVALERO ENERGY CORP COM
21,054$912K0.37%
68
ETENERGY TRANSFER LP COM UT LTD PTN
163,904$888K0.36%
69
FT2FIRST HORIZON NATL CORP COM
82,049$774K0.32%
70
VBVANGUARD SMALL-CAP INDEX FUND
5,006$770K0.31%
71
MSFTMICROSOFT CORP COM
3,552$747K0.30%
72
ISTRINVESTAR HLDG CORP COM
53,207$682K0.28%
73
SCHBSCHWAB U.S. BROAD MARKET ETF
8,138$648K0.26%
74
PYPLPAYPAL HLDGS INC COM
3,054$602K0.25%
75
NMLNEUBERGER BERMAN MLP & ENERGY COM
238,615$568K0.23%
76
UPLDUPLAND SOFTWARE INC COM
14,411$543K0.22%
77
WMBWILLIAMS COS INC COM
27,141$533K0.22%
78
WMTWALMART INC COM
3,465$485K0.20%
79
GOOGLALPHABET INC CAP STK CL A
302$443K0.18%
80
SCHOSCHWAB SHORT-TERM U.S. TREASURY ETF
8,459$436K0.18%
81
BSVVANGUARD SHORT-TERM BOND INDEX FUND
5,180$430K0.18%
82
KMIKINDER MORGAN INC DEL COM
34,908$430K0.18%
83
METAFACEBOOK INC CL A
1,576$413K0.17%
84
GPNGLOBAL PMTS INC COM
2,178$387K0.16%
85
HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF
13,849$381K0.16%
86
GOOGALPHABET INC CAP STK CL C
258$379K0.15%
87
JUNIPER INDL HLDGS INC COM CL A
35,958$376K0.15%
88
FDXFEDEX CORP COM
1,479$372K0.15%
89
FXBINVESCO CURRENCYSHARES BRITISH POUND STERLING TRUST
2,916$364K0.15%
90
PAAPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
60,716$363K0.15%
91
CECELANESE CORP DEL COM
3,135$337K0.14%
92
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
1$320K0.13%
93
NSUSDNUSTAR ENERGY LP UNIT COM
28,860$306K0.12%
94
CWISPDR MSCI ACWI EX-US ETF
12,266$295K0.12%
95
VXFVANGUARD EXTENDED MARKET INDEX FUND
2,260$293K0.12%
96
SCHPSCHWAB U.S. TIPS ETF
4,666$288K0.12%
97
SCHRSCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF
4,836$284K0.12%
98
R6C2ROYAL DUTCH SHELL PLC SPON ADR B
10,503$254K0.10%
99
VVISA INC COM CL A
1,192$238K0.10%
100
MRKMERCK & CO. INC COM
2,777$230K0.09%
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