STEEL GROVE CAPITAL ADVISORS, LLC Q3 2021 Filing

Filed October 19, 2021

Portfolio Value

$440K

Holdings

148

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (148 positions)

StockValue
VOOVANGUARD S&P 500 ETF
$88.1M
NDQINVESCO QQQ TRUST
$67.9M
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF
$41.0M
AAPLAPPLE INC COM
$23.4M
MDYSPDR S&P MIDCAP 400 ETF
$12.6M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$11.2M
VGSHVANGUARD SHORT-TERM GOVERNMENT BOND ETF
$9.1M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$8.6M
JPMJPMORGAN CHASE & CO COM
$8.3M
SRVRPACER BENCHMARK DATA & INFRASTRUCTURE REAL ESTATE SCTR ETF
$7.6M
LYFTLYFT INC CL A COM
$4.3M
KOCOCA COLA CO COM
$4.3M
IVVISHARES CORE S&P 500 ETF
$3.6M
LUMNLUMEN TECHNOLOGIES INC COM
$3.1M
EPDENTERPRISE PRODS PARTNERS L P COM
$2.9M
VFHVANGUARD FINANCIALS INDEX FUND
$2.6M
XOMEXXON MOBIL CORP COM
$2.4M
WEPMAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP
$2.3M
CSCOCISCO SYS INC COM
$2.2M
PFEPFIZER INC COM
$2.2M
CVXCHEVRON CORP NEW COM
$2.2M
KMIKINDER MORGAN INC DEL COM
$2.1M
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
$2.1M
IPGINTERPUBLIC GROUP COS INC COM
$2.1M
IPINTERNATIONAL PAPER CO COM
$2.0M
AMLPALERIAN MLP ETF
$1.9M
SOSOUTHERN CO COM
$1.9M
CEF/USPROTT PHYSICAL GOLD & SILVER TR UNIT
$1.9M
PEOEXELON CORP COM
$1.9M
TAT&T INC COM
$1.9M
MSFTMICROSOFT CORP COM
$1.9M
HRBBLOCK H & R INC COM
$1.8M
JNPJUNIPER NETWORKS INC COM
$1.8M
DUKDUKE ENERGY CORP NEW COM NEW
$1.8M
ABBVABBVIE INC COM
$1.8M
BACVERIZON COMMUNICATIONS INC COM
$1.8M
GISGENERAL MLS INC COM
$1.8M
IBMINTERNATIONAL BUSINESS MACHS COM
$1.8M
AVGOBROADCOM INC COM
$1.8M
GILDGILEAD SCIENCES INC COM
$1.7M
PPLPPL CORP COM
$1.6M
LMTLOCKHEED MARTIN CORP COM
$1.6M
LEGLEGGETT & PLATT INC COM
$1.6M
MMM3M CO COM
$1.6M
MOALTRIA GROUP INC COM
$1.6M
SNASNAP ON INC COM
$1.6M
HN9HANESBRANDS INC COM
$1.6M
WBAWALGREENS BOOTS ALLIANCE INC COM
$1.6M
DOWDOW INC COM
$1.6M
LYBLYONDELLBASELL INDUSTRIES N V SHS - A -
$1.6M
MSMMSC INDL DIRECT INC CL A
$1.5M
NEMNEWMONT CORP COM
$1.5M
BMYBRISTOL-MYERS SQUIBB CO COM
$1.5M
PSXPHILLIPS 66 COM
$1.5M
ETENERGY TRANSFER L P COM UT LTD PTN
$1.5M
NWLNEWELL BRANDS INC COM
$1.5M
CCEPCOCA-COLA EUROPACIFIC PARTNERS SHS
$1.3M
ISTRINVESTAR HLDG CORP COM
$1.2M
SPYSPDR S&P 500 ETF
$1.2M
NMLNEUBERGER BERMAN MLP & ENERGY COM
$1.0M
VBVANGUARD SMALL-CAP INDEX FUND
$1.0M
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF
$985K
NVDANVIDIA CORPORATION COM
$983K
BSVVANGUARD SHORT-TERM BOND INDEX FUND
$918K
METAFACEBOOK INC CL A
$899K
IWMISHARES RUSSELL 2000 ETF
$877K
SCHBSCHWAB U.S. BROAD MARKET ETF
$845K
PYPLPAYPAL HLDGS INC COM
$814K
DYHTARGET CORP COM
$788K
HDHOME DEPOT INC COM
$763K
GSSTGOLDMAN SACHS ACCESS ULTRA SHORT BOND ETF
$749K
AGZISHARES AGENCY BOND ETF
$743K
VVISA INC COM CL A
$725K
VGITVANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF
$720K
IEFISHARES 7-10 YEAR TREASURY BOND ETF
$719K
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
$699K
KODKEASTMAN KODAK CO COM NEW
$681K
SHYISHARES 1-3 YEAR TREASURY BOND ETF
$655K
STIPISHARES 0-5 YEAR TIPS BOND ETF
$655K
AQLTISHARES U.S. TREASURY BOND ETF
$637K
ATCXATLAS TECHNICAL CONSULTANTS IN COM CLS A
$580K
PAAPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
$559K
FT2FIRST HORIZON CORPORATION COM
$557K
WMTWALMART INC COM
$557K
VCSHVANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
$552K
R6C2ROYAL DUTCH SHELL PLC SPON ADR B
$525K
MAMASTERCARD INCORPORATED CL A
$520K
TIPISHARES TIPS BOND ETF
$515K
SCHRSCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF
$500K
ALBALBEMARLE CORP COM
$500K
QLTAISHARES AAA - A RATED CORPORATE BOND ETF
$495K
UPLDUPLAND SOFTWARE INC COM
$482K
WMBWILLIAMS COS INC COM
$473K
CECELANESE CORP DEL COM
$472K
GSGOLDMAN SACHS GROUP INC COM
$411K
NSUSDNUSTAR ENERGY LP UNIT COM
$409K
FFORD MTR CO DEL COM
$400K
FXBINVESCO CURRENCYSHARES BRITISH POUND STERLING TRUST
$378K
AMTAMERICAN TOWER CORP NEW COM
$377K
RRBIRED RIVER BANCSHARES INC COM
$374K
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