STEEL GROVE CAPITAL ADVISORS, LLC Q4 2020 Filing

Filed February 16, 2021

Portfolio Value

$306K

Holdings

129

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (129 positions)

StockValue
VOOVANGUARD S&P 500 ETF
$49.4M
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF
$40.0M
NDQINVESCO QQQ TRUST
$28.2M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$8.9M
JPMJPMORGAN CHASE & CO COM
$7.4M
VGSHVANGUARD SHORT-TERM GOVERNMENT BOND ETF
$6.6M
MDYSPDR S&P MIDCAP 400 ETF
$5.0M
VDEVANGUARD ENERGY INDEX FUND
$4.8M
LYFTLYFT INC CL A COM
$4.5M
SRVRPACER BENCHMARK DATA & INFRASTRUCTURE REAL ESTATE SCTR ETF
$4.3M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$4.3M
KOCOCA COLA CO COM
$4.2M
IVVISHARES CORE S&P 500 ETF
$3.5M
IWDISHARES RUSSELL 1000 VALUE ETF
$3.3M
EPDENTERPRISE PRODS PARTNERS L P COM
$2.9M
VFHVANGUARD FINANCIALS INDEX FUND
$2.7M
WEPMAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP
$2.3M
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
$2.2M
XLEENERGY SELECT SECTOR SPDR FUND
$2.0M
AAPLAPPLE INC COM
$2.0M
IPINTERNATIONAL PAPER CO COM
$1.8M
AMLPALERIAN MLP ETF
$1.7M
PSXPHILLIPS 66 COM
$1.6M
CSCOCISCO SYS INC COM
$1.6M
WFCWELLS FARGO CO NEW COM
$1.6M
AGGISHARES CORE U.S. AGGREGATE BOND ETF
$1.6M
LUMNLUMEN TECHNOLOGIES INC COM
$1.6M
AVGOBROADCOM INC COM
$1.5M
LYBLYONDELLBASELL INDUSTRIES N V SHS - A -
$1.5M
NWLNEWELL BRANDS INC COM
$1.5M
HLTHILTON WORLDWIDE HLDGS INC COM
$1.5M
ABBVABBVIE INC COM
$1.5M
IPGINTERPUBLIC GROUP COS INC COM
$1.5M
ETNEATON CORP PLC SHS
$1.5M
TXNTEXAS INSTRS INC COM
$1.5M
SOSOUTHERN CO COM
$1.5M
MARMARRIOTT INTL INC NEW CL A
$1.5M
NUENUCOR CORP COM
$1.5M
ADMARCHER DANIELS MIDLAND CO COM
$1.5M
MSMMSC INDL DIRECT INC CL A
$1.5M
SNASNAP ON INC COM
$1.4M
CMICUMMINS INC COM
$1.4M
VLOVALERO ENERGY CORP COM
$1.4M
HDHOME DEPOT INC COM
$1.4M
PFEPFIZER INC COM
$1.3M
BACVERIZON COMMUNICATIONS INC COM
$1.3M
KODKEASTMAN KODAK CO COM NEW
$1.3M
SONSONOCO PRODS CO COM
$1.3M
LUVSOUTHWEST AIRLS CO COM
$1.3M
PEOEXELON CORP COM
$1.3M
BMYBRISTOL-MYERS SQUIBB CO COM
$1.3M
TAT&T INC COM
$1.3M
WHRWHIRLPOOL CORP COM
$1.3M
DUKDUKE ENERGY CORP NEW COM NEW
$1.3M
CAHCARDINAL HEALTH INC COM
$1.2M
WBAWALGREENS BOOTS ALLIANCE INC COM
$1.2M
PPLPPL CORP COM
$1.2M
AALAMERICAN AIRLS GROUP INC COM
$1.2M
CCEPCOCA COLA EUROPEAN PARTNERS P SHS
$1.2M
DALDELTA AIR LINES INC DEL COM NEW
$1.2M
SPYSPDR S&P 500 ETF
$1.2M
CEF/USPROTT PHYSICAL GOLD & SILVER TR UNIT
$1.1M
UALUNITED AIRLS HLDGS INC COM
$1.1M
ETENERGY TRANSFER LP COM UT LTD PTN
$1.0M
XOMEXXON MOBIL CORP COM
$1.0M
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
$1.0M
IEFISHARES 7-10 YEAR TREASURY BOND ETF
$1.0M
AGZISHARES AGENCY BOND ETF
$1.0M
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF
$999K
VGITVANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF
$994K
VBVANGUARD SMALL-CAP INDEX FUND
$963K
ARKGARK GENOMIC REVOLUTION ETF
$933K
ISTRINVESTAR HLDG CORP COM
$884K
CVXCHEVRON CORP NEW COM
$840K
MSFTMICROSOFT CORP COM
$831K
AQLTISHARES U.S. TREASURY BOND ETF
$820K
NMLNEUBERGER BERMAN MLP & ENERGY COM
$819K
MBBISHARES MBS ETF
$775K
SCHBSCHWAB U.S. BROAD MARKET ETF
$740K
PYPLPAYPAL HLDGS INC COM
$715K
MOALTRIA GROUP INC COM
$675K
UPLDUPLAND SOFTWARE INC COM
$661K
WMBWILLIAMS COS INC COM
$564K
WMTWALMART INC COM
$547K
KMIKINDER MORGAN INC DEL COM
$498K
IBMINTERNATIONAL BUSINESS MACHS COM
$492K
METAFACEBOOK INC CL A
$487K
PAAPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
$474K
GPNGLOBAL PMTS INC COM
$469K
SCHOSCHWAB SHORT-TERM U.S. TREASURY ETF
$435K
BSVVANGUARD SHORT-TERM BOND INDEX FUND
$428K
CECELANESE CORP DEL COM
$407K
R6C2ROYAL DUTCH SHELL PLC SPON ADR B
$399K
NSUSDNUSTAR ENERGY LP UNIT COM
$393K
JUNIPER INDL HLDGS INC COM CL A
$385K
FXBINVESCO CURRENCYSHARES BRITISH POUND STERLING TRUST
$385K
FDXFEDEX CORP COM
$384K
FT2FIRST HORIZON CORPORATION COM
$375K
VXFVANGUARD EXTENDED MARKET INDEX FUND
$372K
HN9HANESBRANDS INC COM
$344K
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