SteelBridge Private Wealth Advisors LLC

13F Portfolio Filings

Most recent 13F
Q1 2018
Location
Naples, FL
CIK
0001673693
Alternate names
SIMONBAKER & PARTNERS LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2018 31 11,547 VWO, IVV, IWD, IWS 13F-HR 5/11/2018 000139834418007318
Q4 2017 32 11,861 FPAY, AAPL, VWO, V 13F-HR 2/14/2018 000139834418002152
Q3 2017 31 10,427 AAPL, VWO, V, IWS 13F-HR 11/14/2017 000139834417014589
Q2 2017 69 71,161 SSD, VTI, EFA, ACWI 13F-HR 8/11/2017 000139834417010207
Q1 2017 62 65,930 SSD, VTI, EFA, ACWI 13F-HR 5/15/2017 000139834417006465
Q4 2016 60 63,354 SSD, VTI, EFA, ACWI 13F-HR 2/13/2017 000139834417001926
Q3 2016 46 34,435 SSD, VTI, ACWI, VT 13F-HR 11/14/2016 000139834416020743
Q2 2016 45 33,101 SSD, VTI, ACWI, VT 13F-HR 8/15/2016 000139834416016663
Q1 2016 46 49,214 SSD, VTI, EFA, ACWI 13F-HR 5/13/2016 000139834416013344