STEEL GROVE CAPITAL ADVISORS, LLC Diversified Active

Location: Memphis, TN

CIK: 0001166308 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 15, 2015

Total Value: $445M (100.0% shares, 0.0% debt)

Holdings (171)

IGF ISHARES TRUST S&P GLOBAL INFRASTRUCTUR 4.0%
Value $17.76M Shares 424,528 Est. Cost $39.91 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 3.8%
Value $17.03M Shares 221,998 Est. Cost $55.43 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 3.3%
Value $14.5M Shares 440,376 Est. Cost $51.04 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQUITY 2.8%
Value $12.41M Shares 225,113 Est. Cost $51.43 Unrealized
ENBRIDGE ENERGY PARTNERS LP 2.8%
Value $12.37M Shares 343,525 Est. Cost $30.59 Unrealized
KMI KINDER MORGAN INC 2.7%
Value $12.19M Shares 289,790 Est. Cost $23.87 Unrealized 0.0%
PAA PLAINS ALL AMERICAN PIPELINE LP 2.6%
Value $11.75M Shares 240,985 Est. Cost $57.11 Unrealized
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 2.6%
Value $11.42M Shares 172,616 Est. Cost $66.14 Unrealized
ENERGY TRANSFER PARTNERS LP 2.4%
Value $10.84M Shares 194,400 Est. Cost $51.54 Unrealized
MTG MGIC INVT CORP WIS COM 2.2%
Value $9.677M Shares 1,004,894 Est. Cost $9.15 Unrealized 0.0%
JP MORGAN ALERIAN MLP ETN 2.1%
Value $9.403M Shares 219,697 Est. Cost $46.46 Unrealized
ONEOK PARTNERS LP 2.1%
Value $9.28M Shares 227,225 Est. Cost $49.71 Unrealized
NUSTAR ENERGY LP UNIT 2.0%
Value $8.75M Shares 144,148 Est. Cost $46.50 Unrealized
WILLIAMS PARTNERS L P COM UNIT LTD PARTNERSHIP INT 1.8%
Value $8.192M Shares 166,445 Est. Cost $49.22 Unrealized
CENTURYLINK INC COM 1.5%
Value $6.733M Shares 194,866 Est. Cost $34.32 Unrealized
AAPL APPLE INC 1.5%
Value $6.729M Shares 54,080 Est. Cost $20.09 Unrealized +33.6%
KSS KOHLS CORP 1.4%
Value $6.263M Shares 80,043 Est. Cost $51.93 Unrealized +31.1%
KO COCA COLA CO COM 1.4%
Value $6.215M Shares 152,039 Est. Cost $27.85 Unrealized +6.3%
TGT TARGET CORP COM 1.4%
Value $6.047M Shares 73,686 Est. Cost $44.95 Unrealized +24.6%
BUCKEYE PARTNERS UTS L P UNIT LTD PARTNERSHIP INT 1.3%
Value $5.866M Shares 77,671 Est. Cost $69.72 Unrealized
LMT LOCKHEED MARTIN CORP 1.3%
Value $5.799M Shares 28,570 Est. Cost $115.30 Unrealized +27.6%
FRONTIER COMMUNICATIONS CORP COM 1.3%
Value $5.788M Shares 821,063 Est. Cost $4.35 Unrealized
MO ALTRIA GROUP INC COM 1.3%
Value $5.717M Shares 113,123 Est. Cost $17.04 Unrealized +53.7%
TXN TEXAS INSTRS INC COM 1.3%
Value $5.635M Shares 98,533 Est. Cost $34.56 Unrealized +20.8%
CSCO CISCO SYS INC 1.3%
Value $5.634M Shares 203,121 Est. Cost $15.69 Unrealized +28.1%
PBF PBF ENERGY INC CL A 1.3%
Value $5.629M Shares 165,957 Est. Cost $24.19 Unrealized +19.9%
PFE PFIZER INC COM 1.3%
Value $5.575M Shares 160,237 Est. Cost $17.24 Unrealized +16.6%
CAG CONAGRA FOODS INC COM 1.2%
Value $5.425M Shares 148,509 Est. Cost $16.52 Unrealized +14.9%
RAYTHEON CO COM NEW 1.2%
Value $5.372M Shares 49,175 Est. Cost $72.25 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP COM 1.2%
Value $5.343M Shares 127,449 Est. Cost $22.43 Unrealized +27.1%
KELLOGG CO COM 1.2%
Value $5.279M Shares 80,048 Est. Cost $41.73 Unrealized 0.0%
MRK MERCK & CO INC 1.2%
Value $5.276M Shares 91,087 Est. Cost $40.30 Unrealized 0.0%
IP INTL PAPER CO COM 1.2%
Value $5.273M Shares 95,035 Est. Cost $26.69 Unrealized +22.7%
INTC INTEL CORP COM 1.2%
Value $5.128M Shares 163,998 Est. Cost $17.62 Unrealized +47.6%
VZ VERIZON COMMUNICATIONS 1.2%
Value $5.121M Shares 105,304 Est. Cost $26.97 Unrealized +2.4%
T AT&T INC COM 1.1%
Value $5.094M Shares 156,010 Est. Cost $11.38 Unrealized +3.6%
DUK DUKE ENERGY CORP NEW COM NEW 1.1%
Value $5.045M Shares 65,707 Est. Cost $45.17 Unrealized +14.7%
JNJ JOHNSON & JOHNSON COM 1.1%
Value $5.021M Shares 49,907 Est. Cost $67.82 Unrealized +10.8%
XOM EXXON MOBIL CORP COM 1.1%
Value $5.017M Shares 59,018 Est. Cost $54.74 Unrealized +1.5%
PG PROCTER & GAMBLE CO COM 1.1%
Value $5.001M Shares 61,028 Est. Cost $57.44 Unrealized +10.7%
UGI UGI CORP NEW COM 1.1%
Value $4.977M Shares 151,719 Est. Cost $29.85 Unrealized +17.5%
ETR ENTERGY CORP NEW COM 1.1%
Value $4.974M Shares 64,191 Est. Cost $26.63 Unrealized 0.0%
MSFT MICROSOFT 1.1%
Value $4.904M Shares 120,633 Est. Cost $28.45 Unrealized +30.9%
STAPLES INC 1.1%
Value $4.894M Shares 298,367 Est. Cost $14.05 Unrealized
DOW CHEM CO COM 1.1%
Value $4.89M Shares 101,910 Est. Cost $40.37 Unrealized
MCD MCDONALDS CORP COM 1.1%
Value $4.871M Shares 49,991 Est. Cost $71.40 Unrealized +1.0%
ACH OWENS & MINOR INC NEW COM 1.1%
Value $4.765M Shares 140,812 Est. Cost $28.12 Unrealized +6.1%
NUE NUCOR CORP COM 1.1%
Value $4.757M Shares 100,084 Est. Cost $39.55 Unrealized -9.1%
CVX CHEVRON CORP NEW COM 1.1%
Value $4.686M Shares 44,633 Est. Cost $70.78 Unrealized -5.5%
CAT CATERPILLAR INC 1.0%
Value $4.608M Shares 57,573 Est. Cost $63.13 Unrealized 0.0%
GUGGENHEIM ENHANCED SHORT DURATION ETF 1.0%
Value $4.507M Shares 90,038 Est. Cost $50.19 Unrealized
ALPS TRUST ETF ALERIAN MLP 1.0%
Value $4.487M Shares 270,793 Est. Cost $17.36 Unrealized
FCX FREEPORT MCMORAN COPPER 1.0%
Value $4.396M Shares 231,981 Est. Cost $21.65 Unrealized -18.6%
EMR EMERSON ELEC CO COM 1.0%
Value $4.361M Shares 77,024 Est. Cost $42.04 Unrealized +3.2%
COP CONOCOPHILLIPS COM 0.9%
Value $4.146M Shares 66,593 Est. Cost $42.32 Unrealized +7.7%
JPM JPMORGAN CHASE & CO COM 0.9%
Value $3.907M Shares 64,496 Est. Cost $36.89 Unrealized +20.0%
WFC WELLS FARGO & CO NEW COM 0.8%
Value $3.383M Shares 62,186 Est. Cost $29.23 Unrealized +36.3%
IVW ISHARES S&P 500 GROWTH ETF 0.6%
Value $2.789M Shares 24,472 Est. Cost $97.83 Unrealized
MARKWEST ENERGY PARTNERS L P 0.5%
Value $2.299M Shares 34,787 Est. Cost $66.09 Unrealized
LAYNE CHRISTENSEN COCOM 0.5%
Value $2.25M Shares 449,175 Est. Cost $19.26 Unrealized
FDX FEDEX CORP 0.4%
Value $1.983M Shares 11,970 Est. Cost $111.40 Unrealized +32.7%
MEDTRONIC PLC SHS 0.4%
Value $1.932M Shares 24,681 Est. Cost $78.28 Unrealized
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.4%
Value $1.927M Shares 11,131 Est. Cost $129.88 Unrealized
SDY SPDR SER TR S&P DIVID ETF 0.4%
Value $1.881M Shares 24,052 Est. Cost $70.54 Unrealized
ARCC ARES CAP CORP COM 0.4%
Value $1.786M Shares 104,015 Est. Cost $5.83 Unrealized +1.0%
IWN ISHARES RUSSELL 2000 VALUE 0.4%
Value $1.576M Shares 15,268 Est. Cost $99.22 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.3%
Value $1.233M Shares 9,915 Est. Cost $109.11 Unrealized
COCA COLA ENTERPRISEINC 0.3%
Value $1.204M Shares 27,243 Est. Cost $35.16 Unrealized
ADT CORP 0.3%
Value $1.202M Shares 28,942 Est. Cost $36.13 Unrealized
SPY SPDR S&P 500 ETF 0.2%
Value $1.075M Shares 5,206 Est. Cost $206.49 Unrealized
DY DYCOM INDS INC COM 0.2%
Value $1.057M Shares 21,633 Est. Cost $30.91 Unrealized +27.1%
LKQ LKQ CORP 0.2%
Value $1.038M Shares 40,627 Est. Cost $23.61 Unrealized -1.5%
V VISA INC 0.2%
Value $1.026M Shares 15,688 Est. Cost $61.28 Unrealized 0.0%
SPDR SHORT-TERM MUNICIPAL BOND ETF 0.2%
Value $1.001M Shares 41,179 Est. Cost $24.26 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.2%
Value $959K Shares 11,330 Est. Cost $84.64 Unrealized
MEMORIAL PRODTN PARTNERS LP COM U REP LTD 0.2%
Value $897K Shares 55,355 Est. Cost $16.20 Unrealized
MOBILE MINI INC 0.2%
Value $782K Shares 18,333 Est. Cost $43.35 Unrealized
T C PIPELINES 0.2%
Value $769K Shares 11,798 Est. Cost $48.06 Unrealized
AAP ADVANCE AUTO PARTS INC 0.2%
Value $718K Shares 4,794 Est. Cost $114.87 Unrealized +17.4%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value $717K Shares 17,544 Est. Cost $40.87 Unrealized
CLH CLEAN HARBORS, INC 0.2%
Value $694K Shares 12,214 Est. Cost $54.78 Unrealized -5.5%
FCAP FIRST CAPITAL INC 0.2%
Value $680K Shares 28,124 Est. Cost $13.78 Unrealized +28.8%
DIS DISNEY WALT CO COM DISNEY 0.1%
Value $637K Shares 6,073 Est. Cost $85.71 Unrealized +7.2%
MAA MID-AMER APT CMNTYS INC 0.1%
Value $609K Shares 7,887 Est. Cost $47.30 Unrealized +11.0%
WERN WERNER ENTERPRISES INC COM 0.1%
Value $608K Shares 19,371 Est. Cost $30.89 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB 0.1%
Value $603K Shares 9,350 Est. Cost $43.45 Unrealized 0.0%
CVS CVS CORP 0.1%
Value $557K Shares 5,399 Est. Cost $41.44 Unrealized +79.3%
TARGA RESOURCES PARTNERS LP 0.1%
Value $543K Shares 13,120 Est. Cost $47.45 Unrealized
MARKET VECTORS ETF TRUST AGRIBUSINESS 0.1%
Value $536K Shares 9,994 Est. Cost $54.63 Unrealized
GOOGLE INC CL C 0.1%
Value $496K Shares 905 Est. Cost $562.89 Unrealized
BAC BANK AMER CORP COM 0.1%
Value $489K Shares 31,802 Est. Cost $11.62 Unrealized +9.8%
EMERGE ENERGY SVCS LP COM REP PARTN 0.1%
Value $419K Shares 8,836 Est. Cost $47.42 Unrealized
SUNOCO LOGISTICS PARTNERS LP COM UNITS 0.1%
Value $418K Shares 10,105 Est. Cost $52.67 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value $388K Shares 9,730 Est. Cost $39.88 Unrealized
UNP UNION PAC CORP COM 0.1%
Value $388K Shares 3,586 Est. Cost $77.53 Unrealized +18.5%
XLE ENERGY SELECT SECTOR SPDR 0.1%
Value $378K Shares 4,874 Est. Cost $77.55 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value $376K Shares 5,858 Est. Cost $64.14 Unrealized
MONOTYPE IMAGING HLDGS INC 0.1%
Value $358K Shares 10,925 Est. Cost $25.45 Unrealized
MEMORIAL RESOURCE DEV CORP COM 0.1%
Value $355K Shares 20,000 Est. Cost $17.75 Unrealized
GENERAL ELECTRIC CO COM 0.1%
Value $353K Shares 14,145 Est. Cost $26.10 Unrealized
BLACKROCK CREDIT ALLOC INCOME TRUST 0.1%
Value $343K Shares 25,508 Est. Cost $13.15 Unrealized
VNQ VANGUARD REIT INDEX ETF 0.1%
Value $342K Shares 4,059 Est. Cost $68.89 Unrealized
MRTN MARTEN TRANSPORT LTD 0.1%
Value $330K Shares 14,238 Est. Cost $6.67 Unrealized +9.2%
THO THOR INDS INC 0.1%
Value $327K Shares 5,168 Est. Cost $48.00 Unrealized 0.0%
WESTERN GAS PARTNERS LP. 0.1%
Value $325K Shares 4,937 Est. Cost $56.78 Unrealized
IBM INTL BUSINESS MACHINES 0.1%
Value $321K Shares 1,999 Est. Cost $96.47 Unrealized 0.0%
NUVEEN CORE EQUITY ALPHA FD COM 0.1%
Value $321K Shares 18,425 Est. Cost $17.42 Unrealized
TESORO LOGISTICS LP COM UNIT LTD PARTNERSHIP INT 0.1%
Value $320K Shares 5,939 Est. Cost $47.43 Unrealized
RGLD ROYAL GOLD INC COM 0.1%
Value $317K Shares 5,000 Est. Cost $68.70 Unrealized 0.0%
MUB ISHARES AMT-FREE MUNI BOND ETF 0.1%
Value $297K Shares 2,683 Est. Cost $104.99 Unrealized
FLAHERTY & CRUMRINE / CLAYMORE PFD SECS 0.1%
Value $292K Shares 14,337 Est. Cost $18.73 Unrealized
INTU INTUIT INC 0.1%
Value $291K Shares 3,000 Est. Cost $65.01 Unrealized +31.0%
ADVENT CLAYMORE GLOBAL CONV SECS & INCOME FD COM 0.1%
Value $289K Shares 43,054 Est. Cost $6.87 Unrealized
PEP PEPSICO INC COM 0.1%
Value $288K Shares 3,012 Est. Cost $56.77 Unrealized +22.8%
DEALERTRACK HOLDINGS INC 0.1%
Value $277K Shares 7,204 Est. Cost $47.55 Unrealized
AFL AFLAC INC COM 0.1%
Value $273K Shares 4,266 Est. Cost $23.60 Unrealized 0.0%
HOEGH LNG PARTNERS LP COM UNIT LTD 0.1%
Value $271K Shares 12,500 Est. Cost $21.68 Unrealized
STWD STARWOOD PROPERTY TRUST 0.1%
Value $264K Shares 10,662 Est. Cost $24.76 Unrealized
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP 0.1%
Value $264K Shares 4,160 Est. Cost $63.46 Unrealized
GLP GLOBAL PARTNERS LP 0.1%
Value $263K Shares 7,560 Est. Cost $34.79 Unrealized
NUVEEN QUALITY PFD INCOME FD 2 0.1%
Value $263K Shares 28,513 Est. Cost $8.77 Unrealized
NUVEEN QUALITY PFD INCOME FD 0.1%
Value $257K Shares 29,863 Est. Cost $8.36 Unrealized
SPECTRA ENERGY PARTNERS LP 0.1%
Value $257K Shares 4,958 Est. Cost $33.75 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value $255K Shares 3,061 Est. Cost $83.31 Unrealized
JOHN HANCOCK PREFERRED INCOME FUND III 0.1%
Value $253K Shares 13,504 Est. Cost $18.23 Unrealized
RITE AID CORP COM 0.1%
Value $248K Shares 28,515 Est. Cost $8.70 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.1%
Value $247K Shares 7,351 Est. Cost $36.74 Unrealized
CALAMOS CONV & HIGH INCOME FD COM SHS 0.1%
Value $243K Shares 17,131 Est. Cost $12.39 Unrealized
AMZN AMAZON.COM INC 0.1%
Value $240K Shares 645 Est. Cost $17.58 Unrealized 0.0%
VGK VANGUARD EUROPEAN 0.1%
Value $239K Shares 4,404 Est. Cost $58.70 Unrealized
BLACKROCK DEBT STRATEGIES FUND 0.1%
Value $239K Shares 63,962 Est. Cost $4.13 Unrealized
CPB CAMPBELL SOUP CO COM 0.1%
Value $238K Shares 5,119 Est. Cost $30.86 Unrealized +6.8%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $234K Shares 1,247 Est. Cost $141.69 Unrealized +5.7%
LADENBURG THALMAN FIN SVCS INC COM 0.1%
Value $232K Shares 60,000 Est. Cost $3.87 Unrealized
LINN ENERGY LLC 0.1%
Value $228K Shares 20,651 Est. Cost $11.04 Unrealized
SO SOUTHERN CO COM 0.0%
Value $221K Shares 5,000 Est. Cost $29.94 Unrealized 0.0%
DU PONT E I DE NEMOURS & CO COM 0.0%
Value $221K Shares 3,091 Est. Cost $71.50 Unrealized
TSLA TESLA MOTORS INC 0.0%
Value $220K Shares 1,166 Est. Cost $13.40 Unrealized +0.8%
JOHN HANCOCK PREFERRED INCOME FUND II 0.0%
Value $216K Shares 10,285 Est. Cost $20.87 Unrealized
KMX CARMAX INC 0.0%
Value $214K Shares 3,100 Est. Cost $65.20 Unrealized 0.0%
PKG PACKAGING CORP OF AMERICA 0.0%
Value $214K Shares 2,719 Est. Cost $57.22 Unrealized 0.0%
HOLLYFRONTIER CORP COM 0.0%
Value $210K Shares 5,221 Est. Cost $49.28 Unrealized
PLAINS GP HLDGS LP SHS CL A REPSTG LTD PARTNER INT 0.0%
Value $209K Shares 7,364 Est. Cost $28.38 Unrealized
IVV ISHARES S&P 500 INDEX 0.0%
Value $209K Shares 1,007 Est. Cost $207.55 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE INDEX 0.0%
Value $208K Shares 2,765 Est. Cost $70.13 Unrealized
EV ENERGY PARTNERS LP 0.0%
Value $208K Shares 15,570 Est. Cost $13.36 Unrealized
ADVENT CLAYMORE CONVERTIBLE SECS & INC 0.0%
Value $202K Shares 11,709 Est. Cost $16.94 Unrealized
FHN FIRST HORIZON NATL CORP COM 0.0%
Value $200K Shares 13,971 Est. Cost $8.41 Unrealized +15.6%
F FORD MOTOR COMPANY 0.0%
Value $162K Shares 10,018 Est. Cost $8.83 Unrealized 0.0%
WESTERN ASSET CLYM INFL OPP IN COM 0.0%
Value $153K Shares 13,501 Est. Cost $11.33 Unrealized
BLACKROCK CORPORATE HIGH YIELD FD VI INC 0.0%
Value $142K Shares 12,690 Est. Cost $11.99 Unrealized
XXHYBXX NEW AMERICA HIGH INCOME FUND 0.0%
Value $139K Shares 15,402 Est. Cost $9.02 Unrealized
WESTERN ASSET HIGH INCOME FUND II INC 0.0%
Value $117K Shares 14,602 Est. Cost $9.21 Unrealized
VOYA PRIME RATE TR SH BEN INT 0.0%
Value $115K Shares 20,820 Est. Cost $5.52 Unrealized
VELOCITYSHARES 3X LONG NATURAL GAS ETN LINKED TO THE S&P GSCI NATURAL GAS I 0.0%
Value $113K Shares 50,000 Est. Cost $2.26 Unrealized
WESTERN ASSET MANAGED HIGH INCOME 0.0%
Value $110K Shares 21,336 Est. Cost $5.85 Unrealized
WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC 0.0%
Value $110K Shares 20,699 Est. Cost $5.94 Unrealized
NUVEEN CR STRATEGIES INCM FD COM SHS 0.0%
Value $103K Shares 11,344 Est. Cost $9.08 Unrealized
EVERGREEN INCOME ADVANTAGE 0.0%
Value $102K Shares 11,489 Est. Cost $8.88 Unrealized
MORGAN STANLEY EM MKTS DM DEBT COM 0.0%
Value $96,000 Shares 10,171 Est. Cost $9.44 Unrealized
PGNN PARAGON NATIONAL BANK 0.0%
Value $96,000 Shares 15,000 Est. Cost $5.95 Unrealized +6.6%
ANWORTH MTG ASSET CORP 0.0%
Value $92,000 Shares 18,125 Est. Cost $5.59 Unrealized
LIBERTY ALL STAR EQUITY FD 0.0%
Value $88,000 Shares 15,031 Est. Cost $5.19 Unrealized
VAN KAMPEN SENIOR INCOME TRUST 0.0%
Value $79,000 Shares 16,572 Est. Cost $4.77 Unrealized
BREITBURN ENERGY PARTNERS L P COM UNIT LTD PARTNERSHIP INT 0.0%
Value $75,000 Shares 13,768 Est. Cost $5.45 Unrealized
PACB PACIFIC BIOSCIENCES CALIF INC COM 0.0%
Value $64,000 Shares 11,000 Est. Cost $6.90 Unrealized 0.0%
PLANET PAYMENT INC SHS 0.0%
Value $46,000 Shares 24,200 Est. Cost $1.97 Unrealized
COCRYSTAL PHARMA INC COM 0.0%
Value $22,000 Shares 15,000 Est. Cost $1.47 Unrealized
PLPL PLANDAI BIOTECHNOLOGY INC COM 0.0%
Value $5,000 Shares 22,150 Est. Cost $0.35 Unrealized -28.3%
TERRA TECH CORP 0.0%
Value $4,000 Shares 22,240 Est. Cost $0.36 Unrealized
GROWLIFE INC 0.0%
Value $1,000 Shares 35,940 Est. Cost $0.06 Unrealized