IG

Iron Gate Global Advisors LLC

13F
Iron Gate Global Advisors LLC
Last update 2024-08-14 99 Stocks (4 new)
Value $606.00 Mil Turnover 3 %
Countries:
Top Holdings: BRK.B(10.97%)AAPL(10.66%)AMZN(10.04%)META(8.39%)MSFT(7.57%)
Portfolio Report
Summary Stock Picks Current Portfolio
Iron Gate Global Advisors LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B 		Berkshire Hathaway Inc
163,596
66542.070
+1.31%
10.970
+0.14%
0.010
+11.28%
+27.66%
982609.775
Insurance
AAPL 		Apple Inc
306,756
64658.280
+2.17%
10.660
+0.23%
0.000
+8.96%
+18.98%
3469584.063
Hardware
AMZN 		Amazon.com Inc
314,910
60869.290
+0.45%
10.040
+0.04%
0.000
+2.98%
+26.13%
2011370.437
Retail - Cyclical
META 		Meta Platforms Inc
100,923
50874.190
-0.34%
8.390
-0.03%
0.000
+12.00%
+59.07%
1420112.634
Interactive Media
MSFT 		Microsoft Corp
102,751
45926.620
+0.68%
7.570
+0.05%
0.000
-2.19%
+16.35%
3234560.982
Software
AXP 		American Express Co
162,446
37618.800
+0.17%
6.200
+0.01%
0.020
+17.19%
+44.92%
191228.126
Credit Services
GOOG 		Alphabet Inc
190,649
34970.320
+1.45%
5.770
+0.08%
0.000
-7.23%
+17.11%
2019320.900
Interactive Media
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF
307,888
24609.520
+16.15%
4.060
+0.56%
-
+4.55%
+3.27%
48704.441
 
NVDA 		NVIDIA Corp
179,109
22066.190
-14.04%
3.640
-0.47%
0.000
-11.29%
+134.29%
2845480.000
Semiconductors
NFLX 		Netflix Inc
30,724
20735.010
+0.42%
3.420
+0.01%
0.010
+3.24%
+43.98%
300844.395
Media - Diversified

Iron Gate Global Advisors LLC's Historical Top Holdings Breakdowns

Iron Gate Global Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UBER 		Uber Technologies Inc2024-06-30Add
+0.74%
●
63.52 ($69.5) 77.16
$73.94
6.39%
Add 31.07%
260,737
61,801
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF2024-06-30Add
+0.56%
●
77.99 ($79.4) 80.49
$83.94
5.72%
Add 16.15%
307,888
42,815
NVDA 		NVIDIA Corp2024-06-30Reduce
-0.47%
●
76.2 ($101.1) 135.58
$116.00
14.74%
Reduce -14.04%
179,109
-29,261
HSY 		The Hershey Co2024-06-30Add
+0.29%
●
182 ($193.48) 209.51
$195.43
1.01%
Add 16.88%
66,046
9,537
AAPL 		Apple Inc2024-06-30Add
+0.23%
●
165 ($186.49) 216.67
$228.20
22.37%
Add 2.17%
306,756
6,524
BAC 		Bank of America Corp2024-06-30Reduce
-0.18%
●
34.68 ($38.32) 40.02
$40.27
5.09%
Reduce -81.4%
6,125
-26,800
APD 		Air Products & Chemicals Inc2024-06-30Add
+0.17%
●
227.76 ($253.65) 285.31
$287.98
13.53%
Add 8.74%
50,475
4,056
V 		Visa Inc2024-06-30Add
+0.17%
●
262.47 ($274.09) 281.5
$284.77
3.90%
Add 7.9%
54,070
3,960
BRK.B 		Berkshire Hathaway Inc2024-06-30Add
+0.14%
●
396.73 ($408.62) 420.24
$455.31
11.43%
Add 1.31%
163,596
2,116
VYM 		Vanguard High Dividend Yield Indx ETF2024-06-30Add
+0.14%
●
114.71 ($118.58) 121.51
$127.00
7.10%
Add 12.11%
65,149
7,039

Iron Gate Global Advisors LLC Total Holding History ($B)

To

Iron Gate Global Advisors LLC's Asset Allocation

To

Iron Gate Global Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Iron Gate Global Advisors LLC's Hypothetical Growth since 2024-06-30

Iron Gate Global Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Iron Gate Global Advisors LLC's Holdings Heat Map

Size field:

Iron Gate Global Advisors LLC's Holdings Bubble Chart

Iron Gate Global Advisors LLC News

  • 1

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