IG
| |
Iron Gate Global Advisors LLC13F | |
| Iron Gate Global Advisors LLC | |
| Last update 2025-05-27 | 95 Stocks (13 new) |
| Value $725.00 Mil | Turnover 7 % |
Iron Gate Global Advisors LLC Top Holdings of 2025-03-31
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| 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 | 173,312 | 92,302.6 | +2.16% | 12.720 | +0.27% | 0.010 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
AMZN | Amazon.com Inc | 354,848 | 67,513.4 | +7.45% | 9.310 | +0.65% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
AAPL | Apple Inc | 294,699 | 65,461.5 | -0.52% | 9.020 | -0.05% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
META | Meta Platforms Inc | 99,556 | 57,380.3 | -1.72% | 7.910 | -0.14% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
AXP | American Express Co | 164,288 | 44,201.5 | -0.53% | 6.090 | -0.04% | 0.020 | +22.85% | +4.61% | 215,746.3 | Credit Services | |
MSFT | Microsoft Corp | 110,848 | 41,611.2 | +3.43% | 5.740 | +0.19% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
GOOG | Alphabet Inc | 245,416 | 38,341.3 | +20.54% | 5.280 | +0.90% | 0.000 | +21.39% | -2.13% | 2,250,461.0 | Interactive Media | |
ICSH |
iShares Ultra Short Duration Bond Active ETF
iShares Ultra Short Duration Bond Active ETF
| 685,227 | 34,741.0 | +16.84% | 4.790 | +0.69% | 0.570 | +1.22% | +2.71% | 5,970.3 | ||
NVDA | NVIDIA Corp | 317,389 | 34,400.6 | +20.71% | 4.740 | +0.81% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
UBER | Uber Technologies Inc | 410,792 | 29,930.3 | +35.34% | 4.130 | +1.08% | 0.020 | +20.40% | +50.18% | 189,438.9 | Software |
Iron Gate Global Advisors LLC's Historical Top Holdings Breakdowns
Iron Gate Global Advisors LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
UBER | Uber Technologies Inc | 2025-03-31 | Add Add | +1.08% | 63.17 ($72.04) 81.49 | $90.59 | 25.75% | Add 35.34% | 410,792 | 107,277 | |
HSY | The Hershey Co | 2025-03-31 | Add Add | +1.00% | 144.74 ($163.72) 186.36 | $171.29 | 4.62% | Add 56.33% | 117,912 | 42,488 | |
GOOG | Alphabet Inc | 2025-03-31 | Add Add | +0.90% | 156.06 ($183.12) 207.71 | $185.94 | 1.54% | Add 20.54% | 245,416 | 41,811 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.81% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Add 20.71% | 317,389 | 54,461 | |
ICSH |
iShares Ultra Short Duration Bond Active ETF
iShares Ultra Short Duration Bond Active ETF
| 2025-03-31 | Add Add | +0.69% | 50.44 ($50.57) 50.7 | $50.62 | 0.10% | Add 16.84% | 685,227 | 98,751 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +0.65% | 190.26 ($217) 242.06 | $226.13 | 4.21% | Add 7.45% | 354,848 | 24,613 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | Add Add | +0.49% | 64.98 ($87.82) 124.62 | $153.52 | 74.81% | Add 206.8% | 62,258 | 41,965 | |
BILL | BILL Holdings Inc | 2025-03-31 | Sold Out Sold Out | -0.38% | 43.59 ($67.25) 97.07 | $45.86 | -31.81% | Sold Out | 0 | -29,756 | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 2025-03-31 | Reduce Reduce | -0.28% | 58.07 ($58.36) 58.69 | $58.55 | 0.33% | Reduce -64.14% | 18,579 | -33,226 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +0.27% | 442.66 ($486.15) 534.52 | $473.80 | -2.54% | Add 2.16% | 173,312 | 3,657 |
Iron Gate Global Advisors LLC Total Holding History ($B)
Iron Gate Global Advisors LLC's Asset Allocation
Iron Gate Global Advisors LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Iron Gate Global Advisors LLC's Hypothetical Growth since 2025-03-31
Iron Gate Global Advisors LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Iron Gate Global Advisors LLC's Holdings Heat Map
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Iron Gate Global Advisors LLC's Holdings Bubble Chart
Iron Gate Global Advisors LLC News
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