IP
| |
IronBridge Private Wealth, LLC13F | |
| IronBridge Private Wealth, LLC | |
| Last update 2025-05-16 | 53 Stocks (10 new) |
| Value $254.00 Mil | Turnover 16 % |
IronBridge Private Wealth, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 575,716 | 62,396.1 | +3.52% | 24.580 | +0.83% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
IWM | iShares Russell 2000 ETF | 90,468 | 18,047.5 | +7.06% | 7.110 | +0.47% | 0.030 | +19.22% | +0.62% | 66,553.7 | ||
IJH | iShares Core S&P Mid-Cap ETF | 252,644 | 14,741.8 | +9.08% | 5.810 | +0.48% | 0.020 | +15.70% | +1.85% | 97,230.9 | ||
AMLP | Alerian MLP ETF | 244,343 | 12,691.2 | -0.64% | 5.000 | -0.03% | 0.120 | +0.97% | +1.97% | 10,502.5 | ||
PULT | Putnam ESG Ultra Short ETF | 233,951 | 11,854.3 | -0.86% | 4.670 | -0.04% | 7.430 | +0.16% | +0.32% | 178.4 | ||
JPST | JPMorgan Ultra-Short Income ETF | 228,704 | 11,579.3 | -0.32% | 4.560 | -0.01% | 0.040 | +0.22% | +0.46% | 32,077.9 | ||
SPY | SPDR S&P 500 ETF Trust | 17,186 | 9,613.7 | +7.10% | 3.790 | +0.25% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
IGV |
iShares Expanded Tech-Software Sector ETF
iShares Expanded Tech-Software Sector ETF
| 99,174 | 8,825.5 | New Holding | 3.480 | +3.48% | 0.090 | +28.26% | +10.93% | 12,094.9 | ||
FFTY | Innovator IBD 50 ETF | 300,498 | 8,104.4 | +4.32% | 3.190 | +0.13% | 13.360 | +28.29% | +17.70% | 84.1 | ||
GLD | SPDR Gold Shares ETF | 23,147 | 6,669.6 | -51.21% | 2.630 | -2.16% | 0.010 | +0.74% | +27.37% | 101,985.4 |
IronBridge Private Wealth, LLC's Historical Top Holdings Breakdowns
IronBridge Private Wealth, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
IGV |
iShares Expanded Tech-Software Sector ETF
iShares Expanded Tech-Software Sector ETF
| 2025-03-31 | New Buy New Buy | +3.48% | 88.3 ($98.77) 107.83 | $111.06 | 12.44% | New holding | 99,174 | 99,174 | |
ADPV | Adaptiv Select ETF | 2025-03-31 | New Buy New Buy | +2.62% | 32.82 ($37.03) 42.24 | $40.60 | 9.65% | New holding | 193,118 | 193,118 | |
XOM | Exxon Mobil Corp | 2025-03-31 | Reduce Reduce | -2.39% | 105.44 ($110.59) 118.93 | $107.77 | -2.55% | Reduce -93.92% | 3,926 | -60,605 | |
GLD | SPDR Gold Shares ETF | 2025-03-31 | Reduce Reduce | -2.16% | 243.19 ($264.45) 288.14 | $308.39 | 16.62% | Reduce -51.21% | 23,147 | -24,298 | |
SHV | iShares Short Treasury Bond ETF | 2025-03-31 | New Buy New Buy | +1.81% | 110.11 ($110.29) 110.51 | $110.30 | 0.01% | New holding | 41,527 | 41,527 | |
CVX | Chevron Corp | 2025-03-31 | Sold Out Sold Out | -1.64% | 146.71 ($156.54) 167.97 | $150.04 | -4.15% | Sold Out | 0 | -30,881 | |
OXY | Occidental Petroleum Corp | 2025-03-31 | Sold Out Sold Out | -1.55% | 45.45 ($48.82) 52.7 | $43.62 | -10.65% | Sold Out | 0 | -85,410 | |
XBI | SPDR Biotech ETF | 2025-03-31 | Reduce Reduce | -1.54% | 81.1 ($89.38) 94.7 | $86.27 | -3.48% | Reduce -69.25% | 20,662 | -46,524 | |
XLE | The Energy Select Sector SPDR Fund | 2025-03-31 | Sold Out Sold Out | -1.37% | 85.7 ($90.17) 93.96 | $85.96 | -4.67% | Sold Out | 0 | -43,460 | |
XLC |
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
| 2025-03-31 | New Buy New Buy | +1.36% | 94.84 ($99.87) 105.31 | $106.19 | 6.33% | New holding | 35,675 | 35,675 |
IronBridge Private Wealth, LLC Total Holding History ($B)
IronBridge Private Wealth, LLC's Asset Allocation
IronBridge Private Wealth, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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IronBridge Private Wealth, LLC's Hypothetical Growth since 2025-03-31
IronBridge Private Wealth, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
IronBridge Private Wealth, LLC's Holdings Heat Map
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IronBridge Private Wealth, LLC's Holdings Bubble Chart
IronBridge Private Wealth, LLC News
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