Iron Bridge Private Wealth, LLC Portfolio Holdings

Iron Bridge Private Wealth, LLC

  • $236 Million
  • Q1 2025

Iron Bridge Private Wealth, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $236 Million distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $62.4M, Ishares Russell 2000 ETF with a value of $18M, Ishares Core S&P Mid Cap ETF with a value of $14.7M, Alps ETF Tr Alerian Mlp ETF with a value of $12.7M, and Jp Morgan ETF Tr Ultra Short I with a value of $11.6M.

Examining the 13F form we can see an decrease of $24.8M in the current position value, from $260M to 236M.

Below you can find more details about Iron Bridge Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $236 Million
ETFs: $118 Million
Technology: $92 Million
Industrials: $8.78 Million
Consumer Cyclical: $5.57 Million
Communication Services: $4.57 Million
Financial Services: $4.25 Million
Utilities: $940,000
Energy: $932,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$355B
$62.4 Million 26.49% of portfolio
575,716
Q1 2025 Added 3.52%
$0
$18 Million 7.66% of portfolio
90,468
Q1 2025 Added 7.06%
$0
$14.7 Million 6.26% of portfolio
252,644
Q1 2025 Added 9.08%
$0
$12.7 Million 5.39% of portfolio
244,343
Q1 2025 Reduced 0.64%
$0
$11.6 Million 4.92% of portfolio
228,704
Q1 2025 Reduced 0.32%
$0
$9.61 Million 4.08% of portfolio
17,186
Q1 2025 Added 7.1%
$0
$8.83 Million 3.75% of portfolio
99,174
Q1 2025 New
$0
$8.1 Million 3.44% of portfolio
300,498
Q1 2025 Added 4.32%
$106B
$6.67 Million 2.83% of portfolio
23,147
Q1 2025 Reduced 51.21%
$3.24T
$6.13 Million 2.6% of portfolio
27,589
Q1 2025 Added 3.83%
$3.52T
$5.82 Million 2.47% of portfolio
15,491
Q1 2025 Added 5.15%
$2.21T
$5.11 Million 2.17% of portfolio
26,858
Q1 2025 Added 3.51%
$197B
$4.97 Million 2.11% of portfolio
48,362
Q1 2025 Added 17.92%
$0
$4.59 Million 1.95% of portfolio
41,527
Q1 2025 New
$30.3B
$4.47 Million 1.9% of portfolio
78,163
Q1 2025 Added 120.33%
$153B
$4.36 Million 1.85% of portfolio
20,594
Q1 2025 Added 15.77%
$0
$4.26 Million 1.81% of portfolio
32,514
Q1 2025 Added 3.07%
$993B
$4.26 Million 1.81% of portfolio
27,563
Q1 2025 Added 47.8%
$189B
$4.18 Million 1.77% of portfolio
12,665
Q1 2025 Reduced 3.34%
$699M
$3.57 Million 1.51% of portfolio
242,222
Q4 2024 Added 5.4%
$0
$3.44 Million 1.46% of portfolio
35,675
Q1 2025 New
$272B
$3.06 Million 1.3% of portfolio
11,386
Q1 2025 New
$177B
$2.4 Million 1.02% of portfolio
12,324
Q1 2025 Reduced 2.79%
$0
$2.24 Million 0.95% of portfolio
66,734
Q1 2025 Reduced 11.47%
$0
$2.19 Million 0.93% of portfolio
18,114
Q1 2025 Added 18.45%
$259B
$2.16 Million 0.92% of portfolio
25,596
Q1 2025 New
$0
$1.75 Million 0.74% of portfolio
6,360
Q1 2025 Added 0.35%
$0
$1.68 Million 0.71% of portfolio
20,662
Q1 2025 Reduced 69.25%
$0
$1.46 Million 0.62% of portfolio
15,903
Q3 2024 Added 54.64%
$0
$1.03 Million 0.44% of portfolio
1,825
Q1 2025 Reduced 0.22%
$88.9B
$476,000 0.2% of portfolio
3,903
Q3 2024 Added 6.93%
$437B
$466,000 0.2% of portfolio
3,926
Q1 2025 Reduced 93.92%
$782B
$435,000 0.18% of portfolio
1,774
Q1 2025 Reduced 1.11%
$0
$420,000 0.18% of portfolio
1,635
Q4 2023 New
$199B
$356,000 0.15% of portfolio
1,141
Q1 2025 Reduced 7.61%
$0
$319,000 0.14% of portfolio
1,844
Q3 2024 New
$1.5T
$304,000 0.13% of portfolio
529
Q1 2025 Added 14.5%
$98.9B
$297,000 0.13% of portfolio
1,778
Q1 2025 Added 11.75%
$0
$282,000 0.12% of portfolio
550
Q1 2025 New
$72.7B
$248,000 0.11% of portfolio
4,157
Q4 2024 New
$70.5B
$233,000 0.1% of portfolio
1,990
Q3 2024 New
$141B
$231,000 0.1% of portfolio
3,266
Q1 2025 Added 0.06%
$648B
$245,000 0.1% of portfolio
461
Q1 2025 New
$974B
$231,000 0.1% of portfolio
894
Q1 2025 New
$374B
$225,000 0.1% of portfolio
616
Q1 2025 Reduced 1.75%
$0
$234,000 0.1% of portfolio
11,870
Q4 2024 Added 100.0%
$207B
$240,000 0.1% of portfolio
1,816
Q1 2025 New
$54.7B
$196,000 0.08% of portfolio
10,584
Q1 2025 Added 0.24%
$898M
$22,000 0.01% of portfolio
10,000
Q4 2020 New

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $236 Million
  • Prior Value $260 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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