Iron Bridge Private Wealth, LLC Purchases in Q3 2025

Iron Bridge Private Wealth, LLC

  • $284 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
29.4K
+ 459.29%
$300.96 - $355.47 $8.84M - $10.4M
35.8K $12.7M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
137K
New
$50.79 - $76.4 $6.97M - $10.5M
137K $10.5M
FXL
First Tr Exchange Traded Fd Fi

ETFs
30.2K
New
$155.79 - $172.55 $4.71M - $5.22M
30.2K $5.08M
FXD
First Tr Exchange Traded Fd

ETFs
70.3K
New
$63.72 - $70.29 $4.48M - $4.94M
70.3K $4.8M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
21.4K
New
$103.83 - $179.9 $2.23M - $3.86M
21.4K $3.83M
FXI
Ishares Tr

ETFs
77.2K
New
$36.18 - $41.62 $2.79M - $3.21M
77.2K $3.18M
IWM
Ishares Russell 2000 ETF

ETFs
791
+ 1.37%
$214.92 - $244.84 $170K - $194K
58.4K $14.1M
SLV
I Shares Silver Trust

ETFs
30.5K
New
$32.73 - $42.5 $998K - $1.3M
30.5K $1.29M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
17.4K
+ 6.5%
$50.47 - $50.74 $881K - $885K
286K $14.5M
TSLA
Tesla, Inc.

Consumer Cyclical
691
New
$293.94 - $444.72 $203K - $307K
691 $307K
HON
Honeywell International Inc

Industrials
2.77K
+ 13.85%
$207.7 - $240.4 $576K - $666K
22.8K $4.79M
ORCL
Oracle Corp

Technology
13
+ 1.34%
$218.96 - $328.33 $2.85K - $4.27K
985 $277K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
35
+ 5.97%
$567.77 - $614.76 $19.9K - $21.5K
621 $380K
JPM
Jpmorgan Chase & CO

Financial Services
7
+ 0.42%
$282.78 - $316.06 $1.98K - $2.21K
1.67K $528K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
37
+ 8.03%
$459.11 - $506.91 $17K - $18.8K
498 $250K
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.49%
$357.4 - $423.42 $1.07K - $1.27K
618 $250K
AMZN
Amazon Com Inc

Consumer Cyclical
95
+ 0.58%
$211.65 - $238.24 $20.1K - $22.6K
16.6K $3.64M
ADPV
Series Portfolios Tr Adaptiv S
15K
+ 4.79%
N/A
328K $0
Putnam ETF Trust
24.6K
+ 8.99%
N/A
298K $0
Volatility Shs Tr
113K
New
N/A
113K $0
Coreweave Inc
12.2K
New
N/A
12.2K $0
ET
Energy Transfer LP

Energy
30
+ 0.28%
$17.11 - $18.16 $513 - $545
10.6K $182K
ACN
Accenture PLC

Technology
14
+ 1.24%
$232.56 - $304.78 $3.26K - $4.27K
1.14K $280K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5.74K
+ 2.22%
$46.51 - $50.07 $267K - $288K
264K $12.4M
Activity Summary
Buys All Purchases 25 New Holdings 10 Increased Positions 15 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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