Iron Bridge Private Wealth, LLC Purchases in Q1 2025

Iron Bridge Private Wealth, LLC

  • $236 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IGV
Ishares Expanded Tech Software

ETFs
99.2K
New
$88.3 - $107.83 $8.76M - $10.7M
99.2K $8.83M
SHV
Ishares Tr

ETFs
41.5K
New
$110.11 - $110.51 $4.57M - $4.59M
41.5K $4.59M
XLC
Select Sector Spdr Tr Communic

ETFs
35.7K
New
$94.84 - $105.31 $3.38M - $3.76M
35.7K $3.44M
CRM
Salesforce, Inc.

Technology
11.4K
New
$268.36 - $359.95 $3.06M - $4.1M
11.4K $3.06M
PLTR
Palantir Technologies Inc.

Technology
25.6K
New
$64.98 - $124.62 $1.66M - $3.19M
25.6K $2.16M
SQ
Block, Inc.

Technology
42.7K
+ 120.33%
$54.04 - $92.95 $2.31M - $3.97M
78.2K $4.47M
GOOGL
Alphabet Inc.

Communication Services
8.91K
+ 47.8%
$154.33 - $206.19 $1.38M - $1.84M
27.6K $4.26M
HON
Honeywell International Inc

Industrials
2.81K
+ 15.77%
$202.75 - $226.52 $569K - $635K
20.6K $4.36M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
21K
+ 9.08%
$57.21 - $65.8 $1.2M - $1.38M
253K $14.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
550
New
$507.05 - $563.67 $279K - $310K
550 $282K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
461
New
$442.66 - $534.52 $204K - $246K
461 $245K
RTX
Raytheon Technologies Corp

Industrials
1.82K
New
$114.1 - $135.66 $207K - $246K
1.82K $240K
TSLA
Tesla, Inc.

Consumer Cyclical
894
New
$222.15 - $428.22 $199K - $383K
894 $231K
SPY
Spdr S&P 500 ETF Trust

ETFs
1.14K
+ 7.1%
$551.42 - $612.93 $629K - $699K
17.2K $9.61M
XLI
Industrial Sector Spdr

ETFs
967
+ 3.07%
$128.78 - $141.67 $125K - $137K
32.5K $4.26M
META
Meta Platforms, Inc.

Communication Services
67
+ 14.5%
$576.36 - $736.67 $38.6K - $49.4K
529 $304K
AMD
Advanced Micro Devices Inc

Technology
7.35K
+ 17.92%
$96.63 - $129.55 $710K - $952K
48.4K $4.97M
ADPV
Series Portfolios Tr Adaptiv S
193K
New
N/A
193K $0
NEE
Nextera Energy Inc

Utilities
2
+ 0.06%
$66.96 - $76.16 $134 - $152
3.27K $231K
ET
Energy Transfer LP

Energy
25
+ 0.24%
$17.26 - $21.08 $432 - $527
10.6K $196K
AVGO
Broadcom Inc.

Technology
187
+ 11.75%
$167.43 - $244.7 $31.3K - $45.8K
1.78K $297K
VTI
Vanguard Total Stock Market Et

ETFs
22
+ 0.35%
$271.18 - $303.12 $5.97K - $6.67K
6.36K $1.75M
XLK
Technology Sector Spdr

ETFs
1.85K
+ 9.71%
$206.38 - $242.18 $382K - $448K
20.9K $4.32M
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
12.4K
+ 4.32%
$25.79 - $33.75 $321K - $420K
300K $8.1M
MSFT
Microsoft Corp

Technology
759
+ 5.15%
$375.39 - $447.2 $285K - $339K
15.5K $5.82M
AAPL
Apple Inc.

Technology
1.02K
+ 3.83%
$209.68 - $247.1 $213K - $251K
27.6K $6.13M
AMZN
Amazon Com Inc

Consumer Cyclical
910
+ 3.51%
$190.26 - $242.06 $173K - $220K
26.9K $5.11M
IWM
Ishares Russell 2000 ETF

ETFs
5.97K
+ 7.06%
$198.1 - $229.79 $1.18M - $1.37M
90.5K $18M
NVDA
Nvidia Corp

Technology
19.6K
+ 3.52%
$106.98 - $149.43 $2.09M - $2.92M
576K $62.4M
Activity Summary
Buys All Purchases 30 New Holdings 10 Increased Positions 20 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Iron Bridge Private Wealth, LLC Portfolio

Follow Iron Bridge Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iron Bridge Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iron Bridge Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email