Iron Bridge Private Wealth, LLC Portfolio Holdings
Iron Bridge Private Wealth, LLC
- $260 Million
- Q4 2024
Iron Bridge Private Wealth, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $260 Million distributed in 82 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $74.7M, Ishares Russell 2000 ETF with a value of $18.7M, Ishares Core S&P Mid Cap ETF with a value of $14.4M, Alps ETF Tr Alerian Mlp ETF with a value of $11.8M, and Jp Morgan ETF Tr Ultra Short I with a value of $11.6M.
Examining the 13F form we can see an increase of $5.97M in the current position value, from $254M to 260M.
Below you can find more details about Iron Bridge Private Wealth, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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