Iron Bridge Private Wealth, LLC Portfolio Holdings
Iron Bridge Private Wealth, LLC
- $254 Million
- Q3 2024
Iron Bridge Private Wealth, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $254 Million distributed in 80 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $67.7M, Ishares Russell 2000 ETF with a value of $18.3M, Jp Morgan ETF Tr Ultra Short I with a value of $12.3M, Spdr Gold Trust with a value of $12M, and Alps ETF Tr Alerian Mlp ETF with a value of $11.9M.
Examining the 13F form we can see an decrease of $398K in the current position value, from $255M to 254M.
Below you can find more details about Iron Bridge Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$254 Million
ETFs: $125 Million
Technology: $88.2 Million
Energy: $16.6 Million
Industrials: $9.12 Million
Consumer Cyclical: $4.97 Million
Basic Materials: $4.1 Million
Communication Services: $3.15 Million
Financial Services: $2.95 Million
Other: $685,000
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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