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 Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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