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.

Portfolio value $260 Million
ETFs: $122 Million
Technology: $99 Million
Energy: $16.1 Million
Industrials: $8.77 Million
Consumer Cyclical: $5.94 Million
Communication Services: $3.8 Million
Financial Services: $3.39 Million
Utilities: $927,000
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$0 0.0% of portfolio
5,184
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $260 Million
  • Prior Value $254 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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