IP

IronBridge Private Wealth, LLC

13F
IronBridge Private Wealth, LLC
Last update 2024-08-14 45 Stocks (2 new)
Value $267.00 Mil Turnover 7 %
Countries:
Top Holdings: NVDA(25.98%)IWM(5.01%)AMLP(4.68%)PULT(4.67%)JPST(4.46%)
Portfolio Report
Summary Stock Picks Current Portfolio
IronBridge Private Wealth, LLC... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA 		NVIDIA Corp
561,950
69423.300
-0.01%
25.980
0%
0.000
+39.30%
+182.58%
3431992.300
Semiconductors
IWM 		iShares Russell 2000 ETF
66,028
13396.420
+8.86%
5.010
+0.41%
-
+10.90%
+11.72%
69813.195
 
AMLP 		Alerian MLP ETF
260,861
12516.110
+4.32%
4.680
+0.19%
-
+3.85%
+11.69%
9041.261
 
PULT 		Putnam ESG Ultra Short ETF
246,871
12466.980
+7.09%
4.670
+0.31%
-
+0.06%
+0.88%
106.449
 
JPST 		JPMorgan Ultra-Short Income ETF
236,078
11914.860
+5.40%
4.460
+0.23%
-
-0.08%
+0.36%
26833.243
 
GLD 		SPDR Gold Shares ETF
48,059
10333.170
+270.65%
3.870
+2.83%
-
+13.90%
+32.55%
78350.852
 
SPY 		S&P 500 ETF TRUST ETF
17,830
9703.450
+3.49%
3.630
+0.12%
-
+11.47%
+21.33%
596470.496
 
IJH 		iShares Core S&P Mid-Cap ETF
155,336
9090.280
-1.11%
3.400
-0.04%
-
+10.08%
+13.84%
93198.127
 
FFTY 		Innovator IBD 50 ETF
301,130
8362.390
+4.72%
3.130
+0.14%
-
+15.10%
+13.69%
65.107
 
MSFT 		Microsoft Corp
17,991
8041.080
-1.10%
3.010
-0.03%
0.000
+4.32%
+10.02%
3059156.044
Software

IronBridge Private Wealth, LLC's Historical Top Holdings Breakdowns

IronBridge Private Wealth, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GLD 		SPDR Gold Shares ETF2024-06-30Add
+2.83%
●
207.82 ($216.29) 224.56
$253.36
17.14%
Add 270.65%
48,059
35,093
XLK 		Technology Select Sector SPDR ETF2024-06-30Reduce
-1.54%
●
192.53 ($210.58) 231.41
$226.89
7.75%
Reduce -94.34%
1,067
-17,781
QQEW 		First Trust NASDAQ-100 Equal Weighted Index Fund2024-06-30Sold Out
-1.48%
●
115.05 ($121) 124.09
$125.98
4.12%
Sold Out
0
-28,881
XLE 		The Energy Select Sector SPDR Fund2024-06-30New Buy
+1.46%
●
88.04 ($93.15) 98.08
$90.17
-3.20%
New holding
42,718
42,718
EEM 		iShares MSCI Emerging Markets ETF2024-06-30Sold Out
-1.46%
●
39.71 ($41.95) 43.79
$45.35
8.10%
Sold Out
0
-85,504
IWM 		iShares Russell 2000 ETF2024-06-30Add
+0.41%
●
192.84 ($202.1) 209.44
$224.27
10.97%
Add 8.86%
66,028
5,375
VGSH 		Vanguard Short-Term Government Bond ETF2024-06-30New Buy
+0.41%
●
57.55 ($57.78) 58
$58.25
0.81%
New holding
18,695
18,695
TXN 		Texas Instruments Inc2024-06-30Reduce
-0.34%
●
159.68 ($184.76) 202.54
$202.46
9.58%
Reduce -26.82%
12,633
-4,629
PULT 		Putnam ESG Ultra Short ETF2024-06-30Add
+0.31%
●
50.28 ($50.39) 50.53
$50.69
0.60%
Add 7.09%
246,871
16,334
JPST 		JPMorgan Ultra-Short Income ETF2024-06-30Add
+0.23%
●
50.22 ($50.36) 50.48
$50.41
0.10%
Add 5.4%
236,078
12,105

IronBridge Private Wealth, LLC Total Holding History ($B)

To

IronBridge Private Wealth, LLC's Asset Allocation

To

IronBridge Private Wealth, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

IronBridge Private Wealth, LLC's Hypothetical Growth since 2024-06-30

IronBridge Private Wealth, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

IronBridge Private Wealth, LLC's Holdings Heat Map

Size field:

IronBridge Private Wealth, LLC's Holdings Bubble Chart

IronBridge Private Wealth, LLC News

  • 1

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