Amussen Hunsaker & Associates
Latest statistics and disclosures from Iron Gate Global Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, AMZN, AAPL, META, MSFT, and represent 45.81% of Iron Gate Global Advisors's stock portfolio.
- Added to shares of these 10 stocks: UBER (+$15M), APD (+$11M), HSY (+$11M), META, VCIT, BRK.B, WMT, VYM, VGIT, VGSH.
- Started 8 new stock positions in VGIT, ABBV, HSY, TSM, TDG, APD, NVO, CRWD.
- Reduced shares in these 10 stocks: BAC (-$27M), DIS (-$10M), JNJ (-$8.7M), SPY, AMZN, QQQ, MSFT, GOOG, ICSH, HQY.
- Sold out of its positions in BA, NUE, MGK.
- Iron Gate Global Advisors was a net seller of stock by $-14M.
- Iron Gate Global Advisors has $599M in assets under management (AUM), dropping by 23.60%.
- Central Index Key (CIK): 0001131181
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Portfolio Holdings for Iron Gate Global Advisors
Iron Gate Global Advisors holds 89 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 11.3 | $68M | +3% | 162k | 419.79 |
|
| Amazon (AMZN) | 9.7 | $58M | -4% | 322k | 180.77 |
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| Apple (AAPL) | 9.0 | $54M | 319k | 169.83 |
|
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| Meta Platforms Cl A (META) | 8.4 | $50M | +8% | 103k | 491.20 |
|
| Microsoft Corporation (MSFT) | 7.3 | $44M | -5% | 103k | 424.56 |
|
| American Express Company (AXP) | 6.2 | $37M | 162k | 228.05 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.9 | $29M | -6% | 188k | 156.09 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.8 | $29M | -12% | 55k | 522.33 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.5 | $21M | +18% | 265k | 79.64 |
|
| Netflix (NFLX) | 3.2 | $19M | -3% | 31k | 608.13 |
|
| NVIDIA Corporation (NVDA) | 3.1 | $19M | -2% | 21k | 903.97 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.6 | $16M | -15% | 35k | 444.64 |
|
| Uber Technologies (UBER) | 2.6 | $15M | +2150% | 199k | 76.77 |
|
| Raytheon Technologies Corp (RTX) | 2.5 | $15M | 155k | 97.23 |
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| Visa Com Cl A (V) | 2.3 | $14M | 50k | 277.60 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $14M | 90k | 154.83 |
|
|
| Air Products & Chemicals (APD) | 1.9 | $11M | NEW | 46k | 243.64 |
|
| Hershey Company (HSY) | 1.9 | $11M | NEW | 57k | 196.28 |
|
| Johnson & Johnson (JNJ) | 1.8 | $11M | -44% | 69k | 157.47 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.2 | $7.0M | +19% | 58k | 120.56 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $3.8M | +5% | 15k | 259.38 |
|
| Wal-Mart Stores (WMT) | 0.5 | $2.9M | +203% | 48k | 60.26 |
|
| Procter & Gamble Company (PG) | 0.5 | $2.7M | +3% | 17k | 160.26 |
|
| Pepsi (PEP) | 0.4 | $2.6M | -16% | 15k | 173.21 |
|
| Healthequity (HQY) | 0.4 | $2.5M | -26% | 31k | 80.52 |
|
| McDonald's Corporation (MCD) | 0.4 | $2.2M | -18% | 8.0k | 279.76 |
|
| Eaton Corp SHS (ETN) | 0.3 | $1.9M | 6.0k | 313.86 |
|
|
| Snowflake Cl A (SNOW) | 0.3 | $1.9M | +4% | 12k | 161.00 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.8M | 3.7k | 479.20 |
|
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| Home Depot (HD) | 0.3 | $1.7M | 4.6k | 375.42 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $1.6M | -8% | 4.7k | 343.99 |
|
| Caterpillar (CAT) | 0.3 | $1.6M | +3% | 4.4k | 365.91 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $1.3M | +163% | 22k | 57.79 |
|
| Bank of America Corporation (BAC) | 0.2 | $1.2M | -95% | 33k | 37.64 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.2M | 1.6k | 724.40 |
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| PPG Industries (PPG) | 0.2 | $1.2M | 8.1k | 143.45 |
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| Cathay General Ban (CATY) | 0.2 | $1.2M | 31k | 37.14 |
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| Merck & Co (MRK) | 0.2 | $1.1M | 8.2k | 130.71 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.0M | +4% | 8.9k | 116.51 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $987k | -8% | 5.2k | 190.81 |
|
| Emerson Electric (EMR) | 0.2 | $982k | -4% | 8.6k | 113.90 |
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| Verizon Communications (VZ) | 0.2 | $976k | -42% | 23k | 41.83 |
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| Chevron Corporation (CVX) | 0.2 | $912k | 5.7k | 158.73 |
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|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $856k | NEW | 15k | 58.05 |
|
| Carrier Global Corporation (CARR) | 0.1 | $798k | 14k | 58.18 |
|
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| JPMorgan Chase & Co. (JPM) | 0.1 | $793k | +39% | 4.0k | 199.60 |
|
| Advanced Micro Devices (AMD) | 0.1 | $697k | +7% | 3.8k | 182.12 |
|
| Ubs Ag London Branch NT LKD 24 (FBGX) | 0.1 | $690k | 818.00 | 843.45 |
|
|
| Walt Disney Company (DIS) | 0.1 | $690k | -93% | 5.7k | 121.72 |
|
| Otis Worldwide Corp (OTIS) | 0.1 | $678k | 6.9k | 98.84 |
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| salesforce (CRM) | 0.1 | $581k | -5% | 1.9k | 301.36 |
|
| Fs Kkr Capital Corp (FSK) | 0.1 | $578k | -24% | 30k | 19.02 |
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| General Electric Com New (GE) | 0.1 | $568k | +41% | 3.3k | 173.94 |
|
| Baxter International (BAX) | 0.1 | $507k | +3% | 12k | 43.58 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $478k | -41% | 833.00 | 573.98 |
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| Deere & Company (DE) | 0.1 | $399k | 980.00 | 406.73 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $393k | NEW | 1.2k | 319.42 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $387k | +20% | 806.00 | 479.99 |
|
| Allstate Corporation (ALL) | 0.1 | $386k | +17% | 2.2k | 172.56 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $383k | -10% | 1.9k | 206.81 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $382k | +4% | 9.1k | 42.04 |
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| Intel Corporation (INTC) | 0.1 | $359k | 8.1k | 44.55 |
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| Yum! Brands (YUM) | 0.1 | $354k | 2.5k | 139.21 |
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| Pfizer (PFE) | 0.1 | $353k | 13k | 27.70 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $346k | +10% | 7.3k | 47.46 |
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| Broadcom (AVGO) | 0.1 | $336k | -25% | 250.00 | 1344.66 |
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| Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $331k | -82% | 6.6k | 50.34 |
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| Glacier Ban (GBCI) | 0.1 | $315k | -23% | 8.0k | 39.19 |
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| Bristol Myers Squibb (BMY) | 0.1 | $314k | 5.9k | 53.28 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $309k | 2.4k | 128.87 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $308k | NEW | 2.4k | 127.58 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $301k | 2.3k | 130.69 |
|
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| Pds Biotechnology Ord (PDSB) | 0.0 | $295k | 75k | 3.93 |
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| Franco-Nevada Corporation (FNV) | 0.0 | $293k | -11% | 2.4k | 121.02 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $288k | 4.4k | 65.04 |
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| Tesla Motors (TSLA) | 0.0 | $285k | +67% | 1.7k | 171.50 |
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| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.0 | $273k | 5.5k | 49.89 |
|
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| Abbvie (ABBV) | 0.0 | $247k | NEW | 1.4k | 179.57 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $234k | NEW | 191.00 | 1225.69 |
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| Campbell Soup Company (CPB) | 0.0 | $225k | 5.1k | 44.45 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $224k | NEW | 1.6k | 141.14 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $223k | 444.00 | 501.98 |
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| Halliburton Company (HAL) | 0.0 | $219k | 5.5k | 39.81 |
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| At&t (T) | 0.0 | $214k | +20% | 12k | 17.37 |
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| Sempra Energy (SRE) | 0.0 | $213k | 3.0k | 71.06 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $211k | -7% | 1.2k | 182.44 |
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| The Beauty Health Company Com Cl A (SKIN) | 0.0 | $68k | 16k | 4.26 |
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| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $62k | -24% | 11k | 5.87 |
|
| Solo Brands Com Cl A (DTC) | 0.0 | $26k | 13k | 2.06 |
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Past Filings by Iron Gate Global Advisors
SEC 13F filings are viewable for Iron Gate Global Advisors going back to 2017
- Iron Gate Global Advisors 2024 Q1 filed May 15, 2024
- Amussen Hunsaker Associates 2023 Q3 filed Nov. 13, 2023
- Amussen Hunsaker Associates 2023 Q2 filed Aug. 10, 2023
- Amussen Hunsaker Associates 2023 Q1 filed May 15, 2023
- Amussen Hunsaker Associates 2022 Q4 filed Feb. 8, 2023
- Amussen Hunsaker Associates 2022 Q3 filed Nov. 14, 2022
- Amussen Hunsaker Associates 2022 Q2 filed Aug. 15, 2022
- Amussen Hunsaker Associates 2022 Q1 filed May 11, 2022
- Amussen Hunsaker Associates 2021 Q4 restated filed Feb. 15, 2022
- Amussen Hunsaker Associates 2021 Q4 filed Feb. 14, 2022
- Amussen Hunsaker Associates 2021 Q3 filed Nov. 16, 2021
- Amussen Hunsaker Associates 2021 Q3 restated filed Nov. 16, 2021
- Amussen Hunsaker Associates 2021 Q2 filed Aug. 17, 2021
- Amussen Hunsaker Associates 2021 Q1 filed May 18, 2021
- Amussen Hunsaker Associates 2020 Q4 filed Feb. 17, 2021
- Amussen Hunsaker Associates 2020 Q3 restated filed Nov. 23, 2020