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, AXP, and represent 45.05% of Iron Gate Global Advisors's stock portfolio.
- Added to shares of these 10 stocks: UBER (+$7.8M), HSY (+$7.3M), GOOG (+$6.5M), NVDA (+$5.9M), ICSH (+$5.0M), AMZN, PLTR, BRK.B, SPY, MSFT.
- Started 16 new stock positions in DVY, HWC, PL, TDG, XLK, XLV, MRNA, LLY, T, PDSB. SGOL, CORT, SPXL, APG, ORCL, VRT.
- Reduced shares in these 10 stocks: BRK.A (-$79M), BILL, VGSH, META, NFLX, MCD, , PEP, HQY, RTX.
- Sold out of its positions in AMD, BILL, GE, LMT, SPLG, TPG, TMO, VGIT.
- Iron Gate Global Advisors was a net seller of stock by $-39M.
- Iron Gate Global Advisors has $726M in assets under management (AUM), dropping by 2.34%.
- Central Index Key (CIK): 0001131181
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Portfolio Holdings for Iron Gate Global Advisors
Iron Gate Global Advisors holds 95 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 12.7 | $92M | +2% | 173k | 532.58 |
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Amazon (AMZN) | 9.3 | $68M | +7% | 355k | 190.26 |
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Apple (AAPL) | 9.0 | $66M | 295k | 222.13 |
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Meta Platforms Cl A (META) | 7.9 | $57M | 100k | 576.36 |
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American Express Company (AXP) | 6.1 | $44M | 164k | 269.05 |
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Microsoft Corporation (MSFT) | 5.7 | $42M | +3% | 111k | 375.39 |
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Alphabet Cap Stk Cl C (GOOG) | 5.3 | $38M | +20% | 245k | 156.23 |
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Ishares Tr Ultra Short-term (ICSH) | 4.8 | $35M | +16% | 685k | 50.70 |
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NVIDIA Corporation (NVDA) | 4.7 | $34M | +20% | 317k | 108.39 |
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Uber Technologies (UBER) | 4.1 | $30M | +35% | 411k | 72.86 |
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Netflix (NFLX) | 3.9 | $28M | -3% | 30k | 932.53 |
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Visa Com Cl A (V) | 3.0 | $22M | +5% | 63k | 350.46 |
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Raytheon Technologies Corp (RTX) | 2.9 | $21M | -2% | 159k | 132.46 |
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Hershey Company (HSY) | 2.8 | $20M | +56% | 118k | 171.03 |
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Air Products & Chemicals (APD) | 2.2 | $16M | 53k | 294.92 |
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Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $15M | +6% | 97k | 154.64 |
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Johnson & Johnson (JNJ) | 1.6 | $11M | 68k | 165.84 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 1.5 | $11M | +13% | 86k | 128.96 |
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Snowflake Cl A (SNOW) | 1.1 | $8.0M | 55k | 146.16 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $6.3M | +35% | 11k | 561.01 |
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Palantir Technologies Cl A (PLTR) | 0.7 | $5.3M | +206% | 62k | 84.40 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $4.1M | 15k | 274.83 |
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Wal-Mart Stores (WMT) | 0.5 | $3.8M | -9% | 43k | 88.02 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $3.6M | +30% | 7.7k | 469.65 |
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Procter & Gamble Company (PG) | 0.4 | $2.8M | -2% | 16k | 170.42 |
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Mastercard Incorporated Cl A (MA) | 0.3 | $1.9M | -4% | 3.5k | 548.11 |
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Broadcom (AVGO) | 0.3 | $1.9M | 11k | 167.43 |
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Vanguard Index Fds Growth Etf (VUG) | 0.3 | $1.8M | +5% | 4.9k | 370.82 |
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Eaton Corp SHS (ETN) | 0.2 | $1.6M | 6.0k | 271.83 |
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Healthequity (HQY) | 0.2 | $1.6M | -25% | 18k | 88.37 |
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Costco Wholesale Corporation (COST) | 0.2 | $1.5M | 1.6k | 945.79 |
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Caterpillar (CAT) | 0.2 | $1.5M | +3% | 4.5k | 329.78 |
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Home Depot (HD) | 0.2 | $1.5M | -12% | 4.0k | 366.51 |
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Cathay General Ban (CATY) | 0.2 | $1.3M | 31k | 43.03 |
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Pepsi (PEP) | 0.2 | $1.3M | -31% | 8.5k | 149.94 |
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Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $1.1M | -64% | 19k | 58.69 |
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McDonald's Corporation (MCD) | 0.1 | $1.1M | -41% | 3.5k | 312.39 |
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Exxon Mobil Corporation (XOM) | 0.1 | $1.0M | -3% | 8.8k | 118.93 |
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $1.0M | 12k | 81.76 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $969k | 5.2k | 186.29 |
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Emerson Electric (EMR) | 0.1 | $946k | 8.6k | 109.64 |
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PPG Industries (PPG) | 0.1 | $888k | 8.1k | 109.35 |
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Carrier Global Corporation (CARR) | 0.1 | $850k | 13k | 63.40 |
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Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $798k | -99% | 1.00 | 798442.00 |
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Chevron Corporation (CVX) | 0.1 | $797k | -9% | 4.8k | 167.29 |
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JPMorgan Chase & Co. (JPM) | 0.1 | $746k | 3.0k | 245.30 |
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Merck & Co (MRK) | 0.1 | $722k | -3% | 8.0k | 90.60 |
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Spdr Gold Tr Gold Shs (GLD) | 0.1 | $708k | +14% | 2.5k | 288.14 |
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Otis Worldwide Corp (OTIS) | 0.1 | $694k | 6.7k | 103.20 |
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Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $671k | +11% | 3.2k | 211.47 |
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Tesla Motors (TSLA) | 0.1 | $618k | +22% | 2.4k | 259.16 |
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Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $480k | 1.4k | 352.58 |
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Deere & Company (DE) | 0.1 | $462k | 980.00 | 470.97 |
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salesforce (CRM) | 0.1 | $459k | -6% | 1.7k | 268.36 |
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Allstate Corporation (ALL) | 0.1 | $454k | 2.2k | 208.07 |
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Fs Kkr Capital Corp (FSK) | 0.1 | $424k | -17% | 20k | 21.65 |
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $401k | -16% | 4.4k | 91.73 |
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Corcept Therapeutics Incorporated (CORT) | 0.1 | $400k | NEW | 3.5k | 114.22 |
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Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $386k | +12% | 4.9k | 78.84 |
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Yum! Brands (YUM) | 0.1 | $381k | 2.4k | 157.34 |
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Bristol Myers Squibb (BMY) | 0.0 | $351k | 5.8k | 60.99 |
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Kimberly-Clark Corporation (KMB) | 0.0 | $344k | 2.4k | 143.48 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $344k | -40% | 669.00 | 513.91 |
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Pfizer (PFE) | 0.0 | $322k | 13k | 25.34 |
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Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $321k | +40% | 1.6k | 197.46 |
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Comcast Corp Cl A (CMCSA) | 0.0 | $316k | 8.6k | 36.90 |
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Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $312k | 2.3k | 135.68 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $297k | 528.00 | 561.90 |
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Select Sector Spdr Tr Technology (XLK) | 0.0 | $295k | NEW | 1.4k | 206.48 |
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Eli Lilly & Co. (LLY) | 0.0 | $294k | NEW | 355.00 | 826.83 |
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Verizon Communications (VZ) | 0.0 | $289k | -46% | 6.4k | 45.36 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $276k | NEW | 1.9k | 146.01 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $254k | 1.5k | 166.67 |
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Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.0 | $245k | NEW | 1.7k | 140.39 |
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Morgan Stanley Com New (MS) | 0.0 | $245k | 2.1k | 116.67 |
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Abbvie (ABBV) | 0.0 | $243k | -15% | 1.2k | 209.52 |
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Oracle Corporation (ORCL) | 0.0 | $242k | NEW | 1.7k | 139.78 |
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Franco-Nevada Corporation (FNV) | 0.0 | $233k | -21% | 1.5k | 157.56 |
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Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $219k | NEW | 7.3k | 29.82 |
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Sempra Energy (SRE) | 0.0 | $217k | 3.0k | 72.00 |
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At&t (T) | 0.0 | $217k | NEW | 7.7k | 28.28 |
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TransDigm Group Incorporated (TDG) | 0.0 | $216k | NEW | 156.00 | 1383.29 |
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Glacier Ban (GBCI) | 0.0 | $214k | -7% | 4.8k | 44.22 |
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Freeport-mcmoran CL B (FCX) | 0.0 | $205k | 5.4k | 37.86 |
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Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.0 | $204k | -12% | 4.1k | 50.12 |
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Ishares Tr Select Divid Etf (DVY) | 0.0 | $203k | NEW | 1.5k | 134.25 |
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Campbell Soup Company (CPB) | 0.0 | $202k | 5.1k | 39.92 |
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Hancock Holding Company (HWC) | 0.0 | $201k | NEW | 3.8k | 52.45 |
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Vertiv Holdings Com Cl A Put Option (VRT) | 0.0 | $154k | NEW | 213k | 0.72 |
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Pds Biotechnology Ord (PDSB) | 0.0 | $89k | NEW | 75k | 1.19 |
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Planet Labs Pbc Com Cl A (PL) | 0.0 | $36k | NEW | 11k | 3.38 |
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Api Group Corp Com Stk Put Option (APG) | 0.0 | $22k | NEW | 60k | 0.36 |
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Ww Intl (WW) | 0.0 | $9.0k | 17k | 0.52 |
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Moderna Call Option (MRNA) | 0.0 | $5.7k | NEW | 20k | 0.28 |
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Solo Brands Com Cl A (DTC) | 0.0 | $2.1k | 13k | 0.17 |
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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 2025 Q1 restated filed May 27, 2025
- Iron Gate Global Advisors 2024 Q4 filed Feb. 13, 2025
- Iron Gate Global Advisors 2024 Q3 filed Nov. 14, 2024
- Iron Gate Global Advisors 2024 Q2 filed Aug. 14, 2024
- 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