Amussen Hunsaker & Associates

Latest statistics and disclosures from Iron Gate Global Advisors's latest quarterly 13F-HR filing:

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Positions held by Amussen Hunsaker & Associates consolidated in one spreadsheet with up to 7 years of data

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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
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

View all past filings