Iron Gate Global Advisors as of Dec. 31, 2024
Portfolio Holdings for Iron Gate Global Advisors
Iron Gate Global Advisors holds 87 positions in its portfolio as reported in the December 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) | 10.8 | $77M | 170k | 453.29 | |
| Apple (AAPL) | 10.4 | $74M | 296k | 250.06 | |
| Amazon (AMZN) | 10.2 | $73M | 330k | 219.44 | |
| Meta Platforms Cl A (META) | 8.4 | $59M | 101k | 586.39 | |
| American Express Company (AXP) | 6.9 | $49M | 165k | 296.91 | |
| Microsoft Corporation (MSFT) | 6.4 | $45M | 107k | 421.51 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.5 | $39M | 204k | 190.73 | |
| NVIDIA Corporation (NVDA) | 5.1 | $36M | 263k | 137.44 | |
| Ishares Tr Ultra Short-term (ICSH) | 4.2 | $30M | 587k | 50.43 | |
| Netflix (NFLX) | 3.9 | $28M | 31k | 891.32 | |
| Visa Com Cl A (V) | 2.6 | $19M | 59k | 316.04 | |
| Raytheon Technologies Corp (RTX) | 2.6 | $19M | 162k | 115.62 | |
| Uber Technologies (UBER) | 2.6 | $18M | 304k | 60.43 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $17M | 91k | 189.31 | |
| Air Products & Chemicals (APD) | 2.2 | $15M | 53k | 290.02 | |
| Hershey Company (HSY) | 1.8 | $13M | 75k | 169.28 | |
| Johnson & Johnson (JNJ) | 1.4 | $9.9M | 69k | 144.63 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.4 | $9.7M | 76k | 127.59 | |
| Snowflake Cl A (SNOW) | 1.2 | $8.5M | 55k | 154.41 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $4.9M | 8.3k | 586.16 | |
| Wal-Mart Stores (WMT) | 0.6 | $4.3M | 48k | 90.37 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $4.3M | 15k | 289.80 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $3.0M | 5.9k | 511.24 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.4 | $3.0M | 52k | 58.18 | |
| Procter & Gamble Company (PG) | 0.4 | $2.8M | 17k | 167.65 | |
| Bill Com Holdings Ord (BILL) | 0.4 | $2.7M | 30k | 91.43 | |
| Broadcom (AVGO) | 0.4 | $2.6M | 11k | 231.84 | |
| Healthequity (HQY) | 0.3 | $2.3M | 24k | 95.95 | |
| Eaton Corp SHS (ETN) | 0.3 | $2.0M | 6.0k | 331.87 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $1.9M | 4.7k | 410.43 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.9M | 3.6k | 526.64 | |
| Pepsi (PEP) | 0.3 | $1.9M | 12k | 152.05 | |
| Home Depot (HD) | 0.3 | $1.8M | 4.6k | 388.98 | |
| McDonald's Corporation (MCD) | 0.2 | $1.7M | 5.9k | 289.91 | |
| Caterpillar (CAT) | 0.2 | $1.6M | 4.3k | 363.44 | |
| Palantir Technologies Cl A (PLTR) | 0.2 | $1.5M | 20k | 75.63 | |
| Costco Wholesale Corporation (COST) | 0.2 | $1.5M | 1.7k | 916.10 | |
| Cathay General Ban (CATY) | 0.2 | $1.5M | 31k | 46.72 | |
| Emerson Electric (EMR) | 0.1 | $1.0M | 8.6k | 120.69 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.0M | 5.2k | 198.18 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $994k | 12k | 80.27 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $983k | 9.1k | 107.57 | |
| PPG Industries (PPG) | 0.1 | $966k | 8.1k | 119.02 | |
| Carrier Global Corporation (CARR) | 0.1 | $927k | 14k | 68.68 | |
| Merck & Co (MRK) | 0.1 | $820k | 8.2k | 99.48 | |
| Tesla Motors (TSLA) | 0.1 | $785k | 1.9k | 403.84 | |
| Chevron Corporation (CVX) | 0.1 | $772k | 5.3k | 146.85 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $724k | 3.0k | 239.80 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $687k | 2.8k | 242.17 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $681k | 100.00 | 6809.20 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $662k | 11k | 58.00 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $623k | 6.7k | 92.26 | |
| salesforce (CRM) | 0.1 | $611k | 1.8k | 334.33 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $606k | 1.1k | 538.88 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $520k | 2.1k | 242.13 | |
| Fs Kkr Capital Corp (FSK) | 0.1 | $514k | 24k | 21.72 | |
| Verizon Communications (VZ) | 0.1 | $477k | 12k | 39.99 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $476k | 5.2k | 91.43 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $474k | 1.4k | 342.16 | |
| Allstate Corporation (ALL) | 0.1 | $420k | 2.2k | 192.79 | |
| Deere & Company (DE) | 0.1 | $415k | 980.00 | 423.70 | |
| Pfizer (PFE) | 0.0 | $341k | 13k | 26.84 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $330k | 4.4k | 75.68 | |
| Bristol Myers Squibb (BMY) | 0.0 | $326k | 5.8k | 56.56 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $325k | 8.7k | 37.53 | |
| Yum! Brands (YUM) | 0.0 | $325k | 2.4k | 134.14 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $316k | 2.4k | 131.04 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $311k | 529.00 | 588.68 | |
| Advanced Micro Devices (AMD) | 0.0 | $305k | 2.5k | 120.79 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $302k | 2.3k | 131.26 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $299k | 1.5k | 197.49 | |
| Sempra Energy (SRE) | 0.0 | $263k | 3.0k | 87.72 | |
| Morgan Stanley Com New (MS) | 0.0 | $263k | 2.1k | 125.72 | |
| Glacier Ban (GBCI) | 0.0 | $263k | 5.2k | 50.22 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $258k | 1.2k | 222.96 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $253k | 487.00 | 520.43 | |
| Abbvie (ABBV) | 0.0 | $245k | 1.4k | 177.70 | |
| Ge Aerospace Com New (GE) | 0.0 | $236k | 1.4k | 166.79 | |
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.0 | $234k | 4.7k | 50.11 | |
| Franco-Nevada Corporation (FNV) | 0.0 | $221k | 1.9k | 117.59 | |
| TPG Com Cl A (TPG) | 0.0 | $220k | 3.5k | 62.84 | |
| Campbell Soup Company (CPB) | 0.0 | $212k | 5.1k | 41.88 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $207k | 5.4k | 38.08 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $205k | 3.0k | 68.94 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $200k | 412.00 | 485.94 | |
| Ww Intl | 0.0 | $22k | 17k | 1.27 | |
| Solo Brands Com Cl A (DTCB) | 0.0 | $14k | 13k | 1.14 |
