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