Iron Gate Global Advisors as of June 30, 2025
Portfolio Holdings for Iron Gate Global Advisors
Iron Gate Global Advisors holds 83 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 9.6 | $87M | 117k | 738.09 | |
| Amazon (AMZN) | 9.5 | $85M | 388k | 219.39 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 9.5 | $85M | 175k | 485.77 | |
| NVIDIA Corporation (NVDA) | 9.0 | $81M | 512k | 158.00 | |
| Apple (AAPL) | 7.1 | $64M | 311k | 205.17 | |
| American Express Company (AXP) | 6.7 | $60M | 189k | 318.98 | |
| Microsoft Corporation (MSFT) | 6.4 | $58M | 116k | 497.41 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.5 | $49M | 278k | 177.39 | |
| Ishares Tr Ultra Short Dur (ICSH) | 4.6 | $42M | 817k | 50.71 | |
| Uber Technologies (UBER) | 4.6 | $41M | 441k | 93.30 | |
| Netflix (NFLX) | 3.2 | $29M | 21k | 1339.13 | |
| Raytheon Technologies Corp (RTX) | 2.6 | $24M | 162k | 146.02 | |
| Visa Com Cl A (V) | 2.6 | $23M | 65k | 355.05 | |
| Hershey Company (HSY) | 2.3 | $21M | 124k | 165.95 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $19M | 106k | 176.23 | |
| Air Products & Chemicals (APD) | 1.9 | $17M | 62k | 282.06 | |
| Palo Alto Networks (PANW) | 1.9 | $17M | 82k | 204.64 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.4 | $13M | 94k | 133.31 | |
| Palantir Technologies Cl A (PLTR) | 1.4 | $12M | 90k | 136.32 | |
| Johnson & Johnson (JNJ) | 1.2 | $11M | 69k | 152.75 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $5.1M | 8.2k | 619.55 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $4.5M | 15k | 304.84 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $4.1M | 7.4k | 552.13 | |
| Wal-Mart Stores (WMT) | 0.4 | $3.8M | 39k | 97.78 | |
| Cathay General Ban (CATY) | 0.3 | $2.8M | 62k | 45.53 | |
| Broadcom (AVGO) | 0.3 | $2.8M | 10k | 275.65 | |
| Caterpillar (CAT) | 0.3 | $2.3M | 5.9k | 388.19 | |
| Emerson Electric (EMR) | 0.3 | $2.3M | 17k | 133.33 | |
| Procter & Gamble Company (PG) | 0.3 | $2.3M | 14k | 159.31 | |
| Eaton Corp SHS (ETN) | 0.2 | $2.2M | 6.1k | 356.99 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $2.1M | 4.8k | 438.90 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $1.7M | 29k | 58.78 | |
| Costco Wholesale Corporation (COST) | 0.2 | $1.7M | 1.7k | 990.16 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.6M | 2.9k | 562.04 | |
| PPG Industries (PPG) | 0.1 | $1.1M | 9.3k | 113.75 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.0M | 5.2k | 195.92 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $993k | 9.2k | 107.80 | |
| Tesla Motors (TSLA) | 0.1 | $987k | 3.1k | 317.66 | |
| Home Depot (HD) | 0.1 | $944k | 2.6k | 366.60 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $944k | 3.4k | 278.88 | |
| McDonald's Corporation (MCD) | 0.1 | $861k | 2.9k | 292.20 | |
| Pepsi (PEP) | 0.1 | $806k | 6.1k | 132.05 | |
| Chevron Corporation (CVX) | 0.1 | $770k | 5.4k | 143.19 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $729k | 1.00 | 728800.00 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $716k | 2.5k | 289.91 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $680k | 2.2k | 304.83 | |
| Merck & Co (MRK) | 0.1 | $637k | 8.0k | 79.97 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $581k | 2.7k | 217.33 | |
| Spdr Series Trust S&p Divid Etf (SDY) | 0.1 | $543k | 4.0k | 135.73 | |
| Deere & Company (DE) | 0.1 | $513k | 1.0k | 510.11 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $452k | 5.4k | 82.92 | |
| Pfizer (PFE) | 0.0 | $446k | 18k | 24.24 | |
| Allstate Corporation (ALL) | 0.0 | $441k | 2.2k | 202.31 | |
| Chubb (CB) | 0.0 | $408k | 1.4k | 290.69 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $400k | 4.9k | 81.65 | |
| Republic Services (RSG) | 0.0 | $399k | 1.6k | 246.61 | |
| Oracle Corporation (ORCL) | 0.0 | $398k | 1.8k | 218.68 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $389k | 2.9k | 134.79 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $382k | 671.00 | 569.77 | |
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $362k | 1.4k | 253.23 | |
| Yum! Brands (YUM) | 0.0 | $359k | 2.4k | 148.16 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $357k | 1.6k | 227.24 | |
| Morgan Stanley Com New (MS) | 0.0 | $331k | 2.4k | 140.86 | |
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $321k | 10k | 31.54 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $312k | 2.4k | 130.18 | |
| Eli Lilly & Co. (LLY) | 0.0 | $311k | 399.00 | 780.35 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $306k | 8.6k | 35.69 | |
| Ge Vernova (GEV) | 0.0 | $291k | 549.00 | 529.15 | |
| Bristol Myers Squibb (BMY) | 0.0 | $267k | 5.8k | 46.29 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $260k | 419.00 | 620.90 | |
| salesforce (CRM) | 0.0 | $260k | 950.00 | 273.12 | |
| Corcept Therapeutics Incorporated (CORT) | 0.0 | $257k | 3.5k | 73.40 | |
| Bank of America Corporation (BAC) | 0.0 | $254k | 5.4k | 47.32 | |
| Franco-Nevada Corporation (FNV) | 0.0 | $236k | 1.4k | 163.92 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $235k | 5.4k | 43.35 | |
| Sempra Energy (SRE) | 0.0 | $229k | 3.0k | 76.42 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $224k | 320.00 | 698.47 | |
| Hancock Holding Company (HWC) | 0.0 | $220k | 3.8k | 57.40 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $211k | 1.3k | 168.67 | |
| Wells Fargo & Company (WFC) | 0.0 | $210k | 2.6k | 80.11 | |
| Glacier Ban (GBCI) | 0.0 | $208k | 4.8k | 43.08 | |
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.0 | $204k | 2.2k | 91.73 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $201k | 1.5k | 132.77 |
