IronBridge Private Wealth

IronBridge Private Wealth as of March 31, 2025

Portfolio Holdings for IronBridge Private Wealth

IronBridge Private Wealth holds 53 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
NVIDIA Corporation (NVDA) 24.6 $62M 576k 108.38
Ishares Tr Russell 2000 Etf (IWM) 7.1 $18M 91k 199.49
Ishares Tr Core S&p Mcp Etf (IJH) 5.8 $15M 253k 58.35
Alps Etf Tr Alerian Mlp (AMLP) 5.0 $13M 244k 51.94
Putnam Etf Trust Esg Ultra Short (PULT) 4.7 $12M 234k 50.67
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 4.6 $12M 229k 50.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.8 $9.6M 17k 559.39
Ishares Tr Expanded Tech (IGV) 3.5 $8.8M 99k 88.99
Innovator Etfs Trust Ibd 50 Etf (FFTY) 3.2 $8.1M 301k 26.97
Spdr Gold Tr Gold Shs (GLD) 2.6 $6.7M 23k 288.14
Series Portfolios Tr Adaptiv Select (ADPV) 2.6 $6.6M 193k 34.39
Apple (AAPL) 2.4 $6.1M 28k 222.15
Microsoft Corporation (MSFT) 2.3 $5.8M 16k 375.39
Amazon (AMZN) 2.0 $5.1M 27k 190.26
Advanced Micro Devices (AMD) 2.0 $5.0M 48k 102.74
Ishares Tr Short Treas Bd (SHV) 1.8 $4.6M 42k 110.46
Honeywell International (HON) 1.7 $4.4M 21k 211.75
Select Sector Spdr Tr Technology (XLK) 1.7 $4.3M 21k 206.48
Alphabet Cap Stk Cl A (GOOGL) 1.7 $4.3M 28k 154.64
Select Sector Spdr Tr Indl (XLI) 1.7 $4.3M 33k 131.07
Block Cl A (XYZ) 1.7 $4.2M 78k 54.33
Caterpillar (CAT) 1.6 $4.2M 13k 329.80
Ezcorp Cl A Non Vtg (EZPW) 1.4 $3.6M 242k 14.72
Select Sector Spdr Tr Communication (XLC) 1.4 $3.4M 36k 96.45
salesforce (CRM) 1.2 $3.1M 11k 268.36
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.9 $2.2M 67k 33.50
Texas Instruments Incorporated (TXN) 0.9 $2.2M 12k 179.70
First Tr Nas100 Eq Weighted SHS (QQEW) 0.9 $2.2M 18k 120.93
Palantir Technologies Cl A (PLTR) 0.9 $2.2M 26k 84.40
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $1.7M 6.4k 274.84
Spdr Ser Tr S&p Biotech (XBI) 0.7 $1.7M 21k 81.10
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.6 $1.5M 16k 91.73
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.0M 1.8k 561.80
Duke Energy Corp Com New (DUK) 0.2 $476k 3.9k 121.97
Exxon Mobil Corporation (XOM) 0.2 $467k 3.9k 118.94
JPMorgan Chase & Co. (JPM) 0.2 $435k 1.8k 245.28
Vanguard Index Fds Large Cap Etf (VV) 0.2 $420k 1.6k 257.03
Accenture Plc Ireland Shs Class A (ACN) 0.1 $356k 1.1k 312.04
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $319k 1.8k 173.23
Meta Platforms Cl A (META) 0.1 $305k 529.00 576.88
Broadcom (AVGO) 0.1 $298k 1.8k 167.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $283k 550.00 513.91
Franklin Templeton Etf Tr Us Equity Index (USPX) 0.1 $254k 5.2k 48.98
Williams Companies (WMB) 0.1 $248k 4.2k 59.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $246k 461.00 532.58
Raytheon Technologies Corp (RTX) 0.1 $241k 1.8k 132.45
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $235k 12k 19.78
Vistra Energy (VST) 0.1 $234k 2.0k 117.44
Tesla Motors (TSLA) 0.1 $232k 894.00 259.16
Nextera Energy (NEE) 0.1 $232k 3.3k 70.89
Home Depot (HD) 0.1 $226k 616.00 366.56
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $197k 11k 18.59
Kosmos Energy (KOS) 0.0 $23k 10k 2.28