IronBridge Private Wealth, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
IP IronBridge Private Wealth, LLC | Institutional Filer | ▼ 1.87% | $310.1M | 45 |
Current Portfolio Holdings
Showing all 45 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 539K | $94.0M | 30.33% |
| 2 | PULT | PUTNAM ETF TRUST | — | 299K | $15.1M | 4.87% |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | — | 287K | $14.5M | 4.68% |
| 4 | ADPV | SERIES PORTFOLIOS TR | — | 335K | $14.1M | 4.56% |
| 5 | BIL | SPDR SERIES TRUST | — | 150K | $13.8M | 4.44% |
| 6 | GLD | SPDR GOLD TR | — | 29K | $12.3M | 3.97% |
| 7 | AMLP | ALPS ETF TR | — | 217K | $11.4M | 3.68% |
| 8 | FTSM | FIRST TR EXCHANGE-TRADED FD | — | 188K | $11.3M | 3.63% |
| 9 | SHV | ISHARES TR | — | 89K | $9.8M | 3.16% |
| 10 | GDX | VANECK ETF TRUST | — | 97K | $8.9M | 2.87% |
| 11 | PLTR | Palantir Technologies Inc. | Technology | 52K | $7.6M | 2.45% |
| 12 | DFAE | DIMENSIONAL ETF TRUST | — | 205K | $7.0M | 2.24% |
| 13 | EZPW | EZCORP, Inc. | Financial Services | 242K | $6.1M | 1.98% |
| 14 | XLE | Energy Select Sector SPDR Fund | — | 95K | $5.8M | 1.88% |
| 15 | FXZ | FIRST TR EXCHANGE-TRADED FD | — | 76K | $5.8M | 1.87% |
Showing 1 to 15 of 45 holdings