The Analysis of Iron Gate Global Advisors LLC's Holdings

Currently, Iron Gate Global Advisors LLC holds 103 types of securities in its portfolio with a total value $962.6M. In the most recent quarter, they have increased their positions in BRK.B (+15.2K shares, valued at $7.6M), TSLA (+4.1K shares, valued at $1.8M), V (+5.2K shares, valued at $1.8M); decreased their positions in NVDA (-103.0K shares, valued at $19.2M), AAPL (-9.7K shares, valued at $2.5M), GOOG (-8.1K shares, valued at $2.0M); initiated new positions in SNOW (+7.1K shares, valued at $1.6M), HQY (+9.0K shares, valued at $851.6K), CARR (+13.2K shares, valued at $787.4K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BRK.B BERKSHIRE HATHAWAY INC DEL190.2K shares8.66%2025-09-302025-11-14

AMZN AMAZON COM INC387.3K shares-0.22%2025-09-302025-11-14

META META PLATFORMS INC114.7K shares-2.20%2025-09-302025-11-14

AAPL APPLE INC301.0K shares-3.12%2025-09-302025-11-14

NVDA NVIDIA CORPORATION408.7K shares-20.12%2025-09-302025-11-14

GOOG ALPHABET INC269.4K shares-2.93%2025-09-302025-11-14

AXP AMERICAN EXPRESS CO185.0K shares-2.07%2025-09-302025-11-14

MSFT MICROSOFT CORP115.9K shares0.27%2025-09-302025-11-14

Sponsored

UBER UBER TECHNOLOGIES INC441.6K shares0.11%2025-09-302025-11-14

ICSH ISHARES TR843.2K shares3.15%2025-09-302025-11-14

RTX RTX CORPORATION160.9K shares-0.92%2025-09-302025-11-14

GOOGL ALPHABET INC106.2K shares0.11%2025-09-302025-11-14

NFLX NETFLIX INC21.1K shares-1.31%2025-09-302025-11-14

V VISA INC70.4K shares7.98%2025-09-302025-11-14

HSY HERSHEY CO121.8K shares-1.75%2025-09-302025-11-14

PANW PALO ALTO NETWORKS INC84.0K shares2.30%2025-09-302025-11-14

Sponsored

APD AIR PRODS & CHEMS INC61.1K shares-0.66%2025-09-302025-11-14

PLTR PALANTIR TECHNOLOGIES INC90.0K shares-0.21%2025-09-302025-11-14

VYM VANGUARD WHITEHALL FDS102.0K shares8.64%2025-09-302025-11-14

JNJ JOHNSON & JOHNSON68.1K shares-0.81%2025-09-302025-11-14

SPY SPDR S&P 500 ETF TR7.9K shares-3.70%2025-09-302025-11-14

VTI VANGUARD INDEX FDS14.8K shares-0.77%2025-09-302025-11-14

QQQ INVESCO QQQ TR7.4K shares-0.89%2025-09-302025-11-14

WMT WALMART INC35.9K shares-8.23%2025-09-302025-11-14

Sponsored

TSLA TESLA INC7.2K shares132.41%2025-09-302025-11-14

AVGO BROADCOM INC6.9K shares-30.54%2025-09-302025-11-14

ETN EATON CORP PLC6.1K shares0.00%2025-09-302025-11-14

VUG VANGUARD INDEX FDS4.5K shares-5.14%2025-09-302025-11-14

CAT CATERPILLAR INC4.5K shares-23.85%2025-09-302025-11-14

PG PROCTER AND GAMBLE CO13.7K shares-3.24%2025-09-302025-11-14

SNOW SNOWFLAKE INC7.1K sharesnew addition2025-09-302025-11-14

COST COSTCO WHSL CORP NEW1.7K shares0.00%2025-09-302025-11-14

Sponsored

CATY CATHAY GEN BANCORP31.1K shares-50.00%2025-09-302025-11-14

MA MASTERCARD INCORPORATED2.6K shares-9.84%2025-09-302025-11-14

VGSH VANGUARD SCOTTSDALE FDS23.1K shares-21.22%2025-09-302025-11-14

EMR EMERSON ELEC CO8.6K shares-50.04%2025-09-302025-11-14

VBR VANGUARD INDEX FDS5.2K shares0.00%2025-09-302025-11-14

SMH VANECK ETF TRUST3.3K shares-1.95%2025-09-302025-11-14

XOM EXXON MOBIL CORP9.0K shares-2.83%2025-09-302025-11-14

HD HOME DEPOT INC2.3K shares-11.23%2025-09-302025-11-14

Sponsored

MCD MCDONALDS CORP3.0K shares1.36%2025-09-302025-11-14

PPG PPG INDS INC8.1K shares-13.04%2025-09-302025-11-14

HQY HEALTHEQUITY INC9.0K sharesnew addition2025-09-302025-11-14

LLY ELI LILLY & CO1.1K shares175.44%2025-09-302025-11-14

PEP PEPSICO INC5.7K shares-7.16%2025-09-302025-11-14

CARR CARRIER GLOBAL CORPORATION13.2K sharesnew addition2025-09-302025-11-14

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-11-14

JPM JPMORGAN CHASE & CO.2.4K shares-4.62%2025-09-302025-11-14

Sponsored

CVX CHEVRON CORP NEW4.7K shares-13.40%2025-09-302025-11-14

GLD SPDR GOLD TR2.0K shares-8.88%2025-09-302025-11-14

MRK MERCK & CO INC8.0K shares0.13%2025-09-302025-11-14

OTIS OTIS WORLDWIDE CORP6.6K sharesnew addition2025-09-302025-11-14

CRWD CROWDSTRIKE HLDGS INC1.2K sharesnew addition2025-09-302025-11-14

ORCL ORACLE CORP1.8K shares0.00%2025-09-302025-11-14

ALL ALLSTATE CORP2.2K shares0.00%2025-09-302025-11-14

DE DEERE & CO1.0K shares0.00%2025-09-302025-11-14

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD1.6K shares0.00%2025-09-302025-11-14

XLU SELECT SECTOR SPDR TR4.9K shares0.00%2025-09-302025-11-14

VOO VANGUARD INDEX FDS678 shares1.04%2025-09-302025-11-14

XLK SELECT SECTOR SPDR TR1.4K shares0.00%2025-09-302025-11-14

BAC BANK AMERICA CORP7.6K shares42.31%2025-09-302025-11-14

XLY SELECT SECTOR SPDR TR1.6K shares-39.25%2025-09-302025-11-14

SDY SPDR SERIES TRUST2.7K shares-33.05%2025-09-302025-11-14

MS MORGAN STANLEY2.4K shares0.00%2025-09-302025-11-14

Sponsored

RSG REPUBLIC SVCS INC1.6K shares0.00%2025-09-302025-11-14

SPXL DIREXION SHS ETF TR1.7K sharesnew addition2025-09-302025-11-14

YUM YUM BRANDS INC2.4K shares0.00%2025-09-302025-11-14

VCIT VANGUARD SCOTTSDALE FDS4.1K shares-25.48%2025-09-302025-11-14

GE GE AEROSPACE1.1K sharesnew addition2025-09-302025-11-14

SGOL ETFS GOLD TR9.0K shares-11.79%2025-09-302025-11-14

ABBV ABBVIE INC1.4K sharesnew addition2025-09-302025-11-14

PFE PFIZER INC12.7K shares-30.81%2025-09-302025-11-14

Sponsored

FNV FRANCO NEV CORP1.4K shares0.00%2025-09-302025-11-14

CRM SALESFORCE INC1.3K shares37.37%2025-09-302025-11-14

GEV GE VERNOVA INC499 shares-9.11%2025-09-302025-11-14

KMB KIMBERLY-CLARK CORP2.4K shares0.00%2025-09-302025-11-14

CORT CORCEPT THERAPEUTICS INC3.5K shares0.00%2025-09-302025-11-14

IVV ISHARES TR419 shares0.00%2025-09-302025-11-14

TEL TE CONNECTIVITY PLC1.3K shares0.00%2025-09-302025-11-14

SRE SEMPRA3.0K shares0.00%2025-09-302025-11-14

Sponsored

NEM NEWMONT CORP3.2K sharesnew addition2025-09-302025-11-14

CMCSA COMCAST CORP NEW8.6K shares0.00%2025-09-302025-11-14

XLV SELECT SECTOR SPDR TR1.9K shares-34.61%2025-09-302025-11-14

BMY BRISTOL-MYERS SQUIBB CO5.8K shares0.00%2025-09-302025-11-14

T AT&T INC9.1K sharesnew addition2025-09-302025-11-14

PH PARKER-HANNIFIN CORP320 shares0.00%2025-09-302025-11-14

HWC HANCOCK WHITNEY CORPORATION3.8K shares0.00%2025-09-302025-11-14

CRWV COREWEAVE INC1.7K sharesnew addition2025-09-302025-11-14

Sponsored

SPYM SPDR SERIES TRUST3.0K sharesnew addition2025-09-302025-11-14

CMI CUMMINS INC548 sharesnew addition2025-09-302025-11-14

CB CHUBB LIMITED781 shares-44.41%2025-09-302025-11-14

DVY ISHARES TR1.5K shares0.00%2025-09-302025-11-14

TCOM TRIP COM GROUP LTD2.8K sharesnew addition2025-09-302025-11-14

FCX FREEPORT-MCMORAN INC5.4K shares0.00%2025-09-302025-11-14

BA BOEING CO974 sharesnew addition2025-09-302025-11-14

GBCI GLACIER BANCORP INC NEW4.3K shares-11.24%2025-09-302025-11-14

Sponsored

VRT VERTIV HOLDINGS CO1.4K sharesnew addition2025-09-302025-11-14

BIL SPDR SERIES TRUST2.2K shares0.00%2025-09-302025-11-14

TPG TPG INC3.5K sharesnew addition2025-09-302025-11-14

FSK FS KKR CAP CORP12.4K sharesnew addition2025-09-302025-11-14

PL PLANET LABS PBC10.0K sharesnew addition2025-09-302025-11-14

GAMB GAMBLING COM GROUP LIMITED10.3K sharesnew addition2025-09-302025-11-14

PDSB PDS BIOTECHNOLOGY CORP75.0K sharesnew addition2025-09-302025-11-14

Call Option Holdings

SPY Call CallSPDR S&P 500 ETF TR53.0K sharesnew addition2025-09-302025-11-14

QQQ Call CallINVESCO QQQ TR42.8K sharesnew addition2025-09-302025-11-14

SMH Call CallVANECK ETF TRUST21.1K sharesnew addition2025-09-302025-11-14

NVDA Call CallNVIDIA CORPORATION7.9K sharesnew addition2025-09-302025-11-14

META Call CallMETA PLATFORMS INC1.4K sharesnew addition2025-09-302025-11-14

AMZN Call CallAMAZON COM INC10.0K sharesnew addition2025-09-302025-11-14

NFLX Call CallNETFLIX INC400 sharesnew addition2025-09-302025-11-14

PLTR Call CallPALANTIR TECHNOLOGIES INC600 sharesnew addition2025-09-302025-11-14

AAPL Call CallAPPLE INC2.4K sharesnew addition2025-09-302025-11-14

TSLA Call CallTESLA INC200 sharesnew addition2025-09-302025-11-14

COST Call CallCOSTCO WHSL CORP NEW100 sharesnew addition2025-09-302025-11-14

FCX Call CallFREEPORT-MCMORAN INC500 sharesnew addition2025-09-302025-11-14

Put Option Holdings

VOO Put PutVANGUARD INDEX FDS800 sharesnew addition2025-09-302025-11-14