The Analysis of IronBridge Private Wealth, LLC's Holdings


Currently, IronBridge Private Wealth, LLC holds 48 types of securities in its portfolio with a total value $317.0M. In the most recent quarter, they have increased their positions in GDX (+137.2K shares, valued at $10.5M), GLD (+29.4K shares, valued at $10.4M), FXL (+30.2K shares, valued at $5.1M); decreased their positions in BIL (-181.4K shares, valued at $16.6M), IGV (-36.5K shares, valued at $4.2M), PLTR (-19.5K shares, valued at $3.6M); initiated new positions in GDX (+137.2K shares, valued at $10.5M), FXL (+30.2K shares, valued at $5.1M), FXD (+70.3K shares, valued at $4.8M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION541.2K shares-0.09%2025-09-302025-10-30history
IJH ISHARES TR232.8K shares-0.29%2025-09-302025-10-30history
PULT PUTNAM ETF TRUST298.2K shares8.99%2025-09-302025-10-30history
JPST J P MORGAN EXCHANGE TRADED F285.8K shares6.50%2025-09-302025-10-30history
IWM ISHARES TR58.4K shares1.37%2025-09-302025-10-30history
ADPV SERIES PORTFOLIOS TR327.5K shares4.79%2025-09-302025-10-30history
GLD SPDR GOLD TR35.8K shares459.29%2025-09-302025-10-30history
AMLP ALPS ETF TR264.0K shares2.22%2025-09-302025-10-30history
Sponsored
SPY SPDR S&P 500 ETF TR16.9K shares-1.56%2025-09-302025-10-30history
GDX VANECK ETF TRUST137.2K sharesnew addition2025-09-302025-10-30history
PLTR PALANTIR TECHNOLOGIES INC50.2K shares-27.98%2025-09-302025-10-30history
IGV ISHARES TR65.5K shares-35.79%2025-09-302025-10-30history
GOOGL ALPHABET INC27.2K shares-0.29%2025-09-302025-10-30history
XLK SELECT SECTOR SPDR TR21.5K shares-0.29%2025-09-302025-10-30history
SHV ISHARES TR53.5K shares-2.47%2025-09-302025-10-30history
MSFT MICROSOFT CORP10.5K shares-13.42%2025-09-302025-10-30history
Sponsored
FXL FIRST TR EXCHANGE TRADED FD30.2K sharesnew addition2025-09-302025-10-30history
FXD FIRST TR EXCHANGE TRADED FD70.3K sharesnew addition2025-09-302025-10-30history
HON HONEYWELL INTL INC22.8K shares13.85%2025-09-302025-10-30history
EZPW EZCORP INC242.2K shares0.00%2025-09-302025-10-30history
BIL SPDR SERIES TRUST46.5K shares-79.59%2025-09-302025-10-30history
BABA ALIBABA GROUP HLDG LTD21.4K sharesnew addition2025-09-302025-10-30history
AMZN AMAZON COM INC16.6K shares0.58%2025-09-302025-10-30history
CAT CATERPILLAR INC7.3K shares-43.26%2025-09-302025-10-30history
Sponsored
FXI ISHARES TR77.2K sharesnew addition2025-09-302025-10-30history
QQEW FIRST TR EXCHANGE-TRADED FD16.7K shares-11.10%2025-09-302025-10-30history
TXN TEXAS INSTRS INC12.2K shares0.00%2025-09-302025-10-30history
VTI VANGUARD INDEX FDS6.2K shares-1.75%2025-09-302025-10-30history
XRPI VOLATILITY SHS TR112.9K sharesnew addition2025-09-302025-10-30history
CRWV COREWEAVE INC12.2K sharesnew addition2025-09-302025-10-30history
SLV ISHARES SILVER TR30.5K sharesnew addition2025-09-302025-10-30history
IVV ISHARES TR1.8K shares0.00%2025-09-302025-10-30history
Sponsored
AAPL APPLE INC3.6K shares-77.30%2025-09-302025-10-30history
JPM JPMORGAN CHASE & CO.1.7K shares0.42%2025-09-302025-10-30history
XOM EXXON MOBIL CORP3.8K shares-2.32%2025-09-302025-10-30history
VOO VANGUARD INDEX FDS621 shares5.97%2025-09-302025-10-30history
RSP INVESCO EXCHANGE TRADED FD T1.8K shares0.00%2025-09-302025-10-30history
TSLA TESLA INC691 sharesnew addition2025-09-302025-10-30history
META META PLATFORMS INC401 shares0.00%2025-09-302025-10-30history
ACN ACCENTURE PLC IRELAND1.1K shares1.24%2025-09-302025-10-30history
Sponsored
ORCL ORACLE CORP985 shares1.34%2025-09-302025-10-30history
SCHF SCHWAB STRATEGIC TR11.9K shares0.00%2025-09-302025-10-30history
WMB WILLIAMS COS INC4.2K shares0.00%2025-09-302025-10-30history
BRK.B BERKSHIRE HATHAWAY INC DEL498 shares8.03%2025-09-302025-10-30history
HD HOME DEPOT INC618 shares0.49%2025-09-302025-10-30history
SBR SABINE RTY TR2.5K sharesnew addition2025-09-302025-10-30history
ET ENERGY TRANSFER L P10.6K shares0.28%2025-09-302025-10-30history
KOS KOSMOS ENERGY LTD10.0K shares0.00%2025-09-302025-10-30history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available