Filer Name: IRONBRIDGE PRIVATE WEALTH, LLC
CIK: 1850996
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 51
Portfolio Value: $0.27B

Ironbridge Private Wealth, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
NVDA US NVIDIA CORP 556,164 $75M 27.42% -0.2% -
IWM US ISHARES RUSSELL 2000 ETF 84,502 $19M 6.85% 16800.4% -
IJH US ISHARES CORE S&P MIDCAP ETF 231,611 $14M 5.30% 45.3% -
PULT US PUTNAM ESG ULTRA SHORT ETF 235,974 $12M 4.37% -5.2% -
AMLP US ALERIAN MLP ETF 245,922 $12M 4.35% -3.0% -
JPST US JPMORGAN ULTRA-SHORT INCOME 229,436 $12M 4.24% -5.6% -
GLD US SPDR GOLD SHARES 47,445 $11M 4.22% -4.1% -
SPY US SPDR S&P 500 ETF TRUST 16,046 $9M 3.45% -3.2% -
FFTY US INNOVATOR IBD 50 ETF 288,049 $8M 3.02% -2.5% -
XOM US EXXON MOBIL CORP 64,531 $7M 2.55% -1.4% -
AAPL US APPLE INC 26,572 $7M 2.44% 8.9% -
MSFT US MICROSOFT CORP 14,732 $6M 2.28% 27.5% -
XBI US SPDR S&P BIOTECH ETF 67,186 $6M 2.22% -3.0% -
AMZN US AMAZON.COM INC 25,948 $6M 2.09% 2.5% -
AMD US ADVANCED MICRO DEVICES 41,012 $5M 1.82% -0.2% -
CAT US CATERPILLAR INC 13,102 $5M 1.74% -4.6% -
CVX US CHEVRON CORP 30,881 $4M 1.64% -27.5% -
XLK US TECHNOLOGY SELECT SECT SPDR 19,049 $4M 1.63% -3.7% -
OXY US OCCIDENTAL PETROLEUM CORP 85,410 $4M 1.55% 76.5% -
XLI US INDUSTRIAL SELECT SECT SPDR 31,547 $4M 1.53% 100.0% -
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