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CIK: 0001131181
Total reported value
$1.0B
$1.0B
87 檔
32.1%
The Q4 2024 SEC filing reveals that Iron Gate Global Advisors LLC held a total portfolio value of $1.0B, covering 87 public equity positions.
Iron Gate Global Advisors LLC executed strategic sector rebalancing during Q4 2024, establishing 7 new positions while fully exiting 10 holdings and trimming 24 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 10.85% | -0.34% | +0.94% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 10.45% | +0.25% | +2.29% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 10.22% | +0.44% | +1.25% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 8.38% | -0.15% | +0.28% | |
| 5 | AXP | American Express Co | Stock-Financials | 6.92% | +0.18% | +0.61% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 6.37% | +0.49% | +1.01% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.48% | +0.65% | +6.16% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 5.10% | +0.43% | +30.97% | |
| 9 | ICSH | Ishares Ultra Short Duration | ETF-Other | 4.17% | +0.39% | +9125.67% | |
| 10 | NFLX | Netflix Inc | Stock-Comm Services | 3.95% | -0.80% | -0.95% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.65% | +0.16% | +2.60% | |
| 12 | RTX | Rtx CORP | Stock-Industrials | 2.65% | -0.36% | +8.14% | |
| 13 | UBER | Uber Technologies Inc | Stock-Industrials | 2.59% | -0.27% | +4.65% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.43% | -2.99% | EXIT | |
| 15 | APD | Air Products & Chemicals Inc | Stock-Materials | 2.17% | -0.28% | +0.70% | |
| 16 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.80% | -0.49% | +5.08% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.40% | -0.09% | -0.00% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.36% | +0.01% | +6.60% | |
| 19 | SNOW | Snowflake Inc | Stock-Tech | 1.20% | +0.03% | +87.59% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.69% | +0.03% | +21.61% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.09% | +0.18% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.61% | +0.03% | +2.32% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.43% | +0.08% | +22.60% | |
| 24 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.43% | -0.07% | +7.11% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.40% | -0.02% | -1.25% | |
| 26 | BILL | Bill Holdings Inc | Stock-Tech | 0.38% | — | — | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | +0.02% | +351.44% | |
| 28 | HQY | Healthequity Inc | Stock-Healthcare | 0.32% | -0.01% | -5.27% | |
| 29 | ETN | Eaton Corporation plc | Stock-Industrials | 0.28% | +0.02% | — | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.27% | +0.03% | +4.25% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.27% | -0.02% | -3.11% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.26% | -0.03% | -6.11% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.25% | +1.26% | -0.90% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.24% | -0.03% | -13.96% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.22% | +0.15% | +29.96% | |
| 36 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.22% | -0.37% | — | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.21% | +0.05% | — | |
| 38 | CATY | Cathay General Bancorp | Stock-Other | 0.21% | +0.03% | +19.14% | |
| 39 | EMR | Emerson Electric Co | Stock-Industrials | 0.15% | — | — | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.15% | — | — | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.14% | — | -96.13% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | -0.18% | EXIT | |
| 43 | PPG | Ppg Industries Inc | Stock-Materials | 0.14% | +0.01% | — | |
| 44 | CARR | Carrier Global CORP | Stock-Industrials | 0.13% | +0.01% | — | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.12% | — | +0.24% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.11% | +0.01% | +6.17% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.11% | -0.03% | +54.06% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.10% | — | -2.67% | |
| 49 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.10% | +0.08% | +0.14% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.10% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ICSH | Ishares Ultra Short Duration | +4.1% | +9125.67% | Add |
| 2 | NVDA | Nvidia CORP | +1.3% | +30.97% | Add |
| 3 | AMZN | Amazon.com Inc | +0.8% | +1.25% | Add |
| 4 | SNOW | Snowflake Inc | +0.7% | +87.59% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.5% | +6.16% | Add |
| 6 | NFLX | Netflix Inc | +0.5% | -0.95% | Trim |
| 7 | BILL | Bill Holdings Inc | +0.4% | NEW | New buy |
| 8 | AVGO | Broadcom Inc | +0.3% | +351.44% | Add |
| 9 | PLTR | Palantir Technologies Inc-a | +0.2% | NEW | New buy |
| 10 | V | Visa Inc-class A Shares | +0.2% | +2.60% | Add |
| 11 | EMR | Emerson Electric Co | +0.2% | NEW | New buy |
| 12 | CARR | Carrier Global CORP | +0.1% | NEW | New buy |
| 13 | OTIS | Otis Worldwide CORP | +0.1% | NEW | New buy |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +21.61% | Add |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +22.60% | Add |
| 16 | AXP | American Express Co | 0% | +0.61% | Add |
| 17 | CATY | Cathay General Bancorp | 0% | +19.14% | Add |
| 18 | TSLA | Tesla Inc | 0% | +6.17% | Add |
| 19 | CVX | Chevron CORP | 0% | +54.06% | Add |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | NEW | New buy |
| 21 | AAPL | Apple Inc | 0% | +2.29% | Add |
| 22 | CAT | Caterpillar Inc | 0% | +29.96% | Add |
| 23 | WMT | Walmart Inc | 0% | +0.18% | Add |
| 24 | CRM | Salesforce Inc | 0% | -4.65% | Trim |
| 25 | CRWD | Crowdstrike Holdings Inc - A | 0% | — | Unchanged |
| 26 | GBCI | Glacier Bancorp Inc | 0% | +10.57% | Add |
| 27 | MS | Morgan Stanley | 0% | — | Unchanged |
| 28 | HQY | Healthequity Inc | — | -5.27% | Trim |
| 29 | VUG | Vanguard Growth ETF | — | +4.25% | Add |
| 30 | JPM | Jpmorgan Chase & Co | — | -2.67% | Trim |
| 31 | TSM | Taiwan Semiconductor-sp Adr | — | +1.61% | Add |
| 32 | YUM | Yum! Brands Inc | — | -4.35% | Trim |
| 33 | PFE | Pfizer Inc | — | +17.72% | Add |
| 34 | XLY | Ss Consumer Disc Select Sect | — | — | Unchanged |
| 35 | SKIN | Skinhealth Systems Inc | — | EXIT | Sold out |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | — | Unchanged |
| 37 | WW6 | Ww International Inc | — | NEW | New buy |
| 38 | BMY | Bristol-myers Squibb Co | — | -2.31% | Trim |
| 39 | TPG | Tpg Inc | — | — | Unchanged |
| 40 | SRE | Sempra | — | — | Unchanged |
| 41 | VOO | Vanguard S&p 500 ETF | — | -0.09% | Trim |
| 42 | ALL | Allstate CORP | — | — | Unchanged |
| 43 | DE | Deere & Co | — | — | Unchanged |
| 44 | ✓ | Solo Brands Inc | — | — | Unchanged |
| 45 | VGSH | Vanguard Short-term Treasury | 0% | +7.11% | Add |
| 46 | MA | Mastercard Inc - A | 0% | -3.11% | Trim |
| 47 | TMO | Thermo Fisher Scientific Inc | 0% | -4.13% | Trim |
| 48 | LMT | Lockheed Martin CORP | 0% | — | Unchanged |
| 49 | IVV | Ishares Core S&p 500 ETF | 0% | -12.85% | Trim |
| 50 | CMCSA | Comcast Corp-class A | 0% | — | Unchanged |
According to official SEC Form 13F filings, Iron Gate Global Advisors LLC reported a total U.S. public equity portfolio value of $1.0B across 87 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, AAPL, AMZN) accounted for 32.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
BILL
市值: $2.7M
Top Position Liquidated / Trimmed
PDSB
前期市值: $286.6K
During Q4 2024, Iron Gate Global Advisors LLC's top holdings by market value included BRK-B (10.8%)、AAPL (10.4%)、AMZN (10.2%). The largest single position, BRK-B, represented 10.8% of total portfolio value.
In Q4 2024, Iron Gate Global Advisors LLC made 77 total portfolio adjustments, initiating 7 new buys, adding to 36 positions, trimming 24 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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