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CIK: 0001850996
Total reported value
$304.4M
$304.4M
51 檔
43.2%
In Q4 2024, IronBridge Private Wealth, LLC's U.S. equity holdings reached a combined market value of $304.4M, distributed across 51 disclosed stock positions.
IronBridge Private Wealth, LLC executed strategic sector rebalancing during Q4 2024, establishing 7 new positions while fully exiting 4 holdings and trimming 18 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 27.42% | +2.30% | -0.19% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 6.85% | +0.39% | +1.16% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.30% | +0.30% | +45.30% | |
| 4 | FTMH | Putnam ETF Trust - Putnam Franklin Municipal High Yield ETF | ETF-High Yield | 4.37% | -4.87% | EXIT | |
| 5 | AMLP | Alerian Mlp ETF | ETF-Other | 4.35% | -3.68% | EXIT | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.24% | +0.84% | -5.62% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 4.22% | -1.16% | -4.09% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.45% | — | -3.20% | |
| 9 | 3IV1 | Innovator Ibd 50 ETF | ETF-Other | 3.02% | — | -2.49% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 2.55% | -0.16% | EXIT | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.44% | +0.04% | +8.92% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.28% | +0.03% | +27.55% | |
| 13 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 2.22% | — | -2.96% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.09% | +0.08% | +2.55% | |
| 15 | AMD | Advanced Micro Devices | Stock-Tech | 1.82% | +0.15% | NEW | |
| 16 | CAT | Caterpillar Inc | Stock-Industrials | 1.74% | +0.49% | -4.56% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.64% | — | -27.53% | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 1.63% | — | -3.67% | |
| 19 | OXY | Occidental Petroleum CORP | Stock-Energy | 1.55% | — | +76.50% | |
| 20 | XLI | Ss Industrial Select Sector | ETF-Other | 1.53% | — | — | |
| 21 | HON | Honeywell International Inc | Stock-Industrials | 1.48% | -1.75% | EXIT | |
| 22 | XLE | Ss Energy Select Sector | ETF-Other | 1.37% | -1.88% | EXIT | |
| 23 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.36% | — | -2.75% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.30% | +0.23% | +5.24% | |
| 25 | XYZ | Block Inc | Stock-Financials | 1.11% | — | — | |
| 26 | EZPW | Ezcorp Inc-cl A | Stock-Other | 1.09% | +0.37% | +5.40% | |
| 27 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.99% | — | +6.79% | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.99% | — | — | |
| 29 | TXN | Texas Instruments Inc | Stock-Tech | 0.87% | +0.32% | — | |
| 30 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.70% | — | -6.03% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.67% | -0.07% | +0.56% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.65% | — | -67.89% | |
| 33 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.53% | -2.23% | — | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | — | — | |
| 35 | VV | Vanguard Large-cap ETF | ETF-Other | 0.16% | — | — | |
| 36 | ACN | Accenture plc | Stock-Tech | 0.16% | — | — | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.16% | +0.02% | +0.50% | |
| 38 | DUK | Duke Energy CORP | Stock-Utilities | 0.15% | — | — | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.14% | — | — | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.12% | — | — | |
| 41 | VST | Vistra CORP | Stock-Utilities | 0.10% | — | — | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.10% | — | +27.62% | |
| 43 | USPX | Franklin U.s. Equity Index E | ETF-Large Cap & Growth | 0.10% | — | — | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.09% | +0.01% | +0.32% | |
| 45 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.09% | — | — | |
| 46 | NEE | Nextera Energy Inc | Stock-Utilities | 0.09% | — | — | |
| 47 | WMB | Williams Cos Inc | Stock-Energy | 0.08% | -0.10% | EXIT | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.08% | — | +1.07% | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.08% | +0.02% | +100.00% | |
| 50 | ET | Energy Transfer LP | Stock-Energy | 0.08% | — | +0.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.2% | -0.19% | Trim |
| 2 | IJH | Ishares Core S&p Midcap ETF | +1.6% | +45.30% | Add |
| 3 | XLI | Ss Industrial Select Sector | +1.5% | NEW | New buy |
| 4 | XYZ | Block Inc | +1.1% | NEW | New buy |
| 5 | XLY | Ss Consumer Disc Select Sect | +1% | NEW | New buy |
| 6 | OXY | Occidental Petroleum CORP | +0.6% | +76.50% | Add |
| 7 | MSFT | Microsoft CORP | +0.4% | +27.55% | Add |
| 8 | AMZN | Amazon.com Inc | +0.3% | +2.55% | Add |
| 9 | AAPL | Apple Inc | +0.3% | +8.92% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +5.24% | Add |
| 11 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 12 | EZPW | Ezcorp Inc-cl A | +0.1% | +5.40% | Add |
| 13 | DFAU | Dimensional US Core Equity M | +0.1% | NEW | New buy |
| 14 | NEE | Nextera Energy Inc | +0.1% | NEW | New buy |
| 15 | HON | Honeywell International Inc | +0.1% | -2.05% | Trim |
| 16 | WMB | Williams Cos Inc | +0.1% | NEW | New buy |
| 17 | 3IV1 | Innovator Ibd 50 ETF | +0.1% | -2.49% | Trim |
| 18 | SDVY | First Trust Smid Cap Rising | 0% | +6.79% | Add |
| 19 | META | Meta Platforms Inc-class A | 0% | +27.62% | Add |
| 20 | JPM | Jpmorgan Chase & Co | 0% | +0.50% | Add |
| 21 | ET | Energy Transfer LP | 0% | +0.65% | Add |
| 22 | VST | Vistra CORP | 0% | — | Unchanged |
| 23 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 24 | VTI | Vanguard Total Stock Mkt ETF | — | +0.56% | Add |
| 25 | VV | Vanguard Large-cap ETF | — | — | Unchanged |
| 26 | HD | Home Depot Inc | — | +0.32% | Add |
| 27 | RSP | Invesco S&p 500 Equal Weight | — | — | Unchanged |
| 28 | USPX | Franklin U.s. Equity Index E | — | — | Unchanged |
| 29 | ORCL | Oracle CORP | — | +1.07% | Add |
| 30 | ACN | Accenture plc | — | — | Unchanged |
| 31 | SCHF | Schwab Intl Equity ETF | 0% | +100.00% | Add |
| 32 | KOS | Kosmos Energy LTD | 0% | — | Unchanged |
| 33 | DUK | Duke Energy CORP | 0% | — | Unchanged |
| 34 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | — | Unchanged |
| 35 | IWM | Ishares Russell 2000 ETF | 0% | +1.16% | Add |
| 36 | XLK | Ss Technology Select Sector | 0% | -3.67% | Trim |
| 37 | QQEW | First Tr Nasdaq-100 Sel Eq | -0.1% | -6.03% | Trim |
| 38 | DFAS | Dimensional US Small Cap ETF | -0.1% | -2.75% | Trim |
| 39 | EEM | Ishares Msci Emerging Market | -0.1% | EXIT | Sold out |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -3.20% | Trim |
| 41 | XLE | Ss Energy Select Sector | -0.1% | -3.90% | Trim |
| 42 | TXN | Texas Instruments Inc | -0.1% | — | Unchanged |
| 43 | AMLP | Alerian Mlp ETF | -0.1% | -3.00% | Trim |
| 44 | CAT | Caterpillar Inc | -0.3% | -4.56% | Trim |
| 45 | GLD | Spdr Gold Shares | -0.3% | -4.09% | Trim |
| 46 | XOM | Exxon Mobil CORP | -0.3% | -1.38% | Trim |
| 47 | XBI | Ss Spdr S&p Biotech ETF | -0.3% | -2.96% | Trim |
| 48 | FTMH | Putnam ETF Trust - Putnam Franklin Municipal High Yield ETF | -0.4% | -5.19% | Trim |
| 49 | JPST | Jpmorgan Ultra-short Income | -0.4% | -5.62% | Trim |
| 50 | CVX | Chevron CORP | -0.7% | -27.53% | Trim |
According to official SEC Form 13F filings, IronBridge Private Wealth, LLC reported a total U.S. public equity portfolio value of $304.4M across 51 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 NVDA, IWM, IJH) accounted for 43.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
XLI
市值: $4.2M
Top Position Liquidated / Trimmed
XLP
前期市值: $4.5M
During Q4 2024, IronBridge Private Wealth, LLC's top holdings by market value included NVDA (27.4%)、IWM (6.8%)、IJH (5.3%). The largest single position, NVDA, represented 27.4% of total portfolio value.
In Q4 2024, IronBridge Private Wealth, LLC made 45 total portfolio adjustments, initiating 7 new buys, adding to 16 positions, trimming 18 holdings, and fully liquidating 4 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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