Ironbridge Private Wealth, LLC Top Holdings and 13F Report (2024) → Jeff Bezos & 48 Members of Congress Are Buying ONE Sector… (From InvestorPlace) (Ad) About Ironbridge Private Wealth, LLCInvestment ActivityIronbridge Private Wealth, LLC has $241.19 million in total holdings as of March 31, 2024.Ironbridge Private Wealth, LLC owns shares of 43 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 9.28% of the portfolio was purchased this quarter.About 7.37% of the portfolio was sold this quarter.This quarter, Ironbridge Private Wealth, LLC has purchased 43 new stocks and bought additional shares in 20 stocks.Ironbridge Private Wealth, LLC sold shares of 15 stocks and completely divested from 2 stocks this quarter.Largest Holdings NVIDIA $50,778,265iShares Russell 2000 ETF $12,839,448Alerian MLP ETF $11,867,422Putnam ESG Ultra Short ETF $11,616,761JPMorgan Ultra-Short Income ETF $11,299,438 Largest New Holdings this Quarter Dimensional U.S. Small Cap ETF $3,628,876 HoldingSPDR Gold Shares $2,667,367 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 127,940 shares (about $7.77M)Dimensional U.S. Small Cap ETF 58,211 shares (about $3.63M)iShares Russell 2000 ETF 16,433 shares (about $3.46M)SPDR Gold Shares 12,966 shares (about $2.67M)Putnam ESG Ultra Short ETF 20,502 shares (about $1.03M) Largest Sales this Quarter NVIDIA 5,695 shares (about $5.15M)iShares MSCI Emerging Markets ETF 62,751 shares (about $2.58M)Honeywell International 1,353 shares (about $277.70K)Vanguard FTSE All-World ex-US ETF 3,747 shares (about $219.76K)SPDR S&P 500 ETF Trust 412 shares (about $215.50K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIronbridge Private Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$50,778,265$5,145,774 ▼-9.2%56,19821.1%Computer and TechnologyIWMiShares Russell 2000 ETF$12,839,448$3,455,860 ▲36.8%61,0535.3%FinanceAMLPAlerian MLP ETF$11,867,422$789,497 ▲7.1%250,0514.9%ETFPULTPutnam ESG Ultra Short ETF$11,616,761$1,033,096 ▲9.8%230,5374.8%ETFJPSTJPMorgan Ultra-Short Income ETF$11,299,438$346,440 ▲3.2%223,9734.7%ETFIJHiShares Core S&P Mid-Cap ETF$9,693,027$7,771,089 ▲404.3%159,5824.0%ETFSPYSPDR S&P 500 ETF Trust$9,011,974$215,505 ▼-2.3%17,2293.7%FinanceFFTYInnovator IBD 50 ETF$7,947,994$193,452 ▲2.5%287,5543.3%ETFMSFTMicrosoft$7,653,319$130,423 ▲1.7%18,1913.2%Computer and TechnologyAMDAdvanced Micro Devices$7,593,938$189,154 ▼-2.4%42,0743.1%Computer and TechnologyXOMExxon Mobil$7,587,241$310,013 ▲4.3%65,2723.1%Oils/EnergyXBISPDR S&P Biotech ETF$6,882,373$190,065 ▼-2.7%72,5302.9%ETFCVXChevron$6,565,362$382,997 ▲6.2%41,6212.7%Oils/EnergyVEUVanguard FTSE All-World ex-US ETF$5,925,646$219,762 ▼-3.6%101,0342.5%ETFGOOGLAlphabet$5,513,475$180,965 ▲3.4%36,5302.3%Computer and TechnologyNUENucor$5,107,800$78,368 ▲1.6%25,8102.1%Basic MaterialsCATCaterpillar$5,078,721$143,641 ▼-2.8%13,8602.1%Industrial ProductsAMZNAmazon.com$4,421,477$108,048 ▼-2.4%24,5121.8%Retail/WholesaleAAPLApple$4,343,496$273,344 ▲6.7%25,3291.8%Computer and TechnologyFXLFirst Trust Technology AlphaDEX Fund$4,163,512$154,773 ▲3.9%30,8821.7%ETFHONHoneywell International$4,056,152$277,703 ▼-6.4%19,7621.7%Multi-Sector ConglomeratesXLCCommunication Services Select Sector SPDR Fund$3,934,708$117,345 ▲3.1%48,1841.6%ETFXLKTechnology Select Sector SPDR Fund$3,925,475$103,719 ▼-2.6%18,8481.6%ETFDFASDimensional U.S. Small Cap ETF$3,628,876$3,628,876 ▲New Holding58,2111.5%ETFQQEWFirst Trust NASDAQ 100 Equal Weighted Index Fund$3,578,358$76,694 ▼-2.1%28,8811.5%ManufacturingEEMiShares MSCI Emerging Markets ETF$3,512,506$2,577,812 ▼-42.3%85,5041.5%FinanceFXNFirst Trust Energy AlphaDEX Fund$3,402,175$80,427 ▼-2.3%181,6431.4%ETFTXNTexas Instruments$3,007,214$14,459 ▲0.5%17,2621.2%Computer and TechnologyOXYOccidental Petroleum$2,745,323$2,145 ▼-0.1%42,2421.1%Oils/EnergyGLDSPDR Gold Shares$2,667,367$2,667,367 ▲New Holding12,9661.1%FinanceEZPWEZCORP$2,603,8500.0%229,8191.1%FinanceWMWaste Management$2,492,365$31,333 ▼-1.2%11,6931.0%Business ServicesVTIVanguard Total Stock Market ETF$1,632,450$5,458 ▲0.3%6,2810.7%ETFIVViShares Core S&P 500 ETF$961,385$380,559 ▲65.5%1,8290.4%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$944,072$459,000 ▲94.6%10,2840.4%ETFACNAccenture$428,0640.0%1,2350.2%Business ServicesVVVanguard Large-Cap ETF$392,0080.0%1,6350.2%ETFDUKDuke Energy$352,9920.0%3,6500.1%UtilitiesJPMJPMorgan Chase & Co.$348,443$10,814 ▼-3.0%1,7400.1%FinanceSCHFSchwab International Equity ETF$231,5840.0%5,9350.1%ETFHDHome Depot$230,674$768 ▲0.3%6010.1%Retail/WholesaleETEnergy Transfer$164,124$472 ▲0.3%10,4340.1%Oils/EnergyKOSKosmos Energy$59,6000.0%10,0000.0%Oils/EnergyTFLOiShares Treasury Floating Rate Bond ETF$0$5,964,647 ▼-100.0%00.0%ETFPARAParamount Global$0$2,438,873 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.