Ironbridge Private Wealth, LLC Top Holdings and 13F Report (2025) About Ironbridge Private Wealth, LLCInvestment ActivityIronbridge Private Wealth, LLC has $253.89 million in total holdings as of March 31, 2025.Ironbridge Private Wealth, LLC owns shares of 53 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 16.49% of the portfolio was purchased this quarter.About 15.67% of the portfolio was sold this quarter.This quarter, Ironbridge Private Wealth, LLC has purchased 51 new stocks and bought additional shares in 20 stocks.Ironbridge Private Wealth, LLC sold shares of 13 stocks and completely divested from 8 stocks this quarter.Largest Holdings NVIDIA $62,396,079iShares Russell 2000 ETF $18,047,463iShares Core S&P Mid-Cap ETF $14,741,792Alerian MLP ETF $12,691,177Putnam ESG Ultra Short ETF $11,854,299 Largest New Holdings this Quarter 464287515 - iShares Expanded Tech-Software Sector ETF $8,825,496 Holding81752T536 - Adaptiv Select ETF $6,641,330 Holding464288679 - iShares Short Treasury Bond ETF $4,587,074 Holding81369Y852 - Communication Services Select Sector SPDR Fund $3,440,854 Holding79466L302 - Salesforce $3,055,558 Holding Largest Purchases this Quarter iShares Expanded Tech-Software Sector ETF 99,174 shares (about $8.83M)Adaptiv Select ETF 193,118 shares (about $6.64M)iShares Short Treasury Bond ETF 41,527 shares (about $4.59M)Communication Services Select Sector SPDR Fund 35,675 shares (about $3.44M)Salesforce 11,386 shares (about $3.06M) Largest Sales this Quarter Exxon Mobil 60,605 shares (about $7.21M)SPDR Gold Shares 24,298 shares (about $7.00M)SPDR S&P Biotech ETF 46,524 shares (about $3.77M)First Trust SMID Cap Rising Dividend Achievers ETF 8,642 shares (about $289.51K)Caterpillar 437 shares (about $144.12K) 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$62,396,079$2,119,045 ▲3.5%575,71624.6%Computer and TechnologyIWMiShares Russell 2000 ETF$18,047,463$1,190,157 ▲7.1%90,4687.1%FinanceIJHiShares Core S&P Mid-Cap ETF$14,741,792$1,227,277 ▲9.1%252,6445.8%ETFAMLPAlerian MLP ETF$12,691,177$82,013 ▼-0.6%244,3435.0%ETFPULTPutnam ESG Ultra Short ETF$11,854,299$102,505 ▼-0.9%233,9514.7%ETFJPSTJPMorgan Ultra-Short Income ETF$11,579,285$37,061 ▼-0.3%228,7044.6%ETFSPYSPDR S&P 500 ETF Trust$9,613,677$637,705 ▲7.1%17,1863.8%FinanceIGViShares Expanded Tech-Software Sector ETF$8,825,496$8,825,496 ▲New Holding99,1743.5%ETFFFTYInnovator IBD 50 ETF$8,104,432$335,750 ▲4.3%300,4983.2%ETFGLDSPDR Gold Shares$6,669,578$7,001,227 ▼-51.2%23,1472.6%FinanceADPVAdaptiv Select ETF$6,641,330$6,641,330 ▲New Holding193,1182.6%ETFAAPLApple$6,128,289$225,904 ▲3.8%27,5892.4%Computer and TechnologyMSFTMicrosoft$5,815,191$284,922 ▲5.2%15,4912.3%Computer and TechnologyAMZNAmazon.com$5,110,005$173,137 ▲3.5%26,8582.0%Retail/WholesaleAMDAdvanced Micro Devices$4,968,714$755,139 ▲17.9%48,3622.0%Computer and TechnologySHViShares Short Treasury Bond ETF$4,587,074$4,587,074 ▲New Holding41,5271.8%ETFHONHoneywell International$4,360,780$593,959 ▲15.8%20,5941.7%Multi-Sector ConglomeratesXLKTechnology Select Sector SPDR Fund$4,315,227$381,988 ▲9.7%20,8991.7%ETFGOOGLAlphabet$4,262,401$1,378,480 ▲47.8%27,5631.7%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$4,261,611$126,745 ▲3.1%32,5141.7%ETFBLOCK INC$4,246,597$2,319,185 ▲120.3%78,1631.7%CL ACATCaterpillar$4,176,919$144,123 ▼-3.3%12,6651.6%IndustrialsEZPWEZCORP$3,565,5080.0%242,2221.4%FinanceXLCCommunication Services Select Sector SPDR Fund$3,440,854$3,440,854 ▲New Holding35,6751.4%ETFCRMSalesforce$3,055,558$3,055,558 ▲New Holding11,3861.2%Computer and TechnologySDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$2,235,590$289,507 ▼-11.5%66,7340.9%ETFTXNTexas Instruments$2,214,623$63,614 ▼-2.8%12,3240.9%Computer and TechnologyQQEWFirst Trust NASDAQ 100 Equal Weighted Index Fund$2,190,527$341,144 ▲18.4%18,1140.9%ManufacturingPALANTIR TECHNOLOGIES INC$2,160,303$2,160,303 ▲New Holding25,5960.9%CL AVTIVanguard Total Stock Market ETF$1,747,992$6,047 ▲0.3%6,3600.7%ETFXBISPDR S&P Biotech ETF$1,675,689$3,773,098 ▼-69.2%20,6620.7%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,458,7830.0%15,9030.6%ETFIVViShares Core S&P 500 ETF$1,025,280$2,247 ▼-0.2%1,8250.4%ETFDUKDuke Energy$476,0490.0%3,9030.2%UtilitiesXOMExxon Mobil$466,953$7,208,275 ▼-93.9%3,9260.2%EnergyJPMJPMorgan Chase & Co.$435,127$4,906 ▼-1.1%1,7740.2%FinanceVVVanguard Large-Cap ETF$420,2450.0%1,6350.2%ETFACNAccenture$356,039$29,332 ▼-7.6%1,1410.1%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$319,4370.0%1,8440.1%ETFMETAMeta Platforms$305,142$38,647 ▲14.5%5290.1%Computer and TechnologyAVGOBroadcom$297,687$31,309 ▲11.8%1,7780.1%Computer and TechnologyVOOVanguard S&P 500 ETF$282,651$282,651 ▲New Holding5500.1%ETFUSPXFranklin U.S. Equity Index ETF$253,9310.0%5,1840.1%ETFWMBWilliams Companies$248,4230.0%4,1570.1%EnergyBRK.BBerkshire Hathaway$245,520$245,520 ▲New Holding4610.1%FinanceRTXRTX$240,533$240,533 ▲New Holding1,8160.1%AerospaceSCHFSchwab International Equity ETF$234,7890.0%11,8700.1%ETFVSTVistra$233,7060.0%1,9900.1%UtilitiesTSLATesla$231,690$231,690 ▲New Holding8940.1%Auto/Tires/TrucksNEENextEra Energy$231,518$142 ▲0.1%3,2660.1%UtilitiesHDHome Depot$225,802$4,032 ▼-1.8%6160.1%Retail/WholesaleETEnergy Transfer$196,753$465 ▲0.2%10,5840.1%EnergyKOSKosmos Energy$22,8000.0%10,0000.0%EnergyCVXChevron$0$4,472,779 ▼-100.0%00.0%EnergyOXYOccidental Petroleum$0$4,220,128 ▼-100.0%00.0%EnergyXLEEnergy Select Sector SPDR Fund$0$3,722,785 ▼-100.0%00.0%ETFDFASDimensional U.S. Small Cap ETF$0$3,710,923 ▼-100.0%00.0%ETFXLYConsumer Discretionary Select Sector SPDR Fund$0$2,683,676 ▼-100.0%00.0%FinanceVEUVanguard FTSE All-World ex-US ETF$0$1,781,032 ▼-100.0%00.0%ETFDFAUDimensional US Core Equity Market ETF$0$235,405 ▼-100.0%00.0%ETFORCLOracle$0$220,535 ▼-100.0%00.0%Computer and TechnologyShowing 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. 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