IRONBRIDGE PRIVATE WEALTH, LLC 13F Portfolio
IRONBRIDGE PRIVATE WEALTH, LLC runs IRONBRIDGE PRIVATE WEALTH, LLC and currently holds 47 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $304.42M. Their top holdings are NVDA, SHV, JPST, FTSM, GLD. The top five represent 50.1% of reported portfolio weight. IRONBRIDGE PRIVATE WEALTH, LLC ranks #401 out of 1000 investors tracked by Alpha Score. In the most recent quarter, IRONBRIDGE PRIVATE WEALTH, LLC initiated 6 new positions. They added to 17 existing positions. They trimmed 16 positions. Their current best-performing preview position is TXN with returns of +53.53%.
Portfolio Value
$304.42M
Alpha Score
63.5
#401 of 1000
Holdings
47
IRONBRIDGE PRIVATE WEALTH, LLC Current 13F Holdings
Reported holdings from IRONBRIDGE PRIVATE WEALTH, LLC's latest SEC 13F filing, ranked by portfolio weight.
47 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 32.63% | $23.37 | $229.28 | +881.09% | Trimmed -7.93% |
 SHV ISHARES TR | 5.55% | $110.39 | $110.17 | -0.20% | Added +72.48% |
 JPST J P MORGAN EXCHANGE TRADED F | 5.52% | $50.40 | $50.29 | -0.22% | Added +15.78% |
 FTSM FIRST TR EXCHANGE-TRADED FD | 3.61% | $59.78 | $59.62 | -0.27% | Trimmed -2.39% |
 GLD SPDR GOLD TR | 2.81% | $330.23 | $384.62 | +16.47% | Trimmed -18.66% |
 DFAE DIMENSIONAL ETF TRUST | 2.74% | $33.92 | $39.40 | +16.16% | Added +0.99% |
 GDX VANECK ETF TRUST | 2.73% | $76.29 | $89.29 | +17.03% | Added +13.68% |
 EZPW EZCORP INC | 2.35% | $6.53 | $31.96 | +389.43% | Trimmed -14.45% |
 CRWV COREWEAVE INC | 2.34% | $87.55 | $82.08 | -6.25% | Trimmed -0.53% |
 IWM ISHARES TR | 2.22% | $206.61 | $278.93 | +35.00% | Trimmed -1.60% |
Showing 1-10 of 47