Ironbridge Private Wealth, LLC Top Holdings and 13F Report (2025) About Ironbridge Private Wealth, LLCInvestment ActivityIronbridge Private Wealth, LLC has $272.38 million in total holdings as of December 31, 2024.Ironbridge Private Wealth, LLC owns shares of 51 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 7.41% of the portfolio was purchased this quarter.About 7.80% of the portfolio was sold this quarter.This quarter, Ironbridge Private Wealth, LLC has purchased 48 new stocks and bought additional shares in 16 stocks.Ironbridge Private Wealth, LLC sold shares of 18 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $74,687,237iShares Russell 2000 ETF $18,671,564iShares Core S&P Mid-Cap ETF $14,431,698Putnam ESG Ultra Short ETF $11,902,529Alerian MLP ETF $11,843,605 Largest New Holdings this Quarter Industrial Select Sector SPDR Fund $4,156,635 HoldingBLOCK INC $3,015,106 HoldingConsumer Discretionary Select Sector SPDR Fund $2,683,676 HoldingBroadcom $368,866 HoldingDimensional US Core Equity Market ETF $235,405 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 72,212 shares (about $4.50M)Industrial Select Sector SPDR Fund 31,547 shares (about $4.16M)BLOCK INC 35,476 shares (about $3.02M)Consumer Discretionary Select Sector SPDR Fund 11,962 shares (about $2.68M)Occidental Petroleum 37,019 shares (about $1.83M) Largest Sales this Quarter Vanguard FTSE All-World ex-US ETF 65,591 shares (about $3.77M)Chevron 11,729 shares (about $1.70M)JPMorgan Ultra-Short Income ETF 13,657 shares (about $687.90K)Putnam ESG Ultra Short ETF 12,912 shares (about $651.28K)SPDR Gold Shares 2,025 shares (about $490.31K) 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$74,687,237$142,482 ▼-0.2%556,16427.4%Computer and TechnologyIWMiShares Russell 2000 ETF$18,671,564$213,226 ▲1.2%84,5026.9%FinanceIJHiShares Core S&P Mid-Cap ETF$14,431,698$4,499,535 ▲45.3%231,6115.3%ETFPULTPutnam ESG Ultra Short ETF$11,902,529$651,281 ▼-5.2%235,9744.4%ETFAMLPAlerian MLP ETF$11,843,605$366,787 ▼-3.0%245,9224.3%ETFJPSTJPMorgan Ultra-Short Income ETF$11,556,692$687,903 ▼-5.6%229,4364.2%ETFGLDSPDR Gold Shares$11,487,860$490,313 ▼-4.1%47,4454.2%FinanceSPYSPDR S&P 500 ETF Trust$9,404,241$311,209 ▼-3.2%16,0463.5%FinanceFFTYInnovator IBD 50 ETF$8,235,322$209,908 ▼-2.5%288,0493.0%ETFXOMExxon Mobil$6,941,618$97,028 ▼-1.4%64,5312.5%Oils/EnergyAAPLApple$6,654,299$545,176 ▲8.9%26,5722.4%Computer and TechnologyMSFTMicrosoft$6,209,434$1,341,191 ▲27.5%14,7322.3%Computer and TechnologyXBISPDR S&P Biotech ETF$6,050,773$184,803 ▼-3.0%67,1862.2%ETFAMZNAmazon.com$5,692,732$141,287 ▲2.5%25,9482.1%Retail/WholesaleAMDAdvanced Micro Devices$4,953,841$11,233 ▼-0.2%41,0121.8%Computer and TechnologyCATCaterpillar$4,752,884$227,088 ▼-4.6%13,1021.7%Industrial ProductsCVXChevron$4,472,779$1,698,819 ▼-27.5%30,8811.6%Oils/EnergyXLKTechnology Select Sector SPDR Fund$4,429,275$168,810 ▼-3.7%19,0491.6%ETFOXYOccidental Petroleum$4,220,128$1,829,117 ▲76.5%85,4101.5%Oils/EnergyXLIIndustrial Select Sector SPDR Fund$4,156,635$4,156,635 ▲New Holding31,5471.5%ETFHONHoneywell International$4,018,359$84,257 ▼-2.1%17,7891.5%Multi-Sector ConglomeratesXLEEnergy Select Sector SPDR Fund$3,722,785$151,104 ▼-3.9%43,4601.4%ETFDFASDimensional U.S. Small Cap ETF$3,710,923$105,104 ▼-2.8%57,0211.4%ETFGOOGLAlphabet$3,530,202$175,668 ▲5.2%18,6491.3%Computer and TechnologyBLOCK INC$3,015,106$3,015,106 ▲New Holding35,4761.1%CL AEZPWEZCORP$2,959,953$151,565 ▲5.4%242,2221.1%FinanceSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$2,702,230$171,829 ▲6.8%75,3761.0%ETFXLYConsumer Discretionary Select Sector SPDR Fund$2,683,676$2,683,676 ▲New Holding11,9621.0%FinanceTXNTexas Instruments$2,377,2520.0%12,6780.9%Computer and TechnologyQQEWFirst Trust NASDAQ 100 Equal Weighted Index Fund$1,911,015$122,586 ▼-6.0%15,2930.7%ManufacturingVTIVanguard Total Stock Market ETF$1,836,752$10,143 ▲0.6%6,3380.7%ETFVEUVanguard FTSE All-World ex-US ETF$1,781,032$3,765,583 ▼-67.9%31,0230.7%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,454,0120.0%15,9030.5%ETFIVViShares Core S&P 500 ETF$1,076,5000.0%1,8290.4%ETFVVVanguard Large-Cap ETF$440,9600.0%1,6350.2%ETFACNAccenture$434,4610.0%1,2350.2%Computer and TechnologyJPMJPMorgan Chase & Co.$429,946$2,157 ▲0.5%1,7940.2%FinanceDUKDuke Energy$420,5100.0%3,9030.2%UtilitiesAVGOBroadcom$368,866$368,866 ▲New Holding1,5910.1%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$323,1250.0%1,8440.1%ETFVSTVistra$274,3620.0%1,9900.1%UtilitiesMETAMeta Platforms$270,697$58,592 ▲27.6%4620.1%Computer and TechnologyUSPXFranklin U.S. Equity Index ETF$266,1700.0%5,1840.1%ETFHDHome Depot$244,012$778 ▲0.3%6270.1%Retail/WholesaleDFAUDimensional US Core Equity Market ETF$235,405$235,405 ▲New Holding5,8140.1%ETFNEENextEra Energy$234,007$234,007 ▲New Holding3,2640.1%UtilitiesWMBWilliams Companies$224,977$224,977 ▲New Holding4,1570.1%Oils/EnergyORCLOracle$220,535$2,334 ▲1.1%1,3230.1%Computer and TechnologySCHFSchwab International Equity ETF$219,595$109,798 ▲100.0%11,8700.1%ETFETEnergy Transfer$206,860$1,332 ▲0.6%10,5590.1%Oils/EnergyKOSKosmos Energy$34,2000.0%10,0000.0%Oils/EnergyXLPConsumer Staples Select Sector SPDR Fund$0$4,462,827 ▼-100.0%00.0%ETFNUENucor$0$4,102,029 ▼-100.0%00.0%Basic MaterialsXLVHealth Care Select Sector SPDR Fund$0$2,990,762 ▼-100.0%00.0%ETFEEMiShares MSCI Emerging Markets ETF$0$207,104 ▼-100.0%00.0%FinanceShowing 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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