News + Filings Holdings
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IronBridge Private Wealth, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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JPS INDUSTRIES INC
| JPST | Common | 204,519 | 204,519 | 10,254,584,000 | 10,254,584,000 | 5.76 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| TFLO | Common | 172,201 | 172,201 | 8,725,426,000 | 8,725,426,000 | 4.90 | |
Hist
| 06/30/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VCSH | Common | 111,811 | 111,811 | 8,459,623,000 | 8,459,623,000 | 4.75 | |
Hist
| 06/30/2023 |
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ALPS ETF Trust
| AMLP | Common | 196,815 | 196,815 | 7,717,118,000 | 7,717,118,000 | 4.34 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IEF | OPTION | 70,627 | 70,627 | 6,822,569,000 | 6,822,569,000 | 3.83 | |
Hist
| 06/30/2023 |
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CHEVRON CORP
| CVX | Common | 36,541 | 36,541 | 5,749,765,000 | 5,749,765,000 | 3.23 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJH | Common | 21,974 | 21,974 | 5,745,824,000 | 5,745,824,000 | 3.23 | |
Hist
| 06/30/2023 |
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NUCOR CORP
| NUE | Common | 25,861 | 25,861 | 4,240,688,000 | 4,240,688,000 | 2.38 | 0.01 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWM | Common | 20,942 | 20,942 | 3,921,810,000 | 3,921,810,000 | 2.20 | |
Hist
| 06/30/2023 |
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JOHNSON & JOHNSON
| JNJ | Common | 23,101 | 23,101 | 3,823,703,000 | 3,823,703,000 | 2.15 | |
Hist
| 06/30/2023 |
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HONEYWELL INTERNATIONAL INC
| HON | Common | 18,316 | 18,316 | 3,800,571,000 | 3,800,571,000 | 2.14 | 0.00 |
Hist
| 06/30/2023 |
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INVESCO EXCHANGE TRADED FD T
| RSP | Common | 24,739 | 24,739 | 3,701,945,000 | 3,701,945,000 | 2.08 | |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOGL | COM | 29,551 | 29,551 | 3,537,256,000 | 3,537,256,000 | 1.99 | |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TRUST
| XLY | Common | 20,699 | 20,699 | 3,514,898,000 | 3,514,898,000 | 1.98 | |
Hist
| 06/30/2023 |
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CATERPILLAR INC
| CAT | Common | 13,486 | 13,486 | 3,318,232,000 | 3,318,232,000 | 1.87 | |
Hist
| 06/30/2023 |
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Innovator ETFs Trust
| FFTY | Common | 119,489 | 119,489 | 3,056,529,000 | 3,056,529,000 | 1.72 | |
Hist
| 06/30/2023 |
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FIRST TR NAS100 EQ WEIGHTED
| QQEW | SHS | 27,418 | 27,418 | 2,930,986,000 | 2,930,986,000 | 1.65 | |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 7,087 | 7,087 | 2,413,409,000 | 2,413,409,000 | 1.36 | 0.00 |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 16,687 | 16,687 | 2,175,320,000 | 2,175,320,000 | 1.22 | |
Hist
| 06/30/2023 |
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Salesforce, Inc.
| CRM | Common | 8,177 | 8,177 | 1,727,475,000 | 1,727,475,000 | 0.97 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTI | Common | 6,244 | 6,244 | 1,375,455,000 | 1,375,455,000 | 0.77 | |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| JPM | Common | 1,583 | 1,583 | 230,296,000 | 230,296,000 | 0.13 | |
Hist
| 06/30/2023 |
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GILAT SATELLITE NETWORKS LTD
| GILT | Common | 13,500 | 13,500 | 84,105,000 | 84,105,000 | 0.05 | 0.02 |
Hist
| 06/30/2023 |
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