Rocket


News + Filings
Holdings

IronBridge Private Wealth, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
SPDR SERIES TRUST BILCommon320,424175,98029,421,333,00029,408,118,00016.54  Hist 06/30/2023
NVIDIA CORP NVDACommon62,082-5,95426,261,928,00026,251,614,00014.760.00 Hist 06/30/2023
iSHARES TRUST SHVCommon93,993-32,02510,381,528,00010,367,654,0005.84  Hist 06/30/2023
JPS INDUSTRIES INC JPSTCommon204,519204,51910,254,584,00010,254,584,0005.76  Hist 06/30/2023
iSHARES TRUST TFLOCommon172,201172,2018,725,426,0008,725,426,0004.90  Hist 06/30/2023
VANGUARD SCOTTSDALE FUNDS VCSHCommon111,811111,8118,459,623,0008,459,623,0004.75  Hist 06/30/2023
ALPS ETF Trust AMLPCommon196,815196,8157,717,118,0007,717,118,0004.34  Hist 06/30/2023
iSHARES TRUST IEFOPTION70,62770,6276,822,569,0006,822,569,0003.83  Hist 06/30/2023
CHEVRON CORP CVXCommon36,54136,5415,749,765,0005,749,765,0003.230.00 Hist 06/30/2023
iSHARES TRUST IJHCommon21,97421,9745,745,824,0005,745,824,0003.23  Hist 06/30/2023
NUCOR CORP NUECommon25,86125,8614,240,688,0004,240,688,0002.380.01 Hist 06/30/2023
EXXON MOBIL CORP XOMCommon38,24034,4604,101,245,0004,100,921,0002.310.00 Hist 06/30/2023
SPDR S&P 500 ETF TRUST SPYCommon9,2116,4474,083,053,0004,082,010,0002.29  Hist 06/30/2023
iSHARES TRUST IWMCommon20,94220,9423,921,810,0003,921,810,0002.20  Hist 06/30/2023
JOHNSON & JOHNSON JNJCommon23,10123,1013,823,703,0003,823,703,0002.15  Hist 06/30/2023
HONEYWELL INTERNATIONAL INC HONCommon18,31618,3163,800,571,0003,800,571,0002.140.00 Hist 06/30/2023
INVESCO EXCHANGE TRADED FD T RSPCommon24,73924,7393,701,945,0003,701,945,0002.08  Hist 06/30/2023
Alphabet Inc. GOOGLCOM29,55129,5513,537,256,0003,537,256,0001.99  Hist 06/30/2023
SELECT SECTOR SPDR TRUST XLYCommon20,69920,6993,514,898,0003,514,898,0001.98  Hist 06/30/2023
CATERPILLAR INC CATCommon13,48613,4863,318,232,0003,318,232,0001.87  Hist 06/30/2023
TEXAS INSTRUMENTS INC TXNCommon17,148-2,3903,086,983,0003,083,981,0001.74  Hist 06/30/2023
Innovator ETFs Trust FFTYCommon119,489119,4893,056,529,0003,056,529,0001.72  Hist 06/30/2023
FIRST TR NAS100 EQ WEIGHTED QQEWSHS27,41827,4182,930,986,0002,930,986,0001.65  Hist 06/30/2023
MICROSOFT CORP MSFTCommon7,0877,0872,413,409,0002,413,409,0001.360.00 Hist 06/30/2023
AMAZON COM INC AMZNCommon16,68716,6872,175,320,0002,175,320,0001.22  Hist 06/30/2023
Salesforce, Inc. CRMCommon8,1778,1771,727,475,0001,727,475,0000.97  Hist 06/30/2023
EZCORP INC EZPWCommon190,27049,7981,594,463,0001,593,408,0000.90  Hist 06/30/2023
VANGUARD INDEX FUNDS VTICommon6,2446,2441,375,455,0001,375,455,0000.77  Hist 06/30/2023
Apple Inc. AAPLCommon4,626405897,261,000896,684,0000.50  Hist 06/30/2023
Accenture plc ACNCOM1,2072372,457,000372,122,0000.210.00 Hist 06/30/2023
Duke Energy CORP DUKCOM3,6140324,321,000323,934,0000.180.00 Hist 06/30/2023
JPMORGAN CHASE & CO JPMCommon1,5831,583230,296,000230,296,0000.13  Hist 06/30/2023
GILAT SATELLITE NETWORKS LTD GILTCommon13,50013,50084,105,00084,105,0000.050.02 Hist 06/30/2023
Kosmos Energy Ltd. KOSCOMMON STOCK10,000059,900,00059,838,0000.030.00 Hist 06/30/2023
META MATERIALS INC. MMATStock20,742-110,6194,464,0004,329,0000.000.00 Hist 06/30/2023
<< Prev     Next >>
Rocket Data Systems, Inc. © 2019 | Contact Us | Data Disclaimer | Terms of Use | Privacy