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Home > Institutional Investor > Ironbridge Private Wealth, Llc > Profile

Instuitional Investor - Ironbridge Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Ironbridge Private Wealth, Llc
Portfolio Value $253,892,918
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 575,716 $62,396,079 24.58%
2.
Ishares Trust
 IEF 90,468 $18,047,463 7.11%
3.
Ishares Trust
 IEF 252,644 $14,741,792 5.81%
4.
Alps Etf Trust
 244,343 $12,691,177 5%
5.
Putnam Etf Trust - ESG ULTRA SHORT
 233,951 $11,854,299 4.67%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)