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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 $205,116,763
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 61,893 $30,650,652 14.94%
2.
J P Morgan Exchange Traded F
 217,106 $10,905,235 5.31%
3.
Putnam Etf Trust
 210,035 $10,554,260 5.14%
4.
Alps Etf Trust
 233,416 $9,924,849 4.83%
5.
Ishares Trust
 IEF 44,620 $8,955,682 4.36%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)