| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JOHNSON &JOHNSON | 29 | Q2 2024 | 18.5% |
| META PLATFORMS INC | 29 | Q2 2024 | 8.8% |
| MICROSOFT CORP | 29 | Q2 2024 | 7.8% |
| HEALTHEQUITY INC | 29 | Q2 2024 | 12.8% |
| ALPHABET INC COM CL C | 29 | Q2 2024 | 5.8% |
| ALPHABET INC CAP STK CL A | 29 | Q2 2024 | 2.7% |
| SPDR S&P 500 ETF TR | 29 | Q2 2024 | 3.9% |
| VANGUARD INDEX FDS | 29 | Q2 2024 | 2.0% |
| PEPSICO INC | 29 | Q2 2024 | 1.0% |
| VANGUARD INDEX FDS | 29 | Q2 2024 | 1.5% |
View Iron Gate Global Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-03 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View Iron Gate Global Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.