$28.1 Million is the total value of Iron Gate Global Advisors LLC's 58 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EFL | Exit | EATON VANCE FLTNG RATE 2022 | $0 | – | -12,036 | -100.0% | -0.06% | – |
| NAC | Exit | NUVEEN CA QUALTY MUN INCOME | $0 | – | -10,422 | -100.0% | -0.09% | – |
| NEAR | Exit | ISHARES US ETF TRsht mat bd etf | $0 | – | -3,210 | -100.0% | -0.09% | – |
| SLV | Exit | ISHARES SILVER TRUST ETF | $0 | – | -12,200 | -100.0% | -0.12% | – |
| Exit | ALLSTATE CORP | $0 | – | -1,854 | -100.0% | -0.12% | – | |
| HOLX | Exit | HOLOGIC INC | $0 | – | -4,000 | -100.0% | -0.12% | – |
| XLU | Exit | SELECT SECTOR UTI SELECTSPDR ETF | $0 | – | -3,310 | -100.0% | -0.12% | – |
| GSK | Exit | GLAXOSMITHKLINE PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $0 | – | -4,600 | -100.0% | -0.12% | – |
| SRE | Exit | SEMPRA ENERGY | $0 | – | -1,500 | -100.0% | -0.13% | – |
| FIYY | Exit | BARCLAYS BK PLCenhanced glbl b | $0 | – | -1,944 | -100.0% | -0.14% | – |
| YUM | Exit | YUM BRANDS INC | $0 | – | -2,569 | -100.0% | -0.15% | – |
| Exit | UBS AG LONDON BRHen lg cp grwth | $0 | – | -818 | -100.0% | -0.16% | – | |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -2,842 | -100.0% | -0.18% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -5,591 | -100.0% | -0.22% | – |
| SDY | Exit | SPDR SERIES TRUSTs&p divid etf | $0 | – | -3,698 | -100.0% | -0.23% | – |
| Exit | BAXTER INTL INC | $0 | – | -7,666 | -100.0% | -0.37% | – | |
| Exit | SPDR GOLD SHARES ETF | $0 | – | -4,690 | -100.0% | -0.38% | – | |
| CMPR | Exit | CIMPRESS PLC | $0 | – | -6,849 | -100.0% | -0.49% | – |
| Exit | AMAZON COM INC | $0 | – | -5,996 | -100.0% | -6.33% | – | |
| Exit | AMERICAN EXPRESS CO | $0 | – | -92,630 | -100.0% | -6.58% | – | |
| Exit | BANK AMER CORP | $0 | – | -359,490 | -100.0% | -7.23% | – | |
| Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -81,142 | -100.0% | -10.49% | – | |
| Exit | APPLE INC | $0 | – | -62,647 | -100.0% | -10.50% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-15
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.