$135 Million is the total value of IronBridge Private Wealth, LLC's 253 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Atlanta #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-03-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NVIDIA CORPORATION | 12 | Q3 2023 | 14.8% |
| SPDR S&P 500 ETF TR | 12 | Q3 2023 | 12.2% |
| TEXAS INSTRS INC | 12 | Q3 2023 | 2.6% |
| EZCORP INC | 12 | Q3 2023 | 1.3% |
| EXXON MOBIL CORP | 12 | Q3 2023 | 2.5% |
| APPLE INC | 12 | Q3 2023 | 2.0% |
| ACCENTURE PLC IRELAND | 12 | Q3 2023 | 2.6% |
| DUKE ENERGY CORP NEW | 12 | Q3 2023 | 0.3% |
| KOSMOS ENERGY LTD | 12 | Q3 2023 | 0.1% |
| JPMORGAN CHASE & CO | 11 | Q3 2023 | 0.9% |
View IronBridge Private Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-17 |
| 13F-HR | 2022-01-12 |
View IronBridge Private Wealth, 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.