Fund HoldingsIron Gate Global Advisors LLC

Total Portfolio Value
$444.59M
Total Bought
$21.41M
Total Sold
$24.98M
Net Transaction
-$3.57M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL155,118156,545+1,42752,89955,85912.56%+2,960
ALPHABET INC(GOOG)192,581192,766+18523,29325,6725.77%+2,379
META PLATFORMS INC(META)91,33393,382+2,04926,20828,3836.38%+2,175
VANGUARD WHITEHALL FDS30,34748,809+18,4623,2195,0701.14%+1,851
ALPHABET INC(GOOG)91,54690,312-1,23410,95811,9492.69%+991
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
205,014223,092+18,07816,20216,9593.81%+757
NVIDIA CORPORATION(NVDA)20,71421,264+5508,7769,3572.10%+581
UBS AG LONDON BRANCH0818+81804500.10%+450
UBER TECHNOLOGIES INC(UBER)08,839+8,83904050.09%+405
COMCAST CORP NEW(CCZ)08,721+8,72103910.09%+391
INVESCO ACTIVELY MANAGED ETF
ULTRA SHRT DUR
05,471+5,47102720.06%+272
GENERAL ELECTRIC CO(GE)02,308+2,30802590.06%+259
HALLIBURTON CO(HAL)05,511+5,51102300.05%+230
ADOBE INC(ADBE)0439+43902220.05%+222
NETFLIX INC(NFLX)(Call)01,400+1,4000202+202
EXXON MOBIL CORP8,2198,554+3358811,0220.23%+140
CHEVRON CORP NEW(CVX)5,4585,820+3628599830.22%+124
CATERPILLAR INC(CAT)4,2084,211+31,0371,1570.26%+120
THE BEAUTY HEALTH COMPANY016,000+16,0000950.02%+95
ALPHABET INC(GOOG)(Call)8,0008,0000148241+93
EATON CORP PLC(ETN)6,0006,00001,2071,2930.29%+87
WALMART INC(WMT)15,99415,893-1012,5142,5820.58%+67
CARRIER GLOBAL CORPORATION(CARR)13,73213,73206877520.17%+65
COSTCO WHSL CORP NEW(COST)1,6171,620+38719210.21%+51
EMERSON ELEC CO(EMR)9,0009,020+208178620.19%+45
CATHAY GEN BANCORP(CATY)31,12631,12601,0201,0640.24%+45
HEALTHEQUITY INC(HQY)49,89442,819-7,0753,1503,1830.72%+32
FS KKR CAP CORP(FSK)40,01140,023+127677960.18%+29
MASTERCARD INCORPORATED(MA)3,7453,744-11,4731,4960.34%+23
INTEL CORP(INTC)8,2368,026-2102752820.06%+7
ALLSTATE CORP(ALL)1,9061,90602082140.05%+7
PDS BIOTECHNOLOGY CORP75,01675,01603773770.08%0
ADVANCED MICRO DEVICES INC(AMD)(Put)1000-10000-0
SPDR S&P 500 ETF TR(SPY)(Put)3000-30000-0
FS CREDIT OPPORTUNITIES CORP(FSCO)16,17414,047-2,12777740.02%-2
BANK AMERICA CORP(Call)13,00013,000093-6
NUCOR CORP(NUE)1,6301,63002672570.06%-10
SPDR GOLD TR(GLD)2,0572,05703673560.08%-10
SOLO BRANDS INC12,65012,650072590.01%-12
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,2451,24502142000.05%-13
SEMPRA(SRE)1,5003,000+1,5002182030.05%-15
FREEPORT-MCMORAN INC(FCX)6,6066,60602642470.06%-18
VANGUARD INDEX FDS13,42913,802+3732,9582,9400.66%-18
AT&T INC(T)10,76210,189-5731721530.03%-19
DEERE & CO(DE)98098003973770.08%-20
AMAZON COM INC(AMZN)(Call)16,00016,0000339318-21
SPDR SER TR
ST STR SP DIV
2,3002,30002832620.06%-21
CAMPBELL SOUP CO(CPB)5,0555,05502312090.05%-22
VANGUARD WORLD FD1,2621,210-522972740.06%-23
META PLATFORMS INC(META)(Call)1,4001,4000155132-23
FRANCO NEV CORP(FNV)2,7342,73403903660.08%-24
GLACIER BANCORP INC NEW(GBCI)10,49010,49003272990.07%-28
SALESFORCE INC(CRM)2,0932,032-614424130.09%-29
SELECT SECTOR SPDR TR
ST STR UTIL ETF
4,4344,43402902610.06%-29
VANGUARD INDEX FDS5,6575,65709369050.20%-30
BRISTOL-MYERS SQUIBB CO(BMY)5,9365,896-403803430.08%-37
YUM BRANDS INC(YUM)2,5912,592+13593220.07%-37
PFIZER INC(PFE)12,78712,794+74694240.10%-45
KIMBERLY-CLARK CORP(KMB)2,4472,400-473382920.07%-46
ISHARES TR
ULTRA SHORT DUR
38,55437,571-9831,9391,8920.43%-47
JPMORGAN CHASE & CO(JPM)3,2272,851-3764694200.09%-49
BOEING CO(BA)1,3631,198-1652882280.05%-60
OTIS WORLDWIDE CORP(OTIS)6,8646,86406095470.12%-61
ADVANCED MICRO DEVICES INC(AMD)3,7693,562-2074293660.08%-63
TESLA INC(TSLA)1,189994-1953112450.06%-66
BROADCOM INC(AVGO)398334-643452780.06%-67
HOME DEPOT INC(HD)4,6274,509-1181,4371,3680.31%-69
PROCTER AND GAMBLE CO(PG)16,42216,493+712,4922,4140.54%-78
VANGUARD INDEX FDS5,1835,099-841,4671,3870.31%-80
BAXTER INTL INC11,22311,22305114210.09%-90
MERCK & CO INC(MRK)8,2608,200-609538550.19%-98
INVESCO QQQ TR2,7022,473-2299988850.20%-113
PPG INDS INC(PPG)8,1178,126+91,2051,0590.24%-146
VANGUARD INDEX FDS1,039667-3724232630.06%-161
S&P GLOBAL INC(SPGI)5160-5162070-207
ISHARES TR4690-4692090-209
SPOTIFY USA INC(SPOT)1,3370-1,3372150-215
SNOWFLAKE INC(SNOW)11,20311,187-161,9721,6910.38%-281
SOFI TECHNOLOGIES INC(SOFI)37,2790-37,2793110-311
VANGUARD MALVERN FDS6,8160-6,8163230-323
THERMO FISHER SCIENTIFIC INC(TMO)2,0101,429-5811,0497190.16%-330
PEPSICO INC(PEP)18,30217,991-3113,3903,0490.69%-340
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
14,3898,355-6,0348314810.11%-350
MICROSOFT CORP(MSFT)(Call)5,5004,100-1,400694284-409
APPLE INC(AAPL)(Call)19,10019,1000962502-460
VISA INC(V)50,03249,221-81111,88111,4022.56%-479
UBS AG LONDON BRANCH8180-8184890-489
MCDONALDS CORP(MCD)10,3769,803-5733,0962,6040.59%-493
VERIZON COMMUNICATIONS INC(VZ)50,06040,734-9,3261,8621,3260.30%-536
BANK AMERICA CORP726,722737,524+10,80220,85820,3164.57%-541
SPDR S&P 500 ETF TR(SPY)6,3035,037-1,2662,7942,1580.49%-636
INVESCO QQQ TR(Call)38,90038,90003,1122,472-641
DISNEY WALT CO(DIS)87,03188,235+1,2047,7747,0701.59%-704
SPDR S&P 500 ETF TR(SPY)(Call)58,50057,600-9004,2953,465-830
JOHNSON & JOHNSON(JNJ)126,643124,071-2,57220,96119,4634.38%-1,498
AMAZON COM INC(AMZN)323,977322,399-1,57842,23340,6319.14%-1,602
NETFLIX INC(NFLX)31,72931,048-68113,97611,6852.63%-2,291
AMERICAN EXPRESS CO(AXP)154,703160,130+5,42726,95424,0505.41%-2,904
RTX CORPORATION(RTX)145,790154,316+8,52614,28711,1032.50%-3,184
MICROSOFT CORP(MSFT)106,264104,797-1,46736,18632,8717.39%-3,315
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