Fund HoldingsIron Gate Global Advisors LLC

Total Portfolio Value
$708.89M
Total Bought
$100.74M
Total Sold
$41.28M
Net Transaction
+$59.46M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ISHARES TR
ULTRA SHORT DUR
0586,476+586,476029,5764.17%+29,576
NVIDIA CORPORATION(NVDA)200,748262,928+62,18024,38036,1375.10%+11,758
AMAZON COM INC(AMZN)326,144330,235+4,09160,77072,46810.22%+11,698
ALPHABET INC(GOOG)0203,605+203,605038,8345.48%+38,834
APPLE INC(AAPL)289,607296,230+6,62367,47874,07610.45%+6,597
NETFLIX INC(NFLX)31,70631,404-30222,48827,9913.95%+5,503
SNOWFLAKE INC(SNOW)29,25854,885+25,6273,3618,4751.20%+5,114
AMERICAN EXPRESS CO(AXP)164,163165,171+1,00844,52149,0426.92%+4,521
VISA INC(V)57,90059,406+1,50615,92018,7752.65%+2,855
BILL HOLDINGS INC029,756+29,75602,7210.38%+2,721
BROADCOM INC(AVGO)2,50011,286+8,7864312,6170.37%+2,185
META PLATFORMS INC(META)101,016101,297+28157,82559,4008.38%+1,574
PALANTIR TECHNOLOGIES INC(PLTR)020,293+20,29301,5350.22%+1,535
ALPHABET INC(GOOG)96,62691,136-5,49016,03417,2532.43%+1,219
EMERSON ELEC CO(EMR)08,624+8,62401,0410.15%+1,041
SPDR S&P 500 ETF TR(SPY)6,8398,317+1,4783,9244,8750.69%+951
CARRIER GLOBAL CORPORATION(CARR)013,501+13,50109270.13%+927
INVESCO QQQ TR4,8325,924+1,0922,3593,0290.43%+670
OTIS WORLDWIDE CORP(OTIS)06,749+6,74906230.09%+623
RTX CORPORATION(RTX)150,011162,224+12,21318,17518,7572.65%+582
VANGUARD WHITEHALL FDS70,99675,684+4,6889,1029,6571.36%+555
WALMART INC(WMT)47,70847,795+873,8524,3190.61%+467
CATHAY GEN BANCORP(CATY)26,12631,126+5,0001,1221,4540.21%+332
TESLA INC(TSLA)1,8311,944+1134797850.11%+306
CATERPILLAR INC(CAT)3,3384,338+1,0001,3051,5770.22%+271
CHEVRON CORP NEW(CVX)3,4135,258+1,8455037720.11%+270
HEALTHEQUITY INC(HQY)25,21823,888-1,3302,0642,2920.32%+228
SPDR SER TR
ST STR P500ETF
02,968+2,96802050.03%+205
VANGUARD INDEX FDS4,4924,683+1911,7251,9220.27%+198
VANGUARD INDEX FDS14,55214,890+3384,1204,3150.61%+195
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
48,36751,805+3,4382,8553,0140.43%+159
SALESFORCE INC(CRM)1,9161,827-895246110.09%+86
CROWDSTRIKE HLDGS INC(CRWD)1,3851,38503884740.07%+85
JPMORGAN CHASE & CO.(JPM)3,1043,021-836557240.10%+70
MASTERCARD INCORPORATED(MA)3,7323,616-1161,8431,9040.27%+61
COSTCO WHSL CORP NEW(COST)1,6521,65201,4651,5130.21%+49
GLACIER BANCORP INC NEW(GBCI)4,7305,230+5002162630.04%+46
MORGAN STANLEY(MS)2,0922,09202182630.04%+45
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,4881,512+242582990.04%+40
PFIZER INC(PFE)10,77712,687+1,9103123410.05%+29
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,1571,15702322580.04%+26
FS KKR CAP CORP(FSK)24,78923,642-1,1474895130.07%+24
SPDR GOLD TR(GLD)2,0432,148+1054975200.07%+24
WW INTL INC017,250+17,2500220.00%+22
BRISTOL-MYERS SQUIBB CO(BMY)5,8965,760-1363053260.05%+21
TPG INC(TPG)3,5003,50002012200.03%+18
SEMPRA(SRE)3,0003,00002512630.04%+12
VANGUARD INDEX FDS1,1261,125-15946060.09%+12
ALLSTATE CORP(ALL)2,1802,18004134200.06%+7
DEERE & CO(DE)98098004094150.06%+6
EATON CORP PLC(ETN)6,0026,00201,9891,9920.28%+3
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
4,6714,67102342340.03%-0
SOLO BRANDS INC12,65012,650018140.00%-3
VANECK ETF TRUST
SEMICONDUCTR ETF
2,8342,838+46966870.10%-8
BERKSHIRE HATHAWAY INC DEL10010006916810.10%-10
VANGUARD INDEX FDS5,2005,20001,0441,0310.15%-14
FRANCO NEV CORP(FNV)1,9251,875-502392200.03%-19
SELECT SECTOR SPDR TR
ST STR UTIL ETF
4,3654,36503533300.05%-22
THE BEAUTY HEALTH COMPANY16,0000-16,000230-23
SPDR SER TR
ST STR SP DIV
2,3002,30003273020.04%-25
KIMBERLY-CLARK CORP(KMB)2,4002,412+123413160.04%-25
ABBVIE INC(ABBV)1,3671,376+92702450.03%-25
YUM BRANDS INC(YUM)2,5312,421-1103543250.05%-29
THE CAMPBELLS COMPANY(CPB)5,0555,05502472120.03%-36
COMCAST CORP NEW(CCZ)8,6678,66703623250.05%-37
ISHARES TR607529-783503110.04%-39
LOCKHEED MARTIN CORP(LMT)41241202412000.03%-41
THERMO FISHER SCIENTIFIC INC(TMO)508487-213142530.04%-61
EXXON MOBIL CORP8,9699,137+1681,0519830.14%-68
GE AEROSPACE(GE)1,6521,413-2393122360.03%-76
HOME DEPOT INC(HD)4,6524,610-421,8851,7930.25%-92
FREEPORT-MCMORAN INC(FCX)6,0815,426-6553042070.03%-97
PPG INDS INC(PPG)8,1178,11701,0759660.14%-109
ADVANCED MICRO DEVICES INC(AMD)2,5212,52104143050.04%-109
MERCK & CO INC(MRK)8,2228,242+209348200.12%-114
VERIZON COMMUNICATIONS INC(VZ)13,21011,929-1,2815934770.07%-116
PROCTER AND GAMBLE CO(PG)17,07616,862-2142,9572,8270.40%-131
BALL CORP2,9700-2,9702020-202
ISHARES TR1,5110-1,5112040-204
BANK AMERICA CORP5,4420-5,4422160-216
TRANSDIGM GROUP INC(TDG)1560-1562230-223
ELI LILLY & CO(LLY)2520-2522240-224
ADOBE INC(ADBE)4390-4392270-227
NOVO-NORDISK A S(NVO)2,2660-2,2662700-270
BAXTER INTL INC7,4310-7,4312820-282
PDS BIOTECHNOLOGY CORP75,0160-75,0162870-287
AIR PRODS & CHEMS INC52,62152,989+36815,66215,3682.17%-294
ISHARES TR
ULTRA SHORT DUR
6,3570-6,3573230-323
PEPSICO INC(PEP)13,15212,348-8042,2371,8780.26%-359
MCDONALDS CORP(MCD)6,8495,893-9562,0861,7080.24%-377
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
18,15311,408-6,7451,0976620.09%-435
BERKSHIRE HATHAWAY INC DEL168,068169,655+1,58777,35576,90210.85%-453
MICROSOFT CORP(MSFT)106,100107,174+1,07445,65545,1756.37%-480
HERSHEY CO(HSY)71,78175,424+3,64313,76612,7681.80%-998
JOHNSON & JOHNSON(JNJ)68,55468,552-211,1109,9151.40%-1,195
SPDR SER TR
ST STR BLO 1 ETF
34,9635,207-29,7563,2034760.07%-2,727
UBER TECHNOLOGIES INC(UBER)290,031303,515+13,48421,79918,3402.59%-3,458
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
320,26112,380-307,88126,8229940.14%-25,828
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