Portfolio (Quarterly)
Guide ↗
IronBridge Private Wealth, LLC
· CIK 0001850996| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PULT | PUTNAM ETF TRUST | — | 299,431 | $15.1M | 4.87% | SOLD |
| 2 | AMLP | ALPS ETF TR | — | 216,983 | $11.4M | 3.68% | SOLD |
| 3 | XLE | SELECT SECTOR SPDR TR | — | 95,192 | $5.8M | 1.88% | SOLD |
| 4 | FXZ | FIRST TR EXCHANGE-TRADED FD | — | 76,220 | $5.8M | 1.87% | SOLD |
| 5 | HON | HONEYWELL INTL INC | Industrials | 24,006 | $5.4M | 1.75% | SOLD |
| 6 | XOM | EXXON MOBIL CORP | Energy | 2,860 | $485K | 0.16% | SOLD |
| 7 | WMB | WILLIAMS COS INC | Energy | 4,157 | $303K | 0.10% | SOLD |
Sector Allocation
Technology
71.1%
Financial Services
16.8%
Basic Materials
3.4%
Consumer Cyclical
2.7%
Industrials
2.7%
Communication Services
2.2%
Consumer Defensive
0.9%
Real Estate
0.1%
Energy
0.1%