The Analysis of Iron Gate Global Advisors LLC's Holdings
Currently, Iron Gate Global Advisors LLC holds 100 types of securities in its portfolio with a total value $976.6M. In the most recent quarter, they have increased their positions in NFLX (+185.1K shares, valued at $17.4M), APD (+43.9K shares, valued at $10.9M), ICSH (+171.7K shares, valued at $8.7M); decreased their positions in AXP (-21.0K shares, valued at $7.8M), AAPL (-23.1K shares, valued at $6.3M), N/A (-15.8K shares, valued at $4.9M); initiated new positions in ANGX (+163.9K shares, valued at $765.5K), VCSH (+7.9K shares, valued at $627.3K), SLV (+3.9K shares, valued at $253.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AMZN AMAZON COM INC384.9K shares-0.62%2025-12-312026-02-17
ALPHABET INC ALPHABET INC253.6K shares-5.85%2025-12-312026-02-17 META META PLATFORMS INC114.8K shares0.08%2025-12-312026-02-17 AAPL APPLE INC277.9K shares-7.68%2025-12-312026-02-17 NVDA NVIDIA CORPORATION400.4K shares-2.04%2025-12-312026-02-17 AXP AMERICAN EXPRESS CO164.0K shares-11.36%2025-12-312026-02-17 MSFT MICROSOFT CORP115.2K shares-0.56%2025-12-312026-02-17 ICSH ISHARES TR1.0M shares20.37%2025-12-312026-02-17 UBER UBER TECHNOLOGIES INC454.0K shares2.79%2025-12-312026-02-17 ALPHABET INC ALPHABET INC99.0K shares-6.80%2025-12-312026-02-17 RTX RTX CORPORATION153.7K shares-4.47%2025-12-312026-02-17 APD AIR PRODS & CHEMS INC105.1K shares71.86%2025-12-312026-02-17 V VISA INC69.8K shares-0.82%2025-12-312026-02-17 HSY HERSHEY CO119.5K shares-1.90%2025-12-312026-02-17 NFLX NETFLIX INC206.2K shares878.51%2025-12-312026-02-17 VYM VANGUARD WHITEHALL FDS112.9K shares10.74%2025-12-312026-02-17 PLTR PALANTIR TECHNOLOGIES INC87.5K shares-2.71%2025-12-312026-02-17 PANW PALO ALTO NETWORKS INC82.7K shares-1.54%2025-12-312026-02-17 JNJ JOHNSON & JOHNSON68.1K shares0.04%2025-12-312026-02-17 SPY SPDR S&P 500 ETF TR7.7K shares-3.01%2025-12-312026-02-17 VTI VANGUARD INDEX FDS14.7K shares-0.14%2025-12-312026-02-17 WMT WALMART INC34.5K shares-4.00%2025-12-312026-02-17 TSLA TESLA INC7.2K shares0.06%2025-12-312026-02-17 CAT CATERPILLAR INC4.5K shares-0.31%2025-12-312026-02-17 VUG VANGUARD INDEX FDS5.2K shares15.94%2025-12-312026-02-17 VGSH VANGUARD SCOTTSDALE FDS32.0K shares38.44%2025-12-312026-02-17 PG PROCTER AND GAMBLE CO12.9K shares-6.19%2025-12-312026-02-17 CATY CATHAY GEN BANCORP31.1K shares0.00%2025-12-312026-02-17 COST COSTCO WHSL CORP NEW1.7K shares-0.24%2025-12-312026-02-17 SNOW SNOWFLAKE INC6.2K shares-13.25%2025-12-312026-02-17 MA MASTERCARD INCORPORATED2.3K shares-11.61%2025-12-312026-02-17 SMH VANECK ETF TRUST3.3K shares-0.51%2025-12-312026-02-17 LLY ELI LILLY & CO1.1K shares-3.28%2025-12-312026-02-17 EMR EMERSON ELEC CO8.6K shares0.05%2025-12-312026-02-17 XOM EXXON MOBIL CORP9.4K shares5.39%2025-12-312026-02-17 VBR VANGUARD INDEX FDS5.3K shares1.50%2025-12-312026-02-17 BROADCOM INC BROADCOM INC3.1K shares-55.35%2025-12-312026-02-17 MCD MCDONALDS CORP2.9K shares-1.54%2025-12-312026-02-17 GLD SPDR GOLD TR2.1K shares5.66%2025-12-312026-02-17 PPG PPG INDS INC8.1K shares0.00%2025-12-312026-02-17 ANGX ANGEL STUDIOS INC163.9K sharesnew addition2025-12-312026-02-17 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-17 JPM JPMORGAN CHASE & CO.2.3K shares-4.33%2025-12-312026-02-17 PEP PEPSICO INC5.0K shares-10.90%2025-12-312026-02-17 CVX CHEVRON CORP NEW4.6K shares-1.48%2025-12-312026-02-17 CARR CARRIER GLOBAL CORPORATION13.2K shares0.00%2025-12-312026-02-17 HD HOME DEPOT INC2.0K shares-14.18%2025-12-312026-02-17 HQY HEALTHEQUITY INC6.9K shares-23.18%2025-12-312026-02-17 VCSH VANGUARD SCOTTSDALE FDS7.9K sharesnew addition2025-12-312026-02-17 CRWD CROWDSTRIKE HLDGS INC1.3K shares3.41%2025-12-312026-02-17 OTIS OTIS WORLDWIDE CORP6.6K shares0.00%2025-12-312026-02-17 XLK SELECT SECTOR SPDR TR3.7K shares161.26%2025-12-312026-02-17 DE DEERE & CO1.0K shares3.78%2025-12-312026-02-17 TSM TAIWAN SEMICONDUCTOR MFG LTD1.6K shares-0.45%2025-12-312026-02-17 ALL ALLSTATE CORP2.2K shares0.00%2025-12-312026-02-17 BAC BANK AMERICA CORP7.7K shares0.73%2025-12-312026-02-17 IVV ISHARES TR616 shares47.02%2025-12-312026-02-17 MS MORGAN STANLEY2.4K shares0.68%2025-12-312026-02-17 XLU SELECT SECTOR SPDR TR9.6K shares95.90%2025-12-312026-02-17 XLY SELECT SECTOR SPDR TR3.3K shares100.00%2025-12-312026-02-17 SDY SPDR SERIES TRUST2.7K shares0.00%2025-12-312026-02-17 SPXL DIREXION SHS ETF TR1.7K shares-3.49%2025-12-312026-02-17 ORCL ORACLE CORP1.8K shares1.10%2025-12-312026-02-17 CRM SALESFORCE INC1.4K shares3.68%2025-12-312026-02-17 YUM YUM BRANDS INC2.2K shares-9.46%2025-12-312026-02-17 ABBV ABBVIE INC1.4K shares1.20%2025-12-312026-02-17 NEM NEWMONT CORP3.2K shares0.00%2025-12-312026-02-17 ETFS GOLD TR ETFS GOLD TR7.8K shares-13.23%2025-12-312026-02-17 BMY BRISTOL-MYERS SQUIBB CO5.8K shares0.54%2025-12-312026-02-17 RSG REPUBLIC SVCS INC1.5K shares-9.53%2025-12-312026-02-17 VCIT VANGUARD SCOTTSDALE FDS3.6K shares-10.27%2025-12-312026-02-17 FNV FRANCO NEV CORP1.4K shares0.00%2025-12-312026-02-17 XLV SELECT SECTOR SPDR TR1.9K shares0.00%2025-12-312026-02-17 GE AEROSPACE GE AEROSPACE925 shares-15.99%2025-12-312026-02-17 CMI CUMMINS INC550 shares0.36%2025-12-312026-02-17 PFE PFIZER INC11.1K shares-12.56%2025-12-312026-02-17 PH PARKER-HANNIFIN CORP305 shares-4.69%2025-12-312026-02-17 CMCSA COMCAST CORP NEW9.0K shares4.61%2025-12-312026-02-17 SRE SEMPRA3.0K shares0.00%2025-12-312026-02-17 SLV ISHARES SILVER TR3.9K sharesnew addition2025-12-312026-02-17 FCX FREEPORT-MCMORAN INC4.9K shares-9.21%2025-12-312026-02-17 CB CHUBB LIMITED790 shares1.15%2025-12-312026-02-17 HWC HANCOCK WHITNEY CORPORATION3.8K shares0.00%2025-12-312026-02-17 KMB KIMBERLY-CLARK CORP2.4K shares0.00%2025-12-312026-02-17 SPYM SPDR SERIES TRUST3.0K shares-0.40%2025-12-312026-02-17 T AT&T INC9.2K shares1.28%2025-12-312026-02-17 TPG TPG INC3.5K shares0.00%2025-12-312026-02-17 DVY ISHARES TR1.5K shares0.00%2025-12-312026-02-17 GEV GE VERNOVA INC314 shares-37.07%2025-12-312026-02-17 TCOM TRIP COM GROUP LTD2.8K shares0.00%2025-12-312026-02-17 ASML ASML HOLDING N V189 sharesnew addition2025-12-312026-02-17 CINF CINCINNATI FINL CORP1.2K sharesnew addition2025-12-312026-02-17 PDSB PDS BIOTECHNOLOGY CORP75.0K shares0.00%2025-12-312026-02-17 MVIS MICROVISION INC DEL26.2K sharesnew addition2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available