Investments: IronBridge Private Wealth, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: IronBridge Private Wealth, LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2026/Q12025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
249.950.833 $+6.827.251 $
+31,1 %
244.254.993 $-1.985.037 $
+1,2 %
246.718.923 $+13.864.669 $
+23,7 %
232.829.204 $+46.434.580 $
+16,3 %
NVIDIA CORPNVDA94.028.636 $-6.952.569 $
-6,9 %
100.981.205 $+0 $
+0,0 %
100.981.205 $+15.400.547 $
+18,0 %
85.580.658 $+23.184.579 $
+37,2 %
BANK OF AMERICA CORP /DE/BAC69.662.305 $+8.373.284 $
+13,7 %
61.289.021 $-4.770.396 $
-7,2 %
66.059.417 $-16.007.250 $
-19,5 %
82.066.667 $+16.262.682 $
+24,7 %
SPDR GOLD TRUSTGLD12.295.538 $-1.876.903 $
-13,2 %
14.172.441 $+1.460.477 $
+11,5 %
12.711.964 $+10.762.880 $
+552,2 %
1.949.084 $-4.720.494 $
-70,8 %
Series Portfolios Trust14.125.573 $+214.650 $
+1,5 %
13.910.923 $+0 $
+0,0 %
13.910.923 $+2.350.557 $
+20,3 %
11.560.366 $+4.919.036 $
+74,1 %
BlackRock, Inc.BLK9.798.659 $+3.883.244 $
+65,6 %
5.915.415 $+0 $
+0,0 %
5.915.415 $-145.982 $
-2,4 %
6.061.397 $+1.474.323 $
+32,1 %
Palantir Technologies Inc.PLTR7.605.391 $-1.323.170 $
-14,8 %
8.928.561 $-234.579 $
-2,6 %
9.163.140 $-344.500 $
-3,6 %
9.507.640 $+7.347.337 $
+340,1 %
Alphabet Inc.GOOGL3.030.021 $-5.475.754 $
-64,4 %
8.505.775 $+1.899.531 $
+28,8 %
6.606.244 $+1.803.094 $
+37,5 %
4.803.150 $+540.749 $
+12,7 %
EZCORP INCEZPW6.147.595 $+1.535.688 $
+33,3 %
4.611.907 $+0 $
+0,0 %
4.611.907 $+1.249.865 $
+37,2 %
3.362.042 $-203.466 $
-5,7 %
MICROSOFT CORPMSFT1.889.349 $-3.179.472 $
-62,7 %
5.068.821 $-359.814 $
-6,6 %
5.428.635 $-592.514 $
-9,8 %
6.021.149 $+205.958 $
+3,5 %
CoreWeave, Inc.CRWV5.573.658 $+4.698.871 $
+537,1 %
874.787 $-796.974 $
-47,7 %
1.671.761 $+1.671.761 $
HONEYWELL INTERNATIONAL INCHON5.426.077 $+982.902 $
+22,1 %
4.443.175 $-350.963 $
-7,3 %
4.794.138 $+135.605 $
+2,9 %
4.658.533 $+297.753 $
+6,8 %
FREEPORT-MCMORAN INCFCX5.141.370 $+5.141.370 $
CATERPILLAR INCCAT3.163.275 $-704.957 $
-18,2 %
3.868.232 $+371.675 $
+10,6 %
3.496.557 $-1.517.564 $
-30,3 %
5.014.121 $+837.202 $
+20,0 %
iShares Silver TrustSLV4.870.035 $+2.904.967 $
+147,8 %
1.965.068 $+672.613 $
+52,0 %
1.292.455 $+1.292.455 $
AMAZON COM INCAMZN1.822.780 $-2.000.291 $
-52,3 %
3.823.071 $+186.331 $
+5,1 %
3.636.740 $+23.825 $
+0,7 %
3.612.915 $-1.497.090 $
-29,3 %
APPFOLIO INCAPPF773.149 $-193.313 $
-20,0 %
966.462 $+61.152 $
+6,8 %
905.310 $-2.307.757 $
-71,8 %
3.213.067 $-2.915.222 $
-47,6 %
TEXAS INSTRUMENTS INCTXN2.341.135 $+217.444 $
+10,2 %
2.123.691 $-125.348 $
-5,6 %
2.249.039 $-292.438 $
-11,5 %
2.541.477 $+326.854 $
+14,8 %
JPMORGAN CHASE & COJPM485.018 $-54.378 $
-10,1 %
539.396 $+11.398 $
+2,2 %
527.998 $+44.805 $
+9,3 %
483.193 $+48.066 $
+11,0 %
EXXON MOBIL CORPXOM485.199 $+24.778 $
+5,4 %
460.421 $+29.061 $
+6,7 %
431.360 $+9.142 $
+2,2 %
422.218 $-44.735 $
-9,6 %
Accenture plcACN305.593 $+24.715 $
+8,8 %
280.878 $-55.374 $
-16,5 %
336.252 $-19.787 $
-5,6 %
Tesla, Inc.TSLA310.756 $+3.453 $
+1,1 %
307.303 $+75.613 $
+32,6 %
WILLIAMS COMPANIES, INC.WMB302.547 $+39.201 $
+14,9 %
263.346 $+0 $
+0,0 %
263.346 $+2.244 $
+0,9 %
261.102 $+12.679 $
+5,1 %
Meta Platforms, Inc.META264.696 $-29.792 $
-10,1 %
294.488 $-1.487 $
-0,5 %
295.975 $-9.167 $
-3,0 %
Solstice Advanced Materials Inc.SOLS282.326 $+282.326 $
ORACLE CORPORCL277.090 $+64.576 $
+30,4 %
212.514 $+212.514 $
BERKSHIRE HATHAWAY INCBRK-B250.366 $+0 $
+0,0 %
250.366 $+26.426 $
+11,8 %
223.940 $-21.580 $
-8,8 %
HOME DEPOT, INC.HD244.597 $+31.943 $
+15,0 %
212.654 $-37.577 $
-15,0 %
250.231 $+24.717 $
+11,0 %
225.514 $-288 $
-0,1 %
CHIMERA INVESTMENT CORPCIM222.261 $+222.261 $
VISA INC.V206.640 $+206.640 $
Energy Transfer LPET206.539 $+23.929 $
+13,1 %
182.610 $+0 $
+0,0 %
182.610 $-9.780 $
-5,1 %
192.390 $-4.363 $
-2,2 %
SABINE ROYALTY TRUSTSBR201.803 $+201.803 $
Kosmos Energy Ltd.KOS27.800 $+11.200 $
+67,5 %
16.600 $+0 $
+0,0 %
16.600 $-600 $
-3,5 %
17.200 $-5.600 $
-24,6 %
249.950.833 $+6.827.251 $
+31,1 %
244.254.993 $-1.985.037 $
+1,2 %
246.718.923 $+13.864.669 $
+23,7 %
232.829.204 $+46.434.580 $
+16,3 %
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