Iron Gate Global Advisors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Iron Gate Global Advisors LLC reported 87 stock positions worth $708.9 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 10.8% of the portfolio, followed by Apple (AAPL, 10.4%) and Amazon.com (AMZN, 10.2%). Compared with Q3 2024, it opened 7 new positions, sold out of 10, added to 36 and reduced 24. The biggest buy was iShares Ultra Short Duration (ICSH, shares +9126%) and the biggest sale Vanguard Int-Term Corporate (VCIT, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- NSL, UT
- CIK
- 0001131181
- Portfolio Value
- $708.9M (Q4 2024)
- SEC Filing
- 0001085146-25-001344 ↗ filed Feb 13, 2025
Holdings Value
Holdings 87 stocks · $708.9M
| BRK.B Berkshire Hathaway Inc. Class B | 10.85% | 169,655 | $76.9M | Add +0.9% |
| AAPL Apple Inc. | 10.45% | 296,230 | $74.1M | Add +2.3% |
| AMZN Amazon.com Inc. | 10.22% | 330,235 | $72.5M | Add +1.3% |
| META Meta Platforms Inc. Class A | 8.38% | 101,297 | $59.4M | Add +0.3% |
| AXP American Express Co. | 6.92% | 165,171 | $49.0M | Add +0.6% |
| MSFT Microsoft Corp. | 6.37% | 107,174 | $45.2M | Add +1.0% |
| GOOG Alphabet Inc. Class C | 5.48% | 203,605 | $38.8M | Add +6.2% |
| NVDA Nvidia Corp. | 5.10% | 262,928 | $36.1M | Add +31.0% |
| ICSH iShares Ultra Short Duration | 4.17% | 586,476 | $29.6M | Add +9125.7% |
| NFLX Netflix Inc. | 3.95% | 31,404 | $28.0M | Reduce -0.9% |
| V Visa Inc. Class A | 2.65% | 59,406 | $18.8M | Add +2.6% |
| RTX RTX Corp. | 2.65% | 162,224 | $18.8M | Add +8.1% |
| UBER Uber Technologies Inc. | 2.59% | 303,515 | $18.3M | Add +4.7% |
| GOOGL Alphabet Inc. Class A | 2.43% | 91,136 | $17.3M | Reduce -5.7% |
| APD Air Products & Chemicals Inc. | 2.17% | 52,989 | $15.4M | Add +0.7% |
| HSY The Hershey Co. | 1.80% | 75,424 | $12.8M | Add +5.1% |
| JNJ Johnson & Johnson | 1.40% | 68,552 | $9.9M | Reduce 0.0% |
| VYM Vanguard High DVD Yield ETF | 1.36% | 75,684 | $9.7M | Add +6.6% |
| SNOW Snowflake Inc. | 1.20% | 54,885 | $8.5M | Add +87.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.69% | 8,317 | $4.9M | Add +21.6% |
| WMT Walmart Inc. | 0.61% | 47,795 | $4.3M | Add +0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.61% | 14,890 | $4.3M | Add +2.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.43% | 5,924 | $3.0M | Add +22.6% |
| VGSH Vanguard Short-Term Treasury | 0.43% | 51,805 | $3.0M | Add +7.1% |
| PG The Procter & Gamble Co. | 0.40% | 16,862 | $2.8M | Reduce -1.3% |
| BILL Bill Holdings Inc. | 0.38% | 29,756 | $2.7M | New |
| AVGO Broadcom Inc. | 0.37% | 11,286 | $2.6M | Add +351.4% |
| HQY Healthequity Inc. | 0.32% | 23,888 | $2.3M | Reduce -5.3% |
| ETN Eaton Corp. PLC | 0.28% | 6,002 | $2.0M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.27% | 4,683 | $1.9M | Add +4.3% |
| MA Mastercard Inc. Class A | 0.27% | 3,616 | $1.9M | Reduce -3.1% |
| PEP Pepsico Inc. | 0.26% | 12,348 | $1.9M | Reduce -6.1% |
| HD Home Depot Inc. | 0.25% | 4,610 | $1.8M | Reduce -0.9% |
| MCD McDonald's Corp. | 0.24% | 5,893 | $1.7M | Reduce -14.0% |
| CAT Caterpillar Inc. | 0.22% | 4,338 | $1.6M | Add +30.0% |
| PLTR Palantir Technologies Inc. Class A | 0.22% | 20,293 | $1.5M | New |
| COST Costco Wholesale Corp. | 0.21% | 1,652 | $1.5M | No change |
| CATY Cathay General Bancorp | 0.21% | 31,126 | $1.5M | Add +19.1% |
| EMR Emerson Electric Co. | 0.15% | 8,624 | $1.0M | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.15% | 5,200 | $1.0M | No change |
| VCIT Vanguard Int-Term Corporate | 0.14% | 12,380 | $994K | Reduce -96.1% |
| XOM Exxon Mobil Corp. | 0.14% | 9,137 | $983K | Add +1.9% |
| PPG PPG Industries Inc. | 0.14% | 8,117 | $966K | No change |
| CARR Carrier Global Corp. | 0.13% | 13,501 | $927K | New |
| MRK Merck & Co. Inc. | 0.12% | 8,242 | $820K | Add +0.2% |
| TSLA Tesla Inc. | 0.11% | 1,944 | $785K | Add +6.2% |
| CVX Chevron Corp. | 0.11% | 5,258 | $772K | Add +54.1% |
| JPM JPMorgan Chase & Co. | 0.10% | 3,021 | $724K | Reduce -2.7% |
| SMH Vaneck Semiconductor ETF | 0.10% | 2,838 | $687K | Add +0.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.10% | 100 | $681K | No change |
| VGIT Vanguard Intermediate-Term T | 0.09% | 11,408 | $662K | Reduce -37.2% |
| OTIS Otis Worldwide Corp. | 0.09% | 6,749 | $623K | New |
| CRM Salesforce Inc. | 0.09% | 1,827 | $611K | Reduce -4.7% |
| VOO Vanguard S&P 500 ETF | 0.09% | 1,125 | $606K | Reduce -0.1% |
| GLD SPDR Gold Shares | 0.07% | 2,148 | $520K | Add +5.1% |
| FSK FS KKR Capital Corp. | 0.07% | 23,642 | $513K | Reduce -4.6% |
| VZ Verizon Communications Inc. | 0.07% | 11,929 | $477K | Reduce -9.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.07% | 5,207 | $476K | Reduce -85.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.07% | 1,385 | $474K | No change |
| ALL Allstate Corp. | 0.06% | 2,180 | $420K | No change |
| DE Deere & Co. | 0.06% | 980 | $415K | No change |
| PFE Pfizer Inc. | 0.05% | 12,687 | $341K | Add +17.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.05% | 4,365 | $330K | No change |
| BMY Bristol-Myers Squibb Co. | 0.05% | 5,760 | $326K | Reduce -2.3% |
| CMCSA Comcast Corp. Class A | 0.05% | 8,667 | $325K | No change |
| YUM Yum! Brands Inc. | 0.05% | 2,421 | $325K | Reduce -4.3% |
| KMB Kimberly-Clark Corp. | 0.04% | 2,412 | $316K | Add +0.5% |
| IVV iShares Core S&P 500 ETF | 0.04% | 529 | $311K | Reduce -12.8% |
| AMD Advanced Micro Devices | 0.04% | 2,521 | $305K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.04% | 2,300 | $302K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 1,512 | $299K | Add +1.6% |
| SRE Sempra | 0.04% | 3,000 | $263K | No change |
| MS Morgan Stanley | 0.04% | 2,092 | $263K | No change |
| GBCI Glacier Bancorp Inc. | 0.04% | 5,230 | $263K | Add +10.6% |
| XLY SS Consumer Disc Select Sect | 0.04% | 1,157 | $258K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.04% | 487 | $253K | Reduce -4.1% |
| ABBV Abbvie Inc. | 0.03% | 1,376 | $245K | Add +0.7% |
| GE General Electric filed as GE AEROSPACE | 0.03% | 1,413 | $236K | Reduce -14.5% |
| GSY Invesco Ultra Short Duration | 0.03% | 4,671 | $234K | No change |
| FNV Franco-Nevada Corp. | 0.03% | 1,875 | $220K | Reduce -2.6% |
| TPG TPG Inc. | 0.03% | 3,500 | $220K | No change |
| CPB The Campbell's Company | 0.03% | 5,055 | $212K | No change |
| FCX Freeport-McMoran Inc. | 0.03% | 5,426 | $207K | Reduce -10.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.03% | 2,968 | $205K | New |
| LMT Lockheed Martin Corp. | 0.03% | 412 | $200K | No change |
| WGHTQ WW International Inc. filed as WW INTL INC | 0.00% | 17,250 | $22K | New |
| SOLO BRANDS INC | 0.00% | 12,650 | $14K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| VCIT Vanguard Int-Term Corporate | Reduce -96.1% | 0.14% | −3.61 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -85.1% | 0.07% | −0.38 |
| JNJ Johnson & Johnson | Reduce 0.0% | 1.40% | −0.15 |
| VGIT Vanguard Intermediate-Term T | Reduce -37.2% | 0.09% | −0.06 |
| MCD McDonald's Corp. | Reduce -14.0% | 0.24% | −0.05 |
| PEP Pepsico Inc. | Reduce -6.1% | 0.26% | −0.05 |
| PDSB PDS Biotechnology Corp. | Sold out | 0.00% | −0.04 |
| BAX Baxter International Inc. | Sold out | 0.00% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.04 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.03 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.03 |
| TDG Transdigm Group Inc. | Sold out | 0.00% | −0.03 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.03 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −0.03 |
| BALL Ball Corp. | Sold out | 0.00% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -9.7% | 0.07% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -1.3% | 0.40% | −0.01 |
| FCX Freeport-McMoran Inc. | Reduce -10.8% | 0.03% | −0.01 |
| HD Home Depot Inc. | Reduce -0.9% | 0.25% | −0.01 |
| GE General Electric | Reduce -14.5% | 0.03% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -4.1% | 0.04% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -12.8% | 0.04% | −0.01 |
| YUM Yum! Brands Inc. | Reduce -4.3% | 0.05% | −0.00 |
| SKIN Skinhealth Systems Inc. | Sold out | 0.00% | −0.00 |
| FNV Franco-Nevada Corp. | Reduce -2.6% | 0.03% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -0.1% | 0.09% | +0.00 |
| BMY Bristol-Myers Squibb Co. | Reduce -2.3% | 0.05% | +0.00 |
| FSK FS KKR Capital Corp. | Reduce -4.6% | 0.07% | +0.00 |
| JPM JPMorgan Chase & Co. | Reduce -2.7% | 0.10% | +0.01 |
| MA Mastercard Inc. Class A | Reduce -3.1% | 0.27% | +0.01 |
| CRM Salesforce Inc. | Reduce -4.7% | 0.09% | +0.01 |
| HQY Healthequity Inc. | Reduce -5.3% | 0.32% | +0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -5.7% | 2.43% | +0.19 |
| NFLX Netflix Inc. | Reduce -0.9% | 3.95% | +0.81 |
Portfolio Buys Q3 2024 → Q4 2024
| ICSH iShares Ultra Short Duration | Add +9125.7% | 4.17% | +4.13 |
| AMZN Amazon.com Inc. | Add +1.3% | 10.22% | +1.73 |
| NVDA Nvidia Corp. | Add +31.0% | 5.10% | +1.69 |
| AAPL Apple Inc. | Add +2.3% | 10.45% | +1.02 |
| GOOG Alphabet Inc. Class C | Add +6.2% | 5.48% | +1.00 |
| SNOW Snowflake Inc. | Add +87.6% | 1.20% | +0.73 |
| AXP American Express Co. | Add +0.6% | 6.92% | +0.69 |
| V Visa Inc. Class A | Add +2.6% | 2.65% | +0.42 |
| BILL Bill Holdings Inc. | New | 0.38% | +0.38 |
| AVGO Broadcom Inc. | Add +351.4% | 0.37% | +0.31 |
| META Meta Platforms Inc. Class A | Add +0.3% | 8.38% | +0.30 |
| PLTR Palantir Technologies Inc. Class A | New | 0.22% | +0.22 |
| EMR Emerson Electric Co. | New | 0.15% | +0.15 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +21.6% | 0.69% | +0.14 |
| CARR Carrier Global Corp. | New | 0.13% | +0.13 |
| RTX RTX Corp. | Add +8.1% | 2.65% | +0.11 |
| QQQ Invesco QQQ Trust Series 1 | Add +22.6% | 0.43% | +0.10 |
| VYM Vanguard High DVD Yield ETF | Add +6.6% | 1.36% | +0.09 |
| OTIS Otis Worldwide Corp. | New | 0.09% | +0.09 |
| WMT Walmart Inc. | Add +0.2% | 0.61% | +0.07 |
| CATY Cathay General Bancorp | Add +19.1% | 0.21% | +0.05 |
| TSLA Tesla Inc. | Add +6.2% | 0.11% | +0.04 |
| CAT Caterpillar Inc. | Add +30.0% | 0.22% | +0.04 |
| CVX Chevron Corp. | Add +54.1% | 0.11% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.9% | 10.85% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.3% | 0.61% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +4.3% | 0.27% | +0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.03% | +0.03 |
| VGSH Vanguard Short-Term Treasury | Add +7.1% | 0.43% | +0.03 |
| GBCI Glacier Bancorp Inc. | Add +10.6% | 0.04% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.6% | 0.04% | +0.01 |
| PFE Pfizer Inc. | Add +17.7% | 0.05% | +0.00 |
| GLD SPDR Gold Shares | Add +5.1% | 0.07% | +0.00 |
| WGHTQ WW International Inc. | New | 0.00% | +0.00 |
| SMH Vaneck Semiconductor ETF | Add +0.1% | 0.10% | −0.00 |
| KMB Kimberly-Clark Corp. | Add +0.5% | 0.04% | −0.00 |
| ABBV Abbvie Inc. | Add +0.7% | 0.03% | −0.00 |
| XOM Exxon Mobil Corp. | Add +1.9% | 0.14% | −0.01 |
| MSFT Microsoft Corp. | Add +1.0% | 6.37% | −0.01 |
| MRK Merck & Co. Inc. | Add +0.2% | 0.12% | −0.01 |
| APD Air Products & Chemicals Inc. | Add +0.7% | 2.17% | −0.02 |
| HSY The Hershey Co. | Add +5.1% | 1.80% | −0.12 |
| UBER Uber Technologies Inc. | Add +4.7% | 2.59% | −0.46 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 109 | $1.0B | BRK.B, AMZN, GOOG, NVDA, AAPL |
| Q1 2026 | 105 | $946.7M | BRK.B, AMZN, NVDA, AAPL, GOOG |
| Q4 2025 | 100 | $976.6M | BRK.B, AMZN, GOOG, META, AAPL |
| Q3 2025 | 103 | $962.6M | BRK.B, AMZN, META, AAPL, NVDA |
| Q2 2025 | 83 | $897.3M | META, AMZN, BRK.B, NVDA, AAPL |
| Q1 2025Amended | 92 | $725.3M | BRK.B, AMZN, AAPL, META, AXP |
| Q4 2024 | 87 | $708.9M | BRK.B, AAPL, AMZN, META, AXP |
| Q3 2024 | 90 | $715.4M | BRK.B, BRK.A, AAPL, AMZN, META |
| Q2 2024 | 88 | $592.4M | BRK.B, AAPL, AMZN, META, MSFT |
| Q1 2024 | 89 | $551.5M | BRK.B, AMZN, AAPL, META, MSFT |