Iron-Gate-Global-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SNOW",
  "ABBV",
  "APD",
  "ALL",
  "GOOGL",
  "AXP",
  "APG",
  "T",
  "CAT",
  "AVGO",
  "PL",
  "FCX",
  "HD",
  null,
  "MCD",
  "FNV",
  "GBCI",
  "EMR",
  "META",
  null,
  "PDSB",
  "DTC",
  "MA",
  "MSFT",
  "MS",
  "HQY",
  "HSY",
  "ORCL",
  null,
  null,
  "PEP",
  "VGSH",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "PPG",
  "SRE",
  "RTX",
  "GLD",
  null,
  "TDG",
  "UBER",
  "MRNA",
  "VCIT",
  null,
  "TSM",
  null,
  "FSK",
  "VYM",
  "VRT",
  "HWC",
  "SDY",
  "SGOL",
  "AMZN",
  "VUG",
  "VBR",
  "VOO",
  "V",
  "WMT",
  "WW",
  "YUM",
  "DVY",
  "OTIS",
  "CRM",
  null,
  "KMB",
  "BRK-A",
  "BRK-B",
  "BMY",
  "CPB",
  "CARR",
  "CATY",
  "CVX",
  "CMCSA",
  "CORT",
  "COST",
  "CRWD",
  "DE",
  "QQQ",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR/A • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-27
Total Holdings: 95
Total Value: 725475331
Accession Number: 0001085146-25-003400
Form Type: 13F-HR/A
CIK: iron-gate-global-advisors
Manager Name: Iron-Gate-Global-Advisors

Data Enrichment

92% identified

87 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

95 positions • $725.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:5.8K

Value:$351.3K

% of Portfolio:0.0% ($351.3K/$725.5M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:2.4K

Value:$344.4K

% of Portfolio:0.0% ($344.4K/$725.5M)

922908363

VOO|922908363

Shares:669

Value:$343.8K

% of Portfolio:0.0% ($343.8K/$725.5M)

PFIZER INC

PFE|717081103

Shares:12.7K

Value:$321.7K

% of Portfolio:0.0% ($321.7K/$725.5M)

81369Y407

Shares:1.6K

Value:$320.9K

% of Portfolio:0.0% ($320.9K/$725.5M)

COMCAST CORP

CMCSA|20030N101

Shares:8.6K

Value:$316.0K

% of Portfolio:0.0% ($316.0K/$725.5M)

78464A763

SDY|78464A763

Shares:2.3K

Value:$312.1K

% of Portfolio:0.0% ($312.1K/$725.5M)

464287200

IVV|464287200

Shares:528

Value:$296.7K

% of Portfolio:0.0% ($296.7K/$725.5M)

81369Y803

XLK|81369Y803

Shares:1.4K

Value:$295.3K

% of Portfolio:0.0% ($295.3K/$725.5M)

ELI LILLY & Co

LLY|532457108

Shares:355

Value:$293.5K

% of Portfolio:0.0% ($293.5K/$725.5M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:6.4K

Value:$289.4K

% of Portfolio:0.0% ($289.4K/$725.5M)

81369Y209

Shares:1.9K

Value:$275.8K

% of Portfolio:0.0% ($275.8K/$725.5M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:1.5K

Value:$254.0K

% of Portfolio:0.0% ($254.0K/$725.5M)

25459W862

Shares:1.7K

Value:$245.3K

% of Portfolio:0.0% ($245.3K/$725.5M)

MORGAN STANLEY

MS|617446448

Shares:2.1K

Value:$244.7K

% of Portfolio:0.0% ($244.7K/$725.5M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.2K

Value:$243.0K

% of Portfolio:0.0% ($243.0K/$725.5M)

ORACLE CORP

ORCL|68389X105

Shares:1.7K

Value:$241.7K

% of Portfolio:0.0% ($241.7K/$725.5M)

FRANCO NEVADA Corp

FNV|351858105

Shares:1.5K

Value:$232.7K

% of Portfolio:0.0% ($232.7K/$725.5M)

abrdn Gold ETF Trust

SGOL|00326A104

Shares:7.3K

Value:$218.5K

% of Portfolio:0.0% ($218.5K/$725.5M)

SEMPRA

SRE|816851109

Shares:3.0K

Value:$217.1K

% of Portfolio:0.0% ($217.1K/$725.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	5.8K	QoQ 0.00% (+0) YoY -2.30% (-136)	All Managers (Combined)	$351.3K	0.0% ($351.3K/$725.5M)	QoQ +7.83% (+$25.5K) YoY +11.83% (-$37.2K)
KIMBERLY CLARK CORP(KMBcusip494368103)	2.4K	QoQ -0.49% (-12) YoY 0.00% (+0)	All Managers (Combined)	$344.4K	0.0% ($344.4K/$725.5M)	QoQ +8.94% (-$28.3K) YoY +11.34% (+$35.1K)
(VOOcusip922908363)	669	QoQ -40.53% (-456) YoY -16.99% (-137)	All Managers (Combined)	$343.8K	0.0% ($343.8K/$725.5M)	QoQ -43.28% (-$262.4K) YoY -11.13% (-$43.1K)
PFIZER INC(PFEcusip717081103)	12.7K	QoQ +0.07% (-10) YoY -0.48% (-62)	All Managers (Combined)	$321.7K	0.0% ($321.7K/$725.5M)	QoQ -5.52% (-$18.8K) YoY -8.96% (-$31.7K)
(cusip81369Y407)✕	1.6K	QoQ +40.44% (+468) YoY +40.44% (+468)	All Managers (Combined)	$320.9K	0.0% ($320.9K/$725.5M)	QoQ +24.38% (+$62.9K) YoY +52.01% (+$109.8K)
COMCAST CORP(CMCSAcusip20030N101)	8.6K	QoQ -1.18% (-103) YoY -5.84% (-532)	All Managers (Combined)	$316.0K	0.0% ($316.0K/$725.5M)	QoQ -2.84% (-$9.3K) YoY -17.35% (-$66.4K)
(SDYcusip78464A763)	2.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$312.1K	0.0% ($312.1K/$725.5M)	QoQ +3.36% (+$10.2K) YoY +3.81% (+$11.5K)
(IVVcusip464287200)	528	QoQ -0.18% (-1) YoY NEW(+528)	All Managers (Combined)	$296.7K	0.0% ($296.7K/$725.5M)	QoQ -4.72% (-$14.7K) YoY NEW(+$296.7K)
(XLKcusip81369Y803)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$295.3K	0.0% ($295.3K/$725.5M)	QoQ NEW(+$295.3K) YoY NEW(+$295.3K)
ELI LILLY & Co(LLYcusip532457108)	355	QoQ NEW(+355) YoY NEW(+355)	All Managers (Combined)	$293.5K	0.0% ($293.5K/$725.5M)	QoQ NEW(+$293.5K) YoY NEW(+$293.5K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	6.4K	QoQ -46.52% (-5.5K) YoY -72.66% (-17.0K)	All Managers (Combined)	$289.4K	0.0% ($289.4K/$725.5M)	QoQ -39.34% (-$187.7K) YoY -70.35% (-$686.7K)
(cusip81369Y209)✕	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$275.8K	0.0% ($275.8K/$725.5M)	QoQ NEW(+$275.8K) YoY NEW(+$275.8K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	1.5K	QoQ +0.79% (-12) YoY -4.09% (-65)	All Managers (Combined)	$254.0K	0.0% ($254.0K/$725.5M)	QoQ -14.93% (-$44.6K) YoY +13.26% (-$29.7K)
(cusip25459W862)✕	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$245.3K	0.0% ($245.3K/$725.5M)	QoQ NEW(+$245.3K) YoY NEW(+$245.3K)
MORGAN STANLEY(MScusip617446448)	2.1K	QoQ +0.23% (-5) YoY NEW(+2.1K)	All Managers (Combined)	$244.7K	0.0% ($244.7K/$725.5M)	QoQ -6.97% (-$18.3K) YoY NEW(+$244.7K)
AbbVie Inc.(ABBVcusip00287Y109)	1.2K	QoQ -15.69% (-216) YoY -15.63% (-215)	All Managers (Combined)	$243.0K	0.0% ($243.0K/$725.5M)	QoQ -0.60% (-$1.5K) YoY -1.56% (-$3.9K)
ORACLE CORP(ORCLcusip68389X105)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$241.7K	0.0% ($241.7K/$725.5M)	QoQ NEW(+$241.7K) YoY NEW(+$241.7K)
FRANCO NEVADA Corp(FNVcusip351858105)	1.5K	QoQ -21.22% (-398) YoY -38.99% (-944)	All Managers (Combined)	$232.7K	0.0% ($232.7K/$725.5M)	QoQ +5.54% (-$12.2K) YoY -20.57% (-$60.3K)
abrdn Gold ETF Trust(SGOLcusip00326A104)	7.3K	QoQ NEW(+7.3K) YoY NEW(+7.3K)	All Managers (Combined)	$218.5K	0.0% ($218.5K/$725.5M)	QoQ NEW(+$218.5K) YoY NEW(+$218.5K)
SEMPRA(SREcusip816851109)	3.0K	QoQ +0.50% (-15) YoY +0.50% (+15)	All Managers (Combined)	$217.1K	0.0% ($217.1K/$725.5M)	QoQ -17.50% (-$46.1K) YoY +1.83% (+$3.9K)