0001606587-22-001216.txt : 20220516 0001606587-22-001216.hdr.sgml : 20220516 20220516163641 ACCESSION NUMBER: 0001606587-22-001216 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 FILER: COMPANY DATA: COMPANY CONFORMED NAME: IronBridge Private Wealth, LLC CENTRAL INDEX KEY: 0001850996 IRS NUMBER: 815302549 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21124 FILM NUMBER: 22930024 BUSINESS ADDRESS: STREET 1: 500 N CAPITAL OF TX HWY STREET 2: BLDG 2 CITY: AUSTIN STATE: TX ZIP: 78746 BUSINESS PHONE: 5123278900 MAIL ADDRESS: STREET 1: 500 N CAPITAL OF TX HWY STREET 2: BLDG 2 CITY: AUSTIN STATE: TX ZIP: 78746 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001850996 XXXXXXXX 03-31-2022 03-31-2022 false Ironbridge Private Wealth, LLC

500 N Capital of TX Hwy Bldg 2 Austin TX 78746

13F HOLDINGS REPORT 028-21124 N Gwen Henson 512-327-8902 Gwen Henson Austin TX 05-16-2022 1 36 162159 false 1 Atlanta Capital Management Co. LLC INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 406 1204 SH SOLE NONE 0 0 1204 ADVANCED MICRO DEVICES INC COM 007903107 281 2565 SH SOLE NONE 0 0 2565 AMDOCS LTD SHS G02602103 4250 51695 SH SOLE NONE 0 0 51695 AMERICAN ELEC PWR CO INC COM 025537101 4417 44272 SH SOLE NONE 0 0 44272 APPLE INC COM 037833100 1029 5893 SH SOLE NONE 0 0 5893 BLOCK H & R INC COM 093671105 4141 159010 SH SOLE NONE 0 0 159010 CRANE CO COM 224399105 2835 26185 SH SOLE NONE 0 0 26185 CSX CORP COM 126408103 4262 113810 SH SOLE NONE 0 0 113810 CURTISS WRIGHT CORP COM 231561101 4264 28394 SH SOLE NONE 0 0 28394 DCP MIDSTREAM LP COM UT LTD PTN 23311P100 234 6963 SH SOLE NONE 0 0 6963 DUKE ENERGY CORP NEW COM NEW 26441C204 404 3614 SH SOLE NONE 0 0 3614 EXXON MOBIL CORP COM 30231G102 312 3779 SH SOLE NONE 0 0 3779 EZCORP INC CL A NON VTG 302301106 848 140472 SH SOLE NONE 0 0 140472 FIRST TR EXCHANGE TRADED FD CONSUMR STAPLE 33734X119 7889 123808 SH SOLE NONE 0 0 123808 FLEXSHARES TR READY ACC VARI 33939L886 2719 36319 SH SOLE NONE 0 0 36319 FOX CORP CL B COM 35137L204 4070 112190 SH SOLE NONE 0 0 112190 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 16118 323464 SH SOLE NONE 0 0 323464 ISHARES TR CORE S&P MCP ETF 464287507 5269 19633 SH SOLE NONE 0 0 19633 ISHARES TR RUSSELL 2000 ETF 464287655 328 1600 SH Call SOLE NONE 0 0 0 ISHARES TR SHORT TREAS BD 464288679 7611 69032 SH SOLE NONE 0 0 69032 ISHARES TR GRWT ALLOCAT ETF 464289867 5080 94143 SH SOLE NONE 0 0 94143 JPMORGAN CHASE & CO COM 46625H100 221 1621 SH SOLE NONE 0 0 1621 KOSMOS ENERGY LTD COM 500688106 72 10000 SH SOLE NONE 0 0 10000 MARRIOTT INTL INC NEW CL A 571903202 3782 21518 SH SOLE NONE 0 0 21518 META MATERIALS INC COM 59134N104 216 129361 SH SOLE NONE 0 0 129361 NVIDIA CORPORATION COM 67066G104 18564 68036 SH SOLE NONE 0 0 68036 PACER FDS TR TRENDPILOT US BD 69374H642 3109 127908 SH SOLE NONE 0 0 127908 SEALED AIR CORP NEW COM 81211K100 4225 63104 SH SOLE NONE 0 0 63104 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 7900 104105 SH SOLE NONE 0 0 104105 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 7928 76979 SH SOLE NONE 0 0 76979 SPDR S&P 500 ETF TR TR UNIT 78462F103 19106 42303 SH SOLE NONE 0 0 42303 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 4153 45427 SH SOLE NONE 0 0 45427 TELEDYNE TECHNOLOGIES INC COM 879360105 4283 9062 SH SOLE NONE 0 0 9062 TEXAS INSTRS INC COM 882508104 3596 19598 SH SOLE NONE 0 0 19598 UNITED PARCEL SERVICE INC CL B 911312106 4079 19016 SH SOLE NONE 0 0 19016 WALMART INC COM 931142103 4158 27918 SH SOLE NONE 0 0 27918