0001085146-24-002539.txt : 20240515 0001085146-24-002539.hdr.sgml : 20240515 20240515102037 ACCESSION NUMBER: 0001085146-24-002539 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Iron Gate Global Advisors LLC CENTRAL INDEX KEY: 0001131181 ORGANIZATION NAME: IRS NUMBER: 472717610 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18139 FILM NUMBER: 24947978 BUSINESS ADDRESS: STREET 1: 960 N 400 E CITY: NSL STATE: UT ZIP: 84054 BUSINESS PHONE: 801-575-6427 MAIL ADDRESS: STREET 1: 960 N 400 E CITY: NSL STATE: UT ZIP: 84054 FORMER COMPANY: FORMER CONFORMED NAME: AMUSSEN HUNSAKER ASSOCIATES LLC DATE OF NAME CHANGE: 20170817 FORMER COMPANY: FORMER CONFORMED NAME: Amussen Hunsaker & Associates LLC DATE OF NAME CHANGE: 20170811 FORMER COMPANY: FORMER CONFORMED NAME: AMUSSEN HUNSAKER & ASSOCIATES INC /ADV DATE OF NAME CHANGE: 20010104 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001131181 XXXXXXXX 03-31-2024 03-31-2024 false Iron Gate Global Advisors LLC
960 N 400 E NSL UT 84054
13F HOLDINGS REPORT 028-18139 N
BRIAN HUNSAKER MANAGING PARTER 801-575-6427 /s/BRIAN HUNSAKER SALT LAKE CITY UT 05-15-2024 0 99 562408827 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 246902 1375 SH SOLE 0 0 1375 ADOBE INC COM 00724F101 BBG001S5NCQ5 222880 444 SH SOLE 0 0 444 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 588065 3229 SH SOLE 0 0 3229 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 4329 600 SH Call SOLE 0 0 600 AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 11309681 46419 SH SOLE 0 0 46419 ALLSTATE CORP COM 020002101 BBG001S9BM06 385503 2234 SH SOLE 0 0 2234 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 13849842 89452 SH SOLE 0 0 89452 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 29333374 187929 SH SOLE 0 0 187929 AMAZON COM INC COM 023135106 BBG001S5PQL7 56672560 313503 SH SOLE 0 0 313503 AMAZON COM INC COM 023135106 BBG001S5PQL7 580800 8000 SH Call SOLE 0 0 8000 AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 36982499 162167 SH SOLE 0 0 162167 APPLE INC COM 037833100 BBG001S5N8V8 50989317 300232 SH SOLE 0 0 300232 APPLE INC COM 037833100 BBG001S5N8V8 344438 18500 SH Call SOLE 0 0 18500 AT&T INC COM 00206R102 BBG001S5VWH2 213762 12303 SH SOLE 0 0 12303 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 1239443 32925 SH SOLE 0 0 32925 BAXTER INTL INC COM 071813109 BBG001S5P1K3 506530 11623 SH SOLE 0 0 11623 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 67787067 161480 SH SOLE 0 0 161480 BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 314112 5896 SH SOLE 0 0 5896 BROADCOM INC COM 11135F101 BBG00KHY5SY8 336165 250 SH SOLE 0 0 250 CAMPBELL SOUP CO COM 134429109 BBG001S5Q2B0 224694 5055 SH SOLE 0 0 5055 CARRIER GLOBAL CORPORATION COM 14448C104 BBG00RP5HZM1 798347 13721 SH SOLE 0 0 13721 CATERPILLAR INC COM 149123101 BBG001S5PJ06 1591725 4350 SH SOLE 0 0 4350 CATHAY GEN BANCORP COM 149150104 BBG001S6PB10 1156004 31126 SH SOLE 0 0 31126 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 912381 5748 SH SOLE 0 0 5748 COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 382406 9096 SH SOLE 0 0 9096 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1172078 1618 SH SOLE 0 0 1618 CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 392888 1230 SH SOLE 0 0 1230 DEERE & CO COM 244199105 BBG001S5QFF7 398595 980 SH SOLE 0 0 980 DISNEY WALT CO COM 254687106 BBG001S5QHF3 689934 5668 SH SOLE 0 0 5668 EATON CORP PLC SHS G29183103 BBG001S5QZ45 1890379 6023 SH SOLE 0 0 6023 EMERSON ELEC CO COM 291011104 BBG001S5QVT7 982249 8624 SH SOLE 0 0 8624 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 1039150 8919 SH SOLE 0 0 8919 FRANCO NEV CORP COM 351858105 BBG001STGSR5 292989 2421 SH SOLE 0 0 2421 FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 345522 7281 SH SOLE 0 0 7281 FS CREDIT OPPORTUNITIES CORP COMMON STOCK 30290Y101 BBG01BG24837 61899 10545 SH SOLE 0 0 10545 FS KKR CAP CORP COM 302635206 BBG001YCZQ07 577647 30370 SH SOLE 0 0 30370 GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 568072 3266 SH SOLE 0 0 3266 GLACIER BANCORP INC NEW COM 37637Q105 BBG001S6HGM5 314696 8030 SH SOLE 0 0 8030 HALLIBURTON CO COM 406216101 BBG001S5RS59 219420 5511 SH SOLE 0 0 5511 HEALTHEQUITY INC COM 42226A107 BBG001T8JKN8 2531441 31439 SH SOLE 0 0 31439 HERSHEY CO COM 427866108 BBG001S5S148 11091683 56509 SH SOLE 0 0 56509 HOME DEPOT INC COM 437076102 BBG001S5RTW7 1719041 4579 SH SOLE 0 0 4579 INTEL CORP COM 458140100 BBG001S5SF65 358628 8050 SH SOLE 0 0 8050 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 BBG00KJR1T91 272948 5471 SH SOLE 0 0 5471 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 1029795 2316 SH SOLE 0 0 2316 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 3153048 32600 SH Call SOLE 0 0 32600 ISHARES TR BLACKROCK ULTRA 46434V878 BBG005PCDCZ5 331099 6577 SH SOLE 0 0 6577 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 10845320 68873 SH SOLE 0 0 68873 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 633536 3174 SH SOLE 0 0 3174 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 352 800 SH Put SOLE 0 0 800 KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 309276 2400 SH SOLE 0 0 2400 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 1788356 3732 SH SOLE 0 0 3732 MCDONALDS CORP COM 580135101 BBG001S5T110 2228043 7964 SH SOLE 0 0 7964 MERCK & CO INC COM 58933Y105 BBG001S5TC52 1073225 8211 SH SOLE 0 0 8211 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 49743821 101270 SH SOLE 0 0 101270 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 354480 1400 SH Call SOLE 0 0 1400 MICROSOFT CORP COM 594918104 BBG001S5TD05 43329675 102057 SH SOLE 0 0 102057 MICROSOFT CORP COM 594918104 BBG001S5TD05 169033 1300 SH Call SOLE 0 0 1300 NETFLIX INC COM 64110L106 BBG001SF6L46 18605129 30594 SH SOLE 0 0 30594 NETFLIX INC COM 64110L106 BBG001SF6L46 207795 700 SH Call SOLE 0 0 700 NOVO-NORDISK A S ADR 670100205 BBG001S5TSK0 307468 2410 SH SOLE 0 0 2410 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 18835987 20837 SH SOLE 0 0 20837 OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60LN7 677830 6858 SH SOLE 0 0 6858 PDS BIOTECHNOLOGY CORP COM 70465T107 BBG004NCDKL7 294835 75016 SH SOLE 0 0 75016 PEPSICO INC COM 713448108 BBG001S695T1 2603691 15032 SH SOLE 0 0 15032 PFIZER INC COM 717081103 BBG001S5V466 353409 12759 SH SOLE 0 0 12759 PPG INDS INC COM 693506107 BBG001S5VC13 1164812 8120 SH SOLE 0 0 8120 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 2737476 17081 SH SOLE 0 0 17081 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 15113609 155436 SH SOLE 0 0 155436 SALESFORCE INC COM 79466L302 BBG001SDLP09 580721 1927 SH SOLE 0 0 1927 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 211086 1157 SH SOLE 0 0 1157 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 288384 4434 SH SOLE 0 0 4434 SEMPRA COM 816851109 BBG001SBVZ73 213180 3000 SH SOLE 0 0 3000 SNOWFLAKE INC CL A 833445109 BBG007DHGNK2 1878170 11666 SH SOLE 0 0 11666 SOLO BRANDS INC COM CL A 83425V104 BBG012TKHLF7 25996 12650 SH SOLE 0 0 12650 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 382805 1851 SH SOLE 0 0 1851 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 2332212 4465 SH SOLE 0 0 4465 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 6113836 50300 SH Call SOLE 0 0 50300 SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 300596 2300 SH SOLE 0 0 2300 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 224265 1589 SH SOLE 0 0 1589 TESLA INC COM 88160R101 BBG001SQKGD7 199283 1162 SH SOLE 0 0 1162 TESLA INC COM 88160R101 BBG001SQKGD7 1466 500 SH Call SOLE 0 0 500 THE BEAUTY HEALTH COMPANY COM CL A 88331L108 BBG00XKM1DD2 68166 16000 SH SOLE 0 0 16000 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 478125 833 SH SOLE 0 0 833 TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 234107 191 SH SOLE 0 0 191 UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 15272808 198936 SH SOLE 0 0 198936 UBS AG LONDON BRANCH NT LKD 24 902677780 BBG006MDLND5 689943 818 SH SOLE 0 0 818 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 1605062 4666 SH SOLE 0 0 4666 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 386875 806 SH SOLE 0 0 806 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 986675 5171 SH SOLE 0 0 5171 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 3759641 14495 SH SOLE 0 0 14495 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 BBG001T62M92 856288 14752 SH SOLE 0 0 14752 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG001T62M38 21110385 265073 SH SOLE 0 0 265073 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 BBG001T62M74 1272255 22017 SH SOLE 0 0 22017 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 7005457 58110 SH SOLE 0 0 58110 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 976010 23335 SH SOLE 0 0 23335 VISA INC COM CL A 92826C839 BBG001SRCFY3 13910581 50110 SH SOLE 0 0 50110 WALMART INC COM 931142103 BBG001S5XH92 2907254 48243 SH SOLE 0 0 48243 YUM BRANDS INC COM 988498101 BBG001S7JQ30 354010 2543 SH SOLE 0 0 2543