Iron Financial

Latest statistics and disclosures from Iron Financial's latest quarterly 13F-HR filing:

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Positions held by Iron Financial consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Iron Financial

Companies in the Iron Financial portfolio as of the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 10.9 $23M +8% 567k 40.96
Spdr Ser Tr Portfolio Short (SPSB) 10.8 $23M +4% 736k 31.30
Cme (CME) 8.2 $18M -6% 83k 212.68
Vanguard Index Fds Total Stk Mkt (VTI) 4.9 $10M 47k 222.82
Schwab Strategic Tr Us Tips Etf (SCHP) 4.6 $9.9M +9% 158k 62.51
Ishares Msci Gbl Min Vol (ACWV) 4.5 $9.6M -3% 94k 102.86
Apple (AAPL) 4.5 $9.6M 70k 136.96
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.9 $8.4M -7% 20k 428.07
Ishares Tr Mbs Etf (MBB) 3.3 $7.0M +10% 64k 108.23
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.2 $6.7M +10% 99k 67.81
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.4 $5.0M +25% 94k 53.33
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 2.0 $4.4M -3% 59k 74.06
Legg Mason Etf Invt Tr Clrbrg Gwt Etf (CACG) 1.8 $3.9M -6% 78k 49.62
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.7 $3.6M -9% 69k 52.97

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Ishares Tr Msci Usa Min Vol (USMV) 1.6 $3.5M -8% 47k 73.62
Amazon (AMZN) 1.6 $3.4M +9% 978.00 3439.67
Microsoft Corporation (MSFT) 1.3 $2.8M 10k 270.88
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) 1.2 $2.6M NEW 121k 21.59
Ishares Tr Ibonds Dec2026 (IBDR) 1.2 $2.6M NEW 98k 26.61
Ishares Tr Ibonds Dec25 Etf (IBDQ) 1.2 $2.6M NEW 97k 26.99
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 1.2 $2.6M NEW 118k 22.19
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 1.2 $2.6M NEW 120k 21.73
Invesco Exch Trd Slf Idx Bullshs 23 Usd (BSCE) 1.2 $2.5M NEW 96k 26.19
Invesco Exch Trd Slf Idx Bullshs 24 Usd (BSDE) 1.2 $2.5M NEW 94k 26.33
Invesco Exch Trd Slf Idx Bullshs 22 Usd (BSBE) 1.2 $2.5M NEW 96k 25.74
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.9 $2.0M -8% 53k 36.79
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 0.8 $1.8M +20% 21k 86.39
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $1.6M -5% 11k 154.77
CBOE Holdings (CBOE) 0.6 $1.3M 11k 119.02
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $1.3M -2% 19k 65.66
Intel Corporation (INTC) 0.6 $1.2M +9% 22k 56.13
JPMorgan Chase & Co. (JPM) 0.5 $1.2M -3% 7.4k 155.50
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $1.0M -9% 22k 45.51
Johnson & Johnson (JNJ) 0.4 $893k -11% 5.4k 164.70
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.4 $870k -7% 17k 51.30
Alphabet Cap Stk Cl A (GOOGL) 0.4 $857k +16% 351.00 2441.60
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $796k 2.2k 354.25
Alibaba Group Hldg Sponsored Ads (BABA) 0.4 $775k +4% 3.4k 226.81
Procter & Gamble Company (PG) 0.4 $771k -8% 5.7k 135.00
Abbvie (ABBV) 0.3 $729k -10% 6.5k 112.67
Tesla Motors (TSLA) 0.3 $669k -35% 984.00 679.88
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $601k -2% 11k 55.33
Costco Wholesale Corporation (COST) 0.3 $586k +28% 1.5k 395.95
IDEXX Laboratories (IDXX) 0.3 $564k +31% 893.00 631.58
Ishares Tr Msci Eafe Etf (EFA) 0.3 $560k 7.1k 78.84
Kroger (KR) 0.3 $548k +31% 14k 38.29
S&p Global (SPGI) 0.3 $547k +27% 1.3k 410.35
Adobe Systems Incorporated (ADBE) 0.3 $547k +30% 934.00 585.65
Facebook Cl A (FB) 0.3 $539k -2% 1.5k 347.97
Clorox Company (CLX) 0.3 $538k +28% 3.0k 179.87
Lockheed Martin Corporation (LMT) 0.3 $536k +30% 1.4k 378.26
Dollar General (DG) 0.2 $528k +30% 2.4k 216.30
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $525k 4.6k 113.10
Progressive Corporation (PGR) 0.2 $519k +25% 5.3k 98.30
Altria (MO) 0.2 $508k +29% 11k 47.66
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $490k -3% 4.7k 104.30
Vanguard World Extended Dur (EDV) 0.2 $482k +52% 3.6k 135.39
Walt Disney Company (DIS) 0.2 $480k -3% 2.7k 175.89
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.2 $476k 2.6k 182.03
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $469k -15% 5.7k 82.69
Mettler-Toledo International (MTD) 0.2 $459k +30% 331.00 1386.71
Cerner Corporation (CERN) 0.2 $458k +26% 5.9k 78.20
NVIDIA Corporation (NVDA) 0.2 $430k 537.00 800.74
Verizon Communications (VZ) 0.2 $426k -8% 7.6k 56.02
Dbx Etf Tr Xtrackers Low (HYDW) 0.2 $403k 7.9k 50.85
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $400k 7.4k 54.24
Ishares Gold Tr Ishares New (IAU) 0.2 $368k NEW 11k 33.72
Ishares Tr Select Divid Etf (DVY) 0.2 $349k 3.0k 116.49
Lauder Estee Cos Cl A (EL) 0.2 $342k +21% 1.1k 318.44
First Tr Exchange Traded Cloud Computing (SKYY) 0.2 $339k -8% 3.2k 105.87
At&t (T) 0.2 $334k -9% 12k 28.78
Blackstone Group Inc Com Cl A (BX) 0.2 $331k 3.4k 97.07
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) 0.2 $329k +25% 19k 17.01
Generac Holdings (GNRC) 0.1 $311k 750.00 414.67
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $311k 1.1k 271.14
Abbott Laboratories (ABT) 0.1 $308k -26% 2.7k 115.92
Spdr Gold Tr Gold Shs (GLD) 0.1 $301k +37% 1.8k 165.38
Alphabet Cap Stk Cl C (GOOG) 0.1 $288k -41% 115.00 2504.35
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $287k 5.2k 55.12
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $278k 7.0k 39.48
Home Depot (HD) 0.1 $272k -2% 852.00 319.25
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $267k NEW 961.00 277.84
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $266k 667.00 398.80
Target Corporation (TGT) 0.1 $265k NEW 1.1k 242.23
Illinois Tool Works (ITW) 0.1 $263k +13% 1.2k 223.45
Mastercard Incorporated Cl A (MA) 0.1 $258k +9% 706.00 365.44
Visa Com Cl A (V) 0.1 $257k -3% 1.1k 234.06
Vanguard Index Fds Growth Etf (VUG) 0.1 $252k -69% 880.00 286.36
Wal-Mart Stores (WMT) 0.1 $251k +16% 1.8k 141.09
Nike CL B (NKE) 0.1 $249k NEW 1.6k 154.66
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $244k -10% 3.9k 63.33
MercadoLibre (MELI) 0.1 $243k -3% 156.00 1557.69
Ishares Tr National Mun Etf (MUB) 0.1 $242k 2.1k 117.42
Lowe's Companies (LOW) 0.1 $234k +12% 1.2k 194.35
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $233k NEW 13k 17.63
Chipotle Mexican Grill (CMG) 0.1 $233k 150.00 1553.33
Vanguard World Fds Materials Etf (VAW) 0.1 $229k NEW 1.3k 180.88
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $211k 2.1k 101.93
Direxion Shs Etf Tr Auspce Cmd Stg (COM) 0.1 $211k NEW 7.0k 30.36
TJX Companies (TJX) 0.1 $210k NEW 3.1k 67.26
American Tower Reit (AMT) 0.1 $210k NEW 777.00 270.27
Woodward Governor Company (WWD) 0.1 $210k 1.7k 122.95
Pimco Etf Tr 25yr+ Zero U S (ZROZ) 0.1 $209k -30% 1.4k 144.84
Coca-Cola Company (KO) 0.1 $208k NEW 3.8k 54.10
Qualcomm (QCOM) 0.1 $206k NEW 1.4k 143.16
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $201k NEW 1.1k 188.20
DNP Select Income Fund (DNP) 0.1 $131k +2% 13k 10.45

Past Filings by Iron Financial

SEC 13F filings are viewable for Iron Financial going back to 2013

View all past filings