Iron Financial

IRON Financial as of March 31, 2025

Portfolio Holdings for IRON Financial

IRON Financial holds 113 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cme (CME) 8.7 $16M 59k 265.29
Apple (AAPL) 8.1 $14M 65k 222.13
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 6.2 $11M 326k 33.86
Ishares Tr Core 1 5 Yr Usd (ISTB) 5.9 $11M 219k 48.35
Vanguard Index Fds Total Stk Mkt (VTI) 5.9 $11M 38k 274.84
Spdr Ser Tr Portfoli S&p1500 (SPTM) 5.1 $9.0M 133k 68.01
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.3 $7.7M 14k 559.38
Ishares Msci Gbl Min Vol (ACWV) 3.7 $6.5M 56k 116.37
Schwab Strategic Tr Us Tips Etf (SCHP) 3.5 $6.2M 230k 26.89
Schwab Strategic Tr Internl Divid (SCHY) 3.4 $6.1M 239k 25.38
Ishares Tr Ibonds Dec25 Etf (IBDQ) 2.2 $3.9M 154k 25.15
Spdr Ser Tr Portfolio Short (SPSB) 2.1 $3.7M 123k 30.10
Ishares Tr Ibonds Dec2026 (IBDR) 2.1 $3.7M 152k 24.21
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 1.9 $3.4M 39k 88.00
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.8 $3.1M 53k 59.40
Microsoft Corporation (MSFT) 1.5 $2.7M 7.2k 375.41
Amazon (AMZN) 1.5 $2.6M 14k 190.26
CBOE Holdings (CBOE) 1.3 $2.3M 10k 226.30
JPMorgan Chase & Co. (JPM) 1.2 $2.2M 9.0k 245.31
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.2 $2.2M 78k 27.96
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.1 $2.0M 44k 45.65
Ishares Tr Msci Usa Min Vol (USMV) 1.1 $2.0M 21k 93.66
Johnson & Johnson (JNJ) 1.0 $1.8M 11k 165.84
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.9 $1.7M 46k 36.41
NVIDIA Corporation (NVDA) 0.9 $1.6M 15k 108.38
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $1.4M 7.2k 193.98
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $1.3M 21k 62.10
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.7 $1.2M 30k 39.37
At&t (T) 0.6 $1.1M 41k 28.28
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 0.6 $1.1M 21k 54.84
McDonald's Corporation (MCD) 0.6 $1.1M 3.5k 312.35
Procter & Gamble Company (PG) 0.6 $1.0M 6.1k 170.42
Newmont Mining Corporation (NEM) 0.5 $899k 19k 48.28
Udr (UDR) 0.5 $893k 20k 45.17
Jack Henry & Associates (JKHY) 0.5 $889k 4.9k 182.60
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $887k 1.9k 468.95
Linde SHS (LIN) 0.5 $882k 1.9k 465.65
Constellation Brands Cl A (STZ) 0.5 $859k 4.7k 183.52
Mid-America Apartment (MAA) 0.5 $848k 5.1k 167.58
Alliant Energy Corporation (LNT) 0.5 $829k 13k 64.35
Amcor Ord 0.4 $797k 82k 9.70
Zimmer Holdings (ZBH) 0.4 $758k 6.7k 113.18
Servicenow (NOW) 0.4 $752k 945.00 796.14
Crowdstrike Hldgs Cl A (CRWD) 0.4 $744k 2.1k 352.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $670k 1.3k 532.58
Ishares Tr Msci Intl Qualty (IQLT) 0.4 $648k 16k 39.69
Meta Platforms Cl A (META) 0.3 $622k 1.1k 576.30
Vaneck Etf Trust Morningstar Smid (SMOT) 0.3 $597k 18k 32.79
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.3 $593k 26k 23.19
ConocoPhillips (COP) 0.3 $569k 5.4k 105.03
Dominion Resources (D) 0.3 $552k 9.8k 56.07
Exxon Mobil Corporation (XOM) 0.3 $551k 4.6k 118.93
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.3 $544k 5.5k 98.70
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.3 $535k 9.5k 56.47
Cdw (CDW) 0.3 $533k 3.3k 160.26
Abbvie (ABBV) 0.3 $526k 2.5k 209.54
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $508k 11k 46.81
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $506k 24k 21.53
Fastenal Company (FAST) 0.3 $494k 6.4k 77.55
Ishares Msci Emerg Mrkt (EEMV) 0.3 $469k 8.0k 58.34
Alphabet Cap Stk Cl A (GOOGL) 0.3 $460k 3.0k 154.64
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.3 $450k 20k 23.05
Blackstone Group Inc Com Cl A (BX) 0.2 $414k 3.0k 139.78
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $412k 3.5k 117.49
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $405k 1.1k 361.09
Direxion Shs Etf Tr Auspce Cmd Stg (COM) 0.2 $399k 14k 29.34
Palantir Technologies Cl A (PLTR) 0.2 $388k 4.6k 84.40
Lauder Estee Cos Cl A (EL) 0.2 $370k 5.6k 66.00
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $365k 15k 24.34
Wal-Mart Stores (WMT) 0.2 $356k 4.1k 87.80
Woodward Governor Company (WWD) 0.2 $348k 1.9k 182.49
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $346k 15k 22.99
Ishares Tr Select Divid Etf (DVY) 0.2 $309k 2.3k 134.31
Visa Com Cl A (V) 0.2 $309k 881.00 350.45
Intel Corporation (INTC) 0.2 $307k 14k 22.71
Tesla Motors (TSLA) 0.2 $303k 1.2k 259.16
Vanguard Index Fds Growth Etf (VUG) 0.2 $295k 796.00 370.64
Starbucks Corporation (SBUX) 0.2 $290k 3.0k 98.08
Vaneck Bitcoin Etf Sh Ben Int (HODL) 0.2 $279k 12k 23.31
Ishares Tr Broad Usd High (USHY) 0.2 $274k 7.5k 36.81
Coca-Cola Company (KO) 0.2 $268k 3.7k 71.62
Abbott Laboratories (ABT) 0.1 $264k 2.0k 132.67
Home Depot (HD) 0.1 $263k 717.00 366.31
Advisorshares Tr Advisorshs Etf (CWS) 0.1 $262k 4.0k 65.47
Texas Pacific Land Corp (TPL) 0.1 $260k 196.00 1324.99
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $258k 13k 19.78
International Business Machines (IBM) 0.1 $255k 1.0k 248.71
Lululemon Athletica (LULU) 0.1 $249k 878.00 283.06
Dollar Tree (DLTR) 0.1 $247k 3.3k 75.07
Msci (MSCI) 0.1 $240k 425.00 565.50
Bunge Global Sa Com Shs (BG) 0.1 $236k 3.1k 76.42
Target Corporation (TGT) 0.1 $235k 2.3k 104.35
Chevron Corporation (CVX) 0.1 $234k 1.4k 167.29
Diamondback Energy (FANG) 0.1 $233k 1.5k 159.87
Devon Energy Corporation (DVN) 0.1 $231k 6.2k 37.40
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $227k 3.1k 73.69
Chipotle Mexican Grill (CMG) 0.1 $226k 4.5k 50.21
Alphabet Cap Stk Cl C (GOOG) 0.1 $225k 1.4k 156.21
EOG Resources (EOG) 0.1 $224k 1.7k 128.23
Public Storage (PSA) 0.1 $222k 743.00 299.35
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $221k 7.4k 29.82
Qualcomm (QCOM) 0.1 $219k 1.4k 153.56
Hca Holdings (HCA) 0.1 $217k 627.00 345.55
Iron Mountain (IRM) 0.1 $214k 2.5k 86.04
American Express Company (AXP) 0.1 $213k 791.00 268.94
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $212k 3.7k 57.60
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $209k 1.6k 132.23
Dow (DOW) 0.1 $209k 6.0k 34.92
Ishares Tr Msci Eafe Etf (EFA) 0.1 $208k 2.5k 81.72
Nucor Corporation (NUE) 0.1 $207k 1.7k 120.34
Spdr Gold Tr Gold Shs (GLD) 0.1 $205k 713.00 288.14
International Paper Company (IP) 0.1 $200k 3.8k 53.35
DNP Select Income Fund (DNP) 0.1 $166k 17k 9.89