Iron Financial LLC Top Holdings and 13F Report (2024) → Write this ticker symbol down… (From StocksToTrade) (Ad) About Iron Financial LLCInvestment ActivityIron Financial LLC has $179.41 million in total holdings as of March 31, 2024.Iron Financial LLC owns shares of 98 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 6.55% of the portfolio was purchased this quarter.About 7.63% of the portfolio was sold this quarter.This quarter, Iron Financial LLC has purchased 98 new stocks and bought additional shares in 39 stocks.Iron Financial LLC sold shares of 31 stocks and completely divested from 19 stocks this quarter.Largest Holdings CME Group $15,985,662Hartford Total Return Bond ETF $12,173,217Apple $10,966,154Vanguard Total Stock Market ETF $10,705,978SPDR Portfolio S&P 1500 Composite Stock Market ETF $9,439,105 Largest New Holdings this Quarter ConocoPhillips $794,100 HoldingTJX Companies $752,335 HoldingPioneer Natural Resources $730,013 HoldingCoterra Energy $724,367 HoldingStarbucks $717,412 Holding Largest Purchases this Quarter ConocoPhillips 6,239 shares (about $794.10K)Walmart 12,767 shares (about $768.17K)TJX Companies 7,418 shares (about $752.34K)Pioneer Natural Resources 2,781 shares (about $730.01K)Coterra Energy 25,982 shares (about $724.37K) Largest Sales this Quarter Vanguard Total International Stock ETF 6,822 shares (about $411.37K)SPDR Portfolio Short Term Corporate Bond ETF 12,752 shares (about $379.63K)Coca-Cola 6,011 shares (about $367.77K)Apple 1,621 shares (about $277.97K)SPDR S&P 500 ETF Trust 468 shares (about $244.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIron Financial LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCMECME Group$15,985,662$9,903 ▲0.1%74,2528.9%FinanceHTRBHartford Total Return Bond ETF$12,173,217$66,906 ▼-0.5%360,7956.8%ETFAAPLApple$10,966,154$277,969 ▼-2.5%63,9506.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$10,705,978$163,476 ▼-1.5%41,1936.0%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$9,439,105$231,774 ▼-2.4%147,1415.3%ETFISTBiShares Core 1-5 Year USD Bond ETF$7,793,858$46,444 ▼-0.6%164,2894.3%ManufacturingSCHPSchwab U.S. TIPS ETF$7,410,101$42,823 ▼-0.6%142,0654.1%ETFACWViShares MSCI Global Min Vol Factor ETF$7,183,427$159,800 ▼-2.2%68,2384.0%ETFSPYSPDR S&P 500 ETF Trust$6,946,062$244,804 ▼-3.4%13,2793.9%FinanceSPSBSPDR Portfolio Short Term Corporate Bond ETF$5,866,903$379,628 ▼-6.1%197,0743.3%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$4,546,476$6,029 ▲0.1%183,2522.5%ETFBSCOInvesco BulletShares 2024 Corporate Bond ETF$4,496,107$99,230 ▼-2.2%214,4072.5%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$4,348,294$122,828 ▼-2.7%182,3182.4%ETFVGITVanguard Intermediate-Term Treasury Index ETF$3,985,952$1,464 ▲0.0%68,0782.2%ETFMOATVanEck Morningstar Wide Moat ETF$3,948,237$158,764 ▼-3.9%43,9182.2%ETFMSFTMicrosoft$3,239,316$196,067 ▼-5.7%7,6991.8%Computer and TechnologySCHYSchwab International Dividend Equity ETF$2,777,928$411,448 ▲17.4%114,5071.5%ETFAMZNAmazon.com$2,486,539$56,098 ▼-2.2%13,7851.4%Retail/WholesaleFBNDFidelity Total Bond ETF$2,261,344$21,386 ▲1.0%49,9081.3%ETFCBOECboe Global Markets$1,949,698$184 ▲0.0%10,6121.1%Financial ServicesUSMViShares MSCI USA Min Vol Factor ETF$1,829,585$43,629 ▼-2.3%21,8901.0%ETFSCHDSchwab US Dividend Equity ETF$1,786,143$38,219 ▲2.2%22,1521.0%ETFJPMJPMorgan Chase & Co.$1,774,150$90,941 ▼-4.9%8,8571.0%FinanceLTPZPIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund$1,765,021$142,844 ▼-7.5%31,7681.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,715,681$29,604 ▼-1.7%47,8711.0%ETFIUSBiShares Core Total USD Bond Market ETF$1,685,450$10,121 ▲0.6%36,9700.9%ManufacturingGOVTiShares U.S. Treasury Bond ETF$1,502,298$39,529 ▼-2.6%65,9770.8%ETFVIGVanguard Dividend Appreciation ETF$1,489,492$4,382 ▲0.3%8,1570.8%ETFNVDANVIDIA$1,409,158$112,913 ▼-7.4%1,5600.8%Computer and TechnologyVXUSVanguard Total International Stock ETF$1,334,012$411,365 ▼-23.6%22,1230.7%ETFTBLLInvesco Short Term Treasury ETF$1,171,854$6,539 ▲0.6%11,1110.7%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,094,770$13,209 ▲1.2%30,2510.6%ETFBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$983,770$13,584 ▲1.4%42,4400.5%ETFPGProcter & Gamble$977,904$5,192 ▲0.5%6,0270.5%Consumer StaplesMETAMeta Platforms$957,173$457,947 ▲91.7%1,9710.5%Computer and TechnologyBRK.BBerkshire Hathaway$925,144$24,390 ▲2.7%2,2000.5%FinanceWMTWalmart$914,556$768,167 ▲524.7%15,2000.5%Retail/WholesaleJNJJohnson & Johnson$886,864$6,170 ▲0.7%5,6060.5%MedicalQQQInvesco QQQ$883,7820.0%1,9900.5%FinanceBSJOInvesco BulletShares 2024 High Yield Corporate Bond ETF$848,770$159,316 ▼-15.8%37,3410.5%ETFBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$819,275$13,082 ▲1.6%35,6980.5%ETFCOPConocoPhillips$794,100$794,100 ▲New Holding6,2390.4%Oils/EnergyCLColgate-Palmolive$789,019$68,618 ▼-8.0%8,7620.4%Consumer StaplesHASHasbro$784,407$248,299 ▲46.3%13,8780.4%Consumer DiscretionaryTJXTJX Companies$752,335$752,335 ▲New Holding7,4180.4%Retail/WholesaleBMYBristol-Myers Squibb$733,743$165,946 ▲29.2%13,5300.4%MedicalPXDPioneer Natural Resources$730,013$730,013 ▲New Holding2,7810.4%Oils/EnergyCTRACoterra Energy$724,367$724,367 ▲New Holding25,9820.4%Oils/EnergySBUXStarbucks$717,412$717,412 ▲New Holding7,8500.4%Retail/WholesalePMPhilip Morris International$714,543$714,543 ▲New Holding7,7990.4%Consumer StaplesFASTFastenal$706,371$706,371 ▲New Holding9,1570.4%Retail/WholesaleESSEssex Property Trust$702,565$28,886 ▲4.3%2,8700.4%FinanceSYYSysco$696,209$696,209 ▲New Holding8,5760.4%Consumer StaplesEQREquity Residential$680,326$680,326 ▲New Holding10,7800.4%FinanceYUMYum! Brands$676,335$676,335 ▲New Holding4,8780.4%Retail/WholesaleCOSTCostco Wholesale$663,076$296,736 ▲81.0%9050.4%Retail/WholesaleSCHOSchwab Short-Term U.S. Treasury ETF$602,529$46,716 ▼-7.2%12,4980.3%ETFINTCIntel$587,461$5,433 ▼-0.9%13,3000.3%Computer and TechnologyIVOOVanguard S&P Mid-Cap 400 ETF$559,575$1,133 ▲0.2%5,4320.3%ETFSCHBSchwab US Broad Market ETF$506,175$366 ▲0.1%8,2910.3%ETFIWPiShares Russell Mid-Cap Growth ETF$478,932$14,952 ▼-3.0%4,1960.3%ETFHDHome Depot$468,060$11,510 ▲2.5%1,2200.3%Retail/WholesaleABBVAbbVie$458,881$2,003 ▲0.4%2,5200.3%MedicalGOOGLAlphabet$455,960$28,224 ▲6.6%3,0210.3%Computer and TechnologyIBHDiShares iBonds 2024 Term High Yield and Income ETF$453,492$2,681 ▲0.6%19,4510.3%ETFCMGChipotle Mexican Grill$436,0160.0%1500.2%Retail/WholesaleBXBlackstone$413,438$657 ▲0.2%3,1470.2%FinanceCOMDirexion Auspice Broad Commodity Strategy ETF$392,342$51,080 ▼-11.5%13,8640.2%ETFQCOMQUALCOMM$387,791$387,791 ▲New Holding2,2910.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$380,5300.0%1,1290.2%ETFVGTVanguard Information Technology ETF$354,3160.0%6760.2%ETFIBDPiShares iBonds Dec 2024 Term Corporate ETF$315,999$1,052 ▲0.3%12,6150.2%ETFFFord Motor$312,351$6,680 ▲2.2%23,5200.2%Auto/Tires/TrucksWWDWoodward$294,0610.0%1,9080.2%Computer and TechnologyNVONovo Nordisk A/S$293,138$1,669 ▲0.6%2,2830.2%MedicalEEMViShares MSCI Emerging Markets Min Vol Factor ETF$281,191$4,584 ▲1.7%4,9690.2%ETFDVYiShares Select Dividend ETF$277,909$985 ▲0.4%2,2560.2%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$272,7060.0%7,4530.2%ETFVUGVanguard Growth ETF$272,476$344 ▲0.1%7920.2%ETFTGTTarget$264,478$57,788 ▼-17.9%1,4920.1%Retail/WholesaleSCHFSchwab International Equity ETF$258,5110.0%6,6250.1%ETFCWSAdvisorShares Focused Equity ETF$254,7600.0%4,0000.1%ETFXOMExxon Mobil$251,183$2,208 ▼-0.9%2,1610.1%Oils/EnergyGOOGAlphabet$245,1390.0%1,6100.1%Computer and TechnologyVVisa$244,733$30,138 ▲14.0%8770.1%Business ServicesKOCoca-Cola$230,782$367,771 ▼-61.4%3,7720.1%Consumer StaplesLLYEli Lilly and Company$229,820$229,820 ▲New Holding2950.1%MedicalMRKMerck & Co., Inc.$228,361$228,361 ▲New Holding1,7310.1%MedicalABTAbbott Laboratories$222,082$568 ▲0.3%1,9540.1%MedicalAMATApplied Materials$218,192$218,192 ▲New Holding1,0580.1%Computer and TechnologyEFAiShares MSCI EAFE ETF$208,171$14,772 ▼-6.6%2,6070.1%FinanceDISWalt Disney$204,450$204,450 ▲New Holding1,6710.1%Consumer DiscretionaryMMM3M$204,375$204,375 ▲New Holding1,9270.1%Multi-Sector ConglomeratesIVZInvesco$201,013$16,806 ▲9.1%12,1160.1%FinanceFISFidelity National Information Services$200,365$200,365 ▲New Holding2,7010.1%Business ServicesKEYKeyCorp$181,202$181,202 ▲New Holding11,4610.1%FinanceDNPDNP Select Income Fund$139,792$3,029 ▲2.2%15,4130.1%FinanceABEVAmbev$33,175$33,175 ▲New Holding13,3770.0%Consumer StaplesALLAllstate$0$851,121 ▼-100.0%00.0%FinanceIBMInternational Business Machines$0$769,853 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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