Iron Financial LLC Top Holdings and 13F Report (2025) About Iron Financial LLCInvestment ActivityIron Financial LLC has $178.39 million in total holdings as of March 31, 2025.Iron Financial LLC owns shares of 113 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 9.98% of the portfolio was purchased this quarter.About 9.78% of the portfolio was sold this quarter.This quarter, Iron Financial LLC has purchased 104 new stocks and bought additional shares in 36 stocks.Iron Financial LLC sold shares of 37 stocks and completely divested from 22 stocks this quarter.Largest Holdings CME Group $15,594,356Apple $14,367,509Hartford Total Return Bond ETF $11,041,355iShares Core 1-5 Year USD Bond ETF $10,597,739Vanguard Total Stock Market ETF $10,506,396 Largest New Holdings this Quarter G54950103 - LINDE PLC $881,948 Holding21036P108 - Constellation Brands $859,241 Holding018802108 - Alliant Energy $828,700 HoldingG0250X107 - Amcor $796,846 Holding98956P102 - Zimmer Biomet $757,854 Holding Largest Purchases this Quarter LINDE PLC 1,894 shares (about $881.95K)Constellation Brands 4,682 shares (about $859.24K)McDonald's 2,674 shares (about $835.23K)Alliant Energy 12,878 shares (about $828.70K)Johnson & Johnson 4,893 shares (about $811.44K) Largest Sales this Quarter iShares MSCI Global Min Vol Factor ETF 9,955 shares (about $1.16M)AbbVie 3,900 shares (about $817.22K)iShares iBonds Dec 2026 Term Corporate ETF 28,909 shares (about $699.88K)iShares iBonds Dec 2025 Term Corporate ETF 27,615 shares (about $694.52K)Starbucks 6,200 shares (about $608.12K) 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$15,594,356$20,162 ▼-0.1%58,7828.7%FinanceAAPLApple$14,367,509$108,621 ▼-0.8%64,6818.1%Computer and TechnologyHTRBHartford Total Return Bond ETF$11,041,355$406,388 ▼-3.5%326,0886.2%ETFISTBiShares Core 1-5 Year USD Bond ETF$10,597,739$122,712 ▲1.2%219,1885.9%ManufacturingVTIVanguard Total Stock Market ETF$10,506,396$71,459 ▼-0.7%38,2275.9%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$9,036,180$106,980 ▲1.2%132,8655.1%ETFSPYSPDR S&P 500 ETF Trust$7,736,803$123,064 ▲1.6%13,8314.3%FinanceACWViShares MSCI Global Min Vol Factor ETF$6,543,956$1,158,464 ▼-15.0%56,2343.7%ETFSCHPSchwab U.S. TIPS ETF$6,175,742$412,035 ▼-6.3%229,6673.5%ETFSCHYSchwab International Dividend Equity ETF$6,063,535$690,158 ▲12.8%238,9103.4%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$3,861,634$694,518 ▼-15.2%153,5442.2%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$3,689,542$55,264 ▼-1.5%122,5762.1%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$3,677,464$699,885 ▼-16.0%151,8992.1%ETFMOATVanEck Morningstar Wide Moat ETF$3,409,508$5,456 ▲0.2%38,7441.9%ETFVGITVanguard Intermediate-Term Treasury Index ETF$3,130,991$334,424 ▼-9.7%52,7101.8%ETFMSFTMicrosoft$2,697,339$18,395 ▼-0.7%7,1851.5%Computer and TechnologyAMZNAmazon.com$2,638,716$9,513 ▼-0.4%13,8691.5%Retail/WholesaleCBOECboe Global Markets$2,349,416$24,440 ▼-1.0%10,3821.3%Financial ServicesJPMJPMorgan Chase & Co.$2,204,138$35,080 ▲1.6%8,9851.2%FinanceSCHDSchwab US Dividend Equity ETF$2,168,946$158,058 ▲7.9%77,5731.2%ETFFBNDFidelity Total Bond ETF$1,997,903$130,649 ▼-6.1%43,7661.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,952,261$5,901 ▼-0.3%20,8441.1%ETFJNJJohnson & Johnson$1,754,220$811,439 ▲86.1%10,5781.0%MedicalSPDWSPDR Portfolio Developed World ex-US ETF$1,685,577$2,294 ▼-0.1%46,2940.9%ETFNVDANVIDIA$1,628,533$10,838 ▲0.7%15,0260.9%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,398,962$194 ▲0.0%7,2120.8%ETFVXUSVanguard Total International Stock ETF$1,300,620$248 ▲0.0%20,9440.7%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,166,838$4,252 ▼-0.4%29,6380.7%ETFTAT&T$1,149,271$180,115 ▼-13.5%40,6390.6%Computer and TechnologyLTPZPIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund$1,123,820$76,117 ▲7.3%20,4930.6%ETFMCDMcDonald's$1,106,982$835,234 ▲307.4%3,5440.6%Retail/WholesalePGProcter & Gamble$1,046,050$4,090 ▲0.4%6,1380.6%Consumer StaplesNEMNewmont$899,022$467,737 ▲108.5%18,6210.5%Basic MaterialsUDRUDR$893,373$95,038 ▲11.9%19,7780.5%FinanceJKHYJack Henry & Associates$889,262$669,046 ▲303.8%4,8700.5%Computer and TechnologyQQQInvesco QQQ$886,779$469 ▲0.1%1,8910.5%FinanceLINDE PLC$881,948$881,948 ▲New Holding1,8940.5%SHSSTZConstellation Brands$859,241$859,241 ▲New Holding4,6820.5%Consumer StaplesMAAMid-America Apartment Communities$848,099$359,784 ▲73.7%5,0610.5%FinanceLNTAlliant Energy$828,700$828,700 ▲New Holding12,8780.5%UtilitiesAMCRAmcor$796,846$796,846 ▲New Holding82,1490.4%IndustrialsZBHZimmer Biomet$757,854$757,854 ▲New Holding6,6960.4%MedicalNOWServiceNow$752,353$752,353 ▲New Holding9450.4%Computer and TechnologyCRWDCrowdStrike$743,592$261,967 ▼-26.1%2,1090.4%Computer and TechnologyBRK.BBerkshire Hathaway$669,454$129,950 ▲24.1%1,2570.4%FinanceIQLTiShares MSCI Intl Quality Factor ETF$647,590$647,590 ▲New Holding16,3160.4%ETFMETAMeta Platforms$621,8310.0%1,0790.3%Computer and TechnologySMOTVanEck Morningstar SMID Moat ETF$597,204$21,182 ▼-3.4%18,2130.3%ETFBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$592,929$19,781 ▼-3.2%25,5680.3%ETFCOPConocoPhillips$569,348$569,348 ▲New Holding5,4210.3%EnergyDDominion Energy$552,066$552,066 ▲New Holding9,8460.3%UtilitiesXOMExxon Mobil$550,657$452,776 ▼-45.1%4,6300.3%EnergyIVOOVanguard S&P Mid-Cap 400 ETF$543,456$1,678 ▲0.3%5,5060.3%ETFJQUAJPMorgan US Quality Factor ETF$534,658$534,658 ▲New Holding9,4680.3%ETFCDWCDW$532,865$532,865 ▲New Holding3,3250.3%Computer and TechnologyABBVAbbVie$526,161$817,215 ▼-60.8%2,5110.3%MedicalISHARES BITCOIN TRUST ETF$507,749$4,915 ▲1.0%10,8470.3%SHS BEN INTSCHBSchwab US Broad Market ETF$505,817$366 ▲0.1%23,4940.3%ETFFASTFastenal$493,476$253,059 ▲105.3%6,3630.3%Retail/WholesaleEEMViShares MSCI Emerging Markets Min Vol Factor ETF$468,825$67,325 ▲16.8%8,0360.3%ETFGOOGLAlphabet$459,603$3,711 ▼-0.8%2,9720.3%Computer and TechnologyBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$449,788$23,672 ▼-5.0%19,5140.3%ETFBXBlackstone$414,025$5,032 ▼-1.2%2,9620.2%FinanceIWPiShares Russell Mid-Cap Growth ETF$412,273$17,859 ▼-4.2%3,5090.2%ETFIWFiShares Russell 1000 Growth ETF$404,7820.0%1,1210.2%ETFCOMDirexion Auspice Broad Commodity Strategy ETF$399,1910.0%13,6060.2%ETFPALANTIR TECHNOLOGIES INC$388,240$135,040 ▲53.3%4,6000.2%CL AELEstée Lauder Companies$370,062$370,062 ▲New Holding5,6070.2%Consumer StaplesSCHOSchwab Short-Term U.S. Treasury ETF$365,190$83,022 ▼-18.5%15,0040.2%ETFWMTWalmart$355,943$43,549 ▼-10.9%4,0540.2%Retail/WholesaleWWDWoodward$348,1910.0%1,9080.2%AerospaceGOVTiShares U.S. Treasury Bond ETF$346,023$9,401 ▼-2.6%15,0540.2%ETFDVYiShares Select Dividend ETF$309,312$1,612 ▲0.5%2,3030.2%ETFVVisa$308,7450.0%8810.2%Business ServicesINTCIntel$306,585$11,355 ▲3.8%13,5000.2%Computer and TechnologyTSLATesla$303,218$51,832 ▲20.6%1,1700.2%Auto/Tires/TrucksVUGVanguard Growth ETF$295,027$371 ▲0.1%7960.2%ETFSBUXStarbucks$290,033$608,118 ▼-67.7%2,9570.2%Retail/WholesaleVANECK BITCOIN ETF$278,648$209,114 ▲300.7%11,9540.2%SH BEN INTUSHYiShares Broad USD High Yield Corporate Bond ETF$274,3450.0%7,4530.2%ETFKOCoca-Cola$267,9860.0%3,7420.2%Consumer StaplesABTAbbott Laboratories$263,743$531 ▲0.2%1,9880.1%MedicalHDHome Depot$262,646$195,245 ▼-42.6%7170.1%Retail/WholesaleCWSAdvisorShares Focused Equity ETF$261,8800.0%4,0000.1%ETFTPLTexas Pacific Land$259,699$259,699 ▲New Holding1960.1%EnergySCHFSchwab International Equity ETF$258,1780.0%13,0520.1%ETFIBMInternational Business Machines$254,927$2,487 ▼-1.0%1,0250.1%Computer and TechnologyLULULululemon Athletica$248,527$566 ▼-0.2%8780.1%Consumer DiscretionaryDLTRDollar Tree$246,455$246,455 ▲New Holding3,2830.1%Retail/WholesaleMSCIMSCI$240,338$240,338 ▲New Holding4250.1%FinanceBUNGE GLOBAL SA$235,451$235,451 ▲New Holding3,0810.1%COM SHSTGTTarget$234,899$234,899 ▲New Holding2,2510.1%Retail/WholesaleCVXChevron$233,872$233,872 ▲New Holding1,3980.1%EnergyFANGDiamondback Energy$232,931$232,931 ▲New Holding1,4570.1%EnergyDVNDevon Energy$231,020$231,020 ▲New Holding6,1770.1%EnergyVYMIVanguard International High Dividend Yield ETF$227,184$227,184 ▲New Holding3,0830.1%ETFCMGChipotle Mexican Grill$225,945$100,420 ▼-30.8%4,5000.1%Retail/WholesaleGOOGAlphabet$224,623$27,180 ▼-10.8%1,4380.1%Computer and TechnologyEOGEOG Resources$224,267$224,267 ▲New Holding1,7490.1%EnergyPSAPublic Storage$222,414$222,414 ▲New Holding7430.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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