Iron Financial LLC Top Holdings and 13F Report (2025) About Iron Financial LLCInvestment ActivityIron Financial LLC has $178.00 million in total holdings as of December 31, 2024.Iron Financial LLC owns shares of 104 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 5.78% of the portfolio was purchased this quarter.About 5.95% of the portfolio was sold this quarter.This quarter, Iron Financial LLC has purchased 108 new stocks and bought additional shares in 60 stocks.Iron Financial LLC sold shares of 29 stocks and completely divested from 12 stocks this quarter.Largest Holdings Apple $16,319,761CME Group $13,668,673Hartford Total Return Bond ETF $11,268,545Vanguard Total Stock Market ETF $11,154,026iShares Core 1-5 Year USD Bond ETF $10,349,368 Largest New Holdings this Quarter ISHARES BITCOIN TRUST ETF $569,864 HoldingTesla $391,725 HoldingVANECK BITCOIN ETF $315,333 HoldingARISTA NETWORKS INC $255,988 HoldingPALANTIR TECHNOLOGIES INC $226,890 Holding Largest Purchases this Quarter Schwab U.S. TIPS ETF 111,320 shares (about $2.88M)iShares Core 1-5 Year USD Bond ETF 33,589 shares (about $1.60M)Schwab US Dividend Equity ETF 48,756 shares (about $1.33M)Schwab International Dividend Equity ETF 38,196 shares (about $883.09K)ISHARES BITCOIN TRUST ETF 10,742 shares (about $569.86K) Largest Sales this Quarter PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund 13,843 shares (about $720.82K)Vanguard Total Stock Market ETF 1,653 shares (about $479.06K)VanEck Morningstar Wide Moat ETF 4,412 shares (about $409.10K)Hartford Total Return Bond ETF 10,447 shares (about $348.20K)Vanguard Intermediate-Term Treasury Index ETF 5,980 shares (about $346.84K) 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 PortfolioSectorAAPLApple$16,319,761$33,306 ▼-0.2%65,1709.2%Computer and TechnologyCMECME Group$13,668,673$20,901 ▼-0.2%58,8587.7%FinanceHTRBHartford Total Return Bond ETF$11,268,545$348,199 ▼-3.0%338,0906.3%ETFVTIVanguard Total Stock Market ETF$11,154,026$479,061 ▼-4.1%38,4876.3%ETFISTBiShares Core 1-5 Year USD Bond ETF$10,349,368$1,604,546 ▲18.3%216,6505.8%ManufacturingSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$9,378,184$184,004 ▼-1.9%131,2925.3%ETFSPYSPDR S&P 500 ETF Trust$7,976,889$11,721 ▲0.1%13,6114.5%FinanceACWViShares MSCI Global Min Vol Factor ETF$7,227,793$23,041 ▼-0.3%66,1894.1%ETFSCHPSchwab U.S. TIPS ETF$6,328,104$2,875,401 ▲83.3%244,9903.6%ETFSCHYSchwab International Dividend Equity ETF$4,894,888$883,090 ▲22.0%211,7172.7%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$4,538,022$48,597 ▼-1.1%181,1592.5%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$4,352,055$37,092 ▼-0.8%180,8082.4%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$3,714,943$125,024 ▼-3.3%124,4122.1%ETFMOATVanEck Morningstar Wide Moat ETF$3,586,804$409,104 ▼-10.2%38,6822.0%ETFVGITVanguard Intermediate-Term Treasury Index ETF$3,383,714$346,839 ▼-9.3%58,3401.9%ETFAMZNAmazon.com$3,053,690$34,225 ▲1.1%13,9191.7%Retail/WholesaleMSFTMicrosoft$3,049,157$37,514 ▼-1.2%7,2341.7%Computer and TechnologyJPMJPMorgan Chase & Co.$2,119,421$240 ▲0.0%8,8421.2%FinanceFBNDFidelity Total Bond ETF$2,092,208$42,447 ▼-2.0%46,6281.2%ETFCBOECboe Global Markets$2,049,829$19,541 ▼-0.9%10,4901.2%Financial ServicesNVDANVIDIA$2,004,431$96,690 ▼-4.6%14,9261.1%Computer and TechnologySCHDSchwab US Dividend Equity ETF$1,964,868$1,332,023 ▲210.5%71,9201.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,856,331$46,970 ▼-2.5%20,9071.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,582,176$1,160 ▼-0.1%46,3570.9%ETFVIGVanguard Dividend Appreciation ETF$1,412,141$85,970 ▼-5.7%7,2110.8%ETFVXUSVanguard Total International Stock ETF$1,233,980$9,252 ▼-0.7%20,9400.7%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,141,336$4,067 ▲0.4%29,7460.6%ETFABBVAbbVie$1,139,199$25,233 ▲2.3%6,4110.6%MedicalTAT&T$1,070,364$24,068 ▲2.3%47,0080.6%Computer and TechnologyPGProcter & Gamble$1,024,949$4,023 ▲0.4%6,1140.6%Consumer StaplesLTPZPIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund$994,820$720,821 ▼-42.0%19,1050.6%ETFCSCOCisco Systems$976,530$24,746 ▲2.6%16,4950.5%Computer and TechnologyCRWDCrowdStrike$975,841$26,688 ▲2.8%2,8520.5%Computer and TechnologyQQQInvesco QQQ$966,281$51,637 ▼-5.1%1,8900.5%FinanceGILDGilead Sciences$939,305$24,755 ▲2.7%10,1690.5%MedicalWMBWilliams Companies$934,867$35,611 ▲4.0%17,2740.5%Oils/EnergyXOMExxon Mobil$907,574$26,570 ▲3.0%8,4370.5%Oils/EnergyCLXClorox$895,168$24,523 ▲2.8%5,5120.5%Consumer StaplesCLColgate-Palmolive$851,474$27,182 ▲3.3%9,3660.5%Consumer StaplesSBUXStarbucks$835,551$88,327 ▲11.8%9,1570.5%Retail/WholesaleJNJJohnson & Johnson$822,132$4,628 ▲0.6%5,6850.5%MedicalPGRProgressive$820,186$27,795 ▲3.5%3,4230.5%FinanceUDRUDR$767,229$22,183 ▲3.0%17,6740.4%FinanceMOAltria Group$763,905$22,851 ▲3.1%14,6090.4%Consumer StaplesKMBKimberly-Clark$758,460$19,787 ▲2.7%5,7880.4%Consumer StaplesCAGConagra Brands$691,641$19,925 ▲3.0%24,9240.4%Consumer StaplesSMOTVanEck Morningstar SMID Moat ETF$650,076$31,127 ▲5.0%18,8590.4%ETFMETAMeta Platforms$631,6040.0%1,0790.4%Computer and TechnologyBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$614,947$109,299 ▼-15.1%26,4210.3%ETFIVOOVanguard S&P Mid-Cap 400 ETF$579,039$4,009 ▲0.7%5,4890.3%ETFCOSTCostco Wholesale$570,066$15,581 ▲2.8%6220.3%Retail/WholesaleISHARES BITCOIN TRUST ETF$569,864$569,864 ▲New Holding10,7420.3%SHS BEN INTGOOGLAlphabet$567,143$189 ▲0.0%2,9960.3%Computer and TechnologySCHBSchwab US Broad Market ETF$532,938$353,082 ▲196.3%23,4770.3%ETFBXBlackstone$516,918$27,243 ▼-5.0%2,9980.3%FinanceHDHome Depot$486,410$8,561 ▲1.8%1,2500.3%Retail/WholesaleBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$473,882$112,420 ▼-19.2%20,5410.3%ETFIWPiShares Russell Mid-Cap Growth ETF$464,032$12,168 ▼-2.6%3,6610.3%ETFBRK.BBerkshire Hathaway$459,1730.0%1,0130.3%FinanceMAAMid-America Apartment Communities$450,396$14,374 ▲3.3%2,9140.3%FinanceIWFiShares Russell 1000 Growth ETF$450,172$3,213 ▼-0.7%1,1210.3%ETFSCHOSchwab Short-Term U.S. Treasury ETF$443,065$191,061 ▲75.8%18,4150.2%ETFWMTWalmart$411,066$18,340 ▲4.7%4,5500.2%Retail/WholesaleEEMViShares MSCI Emerging Markets Min Vol Factor ETF$399,092$45,291 ▲12.8%6,8820.2%ETFCMGChipotle Mexican Grill$391,950$60,300 ▼-13.3%6,5000.2%Retail/WholesaleTSLATesla$391,725$391,725 ▲New Holding9700.2%Auto/Tires/TrucksCOMDirexion Auspice Broad Commodity Strategy ETF$385,313$1,501 ▲0.4%13,6060.2%ETFGOVTiShares U.S. Treasury Bond ETF$355,342$61,541 ▼-14.8%15,4630.2%ETFLULULululemon Athletica$336,521$6,501 ▲2.0%8800.2%Consumer DiscretionaryNEMNewmont$332,487$16,488 ▲5.2%8,9330.2%Basic MaterialsVUGVanguard Growth ETF$326,105$410 ▲0.1%7950.2%ETFTPRTapestry$318,942$13,589 ▲4.5%4,8820.2%Retail/WholesaleWWDWoodward$317,5300.0%1,9080.2%AerospaceVANECK BITCOIN ETF$315,333$315,333 ▲New Holding2,9830.2%SH BEN INTGOOGAlphabet$307,000$190 ▲0.1%1,6120.2%Computer and TechnologyDVYiShares Select Dividend ETF$300,847$1,838 ▲0.6%2,2910.2%ETFVVisa$278,4190.0%8810.2%Business ServicesUSHYiShares Broad USD High Yield Corporate Bond ETF$274,1960.0%7,4530.2%ETFINTCIntel$260,6500.0%13,0000.1%Computer and TechnologyCWSAdvisorShares Focused Equity ETF$259,0800.0%4,0000.1%ETFARISTA NETWORKS INC$255,988$255,988 ▲New Holding2,3160.1%COM SHSMCDMcDonald's$252,106$1,159 ▲0.5%8700.1%Retail/WholesaleSCHFSchwab International Equity ETF$241,471$119,255 ▲97.6%13,0520.1%ETFAXPAmerican Express$234,427$297 ▲0.1%7900.1%FinanceKOCoca-Cola$232,963$1,681 ▲0.7%3,7420.1%Consumer StaplesIBMInternational Business Machines$227,514$220 ▲0.1%1,0350.1%Computer and TechnologyPALANTIR TECHNOLOGIES INC$226,890$226,890 ▲New Holding3,0000.1%CL AABTAbbott Laboratories$224,358$565 ▲0.3%1,9840.1%MedicalFASTFastenal$222,917$6,616 ▲3.1%3,1000.1%Retail/WholesaleSYYSysco$221,707$5,734 ▲2.7%2,9000.1%Consumer StaplesQCOMQUALCOMM$218,732$461 ▲0.2%1,4240.1%Computer and TechnologyPHParker-Hannifin$217,523$7,632 ▲3.6%3420.1%Industrial ProductsGENGenesis Healthcare$213,975$6,297 ▲3.0%7,8150.1%Business ServicesJKHYJack Henry & Associates$211,412$5,259 ▲2.6%1,2060.1%Computer and TechnologyUSRTiShares Core U.S. REIT ETF$210,142$1,891 ▲0.9%3,6670.1%ETFBXPBoston Properties$208,636$7,361 ▲3.7%2,8060.1%FinanceHSTHost Hotels & Resorts$207,523$6,587 ▲3.3%11,8450.1%FinanceIPInternational Paper$204,413$204,413 ▲New Holding3,7980.1%Basic MaterialsDISWalt Disney$203,008$203,008 ▲New Holding1,8230.1%Consumer DiscretionaryIVZInvesco$202,392$5,943 ▲3.0%11,5780.1%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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