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CIK: 0001595509
Total reported value
$242.3M
$242.3M
104 檔
25.9%
At the close of Q4 2024, IRON Financial LLC disclosed equity holdings valued at approximately $242.3M, spread across 104 reported holdings.
In Q4 2024, IRON Financial LLC adopted a defensive or profit-taking posture, trimming 19 positions and completely liquidating 12 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, CME, HTRB) accounted for 25.9% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.17% | +1.03% | -0.20% | |
| 2 | CME | Cme Group Inc | Stock-Financials | 7.68% | -2.22% | -0.15% | |
| 3 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 6.33% | -0.93% | -3.00% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.27% | +0.11% | -4.12% | |
| 5 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 5.81% | -0.43% | +18.35% | |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 5.27% | +0.32% | -1.92% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.48% | +0.08% | +0.15% | |
| 8 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 4.06% | -0.14% | -0.32% | |
| 9 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.56% | -0.55% | +83.28% | |
| 10 | SCHY | Schwab International Dvd ETF | ETF-Other | 2.75% | -0.13% | +22.01% | |
| 11 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 2.55% | — | -1.06% | |
| 12 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.44% | -0.14% | -0.85% | |
| 13 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 2.09% | -0.10% | -3.26% | |
| 14 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.02% | -0.01% | -10.24% | |
| 15 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.90% | -0.17% | -9.30% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.72% | +0.27% | +1.13% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.71% | -0.12% | -1.22% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.19% | +0.05% | +0.01% | |
| 19 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.18% | -0.05% | -1.99% | |
| 20 | CBOE | Cboe Global Markets Inc | Stock-Financials | 1.15% | -0.23% | -0.94% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.13% | +0.14% | -4.60% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.10% | +0.09% | +210.48% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.04% | -0.01% | -2.47% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.89% | +0.03% | -0.07% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.79% | +0.01% | -5.74% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.69% | +0.03% | -0.74% | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.64% | +0.03% | +0.36% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.64% | +0.01% | +2.27% | |
| 29 | T | At&t Inc | Stock-Comm Services | 0.60% | -0.05% | +2.30% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.58% | -0.02% | +0.39% | |
| 31 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 0.56% | -0.06% | -42.01% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.55% | +0.11% | NEW | |
| 33 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.55% | +0.40% | +2.81% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.54% | -0.13% | -5.07% | |
| 35 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.53% | — | +2.71% | |
| 36 | WMB | Williams Cos Inc | Stock-Energy | 0.53% | — | +3.96% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | -0.12% | +3.02% | |
| 38 | CLX | Clorox Company | Stock-Consumer Staples | 0.50% | — | +2.82% | |
| 39 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.48% | — | +3.30% | |
| 40 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.47% | — | +11.82% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | — | +0.57% | |
| 42 | PGR | Progressive CORP | Stock-Financials | 0.46% | — | +3.51% | |
| 43 | UDR | Udr Inc | Stock-Real Estate | 0.43% | +0.02% | +2.98% | |
| 44 | MO | Altria Group Inc | Stock-Consumer Staples | 0.43% | — | +3.08% | |
| 45 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.43% | — | +2.68% | |
| 46 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 0.39% | — | +2.97% | |
| 47 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 0.37% | — | +5.03% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.35% | -0.03% | — | |
| 49 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.35% | -0.02% | -15.09% | |
| 50 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 0.33% | +0.02% | +0.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ISTB | Ishares Core 1-5 Year Usd Bo | +1% | +18.35% | Add |
| 2 | AAPL | Apple Inc | +0.9% | -0.20% | Trim |
| 3 | CME | Cme Group Inc | +0.6% | -0.15% | Trim |
| 4 | IBIT | Ishares Bitcoin Trust ETF | +0.3% | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | +0.3% | +1.13% | Add |
| 6 | SCHY | Schwab International Dvd ETF | +0.3% | +22.01% | Add |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +0.15% | Add |
| 8 | TSLA | Tesla Inc | +0.2% | NEW | New buy |
| 9 | HODL | Vaneck Bitcoin ETF | +0.2% | NEW | New buy |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | +0.01% | Add |
| 11 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 12 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 13 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +2.81% | Add |
| 14 | WMB | Williams Cos Inc | +0.1% | +3.96% | Add |
| 15 | IP | International Paper Co | +0.1% | NEW | New buy |
| 16 | DIS | Walt Disney Co/the | +0.1% | NEW | New buy |
| 17 | NVDA | Nvidia CORP | +0.1% | -4.60% | Trim |
| 18 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -4.12% | Trim |
| 19 | CSCO | Cisco Systems Inc | +0.1% | +2.60% | Add |
| 20 | GILD | Gilead Sciences Inc | +0.1% | +2.71% | Add |
| 21 | LULU | Lululemon Athletica Inc | +0.1% | +1.97% | Add |
| 22 | MSFT | Microsoft CORP | — | -1.22% | Trim |
| 23 | SPSB | Ss Spdr P St C CORP ETF | 0% | -3.26% | Trim |
| 24 | FBND | Fidelity Total Bond ETF | 0% | -1.99% | Trim |
| 25 | CBOE | Cboe Global Markets Inc | 0% | -0.94% | Trim |
| 26 | VIG | Vanguard Dividend Apprec ETF | 0% | -5.74% | Trim |
| 27 | USMV | Ishares Msci USA Min Vol Fac | 0% | -2.47% | Trim |
| 28 | VXUS | Vanguard Total Intl Stock | -0.1% | -0.74% | Trim |
| 29 | BSJQ | Invesco Bulletshares 2026 Hy | -0.1% | -15.09% | Trim |
| 30 | BSJP | Invesco Bulletshares 2025 Hy | -0.1% | -19.17% | Trim |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.1% | -0.07% | Trim |
| 32 | NEM | Newmont CORP | -0.1% | +5.22% | Add |
| 33 | ACWV | Ishares Msci Global Min Vol | -0.1% | -0.32% | Trim |
| 34 | LLY | Eli Lilly & Co | -0.1% | EXIT | Sold out |
| 35 | TGT | Target CORP | -0.1% | EXIT | Sold out |
| 36 | PSA | Public Storage | -0.1% | EXIT | Sold out |
| 37 | MKTX | Marketaxess Holdings Inc | -0.1% | EXIT | Sold out |
| 38 | EFA | Ishares Msci Eafe ETF | -0.1% | EXIT | Sold out |
| 39 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 40 | BABA | Alibaba Group Holding-sp Adr | -0.2% | EXIT | Sold out |
| 41 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | EXIT | Sold out |
| 42 | BSJO | Invesco Bulletshares 2024 Hy | -0.2% | EXIT | Sold out |
| 43 | VGIT | Vanguard Intermediate-term T | -0.2% | -9.30% | Trim |
| 44 | MOAT | Vaneck Morningstar Wide Moat | -0.3% | -10.24% | Trim |
| 45 | HTRB | Hartford Ttl Rtrn Bnd ETF | -0.3% | -3.00% | Trim |
| 46 | SCHP | Schwab U.s. Tips ETF | -0.3% | +83.28% | Add |
| 47 | LTPZ | Pimco 15+ Yr US Tips Indx | -0.5% | -42.01% | Trim |
| 48 | TBLL | Invesco Short Term Treasury | -0.5% | EXIT | Sold out |
| 49 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.9% | EXIT | Sold out |
| 50 | BSCO | Invesco Bulletshares 2024 Cb | -1.2% | EXIT | Sold out |
According to official SEC Form 13F filings, IRON Financial LLC reported a total U.S. public equity portfolio value of $242.3M across 104 disclosed positions in Q4 2024.
During Q4 2024, IRON Financial LLC's top holdings by market value included AAPL (9.2%)、CME (7.7%)、HTRB (6.3%). The largest single position, AAPL, represented 9.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
IBIT
市值: $569.9K
Top Position Liquidated / Trimmed
BSCO
前期市值: $2.2M
In Q4 2024, IRON Financial LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 12 positions, trimming 19 holdings, and fully liquidating 12 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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