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CIK: 0001595509
Total reported value
$242.3M
$242.3M
113 檔
25.6%
During the Q1 2025 filing period, IRON Financial LLC (CIK: 0001595509) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $242.3M across 113 reported positions.
In Q1 2025, IRON Financial LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CME | Cme Group Inc | Stock-Financials | 8.74% | -2.22% | -0.13% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.05% | +1.03% | -0.75% | |
| 3 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 6.19% | -0.93% | -3.55% | |
| 4 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 5.94% | -0.43% | +1.17% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.89% | +0.11% | -0.68% | |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 5.07% | +0.32% | +1.20% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.34% | +0.08% | +1.62% | |
| 8 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 3.67% | -0.14% | -15.04% | |
| 9 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.46% | -0.55% | -6.25% | |
| 10 | SCHY | Schwab International Dvd ETF | ETF-Other | 3.40% | -0.13% | +12.84% | |
| 11 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 2.16% | — | -15.24% | |
| 12 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 2.07% | -0.10% | -1.48% | |
| 13 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.06% | -0.14% | -15.99% | |
| 14 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.91% | -0.01% | +0.16% | |
| 15 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.76% | -0.17% | -9.65% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.51% | -0.12% | -0.68% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.48% | +0.27% | -0.36% | |
| 18 | CBOE | Cboe Global Markets Inc | Stock-Financials | 1.32% | -0.23% | -1.03% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.24% | +0.05% | +1.62% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.22% | +0.09% | +7.86% | |
| 21 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.12% | -0.05% | -6.14% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.09% | -0.01% | -0.30% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.98% | — | +86.07% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.94% | +0.03% | -0.14% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | +0.14% | +0.67% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.78% | +0.01% | +0.01% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.73% | +0.03% | +0.02% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.65% | +0.03% | -0.36% | |
| 29 | T | At&t Inc | Stock-Comm Services | 0.64% | -0.05% | -13.55% | |
| 30 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 0.63% | -0.06% | +7.27% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.62% | -0.01% | +307.36% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | -0.02% | +0.39% | |
| 33 | NEM | Newmont CORP | Stock-Materials | 0.50% | — | +108.45% | |
| 34 | UDR | Udr Inc | Stock-Real Estate | 0.50% | +0.02% | +11.90% | |
| 35 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.50% | — | +303.81% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.50% | -0.13% | +0.05% | |
| 37 | LIN | Linde plc | Stock-Materials | 0.49% | — | — | |
| 38 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.48% | -0.02% | — | |
| 39 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.48% | +0.01% | +73.68% | |
| 40 | LNT | Alliant Energy CORP | Stock-Utilities | 0.46% | — | — | |
| 41 | AMCR | Amcor plc | Stock-Consumer Disc | 0.45% | — | — | |
| 42 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 0.42% | — | — | |
| 43 | NOW | Servicenow Inc | Stock-Tech | 0.42% | — | — | |
| 44 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.42% | +0.40% | -26.05% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.03% | +24.09% | |
| 46 | IQLT | Ishares Msci International Q | ETF-Other | 0.36% | — | — | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.35% | -0.03% | — | |
| 48 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 0.33% | — | -3.43% | |
| 49 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.33% | -0.02% | -3.23% | |
| 50 | COP | Conocophillips | Stock-Energy | 0.32% | -0.07% | — |
According to official SEC Form 13F filings, IRON Financial LLC reported a total U.S. public equity portfolio value of $242.3M across 113 disclosed positions in Q1 2025.
During Q1 2025, IRON Financial LLC's top holdings by market value included CME (8.7%)、AAPL (8.1%)、HTRB (6.2%). The largest single position, CME, represented 8.7% 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.
In terms of portfolio concentration, the top 5 core holdings (including CME, AAPL, HTRB) accounted for 25.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
CME
市值: $15.6M
In Q1 2025, IRON Financial LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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