Fund HoldingsIRON Financial LLC

Total Portfolio Value
$179.41M
Total Bought
$13.02M
Total Sold
$17.19M
Net Transaction
-$4.16M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
CONOCOPHILLIPS(COP)06,239+6,23907940.44%+794
VANGUARD INDEX FDS41,82241,193-6299,92110,7065.97%+785
TJX COS INC NEW(TJX)07,418+7,41807520.42%+752
PIONEER NAT RES CO02,781+2,78107300.41%+730
COTERRA ENERGY INC025,982+25,98207240.40%+724
STARBUCKS CORP(SBUX)07,850+7,85007170.40%+717
PHILIP MORRIS INTL INC(PM)07,799+7,79907150.40%+715
FASTENAL CO(FAST)09,157+9,15707060.39%+706
SYSCO CORP(SYY)08,576+8,57606960.39%+696
EQUITY RESIDENTIAL(EQR)010,780+10,78006800.38%+680
YUM BRANDS INC(YUM)04,878+4,87806760.38%+676
SPDR SER TR
ST STR PR SP1500
150,754147,141-3,6138,8129,4395.26%+628
META PLATFORMS INC(META)1,0281,971+9433649570.53%+593
NVIDIA CORPORATION(NVDA)1,6851,560-1258341,4090.79%+575
WALMART INC(WMT)2,43315,200+12,7673849150.51%+531
SPDR S&P 500 ETF TR(SPY)13,74713,279-4686,5346,9463.87%+412
QUALCOMM INC(QCOM)02,291+2,29103880.22%+388
SCHWAB STRATEGIC TR97,547114,507+16,9602,3992,7781.55%+379
CME GROUP INC(CME)74,20674,252+4615,62815,9868.91%+358
AMAZON COM INC(AMZN)14,09613,785-3112,1422,4871.39%+345
COSTCO WHSL CORP NEW(COST)500905+4053306630.37%+333
HASBRO INC(HAS)9,48513,878+4,3934847840.44%+300
ELI LILLY & CO(LLY)0295+29502300.13%+230
MERCK & CO INC(MRK)01,731+1,73102280.13%+228
APPLIED MATLS INC01,058+1,05802180.12%+218
DISNEY WALT CO(DIS)01,671+1,67102040.11%+204
3M CO(MMM)01,927+1,92702040.11%+204
FIDELITY NATL INFORMATION SV(FIS)02,701+2,70102000.11%+200
BRISTOL-MYERS SQUIBB CO(BMY)10,47013,530+3,0605377340.41%+197
JPMORGAN CHASE & CO(JPM)9,3118,857-4541,5841,7740.99%+190
ISHARES INC69,75668,238-1,5187,0007,1834.00%+183
KEYCORP(KEY)011,461+11,46101810.10%+181
MICROSOFT CORP(MSFT)8,1657,699-4663,0713,2391.81%+169
BERKSHIRE HATHAWAY INC DEL2,1422,200+587649250.52%+161
SCHWAB STRATEGIC TR21,67822,152+4741,6501,7861.00%+136
VANGUARD SPECIALIZED FUNDS8,1338,157+241,3861,4890.83%+104
PROCTER AND GAMBLE CO(PG)5,9956,027+328799780.55%+99
CHIPOTLE MEXICAN GRILL INC(CMG)15015003434360.24%+93
ISHARES TR
MSCI USA MIN ETF
021,890+21,89001,8301.02%+1,830
VANECK ETF TRUST
MRNGSTR WDE MOAT
45,68443,918-1,7663,8773,9482.20%+71
ABBVIE INC(ABBV)2,5092,520+113894590.26%+70
INVESCO QQQ TR1,9901,99008158840.49%+69
ALPHABET INC(GOOG)2,8343,021+1873964560.25%+60
SPDR INDEX SHS FDS
ST STR PO EX ETF
48,69747,871-8261,6561,7160.96%+59
NOVO-NORDISK A S(NVO)2,2702,283+132352930.16%+58
HOME DEPOT INC(HD)1,1901,220+304134680.26%+55
CBOE GLOBAL MKTS INC(CBOE)10,61110,612+11,8951,9501.09%+55
VANGUARD ADMIRAL FDS INC5,4215,432+115095600.31%+50
SCHWAB STRATEGIC TR8,2858,291+64615060.28%+45
VISA INC(V)769877+1082002450.14%+45
ISHARES TR1,1291,12903423810.21%+38
SPDR INDEX SHS FDS
ST PORT MARK ETF
29,88630,251+3651,0581,0950.61%+37
WOODWARD INC(WWD)1,9081,90802602940.16%+34
EXXON MOBIL CORP2,1802,161-192182510.14%+33
AMBEV SA(ABEV)013,377+13,3770330.02%+33
FORD MTR CO DEL(F)23,01723,520+5032813120.17%+32
COLGATE PALMOLIVE CO(CL)9,5248,762-7627597890.44%+30
VANGUARD WORLD FD
INF TECH ETF
67667603273540.20%+27
ISHARES TR4,3274,196-1314524790.27%+27
VANGUARD INDEX FDS791792+12462720.15%+27
INVESCO EXCH TRD SLF IDX FD35,12835,698+5707988190.46%+21
ESSEX PPTY TR INC(ESS)2,7522,870+1186827030.39%+20
ALPHABET INC(GOOG)1,6101,61002272450.14%+18
ADVISORSHARES TR
ADVISORSHS ETF
4,0004,00002372550.14%+17
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 26
41,85442,440+5869689840.55%+16
ISHARES TR183,009183,252+2434,5314,5462.53%+15
ISHARES TR2,2482,256+82632780.15%+14
JOHNSON & JOHNSON(JNJ)5,5675,606+398738870.49%+14
SCHWAB STRATEGIC TR6,6256,62502452590.14%+14
DNP SELECT INCOME FD INC(DNP)15,07915,413+3341281400.08%+12
ISHARES INC4,8884,969+812722810.16%+9
ABBOTT LABS1,9491,954+52152220.12%+8
TARGET CORP(TGT)1,8181,492-3262592640.15%+6
INVESCO EXCH TRADED FD TR II
SHORT TERM ETF
11,04911,111+621,1671,1720.65%+5
ISHARES TR19,33619,451+1154494530.25%+5
INVESCO LTD(IVZ)11,10312,116+1,0131982010.11%+3
ISHARES TR12,57312,615+423133160.18%+3
BLACKSTONE INC(BX)3,1423,147+54114130.23%+2
ISHARES TR
BROAD USD HIGH
7,4537,45302712730.15%+2
ISHARES TR2,7922,607-1852102080.12%-2
ISHARES TR
CORE UNIVRSL USD
36,74836,970+2221,6931,6850.94%-8
FIDELITY MERRIMACK STR TR49,43649,908+4722,2762,2611.26%-15
DIREXION SHS ETF TR15,66913,864-1,8054363920.22%-43
SCHWAB STRATEGIC TR142,886142,065-8217,4597,4104.13%-49
SCHWAB STRATEGIC TR13,46712,498-9696526030.34%-50
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
68,05368,078+254,0373,9862.22%-51
ISHARES TR
US TREAS BD ETF
67,71365,977-1,7361,5601,5020.84%-58
ISHARES TR
CORE 1 5 YR USD
165,268164,289-9797,8607,7944.34%-66
INVESCO EXCH TRD SLF IDX FD219,139214,407-4,7324,5774,4962.51%-81
INTEL CORP(INTC)13,42313,300-1236755870.33%-87
ISHARES TR
IBONDS DEC2026
187,468182,318-5,1504,4804,3482.42%-132
AMCOR PLC(AMCR)16,1690-16,1691560-156
INVESCO EXCH TRD SLF IDX FD44,35037,341-7,0091,0078490.47%-159
HARTFORD FDS EXCHANGE TRADED
TOTAL RTRN ETF
362,778360,795-1,98312,34512,1736.79%-172
PIMCO ETF TR
15+ YR US TIPS
34,33931,768-2,5711,9461,7650.98%-181
ALIBABA GROUP HLDG LTD(BABA)2,5840-2,5842000-200
OCCIDENTAL PETE CORP(OXY)3,4370-3,4372050-205
PACKAGING CORP AMER(PKG)1,2680-1,2682070-207
CENCORA INC1,0310-1,0312120-212
TESLA INC(TSLA)1,3290-1,3293300-330
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