Fund HoldingsIRON Financial LLC

Total Portfolio Value
$178.39M
Total Bought
$20.20M
Total Sold
$21.94M
Net Transaction
-$1.74M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CME GROUP INC(CME)58,85858,782-7613,66915,5948.74%+1,926
SCHWAB STRATEGIC TR211,717238,910+27,1934,8956,0643.40%+1,169
JOHNSON & JOHNSON(JNJ)5,68510,578+4,8938221,7540.98%+932
LINDE PLC(LIN)01,894+1,89408820.49%+882
CONSTELLATION BRANDS INC(STZ)04,682+4,68208590.48%+859
MCDONALDS CORP(MCD)8703,544+2,6742521,1070.62%+855
ALLIANT ENERGY CORP(LNT)012,878+12,87808290.46%+829
AMCOR PLC(AMCR)082,149+82,14907970.45%+797
ZIMMER BIOMET HOLDINGS INC(ZBH)06,696+6,69607580.42%+758
SERVICENOW INC(NOW)0945+94507520.42%+752
HENRY JACK & ASSOC INC(JKHY)1,2064,870+3,6642118890.50%+678
ISHARES TR
MSCI INTL QUALTY
016,316+16,31606480.36%+648
CONOCOPHILLIPS(COP)05,421+5,42105690.32%+569
NEWMONT CORP(NEM)8,93318,621+9,6883328990.50%+567
DOMINION ENERGY INC(D)09,846+9,84605520.31%+552
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
09,468+9,46805350.30%+535
CDW CORP(CDW)03,325+3,32505330.30%+533
MID-AMER APT CMNTYS INC(MAA)2,9145,061+2,1474508480.48%+398
LAUDER ESTEE COS INC(EL)05,607+5,60703700.21%+370
CBOE GLOBAL MKTS INC(CBOE)10,49010,382-1082,0502,3491.32%+300
FASTENAL CO(FAST)3,1006,363+3,2632234930.28%+271
TEXAS PACIFIC LAND CORPORATI(TPL)0196+19602600.15%+260
ISHARES TR
CORE 1 5 YR USD
216,650219,188+2,53810,34910,5985.94%+248
DOLLAR TREE INC(DLTR)03,283+3,28302460.14%+246
MSCI INC(MSCI)0425+42502400.13%+240
BUNGE GLOBAL SA(BG)03,081+3,08102350.13%+235
TARGET CORP(TGT)02,251+2,25102350.13%+235
CHEVRON CORP NEW(CVX)01,398+1,39802340.13%+234
DIAMONDBACK ENERGY INC(FANG)01,457+1,45702330.13%+233
DEVON ENERGY CORP NEW(DVN)06,177+6,17702310.13%+231
VANGUARD WHITEHALL FDS03,083+3,08302270.13%+227
EOG RES INC(EOG)01,749+1,74902240.13%+224
PUBLIC STORAGE OPER CO(PSA)0743+74302220.12%+222
ETFS GOLD TR(SGOL)07,417+7,41702210.12%+221
HCA HEALTHCARE INC(HCA)0627+62702170.12%+217
IRON MTN INC DEL(IRM)02,483+2,48302140.12%+214
BERKSHIRE HATHAWAY INC DEL1,0131,257+2444596690.38%+210
ALIBABA GROUP HLDG LTD(BABA)01,582+1,58202090.12%+209
DOW INC(DOW)05,977+5,97702090.12%+209
ISHARES TR02,545+2,54502080.12%+208
NUCOR CORP(NUE)01,716+1,71602070.12%+207
SPDR GOLD TR(GLD)0713+71302050.12%+205
SCHWAB STRATEGIC TR71,92077,573+5,6531,9652,1691.22%+204
PALANTIR TECHNOLOGIES INC(PLTR)3,0004,600+1,6002273880.22%+161
PIMCO ETF TR
15+ YR US TIPS
020,493+20,49301,1240.63%+1,124
UDR INC(UDR)17,67419,778+2,1047678930.50%+126
SPDR INDEX SHS FDS
ST STR PO EX ETF
46,35746,294-631,5821,6860.94%+103
ISHARES TR
MSCI USA MIN ETF
20,90720,844-631,8561,9521.09%+96
JPMORGAN CHASE & CO.(JPM)8,8428,985+1432,1192,2041.24%+85
AT&T INC(T)47,00840,639-6,3691,0701,1490.64%+79
ISHARES INC6,8828,036+1,1543994690.26%+70
VANGUARD STAR FDS20,94020,944+41,2341,3010.73%+67
INTEL CORP(INTC)13,00013,500+5002613070.17%+46
ABBOTT LABS1,9841,988+42242640.15%+39
COCA COLA CO(KO)3,7423,74202332680.15%+35
WOODWARD INC(WWD)1,9081,90803183480.20%+31
VISA INC(V)88188102783090.17%+30
INTERNATIONAL BUSINESS MACHS(IBM)1,0351,025-102282550.14%+27
SPDR INDEX SHS FDS
ST PORT MARK ETF
29,74629,638-1081,1411,1670.65%+26
PROCTER AND GAMBLE CO(PG)6,1146,138+241,0251,0460.59%+21
DNP SELECT INCOME FD INC(DNP)16,42916,771+3421451660.09%+21
SCHWAB STRATEGIC TR13,05213,05202412580.14%+17
DIREXION SHS ETF TR13,60613,60603853990.22%+14
ISHARES TR2,2912,303+123013090.17%+8
ADVISORSHARES TR
ADVISORSHS ETF
4,0004,00002592620.15%+3
ISHARES TR3,6673,683+162102120.12%+2
QUALCOMM INC(QCOM)1,4241,427+32192190.12%0
ISHARES TR
BROAD USD HIGH
7,4537,45302742740.15%0
INTERNATIONAL PAPER CO(IP)3,7983,751-472042000.11%-4
ISHARES TR
US TREAS BD ETF
15,46315,054-4093553460.19%-9
META PLATFORMS INC(META)1,0791,07906326220.35%-10
VANGUARD SPECIALIZED FUNDS7,2117,212+11,4121,3990.78%-13
AMERICAN EXPRESS CO(AXP)790791+12342130.12%-22
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 26
26,42125,568-8536155930.33%-22
INVESCO EXCH TRD SLF IDX FD20,54119,514-1,0274744500.25%-24
SPDR SER TR
ST SHOR CORP ETF
124,412122,576-1,8363,7153,6902.07%-25
SCHWAB STRATEGIC TR23,47723,494+175335060.28%-27
GLOBALSTAR INC(GSAT)14,0000-14,000290-29
VANGUARD INDEX FDS795796+13262950.17%-31
AMBEV SA(ABEV)17,3430-17,343320-32
VANGUARD ADMIRAL FDS INC5,4895,506+175795430.30%-36
VANECK BITCOIN ETF(HODL)2,98311,954+8,9713152790.16%-37
ISHARES TR1,1211,12104504050.23%-45
ISHARES TR3,6613,509-1524644120.23%-52
VANECK ETF TRUST
MORN SMID MO ETF
18,85918,213-6466505970.33%-53
WALMART INC(WMT)4,5504,054-4964113560.20%-55
ISHARES BITCOIN TRUST ETF(IBIT)10,74210,847+1055705080.28%-62
SCHWAB STRATEGIC TR18,41515,004-3,4114433650.20%-78
INVESCO QQQ TR1,8901,891+19668870.50%-80
ALPHABET INC(GOOG)1,6121,438-1743072250.13%-82
LULULEMON ATHLETICA INC(LULU)880878-23372490.14%-88
TESLA INC(TSLA)9701,170+2003923030.17%-89
FIDELITY MERRIMACK STR TR46,62843,766-2,8622,0921,9981.12%-94
FORD MTR CO(F)10,0900-10,0901000-100
BLACKSTONE INC(BX)2,9982,962-365174140.23%-103
ALPHABET INC(GOOG)2,9962,972-245674600.26%-108
SCHWAB STRATEGIC TR0229,667+229,66706,1763.46%+6,176
CHIPOTLE MEXICAN GRILL INC(CMG)6,5004,500-2,0003922260.13%-166
VANECK ETF TRUST
MRNGSTR WDE MOAT
038,744+38,74403,4101.91%+3,410
INVESCO LTD(IVZ)11,5780-11,5782020-202
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