Iron Financial, LLC Purchases in Q1 2025

Iron Financial, LLC

  • $176 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHY
Schwab Strategic Tr Intl Divid

ETFs
27.2K
+ 12.84%
$22.91 - $25.71 $623K - $699K
239K $6.06M
JNJ
Johnson & Johnson

Healthcare
4.89K
+ 86.07%
$142.06 - $167.7 $695K - $821K
10.6K $1.75M
STZ
Constellation Brands, Inc.

Consumer Defensive
4.68K
New
$161.05 - $222.93 $754K - $1.04M
4.68K $859K
MCD
Mcdonalds Corp

Consumer Cyclical
2.67K
+ 307.36%
$279.74 - $321.29 $748K - $859K
3.54K $1.11M
LNT
Alliant Energy Corp

Utilities
12.9K
New
$56.66 - $66.04 $730K - $850K
12.9K $828K
AMCR
Amcor PLC

Consumer Cyclical
82.1K
New
$9.33 - $10.39 $766K - $854K
82.1K $796K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
6.7K
New
$98.98 - $113.18 $663K - $758K
6.7K $757K
NOW
Service Now, Inc.

Technology
945
New
$783.83 - $1170.39 $741K - $1.11M
945 $752K
JKHY
Henry Jack & Associates Inc

Technology
3.66K
+ 303.81%
$166.47 - $191.28 $610K - $701K
4.87K $889K
IQLT
Ishares Msci Intl Quality Fact

ETFs
16.3K
New
$36.91 - $41.03 $602K - $669K
16.3K $647K
NEM
Newmont Corp

Basic Materials
9.69K
+ 108.45%
$37.79 - $48.39 $366K - $469K
18.6K $899K
D
Dominion Energy, Inc

Utilities
9.85K
New
$52.85 - $57.43 $520K - $565K
9.85K $552K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
9.47K
New
$55.41 - $60.74 $525K - $575K
9.47K $534K
CDW
Cdw Corp

Technology
3.33K
New
$160.26 - $206.13 $533K - $685K
3.33K $532K
MAA
Mid America Apartment Communities Inc.

Real Estate
2.15K
+ 73.68%
$146.9 - $170.92 $315K - $367K
5.06K $848K
EL
Estee Lauder Companies Inc

Consumer Defensive
5.61K
New
$64.26 - $85.48 $360K - $479K
5.61K $370K
FAST
Fastenal CO

Industrials
3.26K
+ 105.26%
$71.11 - $79.98 $232K - $261K
6.36K $493K
TPL
Texas Pacific Land Corp

Energy
196
New
$1180.08 - $1431.01 $231K - $280K
196 $259K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2.54K
+ 1.17%
$47.59 - $48.35 $121K - $123K
219K $10.6M
DLTR
Dollar Tree, Inc.

Consumer Defensive
3.28K
New
$61.92 - $76.95 $203K - $253K
3.28K $246K
MSCI
Msci Inc.

Financial Services
425
New
$541.46 - $628.34 $230K - $267K
425 $240K
TGT
Target Corp

Consumer Defensive
2.25K
New
$103.65 - $142.5 $233K - $321K
2.25K $234K
CVX
Chevron Corp

Energy
1.4K
New
$146.71 - $167.97 $205K - $235K
1.4K $233K
FANG
Diamondback Energy, Inc.

Energy
1.46K
New
$139.9 - $180.18 $204K - $263K
1.46K $232K
DVN
Devon Energy Corp

Energy
6.18K
New
$33.15 - $38.55 $205K - $238K
6.18K $231K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.08K
New
$67.08 - $76.14 $207K - $235K
3.08K $227K
EOG
Eog Resources Inc

Energy
1.75K
New
$120.54 - $138.05 $211K - $241K
1.75K $224K
PSA
Public Storage

Real Estate
743
New
$288.99 - $313.98 $215K - $233K
743 $222K
SGOL
Abrdn Gold ETF Trust

ETFs
7.42K
New
$25.14 - $29.82 $186K - $221K
7.42K $221K
HCA
Hca Healthcare, Inc.

Healthcare
627
New
$296.7 - $345.55 $186K - $217K
627 $216K
IRM
Iron Mountain Inc

Real Estate
2.48K
New
$82.79 - $111.31 $206K - $276K
2.48K $213K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
244
+ 24.09%
$442.66 - $534.52 $108K - $130K
1.26K $669K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.58K
New
$80.53 - $147.57 $127K - $233K
1.58K $209K
DOW
Dow Inc.

Basic Materials
5.98K
New
$34.36 - $41.92 $205K - $251K
5.98K $208K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.55K
New
$74.85 - $84.89 $190K - $216K
2.55K $208K
NUE
Nucor Corp

Basic Materials
1.72K
New
$114.48 - $142.52 $196K - $245K
1.72K $206K
GLD
Spdr Gold Trust

ETFs
713
New
$243.19 - $288.14 $173K - $205K
713 $205K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.65K
+ 7.86%
$27.01 - $28.54 $153K - $161K
77.6K $2.17M
PLTR
Palantir Technologies Inc.

Technology
1.6K
+ 53.33%
$64.98 - $124.62 $104K - $199K
4.6K $388K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
1.39K
+ 7.27%
$50.99 - $55.74 $70.8K - $77.4K
20.5K $1.12M
UDR
Udr, Inc.

Real Estate
2.1K
+ 11.9%
$40.09 - $46.04 $84.3K - $96.9K
19.8K $893K
JPM
Jpmorgan Chase & CO

Financial Services
143
+ 1.62%
$225.19 - $279.95 $32.2K - $40K
8.99K $2.2M
EEMV
Ishares Msci Emerging Markets

ETFs
1.15K
+ 16.77%
$57.07 - $59.29 $65.9K - $68.4K
8.04K $468K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4
+ 0.02%
$58.01 - $64.46 $232 - $258
20.9K $1.3M
INTC
Intel Corp

Technology
500
+ 3.85%
$19.1 - $27.39 $9.55K - $13.7K
13.5K $306K
ABT
Abbott Laboratories

Healthcare
4
+ 0.2%
$111.1 - $140.22 $444 - $561
1.99K $263K
PG
Procter & Gamble CO

Consumer Defensive
24
+ 0.39%
$158.56 - $176.26 $3.81K - $4.23K
6.14K $1.05M
DNP
Dnp Select Income Fund Inc

Financial Services
342
+ 2.08%
$8.93 - $9.92 $3.05K - $3.39K
16.8K $165K
DVY
Ishares Tr

ETFs
12
+ 0.52%
$128.58 - $138.1 $1.54K - $1.66K
2.3K $309K
Activity Summary
Buys All Purchases 67 New Holdings 31 Increased Positions 36 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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