Iron Financial, LLC Incresed Positions in Q4 2024

Iron Financial, LLC

  • $176 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
33.6K
+ 18.35%
$47.58 - $48.56 $1.6M - $1.63M
217K $10.3M
AMZN
Amazon Com Inc

Consumer Cyclical
156
+ 1.13%
$180.88 - $232.93 $28.2K - $36.3K
13.9K $3.05M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
38.2K
+ 22.01%
$23.01 - $26.06 $879K - $995K
212K $4.89M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.01%
$205.18 - $250.29 $205 - $250
8.84K $2.12M
CRWD
Crowd Strike Holdings, Inc.

Technology
78
+ 2.81%
$275.15 - $388.2 $21.5K - $30.3K
2.85K $975K
SPY
Spdr S&P 500 ETF Trust

ETFs
20
+ 0.15%
$567.81 - $607.81 $11.4K - $12.2K
13.6K $7.98M
WMB
Williams Companies, Inc.

Energy
658
+ 3.96%
$46.37 - $59.74 $30.5K - $39.3K
17.3K $934K
CSCO
Cisco Systems, Inc.

Technology
418
+ 2.6%
$52.45 - $60.02 $21.9K - $25.1K
16.5K $976K
GILD
Gilead Sciences, Inc.

Healthcare
268
+ 2.71%
$83.95 - $97.9 $22.5K - $26.2K
10.2K $939K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
17
+ 1.97%
$260.53 - $404.79 $4.43K - $6.88K
880 $336K
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.03%
$161.86 - $196.66 $162 - $197
3K $567K
WMT
Walmart Inc.

Consumer Defensive
203
+ 4.67%
$79.1 - $95.7 $16.1K - $19.4K
4.55K $411K
T
At&T Inc.

Communication Services
1.06K
+ 2.3%
$21.22 - $23.88 $22.4K - $25.2K
47K $1.07M
MO
Altria Group, Inc.

Consumer Defensive
437
+ 3.08%
$49.06 - $57.74 $21.4K - $25.2K
14.6K $763K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.06%
$163.08 - $198.16 $163 - $198
1.61K $306K
SBUX
Starbucks Corp

Consumer Cyclical
968
+ 11.82%
$87.44 - $102.5 $84.6K - $99.2K
9.16K $834K
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 2.81%
$873.59 - $994.69 $14.9K - $16.9K
622 $569K
CLX
Clorox CO

Consumer Defensive
151
+ 2.82%
$156.51 - $169.74 $23.6K - $25.6K
5.51K $895K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.13%
$378.79 - $428.11 $379 - $428
795 $326K
AXP
American Express CO

Financial Services
1
+ 0.13%
$267.35 - $305.57 $267 - $306
790 $234K
EEMV
Ishares Msci Emerging Markets

ETFs
781
+ 12.8%
$57.85 - $63.11 $45.2K - $49.3K
6.88K $399K
PH
Parker Hannifin Corp

Industrials
12
+ 3.64%
$621.74 - $709.46 $7.46K - $8.51K
342 $217K
FAST
Fastenal CO

Industrials
92
+ 3.06%
$69.99 - $84.35 $6.44K - $7.76K
3.1K $222K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
48.8K
+ 210.48%
$26.93 - $84.95 $1.31M - $4.14M
71.9K $1.96M
HST
Host Hotels & Resorts, Inc.

Real Estate
376
+ 3.28%
$17.24 - $19.07 $6.48K - $7.17K
11.8K $207K
IVZ
Invesco Ltd.

Financial Services
340
+ 3.03%
$16.78 - $18.63 $5.71K - $6.33K
11.6K $202K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
15.6K
+ 196.31%
$22.01 - $66.82 $342K - $1.04M
23.5K $532K
JKHY
Henry Jack & Associates Inc

Technology
30
+ 2.55%
$171.12 - $186.18 $5.13K - $5.59K
1.21K $211K
NLOK
Norton Life Lock Inc.

Technology
230
+ 3.03%
N/A
7.82K $167K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
38
+ 0.7%
$104.52 - $115.08 $3.97K - $4.37K
5.49K $579K
MAA
Mid America Apartment Communities Inc.

Real Estate
93
+ 3.3%
$149.17 - $165.2 $13.9K - $15.4K
2.91K $450K
SYY
Sysco Corp

Consumer Defensive
75
+ 2.65%
$73.63 - $81.77 $5.52K - $6.13K
2.9K $221K
SMOT
Vaneck ETF Tr Morningstar Smid
903
+ 5.03%
N/A
18.9K $0
ABT
Abbott Laboratories

Healthcare
5
+ 0.25%
$111.93 - $119.39 $560 - $597
1.98K $224K
IBM
International Business Machines Corp

Technology
1
+ 0.1%
$204.9 - $238.04 $205 - $238
1.04K $227K
COM
Direxion Shs ETF Tr Auspice Br

ETFs
53
+ 0.39%
$28.24 - $29.18 $1.5K - $1.55K
13.6K $385K
DVY
Ishares Tr

ETFs
14
+ 0.61%
$129.55 - $143.41 $1.81K - $2.01K
2.29K $300K
BXP
Boston Properties Inc

Real Estate
99
+ 3.66%
$73.33 - $89.72 $7.26K - $8.88K
2.81K $208K
ABEV
Ambev S.A.

Consumer Defensive
454
+ 2.69%
$1.85 - $2.56 $840 - $1.16K
17.3K $32K
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.46%
$288.47 - $316.54 $1.15K - $1.27K
870 $252K
UDR
Udr, Inc.

Real Estate
511
+ 2.98%
$41.3 - $46.33 $21.1K - $23.7K
17.7K $767K
HD
Home Depot, Inc.

Consumer Cyclical
22
+ 1.79%
$385.02 - $431.37 $8.47K - $9.49K
1.25K $486K
USRT
Ishares Core U.S. Reit ETF

ETFs
33
+ 0.91%
$55.97 - $62.75 $1.85K - $2.07K
3.67K $210K
DNP
Dnp Select Income Fund Inc

Financial Services
333
+ 2.07%
$8.82 - $9.96 $2.94K - $3.32K
16.4K $144K
PGR
Progressive Corp

Financial Services
116
+ 3.51%
$239.6 - $268.88 $27.8K - $31.2K
3.42K $820K
QCOM
Qualcomm Inc

Technology
3
+ 0.21%
$150.4 - $178.04 $451 - $534
1.42K $218K
PG
Procter & Gamble CO

Consumer Defensive
24
+ 0.39%
$161.05 - $179.7 $3.87K - $4.31K
6.11K $1.03M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.45K
+ 97.58%
$18.41 - $40.87 $119K - $263K
13.1K $241K
KO
Coca Cola CO

Consumer Defensive
27
+ 0.73%
$61.74 - $71.71 $1.67K - $1.94K
3.74K $232K
Activity Summary
Buys All Purchases 68 New Holdings 8 Increased Positions 60 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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