Iron Financial, LLC Incresed Positions in Q2 2025

Iron Financial, LLC

  • $188 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
350
+ 0.92%
$243.75 - $303.93 $85.3K - $106K
38.6K $11.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
114
+ 0.82%
$496.48 - $617.85 $56.6K - $70.4K
13.9K $8.62M
NVDA
Nvidia Corp

Technology
572
+ 3.81%
$94.31 - $157.99 $53.9K - $90.4K
15.6K $2.46M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
7.36K
+ 3.08%
$23.14 - $27.82 $170K - $205K
246K $6.74M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
8.79K
+ 92.8%
$50.39 - $60.05 $443K - $528K
18.3K $1.1M
CRWD
Crowd Strike Holdings, Inc.

Technology
281
+ 13.32%
$321.63 - $509.31 $90.4K - $143K
2.39K $1.22M
AMZN
Amazon Com Inc

Consumer Cyclical
108
+ 0.78%
$167.32 - $223.3 $18.1K - $24.1K
14K $3.07M
JPM
Jpmorgan Chase & CO

Financial Services
65
+ 0.72%
$210.28 - $289.91 $13.7K - $18.8K
9.05K $2.62M
VIG
Vanguard Dividend Appreciation

ETFs
2.23K
+ 30.92%
N/A
9.44K $1.72M
QQQ
Invesco Qqq Trust, Series 1

ETFs
204
+ 10.79%
$416.06 - $551.64 $84.9K - $113K
2.1K $1.16M
META
Meta Platforms, Inc.

Communication Services
44
+ 4.08%
$484.66 - $738.09 $21.3K - $32.5K
1.12K $828K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
123
+ 0.27%
$32.66 - $40.75 $4.02K - $5.01K
46.4K $1.88M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.93K
+ 0.88%
$47.89 - $48.65 $92.6K - $94K
221K $10.8M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
102
+ 0.49%
$55.54 - $69.09 $5.67K - $7.05K
21K $1.45M
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.57K
+ 9.62%
$35.9 - $43.76 $56.3K - $68.7K
17.9K $772K
IWF
Ishares Russell 1000 Gr ETF

ETFs
120
+ 10.7%
$320.42 - $424.58 $38.5K - $50.9K
1.24K $526K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
479
+ 1.62%
$34.72 - $42.74 $16.6K - $20.5K
30.1K $1.29M
WWD
Woodward, Inc.

Industrials
2
+ 0.1%
$157.29 - $247.55 $315 - $495
1.91K $468K
T
At&T Inc.

Communication Services
2.83K
+ 6.95%
$26.33 - $28.94 $74.4K - $81.8K
43.5K $1.26M
GOOGL
Alphabet Inc.

Communication Services
216
+ 7.27%
$144.7 - $178.6 $31.3K - $38.6K
3.19K $561K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
3.8K
+ 19.46%
$22.87 - $23.14 $86.9K - $87.9K
23.3K $537K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
301
+ 23.95%
$483.48 - $539.8 $146K - $162K
1.56K $756K
EL
Estee Lauder Companies Inc

Consumer Defensive
1
+ 0.02%
$50.06 - $80.8 $50.1 - $80.8
5.61K $453K
DLTR
Dollar Tree, Inc.

Consumer Defensive
33
+ 1.01%
$67.22 - $100.51 $2.22K - $3.32K
3.32K $328K
TSLA
Tesla, Inc.

Consumer Cyclical
29
+ 2.48%
$221.86 - $362.89 $6.43K - $10.5K
1.2K $380K
ABBV
Abb Vie Inc.

Healthcare
674
+ 26.84%
$170.16 - $206.27 $115K - $139K
3.19K $591K
CDW
Cdw Corp

Technology
8
+ 0.24%
$144.49 - $190.68 $1.16K - $1.53K
3.33K $595K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
15
+ 0.06%
$19.1 - $23.83 $287 - $357
23.5K $560K
IBM
International Business Machines Corp

Technology
12
+ 1.17%
$221.03 - $294.78 $2.65K - $3.54K
1.04K $305K
WMT
Walmart Inc.

Consumer Defensive
71
+ 1.75%
$81.79 - $99.98 $5.81K - $7.1K
4.13K $403K
IRM
Iron Mountain Inc

Real Estate
34
+ 1.37%
$76.93 - $105.25 $2.62K - $3.58K
2.52K $258K
ABT
Abbott Laboratories

Healthcare
274
+ 13.78%
$123.95 - $138.08 $34K - $37.8K
2.26K $307K
AXP
American Express CO

Financial Services
1
+ 0.13%
$231.39 - $318.98 $231 - $319
792 $252K
FAST
Fastenal CO

Industrials
6.33K
+ 99.5%
$40.65 - $83.16 $257K - $526K
12.7K $533K
EEMV
Ishares Msci Emerging Markets

ETFs
12
+ 0.15%
$54.12 - $62.8 $649 - $754
8.05K $505K
GOOG
Alphabet Inc.

Communication Services
28
+ 1.95%
$146.58 - $180.01 $4.1K - $5.04K
1.47K $260K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
9
+ 0.16%
$86.58 - $104.98 $779 - $945
5.52K $578K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
18
+ 0.14%
$17.76 - $22.1 $320 - $398
13.1K $288K
BX
Blackstone Inc.

Financial Services
3
+ 0.1%
$120.07 - $151.11 $360 - $453
2.97K $443K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
41
+ 1.33%
$65.84 - $80.81 $2.7K - $3.31K
3.12K $250K
NUE
Nucor Corp

Basic Materials
33
+ 1.92%
$103.22 - $131.43 $3.41K - $4.34K
1.75K $226K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
734
+ 0.48%
N/A
153K $3.63M
V
Visa Inc.

Financial Services
21
+ 2.38%
$308.27 - $373.31 $6.47K - $7.84K
902 $320K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
151
+ 0.59%
$22.66 - $23.41 $3.42K - $3.53K
25.7K $600K
QCOM
Qualcomm Inc

Technology
1
+ 0.07%
$124.66 - $159.48 $125 - $159
1.43K $227K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
42
+ 0.1%
$44.68 - $45.96 $1.88K - $1.93K
43.8K $2M
HD
Home Depot, Inc.

Consumer Cyclical
19
+ 2.65%
$335.24 - $380.78 $6.37K - $7.23K
736 $269K
MSCI
Msci Inc.

Financial Services
2
+ 0.47%
$506.56 - $576.74 $1.01K - $1.15K
427 $246K
SBUX
Starbucks Corp

Consumer Cyclical
265
+ 8.96%
$79.69 - $99.41 $21.1K - $26.3K
3.22K $295K
Activity Summary
Buys All Purchases 84 New Holdings 12 Increased Positions 72 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 2 Puts 3
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