Iron Financial, LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $176 Million distributed in 113 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Cme Group Inc. with a value of $15.6M, Apple Inc. with a value of $14.4M, Hartford Fds Total Return Bd E with a value of $11M, Ihares Core 1 5 Years Usd Bond with a value of $10.6M, and Vanguard Total Stock Market Et with a value of $10.5M.
Examining the 13F form we can see an decrease of $100K in the current position value, from $176M to 176M.
Below you can find more details about Iron Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$176 Million
ETFs: $107 Million
Technology: $22.8 Million
Financial Services: $22.2 Million
Consumer Cyclical: $6.28 Million
Healthcare: $3.52 Million
Consumer Defensive: $3.38 Million
Communication Services: $2.45 Million
Energy: $2.3 Million
Other: $5.71 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions