Iron Financial, LLC Portfolio Holdings
Iron Financial, LLC
- $181 Million
- Q3 2024
Iron Financial, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $181 Million distributed in 108 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.2M, Cme Group Inc. with a value of $13M, Hartford Fds Total Return Bd E with a value of $12.2M, Vanguard Total Stock Market Et with a value of $11.4M, and Spdr Portfolio S&P 1500 Compos with a value of $9.38M.
Examining the 13F form we can see an increase of $4.69M in the current position value, from $177M to 181M.
Below you can find more details about Iron Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$181 Million
ETFs: $115 Million
Technology: $23.2 Million
Financial Services: $19.8 Million
Consumer Defensive: $6.82 Million
Consumer Cyclical: $5.4 Million
Healthcare: $3.68 Million
Communication Services: $2.39 Million
Real Estate: $1.86 Million
Other: $2.92 Million