Ironwood Financial, LLC Portfolio Holdings
Ironwood Financial, LLC
- $475 Million
- Q3 2024
Ironwood Financial, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $475 Million distributed in 151 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $60.5M, Apple Inc. with a value of $40.6M, Ishares S&P 500 Value ETF with a value of $20.5M, Ishares Core S&P Mid Cap ETF with a value of $18.5M, and Ishares S&P 500 Growth ETF with a value of $16.5M.
Examining the 13F form we can see an increase of $29.7M in the current position value, from $445M to 475M.
Below you can find more details about Ironwood Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$475 Million
ETFs: $361 Million
Technology: $53.1 Million
Healthcare: $14.7 Million
Consumer Cyclical: $12.3 Million
Communication Services: $7.74 Million
Financial Services: $5.29 Million
Consumer Defensive: $4.43 Million
Industrials: $3.74 Million
Other: $857,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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