Ironwood Wealth Management, Llc. Portfolio Holdings

Ironwood Wealth Management, Llc.

  • $325 Million
  • Q1 2025

Ironwood Wealth Management, Llc. has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $325 Million distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $53.2M, Vanguard Long Term Treasury Et with a value of $49.8M, Ishares Barclays with a value of $47.4M, Ishares Core S&P 500 ETF with a value of $37.7M, and Ishares Inc with a value of $28.4M.

Examining the 13F form we can see an increase of $2.13M in the current position value, from $323M to 325M.

Below you can find more details about Ironwood Wealth Management, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $325 Million
ETFs: $325 Million
Healthcare: $5,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$53.2 Million 16.35% of portfolio
702,759
Q1 2025 Added 1.2%
$0
$49.8 Million 15.33% of portfolio
865,136
Q1 2025 Added 0.42%
$0
$47.4 Million 14.58% of portfolio
497,272
Q1 2025 Added 2.89%
$0
$37.7 Million 11.58% of portfolio
67,006
Q1 2025 Added 1.36%
$0
$28.4 Million 8.72% of portfolio
528,775
Q1 2025 Added 1.91%
$0
$23.6 Million 7.26% of portfolio
1,140,976
Q1 2025 Added 1.97%
$0
$13.5 Million 4.14% of portfolio
230,697
Q1 2025 Added 3.47%
$0
$12.4 Million 3.8% of portfolio
118,209
Q1 2025 Added 3.21%
$0
$9.4 Million 2.89% of portfolio
258,170
Q1 2025 Reduced 3.25%
$0
$7.29 Million 2.24% of portfolio
69,148
Q1 2025 Reduced 7.31%
$0
$5.76 Million 1.77% of portfolio
261,032
Q1 2025 Reduced 11.4%
$0
$4.34 Million 1.33% of portfolio
106,461
Q1 2025 Reduced 10.3%
$0
$4.03 Million 1.24% of portfolio
124,689
Q1 2025 Reduced 3.09%
$0
$3.86 Million 1.19% of portfolio
97,994
Q1 2025 Reduced 4.77%
$0
$3.56 Million 1.1% of portfolio
165,463
Q1 2025 Reduced 1.54%
$0
$3.2 Million 0.98% of portfolio
30,319
Q1 2025 Reduced 11.52%
$0
$2.38 Million 0.73% of portfolio
4,263
Q1 2025 Reduced 2.6%
$0
$2.28 Million 0.7% of portfolio
115,383
Q1 2025 Reduced 28.67%
$0
$1.82 Million 0.56% of portfolio
65,978
Q1 2025 Reduced 0.68%
$0
$1.27 Million 0.39% of portfolio
54,218
Q1 2025 Reduced 0.87%
$0
$1.19 Million 0.36% of portfolio
43,564
Q1 2025 Added 145.51%
$0
$1.13 Million 0.35% of portfolio
43,005
Q1 2025 Reduced 14.68%
$0
$967,000 0.3% of portfolio
3,045
Q4 2024 Reduced 15.09%
$0
$844,000 0.26% of portfolio
10,213
Q1 2025 Reduced 17.38%
$0
$729,000 0.22% of portfolio
14,252
Q1 2025 Reduced 4.95%
$0
$567,000 0.17% of portfolio
2,065
Q1 2025 Added 12.53%
$0
$419,000 0.13% of portfolio
4,930
Q1 2025 Reduced 9.39%
$0
$383,000 0.12% of portfolio
8,464
Q1 2025 Added 0.86%
$0
$306,000 0.09% of portfolio
1,187
Q1 2025 Added 6.65%
$0
$294,000 0.09% of portfolio
2,534
Q1 2025 Added 7.46%
$0
$217,000 0.07% of portfolio
424
Q1 2025 Reduced 15.2%
$0
$196,000 0.06% of portfolio
4,495
Q4 2024 Added 1.47%
$0
$146,000 0.04% of portfolio
2,881
Q1 2025 Added 7.74%
$0
$69,000 0.02% of portfolio
3,441
Q1 2025 Reduced 88.24%
$0
$37,000 0.01% of portfolio
196
Q1 2025 Reduced 11.31%
$0
$21,000 0.01% of portfolio
1,037
Q4 2024 Added 1.07%
$0
$22,000 0.01% of portfolio
101
Q4 2024 Reduced 3.81%
$0
$18,000 0.01% of portfolio
182
Q1 2025 Added 8.98%
$0
$38,000 0.01% of portfolio
428
Q4 2024 New
$0
$3,000 0.0% of portfolio
80
Q2 2024 Reduced 51.81%
$2.99B
$5,000 0.0% of portfolio
390
Q2 2020 New

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $325 Million
  • Prior Value $323 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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