Sponsored

The Analysis of IRON Financial LLC's Holdings & P&L

Currently, IRON Financial LLC holds 145 types of securities in its portfolio with a total value $228.8M. In the most recent quarter, they have increased their positions in VSDM (+45.3K shares, valued at $3.5M), N/A (+287.6K shares, valued at $2.8M), JPLD (+25.8K shares, valued at $1.3M); decreased their positions in T (-25.9K shares, valued at $752.0K), SPY (-784 shares, valued at $509.9K), FANG (-2.3K shares, valued at $457.1K); initiated new positions in VSDM (+45.3K shares, valued at $3.5M), N/A (+287.6K shares, valued at $2.8M), JPLD (+25.8K shares, valued at $1.3M).

1M P&L

+6.2M+2.72%

3M P&L

+4.6M+1.98%

HY P&L

+13.4M+6.03%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A141.8M

64.2%

2Financial Data & Stock Exchanges20.1M

9.1%

3Consumer Electronics16.1M

7.3%

Top Industries by Stock Count

1N/A63 stocks

46.7%

2Oil & Gas E&P5 stocks

3.7%

3Semiconductors4 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CME CME GROUP INC58.3K shares-0.17%2026-03-312026-04-27

AAPL APPLE INC63.5K shares0.25%2026-03-312026-04-27

ISTB ISHARES TR330.6K shares-1.45%2026-03-312026-04-27

VTI VANGUARD INDEX FDS35.7K shares-1.15%2026-03-312026-04-27

SPTM SPDR SERIES TRUST128.8K shares0.09%2026-03-312026-04-27

SCHY SCHWAB STRATEGIC TR310.3K shares8.74%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T13.0K shares-5.71%2026-03-312026-04-27

HTRB HARTFORD FDS EXCHANGE TRADED246.2K shares-1.37%2026-03-312026-04-27

Sponsored

PULS PGIM ETF TR117.7K shares5.34%2026-03-312026-04-27

ACWV ISHARES INC48.4K shares-7.21%2026-03-312026-04-27

SCHD SCHWAB STRATEGIC TR172.9K shares19.84%2026-03-312026-04-27

SCHP SCHWAB STRATEGIC TR193.5K shares-1.25%2026-03-312026-04-27

ICSH ISHARES TR99.7K shares5.01%2026-03-312026-04-27

IBDR ISHARES TR153.8K shares-0.96%2026-03-312026-04-27

SPSB SPDR SERIES TRUST120.2K shares-1.08%2026-03-312026-04-27

NEAR ISHARES U S ETF TR69.6K shares47.05%2026-03-312026-04-27

Sponsored

VSDM VANGUARD MUN BD FDS45.3K sharesnew addition2026-03-312026-04-27

MOAT VANECK ETF TRUST33.8K shares0.22%2026-03-312026-04-27

NVDA NVIDIA CORPORATION18.1K shares16.24%2026-03-312026-04-27

CBOE CBOE GLOBAL MKTS INC10.4K shares0.32%2026-03-312026-04-27

AMZN AMAZON COM INC13.9K shares3.83%2026-03-312026-04-27

PUTNAM ETF TRUST PUTNAM ETF TRUST287.6K sharesnew addition2026-03-312026-04-27

JPM JPMORGAN CHASE & CO9.2K shares2.39%2026-03-312026-04-27

VGIT VANGUARD SCOTTSDALE FDS43.7K shares-1.30%2026-03-312026-04-27

Sponsored

MSFT MICROSOFT CORP6.8K shares5.11%2026-03-312026-04-27

SPDW SPDR INDEX SHS FDS43.8K shares-0.38%2026-03-312026-04-27

VIG VANGUARD SPECIALIZED FUNDS9.2K shares-2.46%2026-03-312026-04-27

FBND FIDELITY MERRIMACK STR TR39.5K shares-2.01%2026-03-312026-04-27

DIVB ISHARES TR32.2K shares0.51%2026-03-312026-04-27

VXUS VANGUARD STAR FDS21.3K shares-0.06%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON5.8K shares3.00%2026-03-312026-04-27

SPEM SPDR INDEX SHS FDS30.3K shares0.14%2026-03-312026-04-27

Sponsored

JPST J P MORGAN EXCHANGE TRADED F28.0K shares0.33%2026-03-312026-04-27

XOM EXXON MOBIL CORP8.3K shares-15.58%2026-03-312026-04-27

JPLD J P MORGAN EXCHANGE TRADED F25.8K sharesnew addition2026-03-312026-04-27

WMT WALMART INC10.5K shares154.35%2026-03-312026-04-27

META META PLATFORMS INC2.1K shares59.00%2026-03-312026-04-27

ALPHABET INC ALPHABET INC4.0K shares24.58%2026-03-312026-04-27

OXY OCCIDENTAL PETE CORP16.7K shares-9.51%2026-03-312026-04-27

JQUA J P MORGAN EXCHANGE TRADED F17.5K shares3.03%2026-03-312026-04-27

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.8K shares-1.95%2026-03-312026-04-27

USMV ISHARES TR11.2K shares-22.19%2026-03-312026-04-27

CIEN CIENA CORP2.6K sharesnew addition2026-03-312026-04-27

CRWD CROWDSTRIKE HLDGS INC2.5K shares30.19%2026-03-312026-04-27

TJX TJX COS INC NEW5.9K sharesnew addition2026-03-312026-04-27

ADSK AUTODESK INC3.8K sharesnew addition2026-03-312026-04-27

EXE EXPAND ENERGY CORPORATION8.3K shares-3.31%2026-03-312026-04-27

PG PROCTER & GAMBLE CO6.2K shares-0.19%2026-03-312026-04-27

Sponsored

PM PHILIP MORRIS INTL INC5.3K sharesnew addition2026-03-312026-04-27

FE FIRSTENERGY CORP17.0K sharesnew addition2026-03-312026-04-27

KHC KRAFT HEINZ CO37.0K shares15.88%2026-03-312026-04-27

IQLT ISHARES TR17.7K shares1.23%2026-03-312026-04-27

EDIV SPDR INDEX SHS FDS20.4K sharesnew addition2026-03-312026-04-27

ERIE ERIE INDTY CO3.1K shares38.00%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.6K shares5.14%2026-03-312026-04-27

LTPZ PIMCO ETF TR15.2K shares-31.67%2026-03-312026-04-27

Sponsored

DIVI FRANKLIN TEMPLETON ETF TR19.3K sharesnew addition2026-03-312026-04-27

CPB THE CAMPBELLS COMPANY33.7K shares28.64%2026-03-312026-04-27

TSLA TESLA INC2.0K shares10.89%2026-03-312026-04-27

COP CONOCOPHILLIPS5.5K shares-35.67%2026-03-312026-04-27

DG DOLLAR GEN CORP6.0K shares-20.99%2026-03-312026-04-27

STZ CONSTELLATION BRANDS INC4.7K shares125.41%2026-03-312026-04-27

ABBV ABBVIE INC3.1K shares-7.58%2026-03-312026-04-27

CAH CARDINAL HEALTH INC3.2K sharesnew addition2026-03-312026-04-27

Sponsored

VTV VANGUARD INDEX FDS3.2K shares0.00%2026-03-312026-04-27

IVOO VANGUARD ADMIRAL FDS INC5.5K shares0.14%2026-03-312026-04-27

DVY ISHARES TR4.0K shares0.61%2026-03-312026-04-27

WWD WOODWARD INC1.7K shares0.00%2026-03-312026-04-27

SCHB SCHWAB STRATEGIC TR23.4K shares-0.42%2026-03-312026-04-27

ALPHABET INC ALPHABET INC2.0K shares6.53%2026-03-312026-04-27

INTC INTEL CORP12.7K shares-5.22%2026-03-312026-04-27

BSJQ INVESCO EXCH TRD SLF IDX FD22.5K shares-29.46%2026-03-312026-04-27

Sponsored

IWF ISHARES TR1.2K shares-1.45%2026-03-312026-04-27

IBIT ISHARES BITCOIN TRUST ETF13.6K shares-6.87%2026-03-312026-04-27

HODL VANECK BITCOIN ETF24.7K shares6.10%2026-03-312026-04-27

MU MICRON TECHNOLOGY INC1.2K sharesnew addition2026-03-312026-04-27

DGRW WISDOMTREE TR4.7K shares-7.89%2026-03-312026-04-27

IWP ISHARES TR3.1K shares-2.32%2026-03-312026-04-27

BROADCOM INC BROADCOM INC1.3K shares105.98%2026-03-312026-04-27

EEMV ISHARES INC5.7K shares-31.98%2026-03-312026-04-27

Sponsored

T AT&T INC12.7K shares-67.07%2026-03-312026-04-27

VTEB VANGUARD MUN BD FDS7.4K shares0.56%2026-03-312026-04-27

FANG DIAMONDBACK ENERGY INC1.8K shares-56.07%2026-03-312026-04-27

GLD SPDR GOLD TR813 shares14.03%2026-03-312026-04-27

VUG VANGUARD INDEX FDS797 shares0.00%2026-03-312026-04-27

SGOV ISHARES TR3.5K sharesnew addition2026-03-312026-04-27

BLACKSTONE INC BLACKSTONE INC3.0K shares0.10%2026-03-312026-04-27

VYMI VANGUARD WHITEHALL FDS3.5K shares0.46%2026-03-312026-04-27

Sponsored

SCHF SCHWAB STRATEGIC TR13.1K shares0.00%2026-03-312026-04-27

DOW DOW HLDGS INC7.6K shares-22.35%2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC2.1K shares-8.55%2026-03-312026-04-27

IPKW INVESCO EXCH TRADED FD TR II5.6K shares40.91%2026-03-312026-04-27

F FORD MTR CO26.9K sharesnew addition2026-03-312026-04-27

GOVT ISHARES TR13.2K shares-1.37%2026-03-312026-04-27

CVX CHEVRON CORPORATION1.5K shares-7.91%2026-03-312026-04-27

LYB LYONDELLBASELL INDUSTRIES NV3.7K sharesnew addition2026-03-312026-04-27

Sponsored

STPZ PIMCO ETF TR5.5K shares0.16%2026-03-312026-04-27

V VISA INC984 shares8.37%2026-03-312026-04-27

IJR ISHARES TR2.4K shares0.00%2026-03-312026-04-27

COM DIREXION SHARES ETF TRUST8.6K shares-33.08%2026-03-312026-04-27

CF CF INDUSTRIES HOLD2.2K sharesnew addition2026-03-312026-04-27

APA CORPORATION APA CORPORATION6.8K shares-33.43%2026-03-312026-04-27

KO COCA COLA CO3.8K shares-1.03%2026-03-312026-04-27

REG REGENCY CTRS CORP3.8K sharesnew addition2026-03-312026-04-27

Sponsored

MCD MCDONALDS CORP884 shares0.45%2026-03-312026-04-27

USHY ISHARES TR7.5K shares0.00%2026-03-312026-04-27

VCIT VANGUARD SCOTTSDALE FDS3.3K shares-2.49%2026-03-312026-04-27

ADM ARCHER DANIELS MIDLAND CO3.7K shares-16.51%2026-03-312026-04-27

CAT CATERPILLAR INC378 sharesnew addition2026-03-312026-04-27

HD HOME DEPOT INC804 shares9.39%2026-03-312026-04-27

CWS ADVISORSHARES TR4.0K shares0.00%2026-03-312026-04-27

GLDM WORLD GOLD TR2.8K shares-27.24%2026-03-312026-04-27

Sponsored

AXP AMERICAN EXPRESS CO837 shares3.85%2026-03-312026-04-27

ABT ABBOTT LABORATORIES2.4K shares-1.64%2026-03-312026-04-27

TSM TAIWAN SEMICONDUCTOR MANUFAC727 sharesnew addition2026-03-312026-04-27

QQQM INVESCO EXCH TRADED FD TR II1.0K shares-21.25%2026-03-312026-04-27

ETFS GOLD TR ETFS GOLD TR5.5K shares-28.82%2026-03-312026-04-27

DDOG DATADOG INC2.1K shares13.06%2026-03-312026-04-27

SLV ISHARES SILVER TR3.4K sharesnew addition2026-03-312026-04-27

EIX EDISON INTL3.2K shares-22.34%2026-03-312026-04-27

Sponsored

IBM INTERNATIONAL BUSINESS MACHS950 shares1.17%2026-03-312026-04-27

EFA ISHARES TR2.3K shares-5.21%2026-03-312026-04-27

KMI KINDER MORGAN INC DEL6.8K sharesnew addition2026-03-312026-04-27

TROW PRICE T ROWE GROUP INC2.5K shares22.22%2026-03-312026-04-27

USRT ISHARES TR3.8K shares0.34%2026-03-312026-04-27

O REALTY INCOME CORP3.7K sharesnew addition2026-03-312026-04-27

BMY BRISTOL-MYERS SQUIBB CO3.7K sharesnew addition2026-03-312026-04-27

BEN FRANKLIN RESOURCES INC9.5K sharesnew addition2026-03-312026-04-27

Sponsored

EQR EQUITY RESIDENTIAL3.7K sharesnew addition2026-03-312026-04-27

QEFA SPDR INDEX SHS FDS2.4K sharesnew addition2026-03-312026-04-27

KIM KIMCO REALTY CORP9.6K sharesnew addition2026-03-312026-04-27

UDR UDR INC6.3K shares-2.10%2026-03-312026-04-27

HII HUNTINGTON INGALLS INDS INC564 sharesnew addition2026-03-312026-04-27

LW LAMB WESTON HLDGS INC5.0K sharesnew addition2026-03-312026-04-27

INVH INVITATION HOMES INC8.6K sharesnew addition2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC1.8K sharesnew addition2026-03-312026-04-27

Sponsored

PLD PROLOGIS INC.1.6K sharesnew addition2026-03-312026-04-27

MAA MID-AMER APT CMNTYS INC1.7K shares9.24%2026-03-312026-04-27

TPL TEXAS PACIFIC LAND CORPORATI427 shares-38.91%2026-03-312026-04-27

DOC HEALTHPEAK PROPERTIES INC12.3K sharesnew addition2026-03-312026-04-27

MS MORGAN STANLEY1.2K shares7.92%2026-03-312026-04-27

ALLE ALLEGION PLC1.4K sharesnew addition2026-03-312026-04-27

DNP DNP SELECT INCOME FD INC18.1K shares1.93%2026-03-312026-04-27

ABEV AMBEV SA17.9K sharesnew addition2026-03-312026-04-27

Sponsored

GPUS HYPERSCALE DATA INC15.0K shares0.00%2026-03-312026-04-27

CME

CME GROUP INC

-0.17%

Shares58.3K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

0.25%

Shares63.5K

Event2026-03-31

Filed2026-04-27

ISTB

ISHARES TR

-1.45%

Shares330.6K

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD INDEX FDS

-1.15%

Shares35.7K

Event2026-03-31

Filed2026-04-27

SPTM

SPDR SERIES TRUST

0.09%

Shares128.8K

Event2026-03-31

Filed2026-04-27

SCHY

SCHWAB STRATEGIC TR

8.74%

Shares310.3K

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

-5.71%

Shares13.0K

Event2026-03-31

Filed2026-04-27

HTRB

HARTFORD FDS EXCHANGE TRADED

-1.37%

Shares246.2K

Event2026-03-31

Filed2026-04-27

PULS

PGIM ETF TR

5.34%

Shares117.7K

Event2026-03-31

Filed2026-04-27

ACWV

ISHARES INC

-7.21%

Shares48.4K

Event2026-03-31

Filed2026-04-27

SCHD

SCHWAB STRATEGIC TR

19.84%

Shares172.9K

Event2026-03-31

Filed2026-04-27

SCHP

SCHWAB STRATEGIC TR

-1.25%

Shares193.5K

Event2026-03-31

Filed2026-04-27

ICSH

ISHARES TR

5.01%

Shares99.7K

Event2026-03-31

Filed2026-04-27

IBDR

ISHARES TR

-0.96%

Shares153.8K

Event2026-03-31

Filed2026-04-27

SPSB

SPDR SERIES TRUST

-1.08%

Shares120.2K

Event2026-03-31

Filed2026-04-27

NEAR

ISHARES U S ETF TR

47.05%

Shares69.6K

Event2026-03-31

Filed2026-04-27

VSDM

VANGUARD MUN BD FDS

New

Shares45.3K

Event2026-03-31

Filed2026-04-27

MOAT

VANECK ETF TRUST

0.22%

Shares33.8K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

16.24%

Shares18.1K

Event2026-03-31

Filed2026-04-27

CBOE

CBOE GLOBAL MKTS INC

0.32%

Shares10.4K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

3.83%

Shares13.9K

Event2026-03-31

Filed2026-04-27

PUTNAM ETF TRUST

New

Shares287.6K

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO

2.39%

Shares9.2K

Event2026-03-31

Filed2026-04-27

VGIT

VANGUARD SCOTTSDALE FDS

-1.30%

Shares43.7K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

5.11%

Shares6.8K

Event2026-03-31

Filed2026-04-27

SPDW

SPDR INDEX SHS FDS

-0.38%

Shares43.8K

Event2026-03-31

Filed2026-04-27

VIG

VANGUARD SPECIALIZED FUNDS

-2.46%

Shares9.2K

Event2026-03-31

Filed2026-04-27

FBND

FIDELITY MERRIMACK STR TR

-2.01%

Shares39.5K

Event2026-03-31

Filed2026-04-27

DIVB

ISHARES TR

0.51%

Shares32.2K

Event2026-03-31

Filed2026-04-27

VXUS

VANGUARD STAR FDS

-0.06%

Shares21.3K

Event2026-03-31

Filed2026-04-27

JNJ

JOHNSON & JOHNSON

3.00%

Shares5.8K

Event2026-03-31

Filed2026-04-27

SPEM

SPDR INDEX SHS FDS

0.14%

Shares30.3K

Event2026-03-31

Filed2026-04-27

JPST

J P MORGAN EXCHANGE TRADED F

0.33%

Shares28.0K

Event2026-03-31

Filed2026-04-27

XOM

EXXON MOBIL CORP

-15.58%

Shares8.3K

Event2026-03-31

Filed2026-04-27

JPLD

J P MORGAN EXCHANGE TRADED F

New

Shares25.8K

Event2026-03-31

Filed2026-04-27

WMT

WALMART INC

154.35%

Shares10.5K

Event2026-03-31

Filed2026-04-27