Ironwood Financial, llc Q1 2025 Filing
Filed April 15, 2025
Portfolio Value
$466.3B
Holdings
160
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (160 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ORCLORACLE CORP | 4,270 | $597.0M | 0.13% | |
| 102 | LMTLOCKHEED MARTIN CORP | 1,314 | $587.0M | 0.13% | |
| 103 | SCHDSCHWAB STRATEGIC TR | 20,492 | $573.0M | 0.12% | |
| 104 | DFIVDIMENSIONAL ETF TRUST | 14,227 | $560.0M | 0.12% | |
| 105 | BMYBRISTOL-MYERS SQUIBB CO | 9,029 | $550.7M | 0.12% | |
| 106 | CMCSACOMCAST CORP NEW | 14,748 | $544.2M | 0.12% | |
| 107 | AQLTISHARES TR | 7,067 | $534.6M | 0.11% | |
| 108 | DFUSDIMENSIONAL ETF TRUST | 8,762 | $529.9M | 0.11% | |
| 109 | MRKMERCK & CO INC | 5,589 | $501.7M | 0.11% | |
| 110 | BABOEING CO | 2,893 | $493.4M | 0.11% | |
| 111 | ONEQFIDELITY COMWLTH TR | 7,133 | $485.5M | 0.10% | |
| 112 | BIIBBIOGEN INC | 3,535 | $483.7M | 0.10% | |
| 113 | SCHGSCHWAB STRATEGIC TR | 17,527 | $438.9M | 0.09% | |
| 114 | IYFISHARES TR | 3,854 | $435.0M | 0.09% | |
| 115 | IYEISHARES TR | 8,438 | $416.0M | 0.09% | |
| 116 | SPYMSPDR SER TR | 5,975 | $392.9M | 0.08% | |
| 117 | VIOOVANGUARD ADMIRAL FDS INC | 4,014 | $387.4M | 0.08% | |
| 118 | BSCVINVESCO EXCH TRD SLF IDX FD | 23,385 | $381.4M | 0.08% | |
| 119 | DFUVDIMENSIONAL ETF TRUST | 9,070 | $373.8M | 0.08% | |
| 120 | CITHE CIGNA GROUP | 1,113 | $366.2M | 0.08% | |
| 121 | ABTABBOTT LABS | 2,756 | $365.6M | 0.08% | |
| 122 | EEMISHARES TR | 8,259 | $360.9M | 0.08% | |
| 123 | CARTMAPLEBEAR INC | 9,036 | $360.4M | 0.08% | |
| 124 | AMHAMERICAN HOMES 4 RENT | 9,520 | $360.0M | 0.08% | |
| 125 | IBHHISHARES TR | 14,969 | $349.7M | 0.07% | |
| 126 | SYKSTRYKER CORPORATION | 939 | $349.5M | 0.07% | |
| 127 | SPYGSPDR SER TR | 4,250 | $341.6M | 0.07% | |
| 128 | GQ9SPDR GOLD TR | 1,181 | $340.3M | 0.07% | |
| 129 | DISDISNEY WALT CO | 3,197 | $315.5M | 0.07% | |
| 130 | IGVISHARES TR | 3,405 | $303.0M | 0.06% | |
| 131 | VGTVANGUARD WORLD FD | 540 | $292.9M | 0.06% | |
| 132 | VVISA INC | 835 | $292.6M | 0.06% | |
| 133 | SPYXSPDR SER TR | 6,293 | $287.9M | 0.06% | |
| 134 | BSJTINVESCO EXCH TRD SLF IDX FD | 13,441 | $283.3M | 0.06% | |
| 135 | METAMETA PLATFORMS INC | 489 | $282.0M | 0.06% | |
| 136 | XLYSELECT SECTOR SPDR TR | 1,379 | $272.3M | 0.06% | |
| 137 | PFFISHARES TR | 8,794 | $270.2M | 0.06% | |
| 138 | PEPPEPSICO INC | 1,800 | $269.9M | 0.06% | |
| 139 | SPMDSPDR SER TR | 5,155 | $263.8M | 0.06% | |
| 140 | OXYOCCIDENTAL PETE CORP | 5,314 | $262.3M | 0.06% | |
| 141 | TSLATESLA INC | 992 | $257.1M | 0.06% | |
| 142 | IEVISHARES TR | 4,386 | $255.3M | 0.05% | |
| 143 | IEDIISHARES U S ETF TR | 4,825 | $246.4M | 0.05% | |
| 144 | SLVISHARES SILVER TR | 7,948 | $246.3M | 0.05% | |
| 145 | XLCSELECT SECTOR SPDR TR | 2,552 | $246.1M | 0.05% | |
| 146 | TRVTRAVELERS COMPANIES INC | 911 | $240.9M | 0.05% | |
| 147 | SCHKSCHWAB STRATEGIC TR | 8,752 | $235.6M | 0.05% | |
| 148 | YUMCYUM CHINA HLDGS INC | 4,474 | $232.9M | 0.05% | |
| 149 | WFCWELLS FARGO CO NEW | 3,141 | $225.5M | 0.05% | |
| 150 | SPSMSPDR SER TR | 5,399 | $220.1M | 0.05% | |
| 151 | DFACDIMENSIONAL ETF TRUST | 6,472 | $213.5M | 0.05% | |
| 152 | SCHESCHWAB STRATEGIC TR | 7,699 | $212.3M | 0.05% | |
| 153 | OHIOMEGA HEALTHCARE INVS INC | 5,523 | $210.3M | 0.05% | |
| 154 | —WNS HLDGS LTD | 3,393 | $208.6M | 0.04% | |
| 155 | CHHCHOICE HOTELS INTL INC | 1,520 | $201.8M | 0.04% | |
| 156 | XOMEXXON MOBIL CORP | 1,685 | $200.4M | 0.04% | |
| 157 | GMREUSDGLOBAL MED REIT INC | 15,000 | $131.3M | 0.03% | |
| 158 | PBTPERMIAN BASIN RTY TR | 12,300 | $121.9M | 0.03% | |
| 159 | FSCOFS CREDIT OPPORTUNITIES CORP | 15,000 | $105.8M | 0.02% | |
| 160 | 0H8EACCELERATE DIAGNOSTICS INC | 20,313 | $14.2M | 0.00% |
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