Ironwood Financial, LLC Portfolio Holdings
Ironwood Financial, LLC
- $476 Million
- Q4 2024
Ironwood Financial, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $476 Million distributed in 158 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 $57M, Apple Inc. with a value of $43.2M, Ishares S&P 500 Value ETF with a value of $18.7M, Ishares Core S&P Mid Cap ETF with a value of $18.5M, and Ishares S&P 500 Growth ETF with a value of $17.3M.
Examining the 13F form we can see an increase of $1.08M in the current position value, from $475M to 476M.
Below you can find more details about Ironwood Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$476 Million
ETFs: $358 Million
Technology: $55.6 Million
Consumer Cyclical: $13.3 Million
Healthcare: $13.2 Million
Communication Services: $8.65 Million
Financial Services: $6.21 Million
Consumer Defensive: $4.62 Million
Industrials: $3.74 Million
Other: $762,000
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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