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  Name: Iron Financial LLC
  City: Northbrook
  State: IL
  Zip: 60062
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $179,400,000
  Total Value Change : $3,186,000
  Securities Held Change : 0
   
All Securities Held : 98
  New Positions : 19
  Closed Positions : 19
  Increased Positions : 39
  Unchanged Positions : 9
  Decreased Positions : 31

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Holdings Found : 9     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 39 - $455.80 $884,000 1,990 0.49% 69,000 0 0    Closed - End Fund - Debt
   (CMG)1 Year Chart         CMG Chipotle Mexican Grill Inc 65 - $3,172.80 $436,000 150 0.24% 93,000 0 0.001    Restaurants
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 69 - $345.48 $381,000 1,129 0.21% 39,000 0 0    Closed - End Fund - E...
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 70 - $539.81 $354,000 676 0.2% 27,000 0 0    Closed - End Fund - E...
   (WWD)1 Year Chart         WWD Woodward Inc 73 - $182.49 $294,000 1,908 0.16% 34,000 0 0.003    Industrial Electrical...
   (USHY)1 Year Chart         USHY Ishares Broad Usd High Yiel... 77 - $0.00 $273,000 7,453 0.15% 2,000 0 0.001    N/A
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 80 - $39.67 $259,000 6,625 0.14% 14,000 0 0.001    Closed - End Fund - Debt
   (CWS)1 Year Chart         CWS Advisorshares Focused Equit... 81 - $0.00 $255,000 4,000 0.14% 18,000 0 0.044    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc 83 - $179.54 $245,000 1,610 0.14% 18,000 0 0    Search Engines & Info...

      9 Records Found
  1    
Page 1 of 1
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