Iron Financial LLC
IRON FINANCIAL LLC is an SEC-registered investment advisory and asset management firm headquartered in Northbrook, Illinois. Founded in 1994, the firm manages investment portfolios and provides financial advisory services primarily to individuals, high net worth individuals, pension/profit sharing plans, and other institutions. With approximately 10–11 employees, the firm is focused on serving U.S.-based clients and is known for its discretionary portfolio management and advisory services.
Investment Strategy
IRONG FINANCIAL LLC primarily utilizes a discretionary investment strategy focused on diversified portfolios of publicly traded equities and fixed income securities. Their approach appears to include long-term investment in large-cap and growth companies, based on their reported 13F holdings in companies such as Apple, Microsoft, Amazon, and Nvidia. The firm serves both individual and institutional clients, tailoring strategies to align with risk tolerance and long-term goals, while maintaining active portfolio oversight and rebalancing as needed.
Top Holdings
Equity Positions (121)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CME | CME GROUP INC | 8.39% | $16.2M | 58,696 | $102.81 | $275.62 | +$583.5K |
A AAPL | APPLE INC | 6.90% | $13.3M | 64,872 | $38.66 | $205.17 | -$1.1M |
V VTI | VANGUARD INDEX FDS | 6.08% | $11.7M | 38,577 | $102.15 | $303.93 | +$1.2M |
I ISTB | ISHARES TR | 5.58% | $10.8M | 221,121 | $47.45 | $48.65 | +$159.8K |
H HTRB | HARTFORD FDS EXCHANGE TRADED | 5.43% | $10.5M | 309,344 | $40.65 | $33.87 | -$563.9K |
Options Positions (5)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
M META | META PLATFORMS INC | New | Put | $1.8M | 25 | $738.09 | $738.09 | +25 | +$1.8M |
M MSFT | MICROSOFT CORP | New | Put | $746.1K | 15 | $497.41 | $497.41 | +15 | +$746.1K |
C CRWV | COREWEAVE INC | New | Call | $652.2K | 40 | $163.06 | $163.06 | +40 | +$652.2K |
A AVAV | Aerovironment Inc | New | Call | $427.4K | 15 | $284.95 | $284.95 | +15 | +$427.4K |
C CRWV | COREWEAVE INC | New | Put | $326.1K | 20 | $163.06 | $163.06 | +20 | +$326.1K |