Iron-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "ABT",
  "ABBV",
  "BABA",
  "GOOGL",
  "AXP",
  "T",
  "D",
  null,
  "EOG",
  "HD",
  "MCD",
  null,
  "QCOM",
  null,
  "META",
  null,
  null,
  null,
  null,
  "LIN",
  "SCHY",
  "MSFT",
  "MAA",
  "BX",
  "FAST",
  "VGIT",
  null,
  "IWF",
  "IRM",
  null,
  "DNP",
  "DOW",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PLTR",
  "PG",
  "NOW",
  "SPDW",
  "GLD",
  null,
  "IBM",
  "SBUX",
  "TGT",
  "NEM",
  "IVOO",
  "ACWV",
  null,
  null,
  "VIG",
  null,
  "AMCR",
  "EL",
  "IP",
  "DLTR",
  "IWP",
  "SGOL",
  null,
  "AMZN",
  "SCHB",
  "HCA",
  null,
  null,
  "TPL",
  "VUG",
  "VYMI",
  "VXUS",
  "V",
  "WMT",
  "WWD",
  "LNT",
  null,
  "SCHD",
  "DVY",
  "SCHF",
  "MSCI",
  "JKHY",
  null,
  null,
  null,
  "ZBH",
  "PSA",
  "UDR",
  "NUE",
  "LULU",
  "BRK-B",
  "BG",
  "CBOE",
  "CDW",
  "CVX",
  "CMG",
  "CME",
  "KO",
  "COP",
  "STZ",
  "CRWD",
  "DVN",
  "FANG",
  "EFA",
  "USMV",
  "QQQ",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 113
Total Value: 178388959
Accession Number: 0001595509-25-000004
Form Type: 13F-HR
CIK: iron-financial
Manager Name: Iron-Financial

Data Enrichment

78% identified

88 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

113 positions • $178.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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abrdn Gold ETF Trust

SGOL|00326A104

Shares:7.4K

Value:$221.2K

% of Portfolio:0.1% ($221.2K/$178.4M)

QUALCOMM INC/DE

QCOM|747525103

Shares:1.4K

Value:$219.1K

% of Portfolio:0.1% ($219.1K/$178.4M)

HCA Healthcare, Inc.

HCA|40412C101

Shares:627

Value:$216.7K

% of Portfolio:0.1% ($216.7K/$178.4M)

IRON MOUNTAIN INC

IRM|46284V101

Shares:2.5K

Value:$213.6K

% of Portfolio:0.1% ($213.6K/$178.4M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:791

Value:$212.7K

% of Portfolio:0.1% ($212.7K/$178.4M)

464288521

Shares:3.7K

Value:$212.1K

% of Portfolio:0.1% ($212.1K/$178.4M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:1.6K

Value:$209.2K

% of Portfolio:0.1% ($209.2K/$178.4M)

DOW INC.

DOW|260557103

Shares:6.0K

Value:$208.7K

% of Portfolio:0.1% ($208.7K/$178.4M)

464287465

EFA|464287465

Shares:2.5K

Value:$208.0K

% of Portfolio:0.1% ($208.0K/$178.4M)

NUCOR CORP

NUE|670346105

Shares:1.7K

Value:$206.5K

% of Portfolio:0.1% ($206.5K/$178.4M)

SPDR GOLD TRUST

GLD|78463V107

Shares:713

Value:$205.4K

% of Portfolio:0.1% ($205.4K/$178.4M)

INTERNATIONAL PAPER CO /NEW/

IP|460146103

Shares:3.8K

Value:$200.1K

% of Portfolio:0.1% ($200.1K/$178.4M)

DNP SELECT INCOME FUND INC

DNP|23325P104

Shares:16.8K

Value:$165.9K

% of Portfolio:0.1% ($165.9K/$178.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
abrdn Gold ETF Trust(SGOLcusip00326A104)	7.4K	QoQ NEW(+7.4K) YoY NEW(+7.4K)	All Managers (Combined)	$221.2K	0.1% ($221.2K/$178.4M)	QoQ NEW(+$221.2K) YoY NEW(+$221.2K)
QUALCOMM INC/DE(QCOMcusip747525103)	1.4K	QoQ +0.21% (+3) YoY -37.71% (-864)	All Managers (Combined)	$219.1K	0.1% ($219.1K/$178.4M)	QoQ +0.18% (+$405) YoY -43.49% (-$168.7K)
HCA Healthcare, Inc.(HCAcusip40412C101)	627	QoQ NEW(+627) YoY NEW(+627)	All Managers (Combined)	$216.7K	0.1% ($216.7K/$178.4M)	QoQ NEW(+$216.7K) YoY NEW(+$216.7K)
IRON MOUNTAIN INC(IRMcusip46284V101)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$213.6K	0.1% ($213.6K/$178.4M)	QoQ NEW(+$213.6K) YoY NEW(+$213.6K)
AMERICAN EXPRESS CO(AXPcusip025816109)	791	QoQ +0.12% (-1) YoY NEW(+791)	All Managers (Combined)	$212.7K	0.1% ($212.7K/$178.4M)	QoQ -9.25% (-$21.7K) YoY NEW(+$212.7K)
(cusip464288521)✕	3.7K	QoQ +0.43% (+16) YoY NEW(+3.7K)	All Managers (Combined)	$212.1K	0.1% ($212.1K/$178.4M)	QoQ +0.94% (+$2.0K) YoY NEW(+$212.1K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$209.2K	0.1% ($209.2K/$178.4M)	QoQ NEW(+$209.2K) YoY NEW(+$209.2K)
DOW INC.(DOWcusip260557103)	6.0K	QoQ NEW(+6.0K) YoY NEW(+6.0K)	All Managers (Combined)	$208.7K	0.1% ($208.7K/$178.4M)	QoQ NEW(+$208.7K) YoY NEW(+$208.7K)
(EFAcusip464287465)	2.5K	QoQ NEW(+2.5K) YoY -2.37% (-62)	All Managers (Combined)	$208.0K	0.1% ($208.0K/$178.4M)	QoQ NEW(+$208.0K) YoY -0.09% (-$189)
NUCOR CORP(NUEcusip670346105)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$206.5K	0.1% ($206.5K/$178.4M)	QoQ NEW(+$206.5K) YoY NEW(+$206.5K)
SPDR GOLD TRUST(GLDcusip78463V107)	713	QoQ NEW(+713) YoY NEW(+713)	All Managers (Combined)	$205.4K	0.1% ($205.4K/$178.4M)	QoQ NEW(+$205.4K) YoY NEW(+$205.4K)
INTERNATIONAL PAPER CO /NEW/(IPcusip460146103)	3.8K	QoQ -1.23% (-47) YoY NEW(+3.8K)	All Managers (Combined)	$200.1K	0.1% ($200.1K/$178.4M)	QoQ -2.10% (-$4.3K) YoY NEW(+$200.1K)
DNP SELECT INCOME FUND INC(DNPcusip23325P104)	16.8K	QoQ +2.08% (+342) YoY +8.81% (+1.4K)	All Managers (Combined)	$165.9K	0.1% ($165.9K/$178.4M)	QoQ +14.46% (+$21.0K) YoY +18.65% (+$26.1K)