Ironwood-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ABT",
  "ABBV",
  "PBT",
  "GOOGL",
  "LOW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HON",
  "HD",
  "MCD",
  "INTU",
  "FSCO",
  null,
  "META",
  "IVW",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "OXY",
  "IJR",
  "ORCL",
  null,
  "AMH",
  null,
  "EEM",
  "IWF",
  null,
  null,
  "PEP",
  "IJK",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "LMT",
  "MRK",
  "AMGN",
  null,
  "IEFA",
  "SCHX",
  null,
  "SNA",
  "RTX",
  "GLD",
  null,
  null,
  null,
  "SPYG",
  null,
  "SPLG",
  "IBM",
  "SYK",
  "CI",
  "TRV",
  "VO",
  "VV",
  "AXDX",
  "VOE",
  "SCHW",
  null,
  "IWO",
  "GMRE",
  null,
  "OHI",
  null,
  "IWR",
  null,
  "AMZN",
  "SCHB",
  null,
  "IVE",
  null,
  null,
  null,
  "VEU",
  "VGT",
  "VUG",
  "VEA",
  null,
  "VBK",
  "VOT",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "YUMC",
  "YUM",
  "CART",
  "SCHD",
  "BIIB",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  null,
  "SCHA",
  null,
  null,
  "ZION",
  "SPYV",
  "WNS",
  "BA",
  "BMY",
  "CHH",
  "CMCSA",
  "COST",
  null,
  null,
  null,
  "DFAC",
  "RSP",
  "IJT",
  null,
  "IJJ",
  "EFA",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 160
Total Value: 466306777
Accession Number: 0001085146-25-002106
Form Type: 13F-HR
CIK: ironwood-financial
Manager Name: Ironwood-Financial

Data Enrichment

62% identified

99 identified61 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

160 positions • $466.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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ABBOTT LABORATORIES

ABT|002824100

Shares:2.8K

Value:$365.6K

% of Portfolio:0.1% ($365.6K/$466.3M)

464287234

EEM|464287234

Shares:8.3K

Value:$360.9K

% of Portfolio:0.1% ($360.9K/$466.3M)

Maplebear Inc.

CART|565394103

Shares:9.0K

Value:$360.4K

% of Portfolio:0.1% ($360.4K/$466.3M)

American Homes 4 Rent

AMH|02665T306

Shares:9.5K

Value:$360.0K

% of Portfolio:0.1% ($360.0K/$466.3M)

46436E387

Shares:15.0K

Value:$349.7K

% of Portfolio:0.1% ($349.7K/$466.3M)

STRYKER CORP

SYK|863667101

Shares:939

Value:$349.5K

% of Portfolio:0.1% ($349.5K/$466.3M)

78464A409

SPYG|78464A409

Shares:4.3K

Value:$341.6K

% of Portfolio:0.1% ($341.6K/$466.3M)

SPDR GOLD TRUST

GLD|78463V107

Shares:1.2K

Value:$340.3K

% of Portfolio:0.1% ($340.3K/$466.3M)

Walt Disney Co

DIS|254687106

Shares:3.2K

Value:$315.5K

% of Portfolio:0.1% ($315.5K/$466.3M)

464287515

Shares:3.4K

Value:$303.0K

% of Portfolio:0.1% ($303.0K/$466.3M)

92204A702

VGT|92204A702

Shares:540

Value:$292.9K

% of Portfolio:0.1% ($292.9K/$466.3M)

VISA INC.

V|92826C839

Shares:835

Value:$292.6K

% of Portfolio:0.1% ($292.6K/$466.3M)

78468R796

Shares:6.3K

Value:$287.9K

% of Portfolio:0.1% ($287.9K/$466.3M)

46138J395

Shares:13.4K

Value:$283.3K

% of Portfolio:0.1% ($283.3K/$466.3M)

Meta Platforms, Inc.

META|30303M102

Shares:489

Value:$282.0K

% of Portfolio:0.1% ($282.0K/$466.3M)

81369Y407

Shares:1.4K

Value:$272.3K

% of Portfolio:0.1% ($272.3K/$466.3M)

464288687

Shares:8.8K

Value:$270.2K

% of Portfolio:0.1% ($270.2K/$466.3M)

PEPSICO INC

PEP|713448108

Shares:1.8K

Value:$269.9K

% of Portfolio:0.1% ($269.9K/$466.3M)

78464A847

Shares:5.2K

Value:$263.8K

% of Portfolio:0.1% ($263.8K/$466.3M)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:5.3K

Value:$262.3K

% of Portfolio:0.1% ($262.3K/$466.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ABBOTT LABORATORIES(ABTcusip002824100)	2.8K	QoQ +0.87% (+24) YoY -3.97% (-114)	All Managers (Combined)	$365.6K	0.1% ($365.6K/$466.3M)	QoQ +18.30% (+$56.6K) YoY +12.07% (-$39.4K)
(EEMcusip464287234)	8.3K	QoQ -0.79% (-66) YoY +3.26% (+261)	All Managers (Combined)	$360.9K	0.1% ($360.9K/$466.3M)	QoQ +3.66% (-$12.8K) YoY +9.85% (+$32.4K)
Maplebear Inc.(CARTcusip565394103)	9.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$360.4K	0.1% ($360.4K/$466.3M)	QoQ -3.69% (-$13.8K) YoY +6.97% (+$23.5K)
American Homes 4 Rent(AMHcusip02665T306)	9.5K	QoQ -0.28% (-27) YoY +0.10% (+10)	All Managers (Combined)	$360.0K	0.1% ($360.0K/$466.3M)	QoQ +0.75% (-$2.7K) YoY +2.90% (+$10.2K)
(cusip46436E387)✕	15.0K	QoQ NEW(+15.0K) YoY NEW(+15.0K)	All Managers (Combined)	$349.7K	0.1% ($349.7K/$466.3M)	QoQ NEW(+$349.7K) YoY NEW(+$349.7K)
STRYKER CORP(SYKcusip863667101)	939	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$349.5K	0.1% ($349.5K/$466.3M)	QoQ +3.38% (+$11.5K) YoY +4.01% (+$13.5K)
(SPYGcusip78464A409)	4.3K	QoQ +3.73% (-153) YoY NEW(+4.3K)	All Managers (Combined)	$341.6K	0.1% ($341.6K/$466.3M)	QoQ -5.15% (-$18.6K) YoY NEW(+$341.6K)
SPDR GOLD TRUST(GLDcusip78463V107)	1.2K	QoQ -0.83% (-10) YoY -9.15% (-119)	All Managers (Combined)	$340.3K	0.1% ($340.3K/$466.3M)	QoQ +18.00% (-$51.9K) YoY +27.24% (-$72.9K)
Walt Disney Co(DIScusip254687106)	3.2K	QoQ -0.92% (-30) YoY -28.65% (-1.3K)	All Managers (Combined)	$315.5K	0.1% ($315.5K/$466.3M)	QoQ -12.18% (-$43.8K) YoY -42.44% (-$232.8K)
(cusip464287515)✕	3.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$303.0K	0.1% ($303.0K/$466.3M)	QoQ -11.11% (-$37.9K) YoY +4.36% (+$12.7K)
(VGTcusip92204A702)	540	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$292.9K	0.1% ($292.9K/$466.3M)	QoQ -12.77% (-$42.9K) YoY +3.44% (+$9.7K)
VISA INC.(Vcusip92826C839)	835	QoQ 0.00% (+0) YoY NEW(+835)	All Managers (Combined)	$292.6K	0.1% ($292.6K/$466.3M)	QoQ +10.89% (+$28.8K) YoY NEW(+$292.6K)
(cusip78468R796)✕	6.3K	QoQ +1.09% (-68) YoY -34.85% (-3.4K)	All Managers (Combined)	$287.9K	0.1% ($287.9K/$466.3M)	QoQ -3.94% (-$11.8K) YoY -30.36% (-$125.5K)
(cusip46138J395)✕	13.4K	QoQ +5.49% (+700) YoY NEW(+13.4K)	All Managers (Combined)	$283.3K	0.1% ($283.3K/$466.3M)	QoQ +3.94% (+$10.8K) YoY NEW(+$283.3K)
Meta Platforms, Inc.(METAcusip30303M102)	489	QoQ 0.00% (-0) YoY -5.04% (-26)	All Managers (Combined)	$282.0K	0.1% ($282.0K/$466.3M)	QoQ -1.55% (-$4.4K) YoY +12.75% (-$31.9K)
(cusip81369Y407)✕	1.4K	QoQ -0.28% (-4) YoY +0.73% (+10)	All Managers (Combined)	$272.3K	0.1% ($272.3K/$466.3M)	QoQ -12.24% (-$38.0K) YoY +8.16% (+$20.6K)
(cusip464288687)✕	8.8K	QoQ -1.69% (-152) YoY -35.17% (-4.8K)	All Managers (Combined)	$270.2K	0.1% ($270.2K/$466.3M)	QoQ -3.92% (-$11.0K) YoY -38.19% (-$167.0K)
PEPSICO INC(PEPcusip713448108)	1.8K	QoQ +0.67% (-12) YoY -3.84% (-72)	All Managers (Combined)	$269.9K	0.1% ($269.9K/$466.3M)	QoQ -0.73% (-$2.0K) YoY -17.60% (-$57.7K)
(cusip78464A847)✕	5.2K	QoQ +4.88% (-240) YoY NEW(+5.2K)	All Managers (Combined)	$263.8K	0.1% ($263.8K/$466.3M)	QoQ -1.84% (-$5.0K) YoY NEW(+$263.8K)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	5.3K	QoQ -2.47% (-135) YoY -9.71% (-572)	All Managers (Combined)	$262.3K	0.1% ($262.3K/$466.3M)	QoQ -2.57% (-$6.9K) YoY -31.43% (-$120.2K)