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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

IRON Financial, LLC

Quarter ended Q3 2023 · Filed July 24, 2023 · Accession 0001595509-23-000006

Total Value
$186.3M
Positions
101
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (101)

#IssuerTicker / CUSIPSharesValue% of Filing
1CME GROUP INCCME74,823$13.9M7.44%
2HARTFORD FDS EXCHANGE TRADED41653L305389,252$13.0M6.99%
3APPLE INCAAPL65,599$12.7M6.83%
4VANGUARD INDEX FDS92290876943,611$9.6M5.16%
5SPDR SER TR78464A805164,900$9.0M4.82%
6SCHWAB STRATEGIC TR808524870168,522$8.8M4.74%
7ISHARES TR46432F859181,732$8.5M4.55%
8ISHARES INC46428652582,427$8.1M4.34%
9SPDR SER TR78464A474240,629$7.1M3.80%
10SPDR S&P 500 ETF TRSPY13,721$6.1M3.27%
11INVESCO EXCH TRD SLF IDX FDIVZ234,300$4.8M2.59%
12ISHARES TR46434VBD1189,717$4.6M2.48%
13ISHARES TR46435GAA0194,276$4.6M2.45%
14INVESCO EXCH TRD SLF IDX FDIVZ211,717$4.5M2.41%
15VANGUARD SCOTTSDALE FDS92206C70672,263$4.2M2.28%
16VANECK ETF TRUST92189F64347,267$3.8M2.02%
17MICROSOFT CORPMSFT10,400$3.5M1.90%
18ISHARES TR46429B69738,851$2.9M1.55%
19FIDELITY MERRIMACK STR TR31618830949,831$2.3M1.22%
20CBOE GLOBAL MKTS INC12503M10816,085$2.2M1.19%
21PIMCO ETF TR72201R30434,843$2.1M1.12%
22ISHARES TR46435U18489,460$2.1M1.11%
23AMAZON COM INCAMZN14,638$1.9M1.02%
24INVESCO EXCH TRADED FD TR IIIVZ17,310$1.8M0.98%
25VANGUARD STAR FDS92190976831,200$1.7M0.94%
26ISHARES TR46429B26774,736$1.7M0.92%
27JOHNSON & JOHNSONJNJ10,113$1.7M0.90%
28SPDR INDEX SHS FDS78463X88950,476$1.6M0.88%
29ISHARES TR46434V61334,797$1.6M0.85%
30SCHWAB STRATEGIC TR80852479721,172$1.5M0.83%
31JPMORGAN CHASE & COVYLD9,402$1.4M0.73%
32VANGUARD SPECIALIZED FUNDS9219088448,090$1.3M0.71%
33INVESCO EXCH TRD SLF IDX FDIVZ54,397$1.2M0.66%
34INVESCO EXCH TRD SLF IDX FDIVZ47,045$1.1M0.57%
35SPDR INDEX SHS FDS78463X50930,434$1.0M0.56%
36INVESCO EXCH TRD SLF IDX FDIVZ44,085$1.0M0.54%
37WALMART INCWMT6,279$986,9020.53%
38PEPSICO INCPEP4,930$913,1800.49%
39PROCTER AND GAMBLE CO7427181095,978$907,1370.49%
40CLOROX CO DELCLX5,466$869,3040.47%
41INVESCO QQQ TRIVZ2,347$866,8790.47%
42AMERISOURCEBERGEN CORPCOR4,439$854,2710.46%
43ROLLINS INCROL19,935$853,8120.46%
44HASBRO INCHAS12,623$817,5920.44%
45SMUCKER J M CO8326964055,482$809,5440.43%
46CONSOLIDATED EDISON INCED8,383$757,8610.41%
47GENERAL MLS INC3703341049,872$757,2000.41%
48BERKSHIRE HATHAWAY INC DELBRK-A2,161$736,9010.40%
49NVIDIA CORPORATIONNVDA1,716$726,1120.39%
50CONAGRA BRANDS INCCAG20,982$707,5300.38%
51INVESCO EXCH TRD SLF IDX FDIVZ30,071$706,9650.38%
52HORMEL FOODS CORPHRL16,580$666,8620.36%
53BRISTOL-MYERS SQUIBB COCELG-RI10,053$642,9200.35%
54ALLSTATE CORPALL-PJ5,610$611,7150.33%
55VANGUARD ADMIRAL FDS INC9219328855,364$474,9990.26%
56INTEL CORPINTC13,422$448,8480.24%
57SCHWAB STRATEGIC TR8085241028,493$439,0800.24%
58COCA COLA COKO7,186$432,7410.23%
59ISHARES TR4642874814,458$430,7770.23%
60ISHARES TR46434VBG415,902$391,5090.21%
61VERIZON COMMUNICATIONS INCVZ10,430$387,9020.21%
62ABBVIE INCABBV2,740$369,1710.20%
63ALPHABET INCGOOG3,054$365,5640.20%
64TESLA INCTSLA1,329$347,8930.19%
65ABRDN GOLD ETF TRUST00326A10418,251$335,2770.18%
66CHIPOTLE MEXICAN GRILL INCCMG150$320,8500.17%
67BLACKSTONE INCBX3,442$320,0290.17%
68PFIZER INCPFE8,657$317,5310.17%
69ORACLE CORPORCL-PD2,651$315,7400.17%
70ISHARES TR4642876141,129$310,6790.17%
71VANGUARD WORLD FDS92204A702675$298,5470.16%
72META PLATFORMS INCMETA1,028$295,0160.16%
73ISHARES INC4642865335,331$293,1150.16%
74EXXON MOBIL CORPXOM2,515$269,7230.14%
75CVS HEALTH CORPCVS3,869$267,4760.14%
76ISHARES TR46435U8537,453$263,0910.14%
77PINNACLE WEST CAP CORPPNW3,173$258,4490.14%
78ISHARES TR4642871682,237$253,4710.14%
79WORLD GOLD TRGLDW6,550$249,4900.13%
80SCHWAB STRATEGIC TR8085248056,770$241,3660.13%
81DIREXION SHS ETF TR25460E3078,121$238,9920.13%
82MERCK & CO INCMRK2,056$237,2410.13%
83HOME DEPOT INCHD750$232,9050.13%
84INTERNATIONAL BUSINESS MACHSINTR1,737$232,4160.12%
85TEXAS INSTRS INC8825081041,290$232,2800.12%
86WOODWARD INCWWD1,908$226,8810.12%
87VANGUARD INDEX FDS922908736788$222,9660.12%
88TJX COS INC NEW8725401092,578$218,6160.12%
89ADVISORSHARES TR00768Y5604,000$215,8000.12%
90FORTINET INCFTNT2,832$214,0710.11%
91CHIPOTLE MEXICAN GRILL INCCMG100$213,9000.11%
92HCA HEALTHCARE INCHCA701$212,7700.11%
93ABBOTT LABSABLZF1,941$211,5580.11%
94MICROCHIP TECHNOLOGY INC.MCHPP2,341$209,7370.11%
95ISHARES TR4642874652,867$207,8430.11%
96MOLSON COORS BEVERAGE COTAP-A3,123$205,6440.11%
97AVALONBAY CMNTYS INCAWX1,080$204,3260.11%
98INVESCO LTDIVZ11,257$189,2360.10%
99FORD MTR CO DEL34537086011,416$172,7230.09%
100DNP SELECT INCOME FD INC23325P10414,565$152,6380.08%
101AMCOR PLCAMCCF15,107$150,7660.08%