Ironwood Financial, LLC
CIK Number: 0001630360
Main Sectors:
Filing Date: Apr 15, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 648.15 | +0.01% | 96.93K | +0.05% | 54.46M | 359.88 | 11.68% | Share |
| 2 | AAPL | Apple Inc. | 232.81 | -0.22% | 171.91K | -0.28% | 38.19M | 126.73 | 8.19% | Share |
| 3 | IVE | iShares S&P 500... | 202.03 | -0.1% | 97.35K | -0.38% | 18.55M | 126.55 | 3.98% | Share |
| 4 | IJH | iShares Core S&... | 63.85 | -1.31% | 302.88K | +2.26% | 17.67M | 45.54 | 3.79% | Share |
| 5 | IVW | iShares S&P 500... | 115.82 | +0.14% | 170.98K | +0.31% | 15.87M | 61.24 | 3.40% | Share |
| 6 | IJR | iShares Core S&... | 115.17 | -1.4% | 109.29K | +0.33% | 11.43M | 93.22 | 2.45% | Share |
| 7 | EUSA | iShares MSCI US... | 101.38 | -0.61% | 119.25K | +0.47% | 11.16M | 69.37 | 2.39% | Share |
| 8 | BSJQ | Invesco BulletS... | 23.40 | -0.04% | 466.13K | +0.22% | 10.81M | 24.44 | 2.32% | Share |
| 9 | BSCS | Invesco BulletS... | 20.56 | -0.12% | 502.4K | +1.60% | 10.22M | 19.75 | 2.19% | Share |
| 10 | BSCR | Invesco BulletS... | 19.71 | -0.15% | 515.24K | +0.66% | 10.09M | 19.17 | 2.16% | Share |
| 11 | BSJP | Invesco BulletS... | 23.11 | +0.02% | 431.41K | -5.92% | 9.94M | 23.89 | 2.13% | Share |
| 12 | BSCQ | Invesco BulletS... | 19.57 | +0.03% | 482.69K | +0.02% | 9.4M | 20.41 | 2.02% | Share |
| 13 | IBDU | iShares iBonds ... | 23.36 | -0.15% | 377.44K | +6.28% | 8.73M | 22.93 | 1.87% | Share |
| 14 | VTI | Vanguard Total ... | 317.25 | -0.13% | 30.49K | +0.41% | 8.38M | 227.52 | 1.80% | Share |
| 15 | IBDV | iShares iBonds ... | 22.00 | -0.23% | 377.96K | +6.45% | 8.21M | 21.51 | 1.76% | Share |
| 16 | BSCP | Invesco BulletS... | 20.72 | -0.02% | 390.31K | -16.14% | 8.07M | 21.4 | 1.73% | Share |
| 17 | BSJR | Invesco BulletS... | 22.77 | -0.07% | 357.79K | +1.75% | 8.02M | 22.02 | 1.72% | Share |
| 18 | EFA | iShares MSCI EA... | 91.66 | +0.02% | 88.99K | -2.19% | 7.27M | 68.65 | 1.56% | Share |
| 19 | ITOT | iShares Core S&... | 140.91 | -0.11% | 52.15K | +2.77% | 6.36M | 90.69 | 1.36% | Share |
| 20 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 31.65K | -0.03% | 6.02M | 156.95 | 1.29% | Share |
| 21 | RSP | Invesco S&P 500... | 186.31 | -0.66% | 34.68K | +11.73% | 6.01M | 156.6 | 1.29% | Share |
| 22 | VV | Vanguard Large ... | 297.69 | +0.03% | 22.52K | -2.03% | 5.79M | 189.05 | 1.24% | Share |
| 23 | IJS | iShares S&P Sma... | 106.35 | -1.26% | 56.27K | -1.83% | 5.48M | 67.03 | 1.18% | Share |
| 24 | IJJ | iShares S&P Mid... | 127.27 | -1.1% | 41.47K | -1.5% | 4.97M | 71.38 | 1.06% | Share |
| 25 | AGG | iShares Core U.... | 99.10 | -0.27% | 49.22K | -3.55% | 4.87M | 97.72 | 1.04% | Share |
| 26 | DVY | iShares Select ... | 138.75 | -0.41% | 35.71K | -1.38% | 4.8M | 104.91 | 1.03% | Share |
| 27 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 12.64K | -8.61% | 4.74M | 237.75 | 1.02% | Share |
| 28 | LLY | Eli Lilly and C... | 684.46 | +3.63% | 5.25K | 0.00% | 4.33M | 177.08 | 0.93% | Share |
| 29 | HYG | iShares iBoxx $... | 80.42 | -0.24% | 53.78K | -0.3% | 4.24M | 77.18 | 0.91% | Share |
| 30 | VEA | Vanguard Develo... | 58.60 | -0.18% | 81.89K | -3.9% | 4.16M | 47.12 | 0.89% | Share |
| 31 | QQQ | Invesco QQQ Tru... | 579.86 | -0.08% | 8.79K | -1.79% | 4.12M | 264.54 | 0.88% | Share |
| 32 | IBDR | iShares iBonds ... | 24.22 | -0.01% | 157.95K | +13.35% | 3.82M | 23.87 | 0.82% | Share |
| 33 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 15.4K | +0.70% | 3.78M | 131.26 | 0.81% | Share |
| 34 | COST | Costco Wholesal... | 975.42 | -0.35% | 3.85K | -0.18% | 3.64M | 387.38 | 0.78% | Share |
| 35 | IBDQ | iShares iBonds ... | 25.12 | -0.04% | 139.02K | -5.6% | 3.5M | 24.69 | 0.75% | Share |
| 36 | VT | Vanguard Total ... | 133.34 | -0.27% | 29.72K | +6.57% | 3.45M | 106.01 | 0.74% | Share |
| 37 | IBDW | iShares iBonds ... | 21.07 | -0.26% | 164.74K | +24.20% | 3.42M | 20.65 | 0.73% | Share |
| 38 | COR | Cencora, Inc. | 294.88 | +1.32% | 11.88K | -0.08% | 3.3M | 101.49 | 0.71% | Share |
| 39 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 20.26K | -0.06% | 3.13M | 92.84 | 0.67% | Share |
| 40 | GOOG | Alphabet Inc. | 203.77 | +0.36% | 18.92K | 0.00% | 2.96M | 94.05 | 0.63% | Share |
| 41 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 5.02K | -2.65% | 2.81M | 349.38 | 0.60% | Share |
| 42 | LQD | iShares iBoxx $... | 109.88 | -0.34% | 25.76K | -1.04% | 2.8M | 109.73 | 0.60% | Share |
| 43 | IBDT | iShares iBonds ... | 25.42 | -0.16% | 106.58K | +19.96% | 2.69M | 24.92 | 0.58% | Share |
| 44 | IBDS | iShares iBonds ... | 24.26 | -0.04% | 110.62K | +17.32% | 2.67M | 23.79 | 0.57% | Share |
| 45 | INTU | Intuit Inc. | 710.55 | -0.16% | 4.34K | 0.00% | 2.66M | 383.69 | 0.57% | Share |
| 46 | IBM | International B... | 237.04 | -1.26% | 10.58K | -0.05% | 2.63M | 124.75 | 0.56% | Share |
| 47 | IJK | iShares S&P Mid... | 93.60 | -1.47% | 30.77K | +2.38% | 2.56M | 76.11 | 0.55% | Share |
| 48 | BSCT | Invesco BulletS... | 18.79 | -0.11% | 131.35K | +0.40% | 2.43M | 18.38 | 0.52% | Share |
| 49 | VEU | Vanguard FTSE A... | 69.23 | -0.4% | 35.37K | +7.29% | 2.15M | 54.29 | 0.46% | Share |
| 50 | HDV | iShares Core Hi... | 121.12 | -0.41% | 17.2K | +4.94% | 2.08M | 95.93 | 0.45% | Share |
| 51 | DFAS | Dimensional U.S... | 66.72 | -1.28% | 34.76K | -0.46% | 2.08M | 48 | 0.45% | Share |
| 52 | VUG | Vanguard Growth... | 463.54 | +0.15% | 5.49K | +285.79% | 2.03M | 350.66 | 0.44% | Share |
| 53 | BSJS | Invesco BulletS... | 22.06 | -0.59% | 88.7K | +4.86% | 1.92M | 21.18 | 0.41% | Share |
| 54 | VO | Vanguard Mid Ca... | 286.38 | -0.71% | 6.87K | -1.56% | 1.78M | 201.23 | 0.38% | Share |
| 55 | AMGN | Amgen Inc. | 290.28 | +0.33% | 5.69K | +0.19% | 1.77M | 234.1 | 0.38% | Share |
| 56 | SCHM | Schwab U.S. Mid... | 28.97 | -1.03% | 67.46K | -1.19% | 1.77M | 16.86 | 0.38% | Share |
| 57 | LOW | Lowe's Companie... | 253.05 | -1.24% | 7.43K | -0.05% | 1.73M | 162.62 | 0.37% | Share |
| 58 | RTX | RTX Corporation | 155.06 | -0.42% | 12.67K | +21.08% | 1.68M | 77.87 | 0.36% | Share |
| 59 | HD | The Home Depot,... | 400.32 | -1.68% | 4.55K | +0.31% | 1.67M | 277.2 | 0.36% | Share |
| 60 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 9.91K | -0.36% | 1.64M | 158.18 | 0.35% | Share |
| 61 | IJT | iShares S&P Sma... | 138.28 | -1.59% | 12.63K | -1.28% | 1.57M | 114.91 | 0.34% | Share |
| 62 | IBHF | iShares iBonds ... | 23.20 | -0.02% | 66.16K | +10.04% | 1.54M | 22.88 | 0.33% | Share |
| 63 | IWF | iShares Russell... | 450.40 | +0.11% | 4.25K | -1% | 1.54M | 216.89 | 0.33% | Share |
| 64 | XLF | Financial Selec... | 53.01 | +0.47% | 30.67K | +6.95% | 1.53M | 27.93 | 0.33% | Share |
| 65 | SCHX | Schwab U.S. Lar... | 25.52 | -0.06% | 68.59K | -0.45% | 1.51M | 12.31 | 0.32% | Share |
| 66 | MCD | McDonald's Corp... | 308.84 | +1.24% | 4.84K | +0.12% | 1.51M | 236.19 | 0.32% | Share |
| 67 | IBHE | iShares iBonds ... | 23.20 | +0.04% | 64.27K | -0.43% | 1.49M | 22.89 | 0.32% | Share |
| 68 | IWO | iShares Russell... | 300.39 | -1.45% | 5.8K | -1.01% | 1.48M | 221.56 | 0.32% | Share |
| 69 | VB | Vanguard Small ... | 246.81 | -1.26% | 6.44K | -2.23% | 1.43M | 184.9 | 0.31% | Share |
| 70 | BSCU | Invesco BulletS... | 16.87 | -0.18% | 80.55K | +1.42% | 1.34M | 16.61 | 0.29% | Share |
| 71 | IBHG | iShares iBonds ... | 22.43 | -0.07% | 54.16K | +12.81% | 1.21M | 22.02 | 0.26% | Share |
| 72 | VTV | Vanguard Value ... | 180.44 | -0.2% | 6.99K | +15.78% | 1.21M | 147.3 | 0.26% | Share |
| 73 | SCHA | Schwab U.S. Sma... | 26.63 | -1.12% | 48.07K | -1.16% | 1.13M | 16.88 | 0.24% | Share |
| 74 | ZION | Zions Bancorpor... | 53.77 | -0.16% | 20.57K | -0.17% | 1.03M | 43.76 | 0.22% | Share |
| 75 | AVUV | Avantis U.S. Sm... | 96.21 | -1.16% | 11.21K | +23.27% | 977.58K | 92.98 | 0.21% | Share |
| 76 | SCHF | Schwab Internat... | 22.73 | -0.15% | 45.89K | -0.89% | 907.63K | 15.15 | 0.19% | Share |
| 77 | VOE | Vanguard Mid-Ca... | 170.66 | -0.55% | 5.33K | +30.96% | 854.94K | 164.54 | 0.18% | Share |
| 78 | PFE | Pfizer Inc. | 25.11 | -0.22% | 33.24K | -1.29% | 842.2K | 36.97 | 0.18% | Share |
| 79 | SCHB | Schwab U.S. Bro... | 24.87 | -0.12% | 38.82K | +2.13% | 835.82K | 17.27 | 0.18% | Share |
| 80 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 7.7K | +18.70% | 833.98K | 55.81 | 0.18% | Share |
| 81 | IETC | iShares Evolved... | 99.32 | -0.11% | 11.02K | -0.14% | 825.69K | 33.35 | 0.18% | Share |
| 82 | IWR | iShares Russell... | 94.44 | -0.87% | 9.64K | 0.00% | 819.92K | 60.17 | 0.18% | Share |
| 83 | IDV | iShares Interna... | 36.74 | -0.16% | 26.26K | -3.07% | 814.67K | 25.67 | 0.17% | Share |
| 84 | IXN | iShares Global ... | 97.92 | -0.18% | 10.75K | -0.43% | 814.05K | 38.8 | 0.17% | Share |
| 85 | WMT | Walmart Inc. | 100.84 | -0.15% | 9.09K | +0.42% | 797.72K | 46.08 | 0.17% | Share |
| 86 | SPYV | SPDR Portfolio ... | 54.16 | -0.07% | 15.6K | +1.86% | 796.55K | 43.86 | 0.17% | Share |
| 87 | HON | Honeywell Inter... | 218.15 | -0.73% | 3.76K | 0.00% | 796.18K | 186.72 | 0.17% | Share |
| 88 | SCHV | Schwab U.S. Lar... | 28.36 | -0.3% | 28.95K | -0.95% | 769.59K | 22.73 | 0.17% | Share |
| 89 | SCHW | The Charles Sch... | 97.75 | +2.26% | 9.8K | 0.00% | 767.3K | 63.97 | 0.16% | Share |
| 90 | YUM | Yum! Brands, In... | 146.79 | +1.38% | 4.85K | 0.00% | 763.35K | 107.82 | 0.16% | Share |
| 91 | VBK | Vanguard Small ... | 285.85 | -1.33% | 3.02K | +23.52% | 761.62K | 262.02 | 0.16% | Share |
| 92 | PEJ | Invesco Dynamic... | 58.31 | -0.73% | 15.13K | -1.84% | 736.14K | 29.14 | 0.16% | Share |
| 93 | IWM | iShares Russell... | 228.20 | -1.31% | 3.68K | -4.74% | 733.35K | 211.61 | 0.16% | Share |
| 94 | VOT | Vanguard Mid-Ca... | 285.33 | -0.85% | 2.81K | +19.67% | 686.24K | 246.29 | 0.15% | Share |
| 95 | XLE | Energy Select S... | 85.55 | -0.11% | 7.22K | +39.40% | 675.2K | 88.79 | 0.14% | Share |
| 96 | SOXX | iShares Semicon... | 254.14 | +0.10% | 3.49K | -0.29% | 657.47K | 90.45 | 0.14% | Share |
| 97 | VOO | Vanguard S&P 50... | 592.77 | -0.01% | 1.27K | -24.15% | 650.64K | 386.45 | 0.14% | Share |
| 98 | SNA | Snap-on Incorpo... | 324.62 | -2.75% | 1.87K | 0.00% | 630.88K | 185.14 | 0.14% | Share |
| 99 | IBDX | iShares iBonds ... | 25.36 | -0.24% | 24.41K | +100.00% | 610.01K | 24.99 | 0.13% | Share |
| 100 | ABBV | AbbVie Inc. | 204.72 | +1.61% | 2.91K | +0.52% | 609.08K | 108.99 | 0.13% | Share |
| 101 | ORCL | Oracle Corporat... | 244.93 | +0.31% | 4.27K | 0.00% | 596.99K | 57.64 | 0.13% | Share |
| 102 | LMT | Lockheed Martin... | 437.38 | -1.17% | 1.31K | +0.31% | 586.98K | 355.32 | 0.13% | Share |
| 103 | SCHD | Schwab U.S. Div... | 27.34 | -0.46% | 20.49K | +25.02% | 572.95K | 27.85 | 0.12% | Share |
| 104 | DFIV | Dimensional Int... | 45.24 | -0.02% | 14.23K | -1.39% | 559.98K | 28.89 | 0.12% | Share |
| 105 | BMY | Bristol-Myers S... | 47.81 | -0.08% | 9.03K | 0.00% | 550.68K | 61.63 | 0.12% | Share |
| 106 | CMCSA | Comcast Corpora... | 32.88 | -0.17% | 14.75K | -2.6% | 544.2K | 50.94 | 0.12% | Share |
| 107 | IEFA | iShares Core MS... | 85.61 | -0.04% | 7.07K | +3.32% | 534.65K | 64.23 | 0.11% | Share |
| 108 | DFUS | Dimensional U.S... | 70.06 | -0.06% | 8.76K | -4.88% | 529.93K | 40.75 | 0.11% | Share |
| 109 | MRK | Merck & Co., In... | 82.74 | +0.04% | 5.59K | -3.34% | 501.7K | 79.83 | 0.11% | Share |
| 110 | BA | The Boeing Comp... | 233.18 | -0.08% | 2.89K | +25.56% | 493.4K | 201.23 | 0.11% | Share |
| 111 | ONEQ | Fidelity Nasdaq... | 85.40 | -0.04% | 7.13K | 0.00% | 485.54K | 32.21 | 0.10% | Share |
| 112 | BIIB | Biogen Inc. | 134.95 | -0.18% | 3.54K | 0.00% | 483.73K | 248.99 | 0.10% | Share |
| 113 | SCHG | Schwab U.S. Lar... | 30.76 | +0.13% | 17.53K | +2.24% | 438.88K | 14.65 | 0.09% | Share |
| 114 | IYF | iShares U.S. Fi... | 123.99 | +0.38% | 3.85K | +10.08% | 434.97K | 75.2 | 0.09% | Share |
| 115 | IYE | iShares U.S. En... | 45.52 | -0.12% | 8.44K | +4.57% | 415.99K | 22.04 | 0.09% | Share |
| 116 | SPLG | SPDR Portfolio ... | 75.87 | +0.01% | 5.97K | +4.37% | 392.92K | 68.81 | 0.08% | Share |
| 117 | VIOO | Vanguard S&P Sm... | 106.80 | -1.39% | 4.01K | 0.00% | 387.41K | 86.66 | 0.08% | Share |
| 118 | BSCV | Invesco BulletS... | 16.63 | -0.15% | 23.39K | +3.31% | 381.41K | 16.27 | 0.08% | Share |
| 119 | DFUV | Dimensional US ... | 43.41 | -0.48% | 9.07K | -2.16% | 373.77K | 31.6 | 0.08% | Share |
| 120 | CI | The Cigna Group | 290.40 | +1.15% | 1.11K | 0.00% | 366.18K | 203.19 | 0.08% | Share |
| 121 | ABT | Abbott Laborato... | 129.32 | -0.06% | 2.76K | +0.88% | 365.58K | 102.45 | 0.08% | Share |
| 122 | EEM | iShares MSCI Em... | 49.86 | -1.27% | 8.26K | -0.79% | 360.94K | 38.27 | 0.08% | Share |
| 123 | CART | Instacart (Mapl... | 43.88 | -2.73% | 9.04K | 0.00% | 360.45K | 36.86 | 0.08% | Share |
| 124 | AMH | American Homes ... | 34.60 | -0.82% | 9.52K | -0.28% | 359.95K | 26.99 | 0.08% | Share |
| 125 | IBHH | iShares iBonds ... | 23.68 | -0.23% | 14.97K | +100.00% | 349.68K | 23.36 | 0.07% | Share |
| 126 | SYK | Stryker Corpora... | 378.47 | -0.13% | 939 | 0.00% | 349.54K | 244.49 | 0.07% | Share |
| 127 | SPYG | SPDR Portfolio ... | 100.24 | +0.11% | 4.25K | +3.73% | 341.57K | 87.63 | 0.07% | Share |
| 128 | GLD | SPDR Gold Share... | 307.25 | -0.63% | 1.18K | -0.84% | 340.29K | 242.99 | 0.07% | Share |
| 129 | DIS | The Walt Disney... | 116.33 | -0.27% | 3.2K | -0.93% | 315.54K | 172.89 | 0.07% | Share |
| 130 | IGV | iShares Expande... | 108.36 | -1.07% | 3.4K | 0.00% | 303.01K | 68.25 | 0.07% | Share |
| 131 | VGT | Vanguard Inform... | 704.44 | -0.4% | 540 | 0.00% | 292.88K | 414.9 | 0.06% | Share |
| 132 | V | Visa Inc. | 345.40 | +0.83% | 835 | 0.00% | 292.64K | 274.95 | 0.06% | Share |
| 133 | SPYX | SPDR S&P 500 Fo... | 53.12 | +0.09% | 6.29K | +1.09% | 287.9K | 27.17 | 0.06% | Share |
| 134 | BSJT | Invesco BulletS... | 21.52 | -0.28% | 13.44K | +5.49% | 283.34K | 21.37 | 0.06% | Share |
| 135 | META | Meta Platforms,... | 781.96 | +0.24% | 489 | 0.00% | 282.02K | 491.35 | 0.06% | Share |
| 136 | XLY | Consumer Discre... | 229.61 | -0.1% | 1.38K | -0.29% | 272.3K | 150.57 | 0.06% | Share |
| 137 | PFF | iShares Preferr... | 31.44 | -0.16% | 8.79K | -1.7% | 270.23K | 38.14 | 0.06% | Share |
| 138 | PEP | PepsiCo, Inc. | 148.62 | -0.49% | 1.8K | +0.67% | 269.9K | 146.33 | 0.06% | Share |
| 139 | SPMD | SPDR Portfolio ... | 55.97 | -1.3% | 5.16K | +4.88% | 263.83K | 54.53 | 0.06% | Share |
| 140 | OXY | Occidental Petr... | 44.77 | +0.06% | 5.31K | -2.48% | 262.3K | 56.51 | 0.06% | Share |
| 141 | TSLA | Tesla, Inc. | 335.58 | -1.12% | 992 | +27.02% | 257.09K | 262.39 | 0.06% | Share |
| 142 | IEV | iShares Europe ... | 64.34 | +0.41% | 4.39K | -1.7% | 255.28K | 49.25 | 0.05% | Share |
| 143 | IEDI | iShares Evolved... | 56.71 | -0.77% | 4.83K | -1.13% | 246.44K | 31.8 | 0.05% | Share |
| 144 | SLV | iShares Silver ... | 34.51 | -1.4% | 7.95K | -1.91% | 246.31K | 27.02 | 0.05% | Share |
| 145 | XLC | Communication S... | 111.20 | +0.08% | 2.55K | 0.00% | 246.14K | 82.54 | 0.05% | Share |
| 146 | TRV | The Travelers C... | 268.64 | -0.25% | 911 | 0.00% | 240.92K | 234.12 | 0.05% | Share |
| 147 | SCHK | Schwab 1000 Ind... | 31.11 | -0.05% | 8.75K | +4.48% | 235.6K | 28.25 | 0.05% | Share |
| 148 | YUMC | Yum China Holdi... | 44.80 | -1.78% | 4.47K | 0.00% | 232.92K | 45.02 | 0.05% | Share |
| 149 | WFC | Wells Fargo & C... | 79.38 | +1.91% | 3.14K | 0.00% | 225.49K | 70.24 | 0.05% | Share |
| 150 | SPSM | SPDR Portfolio ... | 44.89 | -1.47% | 5.4K | +4.96% | 220.06K | 44.72 | 0.05% | Share |