Latest IRONWOOD WEALTH MANAGEMENT, INC. Stock Portfolio
$190Million
Equity Portfolio Value
Last Reported on: 12 Apr, 2024
About IRONWOOD WEALTH MANAGEMENT, INC. and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, IRONWOOD WEALTH MANAGEMENT, INC. reported an equity portfolio of $190.7 Millions as of 31 Mar, 2024.
The top stock holdings of IRONWOOD WEALTH MANAGEMENT, INC. are BAB, BBAX, PAB. The fund has invested 11.1% of it's portfolio in INVESCO EXCH TRADED FD TR II and 10.9% of portfolio in J P MORGAN EXCHANGE TRADED F.
They significantly reduced their stock positions in ISHARES TR (AGG) and ISHARES TR (AMPS). The fund showed a lot of confidence in some stocks as they added substantially to DOW INC (DOW), CORTEVA INC (CTVA) and DUPONT DE NEMOURS INC (DD).
The top stock holdings of IRONWOOD WEALTH MANAGEMENT, INC. are BAB, BBAX, PAB. The fund has invested 11.1% of it's portfolio in INVESCO EXCH TRADED FD TR II and 10.9% of portfolio in J P MORGAN EXCHANGE TRADED F.
They significantly reduced their stock positions in ISHARES TR (AGG) and ISHARES TR (AMPS). The fund showed a lot of confidence in some stocks as they added substantially to DOW INC (DOW), CORTEVA INC (CTVA) and DUPONT DE NEMOURS INC (DD).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| DOW INC | 138 |
| CORTEVA INC | 106 |
| DUPONT DE NEMOURS INC | 52.54 |
| INVESCO EXCH TRADED FD TR II | 3.33 |
| PGIM ETF TR | 2.2 |
| SELECT SECTOR SPDR TR | 2.14 |
| J P MORGAN EXCHANGE TRADED F | 1.91 |
| SPDR SER TR | 1.75 |
Additions to existing portfolio by IRONWOOD WEALTH MANAGEMENT, INC.
Reductions
| Ticker | % Reduced |
|---|---|
| ISHARES TR | -0.93 |
| ISHARES TR | -0.83 |
| ISHARES TR | -0.69 |
| ISHARES TR | -0.6 |
| ISHARES TR | -0.23 |
IRONWOOD WEALTH MANAGEMENT, INC. reduced stake in above stock
Sold off
Current Stock Holdings of IRONWOOD WEALTH MANAGEMENT, INC.
Last Reported on: 12 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 9.40 | 204,374 | 17,925,600 | REDUCED | -0.69 | |
| AGG | ISHARES TR | 8.05 | 144,766 | 15,361,100 | ADDED | 0.23 | |
| AGG | ISHARES TR | 7.79 | 28,535 | 14,855,000 | REDUCED | -0.83 | |
| AGG | ISHARES TR | 6.78 | 71,321 | 12,923,400 | REDUCED | -0.6 | |
| AGG | ISHARES TR | 6.02 | 97,531 | 11,484,300 | REDUCED | -0.93 | |
| AGT | ISHARES TR | 4.21 | 286,561 | 8,038,040 | ADDED | 0.23 | |
| AMPS | ISHARES TR | 8.54 | 200,180 | 16,282,600 | REDUCED | -0.23 | |
| AXP | AMERICAN EXPRESS CO | 0.04 | 377 | 82,262 | UNCHANGED | 0.00 | |
| BAB | INVESCO EXCH TRADED FD TR II | 11.08 | 1,000,870 | 21,128,400 | ADDED | 3.33 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 10.86 | 412,069 | 20,723,000 | ADDED | 1.91 | |
| BIL | SPDR SER TR | 5.55 | 83,084 | 10,586,600 | ADDED | 1.43 | |
| BIL | SPDR SER TR | 3.77 | 289,554 | 7,198,310 | ADDED | 1.75 | |
| COP | CONOCOPHILLIPS | 0.01 | 200 | 26,584 | UNCHANGED | 0.00 | |
| CTVA | CORTEVA INC | 0.02 | 544 | 30,715 | ADDED | 106 | |
| DD | DUPONT DE NEMOURS INC | 0.03 | 842 | 64,195 | ADDED | 52.54 | |
| DOW | DOW INC | 0.04 | 1,315 | 76,875 | ADDED | 138 | |
| PAB | PGIM ETF TR | 9.65 | 371,373 | 18,403,200 | ADDED | 2.2 | |
| SLV | ISHARES SILVER TR | 0.01 | 750 | 19,508 | UNCHANGED | 0.00 | |
| VZ | VERIZON COMMUNICATIONS INC | 0.03 | 1,501 | 60,281 | UNCHANGED | 0.00 | |
| XLB | SELECT SECTOR SPDR TR | 3.65 | 94,018 | 6,969,560 | ADDED | 2.14 | |
| XLB | SELECT SECTOR SPDR TR | 2.42 | 47,330 | 4,625,090 | ADDED | 0.56 | |
| XLB | SELECT SECTOR SPDR TR | 2.03 | 95,463 | 3,875,800 | ADDED | 0.23 |