Iron Horse Wealth Management
Latest statistics and disclosures from Iron Horse Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VYM, VOOG, BBAG, VCIT, LQD, and represent 44.50% of Iron Horse Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BBAG, LQD, VCIT, JEPI, VEA, VWO, VYM, SPY, SPDW, VO.
- Started 31 new stock positions in PGR, CARR, BP, SYY, VWI, CUZ, LII, VFC, D, DOV.
- Reduced shares in these 10 stocks: FLRN, SPYG, XYLD, FELG, SCHP, JPST, VNQ, SPEM, QQQ, SPTM.
- Sold out of its positions in AEM, Aurora Cannabis, CGC, Conmed Corp none, DFAT, SOXS, NUGT, Eqt Corp, FELG, FDL.
- Iron Horse Wealth Management was a net buyer of stock by $13M.
- Iron Horse Wealth Management has $253M in assets under management (AUM), dropping by 10.64%.
- Central Index Key (CIK): 0001836270
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Portfolio Holdings for Iron Horse Wealth Management
Iron Horse Wealth Management holds 471 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Whitehall Fds High Div Yld (VYM) | 10.9 | $28M | +2% | 227k | 120.99 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 9.9 | $25M | 82k | 304.71 |
|
|
| J P Morgan Exchange Traded F Betabuilders Us (BBAG) | 8.0 | $20M | +13% | 441k | 45.87 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 7.9 | $20M | +8% | 250k | 80.51 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 7.8 | $20M | +9% | 181k | 108.92 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.7 | $17M | +4% | 33k | 523.08 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 6.4 | $16M | +5% | 323k | 50.17 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 6.2 | $16M | +4% | 437k | 35.84 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 5.6 | $14M | +8% | 246k | 57.86 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 4.9 | $12M | +3% | 54k | 228.59 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 4.7 | $12M | +4% | 48k | 249.86 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.6 | $9.1M | +9% | 218k | 41.77 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 3.5 | $8.7M | +3% | 46k | 191.88 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 3.4 | $8.6M | +5% | 55k | 155.91 |
|
| Global X Fds Us Pfd Etf (PFFD) | 3.1 | $7.8M | +5% | 385k | 20.16 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.6 | $1.5M | +14% | 29k | 50.10 |
|
| Global X Fds S&p 500 Covered (XYLD) | 0.3 | $676k | -28% | 17k | 40.79 |
|
| Apple (AAPL) | 0.3 | $673k | +4% | 3.9k | 171.48 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.3 | $644k | -35% | 8.8k | 73.15 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $606k | 1.4k | 420.58 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $579k | 1.2k | 480.70 |
|
|
| UnitedHealth (UNH) | 0.2 | $577k | 1.2k | 494.70 |
|
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| Wells Fargo & Company (WFC) | 0.2 | $567k | -2% | 9.8k | 57.96 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $476k | 905.00 | 525.73 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $463k | +3% | 1.3k | 344.20 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $337k | +36% | 6.7k | 49.95 |
|
| Principal Financial (PFG) | 0.1 | $311k | 3.6k | 86.31 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $304k | +4% | 2.6k | 116.22 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $298k | -25% | 3.4k | 86.47 |
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.1 | $295k | -59% | 9.6k | 30.83 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $292k | 7.2k | 40.71 |
|
|
| Coca-Cola Company (KO) | 0.1 | $289k | -3% | 4.7k | 61.18 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $279k | +13% | 1.7k | 162.86 |
|
| Apollo Global Mgmt (APO) | 0.1 | $265k | +40% | 2.4k | 112.45 |
|
| Lennox International (LII) | 0.1 | $262k | NEW | 535.00 | 488.76 |
|
| AFLAC Incorporated (AFL) | 0.1 | $259k | +3% | 3.0k | 85.86 |
|
| Deere & Company (DE) | 0.1 | $254k | -2% | 618.00 | 410.99 |
|
| Procter & Gamble Company (PG) | 0.1 | $237k | +14% | 1.5k | 162.21 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $235k | -39% | 4.5k | 52.16 |
|
| Johnson & Johnson (JNJ) | 0.1 | $224k | +142% | 1.4k | 158.17 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $200k | +1254% | 3.8k | 53.10 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $196k | -13% | 2.2k | 88.44 |
|
| Starbucks Corporation (SBUX) | 0.1 | $182k | -4% | 2.0k | 91.39 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $177k | -39% | 3.5k | 50.45 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $170k | +32% | 1.5k | 110.52 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $163k | +594% | 2.7k | 60.74 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.1 | $148k | -3% | 1.9k | 76.00 |
|
| General Electric Com New (GE) | 0.1 | $145k | -4% | 823.00 | 175.53 |
|
| Chevron Corporation (CVX) | 0.1 | $140k | 890.00 | 157.74 |
|
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| Microsoft Corporation (MSFT) | 0.1 | $128k | +36% | 305.00 | 421.10 |
|
| Tractor Supply Company (TSCO) | 0.1 | $128k | 490.00 | 261.72 |
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| International Business Machines (IBM) | 0.1 | $128k | 670.00 | 190.96 |
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| Alliant Energy Corporation (LNT) | 0.0 | $124k | NEW | 2.5k | 50.40 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $121k | 515.00 | 235.79 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $121k | NEW | 465.00 | 259.90 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $116k | -9% | 445.00 | 260.72 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $108k | -6% | 1.4k | 79.76 |
|
| Intel Corporation (INTC) | 0.0 | $97k | -2% | 2.2k | 44.17 |
|
| Baxter International (BAX) | 0.0 | $96k | 2.3k | 42.74 |
|
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| Bank Of Montreal Cadcom (BMO) | 0.0 | $96k | 980.00 | 97.68 |
|
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| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.0 | $95k | -2% | 1.1k | 87.29 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $95k | -36% | 1.5k | 64.15 |
|
| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.0 | $90k | 4.5k | 19.99 |
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|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $86k | 1.0k | 82.97 |
|
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $85k | -50% | 2.3k | 36.19 |
|
| Tesla Motors (TSLA) | 0.0 | $85k | +2% | 481.00 | 175.79 |
|
| Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 0.0 | $83k | -3% | 2.4k | 34.87 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $81k | -11% | 2.5k | 32.69 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $77k | 285.00 | 270.52 |
|
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| McDonald's Corporation (MCD) | 0.0 | $76k | +31% | 269.00 | 281.95 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $75k | -9% | 375.00 | 200.45 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.0 | $73k | +2% | 2.9k | 25.28 |
|
| Lamb Weston Hldgs (LW) | 0.0 | $71k | NEW | 666.00 | 106.53 |
|
| Verizon Communications (VZ) | 0.0 | $70k | -15% | 1.7k | 41.97 |
|
| 3M Company (MMM) | 0.0 | $65k | +504% | 611.00 | 106.15 |
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| Kinder Morgan (KMI) | 0.0 | $65k | 3.5k | 18.34 |
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| AmerisourceBergen (COR) | 0.0 | $64k | 262.00 | 242.99 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $64k | -39% | 2.1k | 29.77 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $63k | -53% | 142.00 | 444.01 |
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| ConAgra Foods (CAG) | 0.0 | $59k | NEW | 2.0k | 29.64 |
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| Honeywell International (HON) | 0.0 | $59k | 285.00 | 205.25 |
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| Lowe's Companies (LOW) | 0.0 | $57k | +66% | 225.00 | 254.73 |
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| Merck & Co (MRK) | 0.0 | $56k | 421.00 | 131.95 |
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| Costco Wholesale Corporation (COST) | 0.0 | $53k | 72.00 | 732.62 |
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| Dupont De Nemours (DD) | 0.0 | $52k | 678.00 | 76.67 |
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| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.0 | $51k | 584.00 | 87.23 |
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| Dow (DOW) | 0.0 | $51k | 871.00 | 57.93 |
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| Boeing Company (BA) | 0.0 | $49k | 254.00 | 192.99 |
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| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.0 | $49k | 971.00 | 50.46 |
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| Target Corporation (TGT) | 0.0 | $48k | +19% | 273.00 | 177.21 |
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| Corteva (CTVA) | 0.0 | $48k | 836.00 | 57.66 |
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| Hormel Foods Corporation (HRL) | 0.0 | $48k | -3% | 1.4k | 34.89 |
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| Caterpillar (CAT) | 0.0 | $46k | +8% | 126.00 | 366.43 |
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| Cigna Corp (CI) | 0.0 | $45k | 125.00 | 363.19 |
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| NVIDIA Corporation (NVDA) | 0.0 | $45k | 50.00 | 903.56 |
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| GSK Sponsored Adr (GSK) | 0.0 | $43k | 1.0k | 42.87 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $42k | 420.00 | 99.43 |
|
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $41k | +27% | 701.00 | 58.55 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $40k | 740.00 | 54.24 |
|
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| Wal-Mart Stores (WMT) | 0.0 | $39k | +767% | 642.00 | 60.17 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $37k | 81.00 | 454.86 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.0 | $36k | 800.00 | 45.56 |
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| Simplify Exchange Traded Fun Volatility Prem (SVOL) | 0.0 | $36k | 1.6k | 22.66 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $36k | 313.00 | 114.96 |
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| Altria (MO) | 0.0 | $33k | 764.00 | 43.64 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $33k | -51% | 425.00 | 77.31 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $33k | 550.00 | 59.24 |
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| Amazon (AMZN) | 0.0 | $32k | 178.00 | 180.38 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $32k | 750.00 | 42.13 |
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| Pioneer Nat Res Note (Principal) | 0.0 | $32k | 11k | 2.86 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $29k | 361.00 | 79.91 |
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| Proshares Tr Pshs Ult Semicdt (USD) | 0.0 | $29k | NEW | 290.00 | 99.16 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $28k | 184.00 | 150.93 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $28k | 329.00 | 83.58 |
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| Walt Disney Company (DIS) | 0.0 | $27k | -7% | 224.00 | 122.45 |
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| At&t (T) | 0.0 | $27k | 1.5k | 17.60 |
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| Nrg Energy DBCV (Principal) | 0.0 | $26k | 16k | 1.65 |
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| Eli Lilly & Co. (LLY) | 0.0 | $26k | 33.00 | 777.97 |
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| Palo Alto Networks Note (Principal) | 0.0 | $26k | 9.0k | 2.85 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $25k | 50.00 | 504.60 |
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| Patrick Inds Note (Principal) | 0.0 | $25k | 19k | 1.29 |
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| Nike CL B (NKE) | 0.0 | $24k | 256.00 | 93.98 |
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| Uber Technologies (UBER) | 0.0 | $24k | 310.00 | 76.99 |
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| Clorox Company (CLX) | 0.0 | $24k | 155.00 | 153.11 |
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| eBay (EBAY) | 0.0 | $24k | 445.00 | 52.78 |
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| Capital Group Core Balanced SHS (CGBL) | 0.0 | $23k | NEW | 800.00 | 29.11 |
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| Pepsi (PEP) | 0.0 | $23k | +375% | 133.00 | 175.03 |
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| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.0 | $23k | NEW | 503.00 | 45.94 |
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| Kroger (KR) | 0.0 | $23k | 404.00 | 57.13 |
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| American Express Company (AXP) | 0.0 | $23k | 100.00 | 227.69 |
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| Abbott Laboratories (ABT) | 0.0 | $22k | +203% | 194.00 | 113.66 |
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| Casey's General Stores (CASY) | 0.0 | $21k | +62% | 65.00 | 320.31 |
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| Pfizer (PFE) | 0.0 | $20k | +157% | 736.00 | 27.75 |
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| Telephone & Data Sys Com New (TDS) | 0.0 | $20k | 1.2k | 16.02 |
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| Ishares U S Etf Tr Bloomberg Roll (CMDY) | 0.0 | $20k | 410.00 | 47.95 |
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| General Dynamics Corporation (GD) | 0.0 | $19k | 68.00 | 282.49 |
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| Peak (DOC) | 0.0 | $19k | 1.0k | 18.75 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $19k | 90.00 | 205.09 |
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| Meta Platforms Cl A (META) | 0.0 | $19k | 38.00 | 485.58 |
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| Ishares Tr Core Msci Pac (IPAC) | 0.0 | $18k | 284.00 | 63.31 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $18k | 344.00 | 51.60 |
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| Dexcom Note (Principal) | 0.0 | $18k | 16k | 1.10 |
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| Vale S A Sponsored Ads (VALE) | 0.0 | $18k | 1.4k | 12.19 |
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| Bunge Global Sa Com Shs (BG) | 0.0 | $17k | 170.00 | 102.52 |
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| Walgreen Boots Alliance (WBA) | 0.0 | $17k | 800.00 | 21.69 |
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| Builders FirstSource (BLDR) | 0.0 | $17k | 83.00 | 208.55 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $17k | 250.00 | 68.80 |
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| Morgan Stanley Com New (MS) | 0.0 | $17k | 182.00 | 94.16 |
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| Microchip Technology Note (Principal) | 0.0 | $17k | 16k | 1.07 |
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| Ford Motor Company (F) | 0.0 | $17k | -32% | 1.3k | 13.28 |
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| Cheesecake Factory Note (Principal) | 0.0 | $17k | 19k | 0.89 |
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| Zillow Group Note (Principal) | 0.0 | $17k | 16k | 1.05 |
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| Wingstop (WING) | 0.0 | $17k | 45.00 | 366.40 |
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| Paypal Holdings (PYPL) | 0.0 | $16k | +205% | 244.00 | 66.99 |
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| C H Robinson Worldwide Com New (CHRW) | 0.0 | $16k | 210.00 | 76.14 |
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| Home Depot (HD) | 0.0 | $16k | +13% | 41.00 | 383.61 |
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| Advanced Micro Devices (AMD) | 0.0 | $16k | 86.00 | 180.49 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $15k | 267.00 | 57.85 |
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| Nuvasive Note (Principal) | 0.0 | $15k | 16k | 0.96 |
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| Pebblebrook Hotel Tr Note (Principal) | 0.0 | $15k | 17k | 0.90 |
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| TJX Companies (TJX) | 0.0 | $15k | 150.00 | 101.42 |
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| Dish Network Corporation Note (Principal) | 0.0 | $15k | 24k | 0.63 |
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| Air Products & Chemicals (APD) | 0.0 | $15k | +785% | 62.00 | 242.27 |
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| Cable One Note (Principal) | 0.0 | $15k | 20k | 0.75 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $15k | 88.00 | 169.38 |
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| T. Rowe Price (TROW) | 0.0 | $15k | +1000% | 121.00 | 121.92 |
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| Brookfield Real Assets Incom Shs Ben Int (RA) | 0.0 | $15k | 1.1k | 12.92 |
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| F&g Annuities & Life Common Stock (FG) | 0.0 | $14k | +35400% | 355.00 | 40.50 |
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| Teladoc Health Note (Principal) | 0.0 | $14k | 17k | 0.84 |
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| Emerson Electric (EMR) | 0.0 | $14k | +56% | 125.00 | 113.42 |
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| Medical Properties Trust (MPW) | 0.0 | $14k | 3.0k | 4.70 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $14k | 100.00 | 139.01 |
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| Constellation Energy (CEG) | 0.0 | $14k | 75.00 | 184.85 |
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| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $13k | 140.00 | 95.20 |
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| W.W. Grainger (GWW) | 0.0 | $13k | +333% | 13.00 | 1017.31 |
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| Abbvie (ABBV) | 0.0 | $13k | +166% | 72.00 | 182.10 |
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| Mgp Ingredients Note (Principal) | 0.0 | $13k | 12k | 1.08 |
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| BP Sponsored Adr (BP) | 0.0 | $13k | NEW | 343.00 | 37.68 |
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| Medtronic SHS (MDT) | 0.0 | $13k | -76% | 144.00 | 87.15 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $12k | 250.00 | 49.24 |
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| Houlihan Lokey Cl A (HLI) | 0.0 | $12k | 96.00 | 128.19 |
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| Southwest Airls Note (Principal) | 0.0 | $12k | 12k | 1.01 |
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| Spdr Ser Tr Portfolio Ln Cor (SPLB) | 0.0 | $12k | 517.00 | 23.24 |
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| Amgen (AMGN) | 0.0 | $12k | 42.00 | 284.31 |
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| Kronos Worldwide (KRO) | 0.0 | $12k | 1.0k | 11.80 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $11k | 150.00 | 76.03 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $11k | +72% | 83.00 | 136.05 |
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| Waste Management (WM) | 0.0 | $11k | 50.00 | 213.16 |
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| Akamai Technologies Note (Principal) | 0.0 | $11k | 9.0k | 1.18 |
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| Broadcom (AVGO) | 0.0 | $11k | 8.00 | 1325.38 |
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| Exelon Corporation (EXC) | 0.0 | $11k | 282.00 | 37.57 |
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| International Flavors & Fragrances (IFF) | 0.0 | $11k | 122.00 | 85.99 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $10k | +55% | 237.00 | 43.43 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $10k | -5% | 189.00 | 53.80 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $10k | 30.00 | 337.07 |
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| Us Bancorp Del Com New (USB) | 0.0 | $10k | 225.00 | 44.70 |
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| Qualys (QLYS) | 0.0 | $10k | 60.00 | 166.87 |
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| Cadence Design Systems (CDNS) | 0.0 | $10k | 32.00 | 311.28 |
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| Principal Exchange Traded Us Mega Cp Etf (USMC) | 0.0 | $9.8k | 191.00 | 51.36 |
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| Sherwin-Williams Company (SHW) | 0.0 | $9.7k | 28.00 | 347.32 |
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| Hamilton Lane Cl A (HLNE) | 0.0 | $9.6k | 85.00 | 112.76 |
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| Becton, Dickinson and (BDX) | 0.0 | $9.4k | +375% | 38.00 | 247.45 |
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| Goldman Sachs Etf Tr Nasdaq 100 Core (GPIQ) | 0.0 | $9.3k | 200.00 | 46.56 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $9.2k | 286.00 | 32.23 |
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| Alight Com Cl A (ALIT) | 0.0 | $9.0k | 915.00 | 9.85 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $9.0k | 70.00 | 128.40 |
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| Appfolio Com Cl A (APPF) | 0.0 | $8.9k | 36.00 | 246.75 |
|
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| New Mountain Finance Corp (NMFC) | 0.0 | $8.9k | 700.00 | 12.67 |
|
|
| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.0 | $8.7k | 204.00 | 42.57 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $8.7k | 222.00 | 38.98 |
|
|
| Five Below (FIVE) | 0.0 | $8.5k | 47.00 | 181.38 |
|
|
| Wp Carey (WPC) | 0.0 | $8.5k | 150.00 | 56.44 |
|
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $8.4k | 51.00 | 164.02 |
|
|
| Globant S A (GLOB) | 0.0 | $8.3k | 41.00 | 201.90 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $8.2k | +312% | 33.00 | 249.73 |
|
| Block Note (Principal) | 0.0 | $8.2k | 8.0k | 1.02 |
|
|
| Nextera Energy (NEE) | 0.0 | $8.0k | 125.00 | 63.91 |
|
|
| Dover Corporation (DOV) | 0.0 | $8.0k | NEW | 45.00 | 177.20 |
|
| Ishares Msci Switzerland (EWL) | 0.0 | $7.9k | 166.00 | 47.60 |
|
|
| Qualcomm (QCOM) | 0.0 | $7.8k | 46.00 | 169.30 |
|
|
| Fastenal Company (FAST) | 0.0 | $7.7k | 100.00 | 77.14 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $7.7k | 181.00 | 42.55 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $7.6k | 31.00 | 245.94 |
|
|
| Gamestop Corp Cl A (GME) | 0.0 | $7.5k | 600.00 | 12.52 |
|
|
| Paccar (PCAR) | 0.0 | $7.4k | 60.00 | 123.88 |
|
|
| Gilead Sciences (GILD) | 0.0 | $7.4k | 101.00 | 73.25 |
|
|
| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.0 | $7.3k | 100.00 | 72.81 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $7.3k | 63.00 | 115.30 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $7.2k | +37% | 74.00 | 97.53 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $7.1k | -31% | 165.00 | 43.04 |
|
| Ccc Intelligent Solutions Holdings (CCCS) | 0.0 | $7.0k | 588.00 | 11.96 |
|
|
| Hanesbrands (HBI) | 0.0 | $7.0k | 1.2k | 5.80 |
|
|
| FedEx Corporation (FDX) | 0.0 | $6.7k | 23.00 | 289.74 |
|
|
| Euronet Worldwide (EEFT) | 0.0 | $6.6k | 60.00 | 109.93 |
|
|
| Electronic Arts (EA) | 0.0 | $6.4k | 48.00 | 132.67 |
|
|
| Cisco Systems (CSCO) | 0.0 | $6.2k | -32% | 124.00 | 49.91 |
|
| Firstservice Corp (FSV) | 0.0 | $6.1k | -60% | 37.00 | 165.81 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $6.1k | +44% | 113.00 | 54.23 |
|
| General Mills (GIS) | 0.0 | $6.1k | +171% | 87.00 | 69.97 |
|
| Ishares Msci Cda Etf (EWC) | 0.0 | $6.0k | 157.00 | 38.28 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $5.9k | 34.00 | 174.21 |
|
|
| Ames National Corporation (ATLO) | 0.0 | $5.9k | 291.00 | 20.18 |
|
|
| Everbridge Note (Principal) | 0.0 | $5.9k | 6.0k | 0.98 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $5.8k | 50.00 | 116.84 |
|
|
| Canadian Natural Resources (CNQ) | 0.0 | $5.7k | 75.00 | 76.32 |
|
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $5.7k | 26.00 | 218.46 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $5.5k | 27.00 | 204.85 |
|
|
| Copart (CPRT) | 0.0 | $5.3k | 92.00 | 57.92 |
|
|
| Ishares Tr Aggres Alloc Etf (AOA) | 0.0 | $5.3k | 72.00 | 73.46 |
|
|
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.0 | $5.2k | -38% | 121.00 | 42.82 |
|
| Citigroup Com New (C) | 0.0 | $5.1k | 80.00 | 63.24 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $5.1k | 87.00 | 58.06 |
|
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $5.0k | 95.00 | 52.26 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $4.9k | 24.00 | 206.00 |
|
|
| Nrg Energy Com New (NRG) | 0.0 | $4.9k | 73.00 | 67.68 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $4.9k | NEW | 5.00 | 970.40 |
|
| Illinois Tool Works (ITW) | 0.0 | $4.8k | +100% | 18.00 | 268.33 |
|
| Spirit Airls Note (Principal) | 0.0 | $4.8k | 10k | 0.48 |
|
|
| American Airls (AAL) | 0.0 | $4.8k | 311.00 | 15.35 |
|
|
| Potlatch Corporation (PCH) | 0.0 | $4.7k | 100.00 | 47.02 |
|
|
| Goldman Sachs Etf Tr S&p 500 Core Pre (GPIX) | 0.0 | $4.7k | 100.00 | 47.01 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $4.7k | 85.00 | 54.81 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $4.6k | +181% | 31.00 | 148.65 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $4.6k | 11.00 | 418.00 |
|
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $4.6k | 32.00 | 142.59 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $4.5k | NEW | 55.00 | 81.18 |
|
| Vici Pptys (VICI) | 0.0 | $4.4k | 149.00 | 29.79 |
|
|
| Chubb (CB) | 0.0 | $4.4k | 17.00 | 259.12 |
|
|
| Rockwell Automation (ROK) | 0.0 | $4.4k | NEW | 15.00 | 291.33 |
|
| Workiva Com Cl A (WK) | 0.0 | $4.2k | 50.00 | 84.80 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $4.2k | 6.00 | 698.50 |
|
|
| Siteone Landscape Supply (SITE) | 0.0 | $4.2k | 24.00 | 174.54 |
|
|
| Rh (RH) | 0.0 | $4.2k | 12.00 | 348.25 |
|
|
| Corning Incorporated (GLW) | 0.0 | $4.1k | 125.00 | 32.96 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $4.1k | 23.00 | 179.13 |
|
|
| MetLife (MET) | 0.0 | $4.1k | 55.00 | 74.11 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $4.0k | 131.00 | 30.50 |
|
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $3.9k | 100.00 | 39.36 |
|
|
| Twilio Cl A (TWLO) | 0.0 | $3.9k | 64.00 | 61.16 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $3.9k | NEW | 25.00 | 154.92 |
|
| Doximity Cl A (DOCS) | 0.0 | $3.8k | 142.00 | 26.91 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $3.7k | 62.00 | 60.31 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $3.7k | -13% | 20.00 | 186.80 |
|
| Bank of America Corporation (BAC) | 0.0 | $3.7k | 98.00 | 37.82 |
|
|
| Sprouts Fmrs Mkt (SFM) | 0.0 | $3.7k | 57.00 | 64.47 |
|
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $3.7k | 73.00 | 50.08 |
|
|
| Manulife Finl Corp (MFC) | 0.0 | $3.5k | 139.00 | 24.99 |
|
|
| United Therapeutics Corporation (UTHR) | 0.0 | $3.4k | 15.00 | 229.73 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $3.4k | 5.00 | 687.00 |
|
|
| Valmont Industries (VMI) | 0.0 | $3.4k | 15.00 | 228.27 |
|
|
| Advisor Managed Portfolios Arch Indices Voi (VWI) | 0.0 | $3.4k | NEW | 125.00 | 27.01 |
|
| Chemours (CC) | 0.0 | $3.3k | 126.00 | 26.26 |
|
|
| Equinix (EQIX) | 0.0 | $3.3k | 4.00 | 825.25 |
|
|
| Black Hills Corporation (BKH) | 0.0 | $3.3k | NEW | 60.00 | 54.60 |
|
| Phillips 66 (PSX) | 0.0 | $3.3k | 20.00 | 163.35 |
|
|
| Tyson Foods Cl A (TSN) | 0.0 | $3.2k | 55.00 | 58.73 |
|
|
| Cme (CME) | 0.0 | $3.2k | 15.00 | 215.27 |
|
|
| Stryker Corporation (SYK) | 0.0 | $3.2k | 9.00 | 357.89 |
|
|
| Paychex (PAYX) | 0.0 | $3.2k | 26.00 | 122.81 |
|
|
| Louisiana-Pacific Corporation (LPX) | 0.0 | $3.2k | 38.00 | 83.92 |
|
|
| Brown & Brown (BRO) | 0.0 | $3.1k | 35.00 | 87.54 |
|
|
| Prudential Financial (PRU) | 0.0 | $3.1k | 26.00 | 117.38 |
|
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $3.0k | -46% | 56.00 | 53.34 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $3.0k | 45.00 | 65.64 |
|
|
| Philip Morris International (PM) | 0.0 | $2.9k | 32.00 | 91.62 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $2.9k | NEW | 23.00 | 125.61 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $2.9k | 3.00 | 962.33 |
|
|
| Kellogg Company (K) | 0.0 | $2.9k | 50.00 | 57.30 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $2.8k | 29.00 | 96.72 |
|
|
| Linde SHS (LIN) | 0.0 | $2.8k | 6.00 | 464.33 |
|
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $2.8k | 38.00 | 73.29 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $2.7k | 40.00 | 67.75 |
|
|
| Ishares Tr 20+ Year Tr Bd (TLTW) | 0.0 | $2.7k | 100.00 | 26.70 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $2.7k | 53.00 | 50.19 |
|
|
| Thomson Reuters Corp. (TRI) | 0.0 | $2.6k | 17.00 | 155.82 |
|
|
| Clearwater Analytics Hldgs I Cl A (CWAN) | 0.0 | $2.6k | 149.00 | 17.69 |
|
|
| Pioneer Natural Resources (PXD) | 0.0 | $2.6k | 10.00 | 262.50 |
|
|
| Ishares Jp Mrgn Em Hi Bd (EMHY) | 0.0 | $2.6k | 70.00 | 37.46 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $2.6k | 19.00 | 137.42 |
|
|
| S&p Global (SPGI) | 0.0 | $2.6k | 6.00 | 425.50 |
|
|
| Norfolk Southern (NSC) | 0.0 | $2.5k | 10.00 | 254.90 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $2.5k | 10.00 | 254.90 |
|
|
| BlackRock (BLK) | 0.0 | $2.5k | 3.00 | 833.67 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $2.5k | 52.00 | 47.46 |
|
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.0 | $2.4k | 102.00 | 23.83 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $2.4k | 7.00 | 346.57 |
|
|
| Cloudflare Cl A Com (NET) | 0.0 | $2.4k | +13% | 25.00 | 96.84 |
|
| First Tr Mlp & Energy Income (FEI) | 0.0 | $2.4k | 250.00 | 9.67 |
|
|
| Relx Sponsored Adr (RELX) | 0.0 | $2.4k | 55.00 | 43.29 |
|
|
| Analog Devices (ADI) | 0.0 | $2.4k | 12.00 | 197.75 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $2.4k | 22.00 | 107.59 |
|
|
| Oge Energy Corp (OGE) | 0.0 | $2.4k | 69.00 | 34.30 |
|
|
| ON Semiconductor (ON) | 0.0 | $2.4k | 32.00 | 73.56 |
|
|
| Xylem (XYL) | 0.0 | $2.3k | 18.00 | 129.22 |
|
|
| Trimble Navigation (TRMB) | 0.0 | $2.3k | 35.00 | 64.37 |
|
|
| Cousins Pptys Com New (CUZ) | 0.0 | $2.2k | NEW | 93.00 | 23.96 |
|
| Extra Space Storage (EXR) | 0.0 | $2.2k | 15.00 | 147.00 |
|
|
| AMN Healthcare Services (AMN) | 0.0 | $2.2k | 35.00 | 62.51 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $2.2k | -56% | 24.00 | 90.92 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $2.2k | 46.00 | 47.43 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $2.1k | 47.00 | 45.40 |
|
|
| Murphy Usa (MUSA) | 0.0 | $2.1k | 5.00 | 419.20 |
|
|
| Atmos Energy Corporation (ATO) | 0.0 | $2.0k | 17.00 | 118.88 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $2.0k | 32.00 | 62.81 |
|
|
| Trinity Industries (TRN) | 0.0 | $2.0k | 71.00 | 27.85 |
|
|
| Tc Energy Corp (TRP) | 0.0 | $2.0k | 49.00 | 40.20 |
|
|
| Rumble Com Cl A (RUM) | 0.0 | $2.0k | 242.00 | 8.08 |
|
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $1.9k | 19.00 | 102.11 |
|
|
| Jack Henry & Associates (JKHY) | 0.0 | $1.9k | 11.00 | 173.73 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $1.9k | 37.00 | 50.19 |
|
|
| Progressive Corporation (PGR) | 0.0 | $1.9k | NEW | 9.00 | 205.67 |
|
| Kraft Heinz (KHC) | 0.0 | $1.8k | 50.00 | 36.90 |
|
|
| Gaming & Leisure Pptys (GLPI) | 0.0 | $1.8k | 40.00 | 46.08 |
|
|
| CenterPoint Energy (CNP) | 0.0 | $1.8k | 64.00 | 28.48 |
|
|
| FactSet Research Systems (FDS) | 0.0 | $1.8k | 4.00 | 454.50 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $1.8k | 130.00 | 13.95 |
|
|
| New Jersey Resources Corporation (NJR) | 0.0 | $1.8k | 42.00 | 42.90 |
|
|
| Landstar System (LSTR) | 0.0 | $1.7k | 9.00 | 192.78 |
|
|
| Allstate Corporation (ALL) | 0.0 | $1.7k | 10.00 | 173.00 |
|
|
| Apa Corporation (APA) | 0.0 | $1.7k | 50.00 | 34.38 |
|
|
| Sitime Corp (SITM) | 0.0 | $1.7k | 18.00 | 93.22 |
|
|
| Smucker J M Com New (SJM) | 0.0 | $1.6k | 13.00 | 125.85 |
|
|
| Equitrans Midstream Corp (ETRN) | 0.0 | $1.6k | 131.00 | 12.49 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $1.6k | -9% | 19.00 | 85.74 |
|
| Endava Ads (DAVA) | 0.0 | $1.6k | 42.00 | 38.05 |
|
|
| Commerce Bancshares (CBSH) | 0.0 | $1.6k | 30.00 | 53.20 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $1.6k | 5.00 | 317.60 |
|
|
| Planet Fitness Cl A (PLNT) | 0.0 | $1.6k | 25.00 | 62.64 |
|
|
| PPL Corporation (PPL) | 0.0 | $1.5k | 56.00 | 27.54 |
|
|
| Leslies (LESL) | 0.0 | $1.5k | 233.00 | 6.50 |
|
|
| Eversource Energy (ES) | 0.0 | $1.5k | 25.00 | 59.76 |
|
|
| Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.0 | $1.5k | 88.00 | 16.83 |
|
|
| Hf Sinclair Corp (DINO) | 0.0 | $1.4k | 24.00 | 60.38 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $1.4k | 21.00 | 68.81 |
|
|
| Edison International (EIX) | 0.0 | $1.4k | 20.00 | 70.75 |
|
|
| Nucor Corporation (NUE) | 0.0 | $1.4k | 7.00 | 197.86 |
|
|
| Bio Rad Labs Cl A (BIO) | 0.0 | $1.4k | 4.00 | 345.75 |
|
|
| Plug Power Com New (PLUG) | 0.0 | $1.4k | +99% | 402.00 | 3.44 |
|
| Fox Corp Cl A Com (FOXA) | 0.0 | $1.4k | 44.00 | 31.27 |
|
|
| Robert Half International (RHI) | 0.0 | $1.3k | 17.00 | 79.29 |
|
|
| Webster Financial Corporation (WBS) | 0.0 | $1.3k | 26.00 | 50.77 |
|
|
| Sempra Energy (SRE) | 0.0 | $1.3k | 18.00 | 71.83 |
|
|
| Moderna (MRNA) | 0.0 | $1.3k | 12.00 | 106.58 |
|
|
| NetApp (NTAP) | 0.0 | $1.3k | 12.00 | 105.00 |
|
|
| Carnival Corp Unit (CCL) | 0.0 | $1.3k | 77.00 | 16.34 |
|
|
| Yum! Brands (YUM) | 0.0 | $1.2k | 9.00 | 138.67 |
|
|
| Dollar General (DG) | 0.0 | $1.2k | 8.00 | 156.00 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $1.2k | 12.00 | 103.08 |
|
|
| CMS Energy Corporation (CMS) | 0.0 | $1.2k | 20.00 | 60.35 |
|
|
| East West Ban (EWBC) | 0.0 | $1.2k | 15.00 | 79.13 |
|
|
| Liberty Global Com Cl C (LBTYK) | 0.0 | $1.2k | 67.00 | 17.64 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $1.2k | NEW | 20.00 | 58.15 |
|
| WPP Adr (WPP) | 0.0 | $1.1k | 24.00 | 47.42 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $1.1k | -90% | 10.00 | 109.40 |
|
| Realty Income (O) | 0.0 | $1.1k | NEW | 20.00 | 54.10 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $1.1k | 15.00 | 70.87 |
|
|
| Fortrea Hldgs Common Stock (FTRE) | 0.0 | $1.0k | 26.00 | 40.15 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $1.0k | 26.00 | 39.81 |
|
|
| Applied Materials (AMAT) | 0.0 | $1.0k | 5.00 | 206.20 |
|
|
| EOG Resources (EOG) | 0.0 | $1.0k | 8.00 | 127.88 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $1.0k | 7.00 | 145.43 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $1.0k | +6% | 16.00 | 63.00 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $1.0k | 36.00 | 27.89 |
|
|
| Spdr Ser Tr Portfolio Crport (SPBO) | 0.0 | $988.998800 | 34.00 | 29.09 |
|
|
| Grupo Aeropuerto Del Pacific Spon Adr B (PAC) | 0.0 | $979.000200 | 6.00 | 163.17 |
|
|
| Expeditors International of Washington (EXPD) | 0.0 | $973.000000 | 8.00 | 121.62 |
|
|
| Omni (OMC) | 0.0 | $968.000000 | 10.00 | 96.80 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $957.000000 | 2.00 | 478.50 |
|
|
| Roblox Corp Cl A (RBLX) | 0.0 | $955.000000 | 25.00 | 38.20 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $953.000000 | 10.00 | 95.30 |
|
|
| Beyond Meat (BYND) | 0.0 | $902.999600 | 109.00 | 8.28 |
|
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.0 | $894.000000 | 32.00 | 27.94 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $892.999800 | NEW | 9.00 | 99.22 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $892.000200 | 14.00 | 63.71 |
|
|
| Under Armour Cl A (UAA) | 0.0 | $885.996000 | 120.00 | 7.38 |
|
|
| Tpi Composites (TPIC) | 0.0 | $856.010400 | 294.00 | 2.91 |
|
|
| Modiv Industrial Com Stk Cl C (MDV) | 0.0 | $850.001700 | +10% | 51.00 | 16.67 |
|
| Docgo (DCGO) | 0.0 | $763.994700 | 189.00 | 4.04 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $757.999800 | 9.00 | 84.22 |
|
|
| Dominion Resources (D) | 0.0 | $738.000000 | NEW | 15.00 | 49.20 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $729.000000 | 12.00 | 60.75 |
|
|
| Tegna (TGNA) | 0.0 | $702.001400 | 47.00 | 14.94 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $675.000200 | 7.00 | 96.43 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $628.999200 | 72.00 | 8.74 |
|
|
| Zim Integrated Shipping Serv SHS (ZIM) | 0.0 | $616.002400 | 61.00 | 10.10 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $613.999800 | 9.00 | 68.22 |
|
|
| Skyworks Solutions (SWKS) | 0.0 | $542.000000 | 5.00 | 108.40 |
|
|
| V.F. Corporation (VFC) | 0.0 | $537.001500 | NEW | 35.00 | 15.34 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $490.000000 | 5.00 | 98.00 |
|
|
| Lumen Technologies (LUMN) | 0.0 | $468.000000 | 300.00 | 1.56 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $437.000100 | -57% | 3.00 | 145.67 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $433.000500 | 15.00 | 28.87 |
|
|
| Williams Companies (WMB) | 0.0 | $429.000000 | 11.00 | 39.00 |
|
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $403.999800 | 6.00 | 67.33 |
|
|
| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.0 | $393.000000 | 8.00 | 49.12 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $286.000000 | 2.00 | 143.00 |
|
|
| Oatly Group Ab Sponsored Ads (OTLY) | 0.0 | $283.000000 | 250.00 | 1.13 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $271.000000 | 8.00 | 33.88 |
|
|
| Ftai Aviation SHS (FTAI) | 0.0 | $269.000000 | 4.00 | 67.25 |
|
|
| Lucid Group (LCID) | 0.0 | $268.003400 | 94.00 | 2.85 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $251.000100 | 3.00 | 83.67 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $246.000000 | 5.00 | 49.20 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $245.000100 | +50% | 3.00 | 81.67 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $237.000000 | 2.00 | 118.50 |
|
|
| Ishares Em Mkts Div Etf (DVYE) | 0.0 | $236.999700 | 9.00 | 26.33 |
|
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $232.000000 | 5.00 | 46.40 |
|
|
| Wk Kellogg Com Shs (KLG) | 0.0 | $225.999600 | 12.00 | 18.83 |
|
|
| Quidel Corp (QDEL) | 0.0 | $192.000000 | 4.00 | 48.00 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $185.000000 | 2.00 | 92.50 |
|
|
| Theriva Biologics Com New (TOVX) | 0.0 | $171.002500 | NEW | 365.00 | 0.47 |
|
| Amc Entmt Hldgs Cl A New (AMC) | 0.0 | $119.001600 | 32.00 | 3.72 |
|
|
| Babcock & Wilcox Enterpr (BW) | 0.0 | $113.000000 | 100.00 | 1.13 |
|
|
| Vaneck Etf Trust Social Sentiment (BUZZ) | 0.0 | $107.000000 | 5.00 | 21.40 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $96.000000 | 2.00 | 48.00 |
|
|
| Aurora Cannabis | 0.0 | $88.000000 | NEW | 20.00 | 4.40 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $76.000000 | 1.00 | 76.00 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $67.000000 | NEW | 1.00 | 67.00 |
|
| Brighthouse Finl (BHF) | 0.0 | $52.000000 | 1.00 | 52.00 |
|
|
| Generation Income Pptys Com New (GIPR) | 0.0 | $45.999600 | NEW | 12.00 | 3.83 |
|
| General Motors Company (GM) | 0.0 | $45.000000 | 1.00 | 45.00 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $32.000000 | NEW | 1.00 | 32.00 |
|
| Advisorshares Tr Pure Cannabis (YOLO) | 0.0 | $32.000000 | -99% | 8.00 | 4.00 |
|
| Sofi Technologies (SOFI) | 0.0 | $29.000000 | 4.00 | 7.25 |
|
|
| Fidelity Covington Trust Enhanced Large (FELV) | 0.0 | $28.000000 | -99% | 1.00 | 28.00 |
|
| Ftai Infrastructure Common Stock (FIP) | 0.0 | $25.000000 | 4.00 | 6.25 |
|
|
| Nio Spon Ads (NIO) | 0.0 | $23.000000 | 5.00 | 4.60 |
|
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $17.000000 | NEW | 1.00 | 17.00 |
|
| Antero Midstream Corp antero midstream (AM) | 0.0 | $14.000000 | 1.00 | 14.00 |
|
|
| Snap Cl A (SNAP) | 0.0 | $11.000000 | 1.00 | 11.00 |
|
|
| Lumos Pharma (LUMO) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $0 | 0 | 0.00 |
|
Past Filings by Iron Horse Wealth Management
SEC 13F filings are viewable for Iron Horse Wealth Management going back to 2020
- Iron Horse Wealth Management 2024 Q1 filed April 17, 2024
- Iron Horse Wealth Management 2023 Q4 filed Jan. 22, 2024
- Iron Horse Wealth Management 2023 Q3 filed Oct. 18, 2023
- Iron Horse Wealth Management 2023 Q2 filed Aug. 1, 2023
- Iron Horse Wealth Management 2023 Q1 filed May 2, 2023
- Iron Horse Wealth Management 2022 Q4 filed Jan. 19, 2023
- Iron Horse Wealth Management 2022 Q3 filed Oct. 12, 2022
- Iron Horse Wealth Management 2022 Q2 filed Aug. 4, 2022
- Iron Horse Wealth Management 2022 Q1 filed April 11, 2022
- Iron Horse Wealth Management 2021 Q4 filed Jan. 19, 2022
- Iron Horse Wealth Management 2021 Q3 filed Oct. 6, 2021
- Iron Horse Wealth Management 2021 Q2 filed July 23, 2021
- Iron Horse Wealth Management 2021 Q1 filed April 13, 2021
- Iron Horse Wealth Management 2020 Q4 filed Jan. 14, 2021