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, VCIT, LQD, BBAG, and represent 43.94% of Iron Horse Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VYM, VCIT, LQD, JEPI, SPDW, VEA, BBAG, VOOG, SPY, VB.
- Started 22 new stock positions in XLP, ACHR, BIIB, QCRH, Echostar Corp, DIA, FLTR, BLK, TFLO, Sunrise Communications Ag Ads Cl A. DFAC, EMB, Tidal Etf Tr, FELG, BIDU, South Bow Corp, ONTF, HAL, Health In Tech, VEU, SAP, VDE.
- Reduced shares in these 10 stocks: LEVI, SPYV, , IBDQ, SVOL, APO, VNQ, IAGG, KR, Dish Network Corp note 3.375% 8/1.
- Sold out of its positions in VWI, BHF, CBSH, DNMR, Dish Network Corp note 3.375% 8/1, ES, FDS, FIP, JKHY, IBDQ. LEVI, LFVN, MU, NJR, NANC, Spirit Airls, PHYS, ULTA, VGLT.
- Iron Horse Wealth Management was a net buyer of stock by $13M.
- Iron Horse Wealth Management has $298M in assets under management (AUM), dropping by 1.86%.
- Central Index Key (CIK): 0001836270
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Portfolio Holdings for Iron Horse Wealth Management
Iron Horse Wealth Management holds 510 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Iron Horse Wealth Management has 510 total positions. Only the first 250 positions are shown.
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- Download the Iron Horse Wealth Management December 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Whitehall Fds High Div Yld (VYM) | 10.9 | $32M | +3% | 254k | 127.59 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 10.8 | $32M | +2% | 88k | 366.06 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 7.7 | $23M | +4% | 285k | 80.27 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 7.3 | $22M | +4% | 203k | 106.84 |
|
| J P Morgan Exchange Traded F Betabuilders Us (BBAG) | 7.3 | $22M | +3% | 479k | 45.18 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 7.1 | $21M | +2% | 36k | 586.07 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 6.0 | $18M | +5% | 373k | 47.82 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 5.8 | $17M | +5% | 502k | 34.13 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 5.5 | $16M | +5% | 285k | 57.53 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 4.8 | $14M | +2% | 60k | 240.28 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 4.7 | $14M | +3% | 53k | 264.13 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.6 | $11M | +3% | 245k | 44.04 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 3.3 | $9.9M | +2% | 50k | 198.18 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 3.3 | $9.8M | +2% | 61k | 161.77 |
|
| Global X Fds Us Pfd Etf (PFFD) | 2.9 | $8.6M | +4% | 443k | 19.51 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.5 | $1.4M | -5% | 28k | 51.14 |
|
| Apple (AAPL) | 0.4 | $1.3M | +5% | 5.1k | 250.42 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $995k | +23% | 1.8k | 538.81 |
|
| Lennox International (LII) | 0.3 | $978k | +50% | 1.6k | 609.30 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $915k | 2.0k | 453.33 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.3 | $749k | 8.5k | 87.90 |
|
|
| Global X Fds S&p 500 Covered (XYLD) | 0.2 | $721k | 17k | 41.90 |
|
|
| Wells Fargo & Company (WFC) | 0.2 | $690k | 9.8k | 70.24 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $583k | 990.00 | 588.68 |
|
|
| UnitedHealth (UNH) | 0.2 | $575k | 1.1k | 505.86 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $566k | +2% | 1.4k | 410.44 |
|
| Microsoft Corporation (MSFT) | 0.2 | $543k | +82% | 1.3k | 421.54 |
|
| Johnson & Johnson (JNJ) | 0.2 | $477k | +33% | 3.3k | 144.61 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $471k | +497% | 3.5k | 134.28 |
|
| Alliant Energy Corporation (LNT) | 0.1 | $437k | +50% | 7.4k | 59.14 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $350k | -6% | 7.0k | 49.92 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $309k | 7.2k | 43.24 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $299k | +4% | 1.8k | 167.62 |
|
| Coca-Cola Company (KO) | 0.1 | $293k | 4.7k | 62.26 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $279k | 1.2k | 239.81 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $278k | +20% | 4.5k | 62.31 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $272k | 1.6k | 169.30 |
|
|
| Principal Financial (PFG) | 0.1 | $272k | -2% | 3.5k | 77.41 |
|
| Apollo Global Mgmt (APO) | 0.1 | $272k | -12% | 1.6k | 165.16 |
|
| Deere & Company (DE) | 0.1 | $270k | 636.00 | 423.95 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $265k | +19% | 2.3k | 115.22 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $260k | -9% | 2.9k | 89.08 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $252k | -5% | 2.3k | 107.57 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $245k | +6% | 845.00 | 289.81 |
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.1 | $241k | 7.8k | 30.73 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $239k | 2.6k | 91.25 |
|
|
| AFLAC Incorporated (AFL) | 0.1 | $237k | +5% | 2.3k | 103.44 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $218k | +8% | 3.9k | 56.14 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $213k | +150% | 1.1k | 189.34 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $213k | 404.00 | 526.30 |
|
|
| International Business Machines (IBM) | 0.1 | $207k | -3% | 940.00 | 219.83 |
|
| American Express Company (AXP) | 0.1 | $198k | -3% | 666.00 | 296.73 |
|
| 3M Company (MMM) | 0.1 | $196k | +46% | 1.5k | 129.09 |
|
| Tesla Motors (TSLA) | 0.1 | $196k | 485.00 | 403.84 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $195k | +25% | 3.9k | 50.37 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $195k | 3.3k | 58.52 |
|
|
| F&g Annuities & Life Common Stock (FG) | 0.1 | $177k | +32% | 4.3k | 41.44 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $169k | +99% | 6.5k | 25.83 |
|
| ConAgra Foods (CAG) | 0.1 | $167k | +50% | 6.0k | 27.75 |
|
| Oneok (OKE) | 0.1 | $163k | 1.6k | 100.43 |
|
|
| Honeywell International (HON) | 0.1 | $159k | 702.00 | 225.95 |
|
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.1 | $153k | 1.9k | 80.20 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $136k | 485.00 | 280.06 |
|
|
| Wal-Mart Stores (WMT) | 0.0 | $134k | +39% | 1.5k | 90.35 |
|
| Lamb Weston Hldgs (LW) | 0.0 | $134k | +50% | 2.0k | 66.83 |
|
| Ge Aerospace Com New (GE) | 0.0 | $130k | -11% | 778.00 | 166.79 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $129k | -3% | 510.00 | 253.75 |
|
| Chevron Corporation (CVX) | 0.0 | $128k | -5% | 887.00 | 144.81 |
|
| Tractor Supply Company (TSCO) | 0.0 | $128k | +390% | 2.4k | 53.06 |
|
| Abbott Laboratories (ABT) | 0.0 | $128k | +150% | 1.1k | 113.11 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $124k | +70% | 242.00 | 511.96 |
|
| Pepsi (PEP) | 0.0 | $121k | +13% | 795.00 | 152.00 |
|
| McDonald's Corporation (MCD) | 0.0 | $114k | +19% | 394.00 | 289.89 |
|
| Lowe's Companies (LOW) | 0.0 | $100k | +28% | 405.00 | 246.80 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.0 | $98k | +4% | 1.1k | 86.89 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $98k | 1.1k | 87.25 |
|
|
| Kinder Morgan (KMI) | 0.0 | $97k | 3.5k | 27.40 |
|
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $95k | 980.00 | 97.05 |
|
|
| Visa Com Cl A (V) | 0.0 | $85k | 270.00 | 316.04 |
|
|
| salesforce (CRM) | 0.0 | $84k | 252.00 | 334.35 |
|
|
| Prudential Financial (PRU) | 0.0 | $81k | 682.00 | 118.61 |
|
|
| Costco Wholesale Corporation (COST) | 0.0 | $80k | 87.00 | 916.26 |
|
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $79k | 2.4k | 32.76 |
|
|
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $78k | 1.7k | 45.20 |
|
|
| Verizon Communications (VZ) | 0.0 | $76k | +9% | 1.9k | 40.00 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $75k | 1.9k | 38.37 |
|
|
| Amgen (AMGN) | 0.0 | $74k | -2% | 282.00 | 260.92 |
|
| Ameriprise Financial (AMP) | 0.0 | $74k | 138.00 | 532.63 |
|
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.0 | $73k | 2.9k | 24.99 |
|
|
| Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 0.0 | $73k | 2.2k | 32.99 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $70k | -2% | 277.00 | 253.69 |
|
| Meta Platforms Cl A (META) | 0.0 | $70k | +9% | 120.00 | 585.51 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $69k | +5% | 362.00 | 190.38 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $66k | +67% | 136.00 | 485.32 |
|
| Broadcom (AVGO) | 0.0 | $66k | 283.00 | 231.53 |
|
|
| Amazon (AMZN) | 0.0 | $63k | +64% | 286.00 | 219.39 |
|
| At&t (T) | 0.0 | $62k | 2.7k | 22.77 |
|
|
| Walt Disney Company (DIS) | 0.0 | $62k | 557.00 | 111.38 |
|
|
| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.0 | $62k | +33% | 800.00 | 77.22 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $61k | -10% | 854.00 | 71.43 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $61k | 1.4k | 44.89 |
|
|
| AmerisourceBergen (COR) | 0.0 | $59k | 262.00 | 224.68 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $59k | 662.00 | 88.79 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $57k | NEW | 232.00 | 246.44 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.0 | $57k | +8% | 631.00 | 90.35 |
|
| Baxter International (BAX) | 0.0 | $57k | 2.0k | 29.16 |
|
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $55k | -3% | 1.8k | 29.86 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $55k | +236% | 279.00 | 197.47 |
|
| Ge Vernova (GEV) | 0.0 | $54k | -18% | 165.00 | 328.93 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $53k | +27% | 940.00 | 56.38 |
|
| Caterpillar (CAT) | 0.0 | $53k | +7% | 146.00 | 362.76 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $52k | 900.00 | 58.18 |
|
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| Dupont De Nemours (DD) | 0.0 | $52k | 678.00 | 76.25 |
|
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| Marsh & McLennan Companies (MMC) | 0.0 | $51k | 240.00 | 212.41 |
|
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $50k | +200% | 2.1k | 23.68 |
|
| Merck & Co (MRK) | 0.0 | $50k | 501.00 | 99.48 |
|
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.0 | $49k | 971.00 | 50.50 |
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| Pfizer (PFE) | 0.0 | $49k | +119% | 1.8k | 26.53 |
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| Air Products & Chemicals (APD) | 0.0 | $48k | +41% | 165.00 | 290.04 |
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| Advanced Micro Devices (AMD) | 0.0 | $47k | +266% | 389.00 | 120.66 |
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| Fidelity Covington Trust Enhanced Large (FELG) | 0.0 | $46k | NEW | 1.3k | 35.35 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $46k | NEW | 582.00 | 78.59 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.0 | $46k | +25% | 1.0k | 45.62 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $45k | +370% | 240.00 | 187.00 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $43k | +296% | 373.00 | 115.65 |
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| Hormel Foods Corporation (HRL) | 0.0 | $43k | 1.4k | 31.37 |
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| Corteva (CTVA) | 0.0 | $43k | 755.00 | 56.96 |
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| Target Corporation (TGT) | 0.0 | $42k | +16% | 313.00 | 135.20 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $41k | 545.00 | 75.69 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $41k | 701.00 | 58.00 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $40k | 313.00 | 128.82 |
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| Proshares Tr Pshs Ult Semicdt (USD) | 0.0 | $40k | +100% | 612.00 | 65.14 |
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| Medical Properties Trust (MPW) | 0.0 | $40k | +17% | 10k | 3.95 |
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| Boeing Company (BA) | 0.0 | $39k | -4% | 222.00 | 177.00 |
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| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.0 | $39k | 3.2k | 12.17 |
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| Yum! Brands (YUM) | 0.0 | $39k | 290.00 | 134.26 |
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| T. Rowe Price (TROW) | 0.0 | $39k | +47% | 341.00 | 113.09 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $38k | 750.00 | 49.96 |
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| Entergy Corporation (ETR) | 0.0 | $36k | +100% | 474.00 | 75.88 |
|
| Telephone & Data Sys Com New (TDS) | 0.0 | $35k | -16% | 1.0k | 34.11 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $35k | +200% | 1.5k | 23.18 |
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| Dow (DOW) | 0.0 | $35k | 871.00 | 40.13 |
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| Altria (MO) | 0.0 | $35k | 666.00 | 52.26 |
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| W.W. Grainger (GWW) | 0.0 | $35k | +43% | 33.00 | 1054.06 |
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| Cigna Corp (CI) | 0.0 | $35k | 125.00 | 276.14 |
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| GSK Sponsored Adr (GSK) | 0.0 | $34k | +25% | 1.0k | 33.82 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $32k | +100% | 1.1k | 29.70 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $32k | 574.00 | 55.66 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $32k | +11% | 844.00 | 37.55 |
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| Capital Group Core Balanced SHS (CGBL) | 0.0 | $31k | +25% | 1.0k | 31.27 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $31k | 1.1k | 29.05 |
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| Abbvie (ABBV) | 0.0 | $29k | +38% | 162.00 | 177.70 |
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| Philip Morris International (PM) | 0.0 | $28k | 236.00 | 120.10 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $28k | +3% | 372.00 | 76.14 |
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| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.0 | $28k | 644.00 | 43.47 |
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| eBay (EBAY) | 0.0 | $28k | 445.00 | 61.95 |
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| Emerson Electric (EMR) | 0.0 | $27k | +26% | 215.00 | 123.93 |
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| Casey's General Stores (CASY) | 0.0 | $26k | 65.00 | 399.14 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $26k | 58.00 | 444.67 |
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| Eli Lilly & Co. (LLY) | 0.0 | $26k | 33.00 | 772.00 |
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| Dover Corporation (DOV) | 0.0 | $25k | +50% | 135.00 | 187.60 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $25k | 430.00 | 58.79 |
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| Solventum Corp Com Shs (SOLV) | 0.0 | $25k | +48% | 382.00 | 66.06 |
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| Clorox Company (CLX) | 0.0 | $25k | 155.00 | 162.41 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $25k | 755.00 | 33.21 |
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| Bank of America Corporation (BAC) | 0.0 | $24k | 547.00 | 43.95 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $24k | +100% | 910.00 | 25.86 |
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| Vale S A Sponsored Ads (VALE) | 0.0 | $23k | +36% | 2.6k | 8.87 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $23k | 300.00 | 78.01 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $23k | 100.00 | 230.69 |
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| John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) | 0.0 | $23k | 329.00 | 69.65 |
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| Morgan Stanley Com New (MS) | 0.0 | $23k | 182.00 | 125.72 |
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| Automatic Data Processing (ADP) | 0.0 | $22k | +29% | 75.00 | 292.73 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $22k | 90.00 | 243.17 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $22k | NEW | 51.00 | 425.51 |
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| C H Robinson Worldwide Com New (CHRW) | 0.0 | $22k | 210.00 | 103.32 |
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| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.0 | $21k | +100% | 970.00 | 22.07 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $21k | 295.00 | 71.91 |
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| Home Depot (HD) | 0.0 | $21k | +15% | 53.00 | 388.98 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $21k | 292.00 | 70.28 |
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| Becton, Dickinson and (BDX) | 0.0 | $20k | +32% | 90.00 | 226.87 |
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| Peak (DOC) | 0.0 | $20k | 1.0k | 20.27 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $20k | NEW | 350.00 | 57.41 |
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| Walgreen Boots Alliance (WBA) | 0.0 | $20k | 2.1k | 9.33 |
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| Ishares U S Etf Tr Bloomberg Roll (CMDY) | 0.0 | $20k | 410.00 | 47.58 |
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| Nike CL B (NKE) | 0.0 | $19k | 256.00 | 75.67 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $19k | 727.00 | 26.63 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $19k | NEW | 158.00 | 121.31 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $19k | 221.00 | 85.66 |
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| Gamestop Corp Cl A (GME) | 0.0 | $19k | 600.00 | 31.34 |
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| Uber Technologies (UBER) | 0.0 | $19k | 310.00 | 60.32 |
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| Paypal Holdings (PYPL) | 0.0 | $19k | -10% | 219.00 | 85.35 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $19k | 409.00 | 45.34 |
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| TJX Companies (TJX) | 0.0 | $18k | 150.00 | 120.81 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $18k | 344.00 | 52.22 |
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| General Dynamics Corporation (GD) | 0.0 | $18k | 68.00 | 263.49 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $18k | +202% | 651.00 | 27.33 |
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| Ishares Tr Core Msci Pac (IPAC) | 0.0 | $17k | 284.00 | 61.10 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $17k | 250.00 | 67.88 |
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| Constellation Energy (CEG) | 0.0 | $17k | 75.00 | 223.71 |
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| Houlihan Lokey Cl A (HLI) | 0.0 | $17k | 96.00 | 173.66 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $17k | 486.00 | 34.14 |
|
|
| Cable One Note (Principal) | 0.0 | $17k | 20k | 0.83 |
|
|
| Chubb (CB) | 0.0 | $16k | 59.00 | 276.31 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $15k | 88.00 | 175.23 |
|
|
| Brookfield Real Assets Incom Shs Ben Int (RA) | 0.0 | $15k | 1.1k | 13.32 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $15k | 301.00 | 48.11 |
|
|
| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $14k | 267.00 | 53.98 |
|
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $13k | 140.00 | 95.47 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $13k | 21.00 | 636.05 |
|
|
| Bunge Global Sa Com Shs (BG) | 0.0 | $13k | 170.00 | 77.76 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $13k | 130.00 | 100.60 |
|
|
| Rockwell Automation (ROK) | 0.0 | $13k | +50% | 45.00 | 285.80 |
|
| Wingstop (WING) | 0.0 | $13k | 45.00 | 284.20 |
|
|
| Cisco Systems (CSCO) | 0.0 | $13k | 215.00 | 59.20 |
|
|
| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.0 | $13k | NEW | 500.00 | 25.45 |
|
| SYSCO Corporation (SYY) | 0.0 | $13k | +50% | 165.00 | 76.46 |
|
| Hamilton Lane Cl A (HLNE) | 0.0 | $13k | 85.00 | 148.05 |
|
|
| General Mills (GIS) | 0.0 | $13k | +38% | 197.00 | 63.77 |
|
| Linde SHS (LIN) | 0.0 | $13k | 30.00 | 418.67 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $12k | 35.00 | 351.80 |
|
|
| Spdr Ser Tr Portfolio Ln Cor (SPLB) | 0.0 | $12k | 549.00 | 22.23 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $12k | 30.00 | 401.57 |
|
|
| Builders FirstSource (BLDR) | 0.0 | $12k | 83.00 | 142.93 |
|
|
| Medtronic SHS (MDT) | 0.0 | $12k | 144.00 | 79.88 |
|
|
| Principal Exchange Traded Us Mega Cp Etf (USMC) | 0.0 | $12k | 191.00 | 60.03 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $11k | 51.00 | 223.69 |
|
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $11k | 331.00 | 34.33 |
|
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.0 | $11k | 253.00 | 44.01 |
|
|
| Mgp Ingredients Note (Principal) | 0.0 | $11k | 12k | 0.92 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $11k | 225.00 | 47.83 |
|
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $11k | 150.00 | 71.04 |
|
|
| Exelon Corporation (EXC) | 0.0 | $11k | 282.00 | 37.64 |
|
|
| Black Hills Corporation (BKH) | 0.0 | $11k | +50% | 180.00 | 58.52 |
|
| International Flavors & Fragrances (IFF) | 0.0 | $10k | 122.00 | 84.55 |
|
|
| Echostar Corp Note (Principal) | 0.0 | $10k | NEW | 9.6k | 1.06 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $10k | -5% | 178.00 | 57.31 |
|
| BP Sponsored Adr (BP) | 0.0 | $10k | 343.00 | 29.56 |
|
|
| Waste Management (WM) | 0.0 | $10k | 50.00 | 201.80 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $10k | 153.00 | 65.39 |
|
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $9.9k | +100% | 408.00 | 24.29 |
|
| Hanesbrands (HBI) | 0.0 | $9.8k | 1.2k | 8.14 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $9.6k | 222.00 | 43.38 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $9.6k | 32.00 | 300.47 |
|
|
| QCR Holdings (QCRH) | 0.0 | $9.6k | NEW | 119.00 | 80.63 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $9.5k | 286.00 | 33.39 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $9.5k | 28.00 | 339.93 |
|
|
| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.0 | $9.4k | 204.00 | 45.86 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $9.1k | +33% | 36.00 | 253.56 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $9.1k | 43.00 | 211.37 |
|
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 Q4 filed Jan. 28, 2025
- Iron Horse Wealth Management 2024 Q3 filed Oct. 22, 2024
- Iron Horse Wealth Management 2024 Q2 filed July 22, 2024
- 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