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 43.70% of Iron Horse Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VYM, VCIT, SPDW, VEA, VOOG, SPY, JEPI, LQD, VB, VO.
- Started 28 new stock positions in TCAF, IEFA, FBTC, BND, DNMR, MU, NANC, IBDQ, FPAG, Theriva Biologics.
- Reduced shares in these 10 stocks: AFL, SCHP, FLRN, INTC, CSCO, SPTM, STIP, PG, SBUX, UNH.
- Sold out of its positions in BLK, DFAC, SOXS, ETRN, EMB, TFLO, KRO, LUMO, PLUG, TOVX.
- Iron Horse Wealth Management was a net buyer of stock by $14M.
- Iron Horse Wealth Management has $293M in assets under management (AUM), dropping by 11.73%.
- Central Index Key (CIK): 0001836270
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Portfolio Holdings for Iron Horse Wealth Management
Iron Horse Wealth Management holds 507 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Iron Horse Wealth Management has 507 total positions. Only the first 250 positions are shown.
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- Download the Iron Horse Wealth Management September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Whitehall Fds High Div Yld (VYM) | 10.7 | $31M | +5% | 245k | 128.20 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 10.2 | $30M | +3% | 86k | 345.29 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 7.8 | $23M | +5% | 272k | 83.75 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 7.5 | $22M | +3% | 194k | 112.98 |
|
| J P Morgan Exchange Traded F Betabuilders Us (BBAG) | 7.5 | $22M | 462k | 47.32 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.9 | $20M | +4% | 35k | 573.77 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 6.4 | $19M | +5% | 355k | 52.81 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 6.1 | $18M | +6% | 477k | 37.56 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 5.5 | $16M | +5% | 269k | 59.51 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 4.7 | $14M | +4% | 58k | 237.21 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 4.6 | $14M | +4% | 51k | 263.83 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.9 | $11M | +5% | 236k | 47.85 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 3.4 | $9.9M | +4% | 59k | 167.67 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 3.3 | $9.8M | +3% | 49k | 200.78 |
|
| Global X Fds Us Pfd Etf (PFFD) | 3.0 | $8.8M | +5% | 425k | 20.78 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.5 | $1.6M | +2% | 29k | 52.86 |
|
| Apple (AAPL) | 0.4 | $1.1M | +5% | 4.8k | 233.01 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $931k | +2% | 2.0k | 460.31 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $791k | +26% | 1.5k | 527.67 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $718k | 8.7k | 82.94 |
|
|
| Global X Fds S&p 500 Covered (XYLD) | 0.2 | $715k | +9% | 17k | 41.50 |
|
| UnitedHealth (UNH) | 0.2 | $657k | -3% | 1.1k | 584.68 |
|
| Lennox International (LII) | 0.2 | $647k | +100% | 1.1k | 604.29 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $583k | +11% | 1.0k | 576.82 |
|
| Wells Fargo & Company (WFC) | 0.2 | $551k | 9.8k | 56.49 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $516k | 1.3k | 383.93 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $401k | +55% | 2.5k | 162.03 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $389k | 7.5k | 51.82 |
|
|
| Coca-Cola Company (KO) | 0.1 | $340k | 4.7k | 71.86 |
|
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $327k | 7.2k | 45.65 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $315k | -3% | 3.2k | 97.42 |
|
| Principal Financial (PFG) | 0.1 | $309k | 3.6k | 85.90 |
|
|
| Microsoft Corporation (MSFT) | 0.1 | $304k | +16% | 706.00 | 430.50 |
|
| Alliant Energy Corporation (LNT) | 0.1 | $299k | +100% | 4.9k | 60.69 |
|
| Procter & Gamble Company (PG) | 0.1 | $297k | -8% | 1.7k | 173.17 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $290k | -3% | 2.5k | 117.21 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $281k | -2% | 1.6k | 174.57 |
|
| Deere & Company (DE) | 0.1 | $266k | +3% | 636.00 | 417.58 |
|
| Starbucks Corporation (SBUX) | 0.1 | $255k | -9% | 2.6k | 97.50 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $244k | +208% | 1.2k | 210.93 |
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.1 | $244k | -16% | 7.9k | 30.85 |
|
| AFLAC Incorporated (AFL) | 0.1 | $244k | -27% | 2.2k | 111.80 |
|
| Apollo Global Mgmt (APO) | 0.1 | $234k | -5% | 1.9k | 124.91 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $231k | +25% | 3.7k | 62.32 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $225k | 795.00 | 283.16 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $225k | +24% | 1.9k | 116.96 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $221k | 3.6k | 62.07 |
|
|
| International Business Machines (IBM) | 0.1 | $214k | 970.00 | 221.08 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $199k | 403.00 | 494.15 |
|
|
| W.R. Berkley Corporation (WRB) | 0.1 | $189k | +50% | 3.3k | 56.73 |
|
| American Express Company (AXP) | 0.1 | $187k | 688.00 | 271.37 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $176k | -23% | 3.3k | 53.63 |
|
| Ge Aerospace Com New (GE) | 0.1 | $165k | 877.00 | 188.58 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $156k | -9% | 3.1k | 50.74 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.1 | $154k | 1.9k | 79.46 |
|
|
| Oneok (OKE) | 0.1 | $148k | +2% | 1.6k | 91.13 |
|
| Honeywell International (HON) | 0.1 | $147k | 711.00 | 206.89 |
|
|
| F&g Annuities & Life Common Stock (FG) | 0.0 | $145k | +10% | 3.2k | 44.72 |
|
| Tractor Supply Company (TSCO) | 0.0 | $143k | 490.00 | 290.93 |
|
|
| 3M Company (MMM) | 0.0 | $142k | +85% | 1.0k | 136.70 |
|
| Chevron Corporation (CVX) | 0.0 | $139k | +5% | 941.00 | 147.33 |
|
| ConAgra Foods (CAG) | 0.0 | $130k | +100% | 4.0k | 32.52 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $130k | 485.00 | 267.37 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $129k | +2% | 530.00 | 243.47 |
|
| Tesla Motors (TSLA) | 0.0 | $125k | 477.00 | 261.63 |
|
|
| Pepsi (PEP) | 0.0 | $119k | +28% | 701.00 | 169.98 |
|
| McDonald's Corporation (MCD) | 0.0 | $100k | +24% | 329.00 | 304.51 |
|
| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.0 | $98k | 4.5k | 21.80 |
|
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $97k | +7% | 1.1k | 86.82 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.0 | $95k | 1.1k | 87.74 |
|
|
| Amgen (AMGN) | 0.0 | $93k | 289.00 | 321.66 |
|
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $88k | 980.00 | 90.20 |
|
|
| Lamb Weston Hldgs (LW) | 0.0 | $86k | +100% | 1.3k | 64.74 |
|
| Wal-Mart Stores (WMT) | 0.0 | $86k | +65% | 1.1k | 80.75 |
|
| Lowe's Companies (LOW) | 0.0 | $85k | +40% | 315.00 | 270.85 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $85k | 1.4k | 62.88 |
|
|
| Prudential Financial (PRU) | 0.0 | $82k | 680.00 | 121.16 |
|
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $82k | 2.4k | 33.71 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $81k | -13% | 2.0k | 41.28 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $81k | NEW | 1.7k | 47.12 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $80k | 285.00 | 282.20 |
|
|
| Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 0.0 | $79k | -6% | 2.2k | 35.66 |
|
| Kinder Morgan (KMI) | 0.0 | $78k | 3.5k | 22.09 |
|
|
| Verizon Communications (VZ) | 0.0 | $78k | +4% | 1.7k | 44.92 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $77k | +20% | 87.00 | 886.52 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.0 | $76k | 2.9k | 26.14 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $75k | 450.00 | 165.85 |
|
|
| Visa Com Cl A (V) | 0.0 | $74k | +15% | 270.00 | 274.95 |
|
| Baxter International (BAX) | 0.0 | $74k | -13% | 2.0k | 37.97 |
|
| NVIDIA Corporation (NVDA) | 0.0 | $71k | +17% | 587.00 | 121.44 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $69k | 142.00 | 488.07 |
|
|
| salesforce (CRM) | 0.0 | $69k | +7% | 252.00 | 273.37 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $67k | -34% | 950.00 | 70.06 |
|
| Ameriprise Financial (AMP) | 0.0 | $65k | 138.00 | 468.76 |
|
|
| Meta Platforms Cl A (META) | 0.0 | $63k | +189% | 110.00 | 572.44 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $60k | 662.00 | 91.31 |
|
|
| Dupont De Nemours (DD) | 0.0 | $60k | 678.00 | 89.11 |
|
|
| At&t (T) | 0.0 | $60k | +3% | 2.7k | 22.00 |
|
| AmerisourceBergen (COR) | 0.0 | $59k | 262.00 | 225.08 |
|
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $58k | -2% | 1.9k | 30.28 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $57k | +32% | 344.00 | 167.01 |
|
| Merck & Co (MRK) | 0.0 | $57k | +19% | 501.00 | 113.56 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.0 | $54k | 584.00 | 93.11 |
|
|
| Walt Disney Company (DIS) | 0.0 | $54k | 557.00 | 96.22 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $54k | +23% | 240.00 | 223.09 |
|
| Caterpillar (CAT) | 0.0 | $53k | +3% | 136.00 | 391.12 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $53k | 900.00 | 59.02 |
|
|
| Ge Vernova (GEV) | 0.0 | $52k | 202.00 | 254.98 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $51k | +131% | 450.00 | 114.01 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $51k | 709.00 | 71.76 |
|
|
| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.0 | $50k | 971.00 | 51.24 |
|
|
| Medical Properties Trust (MPW) | 0.0 | $50k | +6% | 8.5k | 5.85 |
|
| Broadcom (AVGO) | 0.0 | $49k | +3425% | 282.00 | 172.71 |
|
| Simplify Exchange Traded Fun Volatility Prem (SVOL) | 0.0 | $48k | +37% | 2.2k | 21.96 |
|
| Dow (DOW) | 0.0 | $48k | 871.00 | 54.63 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $47k | 81.00 | 584.56 |
|
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| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.0 | $47k | +200% | 600.00 | 77.47 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $46k | 750.00 | 61.54 |
|
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $45k | NEW | 1.8k | 25.10 |
|
| Corteva (CTVA) | 0.0 | $44k | 755.00 | 58.79 |
|
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $44k | +22% | 545.00 | 80.78 |
|
| Hormel Foods Corporation (HRL) | 0.0 | $44k | 1.4k | 31.70 |
|
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| Cigna Corp (CI) | 0.0 | $43k | 125.00 | 346.44 |
|
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $42k | 701.00 | 60.42 |
|
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| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.0 | $42k | 3.2k | 13.10 |
|
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| Target Corporation (TGT) | 0.0 | $42k | +20% | 268.00 | 155.88 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $41k | 740.00 | 54.93 |
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| Yum! Brands (YUM) | 0.0 | $40k | 289.00 | 139.64 |
|
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $40k | 313.00 | 126.18 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.0 | $37k | 800.00 | 46.39 |
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| Proshares Tr Pshs Ult Semicdt (USD) | 0.0 | $37k | +12% | 306.00 | 119.91 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $36k | 750.00 | 47.53 |
|
|
| Boeing Company (BA) | 0.0 | $35k | -22% | 232.00 | 152.04 |
|
| Air Products & Chemicals (APD) | 0.0 | $35k | +88% | 117.00 | 297.74 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $35k | 508.00 | 67.85 |
|
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| Altria (MO) | 0.0 | $34k | -13% | 665.00 | 51.06 |
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $34k | 1.1k | 32.27 |
|
|
| GSK Sponsored Adr (GSK) | 0.0 | $33k | -20% | 800.00 | 40.88 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $33k | 546.00 | 59.57 |
|
|
| Amazon (AMZN) | 0.0 | $32k | -2% | 174.00 | 186.33 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $32k | NEW | 574.00 | 55.63 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $32k | +220% | 759.00 | 41.79 |
|
| Entergy Corporation (ETR) | 0.0 | $31k | 236.00 | 131.35 |
|
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $30k | 361.00 | 84.17 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $30k | +16% | 58.00 | 517.78 |
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.0 | $29k | +8% | 644.00 | 45.70 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $29k | 33.00 | 885.94 |
|
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| eBay (EBAY) | 0.0 | $29k | 445.00 | 65.11 |
|
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| Telephone & Data Sys Com New (TDS) | 0.0 | $29k | 1.2k | 23.25 |
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| Philip Morris International (PM) | 0.0 | $28k | -7% | 233.00 | 121.53 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $28k | 755.00 | 37.37 |
|
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $28k | NEW | 430.00 | 64.60 |
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| Clorox Company (CLX) | 0.0 | $25k | 155.00 | 162.91 |
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| T. Rowe Price (TROW) | 0.0 | $25k | +90% | 231.00 | 108.93 |
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| Capital Group Core Balanced SHS (CGBL) | 0.0 | $25k | 800.00 | 31.05 |
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| Casey's General Stores (CASY) | 0.0 | $25k | 65.00 | 378.29 |
|
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| Pfizer (PFE) | 0.0 | $24k | +13% | 836.00 | 28.94 |
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| W.W. Grainger (GWW) | 0.0 | $24k | +76% | 23.00 | 1038.83 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $24k | 300.00 | 79.42 |
|
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $23k | 455.00 | 51.50 |
|
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| Uber Technologies (UBER) | 0.0 | $23k | 310.00 | 75.16 |
|
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $23k | 210.00 | 110.37 |
|
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| Kroger (KR) | 0.0 | $23k | 404.00 | 57.30 |
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| Abbvie (ABBV) | 0.0 | $23k | +62% | 117.00 | 197.48 |
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| Peak (DOC) | 0.0 | $23k | 1.0k | 22.87 |
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| John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) | 0.0 | $23k | 329.00 | 69.44 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $23k | NEW | 292.00 | 78.05 |
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| Vale S A Sponsored Ads (VALE) | 0.0 | $23k | 1.9k | 11.68 |
|
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| Nike CL B (NKE) | 0.0 | $23k | -5% | 256.00 | 88.40 |
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| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.0 | $22k | 485.00 | 46.16 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $22k | NEW | 295.00 | 75.11 |
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| Bank of America Corporation (BAC) | 0.0 | $22k | -8% | 547.00 | 39.68 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $21k | 727.00 | 29.18 |
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| General Dynamics Corporation (GD) | 0.0 | $21k | 68.00 | 302.21 |
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| Ishares U S Etf Tr Bloomberg Roll (CMDY) | 0.0 | $20k | 410.00 | 49.86 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $20k | 344.00 | 57.41 |
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| Constellation Energy (CEG) | 0.0 | $20k | 75.00 | 260.03 |
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| Dish Network Corporation Note (Principal) | 0.0 | $19k | 24k | 0.81 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $19k | NEW | 221.00 | 87.80 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $19k | 409.00 | 47.21 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $19k | 90.00 | 211.83 |
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| Paypal Holdings (PYPL) | 0.0 | $19k | 244.00 | 78.03 |
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| Morgan Stanley Com New (MS) | 0.0 | $19k | 182.00 | 104.24 |
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| Ishares Tr Core Msci Pac (IPAC) | 0.0 | $19k | 284.00 | 66.59 |
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| Walgreen Boots Alliance (WBA) | 0.0 | $19k | 2.1k | 8.96 |
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| Wingstop (WING) | 0.0 | $19k | 45.00 | 416.09 |
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| Home Depot (HD) | 0.0 | $19k | +12% | 46.00 | 405.20 |
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| Emerson Electric (EMR) | 0.0 | $19k | +36% | 170.00 | 109.37 |
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| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $19k | 486.00 | 38.15 |
|
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $18k | 250.00 | 73.42 |
|
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $18k | -34% | 215.00 | 84.60 |
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| Solventum Corp Com Shs (SOLV) | 0.0 | $18k | +87% | 257.00 | 69.72 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $18k | 100.00 | 177.36 |
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| TJX Companies (TJX) | 0.0 | $18k | 150.00 | 117.54 |
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| Advanced Micro Devices (AMD) | 0.0 | $17k | +23% | 106.00 | 164.08 |
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| Dover Corporation (DOV) | 0.0 | $17k | +100% | 90.00 | 191.74 |
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| Chubb (CB) | 0.0 | $17k | +247% | 59.00 | 288.39 |
|
| Bunge Global Sa Com Shs (BG) | 0.0 | $16k | 170.00 | 96.64 |
|
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| Becton, Dickinson and (BDX) | 0.0 | $16k | +78% | 68.00 | 241.10 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $16k | 267.00 | 60.93 |
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| Builders FirstSource (BLDR) | 0.0 | $16k | 83.00 | 193.86 |
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| Cable One Note (Principal) | 0.0 | $16k | 20k | 0.80 |
|
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| Automatic Data Processing (ADP) | 0.0 | $16k | +75% | 58.00 | 276.72 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $16k | 88.00 | 179.16 |
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| Brookfield Real Assets Incom Shs Ben Int (RA) | 0.0 | $16k | 1.1k | 13.70 |
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| Houlihan Lokey Cl A (HLI) | 0.0 | $15k | 96.00 | 158.02 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $14k | 83.00 | 173.67 |
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| Hamilton Lane Cl A (HLNE) | 0.0 | $14k | 85.00 | 168.39 |
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| Linde SHS (LIN) | 0.0 | $14k | +400% | 30.00 | 476.87 |
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| Gamestop Corp Cl A (GME) | 0.0 | $14k | 600.00 | 22.93 |
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| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $14k | 140.00 | 97.79 |
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| Yum China Holdings (YUMC) | 0.0 | $14k | 300.00 | 44.98 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $13k | NEW | 21.00 | 631.81 |
|
| Spdr Ser Tr Portfolio Ln Cor (SPLB) | 0.0 | $13k | 549.00 | 24.16 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $13k | -69% | 130.00 | 101.32 |
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| Medtronic SHS (MDT) | 0.0 | $13k | 144.00 | 90.03 |
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| Mgp Ingredients Note (Principal) | 0.0 | $13k | 12k | 1.07 |
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| International Flavors & Fragrances (IFF) | 0.0 | $13k | 122.00 | 104.93 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $13k | 331.00 | 38.53 |
|
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $12k | +400% | 35.00 | 353.49 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $12k | +282% | 153.00 | 77.75 |
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| Pacer Fds Tr Pacer Us Small (CALF) | 0.0 | $12k | NEW | 253.00 | 46.52 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $12k | 150.00 | 78.39 |
|
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $12k | 189.00 | 61.57 |
|
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| Cisco Systems (CSCO) | 0.0 | $11k | -75% | 215.00 | 53.22 |
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| Exelon Corporation (EXC) | 0.0 | $11k | 282.00 | 40.55 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $11k | +27% | 94.00 | 121.16 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $11k | 30.00 | 375.37 |
|
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| Ford Motor Company (F) | 0.0 | $11k | 1.0k | 10.56 |
|
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| Principal Exchange Traded Us Mega Cp Etf (USMC) | 0.0 | $11k | 191.00 | 56.99 |
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| BP Sponsored Adr (BP) | 0.0 | $11k | 343.00 | 31.39 |
|
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| Sherwin-Williams Company (SHW) | 0.0 | $11k | 28.00 | 381.68 |
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| General Mills (GIS) | 0.0 | $11k | +63% | 142.00 | 73.85 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $10k | 286.00 | 36.41 |
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| Waste Management (WM) | 0.0 | $10k | 50.00 | 207.60 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $10k | 204.00 | 50.60 |
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| Us Bancorp Del Com New (USB) | 0.0 | $10k | 225.00 | 45.73 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $10k | 51.00 | 199.41 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $9.8k | 51.00 | 192.80 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $9.8k | +90% | 21.00 | 465.10 |
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| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.0 | $9.5k | 204.00 | 46.55 |
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| Truist Financial Corp equities (TFC) | 0.0 | $9.5k | 222.00 | 42.77 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $9.4k | NEW | 43.00 | 218.49 |
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| Wp Carey (WPC) | 0.0 | $9.3k | 150.00 | 62.30 |
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| Oracle Corporation (ORCL) | 0.0 | $9.0k | +130% | 53.00 | 170.40 |
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| Hanesbrands (HBI) | 0.0 | $8.8k | 1.2k | 7.35 |
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| Cadence Design Systems (CDNS) | 0.0 | $8.7k | 32.00 | 271.03 |
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| Ishares Msci Switzerland (EWL) | 0.0 | $8.6k | 166.00 | 52.10 |
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| SYSCO Corporation (SYY) | 0.0 | $8.6k | +100% | 110.00 | 78.06 |
|
| Intel Corporation (INTC) | 0.0 | $8.6k | -83% | 366.00 | 23.46 |
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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 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
- Iron Horse Wealth Management 2020 Q4 filed Jan. 14, 2021