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, JPST, VOOG, VEA, SPY, and represent 44.55% of Iron Horse Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: JPST, VYM, JEPI, AVUV, VOOG, VB, CTVA, VO, SPY, SPDW.
- Started 52 new stock positions in WELL, CGUS, BSTZ, VTWO, CGDV, IXHL, SPTI, TFI, BSV, SCZ.
- Reduced shares in these 10 stocks: VCIT, FBND, FQAL, JPM, SVOL, WFC, FDVV, NOBL, HPQ, USMV.
- Sold out of its positions in ARES, ARCC, GOLD, OWL, BAH, CRWD, CFR, DRI, DAR, DDOG.
- Iron Horse Wealth Management was a net buyer of stock by $9.4M.
- Iron Horse Wealth Management has $339M in assets under management (AUM), dropping by 8.82%.
- Central Index Key (CIK): 0001836270
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Portfolio Holdings for Iron Horse Wealth Management
Iron Horse Wealth Management holds 591 positions in its portfolio as reported in the June 2025 quarterly 13F filing
Iron Horse Wealth Management has 591 total positions. Only the first 250 positions are shown.
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- Download the Iron Horse Wealth Management June 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Whitehall Fds High Div Yld (VYM) | 10.5 | $36M | +2% | 268k | 133.31 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 10.3 | $35M | +5% | 691k | 50.68 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 10.0 | $34M | 86k | 396.54 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 6.8 | $23M | 406k | 57.01 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.8 | $23M | 37k | 617.84 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 6.5 | $22M | 547k | 40.49 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 5.2 | $18M | +3% | 312k | 56.85 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 4.7 | $16M | +2% | 57k | 279.83 |
|
| J P Morgan Exchange Traded F Betabuilders Us (BBAG) | 4.6 | $16M | 341k | 46.17 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 4.5 | $15M | +3% | 65k | 236.98 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 4.5 | $15M | 184k | 82.92 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 4.3 | $15M | 134k | 109.61 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.9 | $13M | +2% | 267k | 49.46 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 3.2 | $11M | +2% | 66k | 164.46 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.6 | $8.8M | +7% | 97k | 91.10 |
|
| Global X Fds Us Pfd Etf (PFFD) | 1.7 | $5.7M | 305k | 18.83 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $1.9M | 9.8k | 195.00 |
|
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.4 | $1.5M | 28k | 52.34 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.2M | -2% | 2.5k | 485.81 |
|
| Apple (AAPL) | 0.4 | $1.2M | +17% | 5.9k | 205.18 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.1M | 1.9k | 568.03 |
|
|
| Lennox International (LII) | 0.3 | $914k | 1.6k | 573.24 |
|
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.2 | $760k | 8.0k | 95.32 |
|
|
| Wells Fargo & Company (WFC) | 0.2 | $743k | -6% | 9.3k | 80.12 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $643k | +3% | 1.0k | 620.90 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $641k | +10% | 1.5k | 438.40 |
|
| Global X Fds S&p 500 Covered (XYLD) | 0.2 | $583k | -4% | 15k | 38.94 |
|
| Microsoft Corporation (MSFT) | 0.2 | $544k | +3% | 1.1k | 497.44 |
|
| Corteva (CTVA) | 0.2 | $530k | +842% | 7.1k | 74.53 |
|
| Johnson & Johnson (JNJ) | 0.2 | $519k | 3.4k | 152.76 |
|
|
| Alliant Energy Corporation (LNT) | 0.1 | $447k | 7.4k | 60.48 |
|
|
| Meta Platforms Cl A (META) | 0.1 | $412k | +222% | 558.00 | 738.09 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $401k | +7% | 7.9k | 51.09 |
|
| Coca-Cola Company (KO) | 0.1 | $365k | 5.2k | 70.75 |
|
|
| Apollo Global Mgmt (APO) | 0.1 | $353k | +27% | 2.5k | 141.87 |
|
| UnitedHealth (UNH) | 0.1 | $327k | -7% | 1.0k | 311.97 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $316k | -13% | 1.1k | 289.80 |
|
| Deere & Company (DE) | 0.1 | $313k | 616.00 | 508.80 |
|
|
| Spdr Series Trust Prtflo S&p500 Hi (SPYD) | 0.1 | $301k | 7.1k | 42.44 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $299k | 1.9k | 159.29 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $292k | +5% | 1.7k | 176.74 |
|
| Principal Financial (PFG) | 0.1 | $285k | +3% | 3.6k | 79.43 |
|
| International Business Machines (IBM) | 0.1 | $278k | 942.00 | 294.78 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $269k | 4.3k | 62.02 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $258k | 2.4k | 109.29 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $258k | 2.9k | 89.06 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $257k | 2.4k | 107.81 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $257k | 845.00 | 303.93 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $250k | +2% | 2.7k | 91.62 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $244k | 3.3k | 73.47 |
|
|
| 3M Company (MMM) | 0.1 | $231k | 1.5k | 152.24 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $230k | 410.00 | 561.77 |
|
|
| AFLAC Incorporated (AFL) | 0.1 | $226k | +23% | 2.1k | 105.46 |
|
| Fidelity National Financial Com Shs (FNF) | 0.1 | $219k | +2% | 3.9k | 56.06 |
|
| Spdr Series Trust Bloomberg Invt (FLRN) | 0.1 | $213k | -3% | 6.9k | 30.83 |
|
| American Express Company (AXP) | 0.1 | $204k | 639.00 | 318.77 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $196k | 760.00 | 257.39 |
|
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| Abbott Laboratories (ABT) | 0.1 | $184k | +13% | 1.4k | 136.01 |
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| Amazon (AMZN) | 0.1 | $174k | +81% | 792.00 | 219.39 |
|
| F&g Annuities & Life Common Stock (FG) | 0.0 | $167k | +11% | 5.2k | 31.98 |
|
| Honeywell International (HON) | 0.0 | $164k | 704.00 | 233.01 |
|
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| Chevron Corporation (CVX) | 0.0 | $150k | +3% | 1.0k | 143.14 |
|
| Spdr Series Trust S&p 400 Mdcp Val (MDYV) | 0.0 | $149k | 1.9k | 79.43 |
|
|
| Wal-Mart Stores (WMT) | 0.0 | $148k | 1.5k | 97.78 |
|
|
| Oneok (OKE) | 0.0 | $147k | +9% | 1.8k | 81.65 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $146k | 513.00 | 284.39 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $146k | +355% | 3.1k | 47.32 |
|
| McDonald's Corporation (MCD) | 0.0 | $145k | 497.00 | 292.17 |
|
|
| Visa Com Cl A (V) | 0.0 | $143k | +40% | 402.00 | 355.05 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $139k | +3% | 502.00 | 276.94 |
|
| Citigroup Com New (C) | 0.0 | $135k | +1875% | 1.6k | 85.12 |
|
| Verizon Communications (VZ) | 0.0 | $130k | +57% | 3.0k | 43.27 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $129k | -3% | 4.8k | 26.68 |
|
| At&t (T) | 0.0 | $127k | +28% | 4.4k | 28.94 |
|
| ConAgra Foods (CAG) | 0.0 | $127k | 6.2k | 20.47 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $125k | +94% | 704.00 | 177.27 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $124k | +12% | 4.7k | 26.50 |
|
| Tractor Supply Company (TSCO) | 0.0 | $124k | -9% | 2.3k | 52.77 |
|
| Spdr Series Trust S&P 400 MDCP GRW (MDYG) | 0.0 | $123k | +2% | 1.4k | 86.87 |
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| Tesla Motors (TSLA) | 0.0 | $120k | 378.00 | 317.66 |
|
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| Kinder Morgan (KMI) | 0.0 | $119k | 4.0k | 29.40 |
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| Broadcom (AVGO) | 0.0 | $118k | 427.00 | 275.65 |
|
|
| NVIDIA Corporation (NVDA) | 0.0 | $117k | 739.00 | 157.99 |
|
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| Trane Technologies SHS (TT) | 0.0 | $116k | 266.00 | 437.41 |
|
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| salesforce (CRM) | 0.0 | $115k | 423.00 | 272.49 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $114k | 646.00 | 176.23 |
|
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| Bank Of Montreal Cadcom (BMO) | 0.0 | $108k | 980.00 | 110.63 |
|
|
| Lamb Weston Hldgs (LW) | 0.0 | $104k | 2.0k | 51.85 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $103k | +376% | 2.3k | 45.25 |
|
| Caterpillar (CAT) | 0.0 | $96k | +69% | 247.00 | 388.21 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $96k | +341% | 1.3k | 73.63 |
|
| Micron Technology (MU) | 0.0 | $94k | +18900% | 760.00 | 123.25 |
|
| Lowe's Companies (LOW) | 0.0 | $93k | 417.00 | 221.87 |
|
|
| Spdr Series Trust Portfolio Agrgte (SPAB) | 0.0 | $93k | 3.6k | 25.60 |
|
|
| Hca Holdings (HCA) | 0.0 | $89k | 233.00 | 383.10 |
|
|
| Abbvie (ABBV) | 0.0 | $88k | +78% | 476.00 | 185.62 |
|
| Kkr & Co (KKR) | 0.0 | $88k | +8175% | 662.00 | 133.03 |
|
| Carlyle Group (CG) | 0.0 | $86k | NEW | 1.7k | 51.40 |
|
| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.0 | $85k | -4% | 1.1k | 79.76 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $84k | +4500% | 920.00 | 91.11 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $83k | 500.00 | 166.11 |
|
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| Pepsi (PEP) | 0.0 | $82k | 623.00 | 132.11 |
|
|
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $80k | 1.7k | 46.23 |
|
|
| Spdr Series Trust S&P 600 SMCP GRW (SLYG) | 0.0 | $79k | 894.00 | 88.75 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $78k | 142.00 | 551.64 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $78k | +10% | 1.1k | 68.98 |
|
| Ameriprise Financial (AMP) | 0.0 | $78k | 146.00 | 533.22 |
|
|
| Merck & Co (MRK) | 0.0 | $78k | 982.00 | 79.16 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $77k | -2% | 1.8k | 42.74 |
|
| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.0 | $77k | 3.0k | 25.50 |
|
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| Costco Wholesale Corporation (COST) | 0.0 | $76k | 77.00 | 989.94 |
|
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| AmerisourceBergen (COR) | 0.0 | $75k | 250.00 | 299.85 |
|
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.0 | $74k | 1.6k | 46.32 |
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| Prudential Financial (PRU) | 0.0 | $74k | 688.00 | 107.39 |
|
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $74k | +9760% | 493.00 | 149.58 |
|
| Walt Disney Company (DIS) | 0.0 | $73k | -2% | 590.00 | 124.05 |
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| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.0 | $72k | -14% | 2.1k | 33.58 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $70k | 281.00 | 248.34 |
|
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| Amgen (AMGN) | 0.0 | $68k | +74% | 243.00 | 279.04 |
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| Welltower Inc Com reit (WELL) | 0.0 | $68k | NEW | 440.00 | 153.73 |
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| Spdr Series Trust Ice Pfd Sec Etf (PSK) | 0.0 | $66k | -6% | 2.1k | 31.76 |
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| Baxter International (BAX) | 0.0 | $64k | 2.1k | 30.28 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $62k | +162% | 160.00 | 386.88 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $61k | 279.00 | 218.64 |
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| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.0 | $60k | -7% | 740.00 | 81.54 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $58k | NEW | 1.5k | 38.70 |
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| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.0 | $56k | 748.00 | 74.89 |
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| Ubiquiti (UI) | 0.0 | $54k | NEW | 132.00 | 411.65 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $54k | 901.00 | 59.81 |
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| Spdr Series Trust Portfolio Short (SPSB) | 0.0 | $53k | -3% | 1.8k | 30.19 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $53k | +126% | 792.00 | 67.22 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $53k | -4% | 900.00 | 58.78 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $52k | 2.1k | 24.54 |
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| Dupont De Nemours (DD) | 0.0 | $52k | 760.00 | 68.59 |
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| Eli Lilly & Co. (LLY) | 0.0 | $51k | 66.00 | 779.53 |
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| Air Products & Chemicals (APD) | 0.0 | $51k | 182.00 | 282.06 |
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| Cigna Corp (CI) | 0.0 | $50k | 151.00 | 330.58 |
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| Hershey Company (HSY) | 0.0 | $50k | +934% | 300.00 | 165.95 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $49k | +100% | 586.00 | 83.48 |
|
| Pfizer (PFE) | 0.0 | $49k | +20% | 2.0k | 24.24 |
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| Proshares Tr Pshs Ult Semicdt (USD) | 0.0 | $48k | 654.00 | 74.00 |
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| Danaher Corporation (DHR) | 0.0 | $48k | 242.00 | 197.54 |
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| Casey's General Stores (CASY) | 0.0 | $47k | 91.00 | 512.96 |
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| Valero Energy Corporation (VLO) | 0.0 | $45k | 333.00 | 134.42 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $45k | -5% | 545.00 | 81.66 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $44k | -2% | 195.00 | 226.49 |
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| Truist Financial Corp equities (TFC) | 0.0 | $44k | +192% | 1.0k | 42.99 |
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| Philip Morris International (PM) | 0.0 | $44k | 240.00 | 181.89 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $44k | -11% | 800.00 | 54.40 |
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| Yum! Brands (YUM) | 0.0 | $43k | 293.00 | 148.10 |
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| Medical Properties Trust (MPW) | 0.0 | $43k | 10k | 4.31 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $40k | 87.00 | 463.14 |
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| Entergy Corporation (ETR) | 0.0 | $40k | 481.00 | 83.14 |
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| Automatic Data Processing (ADP) | 0.0 | $40k | 129.00 | 308.40 |
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| Oracle Corporation (ORCL) | 0.0 | $39k | -12% | 179.00 | 218.63 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $39k | 750.00 | 52.10 |
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| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.0 | $38k | 3.2k | 11.92 |
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| Boeing Company (BA) | 0.0 | $38k | -38% | 182.00 | 209.53 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $38k | 277.00 | 135.30 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $37k | 1.5k | 24.44 |
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| Morgan Stanley Com New (MS) | 0.0 | $37k | -2% | 259.00 | 140.86 |
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| Home Depot (HD) | 0.0 | $36k | 99.00 | 366.64 |
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| TJX Companies (TJX) | 0.0 | $36k | -2% | 291.00 | 123.49 |
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| Hormel Foods Corporation (HRL) | 0.0 | $35k | -14% | 1.2k | 30.25 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $35k | 1.1k | 33.01 |
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| Capital Group Core Balanced SHS (CGBL) | 0.0 | $33k | 1.0k | 33.44 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $33k | 372.00 | 89.22 |
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| Capital One Financial (COF) | 0.0 | $33k | +232% | 153.00 | 212.76 |
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| Ge Vernova (GEV) | 0.0 | $32k | 61.00 | 529.15 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $32k | +60% | 400.00 | 80.11 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $32k | -48% | 340.00 | 93.87 |
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| Altria (MO) | 0.0 | $32k | -18% | 541.00 | 58.68 |
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| Uber Technologies (UBER) | 0.0 | $32k | -2% | 340.00 | 93.30 |
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| Williams Companies (WMB) | 0.0 | $32k | 505.00 | 62.81 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $31k | -5% | 100.00 | 313.14 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $31k | 1.1k | 28.65 |
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| Solventum Corp Com Shs (SOLV) | 0.0 | $31k | 412.00 | 75.84 |
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| W.W. Grainger (GWW) | 0.0 | $31k | 30.00 | 1040.23 |
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| Target Corporation (TGT) | 0.0 | $31k | -2% | 313.00 | 98.68 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $30k | 755.00 | 40.02 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $30k | 439.00 | 68.54 |
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| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.0 | $30k | NEW | 2.0k | 14.89 |
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| Dover Corporation (DOV) | 0.0 | $30k | 163.00 | 183.23 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $29k | 292.00 | 100.82 |
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| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.0 | $29k | 639.00 | 45.05 |
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| Emerson Electric (EMR) | 0.0 | $29k | 215.00 | 133.33 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $27k | +32% | 457.00 | 60.03 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.0 | $27k | -44% | 531.00 | 51.10 |
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| Brookfield Real Assets Incom Shs Ben Int (RA) | 0.0 | $26k | +2% | 2.0k | 13.37 |
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| Crown Castle Intl (CCI) | 0.0 | $26k | 250.00 | 102.73 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $24k | 90.00 | 269.33 |
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| Constellation Energy (CEG) | 0.0 | $24k | -3% | 75.00 | 322.76 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $24k | -41% | 300.00 | 79.50 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $24k | +34% | 358.00 | 66.20 |
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| Ishares Tr Core Msci Pac (IPAC) | 0.0 | $23k | +19% | 340.00 | 68.70 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $23k | 196.00 | 119.09 |
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| Dow (DOW) | 0.0 | $23k | 871.00 | 26.48 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $23k | 910.00 | 25.30 |
|
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| Comcast Corp Cl A (CMCSA) | 0.0 | $23k | 643.00 | 35.71 |
|
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $23k | NEW | 289.00 | 78.70 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $23k | 109.00 | 207.62 |
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| T. Rowe Price (TROW) | 0.0 | $22k | 231.00 | 96.50 |
|
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| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.0 | $22k | 970.00 | 22.76 |
|
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| AvalonBay Communities (AVB) | 0.0 | $22k | +2060% | 108.00 | 203.50 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $22k | 727.00 | 30.14 |
|
|
| Sl Green Realty Corp (SLG) | 0.0 | $22k | NEW | 351.00 | 61.90 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $21k | NEW | 112.00 | 188.71 |
|
| Telephone & Data Sys Com New (TDS) | 0.0 | $21k | 591.00 | 35.58 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $21k | +116% | 26.00 | 801.38 |
|
| Ishares U S Etf Tr Bloomberg Roll (CMDY) | 0.0 | $21k | 410.00 | 50.44 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $20k | 486.00 | 42.05 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.0 | $20k | NEW | 145.00 | 139.09 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $20k | 210.00 | 95.95 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $20k | -2% | 68.00 | 291.66 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $20k | +1580% | 168.00 | 117.42 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $19k | NEW | 128.00 | 150.40 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $19k | 105.00 | 181.74 |
|
|
| Cisco Systems (CSCO) | 0.0 | $19k | 274.00 | 69.38 |
|
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $19k | 409.00 | 46.34 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $19k | 200.00 | 93.99 |
|
|
| Nextera Energy (NEE) | 0.0 | $19k | 269.00 | 69.42 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $19k | NEW | 256.00 | 72.82 |
|
| Clorox Company (CLX) | 0.0 | $19k | 155.00 | 120.07 |
|
|
| Ingersoll Rand (IR) | 0.0 | $18k | 220.00 | 83.18 |
|
|
| Chubb (CB) | 0.0 | $18k | 62.00 | 289.73 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $18k | 78.00 | 230.08 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $18k | 120.00 | 146.02 |
|
|
| Peak (DOC) | 0.0 | $18k | 1.0k | 17.51 |
|
|
| Houlihan Lokey Cl A (HLI) | 0.0 | $17k | 96.00 | 179.95 |
|
|
| Nike CL B (NKE) | 0.0 | $16k | 226.00 | 71.04 |
|
|
| Travelers Companies (TRV) | 0.0 | $16k | 58.00 | 267.53 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $15k | 207.00 | 74.32 |
|
|
| Cable One Note 1.125% 3/1 (Principal) | 0.0 | $15k | 20k | 0.77 |
|
|
| Wingstop (WING) | 0.0 | $15k | 45.00 | 336.73 |
|
|
| Rockwell Automation (ROK) | 0.0 | $15k | 45.00 | 332.18 |
|
|
| J P Morgan Exchange Traded F Flexible Income (JFLI) | 0.0 | $15k | +500% | 300.00 | 49.59 |
|
| Corning Incorporated (GLW) | 0.0 | $15k | 277.00 | 52.54 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $14k | -2% | 42.00 | 343.36 |
|
| Analog Devices (ADI) | 0.0 | $14k | -3% | 60.00 | 238.02 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $14k | 331.00 | 42.59 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $14k | 113.00 | 121.31 |
|
|
| Spdr Series Trust Bloomberg High Y (JNK) | 0.0 | $14k | 140.00 | 97.27 |
|
|
| Linde SHS (LIN) | 0.0 | $14k | 29.00 | 469.17 |
|
|
| Electronic Arts (EA) | 0.0 | $14k | 85.00 | 159.71 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $14k | 303.00 | 44.77 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $13k | 19.00 | 698.47 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $13k | 93.00 | 141.90 |
|
|
| Spdr Series Trust Portfolio Ln Cor (SPLB) | 0.0 | $13k | 565.00 | 22.57 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $13k | 30.00 | 424.57 |
|
|
| Pinterest Cl A (PINS) | 0.0 | $13k | NEW | 350.00 | 35.86 |
|
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 2025 Q2 filed July 22, 2025
- Iron Horse Wealth Management 2025 Q1 filed May 1, 2025
- 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