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, FLRN, VCIT, VEA, and represent 40.90% of Iron Horse Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VYM (+$13M), VOOG (+$9.1M), FLRN (+$8.6M), VCIT (+$8.2M), LQD (+$7.5M), VEA (+$7.1M), SPDW (+$6.8M), VB (+$6.0M), SPY, SCHP.
- Started 133 new stock positions in XLU, IJT, IUSV, CCOI, PRU, VLUE, HBAN, CGC, OILK, AAL.
- Reduced shares in these 5 stocks: VT, TOST, LEVI, UAA, Fortress Trans Infrst Invs L.
- Sold out of its positions in Fortress Trans Infrst Invs L, TOST, VT.
- Iron Horse Wealth Management was a net buyer of stock by $112M.
- Iron Horse Wealth Management has $185M in assets under management (AUM), dropping by 167.35%.
- Central Index Key (CIK): 0001836270
Tip: Access up to 7 years of quarterly data
Positions held by Iron Horse Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Iron Horse Wealth Management
Iron Horse Wealth Management holds 287 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Whitehall Fds High Div Yld (VYM) | 11.3 | $21M | +150% | 194k | 108.21 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 8.2 | $15M | +149% | 72k | 210.95 | |
| Spdr Ser Tr Bloomberg Invt (FLRN) | 7.4 | $14M | +166% | 451k | 30.39 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 7.3 | $14M | +155% | 174k | 77.51 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 6.7 | $12M | +134% | 296k | 41.97 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 6.7 | $12M | +152% | 118k | 105.43 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 6.1 | $11M | +147% | 383k | 29.69 | |
| Vanguard Index Fds Small Cp Etf (VB) | 5.5 | $10M | +143% | 55k | 183.54 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.4 | $8.2M | +147% | 22k | 382.45 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 4.3 | $8.0M | +141% | 39k | 203.81 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 4.1 | $7.6M | +161% | 148k | 51.79 | |
| Global X Fds S&p 500 Covered (XYLD) | 3.8 | $7.0M | +169% | 177k | 39.37 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.4 | $6.3M | +143% | 163k | 38.98 | |
| Global X Fds Us Pfd Etf (PFFD) | 3.3 | $6.1M | +151% | 313k | 19.37 | |
Setup an alertIron Horse Wealth Management will file the next quarterly 13-HR in about 1 months. Would you like to be notified? |
||||||
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 3.1 | $5.8M | +144% | 36k | 158.80 | |
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 2.9 | $5.4M | +156% | 109k | 50.13 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 2.6 | $4.9M | +136% | 36k | 135.25 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.8 | $3.3M | +161% | 40k | 82.49 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.6 | $1.0M | +224% | 21k | 50.67 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.5 | $974k | +40% | 25k | 38.91 | |
| UnitedHealth (UNH) | 0.3 | $633k | NEW | 1.2k | 530.15 | |
| Apple (AAPL) | 0.2 | $463k | +40% | 3.6k | 129.95 | |
| Wells Fargo & Company (WFC) | 0.2 | $463k | +238% | 11k | 41.25 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $396k | +237% | 1.3k | 308.65 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $357k | +156% | 11k | 33.00 | |
| Principal Financial (PFG) | 0.2 | $326k | +203% | 3.9k | 84.04 | |
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.2 | $323k | +194% | 8.2k | 39.57 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $319k | NEW | 830.00 | 384.34 | |
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.2 | $317k | +193% | 6.7k | 47.30 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $291k | +12% | 2.6k | 110.48 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $290k | +118% | 1.4k | 212.77 | |
| Deere & Company (DE) | 0.1 | $267k | +534% | 622.00 | 429.26 | |
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $265k | +352% | 8.3k | 31.88 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $258k | +288% | 1.8k | 140.22 | |
| Coca-Cola Company (KO) | 0.1 | $245k | +337% | 3.9k | 63.57 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $203k | +201% | 6.9k | 29.31 | |
| W.R. Berkley Corporation (WRB) | 0.1 | $199k | 2.7k | 72.52 | ||
| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $194k | +25% | 4.1k | 47.58 | |
| Starbucks Corporation (SBUX) | 0.1 | $187k | +186% | 1.9k | 99.05 | |
| Chevron Corporation (CVX) | 0.1 | $174k | +103% | 967.00 | 179.94 | |
| Procter & Gamble Company (PG) | 0.1 | $164k | +38% | 1.1k | 151.99 | |
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.1 | $159k | +581% | 2.5k | 64.58 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $136k | +245% | 1.8k | 74.48 | |
| Apollo Global Mgmt (APO) | 0.1 | $133k | 2.1k | 63.79 | ||
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $132k | +215% | 659.00 | 200.30 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $131k | +116% | 726.00 | 180.44 | |
| International Business Machines (IBM) | 0.1 | $125k | +196% | 888.00 | 140.77 | |
| Tractor Supply Company (TSCO) | 0.1 | $124k | NEW | 550.00 | 225.45 | |
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $123k | +271% | 4.9k | 25.15 | |
| Baxter International (BAX) | 0.1 | $120k | +327% | 2.4k | 51.06 | |
| CVS Caremark Corporation (CVS) | 0.1 | $116k | NEW | 1.2k | 93.25 | |
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $95k | +540% | 1.5k | 65.29 | |
| Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 0.1 | $95k | +371% | 2.9k | 32.83 | |
| Bank Of Montreal Cadcom (BMO) | 0.0 | $89k | +292% | 980.00 | 90.82 | |
| General Electric Com New (GE) | 0.0 | $88k | +103% | 1.0k | 84.13 | |
| Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.0 | $86k | +270% | 1.7k | 49.26 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $80k | NEW | 300.00 | 266.67 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $80k | NEW | 1.5k | 54.50 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $79k | +281% | 1.1k | 75.24 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $77k | NEW | 2.0k | 37.65 | |
| Dow (DOW) | 0.0 | $75k | +323% | 1.5k | 50.64 | |
| Intel Corporation (INTC) | 0.0 | $73k | +462% | 2.8k | 26.49 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $72k | 292.00 | 246.58 | ||
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.0 | $71k | +255% | 981.00 | 72.38 | |
| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.0 | $70k | -4% | 4.5k | 15.56 | |
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $67k | +972% | 1.4k | 49.19 | |
| New Relic (NEWR) | 0.0 | $66k | NEW | 1.2k | 56.17 | |
| Kinder Morgan (KMI) | 0.0 | $66k | +904% | 3.6k | 18.19 | |
| McDonald's Corporation (MCD) | 0.0 | $62k | +364% | 237.00 | 261.60 | |
| Merck & Co (MRK) | 0.0 | $61k | +4% | 547.00 | 111.52 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $61k | +9000% | 455.00 | 134.07 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $60k | 620.00 | 96.77 | ||
| Tesla Motors (TSLA) | 0.0 | $60k | +303% | 484.00 | 123.97 | |
| Verizon Communications (VZ) | 0.0 | $55k | +39% | 1.4k | 39.60 | |
| Johnson & Johnson (JNJ) | 0.0 | $53k | +112% | 300.00 | 176.67 | |
| Dupont De Nemours (DD) | 0.0 | $52k | NEW | 753.00 | 69.06 | |
| Vale S A Sponsored Ads (VALE) | 0.0 | $52k | +133% | 3.0k | 17.12 | |
| Spdr Ser Tr Portfolio Ln Cor (SPLB) | 0.0 | $50k | +642% | 2.2k | 22.51 | |
| Corteva (CTVA) | 0.0 | $49k | NEW | 830.00 | 59.04 | |
| AmerisourceBergen (ABC) | 0.0 | $41k | NEW | 250.00 | 164.00 | |
| Cigna Corp (CI) | 0.0 | $40k | NEW | 121.00 | 330.58 | |
| Boeing Company (BA) | 0.0 | $39k | +108% | 204.00 | 191.18 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $36k | NEW | 422.00 | 85.31 | |
| Lowe's Companies (LOW) | 0.0 | $35k | +133% | 175.00 | 200.00 | |
| At&t (T) | 0.0 | $35k | +75% | 1.9k | 18.61 | |
| 3M Company (MMM) | 0.0 | $34k | +13% | 285.00 | 119.30 | |
| GSK Sponsored Adr (GSK) | 0.0 | $32k | +12% | 900.00 | 35.56 | |
| Nike CL B (NKE) | 0.0 | $32k | +27300% | 274.00 | 116.79 | |
| Cisco Systems (CSCO) | 0.0 | $31k | +22% | 653.00 | 47.47 | |
| Caterpillar (CAT) | 0.0 | $28k | +286% | 116.00 | 241.38 | |
| Microsoft Corporation (MSFT) | 0.0 | $26k | NEW | 110.00 | 236.36 | |
| Peak (PEAK) | 0.0 | $25k | +300% | 1.0k | 25.00 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $24k | NEW | 360.00 | 66.67 | |
| Kroger (KR) | 0.0 | $24k | +57% | 548.00 | 43.80 | |
| Medtronic SHS (MDT) | 0.0 | $23k | +19% | 301.00 | 76.41 | |
| Altria (MO) | 0.0 | $23k | 500.00 | 46.00 | ||
| Walgreen Boots Alliance (WBA) | 0.0 | $22k | +20% | 600.00 | 36.67 | |
| Clorox Company (CLX) | 0.0 | $22k | +24% | 155.00 | 141.94 | |
| Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.0 | $22k | +76% | 441.00 | 49.89 | |
| Ishares U S Etf Tr Bloomberg Roll (CMDY) | 0.0 | $22k | 410.00 | 53.66 | ||
| Walt Disney Company (DIS) | 0.0 | $21k | +1110% | 242.00 | 86.78 | |
| Ford Motor Company (F) | 0.0 | $21k | +56% | 1.8k | 11.74 | |
| Target Corporation (TGT) | 0.0 | $21k | +8% | 143.00 | 146.85 | |
| Gamestop Corp Cl A (GME) | 0.0 | $21k | +11% | 1.1k | 18.78 | |
| Realty Income (O) | 0.0 | $20k | NEW | 313.00 | 63.90 | |
| Amazon (AMZN) | 0.0 | $20k | +94% | 233.00 | 85.84 | |
| Hormel Foods Corporation (HRL) | 0.0 | $20k | NEW | 444.00 | 45.05 | |
| Cardinal Health (CAH) | 0.0 | $19k | 250.00 | 76.00 | ||
| Marqeta Class A Com (MQ) | 0.0 | $18k | NEW | 3.0k | 6.03 | |
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $18k | 200.00 | 90.00 | ||
| Simon Property (SPG) | 0.0 | $18k | 150.00 | 120.00 | ||
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $18k | NEW | 209.00 | 86.12 | |
| eBay (EBAY) | 0.0 | $17k | NEW | 400.00 | 42.50 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $16k | NEW | 216.00 | 74.07 | |
| American Express Company (AXP) | 0.0 | $15k | 100.00 | 150.00 | ||
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $15k | NEW | 250.00 | 60.00 | |
| International Flavors & Fragrances (IFF) | 0.0 | $13k | NEW | 122.00 | 106.56 | |
| Telephone & Data Sys Com New (TDS) | 0.0 | $13k | NEW | 1.2k | 10.52 | |
| Wp Carey (WPC) | 0.0 | $12k | +5% | 158.00 | 75.95 | |
| Exelon Corporation (EXC) | 0.0 | $12k | NEW | 282.00 | 42.55 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $12k | +92% | 25.00 | 480.00 | |
| TJX Companies (TJX) | 0.0 | $12k | 150.00 | 80.00 | ||
| Amgen (AMGN) | 0.0 | $12k | NEW | 47.00 | 255.32 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $11k | NEW | 800.00 | 13.75 | |
| Home Depot (HD) | 0.0 | $11k | NEW | 34.00 | 323.53 | |
| Pfizer (PFE) | 0.0 | $10k | 193.00 | 51.81 | ||
| Hanesbrands (HBI) | 0.0 | $9.0k | +20% | 1.5k | 6.21 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $9.0k | NEW | 99.00 | 90.91 | |
| Wal-Mart Stores (WMT) | 0.0 | $9.0k | NEW | 60.00 | 150.00 | |
| Kronos Worldwide (KRO) | 0.0 | $9.0k | 1.0k | 9.00 | ||
| Proshares Tr Ultrapro Sht Qqq (SQQQ) | 0.0 | $9.0k | NEW | 174.00 | 51.72 | |
| New Mountain Finance Corp (NMFC) | 0.0 | $9.0k | 700.00 | 12.86 | ||
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $8.0k | NEW | 173.00 | 46.24 | |
| Waste Management (WM) | 0.0 | $8.0k | NEW | 50.00 | 160.00 | |
| Air Products & Chemicals (APD) | 0.0 | $8.0k | NEW | 25.00 | 320.00 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $8.0k | NEW | 257.00 | 31.13 | |
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.0 | $8.0k | 196.00 | 40.82 | ||
| Golden Ocean Group Shs New (GOGL) | 0.0 | $7.0k | 850.00 | 8.24 | ||
| Firstservice Corp (FSV) | 0.0 | $7.0k | NEW | 56.00 | 125.00 | |
| Viper Energy Partners Com Unt Rp Int (VNOM) | 0.0 | $7.0k | 216.00 | 32.41 | ||
| Enterprise Products Partners (EPD) | 0.0 | $6.0k | NEW | 237.00 | 25.32 | |
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $6.0k | +158% | 155.00 | 38.71 | |
| Union Pacific Corporation (UNP) | 0.0 | $6.0k | NEW | 31.00 | 193.55 | |
| Kellogg Company (K) | 0.0 | $6.0k | +166% | 80.00 | 75.00 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $6.0k | +50% | 30.00 | 200.00 | |
| Constellation Energy (CEG) | 0.0 | $6.0k | NEW | 75.00 | 80.00 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $6.0k | NEW | 85.00 | 70.59 | |
| Direxion Shs Etf Tr Dly Semicndtr Br (SOXS) | 0.0 | $6.0k | NEW | 159.00 | 37.74 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $6.0k | NEW | 248.00 | 24.19 | |
| AFLAC Incorporated (AFL) | 0.0 | $5.0k | NEW | 75.00 | 66.67 | |
| Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) | 0.0 | $5.0k | NEW | 97.00 | 51.55 | |
| Fastenal Company (FAST) | 0.0 | $5.0k | NEW | 100.00 | 50.00 | |
| Honeywell International (HON) | 0.0 | $5.0k | 23.00 | 217.39 | ||
| Spdr Ser Tr S&p Metals Mng (XME) | 0.0 | $5.0k | NEW | 106.00 | 47.17 | |
| Citigroup Com New (C) | 0.0 | $5.0k | +1000% | 110.00 | 45.45 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $5.0k | 152.00 | 32.89 | ||
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $5.0k | NEW | 114.00 | 43.86 | |
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $4.0k | +300% | 92.00 | 43.48 | |
| Ishares Tr Aggres Alloc Etf (AOA) | 0.0 | $4.0k | NEW | 72.00 | 55.56 | |
| Devon Energy Corporation (DVN) | 0.0 | $4.0k | NEW | 70.00 | 57.14 | |
| Pepsi (PEP) | 0.0 | $4.0k | +57% | 22.00 | 181.82 | |
| Corning Incorporated (GLW) | 0.0 | $4.0k | NEW | 125.00 | 32.00 | |
| BlackRock (BLK) | 0.0 | $4.0k | NEW | 5.00 | 800.00 | |
| Gilead Sciences (GILD) | 0.0 | $4.0k | +400% | 50.00 | 80.00 | |
| Workiva Com Cl A (WK) | 0.0 | $4.0k | NEW | 50.00 | 80.00 | |
| Uber Technologies (UBER) | 0.0 | $4.0k | 160.00 | 25.00 | ||
| Williams-Sonoma (WSM) | 0.0 | $4.0k | NEW | 35.00 | 114.29 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $4.0k | NEW | 87.00 | 45.98 | |
| Enbridge (ENB) | 0.0 | $4.0k | NEW | 113.00 | 35.40 | |
| Chemours (CC) | 0.0 | $4.0k | NEW | 126.00 | 31.75 | |
| American Airls (AAL) | 0.0 | $4.0k | NEW | 311.00 | 12.86 | |
| Teucrium Commodity Tr Wheat Fd (WEAT) | 0.0 | $4.0k | NEW | 499.00 | 8.02 | |
| Graniteshares Platinum Tr Shs Ben Int (PLTM) | 0.0 | $3.0k | NEW | 325.00 | 9.23 | |
| Tpi Composites (TPIC) | 0.0 | $3.0k | NEW | 294.00 | 10.20 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $3.0k | NEW | 45.00 | 66.67 | |
| Proshares Tr K1 Fre Crd Oil (OILK) | 0.0 | $3.0k | NEW | 73.00 | 41.10 | |
| Best Buy (BBY) | 0.0 | $3.0k | NEW | 35.00 | 85.71 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $3.0k | +21% | 23.00 | 130.43 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $3.0k | NEW | 34.00 | 88.24 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $3.0k | NEW | 100.00 | 30.00 | |
| FedEx Corporation (FDX) | 0.0 | $3.0k | NEW | 20.00 | 150.00 | |
| Schlumberger Com Stk (SLB) | 0.0 | $3.0k | NEW | 60.00 | 50.00 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $3.0k | NEW | 15.00 | 200.00 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $3.0k | 20.00 | 150.00 | ||
| Univar (UNVR) | 0.0 | $3.0k | 100.00 | 30.00 | ||
| Twilio Cl A (TWLO) | 0.0 | $3.0k | NEW | 64.00 | 46.88 | |
| Prudential Financial (PRU) | 0.0 | $3.0k | NEW | 26.00 | 115.38 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $3.0k | +1700% | 36.00 | 83.33 | |
| Bristol Myers Squibb (BMY) | 0.0 | $3.0k | +57% | 41.00 | 73.17 | |
| Lumen Technologies (LUMN) | 0.0 | $2.0k | NEW | 300.00 | 6.67 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $2.0k | NEW | 73.00 | 27.40 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $2.0k | NEW | 46.00 | 43.48 | |
| Ishares Tr Global Finls Etf (IXG) | 0.0 | $2.0k | NEW | 30.00 | 66.67 | |
| Costco Wholesale Corporation (COST) | 0.0 | $2.0k | NEW | 5.00 | 400.00 | |
| Casey's General Stores (CASY) | 0.0 | $2.0k | NEW | 10.00 | 200.00 | |
| Oneok (OKE) | 0.0 | $2.0k | NEW | 32.00 | 62.50 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $2.0k | NEW | 100.00 | 20.00 | |
| Abbvie (ABBV) | 0.0 | $2.0k | NEW | 10.00 | 200.00 | |
| First Tr Mlp & Energy Income (FEI) | 0.0 | $2.0k | NEW | 250.00 | 8.00 | |
| Ally Financial (ALLY) | 0.0 | $2.0k | 100.00 | 20.00 | ||
| Kraft Heinz (KHC) | 0.0 | $2.0k | NEW | 50.00 | 40.00 | |
| Planet Fitness Cl A (PLNT) | 0.0 | $2.0k | NEW | 25.00 | 80.00 | |
| Apa Corporation (APA) | 0.0 | $2.0k | NEW | 50.00 | 40.00 | |
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $2.0k | NEW | 23.00 | 86.96 | |
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $2.0k | NEW | 86.00 | 23.26 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $2.0k | NEW | 130.00 | 15.38 | |
| Bk Nova Cad (BNS) | 0.0 | $2.0k | NEW | 45.00 | 44.44 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $2.0k | +97% | 190.00 | 10.53 | |
| Amc Entmt Hldgs Cl A Com (AMC) | 0.0 | $1.0k | 150.00 | 6.67 | ||
| Occidental Petroleum Corporation (OXY) | 0.0 | $1.0k | NEW | 15.00 | 66.67 | |
| Lucid Group (LCID) | 0.0 | $1.0k | 94.00 | 10.64 | ||
| Draftkings Com Cl A (DKNG) | 0.0 | $1.0k | NEW | 47.00 | 21.28 | |
| Marriott Intl Cl A (MAR) | 0.0 | $1.0k | NEW | 10.00 | 100.00 | |
| PPL Corporation (PPL) | 0.0 | $1.0k | 25.00 | 40.00 | ||
| MetLife (MET) | 0.0 | $1.0k | 20.00 | 50.00 | ||
| Unilever Spon Adr New (UL) | 0.0 | $1.0k | NEW | 10.00 | 100.00 | |
| Wabtec Corporation (WAB) | 0.0 | $1.0k | +66% | 10.00 | 100.00 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $1.0k | NEW | 8.00 | 125.00 | |
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $1.0k | NEW | 8.00 | 125.00 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $1.0k | NEW | 8.00 | 125.00 | |
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $1.0k | NEW | 32.00 | 31.25 | |
| Babcock & Wilcox Enterpr (BW) | 0.0 | $1.0k | NEW | 100.00 | 10.00 | |
| Roblox Corp Cl A (RBLX) | 0.0 | $1.0k | 25.00 | 40.00 | ||
| Coinbase Global Com Cl A (COIN) | 0.0 | $1.0k | NEW | 16.00 | 62.50 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $999.999900 | NEW | 9.00 | 111.11 | |
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $999.999900 | NEW | 9.00 | 111.11 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $999.999700 | NEW | 7.00 | 142.86 | |
| Ishares Tr 10 Yr Invst Grd (IGLB) | 0.0 | $999.999600 | NEW | 12.00 | 83.33 | |
| Carnival Corp Common Stock (CCL) | 0.0 | $999.999000 | +3750% | 77.00 | 12.99 | |
| Spdr Ser Tr Portfolio Crport (SPBO) | 0.0 | $999.999000 | NEW | 33.00 | 30.30 | |
| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.0 | $999.999000 | NEW | 35.00 | 28.57 | |
| Sunrun (RUN) | 0.0 | $999.999000 | NEW | 30.00 | 33.33 | |
| Beyond Meat (BYND) | 0.0 | $999.998700 | 109.00 | 9.17 | ||
| Under Armour Cl A (UAA) | 0.0 | $999.996000 | -58% | 120.00 | 8.33 | |
| Uranium Energy (UEC) | 0.0 | $999.990000 | NEW | 300.00 | 3.33 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $0 | 1.00 | 0.00 | ||
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $0 | 1.00 | 0.00 | ||
| Travelers Companies (TRV) | 0.0 | $0 | 2.00 | 0.00 | ||
| Overstock (OSTK) | 0.0 | $0 | NEW | 14.00 | 0.00 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $0 | 2.00 | 0.00 | ||
| Cogent Communications Hldgs Com New (CCOI) | 0.0 | $0 | NEW | 8.00 | 0.00 | |
| Extra Space Storage (EXR) | 0.0 | $0 | NEW | 1.00 | 0.00 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $0 | NEW | 2.00 | 0.00 | |
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $0 | 2.00 | 0.00 | ||
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $0 | NEW | 5.00 | 0.00 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $0 | NEW | 3.00 | 0.00 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $0 | NEW | 2.00 | 0.00 | |
| Sabra Health Care REIT (SBRA) | 0.0 | $0 | NEW | 40.00 | 0.00 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $0 | NEW | 2.00 | 0.00 | |
| General Motors Company (GM) | 0.0 | $0 | 1.00 | 0.00 | ||
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $0 | NEW | 7.00 | 0.00 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $0 | 1.00 | 0.00 | ||
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $0 | NEW | 14.00 | 0.00 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $0 | +400% | 5.00 | 0.00 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $0 | +200% | 6.00 | 0.00 | |
| Plug Power Com New (PLUG) | 0.0 | $0 | 2.00 | 0.00 | ||
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $0 | NEW | 4.00 | 0.00 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $0 | NEW | 2.00 | 0.00 | |
| Phillips 66 (PSX) | 0.0 | $0 | 1.00 | 0.00 | ||
| Ishares Em Mkts Div Etf (DVYE) | 0.0 | $0 | NEW | 8.00 | 0.00 | |
| Five Below (FIVE) | 0.0 | $0 | 1.00 | 0.00 | ||
| Ishares Tr Msci India Etf (INDA) | 0.0 | $0 | 2.00 | 0.00 | ||
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $0 | NEW | 4.00 | 0.00 | |
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $0 | NEW | 5.00 | 0.00 | |
| Etf Ser Solutions Us Glb Jets (JETS) | 0.0 | $0 | 1.00 | 0.00 | ||
| Zynerba Pharmaceuticals (ZYNE) | 0.0 | $0 | 1.00 | 0.00 | ||
| Vaneck Etf Trust Vaneck Russia Et (RSX) | 0.0 | $0 | NEW | 40.00 | 0.00 | |
| Smith Micro Software Com New (SMSI) | 0.0 | $0 | NEW | 107.00 | 0.00 | |
| Canopy Gro (CGC) | 0.0 | $0 | NEW | 120.00 | 0.00 | |
| Snap Cl A (SNAP) | 0.0 | $0 | 1.00 | 0.00 | ||
| Brighthouse Finl (BHF) | 0.0 | $0 | 1.00 | 0.00 | ||
| Nio Spon Ads (NIO) | 0.0 | $0 | 5.00 | 0.00 | ||
| Antero Midstream Corp antero midstream (AM) | 0.0 | $0 | 1.00 | 0.00 | ||
| Paramount Global Class B Com (PARA) | 0.0 | $0 | NEW | 25.00 | 0.00 | |
| Essential Utils (WTRG) | 0.0 | $0 | NEW | 5.00 | 0.00 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $0 | NEW | 1.00 | 0.00 | |
| Lumos Pharma (LUMO) | 0.0 | $0 | NEW | 0 | 0.00 | |
| Aurora Cannabis (ACB) | 0.0 | $0 | NEW | 12.00 | 0.00 | |
| Advisorshares Tr Pure Us Cannabis (MSOS) | 0.0 | $0 | 1.00 | 0.00 | ||
| Upstart Hldgs (UPST) | 0.0 | $0 | NEW | 15.00 | 0.00 | |
| Zim Integrated Shipping Serv SHS (ZIM) | 0.0 | $0 | NEW | 17.00 | 0.00 | |
| Sofi Technologies (SOFI) | 0.0 | $0 | +2500% | 104.00 | 0.00 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $0 | 0 | 0.00 | ||
| Oatly Group Ab Sponsored Ads (OTLY) | 0.0 | $0 | 250.00 | 0.00 | ||
| Ftai Infrastructure Common Stock (FIP) | 0.0 | $0 | 4.00 | 0.00 | ||
| F&g Annuities & Life Common Stock | 0.0 | $0 | NEW | 15.00 | 0.00 | |
| Ftai Aviation SHS | 0.0 | $0 | NEW | 4.00 | 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 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