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 44.86% of Iron Horse Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BBAG (+$16M), JEPI (+$12M), LQD, VCIT, SPY, VOE, VBR, VYM, PFFD, VO.
- Started 3 new stock positions in VXUS, GSEW, BBAG.
- Reduced shares in these 10 stocks: FLRN (-$13M), SCHP (-$7.4M), XYLD (-$6.6M), JPST (-$5.3M), VNQ, VB, VEA, VOOG, SPYG, SPDW.
- Sold out of its positions in MSOS, ALLY, JETS, ENB, Envestnet Inc note 1.750% 6/0, FTEC, SPHQ, RSPH, DEF, EEMV.
- Iron Horse Wealth Management was a net seller of stock by $-1.3M.
- Iron Horse Wealth Management has $204M in assets under management (AUM), dropping by 1.68%.
- Central Index Key (CIK): 0001836270
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Portfolio Holdings for Iron Horse Wealth Management
Iron Horse Wealth Management holds 322 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Whitehall Fds High Div Yld (VYM) | 10.6 | $22M | +2% | 203k | 106.07 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 9.5 | $19M | -2% | 76k | 254.09 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 8.4 | $17M | +18% | 217k | 79.03 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 8.3 | $17M | +25% | 156k | 108.14 |
|
| J P Morgan Exchange Traded F Betabuilders Us (BBAG) | 8.0 | $16M | NEW | 355k | 46.18 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.2 | $13M | +24% | 29k | 443.29 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 6.2 | $13M | -6% | 271k | 46.18 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 6.0 | $12M | -3% | 378k | 32.54 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 5.7 | $12M | +11922% | 211k | 55.33 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 4.7 | $9.5M | -16% | 48k | 198.89 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 4.6 | $9.3M | +3% | 42k | 220.16 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.5 | $7.1M | 175k | 40.68 |
|
|
| Global X Fds Us Pfd Etf (PFFD) | 3.3 | $6.8M | +5% | 350k | 19.39 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 3.3 | $6.8M | +8% | 41k | 165.40 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 3.3 | $6.7M | +27% | 49k | 138.38 |
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.7 | $1.5M | -89% | 48k | 30.69 |
|
| Global X Fds S&p 500 Covered (XYLD) | 0.5 | $1.1M | -86% | 26k | 41.05 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.5 | $990k | -6% | 23k | 43.20 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.4 | $831k | -32% | 14k | 61.01 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.4 | $765k | -90% | 15k | 52.43 |
|
| Apple (AAPL) | 0.3 | $674k | 3.5k | 193.96 |
|
|
| UnitedHealth (UNH) | 0.3 | $576k | 1.2k | 480.64 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.3 | $532k | -90% | 11k | 50.14 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $465k | -87% | 5.6k | 83.56 |
|
| Wells Fargo & Company (WFC) | 0.2 | $459k | -7% | 11k | 42.68 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $448k | 1.3k | 341.06 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $370k | 830.00 | 445.71 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $329k | 1.2k | 282.96 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $279k | 2.6k | 107.26 |
|
|
| Principal Financial (PFG) | 0.1 | $275k | -6% | 3.6k | 75.84 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $267k | -11% | 7.2k | 37.08 |
|
| Coca-Cola Company (KO) | 0.1 | $244k | 4.1k | 60.22 |
|
|
| Deere & Company (DE) | 0.1 | $231k | -6% | 570.00 | 405.46 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $208k | -8% | 4.2k | 49.29 |
|
| AFLAC Incorporated (AFL) | 0.1 | $201k | +9848% | 2.9k | 69.80 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $198k | -25% | 1.4k | 142.10 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $171k | -51% | 5.0k | 34.38 |
|
| Starbucks Corporation (SBUX) | 0.1 | $166k | 1.7k | 99.06 |
|
|
| W.R. Berkley Corporation (WRB) | 0.1 | $163k | 2.7k | 59.56 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $150k | -9% | 988.00 | 151.74 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.1 | $146k | -58% | 2.7k | 54.44 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.1 | $143k | -15% | 2.1k | 68.78 |
|
| Apollo Global Mgmt (APO) | 0.1 | $130k | 1.7k | 76.81 |
|
|
| Tesla Motors (TSLA) | 0.1 | $127k | 484.00 | 261.77 |
|
|
| Chevron Corporation (CVX) | 0.1 | $125k | 795.00 | 157.35 |
|
|
| Tractor Supply Company (TSCO) | 0.1 | $124k | 559.00 | 221.10 |
|
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $122k | -52% | 3.8k | 32.11 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $111k | 300.00 | 369.42 |
|
|
| International Business Machines (IBM) | 0.1 | $107k | 800.00 | 133.81 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $107k | -28% | 520.00 | 205.77 |
|
| General Electric Com New (GE) | 0.1 | $107k | -3% | 972.00 | 109.85 |
|
| Baxter International (BAX) | 0.1 | $103k | 2.3k | 45.56 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $93k | -38% | 406.00 | 229.74 |
|
| Intel Corporation (INTC) | 0.0 | $92k | 2.8k | 33.44 |
|
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $89k | 980.00 | 90.31 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $86k | 1.2k | 69.13 |
|
|
| Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 0.0 | $86k | -10% | 2.6k | 33.47 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $84k | -41% | 1.1k | 77.19 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.0 | $83k | -20% | 1.2k | 71.65 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.0 | $80k | -35% | 3.2k | 25.37 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $79k | -8% | 1.1k | 75.66 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $79k | -49% | 2.7k | 29.44 |
|
| New Relic (NEWR) | 0.0 | $77k | 1.2k | 65.44 |
|
|
| Dow (DOW) | 0.0 | $75k | +16% | 1.4k | 53.26 |
|
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $70k | 285.00 | 244.82 |
|
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| McDonald's Corporation (MCD) | 0.0 | $67k | 225.00 | 298.41 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $66k | 455.00 | 145.47 |
|
|
| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.0 | $65k | 4.5k | 14.43 |
|
|
| Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.0 | $64k | -25% | 1.3k | 49.72 |
|
| Verizon Communications (VZ) | 0.0 | $63k | -5% | 1.7k | 37.20 |
|
| Kinder Morgan (KMI) | 0.0 | $63k | 3.6k | 17.22 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $61k | -5% | 620.00 | 97.60 |
|
| Hormel Foods Corporation (HRL) | 0.0 | $57k | +219% | 1.4k | 40.22 |
|
| Medtronic SHS (MDT) | 0.0 | $53k | 601.00 | 88.10 |
|
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| AmerisourceBergen (ABC) | 0.0 | $50k | 262.00 | 192.43 |
|
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.0 | $49k | -35% | 632.00 | 76.96 |
|
| Dupont De Nemours (DD) | 0.0 | $48k | 678.00 | 71.44 |
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| Boeing Company (BA) | 0.0 | $48k | 229.00 | 211.16 |
|
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| Corteva (CTVA) | 0.0 | $48k | 832.00 | 57.33 |
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| Lowe's Companies (LOW) | 0.0 | $42k | 185.00 | 225.70 |
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| Merck & Co (MRK) | 0.0 | $41k | 357.00 | 115.39 |
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| Microsoft Corporation (MSFT) | 0.0 | $40k | 118.00 | 340.54 |
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| Johnson & Johnson (JNJ) | 0.0 | $37k | -11% | 222.00 | 165.52 |
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| Cisco Systems (CSCO) | 0.0 | $36k | +7% | 703.00 | 51.74 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $36k | +11% | 1.0k | 35.64 |
|
| Nike CL B (NKE) | 0.0 | $35k | +14% | 313.00 | 110.23 |
|
| Cigna Corp (CI) | 0.0 | $34k | 121.00 | 280.60 |
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| Altria (MO) | 0.0 | $32k | +16% | 700.00 | 45.30 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $31k | -25% | 315.00 | 97.46 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $30k | +12% | 900.00 | 33.04 |
|
| 3M Company (MMM) | 0.0 | $29k | -13% | 291.00 | 100.09 |
|
| Caterpillar (CAT) | 0.0 | $29k | 116.00 | 246.05 |
|
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| Medical Properties Trust (MPW) | 0.0 | $28k | +100% | 3.0k | 9.26 |
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| Ford Motor Company (F) | 0.0 | $27k | 1.8k | 15.13 |
|
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $26k | 361.00 | 72.93 |
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| At&t (T) | 0.0 | $26k | -6% | 1.6k | 15.95 |
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| Clorox Company (CLX) | 0.0 | $25k | 155.00 | 159.04 |
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| Pioneer Nat Res Note (Principal) | 0.0 | $24k | 11k | 2.20 |
|
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| Amazon (AMZN) | 0.0 | $23k | 178.00 | 130.36 |
|
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| Palo Alto Networks Note (Principal) | 0.0 | $23k | 9.0k | 2.57 |
|
|
| Walgreen Boots Alliance (WBA) | 0.0 | $23k | +33% | 800.00 | 28.49 |
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| Eqt Corp Note (Principal) | 0.0 | $23k | 8.0k | 2.81 |
|
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| Biomarin Pharmaceutical Note (Principal) | 0.0 | $22k | 22k | 0.98 |
|
|
| Walt Disney Company (DIS) | 0.0 | $21k | 231.00 | 89.34 |
|
|
| Ishares U S Etf Tr Bloomberg Roll (CMDY) | 0.0 | $20k | 410.00 | 49.51 |
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| Peak (PEAK) | 0.0 | $20k | 1.0k | 20.10 |
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| Helix Energy Solutions Grp I Note (Principal) | 0.0 | $20k | 15k | 1.32 |
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| Brookfield Real Assets Incom Shs Ben Int (RA) | 0.0 | $19k | +106% | 1.1k | 16.76 |
|
| Cardinal Health (CAH) | 0.0 | $19k | -20% | 200.00 | 94.57 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $19k | 200.00 | 94.35 |
|
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| Target Corporation (TGT) | 0.0 | $19k | 143.00 | 131.90 |
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| Conmed Corp Note (Principal) | 0.0 | $19k | 12k | 1.54 |
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| Patrick Inds Note 1.750%12/0 (Principal) | 0.0 | $18k | 19k | 0.97 |
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| Microchip Technology Note (Principal) | 0.0 | $18k | 16k | 1.13 |
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| Ford Mtr Co Del Note (Principal) | 0.0 | $18k | 16k | 1.10 |
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| Vale S A Sponsored Ads (VALE) | 0.0 | $17k | 1.3k | 13.42 |
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| American Express Company (AXP) | 0.0 | $17k | 100.00 | 174.20 |
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| Simon Property (SPG) | 0.0 | $17k | 150.00 | 115.48 |
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| Dexcom Note (Principal) | 0.0 | $17k | 16k | 1.07 |
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| Nrg Energy DBCV (Principal) | 0.0 | $17k | 16k | 1.06 |
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| Zillow Group Note (Principal) | 0.0 | $17k | 16k | 1.05 |
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| Kroger (KR) | 0.0 | $16k | 348.00 | 47.00 |
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| Vail Resorts (Principal) | 0.0 | $16k | 18k | 0.89 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $16k | 216.00 | 74.33 |
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| Cheesecake Factory Note (Principal) | 0.0 | $16k | 19k | 0.84 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $16k | 250.00 | 63.20 |
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| Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.0 | $16k | -24% | 250.00 | 62.32 |
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| Cable One Note (Principal) | 0.0 | $15k | 20k | 0.75 |
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| Mgp Ingredients Note (Principal) | 0.0 | $15k | 12k | 1.23 |
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| Ringcentral Note (Principal) | 0.0 | $15k | 16k | 0.92 |
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| Integra Lifesciences Hldgs C Note (Principal) | 0.0 | $15k | 16k | 0.91 |
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| Gamestop Corp Cl A (GME) | 0.0 | $15k | 600.00 | 24.25 |
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| eBay (EBAY) | 0.0 | $15k | 325.00 | 44.69 |
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| Nuvasive Note (Principal) | 0.0 | $14k | 16k | 0.90 |
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| Pebblebrook Hotel Tr Note (Principal) | 0.0 | $14k | 17k | 0.84 |
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| Lumentum Hldgs Note (Principal) | 0.0 | $14k | 16k | 0.88 |
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| Southwest Airls Note (Principal) | 0.0 | $14k | 12k | 1.15 |
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| Teladoc Health Note (Principal) | 0.0 | $14k | 17k | 0.80 |
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| TJX Companies (TJX) | 0.0 | $13k | 150.00 | 84.79 |
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| Burlington Stores Note (Principal) | 0.0 | $12k | 12k | 1.03 |
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| Exact Sciences Corp Note (Principal) | 0.0 | $12k | 12k | 1.02 |
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| Dish Network Corporation Note (Principal) | 0.0 | $12k | 24k | 0.51 |
|
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| Spdr Ser Tr Portfolio Ln Cor (SPLB) | 0.0 | $12k | -77% | 503.00 | 23.26 |
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| Wal-Mart Stores (WMT) | 0.0 | $12k | 74.00 | 157.18 |
|
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| Exelon Corporation (EXC) | 0.0 | $12k | 282.00 | 40.74 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $11k | 95.00 | 119.71 |
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| Etsy Note (Principal) | 0.0 | $11k | 9.0k | 1.18 |
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| Liberty Media Corp Del Note (Principal) | 0.0 | $10k | 9.0k | 1.16 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $10k | -85% | 202.00 | 51.41 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $10k | 100.00 | 103.74 |
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| Telephone & Data Sys Com New (TDS) | 0.0 | $10k | 1.2k | 8.23 |
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| Wp Carey (WPC) | 0.0 | $10k | 150.00 | 67.56 |
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| International Flavors & Fragrances (IFF) | 0.0 | $9.7k | 122.00 | 79.59 |
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| Akamai Technologies Note (Principal) | 0.0 | $9.6k | 9.0k | 1.07 |
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| Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $9.5k | +3% | 265.00 | 35.94 |
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| Splunk Note (Principal) | 0.0 | $9.0k | 9.0k | 1.00 |
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| Kronos Worldwide (KRO) | 0.0 | $8.7k | 1.0k | 8.73 |
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| New Mountain Finance Corp (NMFC) | 0.0 | $8.7k | 700.00 | 12.44 |
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| Waste Management (WM) | 0.0 | $8.7k | 50.00 | 173.42 |
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| Firstservice Corp (FSV) | 0.0 | $8.6k | 56.00 | 154.09 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $8.3k | 30.00 | 275.17 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $8.1k | 257.00 | 31.63 |
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| Spirit Airls Note (Principal) | 0.0 | $8.1k | 10k | 0.81 |
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| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.0 | $8.0k | 196.00 | 41.07 |
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| Ionis Pharmaceuticals Note (Principal) | 0.0 | $7.5k | 8.0k | 0.94 |
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| Block Note (Principal) | 0.0 | $7.5k | 8.0k | 0.94 |
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| Pfizer (PFE) | 0.0 | $7.1k | 193.00 | 36.68 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $7.1k | -12% | 87.00 | 81.24 |
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| Uber Technologies (UBER) | 0.0 | $6.9k | 160.00 | 43.17 |
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| Constellation Energy (CEG) | 0.0 | $6.9k | 75.00 | 91.55 |
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| Honeywell International (HON) | 0.0 | $6.8k | 33.00 | 207.52 |
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| Hanesbrands (HBI) | 0.0 | $6.6k | 1.5k | 4.54 |
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| Golden Ocean Group Shs New (GOGL) | 0.0 | $6.4k | 850.00 | 7.55 |
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| Union Pacific Corporation (UNP) | 0.0 | $6.3k | 31.00 | 204.61 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $6.3k | 152.00 | 41.66 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $6.0k | 61.00 | 97.84 |
|
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| Viavi Solutions Note (Principal) | 0.0 | $6.0k | 6.0k | 0.99 |
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| Fastenal Company (FAST) | 0.0 | $5.9k | 100.00 | 58.99 |
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| American Airls (AAL) | 0.0 | $5.6k | 311.00 | 17.94 |
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| Snap Note (Principal) | 0.0 | $5.5k | 6.0k | 0.92 |
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| Everbridge Note (Principal) | 0.0 | $5.4k | 6.0k | 0.90 |
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| Kellogg Company (K) | 0.0 | $5.4k | 80.00 | 67.40 |
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| Ames National Corporation (ATLO) | 0.0 | $5.2k | 291.00 | 18.03 |
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| Pepsi (PEP) | 0.0 | $5.2k | 28.00 | 185.21 |
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| Workiva Com Cl A (WK) | 0.0 | $5.1k | 50.00 | 101.66 |
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| FedEx Corporation (FDX) | 0.0 | $5.0k | 20.00 | 247.90 |
|
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $4.9k | -15% | 127.00 | 38.84 |
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| Costco Wholesale Corporation (COST) | 0.0 | $4.8k | 9.00 | 538.33 |
|
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| Ishares Tr Aggres Alloc Etf (AOA) | 0.0 | $4.8k | 72.00 | 66.33 |
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| Chemours (CC) | 0.0 | $4.6k | 126.00 | 36.89 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $4.5k | 87.00 | 51.53 |
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| Corning Incorporated (GLW) | 0.0 | $4.4k | 125.00 | 35.04 |
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| Twilio Cl A (TWLO) | 0.0 | $4.1k | 64.00 | 63.62 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $4.0k | 100.00 | 39.62 |
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| Gilead Sciences (GILD) | 0.0 | $3.9k | 50.00 | 77.08 |
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| Citigroup Com New (C) | 0.0 | $3.7k | 80.00 | 46.04 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $3.6k | 23.00 | 157.83 |
|
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $3.6k | -11% | 79.00 | 45.89 |
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| Univar (UNVR) | 0.0 | $3.6k | 100.00 | 35.84 |
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| Direxion Shs Etf Tr Dly Semicndtr Br (SOXS) | 0.0 | $3.3k | 336.00 | 9.87 |
|
|
| Proshares Tr Ultrapro Sht Qqq (SQQQ) | 0.0 | $3.3k | 174.00 | 18.91 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $3.2k | 20.00 | 161.20 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $3.2k | 73.00 | 44.14 |
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| Tpi Composites (TPIC) | 0.0 | $3.0k | 294.00 | 10.37 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $2.9k | 60.00 | 49.12 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $2.9k | 45.00 | 65.44 |
|
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| Stryker Corporation (SYK) | 0.0 | $2.7k | 9.00 | 305.11 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $2.6k | -42% | 41.00 | 63.95 |
|
| F&g Annuities & Life Common Stock (FG) | 0.0 | $2.6k | +98% | 105.00 | 24.81 |
|
| Cintas Corporation (CTAS) | 0.0 | $2.5k | 5.00 | 497.00 |
|
|
| Casey's General Stores (CASY) | 0.0 | $2.4k | 10.00 | 243.90 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $2.4k | 50.00 | 48.38 |
|
|
| Brown & Brown (BRO) | 0.0 | $2.4k | 35.00 | 68.83 |
|
|
| S&p Global (SPGI) | 0.0 | $2.4k | 6.00 | 400.83 |
|
|
| W.W. Grainger (GWW) | 0.0 | $2.4k | 3.00 | 788.67 |
|
|
| Analog Devices (ADI) | 0.0 | $2.3k | 12.00 | 194.83 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $2.3k | 14.00 | 165.64 |
|
|
| Prudential Financial (PRU) | 0.0 | $2.3k | 26.00 | 88.23 |
|
|
| Linde SHS (LIN) | 0.0 | $2.3k | 6.00 | 381.00 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $2.3k | 9.00 | 250.11 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $2.2k | 12.00 | 180.00 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $2.2k | 7.00 | 308.57 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $2.1k | 19.00 | 113.11 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $2.1k | 8.00 | 265.50 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $2.1k | 8.00 | 264.00 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $2.1k | 7.00 | 299.57 |
|
|
| BlackRock (BLK) | 0.0 | $2.1k | 3.00 | 691.00 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $2.1k | 19.00 | 109.00 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $2.1k | 21.00 | 97.95 |
|
|
| Xylem (XYL) | 0.0 | $2.0k | 18.00 | 112.61 |
|
|
| New Jersey Resources Corporation (NJR) | 0.0 | $2.0k | 42.00 | 47.19 |
|
|
| Atmos Energy Corporation (ATO) | 0.0 | $2.0k | 17.00 | 116.35 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $2.0k | 11.00 | 179.27 |
|
|
| First Tr Mlp & Energy Income (FEI) | 0.0 | $1.9k | 250.00 | 7.71 |
|
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $1.9k | 129.00 | 14.92 |
|
|
| Smucker J M Com New (SJM) | 0.0 | $1.9k | 13.00 | 147.69 |
|
|
| Phillips 66 (PSX) | 0.0 | $1.9k | 20.00 | 95.40 |
|
|
| Paychex (PAYX) | 0.0 | $1.9k | 17.00 | 111.88 |
|
|
| Home Depot (HD) | 0.0 | $1.9k | 6.00 | 310.67 |
|
|
| Nextera Energy (NEE) | 0.0 | $1.9k | 25.00 | 74.20 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $1.9k | 10.00 | 185.10 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $1.8k | 4.00 | 460.50 |
|
|
| Jack Henry & Associates (JKHY) | 0.0 | $1.8k | 11.00 | 167.36 |
|
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $1.8k | 19.00 | 96.79 |
|
|
| Kraft Heinz (KHC) | 0.0 | $1.8k | 50.00 | 35.50 |
|
|
| Eversource Energy (ES) | 0.0 | $1.8k | 25.00 | 70.92 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $1.8k | 8.00 | 219.75 |
|
|
| Chubb (CB) | 0.0 | $1.7k | 9.00 | 192.56 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $1.7k | 8.00 | 215.12 |
|
|
| Apa Corporation (APA) | 0.0 | $1.7k | 50.00 | 34.18 |
|
|
| Planet Fitness Cl A (PLNT) | 0.0 | $1.7k | 25.00 | 67.44 |
|
|
| FactSet Research Systems (FDS) | 0.0 | $1.6k | 4.00 | 400.75 |
|
|
| Amgen (AMGN) | 0.0 | $1.6k | 7.00 | 222.00 |
|
|
| Carnival Corp Common Stock (CCL) | 0.0 | $1.5k | 77.00 | 18.83 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $1.4k | 50.00 | 28.90 |
|
|
| Beyond Meat (BYND) | 0.0 | $1.4k | 109.00 | 12.98 |
|
|
| Commerce Bancshares (CBSH) | 0.0 | $1.4k | 29.00 | 48.69 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $1.4k | 130.00 | 10.78 |
|
|
| Abbvie (ABBV) | 0.0 | $1.3k | 10.00 | 134.70 |
|
|
| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.0 | $1.3k | NEW | 20.00 | 62.50 |
|
| Draftkings Com Cl A (DKNG) | 0.0 | $1.2k | 47.00 | 26.57 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $1.2k | -33% | 96.00 | 12.54 |
|
| MetLife (MET) | 0.0 | $1.1k | 20.00 | 56.55 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $1.1k | NEW | 20.00 | 56.10 |
|
| Uranium Energy (UEC) | 0.0 | $1.0k | 300.00 | 3.40 |
|
|
| Roblox Corp Cl A (RBLX) | 0.0 | $1.0k | 25.00 | 40.32 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $987.000300 | 9.00 | 109.67 |
|
|
| Spdr Ser Tr Portfolio Crport (SPBO) | 0.0 | $980.998600 | +3% | 34.00 | 28.85 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $973.000000 | +11% | 10.00 | 97.30 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $904.000500 | 15.00 | 60.27 |
|
|
| Under Armour Cl A (UAA) | 0.0 | $866.004000 | 120.00 | 7.22 |
|
|
| Rumble Com Cl A (RUM) | 0.0 | $864.997500 | 97.00 | 8.92 |
|
|
| Spdr Ser Tr S&p Metals Mng (XME) | 0.0 | $863.999500 | 17.00 | 50.82 |
|
|
| Progressive Corporation (PGR) | 0.0 | $826.000200 | -92% | 6.00 | 137.67 |
|
| Lumen Technologies (LUMN) | 0.0 | $678.000000 | 300.00 | 2.26 |
|
|
| PPL Corporation (PPL) | 0.0 | $662.000000 | 25.00 | 26.48 |
|
|
| Amc Entmt Hldgs Cl A Com (AMC) | 0.0 | $660.000000 | 150.00 | 4.40 |
|
|
| Lucid Group (LCID) | 0.0 | $647.998400 | 94.00 | 6.89 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $628.000200 | +12% | 9.00 | 69.78 |
|
| Babcock & Wilcox Enterpr (BW) | 0.0 | $590.000000 | 100.00 | 5.90 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $575.000300 | 7.00 | 82.14 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $557.000100 | +12% | 9.00 | 61.89 |
|
| Upstart Hldgs (UPST) | 0.0 | $537.000000 | 15.00 | 35.80 |
|
|
| Teucrium Commodity Tr Wheat Fd (WEAT) | 0.0 | $535.001400 | 83.00 | 6.45 |
|
|
| Oatly Group Ab Sponsored Ads (OTLY) | 0.0 | $513.000000 | 250.00 | 2.05 |
|
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $460.000000 | 5.00 | 92.00 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $450.000000 | 6.00 | 75.00 |
|
|
| Proshares Tr K1 Fre Crd Oil (OILK) | 0.0 | $447.000400 | 11.00 | 40.64 |
|
|
| Graniteshares Platinum Tr Shs Ben Int (PLTM) | 0.0 | $423.998400 | 48.00 | 8.83 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $390.000000 | +7% | 15.00 | 26.00 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $361.999800 | +20% | 6.00 | 60.33 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $335.000000 | 5.00 | 67.00 |
|
|
| Zim Integrated Shipping Serv SHS (ZIM) | 0.0 | $282.998900 | +27% | 23.00 | 12.30 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $250.000000 | 2.00 | 125.00 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $248.000000 | +14% | 8.00 | 31.00 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $239.000000 | 2.00 | 119.50 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $234.000000 | +25% | 5.00 | 46.80 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $231.999900 | 3.00 | 77.33 |
|
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $223.000000 | +25% | 5.00 | 44.60 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $217.000000 | 2.00 | 108.50 |
|
|
| Ishares Em Mkts Div Etf (DVYE) | 0.0 | $207.999900 | +12% | 9.00 | 23.11 |
|
| Five Below (FIVE) | 0.0 | $197.000000 | 1.00 | 197.00 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $145.000000 | 2.00 | 72.50 |
|
|
| Ftai Aviation SHS (FTAI) | 0.0 | $127.000000 | 4.00 | 31.75 |
|
|
| Smith Micro Software Com New (SMSI) | 0.0 | $118.994700 | 107.00 | 1.11 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $101.000000 | 1.00 | 101.00 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $95.000000 | 2.00 | 47.50 |
|
|
| Vaneck Etf Trust Social Sentiment (BUZZ) | 0.0 | $82.000000 | 5.00 | 16.40 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $59.000000 | 1.00 | 59.00 |
|
|
| Nio Spon Ads (NIO) | 0.0 | $48.000000 | 5.00 | 9.60 |
|
|
| Canopy Gro (CGC) | 0.0 | $47.004000 | 120.00 | 0.39 |
|
|
| Brighthouse Finl (BHF) | 0.0 | $47.000000 | 1.00 | 47.00 |
|
|
| General Motors Company (GM) | 0.0 | $39.000000 | 1.00 | 39.00 |
|
|
| Sofi Technologies (SOFI) | 0.0 | $33.000000 | 4.00 | 8.25 |
|
|
| Plug Power Com New (PLUG) | 0.0 | $21.000000 | 2.00 | 10.50 |
|
|
| Ftai Infrastructure Common Stock (FIP) | 0.0 | $15.000000 | 4.00 | 3.75 |
|
|
| Snap Cl A (SNAP) | 0.0 | $12.000000 | 1.00 | 12.00 |
|
|
| Antero Midstream Corp antero midstream (AM) | 0.0 | $12.000000 | 1.00 | 12.00 |
|
|
| Aurora Cannabis (ACB) | 0.0 | $6.000000 | 12.00 | 0.50 |
|
|
| Zynerba Pharmaceuticals (ZYNE) | 0.0 | $0 | 1.00 | 0.00 |
|
|
| Lumos Pharma (LUMO) | 0.0 | $0 | 0 | 0.00 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $0 | 0 | 0.00 |
|
Past Filings by Iron Horse Wealth Management
SEC 13F filings are viewable for Iron Horse Wealth Management going back to 2020
- Iron Horse Wealth Management 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