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
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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 | |
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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