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, SPYG, FLRN, VEA, SCHP, and represent 40.03% of Iron Horse Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPYG, VYM, VEA, SPDW, VB, FLRN, SCHP, SPEM, VO, SPTM.
- Started 88 new stock positions in XLF, LVS, BLOK, BBWI, VTI, CCOI, SCHF, VXUS, SPHD, KRO.
- Reduced shares in these 10 stocks: APA, WTBA, LUMN, PHYS, SPYD, SPYV, , VOD, XME, NEAR.
- Sold out of its positions in SAN, BCRX, CSX, DXC, Draftkings Inc Com Cl A, FHLC, GATX, HPQ, HPE, DVYE.
- Iron Horse Wealth Management was a net buyer of stock by $15M.
- Iron Horse Wealth Management has $176M in assets under management (AUM), dropping by -3.58%.
- Central Index Key (CIK): 0001836270
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Portfolio Holdings for Iron Horse Wealth Management
Iron Horse Wealth Management holds 311 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Whitehall Fds High Div Yld (VYM) | 11.9 | $21M | +8% | 206k | 101.70 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 7.7 | $14M | +15% | 258k | 52.28 | |
| Spdr Ser Tr Bloomberg Invt (FLRN) | 7.4 | $13M | +7% | 435k | 30.11 | |
| Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) | 6.8 | $12M | +12% | 294k | 40.80 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 6.1 | $11M | +8% | 193k | 55.80 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 5.4 | $9.4M | +13% | 327k | 28.84 | |
| Vanguard Index Fds Small Cp Etf (VB) | 5.2 | $9.2M | +13% | 52k | 176.11 | |
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 4.3 | $7.6M | +9% | 163k | 46.48 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 4.3 | $7.5M | +12% | 216k | 34.77 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 4.2 | $7.3M | +11% | 37k | 196.98 | |
| Global X Fds S&p 500 Covered (XYLD) | 4.1 | $7.3M | +9% | 171k | 42.68 | |
| Global X Fds Us Pfd Etf (PFFD) | 4.1 | $7.2M | +9% | 337k | 21.21 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 3.8 | $6.8M | +7% | 61k | 110.03 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.8 | $6.8M | +6% | 84k | 80.02 | |
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| Spdr Ser Tr Portfolio Short (SPSB) | 3.8 | $6.7M | +4% | 226k | 29.73 | |
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 3.3 | $5.8M | +4% | 116k | 50.09 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.9 | $5.2M | +9% | 35k | 149.82 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 2.5 | $4.4M | +7% | 34k | 129.51 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.9 | $3.3M | +7% | 37k | 91.11 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.5 | $933k | -4% | 25k | 36.81 | |
| UnitedHealth (UNH) | 0.4 | $639k | 1.2k | 513.67 | ||
| Apple (AAPL) | 0.3 | $487k | -2% | 3.6k | 136.84 | |
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.2 | $419k | -3% | 13k | 32.67 | |
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.2 | $416k | -12% | 10k | 39.90 | |
| Wells Fargo & Company (WFC) | 0.2 | $410k | +21% | 11k | 39.13 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $350k | +55% | 1.3k | 272.80 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $317k | 837.00 | 378.73 | ||
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $304k | 1.4k | 223.04 | ||
| Principal Financial (PFG) | 0.2 | $264k | +5% | 4.0k | 66.77 | |
| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $256k | 5.1k | 49.72 | ||
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $247k | 1.9k | 131.80 | ||
| Coca-Cola Company (KO) | 0.1 | $242k | 3.9k | 62.79 | ||
| Exxon Mobil Corporation (XOM) | 0.1 | $217k | 2.5k | 85.64 | ||
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $195k | +92% | 1.9k | 101.56 | |
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.1 | $177k | 2.9k | 60.39 | ||
| Deere & Company (DE) | 0.1 | $165k | 549.00 | 300.55 | ||
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $157k | 2.2k | 72.52 | ||
| W.R. Berkley Corporation (WRB) | 0.1 | $155k | NEW | 2.3k | 68.43 | |
| Baxter International (BAX) | 0.1 | $151k | 2.4k | 64.26 | ||
| Starbucks Corporation (SBUX) | 0.1 | $144k | -7% | 1.9k | 76.27 | |
| Chevron Corporation (CVX) | 0.1 | $143k | 986.00 | 145.03 | ||
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $130k | 659.00 | 197.27 | ||
| International Business Machines (IBM) | 0.1 | $127k | 901.00 | 140.95 | ||
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $127k | 726.00 | 174.93 | ||
| Procter & Gamble Company (PG) | 0.1 | $126k | +2% | 875.00 | 144.00 | |
| Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 0.1 | $122k | 3.4k | 35.94 | ||
| CVS Caremark Corporation (CVS) | 0.1 | $116k | 1.2k | 92.95 | ||
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $115k | -13% | 4.4k | 26.38 | |
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $108k | -18% | 1.8k | 60.85 | |
| Tractor Supply Company (TSCO) | 0.1 | $107k | 550.00 | 194.55 | ||
| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $104k | 2.0k | 53.33 | ||
| Intel Corporation (INTC) | 0.1 | $102k | +2% | 2.7k | 37.43 | |
| Bank Of Montreal Cadcom (BMO) | 0.1 | $94k | 980.00 | 95.92 | ||
| Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.0 | $86k | -26% | 1.7k | 49.26 | |
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.0 | $83k | 1.2k | 70.28 | ||
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $78k | -8% | 1.0k | 76.10 | |
| Tesla Motors (TSLA) | 0.0 | $78k | 116.00 | 672.41 | ||
| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.0 | $77k | +4% | 4.7k | 16.38 | |
| Dow (DOW) | 0.0 | $76k | +11% | 1.5k | 51.84 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $69k | 292.00 | 236.30 | ||
| General Electric Com New (GE) | 0.0 | $67k | NEW | 1.0k | 64.05 | |
| Kinder Morgan (KMI) | 0.0 | $61k | 3.6k | 16.81 | ||
| Verizon Communications (VZ) | 0.0 | $60k | 1.2k | 50.80 | ||
| New Relic (NEWR) | 0.0 | $59k | 1.2k | 50.21 | ||
| McDonald's Corporation (MCD) | 0.0 | $59k | 237.00 | 248.95 | ||
| Spdr Ser Tr Portfolio Ln Cor (SPLB) | 0.0 | $57k | +2% | 2.4k | 24.02 | |
| Merck & Co (MRK) | 0.0 | $50k | 547.00 | 91.41 | ||
| Johnson & Johnson (JNJ) | 0.0 | $48k | -4% | 271.00 | 177.12 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $47k | 124.00 | 379.03 | ||
| Corteva (CTVA) | 0.0 | $45k | 830.00 | 54.22 | ||
| Boeing Company (BA) | 0.0 | $44k | +8% | 320.00 | 137.50 | |
| Dupont De Nemours (DD) | 0.0 | $42k | 753.00 | 55.78 | ||
| JPMorgan Chase & Co. (JPM) | 0.0 | $40k | +22% | 355.00 | 112.68 | |
| 3M Company (MMM) | 0.0 | $40k | +6% | 308.00 | 129.87 | |
| At&t (T) | 0.0 | $39k | 1.9k | 20.77 | ||
| Vale S A Sponsored Ads (VALE) | 0.0 | $36k | +255% | 2.5k | 14.46 | |
| AmerisourceBergen (ABC) | 0.0 | $35k | 250.00 | 140.00 | ||
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $34k | +8% | 813.00 | 41.82 | |
| Peak (PEAK) | 0.0 | $32k | 1.3k | 25.60 | ||
| Cigna Corp (CI) | 0.0 | $32k | 121.00 | 264.46 | ||
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $31k | NEW | 1.4k | 22.95 | |
| Lowe's Companies (LOW) | 0.0 | $31k | 175.00 | 177.14 | ||
| Gamestop Corp Cl A (GME) | 0.0 | $31k | +150% | 250.00 | 124.00 | |
| Microsoft Corporation (MSFT) | 0.0 | $29k | +2% | 113.00 | 256.64 | |
| Cisco Systems (CSCO) | 0.0 | $28k | +328% | 655.00 | 42.75 | |
| Walgreen Boots Alliance (WBA) | 0.0 | $28k | +15% | 735.00 | 38.10 | |
| Kroger (KR) | 0.0 | $26k | 548.00 | 47.45 | ||
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $26k | -8% | 315.00 | 82.54 | |
| Target Corporation (TGT) | 0.0 | $26k | -9% | 181.00 | 143.65 | |
| eBay (EBAY) | 0.0 | $25k | 600.00 | 41.67 | ||
| Amazon (AMZN) | 0.0 | $25k | +4540% | 232.00 | 107.76 | |
| Marqeta Class A Com (MQ) | 0.0 | $24k | NEW | 3.0k | 8.05 | |
| Ishares U S Etf Tr Bloomberg Roll (CMDY) | 0.0 | $24k | NEW | 410.00 | 58.54 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $24k | 478.00 | 50.21 | ||
| Comcast Corp Cl A (CMCSA) | 0.0 | $23k | 578.00 | 39.79 | ||
| Walt Disney Company (DIS) | 0.0 | $23k | +16% | 242.00 | 95.04 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $23k | 525.00 | 43.81 | ||
| Clorox Company (CLX) | 0.0 | $22k | 155.00 | 141.94 | ||
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $22k | +4% | 355.00 | 61.97 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $21k | 266.00 | 78.95 | ||
| Caterpillar (CAT) | 0.0 | $21k | 116.00 | 181.03 | ||
| Hormel Foods Corporation (HRL) | 0.0 | $21k | 444.00 | 47.30 | ||
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $20k | 200.00 | 100.00 | ||
| Telephone & Data Sys Com New (TDS) | 0.0 | $20k | 1.2k | 16.18 | ||
| Ford Motor Company (F) | 0.0 | $19k | 1.7k | 10.93 | ||
| Kronos Worldwide (KRO) | 0.0 | $18k | NEW | 1.0k | 18.00 | |
| Hanesbrands (HBI) | 0.0 | $17k | 1.7k | 10.00 | ||
| Altria (MO) | 0.0 | $17k | 400.00 | 42.50 | ||
| Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.0 | $17k | +16% | 360.00 | 47.22 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $16k | 38.00 | 421.05 | ||
| Realty Income (O) | 0.0 | $16k | 228.00 | 70.18 | ||
| International Flavors & Fragrances (IFF) | 0.0 | $15k | 122.00 | 122.95 | ||
| American Express Company (AXP) | 0.0 | $14k | 100.00 | 140.00 | ||
| Simon Property (SPG) | 0.0 | $14k | +50% | 150.00 | 93.33 | |
| Exelon Corporation (EXC) | 0.0 | $13k | 282.00 | 46.10 | ||
| Cardinal Health (CAH) | 0.0 | $13k | 250.00 | 52.00 | ||
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $12k | 160.00 | 75.00 | ||
| Wp Carey (WPC) | 0.0 | $12k | 150.00 | 80.00 | ||
| Abbvie (ABBV) | 0.0 | $12k | 76.00 | 157.89 | ||
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $11k | +36% | 127.00 | 86.61 | |
| Amgen (AMGN) | 0.0 | $11k | 47.00 | 234.04 | ||
| Pfizer (PFE) | 0.0 | $10k | +5% | 193.00 | 51.81 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $10k | NEW | 53.00 | 188.68 | |
| Golden Ocean Group Shs New (GOGL) | 0.0 | $10k | 850.00 | 11.76 | ||
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.0 | $9.0k | 196.00 | 45.92 | ||
| Home Depot (HD) | 0.0 | $9.0k | 34.00 | 264.71 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $9.0k | +33% | 4.00 | 2250.00 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $9.0k | -87% | 637.00 | 14.13 | |
| New Mountain Finance Corp (NMFC) | 0.0 | $8.0k | 700.00 | 11.43 | ||
| Waste Management (WM) | 0.0 | $8.0k | +6% | 53.00 | 150.94 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $8.0k | +24% | 257.00 | 31.13 | |
| TJX Companies (TJX) | 0.0 | $8.0k | 150.00 | 53.33 | ||
| A. O. Smith Corporation (AOS) | 0.0 | $8.0k | 150.00 | 53.33 | ||
| Wal-Mart Stores (WMT) | 0.0 | $7.0k | 60.00 | 116.67 | ||
| Union Pacific Corporation (UNP) | 0.0 | $7.0k | 31.00 | 225.81 | ||
| Abbott Laboratories (ABT) | 0.0 | $7.0k | 66.00 | 106.06 | ||
| FedEx Corporation (FDX) | 0.0 | $7.0k | +50% | 30.00 | 233.33 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $7.0k | 30.00 | 233.33 | ||
| Enterprise Products Partners (EPD) | 0.0 | $6.0k | +2% | 243.00 | 24.69 | |
| Citigroup Com New (C) | 0.0 | $6.0k | -8% | 133.00 | 45.11 | |
| Air Products & Chemicals (APD) | 0.0 | $6.0k | 25.00 | 240.00 | ||
| Kellogg Company (K) | 0.0 | $6.0k | 80.00 | 75.00 | ||
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $6.0k | -17% | 160.00 | 37.50 | |
| Viper Energy Partners Com Unt Rp Int (VNOM) | 0.0 | $6.0k | 207.00 | 28.99 | ||
| Direxion Shs Etf Tr Dly Gold Indx 2x (NUGT) | 0.0 | $5.0k | NEW | 155.00 | 32.26 | |
| Paypal Holdings (PYPL) | 0.0 | $5.0k | 70.00 | 71.43 | ||
| Fastenal Company (FAST) | 0.0 | $5.0k | 100.00 | 50.00 | ||
| West Bancorporation Cap Stk (WTBA) | 0.0 | $5.0k | -94% | 200.00 | 25.00 | |
| Twilio Cl A (TWLO) | 0.0 | $5.0k | 64.00 | 78.12 | ||
| American Airls (AAL) | 0.0 | $4.0k | +2% | 319.00 | 12.54 | |
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $4.0k | -16% | 93.00 | 43.01 | |
| Ishares Tr Aggres Alloc Etf (AOA) | 0.0 | $4.0k | 72.00 | 55.56 | ||
| salesforce (CRM) | 0.0 | $4.0k | +20% | 24.00 | 166.67 | |
| Corning Incorporated (GLW) | 0.0 | $4.0k | 125.00 | 32.00 | ||
| Adobe Systems Incorporated (ADBE) | 0.0 | $4.0k | 10.00 | 400.00 | ||
| Seaboard Corporation (SEB) | 0.0 | $4.0k | NEW | 1.00 | 4000.00 | |
| Williams-Sonoma (WSM) | 0.0 | $4.0k | 35.00 | 114.29 | ||
| Firstservice Corp (FSV) | 0.0 | $4.0k | 33.00 | 121.21 | ||
| Honeywell International (HON) | 0.0 | $4.0k | 23.00 | 173.91 | ||
| Twitter (TWTR) | 0.0 | $4.0k | 115.00 | 34.78 | ||
| Toast Cl A (TOST) | 0.0 | $4.0k | NEW | 340.00 | 11.76 | |
| AFLAC Incorporated (AFL) | 0.0 | $4.0k | 75.00 | 53.33 | ||
| Constellation Energy (CEG) | 0.0 | $4.0k | NEW | 75.00 | 53.33 | |
| Chemours (CC) | 0.0 | $4.0k | 126.00 | 31.75 | ||
| Tpi Composites (TPIC) | 0.0 | $4.0k | 294.00 | 13.61 | ||
| Teucrium Commodity Tr Wheat Fd (WEAT) | 0.0 | $3.0k | -88% | 357.00 | 8.40 | |
| Graniteshares Platinum Tr Shs Ben Int (PLTM) | 0.0 | $3.0k | -85% | 302.00 | 9.93 | |
| Bk Nova Cad (BNS) | 0.0 | $3.0k | NEW | 45.00 | 66.67 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $3.0k | 45.00 | 66.67 | ||
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $3.0k | 73.00 | 41.10 | ||
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $3.0k | 23.00 | 130.43 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $3.0k | NEW | 11.00 | 272.73 | |
| Pepsi (PEP) | 0.0 | $3.0k | -74% | 17.00 | 176.47 | |
| Proshares Tr K1 Fre Crd Oil (OILK) | 0.0 | $3.0k | -87% | 62.00 | 48.39 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $3.0k | 100.00 | 30.00 | ||
| BlackRock (BLK) | 0.0 | $3.0k | 5.00 | 600.00 | ||
| Gilead Sciences (GILD) | 0.0 | $3.0k | 50.00 | 60.00 | ||
| Prudential Financial (PRU) | 0.0 | $3.0k | +23% | 32.00 | 93.75 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $3.0k | 20.00 | 150.00 | ||
| Ally Financial (ALLY) | 0.0 | $3.0k | 100.00 | 30.00 | ||
| Workiva Com Cl A (WK) | 0.0 | $3.0k | 50.00 | 60.00 | ||
| Uber Technologies (UBER) | 0.0 | $3.0k | +6% | 160.00 | 18.75 | |
| Lumen Technologies (LUMN) | 0.0 | $3.0k | -96% | 300.00 | 10.00 | |
| Bristol Myers Squibb (BMY) | 0.0 | $3.0k | 41.00 | 73.17 | ||
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $3.0k | NEW | 206.00 | 14.56 | |
| Beyond Meat (BYND) | 0.0 | $3.0k | +9% | 109.00 | 27.52 | |
| Tegna (TGNA) | 0.0 | $2.0k | 75.00 | 26.67 | ||
| Kraft Heinz (KHC) | 0.0 | $2.0k | +16% | 58.00 | 34.48 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $2.0k | NEW | 36.00 | 55.56 | |
| Best Buy (BBY) | 0.0 | $2.0k | 35.00 | 57.14 | ||
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $2.0k | NEW | 27.00 | 74.07 | |
| Spdr Ser Tr S&p Semicndctr (XSD) | 0.0 | $2.0k | NEW | 12.00 | 166.67 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $2.0k | NEW | 22.00 | 90.91 | |
| Nike CL B (NKE) | 0.0 | $2.0k | +5% | 21.00 | 95.24 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $2.0k | NEW | 7.00 | 285.71 | |
| Costco Wholesale Corporation (COST) | 0.0 | $2.0k | 5.00 | 400.00 | ||
| T. Rowe Price (TROW) | 0.0 | $2.0k | 20.00 | 100.00 | ||
| Casey's General Stores (CASY) | 0.0 | $2.0k | 10.00 | 200.00 | ||
| Oneok (OKE) | 0.0 | $2.0k | -43% | 32.00 | 62.50 | |
| Hldgs (UAL) | 0.0 | $2.0k | NEW | 50.00 | 40.00 | |
| First Tr Mlp & Energy Income (FEI) | 0.0 | $2.0k | 250.00 | 8.00 | ||
| Univar (UNVR) | 0.0 | $2.0k | 100.00 | 20.00 | ||
| Planet Fitness Cl A (PLNT) | 0.0 | $2.0k | 25.00 | 80.00 | ||
| Apa Corporation (APA) | 0.0 | $2.0k | -98% | 50.00 | 40.00 | |
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $2.0k | NEW | 6.00 | 333.33 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $2.0k | 130.00 | 15.38 | ||
| Schlumberger Com Stk (SLB) | 0.0 | $2.0k | 60.00 | 33.33 | ||
| Under Armour Cl A (UAA) | 0.0 | $2.0k | 190.00 | 10.53 | ||
| Lucid Group (LCID) | 0.0 | $2.0k | NEW | 124.00 | 16.13 | |
| Amc Entmt Hldgs Cl A Com (AMC) | 0.0 | $2.0k | 150.00 | 13.33 | ||
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $1.0k | +1450% | 31.00 | 32.26 | |
| Las Vegas Sands (LVS) | 0.0 | $1.0k | NEW | 23.00 | 43.48 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $1.0k | NEW | 23.00 | 43.48 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $1.0k | NEW | 15.00 | 66.67 | |
| Philip Morris International (PM) | 0.0 | $1.0k | NEW | 15.00 | 66.67 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $1.0k | NEW | 15.00 | 66.67 | |
| Ishares Tr Us Trsprtion (IYT) | 0.0 | $1.0k | NEW | 6.00 | 166.67 | |
| Draftkings Com Cl A (DKNG) | 0.0 | $1.0k | NEW | 47.00 | 21.28 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $1.0k | 100.00 | 10.00 | ||
| V.F. Corporation (VFC) | 0.0 | $1.0k | NEW | 20.00 | 50.00 | |
| Universal Corporation (UVV) | 0.0 | $1.0k | NEW | 10.00 | 100.00 | |
| 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 | ||
| Wabtec Corporation (WAB) | 0.0 | $1.0k | -9% | 10.00 | 100.00 | |
| B&G Foods (BGS) | 0.0 | $1.0k | 50.00 | 20.00 | ||
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $1.0k | 10.00 | 100.00 | ||
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $1.0k | NEW | 25.00 | 40.00 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $1.0k | NEW | 2.00 | 500.00 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $1.0k | 25.00 | 40.00 | ||
| Babcock & Wilcox Enterpr (BW) | 0.0 | $1.0k | 100.00 | 10.00 | ||
| Paramount Global Class B Com (PARA) | 0.0 | $1.0k | NEW | 25.00 | 40.00 | |
| 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 | |
| Oatly Group Ab Sponsored Ads (OTLY) | 0.0 | $1.0k | NEW | 250.00 | 4.00 | |
| United Parcel Service CL B (UPS) | 0.0 | $999.999900 | NEW | 3.00 | 333.33 | |
| Spdr Index Shs Fds S&p Gblinf Etf (GII) | 0.0 | $999.999600 | 12.00 | 83.33 | ||
| Spdr Ser Tr S&p Metals Mng (XME) | 0.0 | $999.999500 | -97% | 17.00 | 58.82 | |
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $999.999400 | NEW | 43.00 | 23.26 | |
| Kohl's Corporation (KSS) | 0.0 | $999.999000 | NEW | 21.00 | 47.62 | |
| Spdr Ser Tr Portfolio Crport (SPBO) | 0.0 | $999.999000 | 33.00 | 30.30 | ||
| Sunrun (RUN) | 0.0 | $999.999000 | 30.00 | 33.33 | ||
| Amplify Etf Tr Blockchain Ldr (BLOK) | 0.0 | $999.997800 | NEW | 73.00 | 13.70 | |
| Hasbro (HAS) | 0.0 | $0 | NEW | 2.00 | 0.00 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $0 | NEW | 1.00 | 0.00 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $0 | 1.00 | 0.00 | ||
| Goldman Sachs (GS) | 0.0 | $0 | NEW | 1.00 | 0.00 | |
| Bank of America Corporation (BAC) | 0.0 | $0 | NEW | 12.00 | 0.00 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $0 | NEW | 2.00 | 0.00 | |
| Expeditors International of Washington (EXPD) | 0.0 | $0 | NEW | 2.00 | 0.00 | |
| Norfolk Southern (NSC) | 0.0 | $0 | NEW | 2.00 | 0.00 | |
| Sony Group Corporation Sponsored Adr (SONY) | 0.0 | $0 | NEW | 4.00 | 0.00 | |
| Dominion Resources (D) | 0.0 | $0 | NEW | 2.00 | 0.00 | |
| Shaw Communications Cl B Conv (SJR) | 0.0 | $0 | NEW | 7.00 | 0.00 | |
| American Eagle Outfitters (AEO) | 0.0 | $0 | NEW | 5.00 | 0.00 | |
| Carnival Corp Common Stock (CCL) | 0.0 | $0 | +2250% | 47.00 | 0.00 | |
| H&R Block (HRB) | 0.0 | $0 | NEW | 11.00 | 0.00 | |
| Western Digital (WDC) | 0.0 | $0 | NEW | 5.00 | 0.00 | |
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $0 | NEW | 20.00 | 0.00 | |
| Emerson Electric (EMR) | 0.0 | $0 | NEW | 2.00 | 0.00 | |
| Tyson Foods Cl A (TSN) | 0.0 | $0 | NEW | 1.00 | 0.00 | |
| Yum! Brands (YUM) | 0.0 | $0 | NEW | 4.00 | 0.00 | |
| Honda Motor Amern Shs (HMC) | 0.0 | $0 | NEW | 4.00 | 0.00 | |
| AvalonBay Communities (AVB) | 0.0 | $0 | NEW | 1.00 | 0.00 | |
| Overstock (OSTK) | 0.0 | $0 | NEW | 10.00 | 0.00 | |
| Cogent Communications Hldgs Com New (CCOI) | 0.0 | $0 | NEW | 8.00 | 0.00 | |
| Park National Corporation (PRK) | 0.0 | $0 | NEW | 2.00 | 0.00 | |
| United States Steel Corporation (X) | 0.0 | $0 | NEW | 2.00 | 0.00 | |
| General Motors Company (GM) | 0.0 | $0 | +600% | 7.00 | 0.00 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $0 | 1.00 | 0.00 | ||
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $0 | NEW | 11.00 | 0.00 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $0 | 8.00 | 0.00 | ||
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $0 | NEW | 3.00 | 0.00 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $0 | NEW | 5.00 | 0.00 | |
| Stag Industrial (STAG) | 0.0 | $0 | NEW | 12.00 | 0.00 | |
| Plug Power Com New (PLUG) | 0.0 | $0 | 2.00 | 0.00 | ||
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $0 | 3.00 | 0.00 | ||
| Phillips 66 (PSX) | 0.0 | $0 | 1.00 | 0.00 | ||
| Five Below (FIVE) | 0.0 | $0 | 1.00 | 0.00 | ||
| Ishares Core Msci Emkt (IEMG) | 0.0 | $0 | NEW | 1.00 | 0.00 | |
| Ishares Tr Msci India Etf (INDA) | 0.0 | $0 | NEW | 2.00 | 0.00 | |
| New Residential Invt Corp Com New (NRZ) | 0.0 | $0 | NEW | 40.00 | 0.00 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $0 | NEW | 3.00 | 0.00 | |
| Iron Mountain (IRM) | 0.0 | $0 | NEW | 3.00 | 0.00 | |
| Medtronic SHS (MDT) | 0.0 | $0 | 1.00 | 0.00 | ||
| Etf Ser Solutions Us Glb Jets (JETS) | 0.0 | $0 | NEW | 1.00 | 0.00 | |
| Fortress Trans Infrst Invs L Cl A Com Shs (FTAI) | 0.0 | $0 | 4.00 | 0.00 | ||
| Westrock (WRK) | 0.0 | $0 | NEW | 10.00 | 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 | |
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $0 | NEW | 45.00 | 0.00 | |
| Smith Micro Software Com New (SMSI) | 0.0 | $0 | 107.00 | 0.00 | ||
| Canopy Gro (CGC) | 0.0 | $0 | +500% | 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 | ||
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.0 | $0 | NEW | 19.00 | 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 | ||
| Xerox Holdings Corp Com New (XRX) | 0.0 | $0 | NEW | 4.00 | 0.00 | |
| Sundial Growers (SNDL) | 0.0 | $0 | NEW | 200.00 | 0.00 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $0 | 1.00 | 0.00 | ||
| Lumos Pharma (LUMO) | 0.0 | $0 | 0 | 0.00 | ||
| Aurora Cannabis (ACB) | 0.0 | $0 | NEW | 12.00 | 0.00 | |
| Advisorshares Tr Pure Us Cannabis (MSOS) | 0.0 | $0 | NEW | 1.00 | 0.00 | |
| Viatris (VTRS) | 0.0 | $0 | NEW | 1.00 | 0.00 | |
| Upstart Hldgs (UPST) | 0.0 | $0 | NEW | 15.00 | 0.00 | |
| Purecycle Technologies (PCT) | 0.0 | $0 | NEW | 60.00 | 0.00 | |
| Mudrick Capital Acqu Corp Ii Com Cl A (MUDS) | 0.0 | $0 | +11% | 10.00 | 0.00 | |
| Sofi Technologies (SOFI) | 0.0 | $0 | NEW | 4.00 | 0.00 | |
| Bath & Body Works In (BBWI) | 0.0 | $0 | NEW | 9.00 | 0.00 | |
| Victorias Secret And Common Stock (VSCO) | 0.0 | $0 | NEW | 3.00 | 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 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