Iron Horse Wealth Management as of Dec. 31, 2020
Portfolio Holdings for Iron Horse Wealth Management
Iron Horse Wealth Management holds 189 positions in its portfolio as reported in the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 12.5 | $16M | 161k | 97.14 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 12.2 | $15M | 111k | 138.13 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 10.1 | $13M | 138k | 91.51 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 8.7 | $11M | 196k | 55.29 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 5.7 | $7.1M | 151k | 47.21 | |
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 5.0 | $6.2M | 184k | 33.75 | |
Vanguard Index Fds Small Cp Etf (VB) | 4.9 | $6.1M | 31k | 194.67 | |
Global X Fds Us Pfd Etf (PFFD) | 4.4 | $5.5M | 213k | 25.80 | |
Vanguard Index Fds Mid Cap Etf (VO) | 4.1 | $5.1M | 25k | 206.79 | |
Spdr Ser Tr Portfolio Short (SPSB) | 4.0 | $5.0M | 160k | 31.40 | |
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 4.0 | $5.0M | 119k | 42.16 | |
Spdr Ser Tr Portfoli S&p1500 (SPTM) | 3.7 | $4.7M | 101k | 46.09 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.7 | $3.3M | 24k | 142.21 | |
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 2.4 | $3.0M | 59k | 50.78 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 2.3 | $2.9M | 24k | 118.96 | |
Global X Fds S&p 500 Covered (XYLD) | 1.8 | $2.3M | 49k | 46.40 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 1.8 | $2.2M | 26k | 84.92 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.3 | $1.6M | 19k | 83.25 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.8 | $957k | 28k | 34.39 | |
Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.5 | $655k | 18k | 37.20 | |
Apple (AAPL) | 0.4 | $497k | 3.7k | 132.78 | |
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.4 | $482k | 15k | 32.95 | |
UnitedHealth (UNH) | 0.4 | $471k | 1.3k | 350.45 | |
Vanguard Index Fds Growth Etf (VUG) | 0.3 | $411k | 1.6k | 253.08 | |
Baxter International (BAX) | 0.3 | $367k | 4.6k | 80.13 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $312k | 830.00 | 375.90 | |
Vanguard Index Fds Value Etf (VTV) | 0.2 | $295k | 2.5k | 118.95 | |
Wells Fargo & Company (WFC) | 0.2 | $265k | 8.8k | 30.22 | |
Ishares Tr Core Intl Aggr (IAGG) | 0.2 | $229k | 4.1k | 56.32 | |
Coca-Cola Company (KO) | 0.2 | $217k | 3.9k | 54.96 | |
Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.2 | $204k | 4.1k | 50.14 | |
Starbucks Corporation (SBUX) | 0.2 | $197k | 1.8k | 106.83 | |
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.2 | $194k | 3.5k | 55.38 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $189k | 706.00 | 267.71 | |
Spdr Ser Tr Wells Fg Pfd Etf (PSK) | 0.1 | $185k | 4.2k | 44.31 | |
Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $178k | 5.8k | 30.74 | |
Principal Financial (PFG) | 0.1 | $176k | 3.6k | 49.52 | |
Apache Corporation | 0.1 | $173k | 12k | 14.18 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $167k | 789.00 | 211.66 | |
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $167k | 2.5k | 66.14 | |
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $166k | 2.4k | 69.51 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $163k | 704.00 | 231.53 | |
Deere & Company (DE) | 0.1 | $158k | 588.00 | 268.71 | |
Spdr Ser Tr Portfolio Ln Cor (SPLB) | 0.1 | $150k | 4.5k | 33.01 | |
General Electric Company | 0.1 | $150k | 14k | 10.78 | |
Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $138k | 2.8k | 48.47 | |
Chevron Corporation (CVX) | 0.1 | $128k | 1.5k | 84.60 | |
Procter & Gamble Company (PG) | 0.1 | $122k | 874.00 | 139.59 | |
Intel Corporation (INTC) | 0.1 | $118k | 2.4k | 50.02 | |
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $103k | 1.3k | 76.69 | |
Exxon Mobil Corporation (XOM) | 0.1 | $102k | 2.5k | 41.03 | |
New Relic | 0.1 | $96k | 1.5k | 65.08 | |
Tractor Supply Company (TSCO) | 0.1 | $91k | 650.00 | 140.00 | |
Bank Of Montreal Cadcom (BMO) | 0.1 | $90k | 1.2k | 76.27 | |
CVS Caremark Corporation (CVS) | 0.1 | $85k | 1.2k | 68.33 | |
Tesla Motors (TSLA) | 0.1 | $81k | 115.00 | 704.35 | |
Peak (DOC) | 0.1 | $77k | 2.6k | 30.20 | |
C H Robinson Worldwide Com New (CHRW) | 0.1 | $66k | 700.00 | 94.29 | |
Fastenal Company (FAST) | 0.0 | $54k | 1.1k | 49.09 | |
Kinder Morgan (KMI) | 0.0 | $50k | 3.6k | 13.78 | |
Caterpillar (CAT) | 0.0 | $50k | 276.00 | 181.16 | |
Boeing Company (BA) | 0.0 | $50k | 232.00 | 215.52 | |
Dupont De Nemours (DD) | 0.0 | $48k | 679.00 | 70.69 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $41k | 822.00 | 49.88 | |
Lowe's Companies (LOW) | 0.0 | $40k | 250.00 | 160.00 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $39k | 104.00 | 375.00 | |
Dow (DOW) | 0.0 | $38k | 679.00 | 55.96 | |
eBay (EBAY) | 0.0 | $38k | 750.00 | 50.67 | |
International Business Machines (IBM) | 0.0 | $38k | 300.00 | 126.67 | |
Walt Disney Company (DIS) | 0.0 | $38k | 211.00 | 180.09 | |
Roku Com Cl A (ROKU) | 0.0 | $37k | 111.00 | 333.33 | |
Target Corporation (TGT) | 0.0 | $35k | 196.00 | 178.57 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $32k | 530.00 | 60.38 | |
Corteva (CTVA) | 0.0 | $32k | 830.00 | 38.55 | |
At&t (T) | 0.0 | $31k | 1.1k | 28.60 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $30k | 343.00 | 87.46 | |
Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $30k | 843.00 | 35.59 | |
Johnson & Johnson (JNJ) | 0.0 | $30k | 191.00 | 157.07 | |
Oneok (OKE) | 0.0 | $26k | 675.00 | 38.52 | |
Hanesbrands (HBI) | 0.0 | $26k | 1.8k | 14.86 | |
Cigna Corp (CI) | 0.0 | $25k | 121.00 | 206.61 | |
Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $25k | 338.00 | 73.96 | |
Clorox Company (CLX) | 0.0 | $25k | 125.00 | 200.00 | |
JPMorgan Chase & Co. (JPM) | 0.0 | $24k | 190.00 | 126.32 | |
AmerisourceBergen (COR) | 0.0 | $24k | 250.00 | 96.00 | |
Microsoft Corporation (MSFT) | 0.0 | $24k | 110.00 | 218.18 | |
Comcast Corp Cl A (CMCSA) | 0.0 | $22k | 412.00 | 53.40 | |
Twilio Cl A (TWLO) | 0.0 | $22k | 64.00 | 343.75 | |
Hormel Foods Corporation (HRL) | 0.0 | $21k | 444.00 | 47.30 | |
Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $20k | 505.00 | 39.60 | |
Amazon (AMZN) | 0.0 | $20k | 6.00 | 3333.33 | |
Spdr Ser Tr Blomberg Brc Inv (FLRN) | 0.0 | $19k | 624.00 | 30.45 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $17k | 88.00 | 193.18 | |
Tpi Composites (TPIC) | 0.0 | $16k | 294.00 | 54.42 | |
FedEx Corporation (FDX) | 0.0 | $15k | 58.00 | 258.62 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $15k | 160.00 | 93.75 | |
Beyond Meat (BYND) | 0.0 | $13k | 100.00 | 130.00 | |
Exelon Corporation (EXC) | 0.0 | $12k | 282.00 | 42.55 | |
3M Company (MMM) | 0.0 | $12k | 71.00 | 169.01 | |
American Express Company (AXP) | 0.0 | $12k | 100.00 | 120.00 | |
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.0 | $11k | 256.00 | 42.97 | |
Telephone & Data Sys Com New (TDS) | 0.0 | $11k | 604.00 | 18.21 | |
TJX Companies (TJX) | 0.0 | $10k | 150.00 | 66.67 | |
Vanguard World Fds Energy Etf (VDE) | 0.0 | $10k | 200.00 | 50.00 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $10k | 30.00 | 333.33 | |
Wal-Mart Stores (WMT) | 0.0 | $9.0k | 60.00 | 150.00 | |
CenturyLink | 0.0 | $8.0k | 850.00 | 9.41 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $8.0k | 154.00 | 51.95 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $8.0k | 205.00 | 39.02 | |
Chemours (CC) | 0.0 | $8.0k | 335.00 | 23.88 | |
Ishares Esg Awr Msci Em (ESGE) | 0.0 | $8.0k | 200.00 | 40.00 | |
Vanguard World Fds Health Car Etf (VHT) | 0.0 | $8.0k | 35.00 | 228.57 | |
Alliant Energy Corporation (LNT) | 0.0 | $8.0k | 150.00 | 53.33 | |
Pfizer (PFE) | 0.0 | $7.0k | 183.00 | 38.25 | |
Royal Dutch Shell Spons Adr A | 0.0 | $7.0k | 200.00 | 35.00 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $7.0k | 30.00 | 233.33 | |
Cisco Systems (CSCO) | 0.0 | $7.0k | 153.00 | 45.75 | |
Verizon Communications (VZ) | 0.0 | $6.0k | 98.00 | 61.22 | |
Union Pacific Corporation (UNP) | 0.0 | $6.0k | 31.00 | 193.55 | |
Waste Management (WM) | 0.0 | $6.0k | 50.00 | 120.00 | |
Kroger (KR) | 0.0 | $6.0k | 192.00 | 31.25 | |
Ishares Tr National Mun Etf (MUB) | 0.0 | $6.0k | 50.00 | 120.00 | |
McDonald's Corporation (MCD) | 0.0 | $6.0k | 28.00 | 214.29 | |
0.0 | $6.0k | 115.00 | 52.17 | ||
Schlumberger (SLB) | 0.0 | $6.0k | 260.00 | 23.08 | |
American Airls (AAL) | 0.0 | $5.0k | 311.00 | 16.08 | |
Citigroup Com New (C) | 0.0 | $5.0k | 75.00 | 66.67 | |
Corning Incorporated (GLW) | 0.0 | $5.0k | 125.00 | 40.00 | |
Workiva Com Cl A (WK) | 0.0 | $5.0k | 50.00 | 100.00 | |
Honeywell International (HON) | 0.0 | $5.0k | 23.00 | 217.39 | |
Ishares Tr Aggres Alloc Etf (AOA) | 0.0 | $5.0k | 72.00 | 69.44 | |
Social Capital Hedosopha Hld Shs Cl A | 0.0 | $5.0k | 412.00 | 12.14 | |
Spdr Index Shs Fds Eur Stoxx Smcp | 0.0 | $4.0k | 61.00 | 65.57 | |
Ally Financial (ALLY) | 0.0 | $4.0k | 100.00 | 40.00 | |
Bridgetown Holdings Com Cl A | 0.0 | $4.0k | 227.00 | 17.62 | |
Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.0 | $3.0k | 59.00 | 50.85 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $3.0k | 45.00 | 66.67 | |
Best Buy (BBY) | 0.0 | $3.0k | 35.00 | 85.71 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $3.0k | 23.00 | 130.43 | |
Pepsi (PEP) | 0.0 | $3.0k | 17.00 | 176.47 | |
HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $3.0k | 100.00 | 30.00 | |
Nike CL B (NKE) | 0.0 | $3.0k | 20.00 | 150.00 | |
Ford Motor Company (F) | 0.0 | $3.0k | 344.00 | 8.72 | |
Draftkings Com Cl A | 0.0 | $2.0k | 37.00 | 54.05 | |
Bristol Myers Squibb (BMY) | 0.0 | $2.0k | 26.00 | 76.92 | |
Travelers Companies (TRV) | 0.0 | $2.0k | 16.00 | 125.00 | |
Merck & Co (MRK) | 0.0 | $2.0k | 25.00 | 80.00 | |
Viper Energy Partners Com Unt Rp Int | 0.0 | $2.0k | 200.00 | 10.00 | |
Qell Acquisition Corp Cl A | 0.0 | $2.0k | 160.00 | 12.50 | |
Huntington Bancshares Incorporated (HBAN) | 0.0 | $2.0k | 130.00 | 15.38 | |
Hp (HPQ) | 0.0 | $2.0k | 77.00 | 25.97 | |
Foley Trasimene Acquisition Com Cl A | 0.0 | $2.0k | 126.00 | 15.87 | |
Smith Micro Software Com New (SMSI) | 0.0 | $1.0k | 107.00 | 9.35 | |
Wabtec Corporation (WAB) | 0.0 | $1.0k | 13.00 | 76.92 | |
Gilead Sciences (GILD) | 0.0 | $1.0k | 10.00 | 100.00 | |
Prudential Financial (PRU) | 0.0 | $1.0k | 16.00 | 62.50 | |
PPL Corporation (PPL) | 0.0 | $1.0k | 25.00 | 40.00 | |
MetLife (MET) | 0.0 | $1.0k | 20.00 | 50.00 | |
Ishares Tr Tips Bd Etf (TIP) | 0.0 | $1.0k | 10.00 | 100.00 | |
Abbvie (ABBV) | 0.0 | $1.0k | 10.00 | 100.00 | |
First Tr Mlp & Energy Income (FEI) | 0.0 | $1.0k | 250.00 | 4.00 | |
Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $1.0k | 25.00 | 40.00 | |
Wisdomtree Tr Us Divid Ex Fncl (AIVL) | 0.0 | $999.999700 | 7.00 | 142.86 | |
Ishares Tr Core High Dv Etf (HDV) | 0.0 | $999.999700 | 7.00 | 142.86 | |
Spdr Index Shs Fds S&p Gblinf Etf (GII) | 0.0 | $999.999600 | 12.00 | 83.33 | |
Spdr Ser Tr Portfolio Crport (SPBO) | 0.0 | $999.999000 | 33.00 | 30.30 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $999.997800 | 73.00 | 13.70 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $0 | 2.00 | 0.00 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $0 | 2.00 | 0.00 | |
Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $0 | 4.00 | 0.00 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $0 | 2.00 | 0.00 | |
Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $0 | 1.00 | 0.00 | |
Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $0 | 2.00 | 0.00 | |
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $0 | 1.00 | 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 | 9.00 | 0.00 | |
Ishares Em Mkts Div Etf (DVYE) | 0.0 | $0 | 5.00 | 0.00 | |
Ishares Tr Core Msci Total (IXUS) | 0.0 | $0 | 7.00 | 0.00 | |
Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $0 | 2.00 | 0.00 | |
Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $0 | 5.00 | 0.00 | |
Oncocyte | 0.0 | $0 | 5.00 | 0.00 | |
Canopy Gro | 0.0 | $0 | 20.00 | 0.00 | |
Dxc Technology (DXC) | 0.0 | $0 | 6.00 | 0.00 | |
Brighthouse Finl (BHF) | 0.0 | $0 | 1.00 | 0.00 | |
Perspecta | 0.0 | $0 | 3.00 | 0.00 | |
Agex Therapeutics | 0.0 | $0 | 11.00 | 0.00 | |
Lineage Cell Therapeutics In (LCTX) | 0.0 | $0 | 110.00 | 0.00 | |
Raytheon Technologies Corp (RTX) | 0.0 | $0 | 1.00 | 0.00 | |
Lumos Pharma (LUMO) | 0.0 | $0 | 0 | 0.00 |