Iron-Horse-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OTLY",
  "ARES",
  "FSV",
  "HLNE",
  "APPF",
  "POOL",
  "CCCS",
  "TROW",
  null,
  "AAL",
  "HUM",
  null,
  "SOBO.TO",
  "MU",
  "FNDF",
  "FNDA",
  null,
  "ACN",
  null,
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  null,
  "ATI",
  null,
  "ALL",
  null,
  "GOOGL",
  "AXP",
  null,
  null,
  null,
  "SCHH",
  null,
  "ASML",
  "T",
  "BLK",
  null,
  "QDEL",
  "CAT",
  "BUD",
  "AVGO",
  "LOW",
  null,
  "AVEM",
  "ABR",
  "ARCC",
  null,
  "BIDU",
  "WRB",
  "BSX",
  "IAC",
  null,
  "SBS",
  null,
  "CCI",
  "COF",
  "DUK",
  "D",
  "EBAY",
  "RGNX",
  "RUM",
  null,
  null,
  "FG",
  null,
  null,
  null,
  "EOG",
  "SNRE",
  null,
  "TDS",
  "EXPD",
  null,
  null,
  null,
  null,
  null,
  "WHF",
  "GD",
  "GILD",
  "GIS",
  "BW",
  "ATLO",
  "HON",
  "HD",
  "HPQ",
  "AZN",
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  "UNP",
  "QCOM",
  "GLPI",
  null,
  "ISRG",
  "HSBC",
  "HLI",
  "ITW",
  "AMAT",
  "RIVN",
  "EMR",
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  "MDV",
  "IVW",
  null,
  "IJH",
  "SMSI",
  null,
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  "RA",
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  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  null,
  "LBTYK",
  "LIN",
  null,
  null,
  null,
  null,
  "MPC",
  null,
  null,
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  "EQIX",
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  "EXC",
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  "GE",
  "GPC",
  null,
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  null,
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  null,
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  null,
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  "ZIM",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "IJR",
  null,
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  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  null,
  null,
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  null,
  "VHT",
  "IRT",
  "DOC",
  null,
  null,
  null,
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  null,
  null,
  "VGSH",
  "PGR",
  "IEMG",
  "HTGC",
  "GBDC",
  "IVV",
  null,
  null,
  null,
  "IYR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "NVDA",
  "GS",
  "INTC",
  "GEHC",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "MKC",
  "MPW",
  "AMGN",
  null,
  "DGX",
  "REGN",
  "FNDX",
  null,
  "ROK",
  null,
  "IEFA",
  "SPGI",
  "RELX",
  null,
  null,
  null,
  "SCHX",
  "SHW",
  "SLB",
  "SRE",
  "O",
  "RIO",
  "RTX",
  "SPDW",
  null,
  null,
  null,
  "SPYG",
  "BP",
  "AMT",
  null,
  null,
  "RSG",
  null,
  null,
  null,
  null,
  null,
  "IBM",
  "SBUX",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TWLO",
  "TRV",
  "TSN",
  "UBER",
  "UL",
  "UTHR",
  "UPS",
  "VNQ",
  "VO",
  "MET",
  "PCH",
  "RCL",
  "VOE",
  "OGE",
  "SITE",
  "SCHW",
  "EWBC",
  null,
  null,
  "VWO",
  "VSS",
  "ACHR",
  null,
  null,
  null,
  "LPX",
  null,
  "VCIT",
  null,
  null,
  null,
  null,
  "TTE",
  null,
  "TSCO",
  "GPRO",
  null,
  "TSM",
  "ETR",
  "VYM",
  "AHR",
  "DD",
  "VRTX",
  null,
  "EA",
  "K",
  "TT",
  "AGCO",
  "VRT",
  "QLYS",
  "RH",
  "MUSA",
  "SFM",
  "HAL",
  "UAA",
  null,
  "TOL",
  "AFL",
  "AXON",
  "AMD",
  "SONY",
  "VFC",
  "AVB",
  null,
  "DRI",
  "DOV",
  "WAB",
  "F",
  "WEC",
  "EQR",
  "WM",
  "IR",
  "NCLH",
  "GIPR",
  "FTRE",
  "PAC",
  null,
  "IFF",
  "EEFT",
  "DNUT",
  null,
  "LSTR",
  "NVO",
  "AMZN",
  "NIO",
  null,
  null,
  "CMS",
  null,
  "IVE",
  "LCID",
  "HCA",
  "PFG",
  "SIRI",
  null,
  "SQM",
  "ESGD",
  null,
  null,
  null,
  "HBAN",
  null,
  "DKNG",
  "VEU",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  null,
  "VNQI",
  "VYMI",
  "VALE",
  "VMI",
  null,
  "VXUS",
  "VOOG",
  "VGLT",
  "VBK",
  "BNDX",
  "BND",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  null,
  "VLTO",
  "VTV",
  "VTRS",
  "V",
  "VICI",
  "WBD",
  "WMT",
  "WBS",
  "WFC",
  "WSM",
  "WING",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  "KLG",
  "WPC",
  "WK",
  "YUMC",
  "YUM",
  null,
  "SOLV",
  null,
  "LNT",
  "OC",
  "FNF",
  "FOXA",
  "MTB",
  "SITM",
  "CNQ",
  null,
  "SCHD",
  null,
  "CHKP",
  "SCHG",
  "SCHF",
  "SCHA",
  "LW",
  "EIX",
  "NSC",
  "LUMN",
  null,
  "NXPI",
  "LH",
  "MFC",
  "NZF",
  "KDP",
  "MKL",
  "MGM",
  null,
  null,
  "SJM",
  "TRMB",
  "PPL",
  "TRP",
  null,
  "TGNA",
  "OTIS",
  "PSX",
  "PLNT",
  "CRM",
  "SWKS",
  "RBLX",
  null,
  null,
  "TDY",
  "SYY",
  "DIA",
  null,
  "DINO",
  "LII",
  null,
  "IXUS",
  "MTUM",
  "HBI",
  "ZION",
  null,
  null,
  "IUSV",
  null,
  "GEV",
  "TRI.TO",
  "DGRO",
  "MCK",
  null,
  "SPYV",
  "EXR",
  "GWW",
  null,
  "ESGU",
  "NTAP",
  "PSA",
  "NUE",
  "NRG",
  "FDX",
  "ADP",
  "BAC",
  null,
  "BMO",
  "BK",
  "BRK-B",
  "BAX",
  "BDX",
  "BKH",
  "BYND",
  "BIO",
  "BA",
  "BAH",
  "OWL",
  "BMY",
  "BTI",
  "BLDR",
  "BAM.TO",
  "BR",
  "CHRW",
  "CM",
  "CDNS",
  "CARR",
  "CCL",
  "CDW",
  "CAVA",
  "CASY",
  "CNP",
  "CC",
  "CVX",
  "CIG",
  "CB",
  "CMG",
  "CSCO",
  "CWAN",
  "C",
  "CLX",
  "CME",
  "KO",
  "CMCSA",
  "CTSH",
  "CAG",
  "COP",
  "STZ",
  "CEG",
  "CPRT",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "CVS",
  "CSX",
  "CFR",
  "DHR",
  "DDOG",
  "DELL",
  "DAR",
  "DE",
  "DAL",
  null,
  "DFAC",
  "RSP",
  null,
  "IJT",
  null,
  "J",
  "ADI",
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  null,
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  "APO",
  "MO",
  "ITOT",
  "URI",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 596
Total Value: 311523301
Accession Number: 0001836270-25-000002
Form Type: 13F-HR
CIK: iron-horse-wealth-management
Manager Name: Iron-Horse-Wealth-Management

Data Enrichment

75% identified

449 identified147 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

596 positions • $311.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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COMCAST CORP

CMCSA|20030N101

Shares:643

Value:$23.7K

% of Portfolio:0.0% ($23.7K/$311.5M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:215

Value:$23.6K

% of Portfolio:0.0% ($23.6K/$311.5M)

ADOBE INC.

ADBE|00724F101

Shares:61

Value:$23.4K

% of Portfolio:0.0% ($23.4K/$311.5M)

464288661

Shares:196

Value:$23.2K

% of Portfolio:0.0% ($23.2K/$311.5M)

TELEPHONE & DATA SYSTEMS INC /DE/

TDS|879433829

Shares:591

Value:$22.9K

% of Portfolio:0.0% ($22.9K/$311.5M)

CLOROX CO /DE/

CLX|189054109

Shares:155

Value:$22.8K

% of Portfolio:0.0% ($22.8K/$311.5M)

82889N640

Shares:900

Value:$22.2K

% of Portfolio:0.0% ($22.2K/$311.5M)

46432F842

IEFA|46432F842

Shares:292

Value:$22.1K

% of Portfolio:0.0% ($22.1K/$311.5M)

808524698

Shares:970

Value:$21.8K

% of Portfolio:0.0% ($21.8K/$311.5M)

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:106

Value:$21.8K

% of Portfolio:0.0% ($21.8K/$311.5M)

921937835

BND|921937835

Shares:295

Value:$21.7K

% of Portfolio:0.0% ($21.7K/$311.5M)

C. H. ROBINSON WORLDWIDE, INC.

CHRW|12541W209

Shares:210

Value:$21.5K

% of Portfolio:0.0% ($21.5K/$311.5M)

808524607

SCHA|808524607

Shares:910

Value:$21.3K

% of Portfolio:0.0% ($21.3K/$311.5M)

316188101

Shares:454

Value:$21.3K

% of Portfolio:0.0% ($21.3K/$311.5M)

46431W598

Shares:410

Value:$21.3K

% of Portfolio:0.0% ($21.3K/$311.5M)

922042775

VEU|922042775

Shares:350

Value:$21.2K

% of Portfolio:0.0% ($21.2K/$311.5M)

PRICE T ROWE GROUP INC

TROW|74144T108

Shares:231

Value:$21.2K

% of Portfolio:0.0% ($21.2K/$311.5M)

HEALTHPEAK PROPERTIES, INC.

DOC|42250P103

Shares:1.0K

Value:$20.2K

% of Portfolio:0.0% ($20.2K/$311.5M)

US BANCORP \DE\

USB|902973304

Shares:478

Value:$20.2K

% of Portfolio:0.0% ($20.2K/$311.5M)

808524706

Shares:727

Value:$20.0K

% of Portfolio:0.0% ($20.0K/$311.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COMCAST CORP(CMCSAcusip20030N101)	643	QoQ -23.81% (-201) YoY +171.30% (+406)	All Managers (Combined)	$23.7K	0.0% ($23.7K/$311.5M)	QoQ -25.08% (-$7.9K) YoY +130.68% (+$13.4K)
EMERSON ELECTRIC CO(EMRcusip291011104)	215	QoQ 0.00% (-0) YoY +72.00% (+90)	All Managers (Combined)	$23.6K	0.0% ($23.6K/$311.5M)	QoQ -11.52% (-$3.1K) YoY +66.26% (+$9.4K)
ADOBE INC.(ADBEcusip00724F101)	61	QoQ +5.17% (-3) YoY +22.00% (-11)	All Managers (Combined)	$23.4K	0.0% ($23.4K/$311.5M)	QoQ -9.29% (-$2.4K) YoY -7.27% (-$1.8K)
(cusip464288661)✕	196	QoQ NEW(+196) YoY NEW(+196)	All Managers (Combined)	$23.2K	0.0% ($23.2K/$311.5M)	QoQ NEW(+$23.2K) YoY NEW(+$23.2K)
TELEPHONE & DATA SYSTEMS INC /DE/(TDScusip879433829)	591	QoQ -42.95% (-445) YoY -52.18% (-645)	All Managers (Combined)	$22.9K	0.0% ($22.9K/$311.5M)	QoQ -35.21% (-$12.4K) YoY +15.62% (-$3.1K)
CLOROX CO /DE/(CLXcusip189054109)	155	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$22.8K	0.0% ($22.8K/$311.5M)	QoQ -9.33% (-$2.4K) YoY -3.82% (-$908)
(cusip82889N640)✕	900	QoQ NEW(+900) YoY NEW(+900)	All Managers (Combined)	$22.2K	0.0% ($22.2K/$311.5M)	QoQ NEW(+$22.2K) YoY NEW(+$22.2K)
(IEFAcusip46432F842)	292	QoQ 0.00% (+0) YoY NEW(+292)	All Managers (Combined)	$22.1K	0.0% ($22.1K/$311.5M)	QoQ +7.64% (+$1.6K) YoY NEW(+$22.1K)
(cusip808524698)✕	970	QoQ 0.00% (+0) YoY NEW(+970)	All Managers (Combined)	$21.8K	0.0% ($21.8K/$311.5M)	QoQ +1.76% (+$378) YoY NEW(+$21.8K)
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	106	QoQ +6.00% (-6) YoY +6.00% (+6)	All Managers (Combined)	$21.8K	0.0% ($21.8K/$311.5M)	QoQ -5.57% (-$1.3K) YoY +56.69% (+$7.9K)
(BNDcusip921937835)	295	QoQ 0.00% (+0) YoY NEW(+295)	All Managers (Combined)	$21.7K	0.0% ($21.7K/$311.5M)	QoQ +2.14% (+$455) YoY NEW(+$21.7K)
C. H. ROBINSON WORLDWIDE, INC.(CHRWcusip12541W209)	210	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$21.5K	0.0% ($21.5K/$311.5M)	QoQ -0.88% (-$193) YoY +34.49% (+$5.5K)
(SCHAcusip808524607)	910	QoQ 0.00% (-0) YoY +264.00% (+660)	All Managers (Combined)	$21.3K	0.0% ($21.3K/$311.5M)	QoQ -9.39% (-$2.2K) YoY +73.20% (+$9.0K)
(cusip316188101)✕	454	QoQ NEW(+454) YoY NEW(+454)	All Managers (Combined)	$21.3K	0.0% ($21.3K/$311.5M)	QoQ NEW(+$21.3K) YoY NEW(+$21.3K)
(cusip46431W598)✕	410	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$21.3K	0.0% ($21.3K/$311.5M)	QoQ +9.06% (+$1.8K) YoY +8.21% (+$1.6K)
(VEUcusip922042775)	350	QoQ 0.00% (+0) YoY NEW(+350)	All Managers (Combined)	$21.2K	0.0% ($21.2K/$311.5M)	QoQ +5.65% (+$1.1K) YoY NEW(+$21.2K)
PRICE T ROWE GROUP INC(TROWcusip74144T108)	231	QoQ -32.25% (-110) YoY +90.90% (+110)	All Managers (Combined)	$21.2K	0.0% ($21.2K/$311.5M)	QoQ -44.96% (-$17.3K) YoY +43.85% (+$6.5K)
HEALTHPEAK PROPERTIES, INC.(DOCcusip42250P103)	1.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$20.2K	0.0% ($20.2K/$311.5M)	QoQ -0.24% (-$50) YoY +7.84% (+$1.5K)
US BANCORP \DE\(USBcusip902973304)	478	QoQ +112.44% (+253) YoY +112.44% (+253)	All Managers (Combined)	$20.2K	0.0% ($20.2K/$311.5M)	QoQ +87.52% (+$9.4K) YoY +100.64% (+$10.1K)
(cusip808524706)✕	727	QoQ 0.00% (+0) YoY NEW(+727)	All Managers (Combined)	$20.0K	0.0% ($20.0K/$311.5M)	QoQ +3.52% (+$683) YoY NEW(+$20.0K)