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,
  "TRN",
  "RA",
  "DIAX",
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  null,
  "LBTYK",
  "LIN",
  null,
  null,
  null,
  null,
  "MPC",
  null,
  null,
  "MMC",
  "SILA",
  "MA",
  "MDT",
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "DOCS",
  "EQIX",
  "EQT",
  "EXC",
  "FIS",
  "GE",
  "GPC",
  null,
  "RHI",
  "HIG",
  "HOLX",
  "HRL",
  null,
  "NVS",
  "OXY",
  "OMC",
  null,
  "ORLY",
  "ADM",
  null,
  "PCAR",
  "ZIM",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "IJR",
  null,
  "KKR",
  "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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33733E302

Shares:90

Value:$20.0K

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

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:109

Value:$19.6K

% of Portfolio:0.0% ($19.6K/$311.5M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:70

Value:$19.1K

% of Portfolio:0.0% ($19.1K/$311.5M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:269

Value:$19.1K

% of Portfolio:0.0% ($19.1K/$311.5M)

92206C771

Shares:409

Value:$18.9K

% of Portfolio:0.0% ($18.9K/$311.5M)

GE Vernova Inc.

GEV|36828A101

Shares:62

Value:$18.9K

% of Portfolio:0.0% ($18.9K/$311.5M)

Chubb Ltd

CB|H1467J104

Shares:62

Value:$18.7K

% of Portfolio:0.0% ($18.7K/$311.5M)

464287721

Shares:133

Value:$18.7K

% of Portfolio:0.0% ($18.7K/$311.5M)

46434G103

IEMG|46434G103

Shares:344

Value:$18.6K

% of Portfolio:0.0% ($18.6K/$311.5M)

UNION PACIFIC CORP

UNP|907818108

Shares:78

Value:$18.4K

% of Portfolio:0.0% ($18.4K/$311.5M)

921946794

VYMI|921946794

Shares:250

Value:$18.4K

% of Portfolio:0.0% ($18.4K/$311.5M)

46137V357

RSP|46137V357

Shares:105

Value:$18.2K

% of Portfolio:0.0% ($18.2K/$311.5M)

47103U845

Shares:349

Value:$17.7K

% of Portfolio:0.0% ($17.7K/$311.5M)

46434V696

Shares:284

Value:$17.7K

% of Portfolio:0.0% ($17.7K/$311.5M)

Ingersoll Rand Inc.

IR|45687V106

Shares:220

Value:$17.6K

% of Portfolio:0.0% ($17.6K/$311.5M)

808524748

Shares:486

Value:$17.6K

% of Portfolio:0.0% ($17.6K/$311.5M)

97717X669

Shares:216

Value:$17.3K

% of Portfolio:0.0% ($17.3K/$311.5M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:274

Value:$16.9K

% of Portfolio:0.0% ($16.9K/$311.5M)

46434V738

Shares:267

Value:$16.1K

% of Portfolio:0.0% ($16.1K/$311.5M)

RTX Corp

RTX|75513E101

Shares:120

Value:$15.9K

% of Portfolio:0.0% ($15.9K/$311.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33733E302)✕	90	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$20.0K	0.0% ($20.0K/$311.5M)	QoQ -8.64% (-$1.9K) YoY +8.32% (+$1.5K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	109	QoQ +395.45% (+87) YoY +220.58% (+75)	All Managers (Combined)	$19.6K	0.0% ($19.6K/$311.5M)	QoQ +374.83% (+$15.5K) YoY +230.69% (+$13.7K)
GENERAL DYNAMICS CORP(GDcusip369550108)	70	QoQ +2.94% (+2) YoY +2.94% (-2)	All Managers (Combined)	$19.1K	0.0% ($19.1K/$311.5M)	QoQ +6.49% (+$1.2K) YoY -0.66% (-$128)
NEXTERA ENERGY INC(NEEcusip65339F101)	269	QoQ +389.09% (+214) YoY +115.20% (+144)	All Managers (Combined)	$19.1K	0.0% ($19.1K/$311.5M)	QoQ +383.61% (+$15.1K) YoY +138.69% (+$11.1K)
(cusip92206C771)✕	409	QoQ 0.00% (+0) YoY NEW(+409)	All Managers (Combined)	$18.9K	0.0% ($18.9K/$311.5M)	QoQ +2.14% (+$397) YoY NEW(+$18.9K)
GE Vernova Inc.(GEVcusip36828A101)	62	QoQ -62.42% (-103) YoY NEW(+62)	All Managers (Combined)	$18.9K	0.0% ($18.9K/$311.5M)	QoQ -65.12% (-$35.3K) YoY NEW(+$18.9K)
Chubb Ltd(CBcusipH1467J104)	62	QoQ +5.08% (+3) YoY +264.70% (+45)	All Managers (Combined)	$18.7K	0.0% ($18.7K/$311.5M)	QoQ +14.85% (+$2.4K) YoY +325.03% (+$14.3K)
(cusip464287721)✕	133	QoQ NEW(+133) YoY NEW(+133)	All Managers (Combined)	$18.7K	0.0% ($18.7K/$311.5M)	QoQ NEW(+$18.7K) YoY NEW(+$18.7K)
(IEMGcusip46434G103)	344	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$18.6K	0.0% ($18.6K/$311.5M)	QoQ +3.35% (+$602) YoY +4.59% (+$816)
UNION PACIFIC CORP(UNPcusip907818108)	78	QoQ +151.61% (+47) YoY +151.61% (+47)	All Managers (Combined)	$18.4K	0.0% ($18.4K/$311.5M)	QoQ +160.67% (+$11.4K) YoY +141.69% (+$10.8K)
(VYMIcusip921946794)	250	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$18.4K	0.0% ($18.4K/$311.5M)	QoQ +8.56% (+$1.5K) YoY +7.11% (+$1.2K)
(RSPcusip46137V357)	105	QoQ +19.31% (+17) YoY +19.31% (+17)	All Managers (Combined)	$18.2K	0.0% ($18.2K/$311.5M)	QoQ +17.95% (+$2.8K) YoY +22.03% (+$3.3K)
(cusip47103U845)✕	349	QoQ NEW(+349) YoY NEW(+349)	All Managers (Combined)	$17.7K	0.0% ($17.7K/$311.5M)	QoQ NEW(+$17.7K) YoY NEW(+$17.7K)
(cusip46434V696)✕	284	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$17.7K	0.0% ($17.7K/$311.5M)	QoQ +1.86% (+$324) YoY -1.69% (-$304)
Ingersoll Rand Inc.(IRcusip45687V106)	220	QoQ NEW(+220) YoY NEW(+220)	All Managers (Combined)	$17.6K	0.0% ($17.6K/$311.5M)	QoQ NEW(+$17.6K) YoY NEW(+$17.6K)
(cusip808524748)✕	486	QoQ 0.00% (+0) YoY NEW(+486)	All Managers (Combined)	$17.6K	0.0% ($17.6K/$311.5M)	QoQ +6.03% (+$1.0K) YoY NEW(+$17.6K)
(cusip97717X669)✕	216	QoQ NEW(+216) YoY NEW(+216)	All Managers (Combined)	$17.3K	0.0% ($17.3K/$311.5M)	QoQ NEW(+$17.3K) YoY NEW(+$17.3K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	274	QoQ +27.44% (+59) YoY +120.96% (+150)	All Managers (Combined)	$16.9K	0.0% ($16.9K/$311.5M)	QoQ +32.84% (+$4.2K) YoY +173.21% (+$10.7K)
(cusip46434V738)✕	267	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$16.1K	0.0% ($16.1K/$311.5M)	QoQ +11.42% (+$1.6K) YoY +3.97% (+$614)
RTX Corp(RTXcusip75513E101)	120	QoQ -67.82% (-253) YoY +62.16% (+46)	All Managers (Combined)	$15.9K	0.0% ($15.9K/$311.5M)	QoQ -63.15% (-$27.2K) YoY +120.24% (+$8.7K)