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",
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  "ABBV",
  "ADBE",
  "APD",
  null,
  "ATI",
  null,
  "ALL",
  null,
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  null,
  null,
  null,
  "SCHH",
  null,
  "ASML",
  "T",
  "BLK",
  null,
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  "CAT",
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  "LOW",
  null,
  "AVEM",
  "ABR",
  "ARCC",
  null,
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  "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,
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  "SMSI",
  null,
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  "RA",
  "DIAX",
  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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  "FIS",
  "GE",
  "GPC",
  null,
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  null,
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  null,
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  "ADM",
  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,
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  "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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12685JAG0

Shares:—

Value:$15.8K

% of Portfolio:0.0% ($15.8K/$311.5M)

Constellation Energy Corp

CEG|21037T109

Shares:78

Value:$15.7K

% of Portfolio:0.0% ($15.7K/$311.5M)

Yum China Holdings, Inc.

YUMC|98850P109

Shares:302

Value:$15.7K

% of Portfolio:0.0% ($15.7K/$311.5M)

HOULIHAN LOKEY, INC.

HLI|441593100

Shares:96

Value:$15.5K

% of Portfolio:0.0% ($15.5K/$311.5M)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:58

Value:$15.3K

% of Portfolio:0.0% ($15.3K/$311.5M)

33734X143

Shares:146

Value:$15.1K

% of Portfolio:0.0% ($15.1K/$311.5M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:43

Value:$15.0K

% of Portfolio:0.0% ($15.0K/$311.5M)

46137V720

Shares:307

Value:$14.9K

% of Portfolio:0.0% ($14.9K/$311.5M)

316092527

Shares:370

Value:$14.5K

% of Portfolio:0.0% ($14.5K/$311.5M)

315948109

Shares:200

Value:$14.4K

% of Portfolio:0.0% ($14.4K/$311.5M)

NIKE, Inc.

NKE|654106103

Shares:226

Value:$14.3K

% of Portfolio:0.0% ($14.3K/$311.5M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:348

Value:$14.3K

% of Portfolio:0.0% ($14.3K/$311.5M)

BECTON DICKINSON & CO

BDX|075887109

Shares:60

Value:$13.7K

% of Portfolio:0.0% ($13.7K/$311.5M)

464287762

Shares:225

Value:$13.7K

% of Portfolio:0.0% ($13.7K/$311.5M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:207

Value:$13.5K

% of Portfolio:0.0% ($13.5K/$311.5M)

LINDE PLC

LIN|G54950103

Shares:29

Value:$13.5K

% of Portfolio:0.0% ($13.5K/$311.5M)

GENUINE PARTS CO

GPC|372460105

Shares:113

Value:$13.5K

% of Portfolio:0.0% ($13.5K/$311.5M)

78468R622

Shares:140

Value:$13.3K

% of Portfolio:0.0% ($13.3K/$311.5M)

EXELON CORP

EXC|30161N101

Shares:282

Value:$13.0K

% of Portfolio:0.0% ($13.0K/$311.5M)

Medtronic plc

MDT|G5960L103

Shares:143

Value:$12.8K

% of Portfolio:0.0% ($12.8K/$311.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip12685JAG0)✕	—	QoQ - YoY -	All Managers (Combined)	$15.8K	0.0% ($15.8K/$311.5M)	QoQ -4.60% (-$763) YoY +5.66% (+$848)
Constellation Energy Corp(CEGcusip21037T109)	78	QoQ +4.00% (-3) YoY +4.00% (+3)	All Managers (Combined)	$15.7K	0.0% ($15.7K/$311.5M)	QoQ -6.26% (-$1.1K) YoY +13.43% (+$1.9K)
Yum China Holdings, Inc.(YUMCcusip98850P109)	302	QoQ +0.33% (+1) YoY +1061.53% (+276)	All Managers (Combined)	$15.7K	0.0% ($15.7K/$311.5M)	QoQ +8.51% (+$1.2K) YoY +1418.26% (+$14.7K)
HOULIHAN LOKEY, INC.(HLIcusip441593100)	96	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$15.5K	0.0% ($15.5K/$311.5M)	QoQ -7.00% (-$1.2K) YoY +25.98% (+$3.2K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	58	QoQ NEW(+58) YoY NEW(+58)	All Managers (Combined)	$15.3K	0.0% ($15.3K/$311.5M)	QoQ NEW(+$15.3K) YoY NEW(+$15.3K)
(cusip33734X143)✕	146	QoQ NEW(+146) YoY NEW(+146)	All Managers (Combined)	$15.1K	0.0% ($15.1K/$311.5M)	QoQ NEW(+$15.1K) YoY NEW(+$15.1K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	43	QoQ +53.57% (+15) YoY +53.57% (+15)	All Managers (Combined)	$15.0K	0.0% ($15.0K/$311.5M)	QoQ +57.75% (+$5.5K) YoY +54.39% (+$5.3K)
(cusip46137V720)✕	307	QoQ NEW(+307) YoY NEW(+307)	All Managers (Combined)	$14.9K	0.0% ($14.9K/$311.5M)	QoQ NEW(+$14.9K) YoY NEW(+$14.9K)
(cusip316092527)✕	370	QoQ NEW(+370) YoY NEW(+370)	All Managers (Combined)	$14.5K	0.0% ($14.5K/$311.5M)	QoQ NEW(+$14.5K) YoY NEW(+$14.5K)
(cusip315948109)✕	200	QoQ +100.00% (+100) YoY NEW(+200)	All Managers (Combined)	$14.4K	0.0% ($14.4K/$311.5M)	QoQ +76.44% (+$6.2K) YoY NEW(+$14.4K)
NIKE, Inc.(NKEcusip654106103)	226	QoQ -11.71% (-30) YoY -11.71% (-30)	All Managers (Combined)	$14.3K	0.0% ($14.3K/$311.5M)	QoQ -25.94% (-$5.0K) YoY -40.37% (-$9.7K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	348	QoQ +56.75% (+126) YoY +56.75% (+126)	All Managers (Combined)	$14.3K	0.0% ($14.3K/$311.5M)	QoQ +48.70% (+$4.7K) YoY +65.47% (+$5.7K)
BECTON DICKINSON & CO(BDXcusip075887109)	60	QoQ -33.33% (-30) YoY +57.89% (+22)	All Managers (Combined)	$13.7K	0.0% ($13.7K/$311.5M)	QoQ -32.68% (-$6.7K) YoY +46.16% (+$4.3K)
(cusip464287762)✕	225	QoQ NEW(+225) YoY NEW(+225)	All Managers (Combined)	$13.7K	0.0% ($13.7K/$311.5M)	QoQ NEW(+$13.7K) YoY NEW(+$13.7K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	207	QoQ -5.47% (-12) YoY -15.16% (-37)	All Managers (Combined)	$13.5K	0.0% ($13.5K/$311.5M)	QoQ -27.73% (-$5.2K) YoY -17.36% (-$2.8K)
LINDE PLC(LINcusipG54950103)	29	QoQ -3.33% (-1) YoY +383.33% (+23)	All Managers (Combined)	$13.5K	0.0% ($13.5K/$311.5M)	QoQ +7.51% (-$944) YoY +384.70% (+$10.7K)
GENUINE PARTS CO(GPCcusip372460105)	113	QoQ +50.66% (+38) YoY +352.00% (+88)	All Managers (Combined)	$13.5K	0.0% ($13.5K/$311.5M)	QoQ +53.73% (+$4.7K) YoY +247.61% (+$9.6K)
(cusip78468R622)✕	140	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$13.3K	0.0% ($13.3K/$311.5M)	QoQ -0.17% (-$24) YoY +0.10% (+$14)
EXELON CORP(EXCcusip30161N101)	282	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$13.0K	0.0% ($13.0K/$311.5M)	QoQ +22.43% (+$2.4K) YoY +22.65% (+$2.4K)
Medtronic plc(MDTcusipG5960L103)	143	QoQ -0.69% (-1) YoY -0.69% (-1)	All Managers (Combined)	$12.8K	0.0% ($12.8K/$311.5M)	QoQ +11.70% (-$1.3K) YoY +2.39% (-$300)