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,
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  "ABBV",
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  "APD",
  null,
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  null,
  "ALL",
  null,
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  null,
  null,
  null,
  "SCHH",
  null,
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  "T",
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  null,
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  null,
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  "ABR",
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  null,
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  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,
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  "HSBC",
  "HLI",
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  "AMAT",
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  "META",
  null,
  null,
  null,
  null,
  "MDV",
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  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  null,
  "LBTYK",
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  null,
  null,
  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  "IJR",
  null,
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  "KR",
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  "OKE",
  null,
  null,
  "PAYX",
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  null,
  null,
  null,
  null,
  "VHT",
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  "DOC",
  null,
  null,
  null,
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  null,
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  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,
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  "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,
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  "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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CORNING INC /NY

GLW|219350105

Shares:276

Value:$12.7K

% of Portfolio:0.0% ($12.7K/$311.5M)

Hamilton Lane INC

HLNE|407497106

Shares:85

Value:$12.6K

% of Portfolio:0.0% ($12.6K/$311.5M)

78464A367

Shares:559

Value:$12.6K

% of Portfolio:0.0% ($12.6K/$311.5M)

ANALOG DEVICES INC

ADI|032654105

Shares:62

Value:$12.5K

% of Portfolio:0.0% ($12.5K/$311.5M)

SYSCO CORP

SYY|871829107

Shares:165

Value:$12.4K

% of Portfolio:0.0% ($12.4K/$311.5M)

ELECTRONIC ARTS INC.

EA|285512109

Shares:85

Value:$12.3K

% of Portfolio:0.0% ($12.3K/$311.5M)

808524888

Shares:331

Value:$11.9K

% of Portfolio:0.0% ($11.9K/$311.5M)

69374H881

Shares:216

Value:$11.8K

% of Portfolio:0.0% ($11.8K/$311.5M)

GENERAL MILLS INC

GIS|370334104

Shares:197

Value:$11.8K

% of Portfolio:0.0% ($11.8K/$311.5M)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:45

Value:$11.6K

% of Portfolio:0.0% ($11.6K/$311.5M)

Prologis, Inc.

PLD|74340W103

Shares:104

Value:$11.6K

% of Portfolio:0.0% ($11.6K/$311.5M)

CHECK POINT SOFTWARE TECHNOLOGIES LTD

CHKP|M22465104

Shares:51

Value:$11.6K

% of Portfolio:0.0% ($11.6K/$311.5M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:50

Value:$11.6K

% of Portfolio:0.0% ($11.6K/$311.5M)

Parker-Hannifin Corp

PH|701094104

Shares:19

Value:$11.5K

% of Portfolio:0.0% ($11.5K/$311.5M)

92206C847

VGLT|92206C847

Shares:200

Value:$11.5K

% of Portfolio:0.0% ($11.5K/$311.5M)

BP PLC

BP|055622104

Shares:336

Value:$11.4K

% of Portfolio:0.0% ($11.4K/$311.5M)

55303JAB2

Shares:—

Value:$11.2K

% of Portfolio:0.0% ($11.2K/$311.5M)

33739Q408

Shares:183

Value:$11.0K

% of Portfolio:0.0% ($11.0K/$311.5M)

Accenture plc

ACN|G1151C101

Shares:35

Value:$10.9K

% of Portfolio:0.0% ($10.9K/$311.5M)

74255Y870

Shares:191

Value:$10.8K

% of Portfolio:0.0% ($10.8K/$311.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CORNING INC /NY(GLWcusip219350105)	276	QoQ +120.80% (+151) YoY +120.80% (+151)	All Managers (Combined)	$12.7K	0.0% ($12.7K/$311.5M)	QoQ +113.01% (+$6.7K) YoY +207.11% (+$8.5K)
Hamilton Lane INC(HLNEcusip407497106)	85	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$12.6K	0.0% ($12.6K/$311.5M)	QoQ +0.42% (+$53) YoY +31.84% (+$3.1K)
(cusip78464A367)✕	559	QoQ +1.82% (+10) YoY +8.12% (+42)	All Managers (Combined)	$12.6K	0.0% ($12.6K/$311.5M)	QoQ +3.38% (+$413) YoY +5.01% (+$602)
ANALOG DEVICES INC(ADIcusip032654105)	62	QoQ +416.66% (+50) YoY +416.66% (+50)	All Managers (Combined)	$12.5K	0.0% ($12.5K/$311.5M)	QoQ +390.35% (+$10.0K) YoY +426.92% (+$10.1K)
SYSCO CORP(SYYcusip871829107)	165	QoQ 0.00% (-0) YoY +200.00% (+110)	All Managers (Combined)	$12.4K	0.0% ($12.4K/$311.5M)	QoQ -1.85% (-$234) YoY +177.31% (+$7.9K)
ELECTRONIC ARTS INC.(EAcusip285512109)	85	QoQ +77.08% (+37) YoY +77.08% (+37)	All Managers (Combined)	$12.3K	0.0% ($12.3K/$311.5M)	QoQ +74.93% (+$5.3K) YoY +92.90% (+$5.9K)
(cusip808524888)✕	331	QoQ 0.00% (+0) YoY NEW(+331)	All Managers (Combined)	$11.9K	0.0% ($11.9K/$311.5M)	QoQ +4.51% (+$513) YoY NEW(+$11.9K)
(cusip69374H881)✕	216	QoQ NEW(+216) YoY NEW(+216)	All Managers (Combined)	$11.8K	0.0% ($11.8K/$311.5M)	QoQ NEW(+$11.8K) YoY NEW(+$11.8K)
GENERAL MILLS INC(GIScusip370334104)	197	QoQ 0.00% (-0) YoY +126.43% (+110)	All Managers (Combined)	$11.8K	0.0% ($11.8K/$311.5M)	QoQ -6.24% (-$784) YoY +93.51% (+$5.7K)
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	45	QoQ 0.00% (-0) YoY +200.00% (+30)	All Managers (Combined)	$11.6K	0.0% ($11.6K/$311.5M)	QoQ -9.59% (-$1.2K) YoY +166.06% (+$7.3K)
Prologis, Inc.(PLDcusip74340W103)	104	QoQ NEW(+104) YoY NEW(+104)	All Managers (Combined)	$11.6K	0.0% ($11.6K/$311.5M)	QoQ NEW(+$11.6K) YoY NEW(+$11.6K)
CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKPcusipM22465104)	51	QoQ -78.75% (-189) YoY 0.00% (+0)	All Managers (Combined)	$11.6K	0.0% ($11.6K/$311.5M)	QoQ -74.10% (-$33.3K) YoY +38.95% (+$3.3K)
WASTE MANAGEMENT INC(WMcusip94106L109)	50	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$11.6K	0.0% ($11.6K/$311.5M)	QoQ +14.72% (+$1.5K) YoY +8.61% (+$918)
Parker-Hannifin Corp(PHcusip701094104)	19	QoQ -9.52% (-2) YoY NEW(+19)	All Managers (Combined)	$11.5K	0.0% ($11.5K/$311.5M)	QoQ -13.53% (-$1.8K) YoY NEW(+$11.5K)
(VGLTcusip92206C847)	200	QoQ NEW(+200) YoY -63.63% (-350)	All Managers (Combined)	$11.5K	0.0% ($11.5K/$311.5M)	QoQ NEW(+$11.5K) YoY -64.63% (-$21.1K)
BP PLC(BPcusip055622104)	336	QoQ -2.04% (-7) YoY -2.04% (-7)	All Managers (Combined)	$11.4K	0.0% ($11.4K/$311.5M)	QoQ +11.97% (-$1.2K) YoY -12.15% (-$1.6K)
(cusip55303JAB2)✕	—	QoQ - YoY -	All Managers (Combined)	$11.2K	0.0% ($11.2K/$311.5M)	QoQ +1.06% (+$118) YoY -13.51% (-$1.7K)
(cusip33739Q408)✕	183	QoQ NEW(+183) YoY NEW(+183)	All Managers (Combined)	$11.0K	0.0% ($11.0K/$311.5M)	QoQ NEW(+$11.0K) YoY NEW(+$11.0K)
Accenture plc(ACNcusipG1151C101)	35	QoQ 0.00% (-0) YoY +400.00% (+28)	All Managers (Combined)	$10.9K	0.0% ($10.9K/$311.5M)	QoQ -11.30% (-$1.4K) YoY +350.16% (+$8.5K)
(cusip74255Y870)✕	191	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$10.8K	0.0% ($10.8K/$311.5M)	QoQ -5.41% (-$621) YoY +10.55% (+$1.0K)