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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464287614

IWF|464287614

Shares:30

Value:$10.8K

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

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:22

Value:$10.7K

% of Portfolio:0.0% ($10.7K/$311.5M)

278768AB2

Shares:—

Value:$10.6K

% of Portfolio:0.0% ($10.6K/$311.5M)

FEDEX CORP

FDX|31428X106

Shares:43

Value:$10.5K

% of Portfolio:0.0% ($10.5K/$311.5M)

Builders FirstSource, Inc.

BLDR|12008R107

Shares:83

Value:$10.4K

% of Portfolio:0.0% ($10.4K/$311.5M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:91

Value:$10.2K

% of Portfolio:0.0% ($10.2K/$311.5M)

WhiteHorse Finance, Inc.

WHF|96524V106

Shares:1.1K

Value:$10.2K

% of Portfolio:0.0% ($10.2K/$311.5M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:41

Value:$10.2K

% of Portfolio:0.0% ($10.2K/$311.5M)

Wingstop Inc.

WING|974155103

Shares:45

Value:$10.2K

% of Portfolio:0.0% ($10.2K/$311.5M)

808524854

Shares:408

Value:$10.1K

% of Portfolio:0.0% ($10.1K/$311.5M)

QUALCOMM INC/DE

QCOM|747525103

Shares:66

Value:$10.1K

% of Portfolio:0.0% ($10.1K/$311.5M)

Phillips 66

PSX|718546104

Shares:82

Value:$10.1K

% of Portfolio:0.0% ($10.1K/$311.5M)

81369Y407

Shares:51

Value:$10.1K

% of Portfolio:0.0% ($10.1K/$311.5M)

46434V407

Shares:236

Value:$10.0K

% of Portfolio:0.0% ($10.0K/$311.5M)

46434G863

Shares:286

Value:$10.0K

% of Portfolio:0.0% ($10.0K/$311.5M)

464285204

Shares:169

Value:$10.0K

% of Portfolio:0.0% ($10.0K/$311.5M)

464288588

Shares:104

Value:$9.8K

% of Portfolio:0.0% ($9.8K/$311.5M)

464288646

Shares:184

Value:$9.6K

% of Portfolio:0.0% ($9.6K/$311.5M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:157

Value:$9.6K

% of Portfolio:0.0% ($9.6K/$311.5M)

464288521

Shares:166

Value:$9.6K

% of Portfolio:0.0% ($9.6K/$311.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWFcusip464287614)	30	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$10.8K	0.0% ($10.8K/$311.5M)	QoQ -10.07% (-$1.2K) YoY +7.13% (+$721)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	22	QoQ +4.76% (+1) YoY +100.00% (+11)	All Managers (Combined)	$10.7K	0.0% ($10.7K/$311.5M)	QoQ +26.12% (+$2.2K) YoY +131.97% (+$6.1K)
(cusip278768AB2)✕	—	QoQ - YoY NEW	All Managers (Combined)	$10.6K	0.0% ($10.6K/$311.5M)	QoQ +3.88% (+$397) YoY NEW(+$10.6K)
FEDEX CORP(FDXcusip31428X106)	43	QoQ +86.95% (+20) YoY +86.95% (+20)	All Managers (Combined)	$10.5K	0.0% ($10.5K/$311.5M)	QoQ +61.99% (+$4.0K) YoY +57.30% (+$3.8K)
Builders FirstSource, Inc.(BLDRcusip12008R107)	83	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$10.4K	0.0% ($10.4K/$311.5M)	QoQ -12.58% (-$1.5K) YoY -40.09% (-$6.9K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	91	QoQ 0.00% (+0) YoY -9.90% (-10)	All Managers (Combined)	$10.2K	0.0% ($10.2K/$311.5M)	QoQ +21.30% (+$1.8K) YoY +37.83% (-$2.8K)
WhiteHorse Finance, Inc.(WHFcusip96524V106)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$10.2K	0.0% ($10.2K/$311.5M)	QoQ NEW(+$10.2K) YoY NEW(+$10.2K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	41	QoQ +13.88% (+5) YoY +127.77% (+23)	All Managers (Combined)	$10.2K	0.0% ($10.2K/$311.5M)	QoQ +11.39% (+$1.0K) YoY +110.51% (+$5.3K)
Wingstop Inc.(WINGcusip974155103)	45	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$10.2K	0.0% ($10.2K/$311.5M)	QoQ -20.62% (-$2.6K) YoY -38.43% (-$6.3K)
(cusip808524854)✕	408	QoQ 0.00% (+0) YoY NEW(+408)	All Managers (Combined)	$10.1K	0.0% ($10.1K/$311.5M)	QoQ +2.35% (+$233) YoY NEW(+$10.1K)
QUALCOMM INC/DE(QCOMcusip747525103)	66	QoQ +43.47% (+20) YoY +43.47% (+20)	All Managers (Combined)	$10.1K	0.0% ($10.1K/$311.5M)	QoQ +43.45% (+$3.1K) YoY +30.17% (+$2.4K)
Phillips 66(PSXcusip718546104)	82	QoQ +310.00% (+62) YoY +310.00% (+62)	All Managers (Combined)	$10.1K	0.0% ($10.1K/$311.5M)	QoQ +343.68% (+$7.8K) YoY +209.91% (+$6.9K)
(cusip81369Y407)✕	51	QoQ 0.00% (-0) YoY NEW(+51)	All Managers (Combined)	$10.1K	0.0% ($10.1K/$311.5M)	QoQ -11.75% (-$1.3K) YoY NEW(+$10.1K)
(cusip46434V407)✕	236	QoQ +30.38% (+55) YoY +30.38% (+55)	All Managers (Combined)	$10.0K	0.0% ($10.0K/$311.5M)	QoQ +30.12% (+$2.3K) YoY +30.29% (+$2.3K)
(cusip46434G863)✕	286	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$10.0K	0.0% ($10.0K/$311.5M)	QoQ +4.67% (+$446) YoY +8.44% (+$778)
(cusip464285204)✕	169	QoQ 0.00% (+0) YoY NEW(+169)	All Managers (Combined)	$10.0K	0.0% ($10.0K/$311.5M)	QoQ +19.08% (+$1.6K) YoY NEW(+$10.0K)
(cusip464288588)✕	104	QoQ +940.00% (+94) YoY +940.00% (+94)	All Managers (Combined)	$9.8K	0.0% ($9.8K/$311.5M)	QoQ +934.14% (+$8.8K) YoY +926.54% (+$8.8K)
(cusip464288646)✕	184	QoQ NEW(+184) YoY NEW(+184)	All Managers (Combined)	$9.6K	0.0% ($9.6K/$311.5M)	QoQ NEW(+$9.6K) YoY NEW(+$9.6K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	157	QoQ 0.00% (+0) YoY +38.93% (+44)	All Managers (Combined)	$9.6K	0.0% ($9.6K/$311.5M)	QoQ +7.82% (+$695) YoY +56.25% (+$3.4K)
(cusip464288521)✕	166	QoQ -6.74% (-12) YoY -12.16% (-23)	All Managers (Combined)	$9.6K	0.0% ($9.6K/$311.5M)	QoQ -6.26% (-$639) YoY -5.95% (-$606)