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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ASML HOLDING NV

ASML|N07059210

Shares:12

Value:$8.0K

% of Portfolio:0.0% ($8.0K/$311.5M)

APPFOLIO INC

APPF|03783C100

Shares:36

Value:$7.9K

% of Portfolio:0.0% ($7.9K/$311.5M)

CAVA GROUP, INC.

CAVA|148929102

Shares:90

Value:$7.8K

% of Portfolio:0.0% ($7.8K/$311.5M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:70

Value:$7.7K

% of Portfolio:0.0% ($7.7K/$311.5M)

464287150

ITOT|464287150

Shares:63

Value:$7.7K

% of Portfolio:0.0% ($7.7K/$311.5M)

QUALYS, INC.

QLYS|74758T303

Shares:60

Value:$7.6K

% of Portfolio:0.0% ($7.6K/$311.5M)

808524847

SCHH|808524847

Shares:351

Value:$7.5K

% of Portfolio:0.0% ($7.5K/$311.5M)

Veralto Corp

VLTO|92338C103

Shares:77

Value:$7.5K

% of Portfolio:0.0% ($7.5K/$311.5M)

REALTY INCOME CORP

O|756109104

Shares:128

Value:$7.4K

% of Portfolio:0.0% ($7.4K/$311.5M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:42

Value:$7.4K

% of Portfolio:0.0% ($7.4K/$311.5M)

BLACK HILLS CORP /SD/

BKH|092113109

Shares:120

Value:$7.3K

% of Portfolio:0.0% ($7.3K/$311.5M)

Hanesbrands Inc.

HBI|410345102

Shares:1.3K

Value:$7.2K

% of Portfolio:0.0% ($7.2K/$311.5M)

81369Y506

Shares:76

Value:$7.1K

% of Portfolio:0.0% ($7.1K/$311.5M)

NRG ENERGY, INC.

NRG|629377508

Shares:73

Value:$7.0K

% of Portfolio:0.0% ($7.0K/$311.5M)

464287457

Shares:84

Value:$6.9K

% of Portfolio:0.0% ($6.9K/$311.5M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:24

Value:$6.8K

% of Portfolio:0.0% ($6.8K/$311.5M)

SEMPRA

SRE|816851109

Shares:95

Value:$6.8K

% of Portfolio:0.0% ($6.8K/$311.5M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:67

Value:$6.8K

% of Portfolio:0.0% ($6.8K/$311.5M)

97717Y527

Shares:133

Value:$6.7K

% of Portfolio:0.0% ($6.7K/$311.5M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:13

Value:$6.7K

% of Portfolio:0.0% ($6.7K/$311.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ASML HOLDING NV(ASMLcusipN07059210)	12	QoQ +140.00% (+7) YoY +140.00% (+7)	All Managers (Combined)	$8.0K	0.0% ($8.0K/$311.5M)	QoQ +129.49% (+$4.5K) YoY +63.89% (+$3.1K)
APPFOLIO INC(APPFcusip03783C100)	36	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$7.9K	0.0% ($7.9K/$311.5M)	QoQ -10.87% (-$966) YoY -10.88% (-$967)
CAVA GROUP, INC.(CAVAcusip148929102)	90	QoQ NEW(+90) YoY NEW(+90)	All Managers (Combined)	$7.8K	0.0% ($7.8K/$311.5M)	QoQ NEW(+$7.8K) YoY NEW(+$7.8K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	70	QoQ +16.66% (+10) YoY +125.80% (+39)	All Managers (Combined)	$7.7K	0.0% ($7.7K/$311.5M)	QoQ +1.75% (+$133) YoY +67.07% (+$3.1K)
(ITOTcusip464287150)	63	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$7.7K	0.0% ($7.7K/$311.5M)	QoQ -5.13% (-$416) YoY +5.82% (+$423)
QUALYS, INC.(QLYScusip74758T303)	60	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$7.6K	0.0% ($7.6K/$311.5M)	QoQ -10.18% (-$857) YoY -24.53% (-$2.5K)
(SCHHcusip808524847)	351	QoQ 0.00% (+0) YoY NEW(+351)	All Managers (Combined)	$7.5K	0.0% ($7.5K/$311.5M)	QoQ +2.13% (+$158) YoY NEW(+$7.5K)
Veralto Corp(VLTOcusip92338C103)	77	QoQ NEW(+77) YoY NEW(+77)	All Managers (Combined)	$7.5K	0.0% ($7.5K/$311.5M)	QoQ NEW(+$7.5K) YoY NEW(+$7.5K)
REALTY INCOME CORP(Ocusip756109104)	128	QoQ +113.33% (+68) YoY +540.00% (+108)	All Managers (Combined)	$7.4K	0.0% ($7.4K/$311.5M)	QoQ +131.66% (+$4.2K) YoY +586.22% (+$6.3K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	42	QoQ NEW(+42) YoY NEW(+42)	All Managers (Combined)	$7.4K	0.0% ($7.4K/$311.5M)	QoQ NEW(+$7.4K) YoY NEW(+$7.4K)
BLACK HILLS CORP /SD/(BKHcusip092113109)	120	QoQ -33.33% (-60) YoY +100.00% (+60)	All Managers (Combined)	$7.3K	0.0% ($7.3K/$311.5M)	QoQ -30.90% (-$3.3K) YoY +122.16% (+$4.0K)
Hanesbrands Inc.(HBIcusip410345102)	1.3K	QoQ +4.16% (-50) YoY +4.16% (+50)	All Managers (Combined)	$7.2K	0.0% ($7.2K/$311.5M)	QoQ -26.15% (-$2.6K) YoY +3.63% (+$253)
(cusip81369Y506)✕	76	QoQ -65.61% (-145) YoY NEW(+76)	All Managers (Combined)	$7.1K	0.0% ($7.1K/$311.5M)	QoQ -62.48% (-$11.8K) YoY NEW(+$7.1K)
NRG ENERGY, INC.(NRGcusip629377508)	73	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$7.0K	0.0% ($7.0K/$311.5M)	QoQ +5.81% (+$383) YoY +41.04% (+$2.0K)
(cusip464287457)✕	84	QoQ NEW(+84) YoY NEW(+84)	All Managers (Combined)	$6.9K	0.0% ($6.9K/$311.5M)	QoQ NEW(+$6.9K) YoY NEW(+$6.9K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	24	QoQ +140.00% (+14) YoY +166.66% (+15)	All Managers (Combined)	$6.8K	0.0% ($6.8K/$311.5M)	QoQ +172.33% (+$4.3K) YoY +266.93% (+$4.9K)
SEMPRA(SREcusip816851109)	95	QoQ +427.77% (+77) YoY +427.77% (+77)	All Managers (Combined)	$6.8K	0.0% ($6.8K/$311.5M)	QoQ +329.32% (+$5.2K) YoY +424.28% (+$5.5K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	67	QoQ NEW(+67) YoY NEW(+67)	All Managers (Combined)	$6.8K	0.0% ($6.8K/$311.5M)	QoQ NEW(+$6.8K) YoY NEW(+$6.8K)
(cusip97717Y527)✕	133	QoQ NEW(+133) YoY NEW(+133)	All Managers (Combined)	$6.7K	0.0% ($6.7K/$311.5M)	QoQ NEW(+$6.7K) YoY NEW(+$6.7K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	13	QoQ +550.00% (+11) YoY +550.00% (+11)	All Managers (Combined)	$6.7K	0.0% ($6.7K/$311.5M)	QoQ +608.83% (+$5.7K) YoY +595.50% (+$5.7K)