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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Iron-Horse-Wealth-Management
Data Enrichment
75% identified449 identified147 unidentified
Holdings
596 positions • $311.5M total value
Manager:
Search and click to pin securities to the top
Page 17 of 30
464286509
Shares:157
Value:$6.4K
% of Portfolio:0.0% ($6.4K/$311.5M)
Shares:15
Value:$6.3K
% of Portfolio:0.0% ($6.3K/$311.5M)
78468R853
Shares:154
Value:$6.3K
% of Portfolio:0.0% ($6.3K/$311.5M)
78467V400
Shares:133
Value:$6.0K
% of Portfolio:0.0% ($6.0K/$311.5M)
067901108
Shares:300
Value:$5.8K
% of Portfolio:0.0% ($5.8K/$311.5M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
60 | All Managers (Combined) | $6.4K | 0.0% ($6.4K/$311.5M) | |||
(cusip464286509)✕ | 157 | All Managers (Combined) | $6.4K | 0.0% ($6.4K/$311.5M) | ||
FORD MOTOR CO(Fcusip345370860) | 635 | All Managers (Combined) | $6.4K | 0.0% ($6.4K/$311.5M) | ||
PAYCHEX INC(PAYXcusip704326107) | 41 | QoQ +57.69% (+15)YoY +57.69% (+15) | All Managers (Combined) | $6.3K | 0.0% ($6.3K/$311.5M) | |
15 | QoQ -70.58% (-36)YoY NEW(+15) | All Managers (Combined) | $6.3K | 0.0% ($6.3K/$311.5M) | YoY NEW(+$6.3K) | |
(cusip78468R853)✕ | 154 | QoQ -5.52% (-9)YoY -6.66% (-11) | All Managers (Combined) | $6.3K | 0.0% ($6.3K/$311.5M) | |
144 | All Managers (Combined) | $6.3K | 0.0% ($6.3K/$311.5M) | |||
TWILIO INC(TWLOcusip90138F102) | 64 | All Managers (Combined) | $6.3K | 0.0% ($6.3K/$311.5M) | ||
Eaton Corp plc(ETNcusipG29183103) | 23 | QoQ NEW(+23) YoY NEW(+23) | All Managers (Combined) | $6.3K | 0.0% ($6.3K/$311.5M) | QoQ NEW(+$6.3K) YoY NEW(+$6.3K) |
INTUIT INC.(INTUcusip461202103) | 10 | QoQ NEW(+10) YoY NEW(+10) | All Managers (Combined) | $6.1K | 0.0% ($6.1K/$311.5M) | QoQ NEW(+$6.1K) YoY NEW(+$6.1K) |
37 | All Managers (Combined) | $6.1K | 0.0% ($6.1K/$311.5M) | YoY +0.08% (+$5) | ||
169 | All Managers (Combined) | $6.1K | 0.0% ($6.1K/$311.5M) | |||
26 | QoQ 0.00% (+0)YoY NEW(+26) | All Managers (Combined) | $6.1K | 0.0% ($6.1K/$311.5M) | QoQ +1.49% (+$89)YoY NEW(+$6.1K) | |
Duke Energy CORP(DUKcusip26441C204) | 49 | QoQ NEW(+49) YoY NEW(+49) | All Managers (Combined) | $6.0K | 0.0% ($6.0K/$311.5M) | QoQ NEW(+$6.0K) YoY NEW(+$6.0K) |
(cusip78467V400)✕ | 133 | QoQ NEW(+133) YoY NEW(+133) | All Managers (Combined) | $6.0K | 0.0% ($6.0K/$311.5M) | QoQ NEW(+$6.0K) YoY NEW(+$6.0K) |
83 | QoQ NEW(+83) YoY NEW(+83) | All Managers (Combined) | $5.9K | 0.0% ($5.9K/$311.5M) | QoQ NEW(+$5.9K) YoY NEW(+$5.9K) | |
(cusip067901108)✕ | 300 | QoQ NEW(+300) YoY NEW(+300) | All Managers (Combined) | $5.8K | 0.0% ($5.8K/$311.5M) | QoQ NEW(+$5.8K) YoY NEW(+$5.8K) |
40 | All Managers (Combined) | $5.8K | 0.0% ($5.8K/$311.5M) | |||
INTEL CORP(INTCcusip458140100) | 255 | All Managers (Combined) | $5.8K | 0.0% ($5.8K/$311.5M) | ||
50 | All Managers (Combined) | $5.8K | 0.0% ($5.8K/$311.5M) | QoQ +0.97% (+$56)YoY -1.06% (-$62) |