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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HSBC HOLDINGS PLC

HSBC|404280406

Shares:100

Value:$5.7K

% of Portfolio:0.0% ($5.7K/$311.5M)

CITIGROUP INC

C|172967424

Shares:80

Value:$5.7K

% of Portfolio:0.0% ($5.7K/$311.5M)

NOVO NORDISK A S

NVO|670100205

Shares:80

Value:$5.6K

% of Portfolio:0.0% ($5.6K/$311.5M)

464289859

Shares:72

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$311.5M)

TELEDYNE TECHNOLOGIES INC

TDY|879360105

Shares:11

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$311.5M)

92204A876

Shares:32

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$311.5M)

CANADIAN IMPERIAL BANK OF COMMERCE /CAN/

CM|136069101

Shares:97

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$311.5M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:11

Value:$5.4K

% of Portfolio:0.0% ($5.4K/$311.5M)

British American Tobacco p.l.c.

BTI|110448107

Shares:131

Value:$5.4K

% of Portfolio:0.0% ($5.4K/$311.5M)

Fidelity National Information Services, Inc.

FIS|31620M106

Shares:72

Value:$5.4K

% of Portfolio:0.0% ($5.4K/$311.5M)

46434V621

DGRO|46434V621

Shares:87

Value:$5.4K

% of Portfolio:0.0% ($5.4K/$311.5M)

CCC Intelligent Solutions Holdings Inc.

CCCS|12510Q100

Shares:588

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$311.5M)

464287523

Shares:28

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$311.5M)

COPART INC

CPRT|217204106

Shares:92

Value:$5.2K

% of Portfolio:0.0% ($5.2K/$311.5M)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:104

Value:$5.1K

% of Portfolio:0.0% ($5.1K/$311.5M)

Palo Alto Networks Inc

PANW|697435105

Shares:30

Value:$5.1K

% of Portfolio:0.0% ($5.1K/$311.5M)

233051846

Shares:251

Value:$5.1K

% of Portfolio:0.0% ($5.1K/$311.5M)

AMES NATIONAL CORP

ATLO|031001100

Shares:291

Value:$5.1K

% of Portfolio:0.0% ($5.1K/$311.5M)

464288638

Shares:96

Value:$5.0K

% of Portfolio:0.0% ($5.0K/$311.5M)

TYSON FOODS, INC.

TSN|902494103

Shares:79

Value:$5.0K

% of Portfolio:0.0% ($5.0K/$311.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HSBC HOLDINGS PLC(HSBCcusip404280406)	100	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.7K	0.0% ($5.7K/$311.5M)	QoQ +16.11% (+$797) YoY +45.90% (+$1.8K)
CITIGROUP INC(Ccusip172967424)	80	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.7K	0.0% ($5.7K/$311.5M)	QoQ +0.85% (+$48) YoY +12.25% (+$620)
NOVO NORDISK A S(NVOcusip670100205)	80	QoQ +14.28% (-10) YoY +14.28% (-10)	All Managers (Combined)	$5.6K	0.0% ($5.6K/$311.5M)	QoQ -7.73% (-$466) YoY -38.19% (-$3.4K)
(cusip464289859)✕	72	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$5.5K	0.0% ($5.5K/$311.5M)	QoQ -0.14% (-$8) YoY +4.14% (+$219)
TELEDYNE TECHNOLOGIES INC(TDYcusip879360105)	11	QoQ NEW(+11) YoY NEW(+11)	All Managers (Combined)	$5.5K	0.0% ($5.5K/$311.5M)	QoQ NEW(+$5.5K) YoY NEW(+$5.5K)
(cusip92204A876)✕	32	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.5K	0.0% ($5.5K/$311.5M)	QoQ +4.53% (+$237) YoY +19.78% (+$903)
CANADIAN IMPERIAL BANK OF COMMERCE /CAN/(CMcusip136069101)	97	QoQ NEW(+97) YoY NEW(+97)	All Managers (Combined)	$5.5K	0.0% ($5.5K/$311.5M)	QoQ NEW(+$5.5K) YoY NEW(+$5.5K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	11	QoQ NEW(+11) YoY NEW(+11)	All Managers (Combined)	$5.4K	0.0% ($5.4K/$311.5M)	QoQ NEW(+$5.4K) YoY NEW(+$5.4K)
British American Tobacco p.l.c.(BTIcusip110448107)	131	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.4K	0.0% ($5.4K/$311.5M)	QoQ +13.89% (+$661) YoY +35.61% (+$1.4K)
Fidelity National Information Services, Inc.(FIScusip31620M106)	72	QoQ NEW(+72) YoY NEW(+72)	All Managers (Combined)	$5.4K	0.0% ($5.4K/$311.5M)	QoQ NEW(+$5.4K) YoY NEW(+$5.4K)
(DGROcusip46434V621)	87	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.4K	0.0% ($5.4K/$311.5M)	QoQ +0.71% (+$38) YoY +6.41% (+$324)
CCC Intelligent Solutions Holdings Inc.(CCCScusip12510Q100)	588	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.3K	0.0% ($5.3K/$311.5M)	QoQ -23.01% (-$1.6K) YoY -24.48% (-$1.7K)
(cusip464287523)✕	28	QoQ NEW(+28) YoY NEW(+28)	All Managers (Combined)	$5.3K	0.0% ($5.3K/$311.5M)	QoQ NEW(+$5.3K) YoY NEW(+$5.3K)
COPART INC(CPRTcusip217204106)	92	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.2K	0.0% ($5.2K/$311.5M)	QoQ -1.40% (-$74) YoY -2.30% (-$123)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	104	QoQ +50.72% (+35) YoY +550.00% (+88)	All Managers (Combined)	$5.1K	0.0% ($5.1K/$311.5M)	QoQ +50.88% (+$1.7K) YoY +408.03% (+$4.1K)
Palo Alto Networks Inc(PANWcusip697435105)	30	QoQ NEW(+30) YoY NEW(+30)	All Managers (Combined)	$5.1K	0.0% ($5.1K/$311.5M)	QoQ NEW(+$5.1K) YoY NEW(+$5.1K)
(cusip233051846)✕	251	QoQ 0.00% (+0) YoY NEW(+251)	All Managers (Combined)	$5.1K	0.0% ($5.1K/$311.5M)	QoQ +2.67% (+$133) YoY NEW(+$5.1K)
AMES NATIONAL CORP(ATLOcusip031001100)	291	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$5.1K	0.0% ($5.1K/$311.5M)	QoQ +6.63% (+$317) YoY -13.18% (-$774)
(cusip464288638)✕	96	QoQ NEW(+96) YoY NEW(+96)	All Managers (Combined)	$5.0K	0.0% ($5.0K/$311.5M)	QoQ NEW(+$5.0K) YoY NEW(+$5.0K)
TYSON FOODS, INC.(TSNcusip902494103)	79	QoQ +43.63% (+24) YoY +43.63% (+24)	All Managers (Combined)	$5.0K	0.0% ($5.0K/$311.5M)	QoQ +59.57% (+$1.9K) YoY +56.06% (+$1.8K)