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:

Search and click to pin securities to the top

Page 2 of 30

Sort by:

922908363

VOO|922908363

Shares:1.9K

Value:$959.0K

% of Portfolio:0.3% ($959.0K/$311.5M)

LENNOX INTERNATIONAL INC

LII|526107107

Shares:1.6K

Value:$894.5K

% of Portfolio:0.3% ($894.5K/$311.5M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:9.9K

Value:$708.5K

% of Portfolio:0.2% ($708.5K/$311.5M)

78464A409

SPYG|78464A409

Shares:8.1K

Value:$649.8K

% of Portfolio:0.2% ($649.8K/$311.5M)

37954Y475

Shares:15.7K

Value:$619.8K

% of Portfolio:0.2% ($619.8K/$311.5M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.1K

Value:$592.4K

% of Portfolio:0.2% ($592.4K/$311.5M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:3.4K

Value:$563.2K

% of Portfolio:0.2% ($563.2K/$311.5M)

464287200

IVV|464287200

Shares:1.0K

Value:$562.5K

% of Portfolio:0.2% ($562.5K/$311.5M)

922908736

VUG|922908736

Shares:1.3K

Value:$489.1K

% of Portfolio:0.2% ($489.1K/$311.5M)

ALLIANT ENERGY CORP

LNT|018802108

Shares:7.4K

Value:$475.9K

% of Portfolio:0.2% ($475.9K/$311.5M)

MICROSOFT CORP

MSFT|594918104

Shares:1.1K

Value:$396.8K

% of Portfolio:0.1% ($396.8K/$311.5M)

COCA COLA CO

KO|191216100

Shares:5.2K

Value:$374.5K

% of Portfolio:0.1% ($374.5K/$311.5M)

46435G672

Shares:7.3K

Value:$365.9K

% of Portfolio:0.1% ($365.9K/$311.5M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.9K

Value:$319.3K

% of Portfolio:0.1% ($319.3K/$311.5M)

78468R788

Shares:7.1K

Value:$315.5K

% of Portfolio:0.1% ($315.5K/$311.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.3K

Value:$310.4K

% of Portfolio:0.1% ($310.4K/$311.5M)

PRINCIPAL FINANCIAL GROUP INC

PFG|74251V102

Shares:3.5K

Value:$292.7K

% of Portfolio:0.1% ($292.7K/$311.5M)

DEERE & CO

DE|244199105

Shares:616

Value:$289.3K

% of Portfolio:0.1% ($289.3K/$311.5M)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.4K

Value:$282.8K

% of Portfolio:0.1% ($282.8K/$311.5M)

922908744

VTV|922908744

Shares:1.6K

Value:$271.7K

% of Portfolio:0.1% ($271.7K/$311.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	1.9K	QoQ +1.08% (-20) YoY +54.85% (+661)	All Managers (Combined)	$959.0K	0.3% ($959.0K/$311.5M)	QoQ -3.58% (-$35.7K) YoY +65.55% (+$379.7K)
LENNOX INTERNATIONAL INC(LIIcusip526107107)	1.6K	QoQ -0.62% (-10) YoY +198.13% (+1.1K)	All Managers (Combined)	$894.5K	0.3% ($894.5K/$311.5M)	QoQ -8.52% (-$83.4K) YoY +242.09% (+$633.0K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	9.9K	QoQ +0.52% (+52) YoY +0.91% (+89)	All Managers (Combined)	$708.5K	0.2% ($708.5K/$311.5M)	QoQ +2.74% (+$18.9K) YoY +24.98% (+$141.6K)
(SPYGcusip78464A409)	8.1K	QoQ -5.11% (-436) YoY -8.10% (-713)	All Managers (Combined)	$649.8K	0.2% ($649.8K/$311.5M)	QoQ -13.24% (-$99.2K) YoY +0.96% (-$6.2K)
(cusip37954Y475)✕	15.7K	QoQ -8.80% (-1.5K) YoY -5.36% (-889)	All Managers (Combined)	$619.8K	0.2% ($619.8K/$311.5M)	QoQ -14.05% (-$101.3K) YoY -8.37% (-$56.7K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.1K	QoQ -0.52% (-6) YoY -3.08% (-36)	All Managers (Combined)	$592.4K	0.2% ($592.4K/$311.5M)	QoQ +2.99% (-$17.2K) YoY +2.60% (-$15.0K)
JOHNSON & JOHNSON(JNJcusip478160104)	3.4K	QoQ +3.03% (+100) YoY +139.32% (+2.0K)	All Managers (Combined)	$563.2K	0.2% ($563.2K/$311.5M)	QoQ +18.15% (+$86.5K) YoY +150.91% (+$338.7K)
(IVVcusip464287200)	1.0K	QoQ +1.11% (-11) YoY +10.60% (+96)	All Managers (Combined)	$562.5K	0.2% ($562.5K/$311.5M)	QoQ -3.48% (-$20.3K) YoY +18.21% (+$86.7K)
(VUGcusip922908736)	1.3K	QoQ -4.35% (-60) YoY -1.86% (-25)	All Managers (Combined)	$489.1K	0.2% ($489.1K/$311.5M)	QoQ -13.58% (-$76.9K) YoY +5.72% (-$26.5K)
ALLIANT ENERGY CORP(LNTcusip018802108)	7.4K	QoQ 0.00% (+0) YoY +200.00% (+4.9K)	All Managers (Combined)	$475.9K	0.2% ($475.9K/$311.5M)	QoQ +8.80% (+$38.5K) YoY +283.03% (+$351.6K)
MICROSOFT CORP(MSFTcusip594918104)	1.1K	QoQ -17.93% (-231) YoY +246.55% (+752)	All Managers (Combined)	$396.8K	0.1% ($396.8K/$311.5M)	QoQ -26.91% (-$146.1K) YoY +208.95% (+$268.4K)
COCA COLA CO(KOcusip191216100)	5.2K	QoQ +11.23% (+528) YoY +10.76% (+508)	All Managers (Combined)	$374.5K	0.1% ($374.5K/$311.5M)	QoQ +27.95% (+$81.8K) YoY +29.66% (+$85.7K)
(cusip46435G672)✕	7.3K	QoQ +4.28% (+301) YoY +8.47% (+572)	All Managers (Combined)	$365.9K	0.1% ($365.9K/$311.5M)	QoQ +4.43% (+$15.5K) YoY +8.56% (+$28.9K)
PROCTER & GAMBLE Co(PGcusip742718109)	1.9K	QoQ +5.04% (+90) YoY +28.35% (+414)	All Managers (Combined)	$319.3K	0.1% ($319.3K/$311.5M)	QoQ +6.78% (+$20.3K) YoY +34.82% (+$82.5K)
(cusip78468R788)✕	7.1K	QoQ -0.32% (-23) YoY -0.65% (-47)	All Managers (Combined)	$315.5K	0.1% ($315.5K/$311.5M)	QoQ +2.03% (-$6.3K) YoY +8.00% (-$23.4K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.3K	QoQ +8.66% (+101) YoY +237.60% (+891)	All Managers (Combined)	$310.4K	0.1% ($310.4K/$311.5M)	QoQ +11.11% (+$31.1K) YoY +312.96% (+$235.3K)
PRINCIPAL FINANCIAL GROUP INC(PFGcusip74251V102)	3.5K	QoQ -1.28% (-45) YoY -3.61% (-130)	All Managers (Combined)	$292.7K	0.1% ($292.7K/$311.5M)	QoQ +7.59% (-$20.7K) YoY -5.77% (-$17.9K)
DEERE & CO(DEcusip244199105)	616	QoQ -3.14% (-20) YoY -0.32% (-2)	All Managers (Combined)	$289.3K	0.1% ($289.3K/$311.5M)	QoQ +7.29% (-$19.7K) YoY +13.89% (-$35.3K)
EXXON MOBIL CORP(XOMcusip30231G102)	2.4K	QoQ +1.36% (+32) YoY -9.16% (-240)	All Managers (Combined)	$282.8K	0.1% ($282.8K/$311.5M)	QoQ +12.07% (+$30.5K) YoY -7.04% (-$21.4K)
(VTVcusip922908744)	1.6K	QoQ -2.17% (-35) YoY -8.17% (-140)	All Managers (Combined)	$271.7K	0.1% ($271.7K/$311.5M)	QoQ -0.18% (-$514) YoY -2.60% (-$7.3K)