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,
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  "ABBV",
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  null,
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  null,
  "ALL",
  null,
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  null,
  null,
  null,
  "SCHH",
  null,
  "ASML",
  "T",
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  null,
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  null,
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  "ABR",
  "ARCC",
  null,
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  "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,
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  "HSBC",
  "HLI",
  "ITW",
  "AMAT",
  "RIVN",
  "EMR",
  "MUB",
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  null,
  null,
  null,
  null,
  "MDV",
  "IVW",
  null,
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  "SMSI",
  null,
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  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  null,
  "LBTYK",
  "LIN",
  null,
  null,
  null,
  null,
  "MPC",
  null,
  null,
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  "GE",
  "GPC",
  null,
  "RHI",
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  null,
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  null,
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  null,
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  "ZIM",
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  "HSY",
  "AMP",
  "FAST",
  "IJR",
  null,
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  "KLAC",
  "IWD",
  "KR",
  "ORCL",
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  "OKE",
  null,
  null,
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  null,
  "VHT",
  "IRT",
  "DOC",
  null,
  null,
  null,
  "IWF",
  null,
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  "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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464287598

IWD|464287598

Shares:23

Value:$4.3K

% of Portfolio:0.0% ($4.3K/$311.5M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:68

Value:$4.3K

% of Portfolio:0.0% ($4.3K/$311.5M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:3

Value:$4.3K

% of Portfolio:0.0% ($4.3K/$311.5M)

VALMONT INDUSTRIES INC

VMI|920253101

Shares:15

Value:$4.3K

% of Portfolio:0.0% ($4.3K/$311.5M)

Viatris Inc

VTRS|92556V106

Shares:487

Value:$4.2K

% of Portfolio:0.0% ($4.2K/$311.5M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:84

Value:$4.2K

% of Portfolio:0.0% ($4.2K/$311.5M)

TransDigm Group INC

TDG|893641100

Shares:3

Value:$4.2K

% of Portfolio:0.0% ($4.2K/$311.5M)

KELLANOVA

K|487836108

Shares:50

Value:$4.1K

% of Portfolio:0.0% ($4.1K/$311.5M)

ASTRAZENECA PLC

AZN|046353108

Shares:56

Value:$4.1K

% of Portfolio:0.0% ($4.1K/$311.5M)

78467V608

Shares:100

Value:$4.1K

% of Portfolio:0.0% ($4.1K/$311.5M)

KLA CORP

KLAC|482480100

Shares:6

Value:$4.1K

% of Portfolio:0.0% ($4.1K/$311.5M)

Clearwater Analytics Holdings, Inc.

CWAN|185123106

Shares:149

Value:$4.0K

% of Portfolio:0.0% ($4.0K/$311.5M)

THOMSON REUTERS CORP /CAN/

TRI.TO|884903808

Shares:23

Value:$4.0K

% of Portfolio:0.0% ($4.0K/$311.5M)

MGM Resorts International

MGM|552953101

Shares:134

Value:$4.0K

% of Portfolio:0.0% ($4.0K/$311.5M)

464288687

Shares:127

Value:$3.9K

% of Portfolio:0.0% ($3.9K/$311.5M)

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:21

Value:$3.9K

% of Portfolio:0.0% ($3.9K/$311.5M)

921909768

VXUS|921909768

Shares:62

Value:$3.9K

% of Portfolio:0.0% ($3.9K/$311.5M)

464287408

IVE|464287408

Shares:20

Value:$3.8K

% of Portfolio:0.0% ($3.8K/$311.5M)

Keurig Dr Pepper Inc.

KDP|49271V100

Shares:111

Value:$3.8K

% of Portfolio:0.0% ($3.8K/$311.5M)

WORKIVA INC

WK|98139A105

Shares:50

Value:$3.8K

% of Portfolio:0.0% ($3.8K/$311.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWDcusip464287598)	23	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$4.3K	0.0% ($4.3K/$311.5M)	QoQ +1.64% (+$70) YoY +5.04% (+$208)
CARRIER GLOBAL Corp(CARRcusip14448C104)	68	QoQ +13.33% (+8) YoY +240.00% (+48)	All Managers (Combined)	$4.3K	0.0% ($4.3K/$311.5M)	QoQ +5.24% (+$215) YoY +270.67% (+$3.1K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	3	QoQ NEW(+3) YoY NEW(+3)	All Managers (Combined)	$4.3K	0.0% ($4.3K/$311.5M)	QoQ NEW(+$4.3K) YoY NEW(+$4.3K)
VALMONT INDUSTRIES INC(VMIcusip920253101)	15	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$4.3K	0.0% ($4.3K/$311.5M)	QoQ -6.93% (-$319) YoY +25.02% (+$857)
Viatris Inc(VTRScusip92556V106)	487	QoQ NEW(+487) YoY NEW(+487)	All Managers (Combined)	$4.2K	0.0% ($4.2K/$311.5M)	QoQ NEW(+$4.2K) YoY NEW(+$4.2K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	84	QoQ NEW(+84) YoY NEW(+84)	All Managers (Combined)	$4.2K	0.0% ($4.2K/$311.5M)	QoQ NEW(+$4.2K) YoY NEW(+$4.2K)
TransDigm Group INC(TDGcusip893641100)	3	QoQ NEW(+3) YoY NEW(+3)	All Managers (Combined)	$4.2K	0.0% ($4.2K/$311.5M)	QoQ NEW(+$4.2K) YoY NEW(+$4.2K)
KELLANOVA(Kcusip487836108)	50	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$4.1K	0.0% ($4.1K/$311.5M)	QoQ +1.87% (+$76) YoY +43.97% (+$1.3K)
ASTRAZENECA PLC(AZNcusip046353108)	56	QoQ -63.39% (-97) YoY +40.00% (+16)	All Managers (Combined)	$4.1K	0.0% ($4.1K/$311.5M)	QoQ -58.85% (-$5.9K) YoY +51.88% (+$1.4K)
(cusip78467V608)✕	100	QoQ NEW(+100) YoY NEW(+100)	All Managers (Combined)	$4.1K	0.0% ($4.1K/$311.5M)	QoQ NEW(+$4.1K) YoY NEW(+$4.1K)
KLA CORP(KLACcusip482480100)	6	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$4.1K	0.0% ($4.1K/$311.5M)	QoQ +7.88% (+$298) YoY -2.67% (-$112)
Clearwater Analytics Holdings, Inc.(CWANcusip185123106)	149	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$4.0K	0.0% ($4.0K/$311.5M)	QoQ -2.60% (-$107) YoY +51.47% (+$1.4K)
THOMSON REUTERS CORP /CAN/(TRI.TOcusip884903808)	23	QoQ +35.29% (+6) YoY +35.29% (+6)	All Managers (Combined)	$4.0K	0.0% ($4.0K/$311.5M)	QoQ +45.78% (+$1.2K) YoY +50.01% (+$1.3K)
MGM Resorts International(MGMcusip552953101)	134	QoQ NEW(+134) YoY NEW(+134)	All Managers (Combined)	$4.0K	0.0% ($4.0K/$311.5M)	QoQ NEW(+$4.0K) YoY NEW(+$4.0K)
(cusip464288687)✕	127	QoQ +1311.11% (+118) YoY +1487.50% (+119)	All Managers (Combined)	$3.9K	0.0% ($3.9K/$311.5M)	QoQ +1303.23% (+$3.6K) YoY +1339.48% (+$3.6K)
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	21	QoQ NEW(+21) YoY NEW(+21)	All Managers (Combined)	$3.9K	0.0% ($3.9K/$311.5M)	QoQ NEW(+$3.9K) YoY NEW(+$3.9K)
(VXUScusip921909768)	62	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.9K	0.0% ($3.9K/$311.5M)	QoQ +5.36% (+$196) YoY +2.96% (+$111)
(IVEcusip464287408)	20	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$3.8K	0.0% ($3.8K/$311.5M)	QoQ -0.15% (-$6) YoY +2.03% (+$76)
Keurig Dr Pepper Inc.(KDPcusip49271V100)	111	QoQ NEW(+111) YoY NEW(+111)	All Managers (Combined)	$3.8K	0.0% ($3.8K/$311.5M)	QoQ NEW(+$3.8K) YoY NEW(+$3.8K)
WORKIVA INC(WKcusip98139A105)	50	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$3.8K	0.0% ($3.8K/$311.5M)	QoQ -30.66% (-$1.7K) YoY -10.47% (-$444)