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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MCKESSON CORP

MCK|58155Q103

Shares:1

Value:$673

% of Portfolio:0.0% ($673/$311.5M)

46432F834

IXUS|46432F834

Shares:9

Value:$653

% of Portfolio:0.0% ($653/$311.5M)

INDEPENDENCE REALTY TRUST, INC.

IRT|45378A106

Shares:30

Value:$637

% of Portfolio:0.0% ($637/$311.5M)

Sunrise Communications AG

SNRE|867975104

Shares:13

Value:$628

% of Portfolio:0.0% ($628/$311.5M)

UNITED RENTALS, INC.

URI|911363109

Shares:1

Value:$627

% of Portfolio:0.0% ($627/$311.5M)

BLUE OWL CAPITAL INC.

OWL|09581B103

Shares:30

Value:$601

% of Portfolio:0.0% ($601/$311.5M)

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

ZION|989701107

Shares:12

Value:$598

% of Portfolio:0.0% ($598/$311.5M)

42217D102

Shares:880

Value:$582

% of Portfolio:0.0% ($582/$311.5M)

ZIM Integrated Shipping Services Ltd.

ZIM|M9T951109

Shares:38

Value:$554

% of Portfolio:0.0% ($554/$311.5M)

WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

WAB|929740108

Shares:3

Value:$544

% of Portfolio:0.0% ($544/$311.5M)

464287739

IYR|464287739

Shares:6

Value:$535

% of Portfolio:0.0% ($535/$311.5M)

DARLING INGREDIENTS INC.

DAR|237266101

Shares:17

Value:$531

% of Portfolio:0.0% ($531/$311.5M)

American Healthcare REIT, Inc.

AHR|398182303

Shares:17

Value:$515

% of Portfolio:0.0% ($515/$311.5M)

MCCORMICK & CO INC

MKC|579780206

Shares:6

Value:$494

% of Portfolio:0.0% ($494/$311.5M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:6

Value:$470

% of Portfolio:0.0% ($470/$311.5M)

97717W315

Shares:11

Value:$463

% of Portfolio:0.0% ($463/$311.5M)

GOLUB CAPITAL BDC, Inc.

GBDC|38173M102

Shares:28

Value:$424

% of Portfolio:0.0% ($424/$311.5M)

316092600

Shares:6

Value:$401

% of Portfolio:0.0% ($401/$311.5M)

97717W505

Shares:8

Value:$396

% of Portfolio:0.0% ($396/$311.5M)

Norwegian Cruise Line Holdings Ltd.

NCLH|G66721104

Shares:20

Value:$379

% of Portfolio:0.0% ($379/$311.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MCKESSON CORP(MCKcusip58155Q103)	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$673	0.0% ($673/$311.5M)	QoQ NEW(+$673) YoY NEW(+$673)
(IXUScusip46432F834)	9	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$653	0.0% ($653/$311.5M)	QoQ +5.66% (+$35) YoY +6.35% (+$39)
INDEPENDENCE REALTY TRUST, INC.(IRTcusip45378A106)	30	QoQ NEW(+30) YoY NEW(+30)	All Managers (Combined)	$637	0.0% ($637/$311.5M)	QoQ NEW(+$637) YoY NEW(+$637)
Sunrise Communications AG(SNREcusip867975104)	13	QoQ 0.00% (+0) YoY NEW(+13)	All Managers (Combined)	$628	0.0% ($628/$311.5M)	QoQ +12.14% (+$68) YoY NEW(+$628)
UNITED RENTALS, INC.(URIcusip911363109)	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$627	0.0% ($627/$311.5M)	QoQ NEW(+$627) YoY NEW(+$627)
BLUE OWL CAPITAL INC.(OWLcusip09581B103)	30	QoQ NEW(+30) YoY NEW(+30)	All Managers (Combined)	$601	0.0% ($601/$311.5M)	QoQ NEW(+$601) YoY NEW(+$601)
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/(ZIONcusip989701107)	12	QoQ NEW(+12) YoY NEW(+12)	All Managers (Combined)	$598	0.0% ($598/$311.5M)	QoQ NEW(+$598) YoY NEW(+$598)
(cusip42217D102)✕	880	QoQ 0.00% (-0) YoY NEW(+880)	All Managers (Combined)	$582	0.0% ($582/$311.5M)	QoQ -87.64% (-$4.1K) YoY NEW(+$582)
ZIM Integrated Shipping Services Ltd.(ZIMcusipM9T951109)	38	QoQ 0.00% (-0) YoY -37.70% (-23)	All Managers (Combined)	$554	0.0% ($554/$311.5M)	QoQ -32.10% (-$262) YoY -10.06% (-$62)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP(WABcusip929740108)	3	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$544	0.0% ($544/$311.5M)	QoQ -4.39% (-$25) YoY +24.48% (+$107)
(IYRcusip464287739)	6	QoQ 0.00% (+0) YoY +20.00% (+1)	All Managers (Combined)	$535	0.0% ($535/$311.5M)	QoQ +3.28% (+$17) YoY +9.18% (+$45)
DARLING INGREDIENTS INC.(DARcusip237266101)	17	QoQ NEW(+17) YoY NEW(+17)	All Managers (Combined)	$531	0.0% ($531/$311.5M)	QoQ NEW(+$531) YoY NEW(+$531)
American Healthcare REIT, Inc.(AHRcusip398182303)	17	QoQ NEW(+17) YoY NEW(+17)	All Managers (Combined)	$515	0.0% ($515/$311.5M)	QoQ NEW(+$515) YoY NEW(+$515)
MCCORMICK & CO INC(MKCcusip579780206)	6	QoQ NEW(+6) YoY NEW(+6)	All Managers (Combined)	$494	0.0% ($494/$311.5M)	QoQ NEW(+$494) YoY NEW(+$494)
SCHWAB CHARLES CORP(SCHWcusip808513105)	6	QoQ NEW(+6) YoY NEW(+6)	All Managers (Combined)	$470	0.0% ($470/$311.5M)	QoQ NEW(+$470) YoY NEW(+$470)
(cusip97717W315)✕	11	QoQ NEW(+11) YoY NEW(+11)	All Managers (Combined)	$463	0.0% ($463/$311.5M)	QoQ NEW(+$463) YoY NEW(+$463)
GOLUB CAPITAL BDC, Inc.(GBDCcusip38173M102)	28	QoQ NEW(+28) YoY NEW(+28)	All Managers (Combined)	$424	0.0% ($424/$311.5M)	QoQ NEW(+$424) YoY NEW(+$424)
(cusip316092600)✕	6	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$401	0.0% ($401/$311.5M)	QoQ +4.97% (+$19) YoY -0.74% (-$3)
(cusip97717W505)✕	8	QoQ NEW(+8) YoY NEW(+8)	All Managers (Combined)	$396	0.0% ($396/$311.5M)	QoQ NEW(+$396) YoY NEW(+$396)
Norwegian Cruise Line Holdings Ltd.(NCLHcusipG66721104)	20	QoQ NEW(+20) YoY NEW(+20)	All Managers (Combined)	$379	0.0% ($379/$311.5M)	QoQ NEW(+$379) YoY NEW(+$379)