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,
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  "RA",
  "DIAX",
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  null,
  "LBTYK",
  "LIN",
  null,
  null,
  null,
  null,
  "MPC",
  null,
  null,
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  "EQIX",
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  "EXC",
  "FIS",
  "GE",
  "GPC",
  null,
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  null,
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  null,
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  null,
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  "ZIM",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "IJR",
  null,
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  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "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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Apollo Global Management, Inc.

APO|03769M106

Shares:1.9K

Value:$267.0K

% of Portfolio:0.1% ($267.0K/$311.5M)

STARBUCKS CORP

SBUX|855244109

Shares:2.7K

Value:$260.4K

% of Portfolio:0.1% ($260.4K/$311.5M)

922908553

VNQ|922908553

Shares:2.9K

Value:$259.5K

% of Portfolio:0.1% ($259.5K/$311.5M)

464287507

IJH|464287507

Shares:4.3K

Value:$252.8K

% of Portfolio:0.1% ($252.8K/$311.5M)

Fidelity National Financial, Inc.

FNF|31620R303

Shares:3.8K

Value:$248.6K

% of Portfolio:0.1% ($248.6K/$311.5M)

464287804

IJR|464287804

Shares:2.4K

Value:$246.6K

% of Portfolio:0.1% ($246.6K/$311.5M)

BERKLEY W R CORP

WRB|084423102

Shares:3.3K

Value:$236.7K

% of Portfolio:0.1% ($236.7K/$311.5M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:942

Value:$234.2K

% of Portfolio:0.1% ($234.2K/$311.5M)

922908769

VTI|922908769

Shares:845

Value:$232.2K

% of Portfolio:0.1% ($232.2K/$311.5M)

Mastercard Inc

MA|57636Q104

Shares:418

Value:$229.3K

% of Portfolio:0.1% ($229.3K/$311.5M)

3M CO

MMM|88579Y101

Shares:1.5K

Value:$223.2K

% of Portfolio:0.1% ($223.2K/$311.5M)

78468R200

Shares:7.1K

Value:$220.3K

% of Portfolio:0.1% ($220.3K/$311.5M)

AFLAC INC

AFL|001055102

Shares:1.7K

Value:$193.8K

% of Portfolio:0.1% ($193.8K/$311.5M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:637

Value:$171.4K

% of Portfolio:0.1% ($171.4K/$311.5M)

CHEVRON CORP

CVX|166764100

Shares:1.0K

Value:$169.2K

% of Portfolio:0.1% ($169.2K/$311.5M)

F&G Annuities & Life, Inc.

FG|30190A104

Shares:4.7K

Value:$168.7K

% of Portfolio:0.1% ($168.7K/$311.5M)

CONAGRA BRANDS INC.

CAG|205887102

Shares:6.2K

Value:$164.8K

% of Portfolio:0.1% ($164.8K/$311.5M)

ONEOK INC /NEW/

OKE|682680103

Shares:1.7K

Value:$164.2K

% of Portfolio:0.1% ($164.2K/$311.5M)

ABBOTT LABORATORIES

ABT|002824100

Shares:1.2K

Value:$158.5K

% of Portfolio:0.1% ($158.5K/$311.5M)

MCDONALDS CORP

MCD|580135101

Shares:497

Value:$155.2K

% of Portfolio:0.0% ($155.2K/$311.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apollo Global Management, Inc.(APOcusip03769M106)	1.9K	QoQ +18.54% (-305) YoY -17.16% (-404)	All Managers (Combined)	$267.0K	0.1% ($267.0K/$311.5M)	QoQ -1.71% (-$4.7K) YoY +0.87% (-$2.3K)
STARBUCKS CORP(SBUXcusip855244109)	2.7K	QoQ +1.22% (+32) YoY +33.23% (+662)	All Managers (Combined)	$260.4K	0.1% ($260.4K/$311.5M)	QoQ +8.82% (+$21.1K) YoY +43.01% (+$78.3K)
(VNQcusip922908553)	2.9K	QoQ -1.68% (-49) YoY -16.68% (-574)	All Managers (Combined)	$259.5K	0.1% ($259.5K/$311.5M)	QoQ -0.06% (-$175) YoY -12.76% (-$38.0K)
(IJHcusip464287507)	4.3K	QoQ -2.76% (-123) YoY +61.98% (+1.7K)	All Managers (Combined)	$252.8K	0.1% ($252.8K/$311.5M)	QoQ -8.93% (-$24.8K) YoY +55.60% (+$90.4K)
Fidelity National Financial, Inc.(FNFcusip31620R303)	3.8K	QoQ -1.44% (-56) YoY +1.46% (+55)	All Managers (Combined)	$248.6K	0.1% ($248.6K/$311.5M)	QoQ +14.22% (-$31.0K) YoY +24.32% (+$48.6K)
(IJRcusip464287804)	2.4K	QoQ +2.52% (-58) YoY +53.11% (+818)	All Managers (Combined)	$246.6K	0.1% ($246.6K/$311.5M)	QoQ -6.95% (-$18.4K) YoY +44.87% (+$76.4K)
BERKLEY W R CORP(WRBcusip084423102)	3.3K	QoQ 0.00% (+0) YoY +50.00% (+1.1K)	All Managers (Combined)	$236.7K	0.1% ($236.7K/$311.5M)	QoQ +21.59% (+$42.1K) YoY +20.69% (+$40.6K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	942	QoQ +0.21% (+2) YoY +40.59% (+272)	All Managers (Combined)	$234.2K	0.1% ($234.2K/$311.5M)	QoQ +13.35% (+$27.6K) YoY +83.07% (+$106.3K)
(VTIcusip922908769)	845	QoQ 0.00% (-0) YoY +81.72% (+380)	All Managers (Combined)	$232.2K	0.1% ($232.2K/$311.5M)	QoQ -5.16% (-$12.6K) YoY +92.16% (+$111.4K)
Mastercard Inc(MAcusip57636Q104)	418	QoQ +3.46% (+14) YoY NEW(+418)	All Managers (Combined)	$229.3K	0.1% ($229.3K/$311.5M)	QoQ +7.84% (+$16.7K) YoY NEW(+$229.3K)
3M CO(MMMcusip88579Y101)	1.5K	QoQ 0.00% (+0) YoY +148.77% (+909)	All Managers (Combined)	$223.2K	0.1% ($223.2K/$311.5M)	QoQ +13.76% (+$27.0K) YoY +244.18% (+$158.4K)
(cusip78468R200)✕	7.1K	QoQ -8.91% (-700) YoY -25.27% (-2.4K)	All Managers (Combined)	$220.3K	0.1% ($220.3K/$311.5M)	QoQ -8.64% (-$20.9K) YoY -25.29% (-$74.6K)
AFLAC INC(AFLcusip001055102)	1.7K	QoQ -23.81% (-545) YoY -42.28% (-1.3K)	All Managers (Combined)	$193.8K	0.1% ($193.8K/$311.5M)	QoQ -18.11% (-$42.9K) YoY -25.25% (-$65.5K)
AMERICAN EXPRESS CO(AXPcusip025816109)	637	QoQ -4.35% (-29) YoY +537.00% (+537)	All Managers (Combined)	$171.4K	0.1% ($171.4K/$311.5M)	QoQ -13.25% (-$26.2K) YoY +652.85% (+$148.6K)
CHEVRON CORP(CVXcusip166764100)	1.0K	QoQ +13.97% (+124) YoY +13.59% (+121)	All Managers (Combined)	$169.2K	0.1% ($169.2K/$311.5M)	QoQ +31.70% (+$40.7K) YoY +20.49% (+$28.8K)
F&G Annuities & Life, Inc.(FGcusip30190A104)	4.7K	QoQ +9.45% (-404) YoY +1218.02% (+4.3K)	All Managers (Combined)	$168.7K	0.1% ($168.7K/$311.5M)	QoQ -4.79% (-$8.5K) YoY +1073.19% (+$154.3K)
CONAGRA BRANDS INC.(CAGcusip205887102)	6.2K	QoQ +2.96% (-178) YoY +208.90% (+4.2K)	All Managers (Combined)	$164.8K	0.1% ($164.8K/$311.5M)	QoQ -1.04% (-$1.7K) YoY +177.94% (+$105.5K)
ONEOK INC /NEW/(OKEcusip682680103)	1.7K	QoQ +1.97% (+32) YoY NEW(+1.7K)	All Managers (Combined)	$164.2K	0.1% ($164.2K/$311.5M)	QoQ +0.73% (+$1.2K) YoY NEW(+$164.2K)
ABBOTT LABORATORIES(ABTcusip002824100)	1.2K	QoQ +5.93% (+67) YoY +515.97% (+1.0K)	All Managers (Combined)	$158.5K	0.1% ($158.5K/$311.5M)	QoQ +24.24% (+$30.9K) YoY +618.89% (+$136.5K)
MCDONALDS CORP(MCDcusip580135101)	497	QoQ +26.14% (+103) YoY +84.75% (+228)	All Managers (Combined)	$155.2K	0.0% ($155.2K/$311.5M)	QoQ +35.92% (+$41.0K) YoY +104.69% (+$79.4K)