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",
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  null,
  "AVEM",
  "ABR",
  "ARCC",
  null,
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  "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,
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  "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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  "MA",
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  "DOCS",
  "EQIX",
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  "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,
  "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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GENERAL ELECTRIC CO

GE|369604301

Shares:760

Value:$152.1K

% of Portfolio:0.0% ($152.1K/$311.5M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:704

Value:$149.0K

% of Portfolio:0.0% ($149.0K/$311.5M)

78464A839

Shares:1.9K

Value:$145.3K

% of Portfolio:0.0% ($145.3K/$311.5M)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:2.6K

Value:$141.8K

% of Portfolio:0.0% ($141.8K/$311.5M)

808524870

Shares:5.0K

Value:$134.5K

% of Portfolio:0.0% ($134.5K/$311.5M)

Walmart Inc.

WMT|931142103

Shares:1.5K

Value:$133.2K

% of Portfolio:0.0% ($133.2K/$311.5M)

922908538

VOT|922908538

Shares:512

Value:$125.3K

% of Portfolio:0.0% ($125.3K/$311.5M)

922908595

VBK|922908595

Shares:485

Value:$122.1K

% of Portfolio:0.0% ($122.1K/$311.5M)

808524797

SCHD|808524797

Shares:4.2K

Value:$116.2K

% of Portfolio:0.0% ($116.2K/$311.5M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:4.0K

Value:$115.0K

% of Portfolio:0.0% ($115.0K/$311.5M)

Salesforce, Inc.

CRM|79466L302

Shares:422

Value:$113.3K

% of Portfolio:0.0% ($113.3K/$311.5M)

78464A821

Shares:1.4K

Value:$109.7K

% of Portfolio:0.0% ($109.7K/$311.5M)

Lamb Weston Holdings, Inc.

LW|513272104

Shares:2.0K

Value:$106.5K

% of Portfolio:0.0% ($106.5K/$311.5M)

VISA INC.

V|92826C839

Shares:287

Value:$100.6K

% of Portfolio:0.0% ($100.6K/$311.5M)

Alphabet Inc.

GOOGL|02079K305

Shares:646

Value:$99.9K

% of Portfolio:0.0% ($99.9K/$311.5M)

Meta Platforms, Inc.

META|30303M102

Shares:173

Value:$99.7K

% of Portfolio:0.0% ($99.7K/$311.5M)

Tesla, Inc.

TSLA|88160R101

Shares:380

Value:$98.5K

% of Portfolio:0.0% ($98.5K/$311.5M)

LOWES COMPANIES INC

LOW|548661107

Shares:417

Value:$97.3K

% of Portfolio:0.0% ($97.3K/$311.5M)

AT&T INC.

T|00206R102

Shares:3.4K

Value:$96.3K

% of Portfolio:0.0% ($96.3K/$311.5M)

BANK OF MONTREAL /CAN/

BMO|063671101

Shares:980

Value:$93.6K

% of Portfolio:0.0% ($93.6K/$311.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GENERAL ELECTRIC CO(GEcusip369604301)	760	QoQ -2.31% (-18) YoY -7.65% (-63)	All Managers (Combined)	$152.1K	0.0% ($152.1K/$311.5M)	QoQ +17.22% (-$22.4K) YoY +5.29% (-$7.7K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	704	QoQ +0.28% (-2) YoY +147.01% (+419)	All Managers (Combined)	$149.0K	0.0% ($149.0K/$311.5M)	QoQ -6.04% (-$9.6K) YoY +154.77% (+$90.5K)
(cusip78464A839)✕	1.9K	QoQ -0.89% (-17) YoY -2.93% (-57)	All Managers (Combined)	$145.3K	0.0% ($145.3K/$311.5M)	QoQ -4.78% (-$7.3K) YoY -1.59% (-$2.4K)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	2.6K	QoQ +6.98% (+168) YoY +425.10% (+2.1K)	All Managers (Combined)	$141.8K	0.0% ($141.8K/$311.5M)	QoQ +11.09% (+$14.2K) YoY +10.54% (+$13.5K)
(cusip808524870)✕	5.0K	QoQ -23.35% (-1.5K) YoY +10.81% (-488)	All Managers (Combined)	$134.5K	0.0% ($134.5K/$311.5M)	QoQ -20.21% (-$34.1K) YoY -42.86% (-$100.9K)
Walmart Inc.(WMTcusip931142103)	1.5K	QoQ +2.36% (-35) YoY +136.29% (+875)	All Managers (Combined)	$133.2K	0.0% ($133.2K/$311.5M)	QoQ -0.53% (-$722) YoY +244.75% (+$94.5K)
(VOTcusip922908538)	512	QoQ +0.39% (-2) YoY -0.58% (-3)	All Managers (Combined)	$125.3K	0.0% ($125.3K/$311.5M)	QoQ -3.21% (-$4.2K) YoY +3.14% (-$3.8K)
(VBKcusip922908595)	485	QoQ 0.00% (-0) YoY +8.98% (+40)	All Managers (Combined)	$122.1K	0.0% ($122.1K/$311.5M)	QoQ -10.10% (-$13.7K) YoY +5.24% (+$6.1K)
(SCHDcusip808524797)	4.2K	QoQ +538.55% (+3.5K) YoY NEW(+4.2K)	All Managers (Combined)	$116.2K	0.0% ($116.2K/$311.5M)	QoQ +553.28% (+$98.4K) YoY NEW(+$116.2K)
KINDER MORGAN, INC.(KMIcusip49456B101)	4.0K	QoQ +14.25% (+503) YoY +14.25% (+503)	All Managers (Combined)	$115.0K	0.0% ($115.0K/$311.5M)	QoQ +18.96% (+$18.3K) YoY +77.73% (+$50.3K)
Salesforce, Inc.(CRMcusip79466L302)	422	QoQ +67.46% (+170) YoY NEW(+422)	All Managers (Combined)	$113.3K	0.0% ($113.3K/$311.5M)	QoQ +34.50% (+$29.1K) YoY NEW(+$113.3K)
(cusip78464A821)✕	1.4K	QoQ +22.12% (+250) YoY +26.48% (+289)	All Managers (Combined)	$109.7K	0.0% ($109.7K/$311.5M)	QoQ +11.68% (+$11.5K) YoY +15.14% (+$14.4K)
Lamb Weston Holdings, Inc.(LWcusip513272104)	2.0K	QoQ 0.00% (-0) YoY +200.00% (+1.3K)	All Managers (Combined)	$106.5K	0.0% ($106.5K/$311.5M)	QoQ -20.24% (-$27.0K) YoY +50.09% (+$35.5K)
VISA INC.(Vcusip92826C839)	287	QoQ +6.29% (+17) YoY NEW(+287)	All Managers (Combined)	$100.6K	0.0% ($100.6K/$311.5M)	QoQ +17.87% (+$15.3K) YoY NEW(+$100.6K)
Alphabet Inc.(GOOGLcusip02079K305)	646	QoQ -42.62% (-480) YoY +251.08% (+462)	All Managers (Combined)	$99.9K	0.0% ($99.9K/$311.5M)	QoQ -53.14% (-$113.3K) YoY +259.71% (+$72.1K)
Meta Platforms, Inc.(METAcusip30303M102)	173	QoQ +44.16% (+53) YoY +355.26% (+135)	All Managers (Combined)	$99.7K	0.0% ($99.7K/$311.5M)	QoQ +41.91% (+$29.4K) YoY +440.37% (+$81.3K)
Tesla, Inc.(TSLAcusip88160R101)	380	QoQ -21.64% (-105) YoY -20.99% (-101)	All Managers (Combined)	$98.5K	0.0% ($98.5K/$311.5M)	QoQ -49.71% (-$97.4K) YoY +16.46% (-$13.9K)
LOWES COMPANIES INC(LOWcusip548661107)	417	QoQ +2.96% (-12) YoY +85.33% (+192)	All Managers (Combined)	$97.3K	0.0% ($97.3K/$311.5M)	QoQ -2.69% (-$2.7K) YoY +69.69% (+$39.9K)
AT&T INC.(Tcusip00206R102)	3.4K	QoQ +24.81% (+677) YoY +122.11% (+1.9K)	All Managers (Combined)	$96.3K	0.0% ($96.3K/$311.5M)	QoQ +55.01% (+$34.2K) YoY +256.89% (+$69.3K)
BANK OF MONTREAL /CAN/(BMOcusip063671101)	980	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$93.6K	0.0% ($93.6K/$311.5M)	QoQ -1.58% (-$1.5K) YoY -2.22% (-$2.1K)