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,
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  "MU",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "D",
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  null,
  null,
  "FG",
  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  "MCD",
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
  null,
  null,
  "IYR",
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  null,
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  "GS",
  "INTC",
  "GEHC",
  "PRU",
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  null,
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  null,
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  null,
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  null,
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  "RELX",
  null,
  null,
  null,
  "SCHX",
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  "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",
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  "TWLO",
  "TRV",
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  "UBER",
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  "UTHR",
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  "VNQ",
  "VO",
  "MET",
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  "OGE",
  "SITE",
  "SCHW",
  "EWBC",
  null,
  null,
  "VWO",
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  "ACHR",
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "K",
  "TT",
  "AGCO",
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  "HAL",
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  null,
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  "AMD",
  "SONY",
  "VFC",
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  null,
  "DRI",
  "DOV",
  "WAB",
  "F",
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  "IR",
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  "GIPR",
  "FTRE",
  "PAC",
  null,
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  "DNUT",
  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
  "HBAN",
  null,
  "DKNG",
  "VEU",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  null,
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  "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",
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  null,
  "IXUS",
  "MTUM",
  "HBI",
  "ZION",
  null,
  null,
  "IUSV",
  null,
  "GEV",
  "TRI.TO",
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  "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",
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  "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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PEPSICO INC

PEP|713448108

Shares:622

Value:$93.3K

% of Portfolio:0.0% ($93.3K/$311.5M)

78464A649

Shares:3.6K

Value:$93.2K

% of Portfolio:0.0% ($93.2K/$311.5M)

Trane Technologies plc

TT|G8994E103

Shares:266

Value:$89.6K

% of Portfolio:0.0% ($89.6K/$311.5M)

Merck & Co., Inc.

MRK|58933Y105

Shares:982

Value:$88.1K

% of Portfolio:0.0% ($88.1K/$311.5M)

78464A300

Shares:1.1K

Value:$87.6K

% of Portfolio:0.0% ($87.6K/$311.5M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:1.9K

Value:$86.7K

% of Portfolio:0.0% ($86.7K/$311.5M)

78464A375

Shares:2.5K

Value:$83.5K

% of Portfolio:0.0% ($83.5K/$311.5M)

AMAZON COM INC

AMZN|023135106

Shares:436

Value:$83.0K

% of Portfolio:0.0% ($83.0K/$311.5M)

HCA Healthcare, Inc.

HCA|40412C101

Shares:233

Value:$80.5K

% of Portfolio:0.0% ($80.5K/$311.5M)

46434V613

Shares:1.7K

Value:$79.4K

% of Portfolio:0.0% ($79.4K/$311.5M)

NVIDIA CORP

NVDA|67066G104

Shares:726

Value:$78.7K

% of Portfolio:0.0% ($78.7K/$311.5M)

92189F486

Shares:3.0K

Value:$76.7K

% of Portfolio:0.0% ($76.7K/$311.5M)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:685

Value:$76.5K

% of Portfolio:0.0% ($76.5K/$311.5M)

92204A504

VHT|92204A504

Shares:281

Value:$74.4K

% of Portfolio:0.0% ($74.4K/$311.5M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:78

Value:$73.8K

% of Portfolio:0.0% ($73.8K/$311.5M)

46641Q159

Shares:1.6K

Value:$73.7K

% of Portfolio:0.0% ($73.7K/$311.5M)

78464A201

Shares:884

Value:$73.4K

% of Portfolio:0.0% ($73.4K/$311.5M)

Marathon Petroleum Corp

MPC|56585A102

Shares:500

Value:$72.8K

% of Portfolio:0.0% ($72.8K/$311.5M)

78463X509

Shares:1.8K

Value:$72.4K

% of Portfolio:0.0% ($72.4K/$311.5M)

BAXTER INTERNATIONAL INC

BAX|071813109

Shares:2.1K

Value:$72.1K

% of Portfolio:0.0% ($72.1K/$311.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PEPSICO INC(PEPcusip713448108)	622	QoQ -21.76% (-173) YoY +367.66% (+489)	All Managers (Combined)	$93.3K	0.0% ($93.3K/$311.5M)	QoQ -22.82% (-$27.6K) YoY +300.59% (+$70.0K)
(cusip78464A649)✕	3.6K	QoQ +24.32% (+714) YoY +25.61% (+744)	All Managers (Combined)	$93.2K	0.0% ($93.2K/$311.5M)	QoQ +27.06% (+$19.8K) YoY +26.90% (+$19.8K)
Trane Technologies plc(TTcusipG8994E103)	266	QoQ NEW(+266) YoY NEW(+266)	All Managers (Combined)	$89.6K	0.0% ($89.6K/$311.5M)	QoQ NEW(+$89.6K) YoY NEW(+$89.6K)
Merck & Co., Inc.(MRKcusip58933Y105)	982	QoQ +96.00% (+481) YoY +133.25% (+561)	All Managers (Combined)	$88.1K	0.0% ($88.1K/$311.5M)	QoQ +76.85% (+$38.3K) YoY +58.67% (+$32.6K)
(cusip78464A300)✕	1.1K	QoQ 0.00% (-0) YoY +7.71% (+80)	All Managers (Combined)	$87.6K	0.0% ($87.6K/$311.5M)	QoQ -10.14% (-$9.9K) YoY +1.78% (+$1.5K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	1.9K	QoQ +0.31% (+6) YoY +15.46% (+256)	All Managers (Combined)	$86.7K	0.0% ($86.7K/$311.5M)	QoQ +13.73% (+$10.5K) YoY +24.77% (+$17.2K)
(cusip78464A375)✕	2.5K	QoQ +3.58% (+87) YoY +1.20% (+30)	All Managers (Combined)	$83.5K	0.0% ($83.5K/$311.5M)	QoQ +5.10% (+$4.1K) YoY +2.91% (+$2.4K)
AMAZON COM INC(AMZNcusip023135106)	436	QoQ +52.44% (+150) YoY +144.94% (+258)	All Managers (Combined)	$83.0K	0.0% ($83.0K/$311.5M)	QoQ +32.20% (+$20.2K) YoY +158.35% (+$50.8K)
HCA Healthcare, Inc.(HCAcusip40412C101)	233	QoQ NEW(+233) YoY NEW(+233)	All Managers (Combined)	$80.5K	0.0% ($80.5K/$311.5M)	QoQ NEW(+$80.5K) YoY NEW(+$80.5K)
(cusip46434V613)✕	1.7K	QoQ 0.00% (+0) YoY NEW(+1.7K)	All Managers (Combined)	$79.4K	0.0% ($79.4K/$311.5M)	QoQ +1.94% (+$1.5K) YoY NEW(+$79.4K)
NVIDIA CORP(NVDAcusip67066G104)	726	QoQ -79.29% (-2.8K) YoY +1352.00% (+676)	All Managers (Combined)	$78.7K	0.0% ($78.7K/$311.5M)	QoQ -83.28% (-$392.1K) YoY +74.16% (+$33.5K)
(cusip92189F486)✕	3.0K	QoQ +500.00% (+2.5K) YoY NEW(+3.0K)	All Managers (Combined)	$76.7K	0.0% ($76.7K/$311.5M)	QoQ +502.35% (+$63.9K) YoY NEW(+$76.7K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	685	QoQ +0.43% (-3) YoY +2534.61% (+659)	All Managers (Combined)	$76.5K	0.0% ($76.5K/$311.5M)	QoQ -5.42% (-$4.4K) YoY +2406.65% (+$73.5K)
(VHTcusip92204A504)	281	QoQ +1.44% (+4) YoY -1.40% (-4)	All Managers (Combined)	$74.4K	0.0% ($74.4K/$311.5M)	QoQ +5.85% (+$4.1K) YoY -3.51% (-$2.7K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	78	QoQ -10.34% (-9) YoY +8.33% (+6)	All Managers (Combined)	$73.8K	0.0% ($73.8K/$311.5M)	QoQ -7.45% (-$5.9K) YoY +39.85% (+$21.0K)
(cusip46641Q159)✕	1.6K	QoQ +60.00% (+600) YoY +100.00% (+800)	All Managers (Combined)	$73.7K	0.0% ($73.7K/$311.5M)	QoQ +61.57% (+$28.1K) YoY +102.23% (+$37.3K)
(cusip78464A201)✕	884	QoQ +40.09% (+253) YoY +51.36% (+300)	All Managers (Combined)	$73.4K	0.0% ($73.4K/$311.5M)	QoQ +28.69% (+$16.4K) YoY +44.03% (+$22.4K)
Marathon Petroleum Corp(MPCcusip56585A102)	500	QoQ NEW(+500) YoY NEW(+500)	All Managers (Combined)	$72.8K	0.0% ($72.8K/$311.5M)	QoQ NEW(+$72.8K) YoY NEW(+$72.8K)
(cusip78463X509)✕	1.8K	QoQ -5.30% (-103) YoY -21.75% (-511)	All Managers (Combined)	$72.4K	0.0% ($72.4K/$311.5M)	QoQ -2.83% (-$2.1K) YoY -14.87% (-$12.6K)
BAXTER INTERNATIONAL INC(BAXcusip071813109)	2.1K	QoQ +8.05% (+157) YoY -6.35% (-143)	All Managers (Combined)	$72.1K	0.0% ($72.1K/$311.5M)	QoQ +26.83% (+$15.3K) YoY -25.00% (-$24.0K)