Iron-Horse-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OTLY",
  "ARES",
  "FSV",
  "HLNE",
  "APPF",
  "POOL",
  "CCCS",
  "TROW",
  null,
  "AAL",
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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,
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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,
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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,
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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,
  null,
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  "HTGC",
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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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  "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",
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  "TWLO",
  "TRV",
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  "UBER",
  "UL",
  "UTHR",
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  "VNQ",
  "VO",
  "MET",
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  "RCL",
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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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  "AXON",
  "AMD",
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  "VFC",
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  null,
  "DRI",
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  "WAB",
  "F",
  "WEC",
  "EQR",
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  "IR",
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  "GIPR",
  "FTRE",
  "PAC",
  null,
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  "DNUT",
  null,
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  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",
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  null,
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  "VALE",
  "VMI",
  null,
  "VXUS",
  "VOOG",
  "VGLT",
  "VBK",
  "BNDX",
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  "VBR",
  "VOT",
  "VB",
  "VOO",
  null,
  "VLTO",
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  "V",
  "VICI",
  "WBD",
  "WMT",
  "WBS",
  "WFC",
  "WSM",
  "WING",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  "KLG",
  "WPC",
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  "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",
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  "RBLX",
  null,
  null,
  "TDY",
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  "DIA",
  null,
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  null,
  "IXUS",
  "MTUM",
  "HBI",
  "ZION",
  null,
  null,
  "IUSV",
  null,
  "GEV",
  "TRI.TO",
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  "MCK",
  null,
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  "EXR",
  "GWW",
  null,
  "ESGU",
  "NTAP",
  "PSA",
  "NUE",
  "NRG",
  "FDX",
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  "BAC",
  null,
  "BMO",
  "BK",
  "BRK-B",
  "BAX",
  "BDX",
  "BKH",
  "BYND",
  "BIO",
  "BA",
  "BAH",
  "OWL",
  "BMY",
  "BTI",
  "BLDR",
  "BAM.TO",
  "BR",
  "CHRW",
  "CM",
  "CDNS",
  "CARR",
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  "CAVA",
  "CASY",
  "CNP",
  "CC",
  "CVX",
  "CIG",
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  "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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Broadcom Inc.

AVGO|11135F101

Shares:427

Value:$71.5K

% of Portfolio:0.0% ($71.5K/$311.5M)

78464A292

Shares:2.2K

Value:$71.4K

% of Portfolio:0.0% ($71.4K/$311.5M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:145

Value:$70.4K

% of Portfolio:0.0% ($70.4K/$311.5M)

03073E105

Shares:250

Value:$69.5K

% of Portfolio:0.0% ($69.5K/$311.5M)

CVS HEALTH Corp

CVS|126650100

Shares:1.0K

Value:$69.4K

% of Portfolio:0.0% ($69.4K/$311.5M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:279

Value:$68.1K

% of Portfolio:0.0% ($68.1K/$311.5M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:142

Value:$66.6K

% of Portfolio:0.0% ($66.6K/$311.5M)

46429B697

USMV|46429B697

Shares:662

Value:$62.0K

% of Portfolio:0.0% ($62.0K/$311.5M)

381430438

Shares:800

Value:$60.8K

% of Portfolio:0.0% ($60.8K/$311.5M)

MEDICAL PROPERTIES TRUST INC

MPW|58463J304

Shares:10.0K

Value:$60.3K

% of Portfolio:0.0% ($60.3K/$311.5M)

316188309

Shares:1.3K

Value:$60.1K

% of Portfolio:0.0% ($60.1K/$311.5M)

Walt Disney Co

DIS|254687106

Shares:607

Value:$59.9K

% of Portfolio:0.0% ($59.9K/$311.5M)

DuPont de Nemours, Inc.

DD|26614N102

Shares:763

Value:$57.0K

% of Portfolio:0.0% ($57.0K/$311.5M)

Alphabet Inc.

GOOG|02079K107

Shares:362

Value:$56.6K

% of Portfolio:0.0% ($56.6K/$311.5M)

316092790

Shares:877

Value:$56.3K

% of Portfolio:0.0% ($56.3K/$311.5M)

AbbVie Inc.

ABBV|00287Y109

Shares:266

Value:$55.7K

% of Portfolio:0.0% ($55.7K/$311.5M)

92206C102

VGSH|92206C102

Shares:946

Value:$55.5K

% of Portfolio:0.0% ($55.5K/$311.5M)

78464A474

Shares:1.8K

Value:$54.9K

% of Portfolio:0.0% ($54.9K/$311.5M)

ELI LILLY & Co

LLY|532457108

Shares:66

Value:$54.5K

% of Portfolio:0.0% ($54.5K/$311.5M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:183

Value:$54.0K

% of Portfolio:0.0% ($54.0K/$311.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Broadcom Inc.(AVGOcusip11135F101)	427	QoQ +50.88% (+144) YoY +5237.50% (+419)	All Managers (Combined)	$71.5K	0.0% ($71.5K/$311.5M)	QoQ +9.10% (+$6.0K) YoY +574.27% (+$60.9K)
(cusip78464A292)✕	2.2K	QoQ 0.00% (-0) YoY -6.96% (-165)	All Managers (Combined)	$71.4K	0.0% ($71.4K/$311.5M)	QoQ -1.81% (-$1.3K) YoY -13.58% (-$11.2K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	145	QoQ +5.07% (-7) YoY NEW(+145)	All Managers (Combined)	$70.4K	0.0% ($70.4K/$311.5M)	QoQ -4.21% (-$3.1K) YoY NEW(+$70.4K)
(cusip03073E105)✕	250	QoQ -4.58% (-12) YoY -4.58% (-12)	All Managers (Combined)	$69.5K	0.0% ($69.5K/$311.5M)	QoQ +18.10% (-$10.7K) YoY +9.20% (-$5.9K)
CVS HEALTH Corp(CVScusip126650100)	1.0K	QoQ -24.31% (-329) YoY -24.31% (-329)	All Managers (Combined)	$69.4K	0.0% ($69.4K/$311.5M)	QoQ +14.22% (-$8.6K) YoY -35.71% (-$38.5K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	279	QoQ +16.25% (+39) YoY +1062.50% (+255)	All Managers (Combined)	$68.1K	0.0% ($68.1K/$311.5M)	QoQ +33.55% (+$17.1K) YoY +1277.10% (+$63.1K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	142	QoQ -41.32% (-100) YoY 0.00% (+0)	All Managers (Combined)	$66.6K	0.0% ($66.6K/$311.5M)	QoQ -46.25% (-$57.3K) YoY +5.61% (+$3.5K)
(USMVcusip46429B697)	662	QoQ 0.00% (+0) YoY +101.21% (+333)	All Managers (Combined)	$62.0K	0.0% ($62.0K/$311.5M)	QoQ +5.48% (+$3.2K) YoY +125.48% (+$34.5K)
(cusip381430438)✕	800	QoQ 0.00% (-0) YoY +700.00% (+700)	All Managers (Combined)	$60.8K	0.0% ($60.8K/$311.5M)	QoQ -1.52% (-$944) YoY +735.48% (+$53.6K)
MEDICAL PROPERTIES TRUST INC(MPWcusip58463J304)	10.0K	QoQ 0.00% (+0) YoY +233.33% (+7.0K)	All Managers (Combined)	$60.3K	0.0% ($60.3K/$311.5M)	QoQ +52.65% (+$20.8K) YoY +327.65% (+$46.2K)
(cusip316188309)✕	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$60.1K	0.0% ($60.1K/$311.5M)	QoQ NEW(+$60.1K) YoY NEW(+$60.1K)
Walt Disney Co(DIScusip254687106)	607	QoQ +8.97% (-50) YoY +170.98% (+383)	All Managers (Combined)	$59.9K	0.0% ($59.9K/$311.5M)	QoQ -3.40% (-$2.1K) YoY +118.48% (+$32.5K)
DuPont de Nemours, Inc.(DDcusip26614N102)	763	QoQ +12.53% (+85) YoY +12.53% (+85)	All Managers (Combined)	$57.0K	0.0% ($57.0K/$311.5M)	QoQ +10.21% (+$5.3K) YoY +9.61% (+$5.0K)
Alphabet Inc.(GOOGcusip02079K107)	362	QoQ 0.00% (-0) YoY NEW(+362)	All Managers (Combined)	$56.6K	0.0% ($56.6K/$311.5M)	QoQ -17.89% (-$12.3K) YoY NEW(+$56.6K)
(cusip316092790)✕	877	QoQ NEW(+877) YoY NEW(+877)	All Managers (Combined)	$56.3K	0.0% ($56.3K/$311.5M)	QoQ NEW(+$56.3K) YoY NEW(+$56.3K)
AbbVie Inc.(ABBVcusip00287Y109)	266	QoQ +64.19% (+104) YoY +269.44% (+194)	All Managers (Combined)	$55.7K	0.0% ($55.7K/$311.5M)	QoQ +93.60% (+$26.9K) YoY +325.07% (+$42.6K)
(VGSHcusip92206C102)	946	QoQ +5.11% (+46) YoY NEW(+946)	All Managers (Combined)	$55.5K	0.0% ($55.5K/$311.5M)	QoQ +6.03% (+$3.2K) YoY NEW(+$55.5K)
(cusip78464A474)✕	1.8K	QoQ -1.19% (-22) YoY -14.55% (-311)	All Managers (Combined)	$54.9K	0.0% ($54.9K/$311.5M)	QoQ -0.39% (-$218) YoY -13.61% (-$8.7K)
ELI LILLY & Co(LLYcusip532457108)	66	QoQ +100.00% (+33) YoY +100.00% (+33)	All Managers (Combined)	$54.5K	0.0% ($54.5K/$311.5M)	QoQ +113.96% (+$29.0K) YoY +112.32% (+$28.8K)
Air Products & Chemicals, Inc.(APDcusip009158106)	183	QoQ +10.90% (+18) YoY +195.16% (+121)	All Managers (Combined)	$54.0K	0.0% ($54.0K/$311.5M)	QoQ +12.77% (+$6.1K) YoY +259.29% (+$38.9K)