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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92206C706

VGIT|92206C706

Shares:901

Value:$53.5K

% of Portfolio:0.0% ($53.5K/$311.5M)

78464A805

Shares:760

Value:$51.7K

% of Portfolio:0.0% ($51.7K/$311.5M)

BOEING CO

BA|097023105

Shares:297

Value:$50.7K

% of Portfolio:0.0% ($50.7K/$311.5M)

808524771

FNDX|808524771

Shares:2.1K

Value:$50.2K

% of Portfolio:0.0% ($50.2K/$311.5M)

Cigna Group

CI|125523100

Shares:151

Value:$49.7K

% of Portfolio:0.0% ($49.7K/$311.5M)

DANAHER CORP /DE/

DHR|235851102

Shares:242

Value:$49.6K

% of Portfolio:0.0% ($49.6K/$311.5M)

82889N863

Shares:2.7K

Value:$49.1K

% of Portfolio:0.0% ($49.1K/$311.5M)

46431W507

Shares:956

Value:$48.6K

% of Portfolio:0.0% ($48.6K/$311.5M)

CATERPILLAR INC

CAT|149123101

Shares:146

Value:$48.2K

% of Portfolio:0.0% ($48.2K/$311.5M)

Corteva, Inc.

CTVA|22052L104

Shares:755

Value:$47.5K

% of Portfolio:0.0% ($47.5K/$311.5M)

46654Q203

Shares:901

Value:$46.7K

% of Portfolio:0.0% ($46.7K/$311.5M)

YUM BRANDS INC

YUM|988498101

Shares:291

Value:$45.9K

% of Portfolio:0.0% ($45.9K/$311.5M)

81369Y886

Shares:578

Value:$45.6K

% of Portfolio:0.0% ($45.6K/$311.5M)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:333

Value:$44.0K

% of Portfolio:0.0% ($44.0K/$311.5M)

AMGEN INC

AMGN|031162100

Shares:139

Value:$43.3K

% of Portfolio:0.0% ($43.3K/$311.5M)

HORMEL FOODS CORP /DE/

HRL|440452100

Shares:1.4K

Value:$42.5K

% of Portfolio:0.0% ($42.5K/$311.5M)

PFIZER INC

PFE|717081103

Shares:1.7K

Value:$42.2K

% of Portfolio:0.0% ($42.2K/$311.5M)

ENTERGY CORP /DE/

ETR|29364G103

Shares:478

Value:$40.8K

% of Portfolio:0.0% ($40.8K/$311.5M)

92206C409

Shares:517

Value:$40.8K

% of Portfolio:0.0% ($40.8K/$311.5M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:666

Value:$40.0K

% of Portfolio:0.0% ($40.0K/$311.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VGITcusip92206C706)	901	QoQ +28.53% (+200) YoY +28.53% (+200)	All Managers (Combined)	$53.5K	0.0% ($53.5K/$311.5M)	QoQ +31.63% (+$12.9K) YoY +30.39% (+$12.5K)
(cusip78464A805)✕	760	QoQ -11.00% (-94) YoY -48.57% (-718)	All Managers (Combined)	$51.7K	0.0% ($51.7K/$311.5M)	QoQ -15.26% (-$9.3K) YoY -45.48% (-$43.1K)
BOEING CO(BAcusip097023105)	297	QoQ +33.78% (+75) YoY +16.92% (+43)	All Managers (Combined)	$50.7K	0.0% ($50.7K/$311.5M)	QoQ +28.90% (+$11.4K) YoY +3.33% (+$1.6K)
(FNDXcusip808524771)	2.1K	QoQ 0.00% (-0) YoY NEW(+2.1K)	All Managers (Combined)	$50.2K	0.0% ($50.2K/$311.5M)	QoQ -0.29% (-$149) YoY NEW(+$50.2K)
Cigna Group(CIcusip125523100)	151	QoQ +20.80% (+26) YoY +20.80% (+26)	All Managers (Combined)	$49.7K	0.0% ($49.7K/$311.5M)	QoQ +43.92% (+$15.2K) YoY +9.42% (+$4.3K)
DANAHER CORP /DE/(DHRcusip235851102)	242	QoQ NEW(+242) YoY NEW(+242)	All Managers (Combined)	$49.6K	0.0% ($49.6K/$311.5M)	QoQ NEW(+$49.6K) YoY NEW(+$49.6K)
(cusip82889N863)✕	2.7K	QoQ +1250.00% (+2.5K) YoY +68.75% (+1.1K)	All Managers (Combined)	$49.1K	0.0% ($49.1K/$311.5M)	QoQ +1080.51% (+$44.9K) YoY +35.38% (+$12.8K)
(cusip46431W507)✕	956	QoQ -1.54% (-15) YoY -1.54% (-15)	All Managers (Combined)	$48.6K	0.0% ($48.6K/$311.5M)	QoQ -0.82% (-$404) YoY -0.74% (-$365)
CATERPILLAR INC(CATcusip149123101)	146	QoQ 0.00% (-0) YoY +15.87% (+20)	All Managers (Combined)	$48.2K	0.0% ($48.2K/$311.5M)	QoQ -9.08% (-$4.8K) YoY +4.29% (+$2.0K)
Corteva, Inc.(CTVAcusip22052L104)	755	QoQ 0.00% (+0) YoY -9.68% (-81)	All Managers (Combined)	$47.5K	0.0% ($47.5K/$311.5M)	QoQ +10.48% (+$4.5K) YoY -1.43% (-$693)
(cusip46654Q203)✕	901	QoQ -4.14% (-39) YoY +21.75% (+161)	All Managers (Combined)	$46.7K	0.0% ($46.7K/$311.5M)	QoQ -11.96% (-$6.3K) YoY +16.23% (+$6.5K)
YUM BRANDS INC(YUMcusip988498101)	291	QoQ +0.34% (+1) YoY +3133.33% (+282)	All Managers (Combined)	$45.9K	0.0% ($45.9K/$311.5M)	QoQ +17.78% (+$6.9K) YoY +3574.75% (+$44.6K)
(cusip81369Y886)✕	578	QoQ +6.05% (+33) YoY +1184.44% (+533)	All Managers (Combined)	$45.6K	0.0% ($45.6K/$311.5M)	QoQ +10.48% (+$4.3K) YoY +1442.82% (+$42.6K)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	333	QoQ NEW(+333) YoY NEW(+333)	All Managers (Combined)	$44.0K	0.0% ($44.0K/$311.5M)	QoQ NEW(+$44.0K) YoY NEW(+$44.0K)
AMGEN INC(AMGNcusip031162100)	139	QoQ -50.70% (-143) YoY +230.95% (+97)	All Managers (Combined)	$43.3K	0.0% ($43.3K/$311.5M)	QoQ -41.13% (-$30.3K) YoY +262.75% (+$31.4K)
HORMEL FOODS CORP /DE/(HRLcusip440452100)	1.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$42.5K	0.0% ($42.5K/$311.5M)	QoQ -1.36% (-$590) YoY -11.32% (-$5.4K)
PFIZER INC(PFEcusip717081103)	1.7K	QoQ -9.36% (-172) YoY +126.08% (+928)	All Managers (Combined)	$42.2K	0.0% ($42.2K/$311.5M)	QoQ -13.43% (-$6.5K) YoY +106.45% (+$21.7K)
ENTERGY CORP /DE/(ETRcusip29364G103)	478	QoQ +0.84% (+4) YoY NEW(+478)	All Managers (Combined)	$40.8K	0.0% ($40.8K/$311.5M)	QoQ +13.53% (+$4.9K) YoY NEW(+$40.8K)
(cusip92206C409)✕	517	QoQ +72.33% (+217) YoY +21.64% (+92)	All Managers (Combined)	$40.8K	0.0% ($40.8K/$311.5M)	QoQ +74.38% (+$17.4K) YoY +24.21% (+$8.0K)
ALTRIA GROUP, INC.(MOcusip02209S103)	666	QoQ 0.00% (+0) YoY -12.82% (-98)	All Managers (Combined)	$40.0K	0.0% ($40.0K/$311.5M)	QoQ +14.85% (+$5.2K) YoY +19.91% (-$6.6K)