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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CASEYS GENERAL STORES INC

CASY|147528103

Shares:91

Value:$39.7K

% of Portfolio:0.0% ($39.7K/$311.5M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:129

Value:$39.4K

% of Portfolio:0.0% ($39.4K/$311.5M)

Nuveen Municipal Credit Income Fund

NZF|67070X101

Shares:3.2K

Value:$39.1K

% of Portfolio:0.0% ($39.1K/$311.5M)

HP INC

HPQ|40434L105

Shares:1.4K

Value:$38.9K

% of Portfolio:0.0% ($38.9K/$311.5M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:87

Value:$38.9K

% of Portfolio:0.0% ($38.9K/$311.5M)

Philip Morris International Inc.

PM|718172109

Shares:238

Value:$37.8K

% of Portfolio:0.0% ($37.8K/$311.5M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:299

Value:$36.4K

% of Portfolio:0.0% ($36.4K/$311.5M)

HOME DEPOT, INC.

HD|437076102

Shares:99

Value:$36.3K

% of Portfolio:0.0% ($36.3K/$311.5M)

46137V233

Shares:750

Value:$34.5K

% of Portfolio:0.0% ($34.5K/$311.5M)

74348A467

Shares:333

Value:$34.0K

% of Portfolio:0.0% ($34.0K/$311.5M)

316092840

Shares:686

Value:$34.0K

% of Portfolio:0.0% ($34.0K/$311.5M)

46435G425

ESGU|46435G425

Shares:277

Value:$33.8K

% of Portfolio:0.0% ($33.8K/$311.5M)

808524201

SCHX|808524201

Shares:1.5K

Value:$33.6K

% of Portfolio:0.0% ($33.6K/$311.5M)

TARGET CORP

TGT|87612E106

Shares:322

Value:$33.6K

% of Portfolio:0.0% ($33.6K/$311.5M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:200

Value:$33.2K

% of Portfolio:0.0% ($33.2K/$311.5M)

808524730

Shares:1.1K

Value:$32.4K

% of Portfolio:0.0% ($32.4K/$311.5M)

Solventum Corp

SOLV|83444M101

Shares:412

Value:$31.3K

% of Portfolio:0.0% ($31.3K/$311.5M)

MORGAN STANLEY

MS|617446448

Shares:266

Value:$31.0K

% of Portfolio:0.0% ($31.0K/$311.5M)

14021D107

Shares:1.0K

Value:$31.0K

% of Portfolio:0.0% ($31.0K/$311.5M)

DOW INC.

DOW|260557103

Shares:871

Value:$30.4K

% of Portfolio:0.0% ($30.4K/$311.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CASEYS GENERAL STORES INC(CASYcusip147528103)	91	QoQ +40.00% (+26) YoY +40.00% (+26)	All Managers (Combined)	$39.7K	0.0% ($39.7K/$311.5M)	QoQ +53.04% (+$13.8K) YoY +90.70% (+$18.9K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	129	QoQ +72.00% (+54) YoY +290.90% (+96)	All Managers (Combined)	$39.4K	0.0% ($39.4K/$311.5M)	QoQ +79.51% (+$17.5K) YoY +378.25% (+$31.2K)
Nuveen Municipal Credit Income Fund(NZFcusip67070X101)	3.2K	QoQ 0.00% (+0) YoY NEW(+3.2K)	All Managers (Combined)	$39.1K	0.0% ($39.1K/$311.5M)	QoQ +0.49% (+$192) YoY NEW(+$39.1K)
HP INC(HPQcusip40434L105)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$38.9K	0.0% ($38.9K/$311.5M)	QoQ NEW(+$38.9K) YoY NEW(+$38.9K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	87	QoQ -36.02% (-49) YoY +7.40% (+6)	All Managers (Combined)	$38.9K	0.0% ($38.9K/$311.5M)	QoQ -41.11% (-$27.1K) YoY +5.48% (+$2.0K)
Philip Morris International Inc.(PMcusip718172109)	238	QoQ +0.84% (+2) YoY +643.75% (+206)	All Managers (Combined)	$37.8K	0.0% ($37.8K/$311.5M)	QoQ +33.21% (+$9.4K) YoY +1187.72% (+$34.8K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	299	QoQ +99.33% (+149) YoY +99.33% (+149)	All Managers (Combined)	$36.4K	0.0% ($36.4K/$311.5M)	QoQ +100.96% (+$18.3K) YoY +139.38% (+$21.2K)
HOME DEPOT, INC.(HDcusip437076102)	99	QoQ +86.79% (+46) YoY +141.46% (+58)	All Managers (Combined)	$36.3K	0.0% ($36.3K/$311.5M)	QoQ +75.99% (+$15.7K) YoY +130.69% (+$20.6K)
(cusip46137V233)✕	750	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$34.5K	0.0% ($34.5K/$311.5M)	QoQ -7.88% (-$3.0K) YoY +9.23% (+$2.9K)
(cusip74348A467)✕	333	QoQ NEW(+333) YoY NEW(+333)	All Managers (Combined)	$34.0K	0.0% ($34.0K/$311.5M)	QoQ NEW(+$34.0K) YoY NEW(+$34.0K)
(cusip316092840)✕	686	QoQ NEW(+686) YoY NEW(+686)	All Managers (Combined)	$34.0K	0.0% ($34.0K/$311.5M)	QoQ NEW(+$34.0K) YoY NEW(+$34.0K)
(ESGUcusip46435G425)	277	QoQ -11.50% (-36) YoY -11.50% (-36)	All Managers (Combined)	$33.8K	0.0% ($33.8K/$311.5M)	QoQ -16.24% (-$6.6K) YoY -6.15% (-$2.2K)
(SCHXcusip808524201)	1.5K	QoQ 0.00% (-0) YoY NEW(+1.5K)	All Managers (Combined)	$33.6K	0.0% ($33.6K/$311.5M)	QoQ -4.74% (-$1.7K) YoY NEW(+$33.6K)
TARGET CORP(TGTcusip87612E106)	322	QoQ +2.87% (-9) YoY +17.94% (-49)	All Managers (Combined)	$33.6K	0.0% ($33.6K/$311.5M)	QoQ -20.57% (-$8.7K) YoY -30.52% (-$14.8K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	200	QoQ -28.31% (-79) YoY +140.96% (+117)	All Managers (Combined)	$33.2K	0.0% ($33.2K/$311.5M)	QoQ -39.74% (-$21.9K) YoY +194.01% (+$21.9K)
(cusip808524730)✕	1.1K	QoQ 0.00% (+0) YoY NEW(+1.1K)	All Managers (Combined)	$32.4K	0.0% ($32.4K/$311.5M)	QoQ +6.02% (+$1.8K) YoY NEW(+$32.4K)
Solventum Corp(SOLVcusip83444M101)	412	QoQ +7.85% (+30) YoY NEW(+412)	All Managers (Combined)	$31.3K	0.0% ($31.3K/$311.5M)	QoQ +24.14% (+$6.1K) YoY NEW(+$31.3K)
MORGAN STANLEY(MScusip617446448)	266	QoQ +46.15% (+84) YoY +46.15% (+84)	All Managers (Combined)	$31.0K	0.0% ($31.0K/$311.5M)	QoQ +35.63% (+$8.2K) YoY +81.09% (+$13.9K)
(cusip14021D107)✕	1.0K	QoQ 0.00% (-0) YoY +25.00% (+200)	All Managers (Combined)	$31.0K	0.0% ($31.0K/$311.5M)	QoQ -0.92% (-$290) YoY +33.02% (+$7.7K)
DOW INC.(DOWcusip260557103)	871	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$30.4K	0.0% ($30.4K/$311.5M)	QoQ -12.98% (-$4.5K) YoY -39.72% (-$20.0K)