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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46435G516

ESGD|46435G516

Shares:372

Value:$30.4K

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

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:505

Value:$30.2K

% of Portfolio:0.0% ($30.2K/$311.5M)

EBAY INC

EBAY|278642103

Shares:445

Value:$30.1K

% of Portfolio:0.0% ($30.1K/$311.5M)

808524763

FNDA|808524763

Shares:1.1K

Value:$29.9K

% of Portfolio:0.0% ($29.9K/$311.5M)

W.W. GRAINGER, INC.

GWW|384802104

Shares:30

Value:$29.6K

% of Portfolio:0.0% ($29.6K/$311.5M)

DOVER Corp

DOV|260003108

Shares:163

Value:$28.6K

% of Portfolio:0.0% ($28.6K/$311.5M)

ORACLE CORP

ORCL|68389X105

Shares:204

Value:$28.5K

% of Portfolio:0.0% ($28.5K/$311.5M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:676

Value:$28.2K

% of Portfolio:0.0% ($28.2K/$311.5M)

97717X594

Shares:639

Value:$27.7K

% of Portfolio:0.0% ($27.7K/$311.5M)

315912808

Shares:407

Value:$27.7K

% of Portfolio:0.0% ($27.7K/$311.5M)

808524755

FNDF|808524755

Shares:755

Value:$27.3K

% of Portfolio:0.0% ($27.3K/$311.5M)

025072885

Shares:292

Value:$27.0K

% of Portfolio:0.0% ($27.0K/$311.5M)

025072604

AVEM|025072604

Shares:439

Value:$26.4K

% of Portfolio:0.0% ($26.4K/$311.5M)

74347R669

Shares:654

Value:$26.4K

% of Portfolio:0.0% ($26.4K/$311.5M)

464287796

Shares:533

Value:$26.3K

% of Portfolio:0.0% ($26.3K/$311.5M)

CROWN CASTLE INC.

CCI|22822V101

Shares:250

Value:$26.1K

% of Portfolio:0.0% ($26.1K/$311.5M)

Uber Technologies, Inc

UBER|90353T100

Shares:348

Value:$25.4K

% of Portfolio:0.0% ($25.4K/$311.5M)

Brookfield Real Assets Income Fund Inc.

RA|112830104

Shares:1.9K

Value:$25.1K

% of Portfolio:0.0% ($25.1K/$311.5M)

Vale S.A.

VALE|91912E105

Shares:2.5K

Value:$24.9K

% of Portfolio:0.0% ($24.9K/$311.5M)

00162Q452

Shares:463

Value:$24.0K

% of Portfolio:0.0% ($24.0K/$311.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(ESGDcusip46435G516)	372	QoQ 0.00% (+0) YoY +3.04% (+11)	All Managers (Combined)	$30.4K	0.0% ($30.4K/$311.5M)	QoQ +7.29% (+$2.1K) YoY +5.34% (+$1.5K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	505	QoQ +4490.90% (+494) YoY +4490.90% (+494)	All Managers (Combined)	$30.2K	0.0% ($30.2K/$311.5M)	QoQ +4972.10% (+$29.6K) YoY +6934.73% (+$29.8K)
EBAY INC(EBAYcusip278642103)	445	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$30.1K	0.0% ($30.1K/$311.5M)	QoQ +9.32% (+$2.6K) YoY +28.32% (+$6.7K)
(FNDAcusip808524763)	1.1K	QoQ 0.00% (-0) YoY NEW(+1.1K)	All Managers (Combined)	$29.9K	0.0% ($29.9K/$311.5M)	QoQ -7.77% (-$2.5K) YoY NEW(+$29.9K)
W.W. GRAINGER, INC.(GWWcusip384802104)	30	QoQ -9.09% (-3) YoY +130.76% (+17)	All Managers (Combined)	$29.6K	0.0% ($29.6K/$311.5M)	QoQ -14.80% (-$5.1K) YoY +124.08% (+$16.4K)
DOVER Corp(DOVcusip260003108)	163	QoQ +20.74% (+28) YoY +262.22% (+118)	All Managers (Combined)	$28.6K	0.0% ($28.6K/$311.5M)	QoQ +13.06% (+$3.3K) YoY +259.11% (+$20.7K)
ORACLE CORP(ORCLcusip68389X105)	204	QoQ +284.90% (+151) YoY +786.95% (+181)	All Managers (Combined)	$28.5K	0.0% ($28.5K/$311.5M)	QoQ +222.92% (+$19.7K) YoY +887.22% (+$25.6K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	676	QoQ +23.58% (+129) YoY +589.79% (+578)	All Managers (Combined)	$28.2K	0.0% ($28.2K/$311.5M)	QoQ +17.33% (+$4.2K) YoY +661.17% (+$24.5K)
(cusip97717X594)✕	639	QoQ -0.77% (-5) YoY +27.03% (+136)	All Managers (Combined)	$27.7K	0.0% ($27.7K/$311.5M)	QoQ -0.93% (-$262) YoY +20.01% (+$4.6K)
(cusip315912808)✕	407	QoQ NEW(+407) YoY NEW(+407)	All Managers (Combined)	$27.7K	0.0% ($27.7K/$311.5M)	QoQ NEW(+$27.7K) YoY NEW(+$27.7K)
(FNDFcusip808524755)	755	QoQ 0.00% (+0) YoY NEW(+755)	All Managers (Combined)	$27.3K	0.0% ($27.3K/$311.5M)	QoQ +8.82% (+$2.2K) YoY NEW(+$27.3K)
(cusip025072885)✕	292	QoQ NEW(+292) YoY NEW(+292)	All Managers (Combined)	$27.0K	0.0% ($27.0K/$311.5M)	QoQ NEW(+$27.0K) YoY NEW(+$27.0K)
(AVEMcusip025072604)	439	QoQ +2.09% (+9) YoY NEW(+439)	All Managers (Combined)	$26.4K	0.0% ($26.4K/$311.5M)	QoQ +4.48% (+$1.1K) YoY NEW(+$26.4K)
(cusip74347R669)✕	654	QoQ +6.86% (-42) YoY +125.51% (-364)	All Managers (Combined)	$26.4K	0.0% ($26.4K/$311.5M)	QoQ -33.79% (-$13.5K) YoY -8.21% (-$2.4K)
(cusip464287796)✕	533	QoQ NEW(+533) YoY NEW(+533)	All Managers (Combined)	$26.3K	0.0% ($26.3K/$311.5M)	QoQ NEW(+$26.3K) YoY NEW(+$26.3K)
CROWN CASTLE INC.(CCIcusip22822V101)	250	QoQ NEW(+250) YoY NEW(+250)	All Managers (Combined)	$26.1K	0.0% ($26.1K/$311.5M)	QoQ NEW(+$26.1K) YoY NEW(+$26.1K)
Uber Technologies, Inc(UBERcusip90353T100)	348	QoQ +12.25% (+38) YoY +12.25% (+38)	All Managers (Combined)	$25.4K	0.0% ($25.4K/$311.5M)	QoQ +35.59% (+$6.7K) YoY +6.23% (+$1.5K)
Brookfield Real Assets Income Fund Inc.(RAcusip112830104)	1.9K	QoQ +67.75% (+769) YoY +67.75% (+769)	All Managers (Combined)	$25.1K	0.0% ($25.1K/$311.5M)	QoQ +65.74% (+$9.9K) YoY +70.87% (+$10.4K)
Vale S.A.(VALEcusip91912E105)	2.5K	QoQ -5.30% (-140) YoY +73.61% (+1.1K)	All Managers (Combined)	$24.9K	0.0% ($24.9K/$311.5M)	QoQ +6.54% (-$1.5K) YoY +42.13% (+$7.4K)
(cusip00162Q452)✕	463	QoQ +790.38% (+411) YoY +790.38% (+411)	All Managers (Combined)	$24.0K	0.0% ($24.0K/$311.5M)	QoQ +860.38% (+$21.5K) YoY +874.39% (+$21.6K)