Iron Horse Wealth Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 596Value: $311.5MLatest: 2025Q1

Iron Horse Wealth Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 596 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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:

Search and click to pin securities to the top

Page 1 of 30

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921946406

VYM|921946406

Shares:262.8K

Value:$33.9M

% of Portfolio:10.9% ($33.9M/$311.5M)

46641Q837

Shares:654.0K

Value:$33.1M

% of Portfolio:10.6% ($33.1M/$311.5M)

921932505

VOOG|921932505

Shares:84.4K

Value:$28.2M

% of Portfolio:9.1% ($28.2M/$311.5M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:36.8K

Value:$20.6M

% of Portfolio:6.6% ($20.6M/$311.5M)

921943858

VEA|921943858

Shares:400.2K

Value:$20.3M

% of Portfolio:6.5% ($20.3M/$311.5M)

78463X889

SPDW|78463X889

Shares:538.6K

Value:$19.6M

% of Portfolio:6.3% ($19.6M/$311.5M)

46641Q332

Shares:300.2K

Value:$17.2M

% of Portfolio:5.5% ($17.2M/$311.5M)

46641Q241

Shares:336.8K

Value:$15.5M

% of Portfolio:5.0% ($15.5M/$311.5M)

92206C870

VCIT|92206C870

Shares:184.5K

Value:$15.1M

% of Portfolio:4.8% ($15.1M/$311.5M)

464287242

Shares:132.8K

Value:$14.4M

% of Portfolio:4.6% ($14.4M/$311.5M)

922908629

VO|922908629

Shares:55.3K

Value:$14.3M

% of Portfolio:4.6% ($14.3M/$311.5M)

922908751

VB|922908751

Shares:62.8K

Value:$13.9M

% of Portfolio:4.5% ($13.9M/$311.5M)

922042858

VWO|922042858

Shares:261.7K

Value:$11.8M

% of Portfolio:3.8% ($11.8M/$311.5M)

922908512

VOE|922908512

Shares:64.0K

Value:$10.3M

% of Portfolio:3.3% ($10.3M/$311.5M)

025072877

Shares:89.8K

Value:$7.8M

% of Portfolio:2.5% ($7.8M/$311.5M)

37954Y657

Shares:300.1K

Value:$5.7M

% of Portfolio:1.8% ($5.7M/$311.5M)

922908611

VBR|922908611

Shares:9.8K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$311.5M)

78464A508

SPYV|78464A508

Shares:28.3K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$311.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.6K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$311.5M)

Apple Inc.

AAPL|037833100

Shares:5.0K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$311.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VYMcusip921946406)	262.8K	QoQ +3.44% (+8.8K) YoY +15.57% (+35.4K)	All Managers (Combined)	$33.9M	10.9% ($33.9M/$311.5M)	QoQ +4.55% (+$1.5M) YoY +23.18% (+$6.4M)
(cusip46641Q837)✕	654.0K	QoQ +16815.72% (+650.1K) YoY +18536.70% (+650.5K)	All Managers (Combined)	$33.1M	10.6% ($33.1M/$311.5M)	QoQ +16901.68% (+$32.9M) YoY +18603.62% (+$32.9M)
(VOOGcusip921932505)	84.4K	QoQ -4.38% (-3.9K) YoY +2.77% (+2.3K)	All Managers (Combined)	$28.2M	9.1% ($28.2M/$311.5M)	QoQ -12.63% (-$4.1M) YoY +12.81% (+$3.2M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	36.8K	QoQ +1.75% (-634) YoY +12.71% (+4.2K)	All Managers (Combined)	$20.6M	6.6% ($20.6M/$311.5M)	QoQ -2.87% (-$610.0K) YoY +20.53% (+$3.5M)
(VEAcusip921943858)	400.2K	QoQ +7.41% (+27.6K) YoY +24.02% (+77.5K)	All Managers (Combined)	$20.3M	6.5% ($20.3M/$311.5M)	QoQ +14.17% (+$2.5M) YoY +25.65% (+$4.2M)
(SPDWcusip78463X889)	538.6K	QoQ +7.24% (+36.4K) YoY +23.33% (+101.9K)	All Managers (Combined)	$19.6M	6.3% ($19.6M/$311.5M)	QoQ +14.40% (+$2.5M) YoY +25.29% (+$4.0M)
(cusip46641Q332)✕	300.2K	QoQ +5.49% (+15.6K) YoY +22.08% (+54.3K)	All Managers (Combined)	$17.2M	5.5% ($17.2M/$311.5M)	QoQ +4.78% (+$782.6K) YoY +20.56% (+$2.9M)
(cusip46641Q241)✕	336.8K	QoQ -29.74% (-142.6K) YoY -23.58% (-104.0K)	All Managers (Combined)	$15.5M	5.0% ($15.5M/$311.5M)	QoQ -28.29% (-$6.1M) YoY -23.18% (-$4.7M)
(VCITcusip92206C870)	184.5K	QoQ -35.27% (-100.6K) YoY -26.10% (-65.2K)	All Managers (Combined)	$15.1M	4.8% ($15.1M/$311.5M)	QoQ -34.07% (-$7.8M) YoY -24.95% (-$5.0M)
(cusip464287242)✕	132.8K	QoQ -34.54% (-70.1K) YoY -26.64% (-48.2K)	All Managers (Combined)	$14.4M	4.6% ($14.4M/$311.5M)	QoQ -33.41% (-$7.2M) YoY -26.80% (-$5.3M)
(VOcusip922908629)	55.3K	QoQ +4.29% (+2.3K) YoY +15.91% (+7.6K)	All Managers (Combined)	$14.3M	4.6% ($14.3M/$311.5M)	QoQ +2.12% (+$297.5K) YoY +19.98% (+$2.4M)
(VBcusip922908751)	62.8K	QoQ +4.67% (-2.8K) YoY +16.40% (+8.9K)	All Managers (Combined)	$13.9M	4.5% ($13.9M/$311.5M)	QoQ -3.40% (-$490.6K) YoY +12.92% (+$1.6M)
(VWOcusip922042858)	261.7K	QoQ +7.01% (+17.1K) YoY +19.97% (+43.6K)	All Managers (Combined)	$11.8M	3.8% ($11.8M/$311.5M)	QoQ +9.97% (+$1.1M) YoY +29.99% (+$2.7M)
(VOEcusip922908512)	64.0K	QoQ +5.58% (+3.4K) YoY +16.01% (+8.8K)	All Managers (Combined)	$10.3M	3.3% ($10.3M/$311.5M)	QoQ +4.78% (+$469.6K) YoY +19.45% (+$1.7M)
(cusip025072877)✕	89.8K	QoQ NEW(+89.8K) YoY NEW(+89.8K)	All Managers (Combined)	$7.8M	2.5% ($7.8M/$311.5M)	QoQ NEW(+$7.8M) YoY NEW(+$7.8M)
(cusip37954Y657)✕	300.1K	QoQ -32.29% (-143.2K) YoY -22.02% (-84.8K)	All Managers (Combined)	$5.7M	1.8% ($5.7M/$311.5M)	QoQ -33.92% (-$2.9M) YoY -26.35% (-$2.0M)
(VBRcusip922908611)	9.8K	QoQ -80.28% (-40.1K) YoY -78.39% (-35.7K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$311.5M)	QoQ -81.47% (-$8.1M) YoY -79.02% (-$6.9M)
(SPYVcusip78464A508)	28.3K	QoQ +2.07% (+575) YoY -3.87% (-1.1K)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$311.5M)	QoQ +1.93% (+$27.4K) YoY -2.01% (-$29.7K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.6K	QoQ +26.59% (+537) YoY +77.37% (+1.1K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$311.5M)	QoQ +48.74% (+$446.1K) YoY +124.62% (+$755.3K)
Apple Inc.(AAPLcusip037833100)	5.0K	QoQ -0.33% (-17) YoY +28.51% (+1.1K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$311.5M)	QoQ -11.58% (-$146.8K) YoY +66.48% (+$447.4K)