13F-HR filed by Iron Horse Wealth Management, LLC
Iron Horse Wealth Management, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-01, with 596 holding rows worth $311,523,301.
- Accession
- 0001836270-25-000002
- Filer
- CIK 1836270
- Filed
- 2025-05-01
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 596 entries on the cover page, a total value of $311,523,301 stated on the cover page (in dollars after the unit check, H1), rows summing to $311,523,301 with VALUE read as dollars as filed, 13F file number 028-20425. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| LUMEN TECHNOLOGIES INC | 550241103 | COM | 300 | $1,176 | dollars as filed | |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 46429B689 | ETF | 15 | $1,169 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 12 | $1,115 | dollars as filed | |
| GRUPO AEROPORTUNARIO DEL PAC | 400506101 | SPON ADS B | 6 | $1,113 | dollars as filed | |
| V F CORP COM | 918204108 | Stock | 70 | $1,086 | dollars as filed | |
| AVALONBAY CMNTYS INC COM | 053484101 | REIT | 5 | $1,073 | dollars as filed | |
| APA CORPORATION COM | 03743Q108 | Stock | 50 | $1,051 | dollars as filed | |
| COTERRA ENERGY INC COM | 127097103 | Stock | 36 | $1,040 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 8 | $1,026 | dollars as filed | |
| ARES MANAGEMENT CORPORATION CL A COM STK | 03990B101 | Stock | 7 | $1,026 | dollars as filed | |
| PEOPLE INC | 44891N208 | COM NEW | 22 | $1,011 | dollars as filed | |
| SPDR Portfolio Corporate Bond ETF | 78464A144 | SHS | 34 | $986 | dollars as filed | |
| BIO RAD LABS INC | 090572207 | CL A | 4 | $974 | dollars as filed | |
| BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | 113004105 | Stock | 20 | $969 | dollars as filed | |
| EXPEDITORS INTL WASH INC COM | 302130109 | Stock | 8 | $962 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 1 | $933 | dollars as filed | |
| ROBERT HALF INC. COM | 770323103 | Stock | 17 | $927 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 8 | $925 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 23 | $905 | dollars as filed | |
| SIRIUSXM HOLDINGS INC | 829933100 | COMMON STOCK | 40 | $902 | dollars as filed | |
| iShares MSCI Intl Momentum Factor ETF | 46434V449 | SHS | 22 | $879 | dollars as filed | |
| MODIV INDUSTRIAL INC | 60784B101 | REIT | 54 | $874 | dollars as filed | |
| SPDR Portfolio Long Term Treasury ETF | 78464A664 | SHS | 32 | $872 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V765 | INTL HIGH PROFIT | 32 | $862 | dollars as filed | |
| TEGNA INC COM | 87901J105 | Stock | 47 | $856 | dollars as filed | |
| NUCOR CORP COM | 670346105 | Stock | 7 | $842 | dollars as filed | |
| RIO TINTO PLC SPONSORED ADR | 767204100 | ADR | 14 | $841 | dollars as filed | |
| DARDEN RESTAURANTS INC COM | 237194105 | Stock | 4 | $831 | dollars as filed | |
| OMNICOM GROUP INC COM | 681919106 | Stock | 10 | $829 | dollars as filed | |
| LIBERTY GLOBAL LTD | G61188127 | COM CL C | 67 | $802 | dollars as filed | |
| HF SINCLAIR CORP COM | 403949100 | Stock | 24 | $789 | dollars as filed | |
| Avantis US Small Cap Equity ETF | 025072323 | SHS | 16 | $774 | dollars as filed | |
| UNDER ARMOUR INC | 904311107 | CL A | 120 | $750 | dollars as filed | |
| ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | 03524A108 | ADR | 12 | $739 | dollars as filed | |
| BOOZ ALLEN HAMILTON HLDG CORP CL A | 099502106 | Stock | 7 | $732 | dollars as filed | |
| ARES CAPITAL CORP | 04010L103 | COM | 33 | $731 | dollars as filed | |
| REGENXBIO INC | 75901B107 | COM | 100 | $715 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 2 | $705 | dollars as filed | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 8 | $703 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 5 | $699 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 1 | $673 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 9 | $653 | dollars as filed | |
| INDEPENDENCE RLTY TR INC | 45378A106 | COM | 30 | $637 | dollars as filed | |
| SUNRISE COMMUNICATIONS AG | 867975104 | ADS CL A | 13 | $628 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 1 | $627 | dollars as filed | |
| BLUE OWL CAPITAL INC COM CL A | 09581B103 | Stock | 30 | $601 | dollars as filed | |
| ZIONS BANCORPORATION | 989701107 | COM | 12 | $598 | dollars as filed | |
| HEALTH IN TECH INC | 42217D102 | CL A | 880 | $582 | dollars as filed | |
| ZIM INTEGRATED SHIPPING SERV | M9T951109 | SHS | 38 | $554 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 3 | $544 | dollars as filed | |
| ISHARES TR | 464287739 | U.S. REAL ES ETF | 6 | $535 | dollars as filed | |
| DARLING INGREDIENTS INC COM | 237266101 | Stock | 17 | $531 | dollars as filed | |
| AMERICAN HEALTHCARE REIT INC COM SHS | 398182303 | REIT | 17 | $515 | dollars as filed | |
| MCCORMICK & CO INC COM NON VTG | 579780206 | Stock | 6 | $494 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 6 | $470 | dollars as filed | |
| WISDOMTREE TR | 97717W315 | EMER MKT HIGH FD | 11 | $463 | dollars as filed | |
| GOLUB CAP BDC INC | 38173M102 | COM | 28 | $424 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092600 | MSCI HLTH CARE I | 6 | $401 | dollars as filed | |
| WISDOMTREE TR | 97717W505 | US MIDCAP DIVID | 8 | $396 | dollars as filed | |
| NORWEGIAN CRUISE LINE HLDGS LT SHS | G66721104 | Stock | 20 | $379 | dollars as filed | |
| CULLEN FROST BANKERS INC COM | 229899109 | Stock | 3 | $376 | dollars as filed | |
| VANECK ETF TRUST | 92189H300 | JP MRGAN EM LOC | 15 | $358 | dollars as filed | |
| WISDOMTREE TR | 97717W604 | US SMALLCAP DIVD | 11 | $352 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 4 | $348 | dollars as filed | |
| BEYOND MEAT INC | 08862E109 | COM | 109 | $332 | dollars as filed | |
| SKYWORKS SOLUTIONS INC COM | 83088M102 | Stock | 5 | $323 | dollars as filed | |
| SOCIEDAD QUIMICA Y MINERA DE C | 833635105 | SPON ADR SER B | 8 | $318 | dollars as filed | |
| iShares Emerging Markets Dividend ETF | 464286319 | SHS | 10 | $277 | dollars as filed | |
| ISHARES TR | 464287887 | S&P SML 600 GWT | 2 | $275 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 3 | $270 | dollars as filed | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 5 | $260 | dollars as filed | |
| ISHARES TR | 46432F859 | CORE 1 5 YR USD | 5 | $247 | dollars as filed | |
| KRISPY KREME INC | 50101L106 | COMMON STOCK | 50 | $246 | dollars as filed | |
| WK KELLOGG CO | 92942W107 | COM SHS | 12 | $239 | dollars as filed | |
| SOUTH BOW CORP COM | 83671M105 | Stock | 9 | $230 | dollars as filed | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 2 | $228 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 3 | $217 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 8 | $200 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 2 | $198 | dollars as filed | |
| FORTREA HLDGS INC COMMON STOCK | 34965K107 | Stock | 26 | $196 | dollars as filed | |
| LUCID GROUP INC | 549498103 | COM | 70 | $169 | dollars as filed | |
| QUIDELORTHO CORP COM | 219798105 | Stock | 4 | $140 | dollars as filed | |
| OATLY GROUP AB | 67421J207 | CMN | 12 | $118 | dollars as filed | |
| VANECK SOCIAL SENTIMENT ETF | 92189H839 | UIT EXCHANGE TRADED | 5 | $112 | dollars as filed | |
| AURORA CANNABIS INC COM | 05156X850 | Stock | 20 | $88 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 3 | $80 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 1 | $68 | dollars as filed | |
| BABCOCK & WILCOX ENTERPRISES | 05614L209 | COM | 100 | $67 | dollars as filed | |
| GOPRO INC | 38268T103 | CL A | 100 | $66 | dollars as filed | |
| ISHARES TR | 464288281 | JPMORGAN USD EMG | 1 | $34 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 31609A107 | ENHANCED LARGE | 1 | $30 | dollars as filed | |
| NIO INC SPON ADS | 62914V106 | ADR | 5 | $19 | dollars as filed | |
| GENERATION INCOME PPTYS INC | 37149D204 | COM NEW | 12 | $19 | dollars as filed | |
| iShares Treasury Floating Rate Bond ETF | 46434V860 | SHS | 1 | $18 | dollars as filed | |
| SMITH MICRO SOFTWARE INC | 832154405 | COM SHS | 13 | $10 | dollars as filed | |
| ADVISORSHARES TR | 00768Y495 | PURE CANNABIS | 1 | $2 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001836270-25-000002 | this filing | 2025-05-01 | acceptance time not in the bulk data set |