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Disclosery

13F-HR filed by Iron Horse Wealth Management, LLC

Iron Horse Wealth Management, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-22, with 591 holding rows worth $338,998,420.

Accession
0001836270-25-000003
Filer
CIK 1836270
Filed
2025-07-22
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 591 entries on the cover page, a total value of $338,998,420 stated on the cover page (in dollars after the unit check, H1), rows summing to $338,998,420 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 filedCUSIPClassAmountValueValue read asType
M & T BK CORP COM55261F104Stock7$1,358dollars as filed
ConocoPhillips20825C104COM15$1,346dollars as filed
AGCO CORP001084102COM13$1,341dollars as filed
iShares S&P 500 Growth ETF464287309SHS12$1,324dollars as filed
LUMEN TECHNOLOGIES INC550241103COM300$1,314dollars as filed
KRAFT HEINZ CO COM500754106Stock50$1,291dollars as filed
TOTALENERGIES SE89151E109SPONSORED ADS21$1,289dollars as filed
NETAPP INC COM64110D104Stock12$1,279dollars as filed
LANDSTAR SYS INC COM515098101Stock9$1,251dollars as filed
T-Mobile US,Inc.872590104COM5$1,191dollars as filed
PUBLIC STORAGE COM74460D109REIT4$1,174dollars as filed
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS113004105Stock20$1,106dollars as filed
EDISON INTL COM281020107Stock20$1,032dollars as filed
iShares MSCI Intl Momentum Factor ETF46434V449SHS22$1,005dollars as filed
SPDR Portfolio Corporate Bond ETF78464A144SHS34$993dollars as filed
HF SINCLAIR CORP COM403949100Stock24$986dollars as filed
Dimensional International Value ETF25434V807SHS23$985dollars as filed
iShares MBS ETF464288588SHS10$970dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q225BETA CDA ETF NEW12$968dollars as filed
BIO RAD LABS INC090572207CL A4$965dollars as filed
EOG RES INC COM26875P101Stock8$957dollars as filed
DIMENSIONAL ETF TRUST25434V765INTL HIGH PROFIT32$944dollars as filed
SIRIUSXM HOLDINGS INC829933100COMMON STOCK40$919dollars as filed
APA CORPORATION COM03743Q108Stock50$915dollars as filed
EXPEDITORS INTL WASH INC COM302130109Stock8$914dollars as filed
COTERRA ENERGY INC COM127097103Stock36$914dollars as filed
NUCOR CORP COM670346105Stock7$907dollars as filed
Avantis US Small Cap Equity ETF025072323SHS16$825dollars as filed
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR03524A108ADR12$825dollars as filed
V F CORP COM918204108Stock70$823dollars as filed
REGENXBIO INC75901B107COM100$821dollars as filed
UNDER ARMOUR INC904311107CL A120$820dollars as filed
RIO TINTO PLC SPONSORED ADR767204100ADR14$817dollars as filed
TEGNA INC COM87901J105Stock47$788dollars as filed
MODIV INDUSTRIAL INC60784B101REIT56$781dollars as filed
HEALTH IN TECH INC42217D102CL A880$774dollars as filed
SUNRISE COMMUNICATIONS AG867975104ADS CL A13$735dollars as filed
ISHARES TR46432F834COM9$734dollars as filed
OMNICOM GROUP INC COM681919106Stock10$719dollars as filed
ROBERT HALF INC. COM770323103Stock17$698dollars as filed
ISHARES INC46434G764MSCI EMRG CHN11$695dollars as filed
LIBERTY GLOBAL LTDG61188127COM CL C67$691dollars as filed
BLOCK INC CL A852234103Stock10$679dollars as filed
SPDR SER TR78468R721NUVEEN BLMBRG MU15$670dollars as filed
WABTEC COM929740108Stock3$628dollars as filed
ZIM INTEGRATED SHIPPING SERVM9T951109SHS38$611dollars as filed
OCUGEN INC67577C105COMMON STOCK614$596dollars as filed
ISHARES TR464288448INTL SEL DIV ETF17$579dollars as filed
ISHARES TR464287739U.S. REAL ES ETF6$532dollars as filed
BEYOND MEAT INC08862E109COM109$380dollars as filed
VANECK ETF TRUST92189H300JP MRGAN EM LOC15$380dollars as filed
FIDELITY COVINGTON TRUST316092600MSCI HLTH CARE I6$377dollars as filed
SKYWORKS SOLUTIONS INC COM83088M102Stock5$373dollars as filed
iShares Emerging Markets Dividend ETF464286319SHS10$297dollars as filed
ISHARES TR464287887S&P SML 600 GWT2$295dollars as filed
DELTA AIR LINES INC COM NEW247361702Stock6$290dollars as filed
SOCIEDAD QUIMICA Y MINERA DE C833635105SPON ADR SER B8$282dollars as filed
ISHARES TR464288513IBOXX HI YD ETF3$280dollars as filed
ISHARES TR464288687COM9$279dollars as filed
iShares Treasury Floating Rate Bond ETF46434V860SHS5$271dollars as filed
iShares Floating Rate Bond ETF46429B655SHS5$263dollars as filed
ISHARES TR46432F859CORE 1 5 YR USD5$251dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS2$234dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS8$234dollars as filed
SOUTH BOW CORP COM83671M105Stock9$233dollars as filed
SPDR SERIES TRUST78464A672ST INTER ETF8$230dollars as filed
WK KELLOGG CO92942W107COM SHS12$191dollars as filed
VANECK SOCIAL SENTIMENT ETF92189H839UIT EXCHANGE TRADED5$151dollars as filed
LUCID GROUP INC549498103COM70$148dollars as filed
AMC ENTMT HLDGS INC00165C302CL A NEW46$143dollars as filed
OATLY GROUP AB67421J207CMN12$142dollars as filed
FORTREA HLDGS INC COMMON STOCK34965K107Stock26$128dollars as filed
QUIDELORTHO CORP COM219798105Stock4$115dollars as filed
NIO INC SPON ADS62914V106ADR33$113dollars as filed
BABCOCK & WILCOX ENTERPRISES05614L209COM100$96dollars as filed
AURORA CANNABIS INC COM05156X850Stock20$85dollars as filed
SNDL INC83307B101COM70$85dollars as filed
SCHWAB STRATEGIC TR808524409US LCAP VA ETF3$83dollars as filed
GOPRO INC38268T103CL A100$76dollars as filed
ISHARES TR46428743220 YR TR BD ETF1$66dollars as filed
AMENTUM HOLDINGS INC COM023939101Stock2$47dollars as filed
FIDELITY COVINGTON TRUST31609A107ENHANCED LARGE1$32dollars as filed
HEALTHCARE TRIANGLE INC42227W207COM NEW1,000$28dollars as filed
CASTOR MARITIME INC SHSY1146L208Stock11$24dollars as filed
TORO CORP COMY8900D108Stock11$24dollars as filed
INCANNEX HEALTHCARE INC45333F109EQUITY100$22dollars as filed
GENERATION INCOME PPTYS INC37149D204COM NEW12$18dollars as filed
CHARGEPOINT HLDGS INC15961R105COM CL A18$13dollars as filed
SMITH MICRO SOFTWARE INC832154405COM SHS13$11dollars as filed
ROBIN ENERGY LTD ORD SHS NEWY73118104Stock1$3dollars as filed
ADVISORSHARES TR00768Y495PURE CANNABIS1$2dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001836270-25-000003this filing2025-07-22acceptance time not in the bulk data set