Iron Horse Wealth Management, LLC Portfolio Holdings

Iron Horse Wealth Management, LLC

  • $323 Million
  • Q2 2025

Iron Horse Wealth Management, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $323 Million distributed in 591 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds (Vangua with a value of $35.8M, Jp Morgan ETF Tr Ultra Short I with a value of $35M, Vanguard S&P 500 Growth ETF with a value of $34M, Vanguard Ftse Developed Market with a value of $23.1M, and Spdr S&P 500 ETF Trust with a value of $23.1M.

Examining the 13F form we can see an increase of $27.2M in the current position value, from $295M to 323M.

Below you can find more details about Iron Horse Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $323 Million
ETFs: $303 Million
Financial Services: $5.6 Million
Technology: $2.97 Million
Industrials: $2.49 Million
Healthcare: $1.83 Million
Consumer Defensive: $1.47 Million
Consumer Cyclical: $1.21 Million
Communication Services: $1.07 Million
Other: $2.47 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$35.8 Million 11.09% of portfolio
268,260
Q2 2025 Added 2.09%
$0
$35 Million 10.86% of portfolio
690,854
Q2 2025 Added 5.64%
$0
$34 Million 10.55% of portfolio
85,811
Q2 2025 Added 1.63%
$0
$23.1 Million 7.17% of portfolio
405,739
Q2 2025 Added 1.39%
$0
$23.1 Million 7.16% of portfolio
37,393
Q2 2025 Added 1.64%
$0
$22.1 Million 6.86% of portfolio
546,648
Q2 2025 Added 1.5%
$0
$17.8 Million 5.5% of portfolio
312,226
Q2 2025 Added 3.99%
$0
$15.8 Million 4.91% of portfolio
56,640
Q2 2025 Added 2.44%
$0
$15.4 Million 4.77% of portfolio
64,955
Q2 2025 Added 3.36%
$0
$15.2 Million 4.72% of portfolio
183,621
Q2 2025 Reduced 0.48%
$0
$14.6 Million 4.54% of portfolio
133,464
Q2 2025 Added 0.52%
$0
$13.2 Million 4.1% of portfolio
267,242
Q2 2025 Added 2.13%
$0
$10.8 Million 3.36% of portfolio
65,935
Q2 2025 Added 2.95%
$0
$8.8 Million 2.73% of portfolio
96,584
Q2 2025 Added 7.61%
$0
$5.74 Million 1.78% of portfolio
304,662
Q2 2025 Added 1.51%
$0
$1.91 Million 0.59% of portfolio
9,784
Q2 2025 Reduced 0.56%
$3.45T
$1.21 Million 0.38% of portfolio
5,906
Q2 2025 Added 17.11%
$622B
$1.22 Million 0.38% of portfolio
2,504
Q2 2025 Reduced 2.03%
$0
$1.05 Million 0.33% of portfolio
1,854
Q2 2025 Reduced 0.64%
$22B
$914,000 0.28% of portfolio
1,595
Q1 2025 Reduced 0.62%
$0
$759,000 0.24% of portfolio
7,969
Q2 2025 Reduced 1.43%
$313B
$742,000 0.23% of portfolio
9,270
Q2 2025 Reduced 6.07%
$0
$641,000 0.2% of portfolio
1,463
Q2 2025 Added 10.92%
$0
$642,000 0.2% of portfolio
1,035
Q2 2025 Added 3.4%
$0
$583,000 0.18% of portfolio
14,974
Q2 2025 Reduced 4.59%
$3.77T
$543,000 0.17% of portfolio
1,093
Q2 2025 Added 3.41%
$53B
$530,000 0.16% of portfolio
7,117
Q2 2025 Added 842.65%
$439B
$519,000 0.16% of portfolio
3,399
Q2 2025 Added 0.09%
$16.5B
$447,000 0.14% of portfolio
7,395
Q4 2024 Added 50.0%
$1.58T
$411,000 0.13% of portfolio
558
Q2 2025 Added 222.54%
$0
$401,000 0.12% of portfolio
7,852
Q2 2025 Added 7.27%
$89.8B
$353,000 0.11% of portfolio
2,489
Q2 2025 Added 27.64%
$301B
$364,000 0.11% of portfolio
5,154
Q2 2025 Reduced 1.43%
$153B
$313,000 0.1% of portfolio
616
Q1 2025 Reduced 3.14%
$855B
$316,000 0.1% of portfolio
1,091
Q2 2025 Reduced 13.82%
$267B
$326,000 0.1% of portfolio
1,048
Q2 2025 Reduced 7.34%
$375B
$298,000 0.09% of portfolio
1,874
Q1 2025 Added 5.04%
$0
$300,000 0.09% of portfolio
7,083
Q2 2025 Reduced 0.65%
$253B
$277,000 0.09% of portfolio
942
Q1 2025 Added 0.21%
$0
$292,000 0.09% of portfolio
1,653
Q2 2025 Added 5.09%
$20B
$285,000 0.09% of portfolio
3,589
Q2 2025 Added 3.46%
$0
$257,000 0.08% of portfolio
2,891
Q2 2025 Added 0.87%
$111B
$249,000 0.08% of portfolio
2,728
Q2 2025 Added 2.79%
$18.2B
$244,000 0.08% of portfolio
3,327
Q3 2024 Added 50.0%
$0
$268,000 0.08% of portfolio
4,333
Q1 2025 Reduced 2.76%
$0
$256,000 0.08% of portfolio
845
Q4 2024 Added 6.29%
$452B
$257,000 0.08% of portfolio
2,387
Q2 2025 Added 0.38%
$0
$257,000 0.08% of portfolio
2,358
Q1 2025 Added 2.52%
$0
$212,000 0.07% of portfolio
6,900
Q2 2025 Reduced 3.47%

Summary

  • Portfolio
  • No. of Stocks 591
  • Current Value $323 Million
  • Prior Value $295 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 52 stocks
  • Additional Purchases 113 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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