Iron Horse Wealth Management, LLC Purchases in Q1 2025

Iron Horse Wealth Management, LLC

  • $295 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
650K
+ 16815.73%
$50.39 - $50.66 $32.8M - $32.9M
654K $33.1M
AVUV
American Centy ETF Tr Avantis

ETFs
89.8K
New
$84.95 - $100.62 $7.62M - $9.03M
89.8K $7.82M
VEA
Vanguard Ftse Developed Market

ETFs
27.6K
+ 7.41%
$47.4 - $52.99 $1.31M - $1.46M
400K $20.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
36.4K
+ 7.24%
$33.84 - $37.77 $1.23M - $1.37M
539K $19.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8.76K
+ 3.45%
$126.11 - $135.06 $1.1M - $1.18M
263K $33.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
17.1K
+ 7.01%
$42.5 - $46.71 $729K - $801K
262K $11.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
15.6K
+ 5.5%
$56.17 - $59.71 $878K - $934K
300K $17.2M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.39K
+ 5.59%
$156.61 - $168.02 $531K - $570K
64K $10.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
537
+ 26.6%
$442.66 - $534.52 $238K - $287K
2.56K $1.36M
VO
Vanguard Mid Cap ETF

ETFs
2.28K
+ 4.3%
$251.87 - $277.95 $574K - $633K
55.3K $14.3M
TT
Trane Technologies PLC

Industrials
266
New
$332.0 - $400.86 $88.3K - $107K
266 $89K
JNJ
Johnson & Johnson

Healthcare
100
+ 3.03%
$142.06 - $167.7 $14.2K - $16.8K
3.4K $563K
KO
Coca Cola CO

Consumer Defensive
528
+ 11.23%
$60.81 - $72.32 $32.1K - $38.2K
5.23K $374K
HCA
Hca Healthcare, Inc.

Healthcare
233
New
$296.7 - $345.55 $69.1K - $80.5K
233 $80K
MPC
Marathon Petroleum Corp

Energy
500
New
$134.72 - $159.03 $67.4K - $79.5K
500 $72K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
2.5K
+ 500.0%
$25.44 - $25.58 $63.6K - $63.9K
3K $76K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.32K
New
$44.41 - $45.98 $58.4K - $60.5K
1.32K $60K
FQAL
Fidelity Covington Tr Quality

ETFs
877
New
$63.12 - $69.13 $55.4K - $60.6K
877 $56K
DHR
Danaher Corp

Healthcare
242
New
$201.62 - $250.59 $48.8K - $60.6K
242 $49K
SVOL
Simplify ETF Simplify Volatili

ETFs
2.5K
+ 1250.0%
$17.92 - $21.7 $44.8K - $54.3K
2.7K $49K
VLO
Valero Energy Corp

Energy
333
New
$121.76 - $142.99 $40.5K - $47.6K
333 $43K
CVX
Chevron Corp

Energy
124
+ 13.98%
$146.71 - $167.97 $18.2K - $20.8K
1.01K $169K
MCD
Mcdonalds Corp

Consumer Cyclical
103
+ 26.14%
$279.74 - $321.29 $28.8K - $33.1K
497 $155K
MRK
Merck & Co., Inc.

Healthcare
481
+ 96.01%
$83.01 - $101.02 $39.9K - $48.6K
982 $88K
HPQ
Hp Inc

Technology
1.41K
New
$27.69 - $34.72 $38.9K - $48.8K
1.41K $38K
FDVV
Fidelity High Dividend ETF

ETFs
686
New
$48.86 - $52.28 $33.5K - $35.9K
686 $34K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
333
New
$97.38 - $104.52 $32.4K - $34.8K
333 $34K
T
At&T Inc.

Communication Services
677
+ 24.82%
$21.56 - $28.28 $14.6K - $19.1K
3.41K $96K
ABT
Abbott Laboratories

Healthcare
67
+ 5.94%
$111.1 - $140.22 $7.44K - $9.39K
1.2K $158K
JPM
Jpmorgan Chase & CO

Financial Services
101
+ 8.67%
$225.19 - $279.95 $22.7K - $28.3K
1.27K $310K
WMB
Williams Companies, Inc.

Energy
494
+ 4490.91%
$54.02 - $61.09 $26.7K - $30.2K
505 $30K
XOM
Exxon Mobil Corp

Energy
32
+ 1.36%
$105.44 - $118.93 $3.37K - $3.81K
2.38K $282K
LLY
Eli Lilly & CO

Healthcare
33
+ 100.0%
$725.72 - $929.72 $23.9K - $30.7K
66 $54K
META
Meta Platforms, Inc.

Communication Services
53
+ 44.17%
$576.36 - $736.67 $30.5K - $39K
173 $99K
CRM
Salesforce, Inc.

Technology
170
+ 67.46%
$268.36 - $359.95 $45.6K - $61.2K
422 $113K
IBM
International Business Machines Corp

Technology
2
+ 0.21%
$217.4 - $264.74 $435 - $529
942 $234K
JPIE
J P Morgan Exchange Traded Fd
600
+ 60.0%
$45.46 - $46.18 $27.3K - $27.7K
1.6K $73K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
407
New
$68.07 - $78.99 $27.7K - $32.1K
407 $27K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
575
+ 2.08%
$49.78 - $53.19 $28.6K - $30.6K
28.3K $1.44M
ABBV
Abb Vie Inc.

Healthcare
104
+ 64.2%
$169.2 - $216.66 $17.6K - $22.5K
266 $55K
IYE
Ishares Tr

ETFs
533
New
$45.23 - $49.95 $24.1K - $26.6K
533 $26K
AVUS
American Centy ETF Tr Avantis

ETFs
292
New
$90.7 - $101.57 $26.5K - $29.7K
292 $26K
CCI
Crown Castle International Corp

Real Estate
250
New
$84.33 - $106.39 $21.1K - $26.6K
250 $26K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
196
New
$114.57 - $118.14 $22.5K - $23.2K
196 $23K
SBUX
Starbucks Corp

Consumer Cyclical
32
+ 1.22%
$91.75 - $115.81 $2.94K - $3.71K
2.65K $260K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
411
+ 790.38%
$48.65 - $53.06 $20K - $21.8K
463 $24K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
454
New
$45.66 - $47.41 $20.7K - $21.5K
454 $21K
AMZN
Amazon Com Inc

Consumer Cyclical
150
+ 52.45%
$190.26 - $242.06 $28.5K - $36.3K
436 $82K
ORCL
Oracle Corp

Technology
151
+ 284.91%
$139.81 - $186.47 $21.1K - $28.2K
204 $28K
Activity Summary
Buys All Purchases 287 New Holdings 140 Increased Positions 147 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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