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
PG
Procter & Gamble CO

Consumer Defensive
90
+ 5.04%
$158.56 - $176.26 $14.3K - $15.9K
1.87K $319K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
714
+ 24.33%
$24.73 - $25.62 $17.7K - $18.3K
3.65K $93K
KMI
Kinder Morgan, Inc.

Energy
503
+ 14.26%
$26.1 - $31.22 $13.1K - $15.7K
4.03K $115K
WFC
Wells Fargo & Company

Financial Services
52
+ 0.53%
$66.78 - $81.42 $3.47K - $4.23K
9.87K $708K
IYW
Ishares Dj Us Tech ETF

ETFs
133
New
$140.44 - $166.79 $18.7K - $22.2K
133 $18K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
39
+ 16.25%
$208.48 - $244.03 $8.13K - $9.52K
279 $68K
TJX
Tjx Companies Inc

Consumer Cyclical
149
+ 99.33%
$112.81 - $126.16 $16.8K - $18.8K
299 $36K
ADP
Automatic Data Processing Inc

Industrials
54
+ 72.0%
$286.85 - $318.64 $15.5K - $17.2K
129 $39K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
349
New
$50.48 - $51.04 $17.6K - $17.8K
349 $17K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
217
+ 72.33%
$77.7 - $78.94 $16.9K - $17.1K
517 $40K
MA
Mastercard Inc

Financial Services
14
+ 3.47%
$504.67 - $576.31 $7.07K - $8.07K
418 $229K
TXN
Texas Instruments Inc

Technology
87
+ 395.45%
N/A
109 $21K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
216
New
$78.0 - $84.37 $16.8K - $18.2K
216 $17K
NEE
Nextera Energy Inc

Utilities
214
+ 389.09%
$66.96 - $76.16 $14.3K - $16.3K
269 $19K
BAX
Baxter International Inc

Healthcare
157
+ 8.05%
$29.26 - $36.57 $4.59K - $5.74K
2.11K $72K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
253
+ 40.1%
$80.73 - $94.96 $20.4K - $24K
884 $73K
HD
Home Depot, Inc.

Consumer Cyclical
46
+ 86.79%
$347.25 - $424.87 $16K - $19.5K
99 $36K
TRV
Travelers Companies, Inc.

Financial Services
58
New
$232.43 - $265.13 $13.5K - $15.4K
58 $15K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
301
+ 4.29%
$49.42 - $50.43 $14.9K - $15.2K
7.32K $365K
V
Visa Inc.

Financial Services
17
+ 6.3%
$306.92 - $362.71 $5.22K - $6.17K
287 $100K
CI
Cigna Corp

Healthcare
26
+ 20.8%
$274.49 - $329.0 $7.14K - $8.55K
151 $49K
FXH
First Tr Exchange Trd Fd Healt

ETFs
146
New
$102.5 - $112.02 $15K - $16.4K
146 $15K
CASY
Caseys General Stores Inc

Consumer Cyclical
26
+ 40.0%
$378.71 - $442.54 $9.85K - $11.5K
91 $39K
FSMD
Fidelity Covington Tr Small Mi

ETFs
370
New
$38.04 - $43.22 $14.1K - $16K
370 $14K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
307
New
$46.78 - $57.72 $14.4K - $17.7K
307 $14K
TSCO
Tractor Supply CO

Consumer Cyclical
168
+ 6.99%
$51.66 - $57.94 $8.68K - $9.73K
2.57K $141K
IYH
Ishares Tr

ETFs
225
New
$58.32 - $62.76 $13.1K - $14.1K
225 $13K
VGIT
Vanguard Intermediate Term Tre

ETFs
200
+ 28.53%
$57.44 - $59.4 $11.5K - $11.9K
901 $53K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
216
New
$53.6 - $58.97 $11.6K - $12.7K
216 $11K
PLD
Prologis, Inc.

Real Estate
104
New
$103.59 - $124.04 $10.8K - $12.9K
104 $11K
UNP
Union Pacific Corp

Industrials
47
+ 151.61%
$225.21 - $254.42 $10.6K - $12K
78 $18K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
250
+ 22.12%
$77.91 - $92.26 $19.5K - $23.1K
1.38K $109K
BA
Boeing CO

Industrials
75
+ 33.78%
$148.15 - $186.25 $11.1K - $14K
297 $50K
VGLT
Vanguard Long Term Treasury Et

ETFs
200
New
$53.99 - $58.43 $10.8K - $11.7K
200 $11K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
769
+ 67.75%
$13.1 - $13.52 $10.1K - $10.4K
1.9K $25K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
183
New
$59.78 - $60.03 $10.9K - $11K
183 $10K
USB
Us Bancorp \De\

Financial Services
253
+ 112.44%
$40.92 - $50.9 $10.4K - $12.9K
478 $20K
VZ
Verizon Communications Inc

Communication Services
6
+ 0.31%
$37.81 - $46.49 $227 - $279
1.91K $86K
ADI
Analog Devices Inc

Technology
50
+ 416.67%
$201.56 - $243.82 $10.1K - $12.2K
62 $12K
WHF
White Horse Finance, Inc.

Financial Services
1.05K
New
$9.5 - $11.29 $10K - $11.9K
1.05K $10K
MBB
Ishares Tr

ETFs
94
+ 940.0%
$90.37 - $94.08 $8.49K - $8.84K
104 $9K
MS
Morgan Stanley

Financial Services
84
+ 46.15%
$111.68 - $141.08 $9.38K - $11.9K
266 $31K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
184
New
$51.52 - $52.37 $9.48K - $9.64K
184 $9K
MDLZ
Mondelez International, Inc.

Consumer Defensive
140
New
$56.12 - $68.15 $7.86K - $9.54K
140 $9K
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 0.85%
$117.15 - $158.79 $234 - $318
238 $37K
PSX
Phillips 66

Energy
62
+ 310.0%
$113.93 - $131.55 $7.06K - $8.16K
82 $10K
ALL
Allstate Corp

Financial Services
35
+ 350.0%
$180.99 - $210.18 $6.33K - $7.36K
45 $9K
COF
Capital One Financial Corp

Financial Services
46
New
$163.87 - $209.82 $7.54K - $9.65K
46 $8K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
80
New
$96.88 - $111.25 $7.75K - $8.9K
80 $7K
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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