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
CIG
Energy CO Of Minas Gerais

Utilities
2.56K
New
$1.71 - $1.98 $4.38K - $5.07K
2.56K $4K
FDX
Fedex Corp

Industrials
20
+ 86.96%
$230.33 - $281.53 $4.61K - $5.63K
43 $10K
ATI
Allegheny Technologies Inc

Industrials
92
New
$50.0 - $65.86 $4.6K - $6.06K
92 $4K
HOLX
Hologic Inc

Healthcare
76
New
$60.7 - $73.77 $4.61K - $5.61K
76 $4K
AMT
American Tower Corp

Real Estate
20
New
$173.46 - $217.6 $3.47K - $4.35K
20 $4K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
84
New
$47.79 - $59.89 $4.01K - $5.03K
84 $4K
HSY
Hershey CO

Consumer Defensive
29
New
$144.74 - $186.36 $4.2K - $5.4K
29 $4K
CSCO
Cisco Systems, Inc.

Technology
59
+ 27.44%
$58.74 - $64.87 $3.47K - $3.83K
274 $16K
CDW
Cdw Corp

Technology
28
New
$160.26 - $206.13 $4.49K - $5.77K
28 $4K
NAIL
Direxion Shs ETF Tr Daily Home

ETFs
51
New
$59.65 - $103.38 $3.04K - $5.27K
51 $3K
RSP
Invesco S&P 500 Equal Weight E

ETFs
17
+ 19.32%
$169.43 - $182.84 $2.88K - $3.11K
105 $18K
QCOM
Qualcomm Inc

Technology
20
+ 43.48%
$151.94 - $175.86 $3.04K - $3.52K
66 $10K
PAYX
Paychex Inc

Industrials
15
+ 57.69%
$136.06 - $154.52 $2.04K - $2.32K
41 $6K
WEC
Wec Energy Group, Inc.

Utilities
29
New
$92.12 - $108.98 $2.67K - $3.16K
29 $3K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
29
+ 966.67%
$95.85 - $99.25 $2.78K - $2.88K
32 $3K
MGM
Mgm Resorts International

Consumer Cyclical
134
New
$29.64 - $40.37 $3.97K - $5.41K
134 $3K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
111
New
$30.38 - $34.94 $3.37K - $3.88K
111 $3K
PFF
Ishares Trust Ishares Pfd And

ETFs
118
+ 1311.11%
$30.73 - $32.26 $3.63K - $3.81K
127 $3K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
95
+ 9500.0%
$32.42 - $36.13 $3.08K - $3.43K
96 $3K
STZ
Constellation Brands, Inc.

Consumer Defensive
21
New
$161.05 - $222.93 $3.38K - $4.68K
21 $3K
VGSH
Vanguard

ETFs
46
+ 5.11%
$58.07 - $58.69 $2.67K - $2.7K
946 $55K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
55
+ 30.39%
$42.38 - $43.28 $2.33K - $2.38K
236 $10K
GS
Goldman Sachs Group Inc

Financial Services
5
New
$524.81 - $672.19 $2.62K - $3.36K
5 $2K
GD
General Dynamics Corp

Industrials
2
+ 2.94%
$241.94 - $272.58 $484 - $545
70 $19K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1
+ 4.76%
$402.49 - $513.76 $402 - $514
22 $10K
AXON
Axon Enterprise, Inc.

Industrials
4
New
$496.65 - $710.01 $1.99K - $2.84K
4 $2K
TECK
Teck Resources LTD

Basic Materials
67
New
$36.43 - $43.86 $2.44K - $2.94K
67 $2K
TSN
Tyson Foods, Inc.

Consumer Defensive
24
+ 43.64%
$54.27 - $63.81 $1.3K - $1.53K
79 $5K
DGX
Quest Diagnostics Inc

Healthcare
17
New
N/A
17 $2K
FAST
Fastenal CO

Industrials
23
+ 23.0%
$71.11 - $79.98 $1.64K - $1.84K
123 $9K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
185
New
$10.61 - $16.49 $1.96K - $3.05K
185 $2K
ABR
Arbor Realty Trust Inc

Real Estate
250
New
$11.68 - $13.98 $2.92K - $3.5K
250 $2K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
49
New
$39.96 - $43.3 $1.96K - $2.12K
49 $2K
DUHP
Dimensional ETF Tr Dimensional

ETFs
63
New
$32.57 - $35.82 $2.05K - $2.26K
63 $2K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
11
New
$196.12 - $229.48 $2.16K - $2.52K
11 $2K
IDV
Ishares Tr

ETFs
78
+ 487.5%
$27.0 - $31.7 $2.11K - $2.47K
94 $2K
DELL
Dell Technologies Inc.

Technology
31
New
$90.34 - $124.66 $2.8K - $3.86K
31 $2K
OC
Owens Corning

Industrials
16
New
$137.83 - $191.19 $2.21K - $3.06K
16 $2K
CB
Chubb LTD

Financial Services
3
+ 5.08%
$257.71 - $301.99 $773 - $906
62 $18K
OXY
Occidental Petroleum Corp

Energy
35
+ 50.72%
$45.45 - $52.7 $1.59K - $1.84K
104 $5K
OKE
Oneok Inc

Energy
32
+ 1.97%
$89.57 - $109.85 $2.87K - $3.52K
1.66K $164K
WBD
Warner Bros. Discovery, Inc.

Communication Services
163
+ 173.4%
$9.47 - $11.46 $1.54K - $1.87K
257 $2K
HTGC
Hercules Capital, Inc.

Financial Services
150
New
$18.01 - $22.0 $2.7K - $3.3K
150 $2K
PCAR
Paccar Inc

Industrials
24
+ 40.0%
$96.91 - $112.51 $2.33K - $2.7K
84 $8K
DFIC
Dimensional ETF Tr Dimensional

ETFs
48
New
$25.54 - $28.79 $1.23K - $1.38K
48 $1K
AVEM
American Centy ETF Tr Avantis

ETFs
9
+ 2.09%
$57.11 - $62.4 $514 - $562
439 $26K
AVB
Avalonbay Communities Inc

Real Estate
5
New
$207.86 - $228.08 $1.04K - $1.14K
5 $1K
TMUS
T Mobile Us, Inc.

Communication Services
5
New
$211.3 - $272.83 $1.06K - $1.36K
5 $1K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1
+ 0.33%
$42.3 - $53.69 $42.3 - $53.7
302 $15K
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
Track This Portfolio

Track Iron Horse Wealth Management, LLC Portfolio

Follow Iron Horse Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iron Horse Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iron Horse Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email