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
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
38
New
$45.21 - $50.33 $1.72K - $1.91K
38 $1K
AGCO
Agco Corp

Industrials
13
New
$88.82 - $106.69 $1.15K - $1.39K
13 $1K
MKL
Markel Corp

Financial Services
1
New
$1660.14 - $2059.83 $1.66K - $2.06K
1 $1K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
39
New
$42.36 - $43.8 $1.65K - $1.71K
39 $1K
BNDX
Vanguard Total International B

ETFs
34
New
$48.33 - $49.5 $1.64K - $1.68K
34 $1K
ARES
Ares Management Corp

Financial Services
7
New
$140.19 - $198.28 $981 - $1.39K
7 $1K
NXPI
Nxp Semiconductors N.V.

Technology
8
New
$189.99 - $245.86 $1.52K - $1.97K
8 $1K
PSA
Public Storage

Real Estate
4
New
$288.99 - $313.98 $1.16K - $1.26K
4 $1K
TOL
Toll Brothers, Inc.

Consumer Cyclical
12
New
$103.02 - $140.69 $1.24K - $1.69K
12 $1K
IAC
Iac/Inter Active Corp

Communication Services
22
New
$41.0 - $50.0 $902 - $1.1K
22 $1K
ITW
Illinois Tool Works Inc

Industrials
5
+ 13.89%
$244.9 - $274.48 $1.22K - $1.37K
41 $10K
COP
Conocophillips

Energy
15
New
$88.6 - $105.85 $1.33K - $1.59K
15 $1K
BK
Bank Of New York Mellon Corp

Financial Services
20
New
$75.42 - $88.95 $1.51K - $1.78K
20 $1K
POOL
Pool Corp

Industrials
5
New
$314.92 - $364.31 $1.57K - $1.82K
5 $1K
AVSC
American Centy ETF Tr Avantis
16
New
$48.08 - $56.12 $769 - $898
16 $0
Cava Group Inc
90
New
N/A
90 $0
CARR
Carrier Global Corp

Industrials
8
+ 13.33%
$62.07 - $70.55 $497 - $564
68 $4K
UPS
United Parcel Service Inc

Industrials
10
+ 16.67%
$109.66 - $136.26 $1.1K - $1.36K
70 $7K
CCL
Carnival Corp

Consumer Cyclical
20
+ 25.97%
$19.08 - $28.49 $382 - $570
97 $1K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
20
New
$18.53 - $29.07 $371 - $581
20 $0
URI
United Rentals, Inc.

Industrials
1
New
$594.17 - $789.56 $594 - $790
1 $0
Brookfield Asset Managmt LTD
20
New
N/A
20 $0
Veralto Corp
77
New
N/A
77 $0
ARCC
Ares Capital Corp

Financial Services
33
New
$21.28 - $23.81 $702 - $786
33 $0
Blackrock Inc
6
+ 200.0%
N/A
9 $0
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
11
New
$39.65 - $43.35 $436 - $477
11 $0
BX
Blackstone Inc.

Financial Services
5
New
$136.53 - $186.74 $683 - $934
5 $0
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
11
New
$31.63 - $35.22 $348 - $387
11 $0
WMT
Walmart Inc.

Consumer Defensive
35
+ 2.36%
$84.5 - $105.05 $2.96K - $3.68K
1.52K $133K
OWL
Blue Owl Capital Inc.

Financial Services
30
New
$18.49 - $26.68 $555 - $800
30 $0
ZION
Zions Bancorporation, National Association

Financial Services
12
New
$47.0 - $59.03 $564 - $708
12 $0
BAH
Booz Allen Hamilton Holding Corp

Industrials
7
New
$102.72 - $143.06 $719 - $1K
7 $0
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
8
New
$48.02 - $53.02 $384 - $424
8 $0
VRT
Vertiv Holdings CO

Industrials
3
New
N/A
3 $0
MCK
Mckesson Corp

Healthcare
1
New
$566.21 - $672.99 $566 - $673
1 $0
IMTM
Ishares Msci Intl Momentum Fac

ETFs
22
New
$37.06 - $41.11 $815 - $904
22 $0
DNUT
Krispy Kreme, Inc.

Consumer Defensive
50
New
$4.92 - $9.82 $246 - $491
50 $0
Fidelity Wise Origin Bitcoin
100
+ 100.0%
N/A
200 $0
F&G Annuities & Life Inc
404
+ 9.45%
N/A
4.68K $0
MKC
Mccormick & CO Inc

Consumer Defensive
6
New
$71.24 - $84.73 $427 - $508
6 $0
MU
Micron Technology Inc

Technology
4
New
$86.89 - $109.38 $348 - $438
4 $0
MDV
Modiv Inc.

Real Estate
1
+ 1.89%
$14.39 - $16.05 $14.4 - $16.1
54 $0
GBDC
Golub Capital Bdc, Inc.

Financial Services
28
New
$14.46 - $15.96 $405 - $447
28 $0
GPRO
Go Pro, Inc.

Technology
100
New
$0.66 - $1.15 $66 - $115
100 $0
American Healthcare Reit Inc
17
New
N/A
17 $0
NTAP
Net App, Inc.

Technology
3
+ 25.0%
$87.84 - $126.3 $264 - $379
15 $1K
J P Morgan Exchange Traded F
50
New
N/A
50 $0
NFLX
Netflix Inc

Communication Services
1
New
$828.4 - $1058.6 $828 - $1.06K
1 $0
Oatly Group Ab
12
New
N/A
12 $0
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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